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

About Peoples Bank/Ks

Investment Activity

Peoples Bank/Ks has $149.07 million in total holdings as of September 30, 2024.
Peoples Bank/Ks owns shares of 319 different stocks, but just 60 companies or ETFs make up 80% of its holdings.
Approximately 10.30% of the portfolio was purchased this quarter.
About 1.73% of the portfolio was sold this quarter.
This quarter, Peoples Bank/Ks has purchased 274 new stocks and bought additional shares in 22 stocks.
Peoples Bank/Ks sold shares of 63 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $9,582,987
Microsoft: $8,162,056
Apple: $4,757,860
Invesco QQQ: $4,481,906
iShares Preferred and Income Securities ETF: $4,380,824

Largest New Holdings this Quarter

Home Depot: $2,188,079 Holding
Analog Devices: $1,633,017 Holding
Cencora: $1,101,762 Holding
Cisco Systems: $1,021,659 Holding
UnitedHealth Group: $983,384 Holding

Largest Purchases this Quarter

Home Depot: 5,400 shares (about $2.19M)
Analog Devices: 7,095 shares (about $1.63M)
Real Estate Select Sector SPDR Fund: 26,135 shares (about $1.17M)
Cencora: 4,895 shares (about $1.10M)
Cisco Systems: 19,197 shares (about $1.02M)

