Peoples-Financial-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NWFL",
  "ESSA",
  "GTX",
  "GDX",
  "RF",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "ALL",
  "GOOGL",
  "ALNY",
  "AXP",
  "AIG",
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "DUK",
  "EIM",
  "D",
  "EBAY",
  null,
  "WTRG",
  "EXPD",
  "FCX",
  null,
  "GD",
  null,
  "GIS",
  "HON",
  "HD",
  "AZN",
  "MCD",
  "UNP",
  "QCOM",
  "ISRG",
  "FRAF",
  "AMAT",
  "EMR",
  "META",
  "MNKD",
  "MVST",
  "PFIS",
  null,
  null,
  null,
  "JRS",
  "KMI",
  "LIN",
  null,
  "MPC",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "EXC",
  "GE",
  "HAS",
  "NVS",
  "OXY",
  "ORLY",
  "EMN",
  "HSY",
  "AMP",
  "FAST",
  "IJR",
  "IWD",
  "ORCL",
  "KHC",
  "PAYX",
  null,
  "IWF",
  "PYPL",
  "PEP",
  "PNC",
  "IVV",
  "DOW",
  "AAPL",
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "AMGN",
  "NYT",
  "PPG",
  null,
  null,
  "SLB",
  "SHEL",
  "RTX",
  "GLD",
  null,
  null,
  "BP",
  "IBM",
  "SBUX",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "UPS",
  "VNQ",
  "VO",
  "VXF",
  "VOE",
  "NBTB",
  "ALC",
  "VWO",
  "TSCO",
  "XLB",
  "SU",
  "WY",
  "SNY",
  null,
  "GSK",
  null,
  null,
  null,
  "DD",
  "K",
  "TT",
  "GM",
  "ALLE",
  "X",
  "WAB",
  "F",
  "WEC",
  "WM",
  "IWP",
  "IWR",
  "IR",
  "AEP",
  "FDBC",
  "PEG",
  "NVO",
  "AMZN",
  "SCHB",
  "LCID",
  "KD",
  "FNB",
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VEA",
  "VXUS",
  "BND",
  "BSV",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VTRS",
  "V",
  "WBD",
  "WMT",
  "WBA",
  "WFC",
  "KLG",
  "XEL",
  "YUMC",
  "YUM",
  "XYL",
  "SOLV",
  "ONTO",
  null,
  "OPAL",
  "ET",
  "DVY",
  "NSC",
  "SO",
  "PPL",
  "OTIS",
  "PSX",
  "SYY",
  null,
  "LYB",
  "GEV",
  "ZBH",
  "MCK",
  "SYF",
  "NUE",
  null,
  "FDX",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "BAC",
  "BK",
  "BRK-B",
  "BAX",
  "BA",
  "BMY",
  "CARR",
  "CC",
  "CVX",
  "CHTR",
  "CSCO",
  "C",
  "CLX",
  "KO",
  "COIN",
  "CMCSA",
  "CL",
  "CBU",
  "COP",
  "CEG",
  "ED",
  "COST",
  "CTVA",
  "CVS",
  "CSX",
  "DHR",
  "DE",
  "DFS",
  "RSP",
  "EFA",
  "ADI",
  "VOD",
  "NEE",
  "NKE",
  "STT",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "AWK",
  "MO",
  "XLK",
  "MCHP",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 257
Total Value: 60850048
Accession Number: 0001056943-25-000005
Form Type: 13F-HR
CIK: peoples-financial-services
Manager Name: Peoples-Financial-Services

Data Enrichment

92% identified

236 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

257 positions • $60.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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WK Kellogg Co

KLG|92942W107

Shares:375

Value:$7.5K

% of Portfolio:0.0% ($7.5K/$60.9M)

3M CO

MMM|88579Y101

Shares:50

Value:$7.3K

% of Portfolio:0.0% ($7.3K/$60.9M)

922042775

VEU|922042775

Shares:120

Value:$7.3K

% of Portfolio:0.0% ($7.3K/$60.9M)

PPL Corp

PPL|69351T106

Shares:200

Value:$7.2K

% of Portfolio:0.0% ($7.2K/$60.9M)

ALCON INC

ALC|H01301128

Shares:72

Value:$6.8K

% of Portfolio:0.0% ($6.8K/$60.9M)

FIDELITY D & D BANCORP INC

FDBC|31609R100

Shares:146

Value:$6.1K

% of Portfolio:0.0% ($6.1K/$60.9M)

CHARTER COMMUNICATIONS, INC. /MO/

CHTR|16119P108

Shares:16

Value:$5.9K

% of Portfolio:0.0% ($5.9K/$60.9M)

Walgreens Boots Alliance, Inc.

WBA|931427108

Shares:500

Value:$5.6K

% of Portfolio:0.0% ($5.6K/$60.9M)

ASTRAZENECA PLC

AZN|046353108

Shares:70

Value:$5.1K

% of Portfolio:0.0% ($5.1K/$60.9M)

464287200

IVV|464287200

Shares:9

Value:$5.1K

% of Portfolio:0.0% ($5.1K/$60.9M)

FORD MOTOR CO

F|345370860

Shares:500

Value:$5.0K

% of Portfolio:0.0% ($5.0K/$60.9M)

Viatris Inc

VTRS|92556V106

Shares:508

Value:$4.4K

% of Portfolio:0.0% ($4.4K/$60.9M)

Otis Worldwide Corp

OTIS|68902V107

Shares:40

Value:$4.1K

% of Portfolio:0.0% ($4.1K/$60.9M)

CITIGROUP INC

C|172967424

Shares:50

Value:$3.5K

% of Portfolio:0.0% ($3.5K/$60.9M)

