Peoples Bank
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 22, 2024), Peoples Bank reported 134 stock positions worth $192.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 9.8% of the portfolio, followed by Peoples Bancorp (PEBO, 9.1%) and iShares S&P 500 Growth ETF (IVW, 5.1%). Compared with Q1 2024, it opened 17 new positions, sold out of 7, added to 51 and reduced 45. The biggest buy was a new position in JPMorgan Income ETF (JPIE) and the biggest sale Vanguard Intermediate-Term T (VGIT, shares −17%).
- Most Recent 13F
- Q2 2026
- Location
- MARIETTA, OH
- CIK
- 0000934866
- Portfolio Value
- $192.7M (Q2 2024)
- SEC Filing
- 0000934866-24-000007 ↗ filed Jul 22, 2024
Holdings Value
Holdings 134 stocks · $192.7M
| IVV iShares Core S&P 500 ETF | 9.84% | 34,664 | $19.0M | Add +12.6% |
| PEBO Peoples Bancorp Inc. | 9.13% | 586,305 | $17.6M | Reduce -0.1% |
| IVW iShares S&P 500 Growth ETF | 5.07% | 105,666 | $9.8M | Add +1.1% |
| IJH iShares Core S&P Midcap ETF | 4.74% | 155,988 | $9.1M | Reduce -1.9% |
| AAPL Apple Inc. | 3.58% | 32,763 | $6.9M | Add +11.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.46% | 12,239 | $6.7M | Reduce -8.0% |
| IJR iShares Core S&P Small-Cap E | 2.71% | 48,982 | $5.2M | Reduce -9.1% |
| VGIT Vanguard Intermediate-Term T | 2.68% | 88,837 | $5.2M | Reduce -17.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 2.50% | 94,017 | $4.8M | Add +3.1% |
| IVE iShares S&P 500 Value ETF | 2.40% | 25,424 | $4.6M | Add +5.6% |
| CVX Chevron Corp. | 2.16% | 26,593 | $4.2M | Add +3.3% |
| MSFT Microsoft Corp. | 2.16% | 9,296 | $4.2M | Add +18.8% |
| IWB iShares Russell 1000 ETF | 2.11% | 13,691 | $4.1M | Reduce -0.2% |
| ISTB iShares Core 1-5 Year Usd Bo | 1.92% | 78,103 | $3.7M | Reduce -18.0% |
| PG The Procter & Gamble Co. | 1.72% | 20,046 | $3.3M | Add +6.1% |
| SHY iShares 1-3 Year Treasury Bo | 1.64% | 38,652 | $3.2M | Add +2.7% |
| VEA Vanguard Ftse Developed ETF | 1.60% | 62,231 | $3.1M | Add +2.3% |
| JPM JPMorgan Chase & Co. | 1.39% | 13,280 | $2.7M | Add +15.4% |
| NVDA Nvidia Corp. | 1.37% | 21,380 | $2.6M | Add +31.6% |
| SCHD Schwab US DVD Equity ETF | 1.29% | 31,907 | $2.5M | Reduce -7.1% |
| LLY Eli Lilly & Co. | 1.22% | 2,605 | $2.4M | Add +9.3% |
| JPIE JPMorgan Income ETF | 1.16% | 49,066 | $2.2M | New |
| META Meta Platforms Inc. Class A | 1.16% | 4,422 | $2.2M | Add +20.4% |
| XOM Exxon Mobil Corp. | 1.13% | 18,875 | $2.2M | Reduce -1.0% |
| AMZN Amazon.com Inc. | 1.11% | 11,073 | $2.1M | Add +26.6% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.04% | 57,245 | $2.0M | Add +1.3% |
| IWR iShares Russell Mid-Cap ETF | 1.01% | 23,908 | $1.9M | Reduce -3.6% |
| EFA iShares MSCI Eafe ETF | 0.85% | 20,886 | $1.6M | Reduce -2.4% |
