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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NOVARTIS AG

NVS|66987V109

Shares:1.0K

Value:$113.7K

% of Portfolio:0.2% ($113.7K/$60.9M)

81369Y860

Shares:2.7K

Value:$113.3K

% of Portfolio:0.2% ($113.3K/$60.9M)

Eaton Corp plc

ETN|G29183103

Shares:414

Value:$112.5K

% of Portfolio:0.2% ($112.5K/$60.9M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:116

Value:$109.7K

% of Portfolio:0.2% ($109.7K/$60.9M)

ONTO INNOVATION INC.

ONTO|683344105

Shares:900

Value:$109.2K

% of Portfolio:0.2% ($109.2K/$60.9M)

92204A702

VGT|92204A702

Shares:198

Value:$107.4K

% of Portfolio:0.2% ($107.4K/$60.9M)

HOME DEPOT, INC.

HD|437076102

Shares:282

Value:$103.3K

% of Portfolio:0.2% ($103.3K/$60.9M)

ORACLE CORP

ORCL|68389X105

Shares:722

Value:$100.9K

% of Portfolio:0.2% ($100.9K/$60.9M)

45409B107

Shares:3.2K

Value:$99.6K

% of Portfolio:0.2% ($99.6K/$60.9M)

NIKE, Inc.

NKE|654106103

Shares:1.5K

Value:$97.3K

% of Portfolio:0.2% ($97.3K/$60.9M)

92189F106

GDX|92189F106

Shares:2.0K

Value:$91.9K

% of Portfolio:0.2% ($91.9K/$60.9M)

NOVO NORDISK A S

NVO|670100205

Shares:1.3K

Value:$89.6K

% of Portfolio:0.1% ($89.6K/$60.9M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:1.2K

Value:$87.4K

% of Portfolio:0.1% ($87.4K/$60.9M)

INTEL CORP

INTC|458140100

Shares:3.8K

Value:$86.2K

% of Portfolio:0.1% ($86.2K/$60.9M)

NORWOOD FINANCIAL CORP

NWFL|669549107

Shares:3.6K

Value:$85.9K

% of Portfolio:0.1% ($85.9K/$60.9M)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:309

Value:$81.7K

% of Portfolio:0.1% ($81.7K/$60.9M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:325

Value:$77.0K

% of Portfolio:0.1% ($77.0K/$60.9M)

HERSHEY CO

HSY|427866108

Shares:429

Value:$73.4K

% of Portfolio:0.1% ($73.4K/$60.9M)

922908363

VOO|922908363

Shares:141

Value:$72.5K

% of Portfolio:0.1% ($72.5K/$60.9M)

