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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Broadcom Inc.

AVGO|11135F101

Shares:1.6K

Value:$272.9K

% of Portfolio:0.4% ($272.9K/$60.9M)

ASML HOLDING NV

ASML|N07059210

Shares:410

Value:$271.7K

% of Portfolio:0.4% ($271.7K/$60.9M)

STARBUCKS CORP

SBUX|855244109

Shares:2.7K

Value:$261.4K

% of Portfolio:0.4% ($261.4K/$60.9M)

DuPont de Nemours, Inc.

DD|26614N102

Shares:3.5K

Value:$259.7K

% of Portfolio:0.4% ($259.7K/$60.9M)

VISA INC.

V|92826C839

Shares:718

Value:$251.6K

% of Portfolio:0.4% ($251.6K/$60.9M)

XCEL ENERGY INC

XEL|98389B100

Shares:3.4K

Value:$240.7K

% of Portfolio:0.4% ($240.7K/$60.9M)

MICROCHIP TECHNOLOGY INC

MCHP|595017104

Shares:5.0K

Value:$240.1K

% of Portfolio:0.4% ($240.1K/$60.9M)

PEPSICO INC

PEP|713448108

Shares:1.6K

Value:$239.8K

% of Portfolio:0.4% ($239.8K/$60.9M)

Corteva, Inc.

CTVA|22052L104

Shares:3.7K

Value:$231.4K

% of Portfolio:0.4% ($231.4K/$60.9M)

Shell plc

SHEL|780259305

Shares:3.1K

Value:$230.8K

% of Portfolio:0.4% ($230.8K/$60.9M)

LOWES COMPANIES INC

LOW|548661107

Shares:975

Value:$227.4K

% of Portfolio:0.4% ($227.4K/$60.9M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:3.4K

Value:$201.1K

% of Portfolio:0.3% ($201.1K/$60.9M)

QUALCOMM INC/DE

QCOM|747525103

Shares:1.3K

Value:$195.9K

% of Portfolio:0.3% ($195.9K/$60.9M)

COCA COLA CO

KO|191216100

Shares:2.7K

Value:$192.1K

% of Portfolio:0.3% ($192.1K/$60.9M)

AUTOZONE INC

AZO|053332102

Shares:50

Value:$190.6K

% of Portfolio:0.3% ($190.6K/$60.9M)

Zoetis Inc.

ZTS|98978V103

Shares:1.1K

Value:$188.4K

% of Portfolio:0.3% ($188.4K/$60.9M)

Walmart Inc.

WMT|931142103

Shares:2.0K

Value:$175.6K

% of Portfolio:0.3% ($175.6K/$60.9M)

AT&T INC.

T|00206R102

Shares:5.8K

Value:$163.1K

% of Portfolio:0.3% ($163.1K/$60.9M)

SPDR GOLD TRUST

GLD|78463V107

Shares:500

Value:$144.1K

% of Portfolio:0.2% ($144.1K/$60.9M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:100