| GOOGL Alphabet Inc. Class A | 0.77% | 8,181 | $1.5M | Add +55.6% |
| ORCL Oracle Corp. | 0.76% | 10,367 | $1.5M | Add +3.7% |
| MRK Merck & Co. Inc. | 0.73% | 11,424 | $1.4M | Add +5.7% |
| HD Home Depot Inc. | 0.69% | 3,866 | $1.3M | Add +14.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.68% | 25,436 | $1.3M | Add +1.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.64% | 17,098 | $1.2M | Reduce -0.7% |
| COST Costco Wholesale Corp. | 0.64% | 1,443 | $1.2M | Add +11.1% |
| LII Lennox International Inc. | 0.63% | 2,264 | $1.2M | No change |
| AVGO Broadcom Inc. | 0.61% | 727 | $1.2M | Add +26.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.60% | 2,426 | $1.2M | Add +3.6% |
| FISV Fiserv Inc. | 0.58% | 7,450 | $1.1M | Reduce -1.8% |
| IEI iShares 3-7 Year Treasury Bo | 0.55% | 9,256 | $1.1M | No change |
| PSX Phillips 66 | 0.55% | 7,474 | $1.1M | Reduce -1.1% |
| JNJ Johnson & Johnson | 0.54% | 7,159 | $1.0M | Reduce -1.6% |
| DE Deere & Co. | 0.54% | 2,785 | $1.0M | Reduce -1.1% |
| ESCA Escalade Inc. | 0.51% | 70,632 | $974K | No change |
| MCD McDonald's Corp. | 0.45% | 3,421 | $872K | Add +23.0% |
| VGT Vanguard Info Tech ETF | 0.44% | 1,470 | $848K | Reduce -1.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.43% | 21,012 | $836K | Reduce -1.2% |
| SDY SS SPDR S&P Dividend ETF | 0.42% | 6,364 | $809K | Add +1.3% |
| UNP Union Pacific Corp. | 0.41% | 3,506 | $793K | Reduce -3.7% |
| AMAT Applied Materials Inc. | 0.40% | 3,301 | $779K | Add +4.3% |
| PEP Pepsico Inc. | 0.38% | 4,418 | $729K | Reduce -1.2% |
| CSX CSX Corp. | 0.37% | 21,323 | $713K | Reduce -0.8% |
| ABBV Abbvie Inc. | 0.36% | 4,058 | $696K | Add +12.4% |
| UNH Unitedhealth Group Inc. | 0.36% | 1,355 | $690K | Add +16.8% |
| LOW Lowe's Cos Inc. | 0.35% | 3,077 | $678K | Reduce -1.4% |
| CSCO Cisco Systems Inc. | 0.34% | 13,959 | $663K | Add +34.1% |
| CTAS Cintas Corp. | 0.32% | 876 | $613K | Add +8.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 3,452 | $597K | Add +7.4% |
| SUSA iShares ESG Optimized MSCI U | 0.30% | 5,065 | $569K | Reduce -6.9% |
| PRU Prudential Financial Inc. | 0.29% | 4,738 | $555K | Add +17.1% |
| DHI D.R. Horton Inc. | 0.28% | 3,780 | $533K | Reduce -4.1% |
| OMFL Invesco Russell 1000 DYN M/F | 0.28% | 10,128 | $532K | Reduce -7.2% |
| KO The Coca-Cola Co. | 0.27% | 8,250 | $525K | Add +30.9% |
| GD General Dynamics Corp. | 0.27% | 1,761 | $511K | Add +114.8% |
| MS Morgan Stanley | 0.26% | 5,126 | $498K | Add +2.9% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.25% | 6,277 | $484K | No change |
| TXN Texas Instruments Inc. | 0.23% | 2,284 | $444K | Add +20.9% |
| SYK Stryker Corp. | 0.23% | 1,289 | $439K | Add +6.4% |
| CAT Caterpillar Inc. | 0.23% | 1,315 | $438K | New |