BP PLC

BP|055622104

Shares:2.1K

Value:$72.4K

% of Portfolio:0.1% ($72.4K/$60.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NOVARTIS AG(NVScusip66987V109)	1.0K	QoQ 0.00% (+0) YoY -23.99% (-322)	All Managers (Combined)	$113.7K	0.2% ($113.7K/$60.9M)	QoQ +14.56% (+$14.5K) YoY -12.40% (-$16.1K)
(cusip81369Y860)✕	2.7K	QoQ +7.97% (+200) YoY +7.84% (+197)	All Managers (Combined)	$113.3K	0.2% ($113.3K/$60.9M)	QoQ +11.11% (+$11.3K) YoY +14.18% (+$14.1K)
Eaton Corp plc(ETNcusipG29183103)	414	QoQ -1.19% (-5) YoY -3.27% (-14)	All Managers (Combined)	$112.5K	0.2% ($112.5K/$60.9M)	QoQ -19.06% (-$26.5K) YoY -15.90% (-$21.3K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	116	QoQ 0.00% (+0) YoY -4.13% (-5)	All Managers (Combined)	$109.7K	0.2% ($109.7K/$60.9M)	QoQ +3.22% (+$3.4K) YoY +23.75% (-$21.1K)
ONTO INNOVATION INC.(ONTOcusip683344105)	900	QoQ NEW(+900) YoY NEW(+900)	All Managers (Combined)	$109.2K	0.2% ($109.2K/$60.9M)	QoQ NEW(+$109.2K) YoY NEW(+$109.2K)
(VGTcusip92204A702)	198	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$107.4K	0.2% ($107.4K/$60.9M)	QoQ -12.77% (-$15.7K) YoY +3.44% (+$3.6K)
HOME DEPOT, INC.(HDcusip437076102)	282	QoQ +21.55% (+50) YoY +19.49% (+46)	All Managers (Combined)	$103.3K	0.2% ($103.3K/$60.9M)	QoQ +14.52% (+$13.1K) YoY +14.16% (+$12.8K)
ORACLE CORP(ORCLcusip68389X105)	722	QoQ 0.00% (-0) YoY +56.95% (+262)	All Managers (Combined)	$100.9K	0.2% ($100.9K/$60.9M)	QoQ -16.10% (-$19.4K) YoY +74.69% (+$43.2K)
(cusip45409B107)✕	3.2K	QoQ +310.58% (+2.4K) YoY NEW(+3.2K)	All Managers (Combined)	$99.6K	0.2% ($99.6K/$60.9M)	QoQ +309.27% (+$75.3K) YoY NEW(+$99.6K)
NIKE, Inc.(NKEcusip654106103)	1.5K	QoQ +19.02% (-245) YoY +21.18% (-268)	All Managers (Combined)	$97.3K	0.2% ($97.3K/$60.9M)	QoQ -0.16% (-$164) YoY -18.15% (-$21.6K)
(GDXcusip92189F106)	2.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$91.9K	0.2% ($91.9K/$60.9M)	QoQ +35.60% (+$24.1K) YoY +45.42% (+$28.7K)
NOVO NORDISK A S(NVOcusip670100205)	1.3K	QoQ 0.00% (-0) YoY +51.34% (-438)	All Managers (Combined)	$89.6K	0.1% ($89.6K/$60.9M)	QoQ -19.27% (-$21.4K) YoY -18.15% (-$19.9K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	1.2K	QoQ 0.00% (+0) YoY -5.36% (-69)	All Managers (Combined)	$87.4K	0.1% ($87.4K/$60.9M)	QoQ +2.20% (+$1.9K) YoY +17.23% (-$12.8K)
INTEL CORP(INTCcusip458140100)	3.8K	QoQ -9.52% (-400) YoY -11.63% (-500)	All Managers (Combined)	$86.2K	0.1% ($86.2K/$60.9M)	QoQ +2.48% (-$2.1K) YoY -54.57% (-$103.6K)
NORWOOD FINANCIAL CORP(NWFLcusip669549107)	3.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$85.9K	0.1% ($85.9K/$60.9M)	QoQ -11.17% (-$10.8K) YoY -11.17% (-$10.8K)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	309	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$81.7K	0.1% ($81.7K/$60.9M)	QoQ +9.77% (+$7.3K) YoY +14.90% (+$10.6K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	325	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$77.0K	0.1% ($77.0K/$60.9M)	QoQ +0.91% (+$699) YoY -7.06% (-$5.9K)
HERSHEY CO(HSYcusip427866108)	429	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$73.4K	0.1% ($73.4K/$60.9M)	QoQ +0.99% (+$721) YoY -12.06% (-$10.1K)
(VOOcusip922908363)	141	QoQ 0.00% (-0) YoY -11.87% (-19)	All Managers (Combined)	$72.5K	0.1% ($72.5K/$60.9M)	QoQ -4.62% (-$3.5K) YoY -5.78% (-$4.5K)
BP PLC(BPcusip055622104)	2.1K	QoQ 0.00% (+0) YoY -0.18% (-4)	All Managers (Combined)	$72.4K	0.1% ($72.4K/$60.9M)	QoQ +14.34% (+$9.1K) YoY -10.49% (-$8.5K)