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Peoples Bank /Oh Top Holdings and 13F Report (2024)

About Peoples Bank /Oh

Investment Activity

  • Peoples Bank /Oh has $195.84 million in total holdings as of September 30, 2024.
  • Peoples Bank /Oh owns shares of 125 different stocks, but just 38 companies or ETFs make up 80% of its holdings.
  • Approximately 2.26% of the portfolio was purchased this quarter.
  • About 4.86% of the portfolio was sold this quarter.
  • This quarter, Peoples Bank /Oh has purchased 134 new stocks and bought additional shares in 19 stocks.
  • Peoples Bank /Oh sold shares of 78 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Peoples Bancorp
$17,592,276
Apple
$7,671,292

Largest New Holdings this Quarter

Clorox
$215,856 Holding
iShares Russell 2000 ETF
$205,428 Holding
Charter Communications
$204,170 Holding

Largest Purchases this Quarter

Broadcom
5,052 shares (about $871.47K)
iShares Core S&P 500 ETF
1,481 shares (about $854.27K)
Cintas
2,428 shares (about $499.88K)
iShares MSCI EAFE ETF
4,148 shares (about $346.90K)
iShares S&P 500 Value ETF
1,720 shares (about $339.13K)

Largest Sales this Quarter

iShares S&P 500 Growth ETF
7,302 shares (about $699.17K)
Schwab US Dividend Equity ETF
3,134 shares (about $264.92K)
Vanguard FTSE Developed Markets ETF
4,907 shares (about $259.14K)
iShares Core S&P Mid-Cap ETF
3,732 shares (about $232.58K)
Cisco Systems
4,148 shares (about $220.76K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPeoples Bank /Oh

