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CIK: 0000934866
Total reported value
$194.5M
$194.5M
97 檔
31.4%
In Q4 2024, Peoples Bank /oh's U.S. equity holdings reached a combined market value of $194.5M, distributed across 97 disclosed stock positions.
In Q4 2024, Peoples Bank /oh adopted a defensive or profit-taking posture, trimming 71 positions and completely liquidating 31 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including PEBO, IVV, IVW) accounted for 31.4% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PEBO | Peoples Bancorp Inc | Stock-Other | 11.02% | -0.19% | +1.07% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.69% | +0.53% | -22.64% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.84% | +0.69% | -0.74% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.37% | +0.05% | -3.90% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.99% | +0.03% | -17.72% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.91% | -0.10% | -6.41% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.04% | +0.23% | -0.35% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.02% | -0.04% | -6.74% | |
| 9 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.02% | -0.69% | +2.02% | |
| 10 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.84% | -0.08% | +0.75% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.54% | -0.17% | -0.67% | |
| 12 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.19% | -0.04% | +2.17% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 2.12% | -0.96% | -6.10% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.85% | -0.09% | -22.09% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.79% | +0.51% | +2.34% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.79% | -0.39% | -8.77% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.62% | +0.22% | +0.58% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.47% | -0.12% | -15.71% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.37% | -0.02% | +195.49% | |
| 20 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.34% | — | +2.41% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.31% | +0.11% | -30.36% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.19% | -0.17% | -17.71% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.17% | -0.06% | -1.10% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.08% | +0.07% | -24.03% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.05% | +0.08% | -11.65% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 1.03% | -0.50% | -12.00% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.94% | -0.08% | -5.76% | |
| 28 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.85% | — | -19.28% | |
| 29 | FISV | Fiserv Inc | Stock-Other | 0.82% | — | -5.31% | |
| 30 | LII | Lennox International Inc | Stock-Industrials | 0.81% | +0.02% | — | |
| 31 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.72% | -0.01% | +1.82% | |
| 32 | DE | Deere & Co | Stock-Industrials | 0.65% | -0.05% | -1.13% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | -0.14% | -16.44% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.62% | -0.07% | -20.48% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.03% | -35.68% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | +0.14% | -12.89% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.57% | -0.08% | -9.81% | |
| 38 | ESCA | Escalade Inc | Stock-Other | 0.56% | -0.06% | -4.96% | |
| 39 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.56% | -0.16% | EXIT | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.53% | — | -1.88% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.51% | -0.05% | -19.37% | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.49% | -0.07% | -0.14% | |
| 43 | PSX | Phillips 66 | Stock-Energy | 0.47% | -0.16% | -5.19% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.45% | -0.12% | -22.89% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.44% | +0.06% | -5.19% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.06% | -26.85% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.44% | -0.06% | -60.72% | |
| 48 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.42% | -0.07% | -1.52% | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.39% | -0.07% | -16.09% | |
| 50 | CSX | Csx CORP | Stock-Industrials | 0.38% | -0.01% | -1.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PEBO | Peoples Bancorp Inc | +2% | +1.07% | Add |
| 2 | IVW | Ishares S&p 500 Growth ETF | +1% | -0.74% | Trim |
| 3 | IJH | Ishares Core S&p Midcap ETF | +0.5% | -3.90% | Trim |
| 4 | IWB | Ishares Russell 1000 ETF | +0.4% | -0.67% | Trim |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | -6.41% | Trim |
| 6 | VGIT | Vanguard Intermediate-term T | +0.4% | +2.02% | Add |
| 7 | IVE | Ishares S&p 500 Value ETF | +0.3% | -0.35% | Trim |
| 8 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.3% | +2.17% | Add |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | +0.3% | +0.75% | Add |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | +0.3% | +2.34% | Add |
| 11 | JPIE | Jpmorgan Income ETF | +0.2% | +2.41% | Add |
| 12 | IJR | Ishares Core S&p Small-cap E | +0.2% | -6.74% | Trim |
| 13 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +56.51% | Add |
| 14 | FISV | Fiserv Inc | +0.2% | -5.31% | Trim |
| 15 | IWR | Ishares Russell Mid-cap ETF | +0.2% | -1.10% | Trim |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | -15.71% | Trim |
| 17 | CVX | Chevron CORP | +0.1% | -6.10% | Trim |
| 18 | ATSG* | Air Transport Services Group | +0.1% | NEW | New buy |
| 19 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +195.49% | Add |
| 20 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 21 | CME | Cme Group Inc | +0.1% | NEW | New buy |
| 22 | LII | Lennox International Inc | +0.1% | — | Unchanged |
| 23 | BAC | Bank Of America CORP | +0.1% | -1.88% | Trim |
| 24 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +1.82% | Add |
| 25 | MS | Morgan Stanley | +0.1% | -7.09% | Trim |
| 26 | DE | Deere & Co | +0.1% | -1.13% | Trim |
| 27 | AAPL | Apple Inc | +0.1% | -17.72% | Trim |
| 28 | VEA | Vanguard Ftse Developed ETF | +0.1% | +0.58% | Add |
| 29 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | — | Unchanged |
| 30 | VGT | Vanguard Info Tech ETF | +0.1% | -5.19% | Trim |
| 31 | ORCL | Oracle CORP | +0.1% | -5.76% | Trim |
| 32 | COP | Conocophillips | +0.1% | +21.03% | Add |
| 33 | ESCA | Escalade Inc | +0.1% | -4.96% | Trim |
| 34 | IGM | Ishares Expanded Tech Sector | +0.1% | -0.28% | Trim |
| 35 | IWM | Ishares Russell 2000 ETF | 0% | +18.71% | Add |
| 36 | BMY | Bristol-myers Squibb Co | 0% | +2.98% | Add |
| 37 | KR | Kroger Co | 0% | -4.87% | Trim |
| 38 | PG | Procter & Gamble Co/the | 0% | -8.77% | Trim |
| 39 | AMZN | Amazon.com Inc | 0% | -24.03% | Trim |
| 40 | QQQ | Invesco Qqq Trust Series 1 | 0% | -12.89% | Trim |
| 41 | SDY | Ss Spdr S&p Dividend ETF | 0% | -0.14% | Trim |
| 42 | IWF | Ishares Russell 1000 Growth | 0% | -10.81% | Trim |
| 43 | XMHQ | Invesco S&p Midcap Qual ETF | 0% | +14.38% | Add |
| 44 | IYW | Ishares Ustechnology ETF | 0% | — | Unchanged |
| 45 | GLW | Corning Inc | 0% | -1.05% | Trim |
| 46 | VTV | Vanguard Value ETF | 0% | +7.44% | Add |
| 47 | UBSI | United Bankshares Inc | 0% | — | Unchanged |
| 48 | CSX | Csx CORP | 0% | -1.83% | Trim |
| 49 | CHTR | Charter Communications Inc-a | 0% | -2.38% | Trim |
| 50 | SJNK | Ss Spdr Bb St Hi Yield ETF | 0% | — | Unchanged |
According to official SEC Form 13F filings, Peoples Bank /oh reported a total U.S. public equity portfolio value of $194.5M across 97 disclosed positions in Q4 2024.
During Q4 2024, Peoples Bank /oh's top holdings by market value included PEBO (11.0%)、IVV (9.7%)、IVW (5.8%). The largest single position, PEBO, represented 11.0% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
ATSG*
市值: $216.1K
Top Position Liquidated / Trimmed
SUSA
前期市值: $554.9K
In Q4 2024, Peoples Bank /oh made 120 total portfolio adjustments, initiating 3 new buys, adding to 15 positions, trimming 71 holdings, and fully liquidating 31 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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