Value:$143.3K

% of Portfolio:0.2% ($143.3K/$60.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Broadcom Inc.(AVGOcusip11135F101)	1.6K	QoQ -8.32% (-148) YoY +918.75% (+1.5K)	All Managers (Combined)	$272.9K	0.4% ($272.9K/$60.9M)	QoQ -33.79% (-$139.3K) YoY +28.69% (+$60.8K)
ASML HOLDING NV(ASMLcusipN07059210)	410	QoQ NEW(+410) YoY NEW(+410)	All Managers (Combined)	$271.7K	0.4% ($271.7K/$60.9M)	QoQ NEW(+$271.7K) YoY NEW(+$271.7K)
STARBUCKS CORP(SBUXcusip855244109)	2.7K	QoQ +6.60% (+165) YoY +6.60% (+165)	All Managers (Combined)	$261.4K	0.4% ($261.4K/$60.9M)	QoQ +14.59% (+$33.3K) YoY +14.41% (+$32.9K)
DuPont de Nemours, Inc.(DDcusip26614N102)	3.5K	QoQ 0.00% (-0) YoY -26.13% (-1.2K)	All Managers (Combined)	$259.7K	0.4% ($259.7K/$60.9M)	QoQ -2.05% (-$5.5K) YoY -28.04% (-$101.2K)
VISA INC.(Vcusip92826C839)	718	QoQ 0.00% (+0) YoY -65.76% (-1.4K)	All Managers (Combined)	$251.6K	0.4% ($251.6K/$60.9M)	QoQ +10.89% (+$24.7K) YoY -57.00% (-$333.6K)
XCEL ENERGY INC(XELcusip98389B100)	3.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$240.7K	0.4% ($240.7K/$60.9M)	QoQ +4.84% (+$11.1K) YoY +31.70% (+$57.9K)
MICROCHIP TECHNOLOGY INC(MCHPcusip595017104)	5.0K	QoQ -25.35% (-1.7K) YoY -34.17% (-2.6K)	All Managers (Combined)	$240.1K	0.4% ($240.1K/$60.9M)	QoQ -36.99% (-$141.0K) YoY -64.48% (-$435.9K)
PEPSICO INC(PEPcusip713448108)	1.6K	QoQ 0.00% (-0) YoY +13.00% (-184)	All Managers (Combined)	$239.8K	0.4% ($239.8K/$60.9M)	QoQ -1.39% (-$3.4K) YoY -3.18% (-$7.9K)
Corteva, Inc.(CTVAcusip22052L104)	3.7K	QoQ 0.00% (+0) YoY -25.06% (-1.2K)	All Managers (Combined)	$231.4K	0.4% ($231.4K/$60.9M)	QoQ +10.50% (+$22.0K) YoY -18.23% (-$51.6K)
Shell plc(SHELcusip780259305)	3.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$230.8K	0.4% ($230.8K/$60.9M)	QoQ +16.96% (+$33.5K) YoY +9.30% (+$19.7K)
LOWES COMPANIES INC(LOWcusip548661107)	975	QoQ +8.33% (+75) YoY +8.33% (-75)	All Managers (Combined)	$227.4K	0.4% ($227.4K/$60.9M)	QoQ +2.37% (+$5.3K) YoY -0.81% (-$1.9K)
ALTRIA GROUP, INC.(MOcusip02209S103)	3.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$201.1K	0.3% ($201.1K/$60.9M)	QoQ +14.78% (+$25.9K) YoY +37.62% (+$55.0K)
QUALCOMM INC/DE(QCOMcusip747525103)	1.3K	QoQ 0.00% (-0) YoY -1.39% (-18)	All Managers (Combined)	$195.9K	0.3% ($195.9K/$60.9M)	QoQ 0.00% (-$13) YoY -10.53% (-$23.1K)
COCA COLA CO(KOcusip191216100)	2.7K	QoQ 0.00% (+0) YoY -20.60% (-696)	All Managers (Combined)	$192.1K	0.3% ($192.1K/$60.9M)	QoQ +15.01% (+$25.1K) YoY -7.06% (-$14.6K)
AUTOZONE INC(AZOcusip053332102)	50	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$190.6K	0.3% ($190.6K/$60.9M)	QoQ +19.07% (+$30.5K) YoY +20.97% (+$33.1K)
Zoetis Inc.(ZTScusip98978V103)	1.1K	QoQ 0.00% (+0) YoY -16.37% (-224)	All Managers (Combined)	$188.4K	0.3% ($188.4K/$60.9M)	QoQ +1.05% (+$2.0K) YoY -18.62% (-$43.1K)
Walmart Inc.(WMTcusip931142103)	2.0K	QoQ -16.66% (-400) YoY -16.66% (-400)	All Managers (Combined)	$175.6K	0.3% ($175.6K/$60.9M)	QoQ -19.02% (-$41.3K) YoY +21.58% (-$31.2K)
AT&T INC.(Tcusip00206R102)	5.8K	QoQ 0.00% (+0) YoY +50.65% (+1.9K)	All Managers (Combined)	$163.1K	0.3% ($163.1K/$60.9M)	QoQ +24.15% (+$31.7K) YoY +142.12% (+$95.7K)
SPDR GOLD TRUST(GLDcusip78463V107)	500	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$144.1K	0.2% ($144.1K/$60.9M)	QoQ +18.99% (+$23.0K) YoY +40.05% (+$41.2K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	100	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$143.3K	0.2% ($143.3K/$60.9M)	QoQ +20.81% (+$24.7K) YoY +26.90% (+$30.4K)