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Peapack-Gladstone Financial Top Holdings and 13F Report (2025)

About Peapack-Gladstone Financial

Peapack-Gladstone Financial NASDAQ: PGC has filed 13-F forms with the SEC as an investor. Peapack-Gladstone Financial is itself a publicly traded company. For more information on Peapack-Gladstone Financial stock, visit the Peapack-Gladstone Financial stock profile here.

Investment Activity

  • Peapack-Gladstone Financial has $6.89 million in total holdings as of December 31, 2024.
  • Peapack-Gladstone Financial owns shares of 693 different stocks, but just 120 companies or ETFs make up 80% of its holdings.
  • Approximately 3.36% of the portfolio was purchased this quarter.
  • About 2.90% of the portfolio was sold this quarter.
  • This quarter, Peapack-Gladstone Financial has purchased 705 new stocks and bought additional shares in 189 stocks.
  • Peapack-Gladstone Financial sold shares of 386 stocks and completely divested from 39 stocks this quarter.

Largest Holdings

Apple
$377,472
Microsoft
$213,652
Invesco QQQ
$175,416
Alphabet
$158,131

Largest New Holdings this Quarter

BLACKROCK INC
$66,421 Holding
ARISTA NETWORKS INC
$6,415 Holding
LAM RESEARCH CORP
$621 Holding
CoStar Group
$404 Holding

Largest Purchases this Quarter

BLACKROCK INC
64,794 shares (about $66.42K)
iShares 0-3 Month Treasury Bond ETF
173,512 shares (about $17.41K)
iShares Core S&P Small-Cap ETF
77,836 shares (about $8.97K)
Vanguard Intermediate-Term Bond ETF
116,854 shares (about $8.73K)
Schwab International Equity ETF
449,966 shares (about $8.32K)

Largest Sales this Quarter

Apple
26,534 shares (about $6.64K)
Rentokil Initial
191,142 shares (about $4.84K)
SPDR S&P 500 ETF Trust
5,939 shares (about $3.48K)
Costco Wholesale
3,593 shares (about $3.29K)
AstraZeneca
47,590 shares (about $3.12K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPeapack-Gladstone Financial