| PFE Pfizer Inc. | 0.21% | 14,730 | $412K | Add +95.6% |
| ABT Abbott Laboratories | 0.21% | 3,898 | $405K | Reduce -1.4% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.21% | 3,867 | $402K | Reduce -14.0% |
| SHW The Sherwin-Williams Co. | 0.21% | 1,334 | $398K | Add +3.1% |
| V Visa Inc. Class A | 0.20% | 1,504 | $395K | Add +19.4% |
| GPC Genuine Parts Co. | 0.20% | 2,775 | $384K | Reduce -0.2% |
| QCOM Qualcomm Inc. | 0.20% | 1,895 | $377K | Add +25.4% |
| TRV The Travelers Cos Inc. | 0.19% | 1,830 | $372K | New |
| COP Conocophillips | 0.19% | 3,249 | $372K | Reduce -3.1% |
| IGM iShares Expanded Tech Sector | 0.19% | 3,940 | $372K | Reduce -0.1% |
| NEE Nextera Energy Inc. | 0.19% | 5,192 | $368K | Add +38.4% |
| VZ Verizon Communications Inc. | 0.19% | 8,831 | $364K | Add +35.1% |
| AMGN Amgen Inc. | 0.19% | 1,151 | $360K | Add +47.2% |
| OEF iShares S&P 100 ETF | 0.19% | 1,357 | $359K | Reduce -4.0% |
| KR Kroger Co. | 0.18% | 7,057 | $352K | Reduce -1.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.18% | 1,299 | $347K | No change |
| MET Metlife Inc. | 0.18% | 4,894 | $344K | Add +24.0% |
| CMI Cummins Inc. | 0.17% | 1,213 | $336K | New |
| LIN Linde PLC | 0.17% | 755 | $331K | No change |
| IWF iShares Russell 1000 Growth | 0.17% | 907 | $331K | Reduce -1.1% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.17% | 13,112 | $327K | Reduce -7.1% |
| CVS CVS Health Corp. | 0.16% | 5,342 | $315K | New |
| NTAP Netapp Inc. | 0.16% | 2,444 | $315K | Reduce -0.1% |
| NFLX Netflix Inc. | 0.16% | 466 | $314K | New |
| LMT Lockheed Martin Corp. | 0.16% | 665 | $311K | Add +27.4% |
| MDT Medtronic PLC | 0.16% | 3,936 | $310K | No change |
| IYW iShares Ustechnology ETF | 0.15% | 1,954 | $294K | No change |
| AEP American Electric Power | 0.15% | 3,291 | $289K | New |
| DHR Danaher Corp. | 0.15% | 1,135 | $284K | Reduce -12.0% |
| BP BP PLC-Spons ADR | 0.14% | 7,567 | $273K | No change |
| PPG PPG Industries Inc. | 0.14% | 2,125 | $268K | Reduce -1.2% |
Portfolio Sells Q1 2024 → Q2 2024
| VGIT Vanguard Intermediate-Term T | Reduce -17.1% | 2.68% | −0.81 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.9% | 4.74% | −0.64 |
| IJR iShares Core S&P Small-Cap E | Reduce -9.1% | 2.71% | −0.61 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -18.0% | 1.92% | −0.60 |
| PEBO Peoples Bancorp Inc. | Reduce -0.1% | 9.13% | −0.56 |
| BLFS Biolife Solutions Inc. | Sold out | 0.00% | −0.50 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -8.0% | 3.46% | −0.42 |
| SCHD Schwab US DVD Equity ETF | Reduce -7.1% | 1.29% | −0.26 |
| IWR iShares Russell Mid-Cap ETF | Reduce -3.6% | 1.01% | −0.16 |
| PSX Phillips 66 | Reduce -1.1% | 0.55% | −0.14 |
| INTC Intel Corp. | Sold out | 0.00% | −0.14 |