Largest Sales this Quarter

CVS Health: 13,069 shares (about $821.78K)
Technology Select Sector SPDR Fund: 1,670 shares (about $377.01K)
Taiwan Semiconductor Manufacturing: 1,325 shares (about $230.11K)
Pfizer: 3,358 shares (about $97.14K)
Mondelez International: 1,026 shares (about $75.58K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.B Berkshire Hathaway	$9,582,987		0.0%	20,821	6.4%	Finance
MSFT Microsoft	$8,162,056	$30,120 ▼	-0.4%	18,969	5.5%	Computer and Technology
AAPL Apple	$4,757,860	$2,330 ▼	0.0%	20,420	3.2%	Computer and Technology
QQQ Invesco QQQ	$4,481,906	$63,449 ▲	1.4%	9,183	3.0%	Finance
PFF iShares Preferred and Income Securities ETF	$4,380,824	$15,945 ▼	-0.4%	131,875	2.9%	ETF
XOM Exxon Mobil	$3,863,790	$23,444 ▼	-0.6%	32,962	2.6%	Oils/Energy
MCD McDonald's	$3,489,645	$3,045 ▼	-0.1%	11,460	2.3%	Retail/Wholesale
PEP PepsiCo	$3,450,110	$52,205 ▼	-1.5%	20,289	2.3%	Consumer Staples
GOOGL Alphabet	$3,120,119	$48,925 ▼	-1.5%	18,813	2.1%	Computer and Technology
JPM JPMorgan Chase & Co.	$2,644,378	$1,054 ▼	0.0%	12,541	1.8%	Finance
WMB Williams Companies	$2,502,030		0.0%	54,809	1.7%	Oils/Energy
WFC Wells Fargo & Company	$2,480,360	$27,115 ▼	-1.1%	43,909	1.7%	Finance
LOW Lowe's Companies	$2,457,040		0.0%	9,072	1.6%	Retail/Wholesale
WMT Walmart	$2,333,572	$28,262 ▼	-1.2%	28,899	1.6%	Retail/Wholesale
GD General Dynamics	$2,292,675	$3,022 ▼	-0.1%	7,587	1.5%	Aerospace
DVY iShares Select Dividend ETF	$2,267,224	$143,170 ▲	6.7%	16,786	1.5%	ETF
SPY SPDR S&P 500 ETF Trust	$2,258,309	$2,869 ▼	-0.1%	3,936	1.5%	Finance
HD Home Depot	$2,188,079	$2,188,079 ▲	New Holding	5,400	1.5%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$2,101,648	$18,468 ▼	-0.9%	3,983	1.4%	ETF
XLRE Real Estate Select Sector SPDR Fund	$2,096,563	$1,167,139 ▲	125.6%	46,947	1.4%	ETF
AMZN Amazon.com	$2,084,421	$3,727 ▼	-0.2%	11,187	1.4%	Retail/Wholesale
ELV Elevance Health	$1,988,480		0.0%	3,824	1.3%	Medical
PG Procter & Gamble	$1,801,449		0.0%	10,401	1.2%	Consumer Staples
NEE NextEra Energy	$1,756,274		0.0%	20,777	1.2%	Utilities
JNJ Johnson & Johnson	$1,747,794	$19,285 ▼	-1.1%	10,785	1.2%	Medical
XLK Technology Select Sector SPDR Fund	$1,687,078	$377,013 ▼	-18.3%	7,473	1.1%	ETF
META Meta Platforms	$1,658,341	$2,862 ▼	-0.2%	2,897	1.1%	Computer and Technology
ORCL Oracle	$1,654,575		0.0%	9,710	1.1%	Computer and Technology
ADI Analog Devices	$1,633,017	$1,633,017 ▲	New Holding	7,095	1.1%	Computer and Technology
ENB Enbridge	$1,573,886	$14,213 ▼	-0.9%	38,757	1.1%	Oils/Energy
CVX Chevron	$1,507,737	$8,836 ▲	0.6%	10,238	1.0%	Oils/Energy
CMCSA Comcast	$1,507,429	$17,125 ▲	1.1%	36,090	1.0%	Consumer Discretionary
V Visa	$1,443,401	$16,496 ▼	-1.1%	5,250	1.0%	Business Services
XLE Energy Select Sector SPDR Fund	$1,322,791	$17,560 ▼	-1.3%	15,066	0.9%	ETF
XLF Financial Select Sector SPDR Fund	$1,214,050	$9,062 ▲	0.8%	26,795	0.8%	ETF
MDLZ Mondelez International	$1,195,052	$75,584 ▼	-5.9%	16,222	0.8%	Consumer Staples
PFE Pfizer	$1,175,369	$97,145 ▼	-7.6%	40,629	0.8%	Medical
COR Cencora	$1,101,762	$1,101,762 ▲	New Holding	4,895	0.7%	Medical
TSM Taiwan Semiconductor Manufacturing	$1,096,717	$230,111 ▼	-17.3%	6,315	0.7%	Computer and Technology
DIA SPDR Dow Jones Industrial Average ETF Trust	$1,087,801		0.0%	2,571	0.7%	Finance
MDT Medtronic	$1,045,577	$58,068 ▼	-5.3%	11,614	0.7%	Medical
CVS CVS Health	$1,023,243	$821,776 ▼	-44.5%	16,273	0.7%	Retail/Wholesale
CSCO Cisco Systems	$1,021,659	$1,021,659 ▲	New Holding	19,197	0.7%	Computer and Technology
SNY Sanofi	$999,278	$47,255 ▼	-4.5%	17,340	0.7%	Medical
XLB Materials Select Sector SPDR Fund	$993,763	$14,457 ▲	1.5%	10,311	0.7%	ETF
ABBV AbbVie	$984,423		0.0%	4,985	0.7%	Medical
UNH UnitedHealth Group	$983,384	$983,384 ▲	New Holding	1,682	0.7%	Medical
MCK McKesson	$976,452		0.0%	1,975	0.7%	Medical
KO Coca-Cola	$962,552	$2,874 ▼	-0.3%	13,395	0.6%	Consumer Staples
