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Peoples Bank/Ks Top Holdings and 13F Report (2025)

About Peoples Bank/Ks

Investment Activity

  • Peoples Bank/Ks has $144.57 million in total holdings as of December 31, 2024.
  • Peoples Bank/Ks owns shares of 317 different stocks, but just 59 companies or ETFs make up 80% of its holdings.
  • Approximately 2.14% of the portfolio was purchased this quarter.
  • About 3.52% of the portfolio was sold this quarter.
  • This quarter, Peoples Bank/Ks has purchased 319 new stocks and bought additional shares in 29 stocks.
  • Peoples Bank/Ks sold shares of 86 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Microsoft
$7,993,292
Apple
$5,062,719
Invesco QQQ
$4,582,030

Largest New Holdings this Quarter

PROSHARES TR II ULTRA BLOOMBERG
$88,904 Holding
PROSHARES TR ULTRAPRO SHT QQQ
$62,260 Holding
Allstate
$48,580 Holding
Morgan Stanley
$25,144 Holding

Largest Purchases this Quarter

Global X U.S. Infrastructure Development ETF
21,045 shares (about $850.22K)
Caterpillar
1,200 shares (about $435.31K)
Deere & Company
1,000 shares (about $423.70K)
PROSHARES TR II ULTRA BLOOMBERG
1,593 shares (about $88.90K)

Largest Sales this Quarter

Real Estate Select Sector SPDR Fund
29,315 shares (about $1.19M)
Dominion Energy
12,294 shares (about $662.15K)
iShares Select Dividend ETF
1,610 shares (about $211.37K)
Invesco Taxable Municipal Bond ETF
7,550 shares (about $197.35K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPeoples Bank/Ks

