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

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About Peoples Bank /Oh

Investment Activity

Peoples Bank /Oh has $179.46 million in total holdings as of March 31, 2024.
Peoples Bank /Oh owns shares of 124 different stocks, but just 38 companies or ETFs make up 80% of its holdings.
Approximately 7.04% of the portfolio was purchased this quarter.
About 2.07% of the portfolio was sold this quarter.
This quarter, Peoples Bank /Oh has purchased 119 new stocks and bought additional shares in 34 stocks.
Peoples Bank /Oh sold shares of 61 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Peoples Bancorp: $17,382,357
iShares Core S&P 500 ETF: $16,188,274
iShares Core S&P Mid-Cap ETF: $9,655,546
iShares S&P 500 Growth ETF: $8,823,640
SPDR S&P 500 ETF Trust: $6,956,309

Largest New Holdings this Quarter

Vanguard Value ETF: $248,524 Holding
Progressive: $244,047 Holding
Parker-Hannifin: $235,654 Holding
Citigroup: $229,877 Holding
Corning: $206,098 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF: 125,358 shares (about $7.61M)
iShares S&P 500 Value ETF: 4,985 shares (about $931.25K)
iShares 5-10 Year Investment Grade Corporate Bond ETF: 11,465 shares (about $591.59K)
Vanguard Intermediate-Term Treasury Index ETF: 8,019 shares (about $469.51K)
iShares Expanded Tech Sector ETF: 3,338 shares (about $287.67K)

Largest Sales this Quarter

iShares S&P 500 Growth ETF: 9,772 shares (about $825.15K)
iShares 1-5 Year Investment Grade Corporate Bond ETF: 6,205 shares (about $318.19K)
iShares Core S&P 500 ETF: 587 shares (about $308.60K)
Genuine Parts: 957 shares (about $148.27K)
Procter & Gamble: 894 shares (about $145.05K)