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$377,472$6,645 -1.7%1,507,3575.5%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$213,652$517 -0.2%506,8833.1%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$175,416$2,421 -1.4%343,1272.5%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$158,131$396 0.3%835,3422.3%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$148,103$1,980 -1.3%617,8392.1%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$120,878$7,646 6.8%224,3421.8%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$118,677$3,481 -2.8%202,4921.7%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$115,043$2,449 -2.1%524,3741.7%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$100,108$1,818 -1.8%525,6671.5%Computer and Technology
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$90,802$15 0.0%377,9051.3%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$87,883$17,407 24.7%876,0211.3%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$82,365$3,292 -3.8%89,8931.2%Retail/Wholesale
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$81,479$250 -0.3%757,4441.2%Oils/Energy
Visa Inc. stock logo
V
Visa
$80,713$228 0.3%255,3861.2%Business Services
The Home Depot, Inc. stock logo
HD
Home Depot
$78,784$999 -1.3%202,5361.1%Retail/Wholesale
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$75,594$3,557 4.9%978,3171.1%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$72,127$1,896 -2.6%123,1861.0%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$71,902$929 -1.3%158,6261.0%Finance
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$70,730$8,733 14.1%946,4431.0%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$69,532$376 -0.5%698,9651.0%Medical
Fidelity National Financial, Inc. stock logo
FNF
Fidelity National Financial
$66,6290.0%1,186,8301.0%Finance
BLACKROCK INC
$66,421$66,421 New Holding64,7941.0%COM
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$65,070$8,968 16.0%564,7450.9%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$62,871$1,311 -2.0%413,4600.9%Consumer Staples
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$62,383$1,820 -2.8%431,3520.9%Medical
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$59,621$2,134 3.7%1,353,8260.9%ETF
Union Pacific Co. stock logo
UNP
Union Pacific
$58,331$445 -0.8%255,7870.8%Transportation
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$58,203$144 0.2%220,3590.8%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$57,221$380 0.7%74,1190.8%Medical
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$56,123$151 0.3%464,5590.8%Retail/Wholesale
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$54,313$4,020 8.0%1,135,7700.8%ETF
Oracle Co. stock logo
ORCL
Oracle
$51,205$173 -0.3%307,2860.7%Computer and Technology
Chevron Co. stock logo
CVX
Chevron
$51,172$824 -1.6%353,2980.7%Oils/Energy
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$50,570$462 -0.9%301,6480.7%Consumer Staples
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$48,325$1,007 -2.0%77,7160.7%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$47,364$1,211 -2.5%211,1170.7%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$47,318$1,132 -2.3%214,1530.7%Finance
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$46,500$595 -1.3%158,8450.7%Business Services
NVIDIA Co. stock logo
NVDA
NVIDIA
$43,744$188 0.4%325,7500.6%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$42,032$252 -0.6%709,9910.6%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$41,268$3,886 10.4%70,1050.6%ETF
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$40,450$935 -2.3%209,7510.6%Finance
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$40,190$233 -0.6%247,1190.6%Computer and Technology
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$39,088$2,602 7.1%438,7930.6%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$38,061$266 0.7%154,2120.6%Retail/Wholesale
Walmart Inc. stock logo
WMT
Walmart
$37,247$1,503 -3.9%412,2650.5%Retail/Wholesale
McDonald's Co. stock logo
MCD
McDonald's
$37,187$450 -1.2%128,2820.5%Retail/Wholesale
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$36,917$367 1.0%127,2820.5%Basic Materials
AbbVie Inc. stock logo
ABBV
AbbVie
$36,672$550 -1.5%206,3660.5%Medical
The Walt Disney Company stock logo
DIS
Walt Disney
$36,441$333 -0.9%327,2670.5%Consumer Discretionary
Trane Technologies plc stock logo
TT
Trane Technologies
$36,130$707 -1.9%97,8200.5%Construction
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$36,060$1,027 -2.8%234,7350.5%Computer and Technology
General Dynamics Co. stock logo
GD
General Dynamics
$35,880$133 -0.4%136,1720.5%Aerospace
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$35,494$8,117 29.6%202,5570.5%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$34,933$841 -2.4%69,0550.5%Medical
RTX Co. stock logo
RTX
RTX
$34,694$353 1.0%299,8230.5%Aerospace
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$33,889$371 -1.1%533,9390.5%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$33,884$518 1.6%472,6570.5%Utilities
International Business Machines Co. stock logo
IBM
International Business Machines
$33,650$21 -0.1%153,0690.5%Computer and Technology
Waste Management, Inc. stock logo
WM
Waste Management
$32,672$113 -0.3%161,9140.5%Business Services
Booking Holdings Inc. stock logo
BKNG
Booking
$32,573$10 0.0%6,5560.5%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$32,157$748 -2.3%138,7060.5%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$32,101$5 0.0%138,0540.5%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$31,734$187 -0.6%60,9970.5%Medical
Honeywell International Inc. stock logo
HON
Honeywell International
$31,462$1,142 3.8%139,2860.5%Multi-Sector Conglomerates
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$30,979$1,362 -4.2%54,3890.4%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$29,662$605 -2.0%225,1300.4%ETF
Amgen Inc. stock logo
AMGN
Amgen
$29,653$542 -1.8%113,7680.4%Medical
Caterpillar Inc. stock logo
CAT
Caterpillar
$29,477$294 1.0%81,2550.4%Industrial Products
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$29,2800.0%430.4%Finance
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$28,825$431 -1.5%596,4470.4%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$28,281$2,930 11.6%561,4590.4%ETF
Chubb Limited stock logo
CB
Chubb
$28,119$11 0.0%101,7680.4%Finance
Peapack-Gladstone Financial Co. stock logo
PGC
Peapack-Gladstone Financial
$27,619$2,177 -7.3%861,7430.4%Finance
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$27,569$122 -0.4%200,4080.4%ETF
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$27,408$478 -1.7%484,5820.4%Medical
Bank of America Co. stock logo
BAC
Bank of America
$27,292$83 -0.3%620,9720.4%Finance
Packaging Co. of America stock logo
PKG
Packaging Co. of America
$27,0890.0%120,3270.4%Industrial Products
Stryker Co. stock logo
SYK
Stryker
$25,665$253 -1.0%71,2830.4%Medical
Cummins Inc. stock logo
CMI
Cummins
$25,310$869 -3.3%72,6030.4%Auto/Tires/Trucks
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$23,898$225 1.0%94,2030.3%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$23,304$238 -1.0%272,0610.3%ETF
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$23,025$25 -0.1%101,4900.3%Medical
Danaher Co. stock logo
DHR
Danaher
$22,776$1,697 -6.9%99,2240.3%Medical
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$21,967$664 -2.9%267,9620.3%Manufacturing
Morgan Stanley stock logo
MS
Morgan Stanley
$21,455$345 -1.6%170,6570.3%Finance
LABCORP HOLDINGS INC
$21,399$89 0.4%93,3170.3%COM SHS
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$21,355$393 -1.8%288,4500.3%Medical
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$21,065$384 1.9%110,3540.3%ETF
Check Point Software Technologies Ltd. stock logo
CHKP
Check Point Software Technologies
$21,003$221 1.1%112,5010.3%Computer and Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$20,878$419 -2.0%522,1220.3%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$20,855$3,155 17.8%46,9000.3%Computer and Technology
Avery Dennison Co. stock logo
AVY
Avery Dennison
$20,127$105 -0.5%107,5550.3%Industrial Products
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$19,864$258 -1.3%205,1870.3%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$19,499$743 -3.7%734,9650.3%Medical
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$19,495$17 0.1%228,4130.3%Computer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$19,074$54 0.3%78,7730.3%Finance
American Express stock logo
AXP
American Express
$18,715$65 -0.3%63,0580.3%Finance
Fortinet, Inc. stock logo
FTNT
Fortinet
$18,479$1,232 7.1%195,5770.3%Computer and Technology
Accenture plc stock logo
ACN
Accenture
$18,404$426 -2.3%52,3170.3%Computer and Technology

Showing largest 100 holdings. View all holdings.
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