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$20,849,160$854,270 4.3%36,14510.6%ETF
Peoples Bancorp Inc. stock logo
PEBO
Peoples Bancorp
$17,592,276$49,649 -0.3%584,6559.0%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$9,488,594$232,578 -2.4%152,2564.8%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$9,418,364$699,167 -6.9%98,3644.8%ETF
Apple Inc. stock logo
AAPL
Apple
$7,671,292$37,513 0.5%32,9243.9%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$6,956,266$65,982 -0.9%12,1243.6%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$5,591,623$137,311 -2.4%47,8082.9%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$5,351,983$339,132 6.8%27,1442.7%ETF
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$5,234,552$132,985 -2.5%86,6362.7%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$4,994,456$56,137 -1.1%92,9722.6%Manufacturing
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$4,238,921$65,393 -1.5%13,4832.2%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$4,111,956$111,878 2.8%9,5562.1%Computer and Technology
Chevron Co. stock logo
CVX
Chevron
$3,897,943$18,409 -0.5%26,4682.0%Oils/Energy
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$3,708,492$93,563 -2.5%76,1811.9%Manufacturing
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$3,437,846$34,120 -1.0%19,8491.8%Consumer Staples
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$3,027,277$259,138 -7.9%57,3241.5%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$3,012,028$201,888 -6.3%36,2241.5%Manufacturing
NVIDIA Co. stock logo
NVDA
NVIDIA
$2,888,329$291,942 11.2%23,7841.5%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,611,292$188,931 -6.7%12,3841.3%Finance
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$2,432,179$264,917 -9.8%28,7731.2%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,395,087$136,241 -5.4%4,1841.2%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,320,279$12,403 0.5%2,6191.2%Medical
JPMorgan Income ETF stock logo
JPIE
JPMorgan Income ETF
$2,261,469$14,706 -0.6%48,7491.2%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$2,157,670$54,859 -2.5%18,4071.1%Oils/Energy
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$2,093,594$346,897 19.9%25,0341.1%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,053,542$9,689 -0.5%11,0211.0%Retail/Wholesale
Schwab Fundamental International Large Company Index ETF stock logo
FNDF
Schwab Fundamental International Large Company Index ETF
$2,007,665$131,580 -6.2%53,7241.0%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$2,003,776$103,476 -4.9%22,7341.0%ETF
Oracle Co. stock logo
ORCL
Oracle
$1,740,977$25,560 -1.4%10,2170.9%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,430,125$73,306 5.4%8,6230.7%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$1,376,869$189,634 -12.1%3,3980.7%Retail/Wholesale
Lennox International Inc. stock logo
LII
Lennox International
$1,368,1130.0%2,2640.7%Construction
Fiserv, Inc. stock logo
FI
Fiserv
$1,284,501$53,895 -4.0%7,1500.7%Business Services
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,240,242$39,007 -3.0%1,3990.6%Retail/Wholesale
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,227,467$69,839 -5.4%10,8090.6%Medical
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$1,216,187$123,277 -9.2%23,0950.6%Manufacturing
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$1,187,061$147,436 -11.0%15,2090.6%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,142,364$17,827 -1.5%7,0490.6%Medical
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,132,323$51,735 -4.4%2,3200.6%Finance
Deere & Company stock logo
DE
Deere & Company
$1,103,839$58,426 -5.0%2,6450.6%Industrial Products
McDonald's Co. stock logo
MCD
McDonald's
$1,036,247$5,481 -0.5%3,4030.5%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$996,879$871,471 694.9%5,7790.5%Computer and Technology
Escalade, Incorporated stock logo
ESCA
Escalade
$993,7920.0%70,6320.5%Consumer Discretionary
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$989,014$118,050 -10.7%8,2690.5%ETF
Phillips 66 stock logo
PSX
Phillips 66
$962,742$19,718 -2.0%7,3240.5%Oils/Energy
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$903,9420.0%6,3640.5%ETF
Union Pacific Co. stock logo
UNP
Union Pacific
$862,433$1,725 -0.2%3,4990.4%Transportation
Bank of America Co. stock logo
BAC
Bank of America
$833,7560.0%21,0120.4%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$802,259$31,148 -3.7%2,9620.4%Retail/Wholesale
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$789,321$2,923 -0.4%1,3500.4%Medical
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$746,054$116,131 -13.5%1,2720.4%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$745,287$56,084 -7.0%3,7740.4%Medical
D.R. Horton, Inc. stock logo
DHI
D.R. Horton
$721,1110.0%3,7800.4%Construction
PepsiCo, Inc. stock logo
PEP
PepsiCo
$704,522$46,764 -6.2%4,1430.4%Consumer Staples
CSX Co. stock logo
CSX
CSX
$696,576$39,710 -5.4%20,1730.4%Transportation
Cintas Co. stock logo
CTAS
Cintas
$680,228$499,877 277.2%3,3040.3%Industrial Products
International Business Machines Co. stock logo
IBM
International Business Machines
$678,274$84,895 -11.1%3,0680.3%Computer and Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$616,455$50,513 -7.6%3,0510.3%Computer and Technology
The Coca-Cola Company stock logo
KO
Coca-Cola
$562,808$30,038 -5.1%7,8320.3%Consumer Staples
Morgan Stanley stock logo
MS
Morgan Stanley
$557,579$23,245 4.4%5,3490.3%Finance
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$554,905$54,768 -9.0%4,6100.3%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$534,542$194,072 57.0%1,4240.3%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$522,143$220,757 -29.7%9,8110.3%Computer and Technology
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$504,0430.0%6,2770.3%ETF
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$477,088$32,060 -6.3%1,2500.2%Basic Materials
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$471,8040.0%2,2840.2%Computer and Technology
Stryker Co. stock logo
SYK
Stryker
$458,079$7,586 -1.6%1,2680.2%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$457,520$13,111 3.0%4,0130.2%Medical
Prudential Financial, Inc. stock logo
PRU
Prudential Financial
$437,051$136,722 -23.8%3,6090.2%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$435,499$3,381 -0.8%5,1520.2%Utilities
Pfizer Inc. stock logo
PFE
Pfizer
$419,777$6,512 -1.5%14,5050.2%Medical
Caterpillar Inc. stock logo
CAT
Caterpillar
$417,716$96,607 -18.8%1,0680.2%Industrial Products
Visa Inc. stock logo
V
Visa
$410,776$2,750 -0.7%1,4940.2%Business Services
iShares MSCI KLD 400 Social ETF stock logo
DSI
iShares MSCI KLD 400 Social ETF
$400,891$19,800 -4.7%3,6850.2%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$396,916$314 0.1%8,8380.2%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$396,284$98,496 33.1%8610.2%Finance
The Kroger Co. stock logo
KR
Kroger
$381,447$22,920 -5.7%6,6570.2%Retail/Wholesale
iShares Expanded Tech Sector ETF stock logo
IGM
iShares Expanded Tech Sector ETF
$376,852$1,151 -0.3%3,9280.2%ETF
Genuine Parts stock logo
GPC
Genuine Parts
$373,644$13,968 -3.6%2,6750.2%Retail/Wholesale
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$367,8250.0%1,2990.2%ETF
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$358,921$29,813 -7.7%6140.2%Aerospace
Medtronic plc stock logo
MDT
Medtronic
$354,3590.0%3,9360.2%Medical
LINDE PLC
$336,186$23,843 -6.6%7050.2%FOREIGN STOCK
Netflix, Inc. stock logo
NFLX
Netflix
$327,681$2,837 -0.9%4620.2%Consumer Discretionary
Amgen Inc. stock logo
AMGN
Amgen
$319,954$50,909 -13.7%9930.2%Medical
ConocoPhillips stock logo
COP
ConocoPhillips
$319,947$22,109 -6.5%3,0390.2%Oils/Energy
BlackRock, Inc. stock logo
BLK
BlackRock
$312,390$1,899 -0.6%3290.2%Finance
The Hartford Financial Services Group, Inc. stock logo
HIG
The Hartford Financial Services Group
$305,6690.0%2,5990.2%Finance
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$298,780$23,467 -7.3%1,7570.2%Computer and Technology
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$297,332$131,107 -30.6%1,2700.2%Finance
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$296,2650.0%1,9540.2%Manufacturing
MetLife, Inc. stock logo
MET
MetLife
$291,236$112,420 -27.9%3,5310.1%Finance
Corning Incorporated stock logo
GLW
Corning
$289,096$8,579 3.1%6,4030.1%Computer and Technology
The Progressive Co. stock logo
PGR
Progressive
$288,018$3,299 -1.1%1,1350.1%Finance
Danaher Co. stock logo
DHR
Danaher
$287,754$27,802 -8.8%1,0350.1%Multi-Sector Conglomerates
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$286,9500.0%5,5460.1%Medical
PPG Industries, Inc. stock logo
PPG
PPG Industries
$281,4780.0%2,1250.1%Basic Materials
Cummins Inc. stock logo
CMI
Cummins
$279,107$113,650 -28.9%8620.1%Auto/Tires/Trucks
RTX Co. stock logo
RTX
RTX
$276,0020.0%2,2780.1%Aerospace
Discover Financial Services stock logo
DFS
Discover Financial Services
$271,882$17,256 6.8%1,9380.1%Finance

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