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

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About Peoples Bank/Ks

Investment Activity

Peoples Bank/Ks has $127.91 million in total holdings as of March 31, 2024.
Peoples Bank/Ks owns shares of 270 different stocks, but just 51 companies or ETFs make up 80% of its holdings.
Approximately 1.19% of the portfolio was purchased this quarter.
About 5.15% of the portfolio was sold this quarter.
This quarter, Peoples Bank/Ks has purchased 268 new stocks and bought additional shares in 18 stocks.
Peoples Bank/Ks sold shares of 89 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $8,781,011
Microsoft: $8,095,208
iShares Preferred and Income Securities ETF: $4,262,476
Invesco QQQ: $4,036,467
PepsiCo: $3,612,522

Largest New Holdings this Quarter

Invesco S&P MidCap Quality ETF: $21,899 Holding
First Trust Nasdaq Cybersecurity ETF: $12,065 Holding
VanEck Semiconductor ETF: $11,699 Holding
SPDR S&P Capital Markets ETF: $10,502 Holding
Invesco S&P MidCap Momentum ETF: $7,695 Holding

Largest Purchases this Quarter

Walmart: 19,361 shares (about $1.16M)
Chevron: 666 shares (about $105.05K)
Exxon Mobil: 390 shares (about $45.33K)
Starbucks: 270 shares (about $24.67K)
Zimmer Biomet: 175 shares (about $23.10K)

Largest Sales this Quarter

Technology Select Sector SPDR Fund: 6,205 shares (about $1.29M)
Invesco QQQ: 2,222 shares (about $986.58K)
Real Estate Select Sector SPDR Fund: 8,345 shares (about $329.79K)
Netflix: 275 shares (about $167.01K)
iShares iBoxx $ Investment Grade Corporate Bond ETF: 1,430 shares (about $155.75K)

