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

Page 8 of 13

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921937827

BSV|921937827

Shares:625

Value:$48.9K

% of Portfolio:0.1% ($48.9K/$60.9M)

464287614

IWF|464287614

Shares:130

Value:$46.9K

% of Portfolio:0.1% ($46.9K/$60.9M)

LINDE PLC

LIN|G54950103

Shares:100

Value:$46.6K

% of Portfolio:0.1% ($46.6K/$60.9M)

GE Vernova Inc.

GEV|36828A101

Shares:152

Value:$46.4K

% of Portfolio:0.1% ($46.4K/$60.9M)

921937835

BND|921937835

Shares:619

Value:$45.5K

% of Portfolio:0.1% ($45.5K/$60.9M)

81369Y704

Shares:343

Value:$45.0K

% of Portfolio:0.1% ($45.0K/$60.9M)

46138E511

Shares:4.0K

Value:$44.9K

% of Portfolio:0.1% ($44.9K/$60.9M)

PPG INDUSTRIES INC

PPG|693506107

Shares:400

Value:$43.7K

% of Portfolio:0.1% ($43.7K/$60.9M)

NUCOR CORP

NUE|670346105

Shares:325

Value:$39.1K

% of Portfolio:0.1% ($39.1K/$60.9M)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:326

Value:$35.5K

% of Portfolio:0.1% ($35.5K/$60.9M)

SUNCOR ENERGY INC

SU|867224107

Shares:913

Value:$35.4K

% of Portfolio:0.1% ($35.4K/$60.9M)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:312

Value:$34.8K

% of Portfolio:0.1% ($34.8K/$60.9M)

464287598

IWD|464287598

Shares:185

Value:$34.8K

% of Portfolio:0.1% ($34.8K/$60.9M)

US BANCORP \DE\

USB|902973304

Shares:800

Value:$33.8K

% of Portfolio:0.1% ($33.8K/$60.9M)

921909768

VXUS|921909768

Shares:541

Value:$33.6K

% of Portfolio:0.1% ($33.6K/$60.9M)

Energy Transfer LP

ET|29273V100

Shares:1.8K

Value:$33.3K

% of Portfolio:0.1% ($33.3K/$60.9M)

PUBLIC SERVICE ENTERPRISE GROUP INC

PEG|744573106

Shares:400

Value:$32.9K

% of Portfolio:0.1% ($32.9K/$60.9M)

Kraft Heinz Co

KHC|500754106

Shares:1.0K

Value:$31.8K

% of Portfolio:0.1% ($31.8K/$60.9M)

78463X772

Shares:800

Value:$30.7K

% of Portfolio:0.1% ($30.7K/$60.9M)

NEW YORK TIMES CO

NYT|650111107

Shares:600

Value:$29.8K

% of Portfolio:0.0% ($29.8K/$60.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(BSVcusip921937827)	625	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$48.9K	0.1% ($48.9K/$60.9M)	QoQ +1.30% (+$632) YoY +2.10% (+$1.0K)
(IWFcusip464287614)	130	QoQ 0.00% (-0) YoY NEW(+130)	All Managers (Combined)	$46.9K	0.1% ($46.9K/$60.9M)	QoQ -10.08% (-$5.3K) YoY NEW(+$46.9K)
LINDE PLC(LINcusipG54950103)	100	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$46.6K	0.1% ($46.6K/$60.9M)	QoQ +11.22% (+$4.7K) YoY +0.28% (+$132)
GE Vernova Inc.(GEVcusip36828A101)	152	QoQ 0.00% (-0) YoY NEW(+152)	All Managers (Combined)	$46.4K	0.1% ($46.4K/$60.9M)	QoQ -7.19% (-$3.6K) YoY NEW(+$46.4K)
(BNDcusip921937835)	619	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$45.5K	0.1% ($45.5K/$60.9M)	QoQ +2.15% (+$959) YoY +1.12% (+$508)
(cusip81369Y704)✕	343	QoQ 0.00% (-0) YoY -4.18% (-15)	All Managers (Combined)	$45.0K	0.1% ($45.0K/$60.9M)	QoQ -0.52% (-$236) YoY -0.30% (-$136)
(cusip46138E511)✕	4.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$44.9K	0.1% ($44.9K/$60.9M)	QoQ -2.68% (-$1.2K) YoY -5.55% (-$2.6K)
PPG INDUSTRIES INC(PPGcusip693506107)	400	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$43.7K	0.1% ($43.7K/$60.9M)	QoQ -8.45% (-$4.0K) YoY -24.53% (-$14.2K)
NUCOR CORP(NUEcusip670346105)	325	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$39.1K	0.1% ($39.1K/$60.9M)	QoQ +3.11% (+$1.2K) YoY -39.19% (-$25.2K)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	326	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$35.5K	0.1% ($35.5K/$60.9M)	QoQ +15.88% (+$4.9K) YoY +32.70% (+$8.8K)
SUNCOR ENERGY INC(SUcusip867224107)	913	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$35.4K	0.1% ($35.4K/$60.9M)	QoQ +8.51% (+$2.8K) YoY +4.93% (+$1.7K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	312	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$34.8K	0.1% ($34.8K/$60.9M)	QoQ -5.77% (-$2.1K) YoY -4.87% (-$1.8K)
(IWDcusip464287598)	185	QoQ 0.00% (+0) YoY NEW(+185)	All Managers (Combined)	$34.8K	0.1% ($34.8K/$60.9M)	QoQ +1.63% (+$560) YoY NEW(+$34.8K)
US BANCORP \DE\(USBcusip902973304)	800	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$33.8K	0.1% ($33.8K/$60.9M)	QoQ -11.71% (-$4.5K) YoY -5.54% (-$2.0K)
(VXUScusip921909768)	541	QoQ 0.00% (+0) YoY -3.56% (-20)	All Managers (Combined)	$33.6K	0.1% ($33.6K/$60.9M)	QoQ +5.38% (+$1.7K) YoY -0.66% (-$226)
Energy Transfer LP(ETcusip29273V100)	1.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$33.3K	0.1% ($33.3K/$60.9M)	QoQ -5.10% (-$1.8K) YoY +18.18% (+$5.1K)
PUBLIC SERVICE ENTERPRISE GROUP INC(PEGcusip744573106)	400	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$32.9K	0.1% ($32.9K/$60.9M)	QoQ -2.59% (-$876) YoY +23.25% (+$6.2K)
Kraft Heinz Co(KHCcusip500754106)	1.0K	QoQ 0.00% (-0) YoY -11.28% (-133)	All Managers (Combined)	$31.8K	0.1% ($31.8K/$60.9M)	QoQ -0.88% (-$284) YoY -26.81% (-$11.7K)
(cusip78463X772)✕	800	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$30.7K	0.1% ($30.7K/$60.9M)	QoQ +9.75% (+$2.7K) YoY +9.16% (+$2.6K)
NEW YORK TIMES CO(NYTcusip650111107)	600	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$29.8K	0.0% ($29.8K/$60.9M)	QoQ -4.70% (-$1.5K) YoY +14.73% (+$3.8K)