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
PEBO Peoples Bancorp	$17,382,357	$28,840 ▼	-0.2%	587,043	9.7%	Finance
IVV iShares Core S&P 500 ETF	$16,188,274	$308,603 ▼	-1.9%	30,792	9.0%	ETF
IJH iShares Core S&P Mid-Cap ETF	$9,655,546	$7,614,254 ▲	373.0%	158,965	5.4%	ETF
IVW iShares S&P 500 Growth ETF	$8,823,640	$825,147 ▼	-8.6%	104,496	4.9%	ETF
SPY SPDR S&P 500 ETF Trust	$6,956,309	$91,537 ▼	-1.3%	13,299	3.9%	Finance
VGIT Vanguard Intermediate-Term Treasury Index ETF	$6,271,868	$469,512 ▲	8.1%	107,120	3.5%	ETF
IJR iShares Core S&P Small-Cap ETF	$5,954,262	$31,830 ▼	-0.5%	53,875	3.3%	ETF
AAPL Apple	$5,045,799	$84,368 ▼	-1.6%	29,425	2.8%	Computer and Technology
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$4,707,004	$591,594 ▲	14.4%	91,221	2.6%	Manufacturing
ISTB iShares Core 1-5 Year USD Bond ETF	$4,516,850	$247,447 ▲	5.8%	95,212	2.5%	Manufacturing
IVE iShares S&P 500 Value ETF	$4,497,082	$931,249 ▲	26.1%	24,073	2.5%	ETF
CVX Chevron	$4,060,704	$86,284 ▼	-2.1%	25,743	2.3%	Oils/Energy
IWB iShares Russell 1000 ETF	$3,952,060	$7,201 ▼	-0.2%	13,721	2.2%	ETF
MSFT Microsoft	$3,292,554	$122,429 ▼	-3.6%	7,826	1.8%	Computer and Technology
SHY iShares 1-3 Year Treasury Bond ETF	$3,078,606	$194,718 ▲	6.8%	37,645	1.7%	Manufacturing
PG Procter & Gamble	$3,064,256	$145,052 ▼	-4.5%	18,886	1.7%	Consumer Staples
VEA Vanguard FTSE Developed Markets ETF	$3,053,149	$16,355 ▲	0.5%	60,856	1.7%	ETF
SCHD Schwab US Dividend Equity ETF	$2,768,434	$181,498 ▲	7.0%	34,335	1.5%	ETF
JPM JPMorgan Chase & Co.	$2,304,258	$7,211 ▼	-0.3%	11,504	1.3%	Finance
XOM Exxon Mobil	$2,217,047	$104,035 ▼	-4.5%	19,073	1.2%	Oils/Energy
IWR iShares Russell Mid-Cap ETF	$2,085,772	$36,159 ▼	-1.7%	24,804	1.2%	ETF
FNDF Schwab Fundamental International Large Company Index ETF	$2,013,175	$101,239 ▲	5.3%	56,534	1.1%	ETF
LLY Eli Lilly and Company	$1,853,878	$15,559 ▲	0.8%	2,383	1.0%	Medical
META Meta Platforms	$1,784,028	$20,394 ▲	1.2%	3,674	1.0%	Computer and Technology
EFA iShares MSCI EAFE ETF	$1,708,047	$2,715 ▼	-0.2%	21,388	1.0%	Finance
AMZN Amazon.com	$1,577,242	$361 ▲	0.0%	8,744	0.9%	Retail/Wholesale
NVDA NVIDIA	$1,467,381	$15,361 ▲	1.1%	1,624	0.8%	Computer and Technology
MRK Merck & Co., Inc.	$1,425,856	$35,759 ▼	-2.4%	10,806	0.8%	Medical
HD Home Depot	$1,296,952	$13,810 ▼	-1.1%	3,381	0.7%	Retail/Wholesale
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$1,284,921	$318,192 ▼	-19.8%	25,057	0.7%	Manufacturing
IEFA iShares Core MSCI EAFE ETF	$1,277,772	$47,798 ▲	3.9%	17,216	0.7%	ETF
ORCL Oracle	$1,255,851	$84,913 ▲	7.3%	9,998	0.7%	Computer and Technology
PSX Phillips 66	$1,233,873	$18,947 ▼	-1.5%	7,554	0.7%	Oils/Energy
FI Fiserv	$1,213,036	$12,786 ▼	-1.0%	7,590	0.7%	Business Services
DE Deere & Company	$1,156,645	$4,107 ▲	0.4%	2,816	0.6%	Industrial Products
JNJ Johnson & Johnson	$1,151,310	$20,407 ▼	-1.7%	7,278	0.6%	Medical
LII Lennox International	$1,106,553		0.0%	2,264	0.6%	Construction
IEI iShares 3-7 Year Treasury Bond ETF	$1,071,937		0.0%	9,256	0.6%	ETF
QQQ Invesco QQQ	$1,039,872	$24,421 ▼	-2.3%	2,342	0.6%	Finance
ESCA Escalade	$971,190		0.0%	70,632	0.5%	Consumer Discretionary
COST Costco Wholesale	$951,685	$30,038 ▼	-3.1%	1,299	0.5%	Retail/Wholesale
BLFS BioLife Solutions	$904,777		0.0%	48,775	0.5%	Medical
UNP Union Pacific	$895,432	$15,740 ▼	-1.7%	3,641	0.5%	Transportation
SDY SPDR S&P Dividend ETF	$824,580	$28,610 ▲	3.6%	6,283	0.5%	ETF
BAC Bank of America	$806,255	$47,400 ▼	-5.6%	21,262	0.4%	Finance
CSX CSX	$796,562	$23,910 ▼	-2.9%	21,488	0.4%	Transportation
LOW Lowe's Companies	$795,269	$4,585 ▼	-0.6%	3,122	0.4%	Retail/Wholesale
GOOGL Alphabet	$793,290	$11,320 ▼	-1.4%	5,256	0.4%	Computer and Technology
MCD McDonald's	$784,102	$67,386 ▼	-7.9%	2,781	0.4%	Retail/Wholesale
PEP PepsiCo	$782,471	$7,000 ▲	0.9%	4,471	0.4%	Consumer Staples
VGT Vanguard Information Technology ETF	$781,790	$30,936 ▼	-3.8%	1,491	0.4%	ETF