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	$8,781,011	$107,229 ▼	-1.2%	20,882	6.9%	Finance
MSFT Microsoft	$8,095,208	$123,267 ▼	-1.5%	19,242	6.3%	Computer and Technology
PFF iShares Preferred and Income Securities ETF	$4,262,476	$68,627 ▼	-1.6%	132,295	3.3%	ETF
QQQ Invesco QQQ	$4,036,467	$986,583 ▼	-19.6%	9,091	3.2%	Finance
PEP PepsiCo	$3,612,522	$56,353 ▼	-1.5%	20,642	2.8%	Consumer Staples
AAPL Apple	$3,565,047	$151,759 ▼	-4.1%	20,790	2.8%	Computer and Technology
XOM Exxon Mobil	$3,476,610	$45,333 ▲	1.3%	29,909	2.7%	Oils/Energy
MCD McDonald's	$3,260,878	$40,881 ▼	-1.2%	11,566	2.5%	Retail/Wholesale
GOOGL Alphabet	$2,916,375	$46,788 ▼	-1.6%	19,323	2.3%	Computer and Technology
WFC Wells Fargo & Company	$2,645,314	$142,265 ▼	-5.1%	45,649	2.1%	Finance
JPM JPMorgan Chase & Co.	$2,539,994	$32,448 ▼	-1.3%	12,681	2.0%	Finance
CVS CVS Health	$2,449,135	$152,338 ▼	-5.9%	30,707	1.9%	Retail/Wholesale
LOW Lowe's Companies	$2,317,247	$79,475 ▼	-3.3%	9,097	1.8%	Retail/Wholesale
GD General Dynamics	$2,145,976	$26,835 ▼	-1.2%	7,597	1.7%	Aerospace
WMB Williams Companies	$2,135,906		0.0%	54,809	1.7%	Oils/Energy
SPY SPDR S&P 500 ETF Trust	$2,071,869		0.0%	3,961	1.6%	Finance
AMZN Amazon.com	$2,043,114	$38,781 ▼	-1.9%	11,327	1.6%	Retail/Wholesale
ELV Elevance Health	$2,009,249	$38,889 ▼	-1.9%	3,875	1.6%	Medical
VOO Vanguard S&P 500 ETF	$1,943,465	$72,105 ▼	-3.6%	4,043	1.5%	ETF
DVY iShares Select Dividend ETF	$1,936,490	$83,761 ▼	-4.1%	15,721	1.5%	ETF
WMT Walmart	$1,776,731	$1,164,932 ▲	190.4%	29,529	1.4%	Retail/Wholesale
JNJ Johnson & Johnson	$1,724,868	$65,647 ▼	-3.7%	10,904	1.3%	Medical
PG Procter & Gamble	$1,702,288	$11,357 ▼	-0.7%	10,492	1.3%	Consumer Staples
CMCSA Comcast	$1,601,813	$69,993 ▼	-4.2%	36,960	1.3%	Consumer Discretionary
CVX Chevron	$1,543,163	$105,054 ▲	7.3%	9,783	1.2%	Oils/Energy
XLK Technology Select Sector SPDR Fund	$1,534,508	$1,292,294 ▼	-45.7%	7,368	1.2%	ETF
V Visa	$1,527,300	$15,348 ▼	-1.0%	5,473	1.2%	Business Services
META Meta Platforms	$1,441,179	$31,562 ▼	-2.1%	2,968	1.1%	Computer and Technology
XLE Energy Select Sector SPDR Fund	$1,439,691	$16,614 ▼	-1.1%	15,251	1.1%	ETF
ENB Enbridge	$1,416,120	$79,594 ▼	-5.3%	39,142	1.1%	Oils/Energy
NEE NextEra Energy	$1,346,819		0.0%	21,077	1.1%	Utilities
ORCL Oracle	$1,262,358	$22,484 ▼	-1.7%	10,050	1.0%	Computer and Technology
MDLZ Mondelez International	$1,221,710	$15,750 ▼	-1.3%	17,453	1.0%	Consumer Staples
TSM Taiwan Semiconductor Manufacturing	$1,150,298	$85,031 ▼	-6.9%	8,455	0.9%	Computer and Technology
XLF Financial Select Sector SPDR Fund	$1,129,148	$36,003 ▼	-3.1%	26,815	0.9%	ETF
PFE Pfizer	$1,129,041	$77,754 ▼	-6.4%	40,687	0.9%	Medical
MDT Medtronic	$1,091,879	$51,243 ▼	-4.5%	12,529	0.9%	Medical
MCK McKesson	$1,060,251	$10,737 ▼	-1.0%	1,975	0.8%	Medical
DIA SPDR Dow Jones Industrial Average ETF Trust	$1,022,627	$15,910 ▼	-1.5%	2,571	0.8%	Finance
DIS Walt Disney	$988,290	$3,059 ▼	-0.3%	8,077	0.8%	Consumer Discretionary
CME CME Group	$975,222	$44,133 ▼	-4.3%	4,530	0.8%	Finance
XLB Materials Select Sector SPDR Fund	$963,801	$39,849 ▼	-4.0%	10,376	0.8%	ETF
VZ Verizon Communications	$943,470	$16,905 ▼	-1.8%	22,491	0.7%	Computer and Technology
ABBV AbbVie	$912,313	$2,731 ▼	-0.3%	5,010	0.7%	Medical
MA Mastercard	$899,551	$40,932 ▼	-4.4%	1,868	0.7%	Business Services
XLRE Real Estate Select Sector SPDR Fund	$867,534	$329,791 ▼	-27.5%	21,952	0.7%	ETF
IFF International Flavors & Fragrances	$846,448	$34,394 ▼	-3.9%	9,844	0.7%	Consumer Staples
KO Coca-Cola	$836,621	$42,825 ▼	-4.9%	13,675	0.7%	Consumer Staples
SNY Sanofi	$816,281	$37,753 ▼	-4.4%	16,800	0.6%	Medical