VZ Verizon Communications	$958,201	$35,246 ▼	-3.5%	21,341	0.6%	Computer and Technology
CME CME Group	$954,286	$13,239 ▼	-1.4%	4,325	0.6%	Finance
BK Bank of New York Mellon	$941,148		0.0%	13,097	0.6%	Finance
HON Honeywell International	$923,350	$923,350 ▲	New Holding	4,467	0.6%	Multi-Sector Conglomerates
MA Mastercard	$919,901		0.0%	1,863	0.6%	Business Services
UNP Union Pacific	$833,830	$833,830 ▲	New Holding	3,383	0.6%	Transportation
IFF International Flavors & Fragrances	$809,397	$41,970 ▼	-4.9%	7,714	0.5%	Basic Materials
OMC Omnicom Group	$800,224	$19,644 ▼	-2.4%	7,740	0.5%	Business Services
DIS Walt Disney	$772,097	$4,809 ▼	-0.6%	8,027	0.5%	Consumer Discretionary
IWM iShares Russell 2000 ETF	$758,264	$389,624 ▲	105.7%	3,433	0.5%	Finance
NVS Novartis	$751,990	$4,026 ▼	-0.5%	6,538	0.5%	Medical
D Dominion Energy	$747,439	$5,779 ▼	-0.8%	12,934	0.5%	Utilities
MMM 3M	$731,342	$20,505 ▼	-2.7%	5,350	0.5%	Multi-Sector Conglomerates
SBUX Starbucks	$698,985	$11,211 ▼	-1.6%	7,170	0.5%	Retail/Wholesale
RTX RTX	$665,884	$665,884 ▲	New Holding	5,496	0.4%	Aerospace
PPG PPG Industries	$656,996		0.0%	4,960	0.4%	Basic Materials
WTRG Essential Utilities	$639,664	$7,828 ▼	-1.2%	16,589	0.4%	Utilities
T AT&T	$632,786	$15,466 ▼	-2.4%	28,763	0.4%	Computer and Technology
IWC iShares Micro-Cap ETF	$632,006	$132,567 ▲	26.5%	5,125	0.4%	ETF
NKE NIKE	$620,568	$188,292 ▲	43.6%	7,020	0.4%	Consumer Discretionary
VOX Vanguard Communication Services ETF	$607,282	$607,282 ▲	New Holding	4,177	0.4%	ETF
XLU Utilities Select Sector SPDR Fund	$607,141		0.0%	7,516	0.4%	ETF
CAT Caterpillar	$589,783		0.0%	1,508	0.4%	Industrial Products
ADBE Adobe	$553,468	$2,589 ▼	-0.5%	1,069	0.4%	Computer and Technology
MRK Merck & Co., Inc.	$538,842		0.0%	4,745	0.4%	Medical
KR Kroger	$526,494	$5,729 ▼	-1.1%	9,190	0.4%	Retail/Wholesale
EFA iShares MSCI EAFE ETF	$521,920	$19,234 ▼	-3.6%	6,241	0.4%	Finance
LMT Lockheed Martin	$518,491		0.0%	887	0.3%	Aerospace
DHR Danaher	$499,026	$2,780 ▼	-0.6%	1,795	0.3%	Multi-Sector Conglomerates
AWR American States Water	$485,660		0.0%	5,831	0.3%	Utilities
HSY Hershey	$479,450	$479,450 ▲	New Holding	2,500	0.3%	Consumer Staples
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$468,859	$344,583 ▲	277.3%	4,150	0.3%	Finance
BA Boeing	$394,083		0.0%	2,592	0.3%	Aerospace
ABT Abbott Laboratories	$391,958	$3,990 ▼	-1.0%	3,438	0.3%	Medical
GSK GSK	$391,206	$2,657 ▼	-0.7%	9,570	0.3%	Medical
XLV Health Care Select Sector SPDR Fund	$388,743		0.0%	2,524	0.3%	ETF
UBER Uber Technologies	$378,756	$378,756 ▲	New Holding	5,040	0.3%	Computer and Technology
PM Philip Morris International	$373,668		0.0%	3,078	0.3%	Consumer Staples
DVN Devon Energy	$371,544		0.0%	9,500	0.2%	Oils/Energy
XLP Consumer Staples Select Sector SPDR Fund	$362,544	$2,490 ▼	-0.7%	4,368	0.2%	ETF
GRMN Garmin	$360,861		0.0%	2,050	0.2%	Computer and Technology
CLX Clorox	$359,378		0.0%	2,206	0.2%	Consumer Staples
AEP American Electric Power	$347,506		0.0%	3,387	0.2%	Utilities
CRM Salesforce	$335,280		0.0%	1,225	0.2%	Computer and Technology
FDX FedEx	$335,243		0.0%	1,225	0.2%	Transportation
PAVE Global X U.S. Infrastructure Development ETF	$326,316	$174,063 ▲	114.3%	7,930	0.2%	ETF
BLK BlackRock	$323,779		0.0%	341	0.2%	Finance
XLI Industrial Select Sector SPDR Fund	$322,204		0.0%	2,379	0.2%	ETF
SCHW Charles Schwab	$319,500	$19,766 ▼	-5.8%	4,930	0.2%	Finance
TGT Target	$292,236		0.0%	1,875	0.2%	Retail/Wholesale
XLY Consumer Discretionary Select Sector SPDR Fund	$287,723		0.0%	1,436	0.2%	Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

About Peoples Bank/Ks

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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

About Peoples Bank/Ks

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPeoples Bank/Ks

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools