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CIK: 0001056943
Total reported value
$231.4M
$231.4M
259 檔
22.9%
According to the latest 13F quarterly dataset, Peoples Financial Services CORP. managed an equity portfolio of $231.4M at the end of Q4 2024, spanning 259 distinct U.S. exchange-listed positions.
In Q4 2024, Peoples Financial Services CORP. adopted a defensive or profit-taking posture, trimming 43 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 259 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.07% | +0.14% | -1.38% | |
| 2 | PFIS | Peoples Financial Services | Stock-Other | 4.99% | +0.29% | -6.11% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.80% | +0.84% | -2.10% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.58% | -0.31% | -2.78% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 4.16% | -0.64% | -0.99% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.53% | +0.13% | +0.27% | |
| 7 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.38% | -0.51% | -0.30% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.37% | -0.15% | -2.06% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.94% | +0.29% | -0.04% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.84% | +0.01% | -0.94% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 1.82% | +0.10% | -0.74% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.82% | -0.75% | -0.59% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.70% | -0.08% | -2.55% | |
| 14 | AXP | American Express Co | Stock-Financials | 1.55% | +0.01% | -3.91% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.43% | -0.07% | — | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.35% | -0.12% | -1.32% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.31% | +0.04% | -0.07% | |
| 18 | FAST | Fastenal Co | Stock-Industrials | 1.23% | -0.10% | -4.54% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.15% | +0.09% | -0.17% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.12% | -0.42% | -0.04% | |
| 21 | EMR | Emerson Electric Co | Stock-Industrials | 1.12% | — | -0.22% | |
| 22 | CSCO | Cisco Systems Inc | Stock-Tech | 1.09% | +0.45% | -0.73% | |
| 23 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.06% | +0.08% | -1.96% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.06% | -0.01% | -1.25% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.04% | -0.04% | -0.88% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | -0.03% | -2.07% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 1.00% | -0.09% | +2.23% | |
| 28 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.96% | -0.07% | -0.14% | |
| 29 | MCHP | Microchip Technology Inc | Stock-Tech | 0.91% | +0.05% | -2.93% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.91% | -0.09% | -3.66% | |
| 31 | ADI | Analog Devices Inc | Stock-Tech | 0.90% | +0.14% | -1.23% | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 0.89% | -0.15% | — | |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 0.86% | +0.17% | -0.79% | |
| 34 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.79% | -0.22% | -1.23% | |
| 35 | SO | Southern Co/the | Stock-Utilities | 0.75% | -0.08% | -0.19% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.72% | -0.11% | -9.48% | |
| 37 | BLK | Blackrock Inc | Stock-Financials | 0.72% | -0.05% | — | |
| 38 | PNC | Pnc Financial Services Group | Stock-Financials | 0.71% | -0.01% | -0.62% | |
| 39 | ADBE | Adobe Inc | Stock-Tech | 0.71% | -0.05% | +3.63% | |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.71% | -0.06% | -0.02% | |
| 41 | BA | Boeing Co/the | Stock-Industrials | 0.70% | — | -3.68% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.69% | -0.11% | -2.22% | |
| 43 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.69% | -0.01% | -0.24% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.11% | -3.11% | |
| 45 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.65% | -0.05% | -0.53% | |
| 46 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.63% | — | -0.14% | |
| 47 | MS | Morgan Stanley | Stock-Financials | 0.63% | +0.09% | -0.18% | |
| 48 | DE | Deere & Co | Stock-Industrials | 0.61% | +0.01% | -4.26% | |
| 49 | ENB | Enbridge Inc | Stock-Energy | 0.60% | -0.07% | -1.77% | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.60% | -0.02% | -4.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.1% | -0.99% | Trim |
| 2 | BLK | Blackrock Inc | +0.7% | NEW | New buy |
| 3 | AMZN | Amazon.com Inc | +0.6% | +0.27% | Add |
| 4 | AAPL | Apple Inc | +0.5% | -1.38% | Trim |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | -0.04% | Trim |
| 6 | JPM | Jpmorgan Chase & Co | +0.2% | -0.94% | Trim |
| 7 | PFIS | Peoples Financial Services | +0.2% | -6.11% | Trim |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.07% | Trim |
| 9 | EMR | Emerson Electric Co | +0.2% | -0.22% | Trim |
| 10 | GS | Goldman Sachs Group Inc | +0.1% | -1.96% | Trim |
| 11 | CSCO | Cisco Systems Inc | +0.1% | -0.73% | Trim |
| 12 | MS | Morgan Stanley | +0.1% | -0.18% | Trim |
| 13 | AXP | American Express Co | +0.1% | -3.91% | Trim |
| 14 | MA | Mastercard Inc - A | +0.1% | -2.55% | Trim |
| 15 | BA | Boeing Co/the | +0.1% | -3.68% | Trim |
| 16 | WFC | Wells Fargo & Co | +0.1% | -0.19% | Trim |
| 17 | WMT | Walmart Inc | +0.1% | -3.11% | Trim |
| 18 | HD | Home Depot Inc | 0% | -1.25% | Trim |
| 19 | SO | Southern Co/the | -0.1% | -0.19% | Trim |
| 20 | VXUS | Vanguard Total Intl Stock | -0.1% | -0.14% | Trim |
| 21 | NBTB | N B T Bancorp Inc | -0.1% | -21.05% | Trim |
| 22 | VNQ | Vanguard Real Estate ETF | -0.1% | -0.30% | Trim |
| 23 | ADI | Analog Devices Inc | -0.1% | -1.23% | Trim |
| 24 | PFE | Pfizer Inc | -0.1% | -5.10% | Trim |
| 25 | NKE | Nike Inc -cl B | -0.1% | -1.35% | Trim |
| 26 | UNP | Union Pacific CORP | -0.1% | -11.13% | Trim |
| 27 | GIS | General Mills Inc | -0.1% | -0.65% | Trim |
| 28 | ADBE | Adobe Inc | -0.1% | +3.63% | Add |
| 29 | PG | Procter & Gamble Co/the | -0.1% | -2.06% | Trim |
| 30 | MCD | Mcdonald's CORP | -0.1% | -0.30% | Trim |
| 31 | VZ | Verizon Communications Inc | -0.1% | -1.23% | Trim |
| 32 | QCOM | Qualcomm Inc | -0.1% | -0.79% | Trim |
| 33 | AMAT | Applied Materials Inc | -0.1% | -0.10% | Trim |
| 34 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | +9.41% | Add |
| 35 | EXPD | Expeditors Intl Wash Inc | -0.1% | -21.80% | Trim |
| 36 | KO | Coca-cola Co/the | -0.1% | -4.34% | Trim |
| 37 | LMT | Lockheed Martin CORP | -0.1% | -0.66% | Trim |
| 38 | AMGN | Amgen Inc | -0.1% | +1.04% | Add |
| 39 | MSFT | Microsoft CORP | -0.1% | -2.78% | Trim |
| 40 | MDLZ | Mondelez International Inc-a | -0.1% | -4.98% | Trim |
| 41 | XOM | Exxon Mobil CORP | -0.1% | -0.59% | Trim |
| 42 | MRK | Merck & Co. Inc. | -0.1% | -0.88% | Trim |
| 43 | NEE | Nextera Energy Inc | -0.1% | — | Unchanged |
| 44 | JNJ | Johnson & Johnson | -0.2% | -1.32% | Trim |
| 45 | PEP | Pepsico Inc | -0.2% | -9.48% | Trim |
| 46 | ABBV | Abbvie Inc | -0.2% | -0.74% | Trim |
| 47 | BAC | Bank Of America CORP | -0.2% | -93.88% | Trim |
| 48 | MCHP | Microchip Technology Inc | -0.4% | -2.93% | Trim |
| 49 | BLKCHF | Blackrock Inc | -0.7% | EXIT | Sold out |
| 50 | LLY | Eli Lilly & Co | -0.7% | -2.10% | Trim |
According to official SEC Form 13F filings, Peoples Financial Services CORP. reported a total U.S. public equity portfolio value of $231.4M across 259 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, PFIS, LLY) accounted for 22.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $1.6M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $1.4M
During Q4 2024, Peoples Financial Services CORP.'s top holdings by market value included AAPL (6.1%)、PFIS (5.0%)、LLY (4.8%). The largest single position, AAPL, represented 6.1% of total portfolio value.
In Q4 2024, Peoples Financial Services CORP. made 49 total portfolio adjustments, initiating 1 new buys, adding to 4 positions, trimming 43 holdings, and fully liquidating 1 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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