AVGO Broadcom	$763,436	$11,929 ▼	-1.5%	576	0.4%	Computer and Technology
ABBV AbbVie	$657,201	$30,775 ▲	4.9%	3,609	0.4%	Medical
AMAT Applied Materials	$652,721	$28,872 ▼	-4.2%	3,165	0.4%	Computer and Technology
DHI D.R. Horton	$648,328	$8,228 ▼	-1.3%	3,940	0.4%	Construction
IBM International Business Machines	$613,937	$9,548 ▲	1.6%	3,215	0.3%	Computer and Technology
OMFL Invesco Russell 1000 Dynamic Multifactor ETF	$602,615	$117,143 ▼	-16.3%	10,911	0.3%	ETF
SUSA iShares MSCI USA ESG Select ETF	$593,884	$5,022 ▼	-0.8%	5,440	0.3%	ETF
UNH UnitedHealth Group	$573,855	$10,883 ▲	1.9%	1,160	0.3%	Medical
CTAS Cintas	$554,431	$27,481 ▲	5.2%	807	0.3%	Industrial Products
CSCO Cisco Systems	$519,416	$20,463 ▼	-3.8%	10,407	0.3%	Computer and Technology
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$487,911		0.0%	6,277	0.3%	ETF
PRU Prudential Financial	$475,001	$10,566 ▲	2.3%	4,046	0.3%	Finance
MS Morgan Stanley	$468,917	$18,832 ▼	-3.9%	4,980	0.3%	Finance
DSI iShares MSCI KLD 400 Social ETF	$453,241	$103,633 ▼	-18.6%	4,496	0.3%	ETF
SHW Sherwin-Williams	$449,446	$2,779 ▼	-0.6%	1,294	0.3%	Construction
ABT Abbott Laboratories	$449,302	$13,639 ▼	-2.9%	3,953	0.3%	Medical
SYK Stryker	$433,382	$19,683 ▼	-4.3%	1,211	0.2%	Medical
GPC Genuine Parts	$430,706	$148,268 ▼	-25.6%	2,780	0.2%	Auto/Tires/Trucks
COP ConocoPhillips	$426,643	$24,438 ▼	-5.4%	3,352	0.2%	Oils/Energy
KR Kroger	$410,879	$11,712 ▼	-2.8%	7,192	0.2%	Retail/Wholesale
KO Coca-Cola	$385,496	$4,038 ▼	-1.0%	6,301	0.2%	Consumer Staples
SJNK SPDR Bloomberg Short Term High Yield Bond ETF	$355,855		0.0%	14,110	0.2%	ETF
V Visa	$351,641	$6,977 ▼	-1.9%	1,260	0.2%	Business Services
LINDE PLC	$350,561	$25,073 ▲	7.7%	755	0.2%	FOREIGN STOCK
OEF iShares S&P 100 ETF	$349,590		0.0%	1,413	0.2%	ETF
MDT Medtronic	$343,023	$8,715 ▲	2.6%	3,936	0.2%	Medical
BMY Bristol-Myers Squibb	$341,433	$5,586 ▼	-1.6%	6,296	0.2%	Medical
IGM iShares Expanded Tech Sector ETF	$339,722	$287,669 ▲	552.6%	3,942	0.2%	ETF
VTI Vanguard Total Stock Market ETF	$337,610		0.0%	1,299	0.2%	ETF
TXN Texas Instruments	$329,080	$13,762 ▼	-4.0%	1,889	0.2%	Computer and Technology
DHR Danaher	$322,139	$13,735 ▼	-4.1%	1,290	0.2%	Multi-Sector Conglomerates
PPG PPG Industries	$311,535	$3,623 ▼	-1.1%	2,150	0.2%	Basic Materials
IWF iShares Russell 1000 Growth ETF	$309,075	$1,348 ▼	-0.4%	917	0.2%	ETF
MET MetLife	$292,439	$23,345 ▼	-7.4%	3,946	0.2%	Finance
BP BP	$285,125		0.0%	7,567	0.2%	Oils/Energy
VZ Verizon Communications	$274,333	$6,294 ▲	2.3%	6,538	0.2%	Computer and Technology
HIG The Hartford Financial Services Group	$267,828	$4,122 ▼	-1.5%	2,599	0.1%	Finance
IYW iShares U.S. Technology ETF	$263,908		0.0%	1,954	0.1%	Manufacturing
BLK BlackRock	$263,449	$30,013 ▲	12.9%	316	0.1%	Finance
NTAP NetApp	$256,862		0.0%	2,447	0.1%	Computer and Technology
QCOM QUALCOMM	$255,814		0.0%	1,511	0.1%	Computer and Technology
ITW Illinois Tool Works	$255,719	$4,293 ▼	-1.7%	953	0.1%	Industrial Products
VO Vanguard Mid-Cap ETF	$255,607	$1,749 ▲	0.7%	1,023	0.1%	ETF
UBSI United Bankshares	$252,106		0.0%	7,044	0.1%	Finance
HON Honeywell International	$250,201	$23,604 ▲	10.4%	1,219	0.1%	Multi-Sector Conglomerates
OMC Omnicom Group	$248,577		0.0%	2,569	0.1%	Business Services
VTV Vanguard Value ETF	$248,524	$248,524 ▲	New Holding	1,526	0.1%	ETF
INTC Intel	$247,132	$5,521 ▼	-2.2%	5,595	0.1%	Computer and Technology
PGR Progressive	$244,047	$244,047 ▲	New Holding	1,180	0.1%	Finance

Showing largest 100 holdings. View all holdings.

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

About Peoples Bank /Oh

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

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

About Peoples Bank /Oh

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 /Oh

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information