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$9,414,788$22,663 -0.2%20,7716.5%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$7,993,292$2,107 0.0%18,9645.5%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$5,062,719$50,835 -1.0%20,2173.5%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$4,582,030$112,468 -2.4%8,9633.2%Finance
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$4,129,179$15,557 -0.4%131,3802.9%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,562,239$946 0.0%18,8182.5%Computer and Technology
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$3,530,104$15,598 -0.4%32,8172.4%Oils/Energy
McDonald's Co. stock logo
MCD
McDonald's
$3,304,880$17,103 -0.5%11,4012.3%Retail/Wholesale
PepsiCo, Inc. stock logo
PEP
PepsiCo
$3,068,385$16,726 -0.5%20,1792.1%Consumer Staples
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$3,005,460$78,668 -2.6%42,7892.1%Finance
The Williams Companies, Inc. stock logo
WMB
Williams Companies
$2,965,7140.0%54,8092.1%Oils/Energy
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,961,356$44,825 -1.5%12,3542.0%Finance
Walmart Inc. stock logo
WMT
Walmart
$2,610,550$452 0.0%28,8941.8%Retail/Wholesale
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,443,283$10,969 -0.4%11,1371.7%Retail/Wholesale
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,306,8000.0%3,9361.6%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$2,190,842$48,126 -2.1%8,8771.5%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$2,086,845$13,614 -0.6%5,3651.4%Retail/Wholesale
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,065,220$80,820 -3.8%3,8331.4%ETF
General Dynamics Co. stock logo
GD
General Dynamics
$1,993,730$5,270 -0.3%7,5671.4%Aerospace
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$1,992,417$211,373 -9.6%15,1761.4%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,732,791$10,897 -0.6%10,3361.2%Consumer Staples
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,717,834$19,764 -1.1%7,3881.2%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,672,784$23,420 -1.4%2,8571.2%Computer and Technology
Visa Inc. stock logo
V
Visa
$1,652,796$6,320 -0.4%5,2301.1%Business Services
Enbridge Inc. stock logo
ENB
Enbridge
$1,628,542$15,868 -1.0%38,3831.1%Oils/Energy
Oracle Co. stock logo
ORCL
Oracle
$1,597,227$20,830 -1.3%9,5851.1%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,545,093$14,606 -0.9%10,6841.1%Medical
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,489,4980.0%20,7771.0%Utilities
Chevron Co. stock logo
CVX
Chevron
$1,482,8650.0%10,2381.0%Oils/Energy
Analog Devices, Inc. stock logo
ADI
Analog Devices
$1,478,686$28,681 -1.9%6,9601.0%Computer and Technology
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$1,373,017$78,051 6.0%28,4100.9%ETF
Elevance Health, Inc. stock logo
ELV
Elevance Health
$1,362,623$47,954 -3.4%3,6940.9%Medical
Comcast Co. stock logo
CMCSA
Comcast
$1,313,171$40,896 -3.0%35,0000.9%Consumer Discretionary
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$1,307,081$16,701 1.3%15,2610.9%ETF
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$1,170,590$850,218 265.4%28,9750.8%ETF
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,150,370$96,769 -7.8%5,8250.8%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,127,582$8,880 -0.8%19,0470.8%Computer and Technology
McKesson Co. stock logo
MCK
McKesson
$1,125,5500.0%1,9750.8%Medical
Cencora, Inc. stock logo
COR
Cencora
$1,099,8040.0%4,8950.8%Medical
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$1,093,9520.0%2,5710.8%Finance
Pfizer Inc. stock logo
PFE
Pfizer
$1,055,824$21,640 -2.0%39,8130.7%Medical
Honeywell International Inc. stock logo
HON
Honeywell International
$1,009,0250.0%4,4670.7%Multi-Sector Conglomerates
The Bank of New York Mellon Co. stock logo
BK
Bank of New York Mellon
$1,003,928$2,305 -0.2%13,0670.7%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$982,344$435,308 79.6%2,7080.7%Industrial Products
CME Group Inc. stock logo
CME
CME Group
$981,140$23,222 -2.3%4,2250.7%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$970,446$10,531 -1.1%1,8430.7%Business Services
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$964,882$3,882 -0.4%16,1570.7%Consumer Staples
The Walt Disney Company stock logo
DIS
Walt Disney
$882,099$11,692 -1.3%7,9220.6%Consumer Discretionary
AbbVie Inc. stock logo
ABBV
AbbVie
$876,053$9,773 -1.1%4,9300.6%Medical
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$860,068$7,488 -0.9%10,2220.6%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$848,287$2,529 -0.3%1,6770.6%Medical
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$835,196$17,990 -2.1%20,8910.6%Computer and Technology
The Coca-Cola Company stock logo
KO
Coca-Cola
$831,961$1,992 -0.2%13,3630.6%Consumer Staples
Medtronic plc stock logo
MDT
Medtronic
$828,666$99,050 -10.7%10,3740.6%Medical
Sanofi stock logo
SNY
Sanofi
$819,001$17,118 -2.0%16,9850.6%Medical
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$807,816$485,677 150.8%3,6010.6%Finance
Union Pacific Co. stock logo
UNP
Union Pacific
$771,4450.0%3,3830.5%Transportation
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$768,468$9,943 1.3%3,4780.5%Finance
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$716,908$1,191,933 -62.4%17,6320.5%ETF
iShares Micro-Cap ETF stock logo
IWC
iShares Micro-Cap ETF
$715,098$46,934 7.0%5,4850.5%ETF
3M stock logo
MMM
3M
$690,6130.0%5,3500.5%Multi-Sector Conglomerates
AT&T Inc. stock logo
T
AT&T
$688,486$33,584 5.1%30,2380.5%Computer and Technology
Vanguard Communication Services ETF stock logo
VOX
Vanguard Communication Services ETF
$686,771$39,514 6.1%4,4320.5%ETF
CVS Health Co. stock logo
CVS
CVS Health
$669,741$60,588 -8.3%14,9230.5%Retail/Wholesale
Omnicom Group Inc. stock logo
OMC
Omnicom Group
$657,339$8,604 -1.3%7,6400.5%Business Services
Starbucks Co. stock logo
SBUX
Starbucks
$641,477$12,775 -2.0%7,0300.4%Retail/Wholesale
Novartis AG stock logo
NVS
Novartis
$636,1960.0%6,5380.4%Medical
International Flavors & Fragrances Inc. stock logo
IFF
International Flavors & Fragrances
$612,288$39,906 -6.1%7,2420.4%Basic Materials
Essential Utilities, Inc. stock logo
WTRG
Essential Utilities
$597,142$5,192 -0.9%16,4460.4%Utilities
PPG Industries, Inc. stock logo
PPG
PPG Industries
$592,4670.0%4,9600.4%Basic Materials
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$568,8820.0%7,5160.4%ETF
RTX Co. stock logo
RTX
RTX
$562,969$73,018 -11.5%4,8650.4%Aerospace
The Kroger Co. stock logo
KR
Kroger
$561,9680.0%9,1900.4%Retail/Wholesale
Deere & Company stock logo
DE
Deere & Company
$549,962$423,700 335.6%1,2980.4%Industrial Products
NIKE, Inc. stock logo
NKE
NIKE
$531,1790.0%7,0200.4%Consumer Discretionary
Adobe Inc. stock logo
ADBE
Adobe
$475,3330.0%1,0690.3%Computer and Technology
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$464,301$7,561 -1.6%6,1410.3%Finance
The Boeing Company stock logo
BA
Boeing
$453,474$5,310 -1.2%2,5620.3%Aerospace
American States Water stock logo
AWR
American States Water
$452,406$777 -0.2%5,8210.3%Utilities
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$452,136$19,896 -4.2%4,5450.3%Medical
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$431,0250.0%8870.3%Aerospace
The Hershey Company stock logo
HSY
Hershey
$423,3750.0%2,5000.3%Consumer Staples
Garmin Ltd. stock logo
GRMN
Garmin
$422,8330.0%2,0500.3%Computer and Technology
Danaher Co. stock logo
DHR
Danaher
$412,0410.0%1,7950.3%Multi-Sector Conglomerates
Salesforce, Inc. stock logo
CRM
Salesforce
$409,5310.0%1,2250.3%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$378,911$9,953 -2.6%3,3500.3%Medical
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$358,492$46,114 14.8%3,8870.2%Utilities
The Clorox Company stock logo
CLX
Clorox
$358,2750.0%2,2060.2%Consumer Staples
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$357,455$7,401 -2.0%4,8300.2%Finance
Philip Morris International Inc. stock logo
PM
Philip Morris International
$357,193$13,238 -3.6%2,9680.2%Consumer Staples
FedEx Co. stock logo
FDX
FedEx
$344,6130.0%1,2250.2%Transportation
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$343,3620.0%4,3680.2%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$327,276$19,947 -5.7%2,3790.2%ETF
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$318,033$62,899 24.7%2,4270.2%Consumer Staples
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$313,4480.0%2,3790.2%ETF
Devon Energy Co. stock logo
DVN
Devon Energy
$310,8390.0%9,5000.2%Oils/Energy
Duke Energy Co. stock logo
DUK
Duke Energy
$297,896$44,819 17.7%2,7650.2%Utilities
Target Co. stock logo
TGT
Target
$253,4610.0%1,8750.2%Retail/Wholesale
The Southern Company stock logo
SO
Southern
$230,4650.0%2,8000.2%Utilities
Occidental Petroleum Co. stock logo
OXY
Occidental Petroleum
$229,611$81,411 54.9%4,6480.2%Oils/Energy

Showing largest 100 holdings. View all holdings.
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