OMC Omnicom Group	$767,301	$2,903 ▼	-0.4%	7,930	0.6%	Business Services
BK Bank of New York Mellon	$754,507	$2,880 ▼	-0.4%	13,097	0.6%	Finance
PPG PPG Industries	$724,499		0.0%	5,000	0.6%	Basic Materials
SBUX Starbucks	$660,273	$24,675 ▲	3.9%	7,225	0.5%	Retail/Wholesale
NVS Novartis	$646,424	$28,051 ▼	-4.2%	6,683	0.5%	Medical
D Dominion Energy	$641,004	$40,573 ▼	-6.0%	13,034	0.5%	Utilities
WTRG Essential Utilities	$638,893	$93,525 ▼	-12.8%	17,249	0.5%	Utilities
MRK Merck & Co., Inc.	$626,101	$121,526 ▼	-16.3%	4,745	0.5%	Medical
MMM 3M	$613,595	$5,303 ▼	-0.9%	5,785	0.5%	Multi-Sector Conglomerates
CAT Caterpillar	$555,846		0.0%	1,517	0.4%	Industrial Products
ADBE Adobe	$541,892	$25,228 ▼	-4.4%	1,074	0.4%	Computer and Technology
INTC Intel	$538,307	$46,368 ▼	-7.9%	12,190	0.4%	Computer and Technology
KR Kroger	$536,450		0.0%	9,390	0.4%	Retail/Wholesale
EFA iShares MSCI EAFE ETF	$524,745	$15,572 ▼	-2.9%	6,571	0.4%	Finance
T AT&T	$521,352	$30,218 ▼	-5.5%	29,641	0.4%	Computer and Technology
BA Boeing	$501,186	$89,353 ▼	-15.1%	2,597	0.4%	Aerospace
DVN Devon Energy	$499,791		0.0%	9,960	0.4%	Oils/Energy
IWC iShares Micro-Cap ETF	$490,819	$132,097 ▼	-21.2%	4,050	0.4%	ETF
XLU Utilities Select Sector SPDR Fund	$483,903		0.0%	7,371	0.4%	ETF
DHR Danaher	$475,715		0.0%	1,905	0.4%	Multi-Sector Conglomerates
NKE NIKE	$459,556	$22,085 ▼	-4.6%	4,890	0.4%	Consumer Discretionary
GSK GSK	$424,296	$3,000 ▼	-0.7%	9,900	0.3%	Medical
AWR American States Water	$421,228		0.0%	5,831	0.3%	Utilities
LMT Lockheed Martin	$403,455		0.0%	887	0.3%	Aerospace
ABT Abbott Laboratories	$395,304	$1,137 ▼	-0.3%	3,478	0.3%	Medical
SCHW Charles Schwab	$378,689	$14,468 ▼	-3.7%	5,235	0.3%	Finance
XLV Health Care Select Sector SPDR Fund	$372,866	$5,170 ▲	1.4%	2,524	0.3%	ETF
FDX FedEx	$356,363	$37,664 ▼	-9.6%	1,230	0.3%	Transportation
IWM iShares Russell 2000 ETF	$350,989	$103,467 ▼	-22.8%	1,669	0.3%	Finance
C Citigroup	$339,592	$25,295 ▼	-6.9%	5,370	0.3%	Finance
CLX Clorox	$337,759		0.0%	2,206	0.3%	Consumer Staples
XLP Consumer Staples Select Sector SPDR Fund	$335,826	$13,516 ▲	4.2%	4,398	0.3%	ETF
TGT Target	$333,152		0.0%	1,880	0.3%	Retail/Wholesale
XLI Industrial Select Sector SPDR Fund	$318,923	$14,233 ▼	-4.3%	2,532	0.2%	ETF
GRMN Garmin	$305,183	$52,104 ▼	-14.6%	2,050	0.2%	Computer and Technology
AEP American Electric Power	$291,619		0.0%	3,387	0.2%	Utilities
BLK BlackRock	$284,289		0.0%	341	0.2%	Finance
XLY Consumer Discretionary Select Sector SPDR Fund	$264,058	$13,607 ▲	5.4%	1,436	0.2%	Finance
PM Philip Morris International	$258,181	$7,788 ▲	3.1%	2,818	0.2%	Consumer Staples
KMB Kimberly-Clark	$251,843	$4,527 ▼	-1.8%	1,947	0.2%	Consumer Staples
DUK Duke Energy	$239,548		0.0%	2,477	0.2%	Utilities
ICLN iShares Global Clean Energy ETF	$224,349	$839 ▼	-0.4%	16,048	0.2%	ETF
SO Southern	$200,872		0.0%	2,800	0.2%	Utilities
PSX Phillips 66	$200,739	$6,370 ▼	-3.1%	1,229	0.2%	Oils/Energy
BAC Bank of America	$199,021		0.0%	5,250	0.2%	Finance
OXY Occidental Petroleum	$194,970		0.0%	3,000	0.2%	Oils/Energy
DG Dollar General	$188,049	$7,803 ▼	-4.0%	1,205	0.1%	Retail/Wholesale
COF Capital One Financial	$185,366		0.0%	1,245	0.1%	Finance
COP ConocoPhillips	$178,192		0.0%	1,400	0.1%	Energy
ECL Ecolab	$176,638	$16,163 ▼	-8.4%	765	0.1%	Basic Materials
PAVE Global X U.S. Infrastructure Development ETF	$174,565	$44,786 ▼	-20.4%	4,385	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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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

About MarketBeat

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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