GSK plc

GSK|37733W204

Shares:80

Value:$3.1K

% of Portfolio:0.0% ($3.1K/$60.9M)

NVIDIA CORP

NVDA|67066G104

Shares:25

Value:$2.7K

% of Portfolio:0.0% ($2.7K/$60.9M)

UNITED STATES STEEL CORP

X|912909108

Shares:62

Value:$2.6K

% of Portfolio:0.0% ($2.6K/$60.9M)

Veralto Corp

VLTO|92338C103

Shares:26

Value:$2.5K

% of Portfolio:0.0% ($2.5K/$60.9M)

464286665

Shares:50

Value:$2.2K

% of Portfolio:0.0% ($2.2K/$60.9M)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:54

Value:$2.0K

% of Portfolio:0.0% ($2.0K/$60.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
WK Kellogg Co(KLGcusip92942W107)	375	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$7.5K	0.0% ($7.5K/$60.9M)	QoQ +10.84% (+$731) YoY +6.06% (+$427)
3M CO(MMMcusip88579Y101)	50	QoQ 0.00% (+0) YoY -80.00% (-200)	All Managers (Combined)	$7.3K	0.0% ($7.3K/$60.9M)	QoQ +13.77% (+$889) YoY -72.30% (-$19.2K)
(VEUcusip922042775)	120	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$7.3K	0.0% ($7.3K/$60.9M)	QoQ +5.66% (+$390) YoY +3.41% (+$240)
PPL Corp(PPLcusip69351T106)	200	QoQ 0.00% (+0) YoY -92.59% (-2.5K)	All Managers (Combined)	$7.2K	0.0% ($7.2K/$60.9M)	QoQ +11.27% (+$732) YoY -90.28% (-$67.1K)
ALCON INC(ALCcusipH01301128)	72	QoQ 0.00% (+0) YoY -47.82% (-66)	All Managers (Combined)	$6.8K	0.0% ($6.8K/$60.9M)	QoQ +11.81% (+$722) YoY -40.53% (-$4.7K)
FIDELITY D & D BANCORP INC(FDBCcusip31609R100)	146	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$6.1K	0.0% ($6.1K/$60.9M)	QoQ -14.71% (-$1.0K) YoY -14.07% (-$995)
CHARTER COMMUNICATIONS, INC. /MO/(CHTRcusip16119P108)	16	QoQ 0.00% (+0) YoY NEW(+16)	All Managers (Combined)	$5.9K	0.0% ($5.9K/$60.9M)	QoQ +7.51% (+$412) YoY NEW(+$5.9K)
Walgreens Boots Alliance, Inc.(WBAcusip931427108)	500	QoQ 0.00% (+0) YoY +400.00% (+400)	All Managers (Combined)	$5.6K	0.0% ($5.6K/$60.9M)	QoQ +19.72% (+$920) YoY +157.61% (+$3.4K)
ASTRAZENECA PLC(AZNcusip046353108)	70	QoQ -9.09% (-7) YoY -30.00% (-30)	All Managers (Combined)	$5.1K	0.0% ($5.1K/$60.9M)	QoQ +1.98% (-$100) YoY -24.05% (-$1.6K)
(IVVcusip464287200)	9	QoQ 0.00% (-0) YoY -99.85% (-6.1K)	All Managers (Combined)	$5.1K	0.0% ($5.1K/$60.9M)	QoQ -4.54% (-$241) YoY -99.84% (-$3.2M)
FORD MOTOR CO(Fcusip345370860)	500	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$5.0K	0.0% ($5.0K/$60.9M)	QoQ +1.31% (+$65) YoY -24.47% (-$1.6K)
Viatris Inc(VTRScusip92556V106)	508	QoQ 0.00% (-0) YoY -50.00% (-508)	All Managers (Combined)	$4.4K	0.0% ($4.4K/$60.9M)	QoQ -30.01% (-$1.9K) YoY -63.51% (-$7.7K)
Otis Worldwide Corp(OTIScusip68902V107)	40	QoQ 0.00% (+0) YoY -20.00% (-10)	All Managers (Combined)	$4.1K	0.0% ($4.1K/$60.9M)	QoQ +11.44% (+$424) YoY -16.82% (-$835)
CITIGROUP INC(Ccusip172967424)	50	QoQ 0.00% (+0) YoY -96.22% (-1.3K)	All Managers (Combined)	$3.5K	0.0% ($3.5K/$60.9M)	QoQ +0.85% (+$30) YoY -95.76% (-$80.2K)
GSK plc(GSKcusip37733W204)	80	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$3.1K	0.0% ($3.1K/$60.9M)	QoQ +14.57% (+$394) YoY -9.62% (-$330)
NVIDIA CORP(NVDAcusip67066G104)	25	QoQ 0.00% (-0) YoY -64.28% (-45)	All Managers (Combined)	$2.7K	0.0% ($2.7K/$60.9M)	QoQ -19.30% (-$648) YoY -95.71% (-$60.5K)
UNITED STATES STEEL CORP(Xcusip912909108)	62	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.6K	0.0% ($2.6K/$60.9M)	QoQ +24.35% (+$513) YoY +3.64% (+$92)
Veralto Corp(VLTOcusip92338C103)	26	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.5K	0.0% ($2.5K/$60.9M)	QoQ -4.34% (-$115) YoY +9.93% (+$229)
(cusip464286665)✕	50	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.2K	0.0% ($2.2K/$60.9M)	QoQ +0.63% (+$14) YoY +2.99% (+$64)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	54	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.0K	0.0% ($2.0K/$60.9M)	QoQ -0.53% (-$11) YoY -19.49% (-$495)