| DRI Darden Restaurants Inc. | Sold out | 0.00% | −0.13 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.13 |
| OKE Oneok Inc. | Sold out | 0.00% | −0.13 |
| CHTR Charter Communications Inc. Class A | Sold out | 0.00% | −0.12 |
| CLX Clorox Company | Sold out | 0.00% | −0.11 |
| XOM Exxon Mobil Corp. | Reduce -1.0% | 1.13% | −0.11 |
| DE Deere & Co. | Reduce -1.1% | 0.54% | −0.10 |
| EFA iShares MSCI Eafe ETF | Reduce -2.4% | 0.85% | −0.10 |
| FISV Fiserv Inc. | Reduce -1.8% | 0.58% | −0.10 |
| JNJ Johnson & Johnson | Reduce -1.6% | 0.54% | −0.10 |
| LOW Lowe's Cos Inc. | Reduce -1.4% | 0.35% | −0.09 |
| IWB iShares Russell 1000 ETF | Reduce -0.2% | 2.11% | −0.09 |
| UNP Union Pacific Corp. | Reduce -3.7% | 0.41% | −0.09 |
| DHI D.R. Horton Inc. | Reduce -4.1% | 0.28% | −0.08 |
| CSX CSX Corp. | Reduce -0.8% | 0.37% | −0.07 |
| BMY Bristol-Myers Squibb Co. | Reduce -11.9% | 0.12% | −0.07 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.7% | 0.64% | −0.07 |
| OMFL Invesco Russell 1000 DYN M/F | Reduce -7.2% | 0.28% | −0.06 |
| PEP Pepsico Inc. | Reduce -1.2% | 0.38% | −0.06 |
| KR Kroger Co. | Reduce -1.9% | 0.18% | −0.05 |
| COP Conocophillips | Reduce -3.1% | 0.19% | −0.04 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -14.0% | 0.21% | −0.04 |
| GPC Genuine Parts Co. | Reduce -0.2% | 0.20% | −0.04 |
| ABT Abbott Laboratories | Reduce -1.4% | 0.21% | −0.04 |
| SUSA iShares ESG Optimized MSCI U | Reduce -6.9% | 0.30% | −0.04 |
| PPG PPG Industries Inc. | Reduce -1.2% | 0.14% | −0.03 |
| DHR Danaher Corp. | Reduce -12.0% | 0.15% | −0.03 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -7.1% | 0.17% | −0.03 |
| PH Parker Hannifin Corp. | Reduce -2.4% | 0.11% | −0.02 |
| PM Philip Morris International | Reduce -18.6% | 0.11% | −0.02 |
| BAC Bank of America Corp. | Reduce -1.2% | 0.43% | −0.02 |
| PEG Public Service Enterprise GP | Reduce -14.3% | 0.11% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.0% | 0.13% | −0.01 |
| PGR Progressive Corp. | Reduce -2.7% | 0.12% | −0.01 |
| RTX RTX Corp. | Reduce -4.8% | 0.12% | −0.01 |
| OEF iShares S&P 100 ETF | Reduce -4.0% | 0.19% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -1.1% | 0.17% | −0.00 |
| IGM iShares Expanded Tech Sector | Reduce -0.1% | 0.19% | +0.00 |
| VGT Vanguard Info Tech ETF | Reduce -1.4% | 0.44% | +0.00 |
Portfolio Buys Q1 2024 → Q2 2024
| JPIE JPMorgan Income ETF | New | 1.16% | +1.16 |
| IVV iShares Core S&P 500 ETF | Add +12.6% | 9.84% | +0.82 |
| AAPL Apple Inc. | Add +11.3% | 3.58% | +0.77 |
| NVDA Nvidia Corp. | Add +31.6% | 1.37% | +0.55 |
| GOOGL Alphabet Inc. Class A | Add +55.6% | 0.77% | +0.33 |
| MSFT Microsoft Corp. | Add +18.8% | 2.16% | +0.32 |
| AMZN Amazon.com Inc. | Add +26.6% | 1.11% | +0.23 |
| CAT Caterpillar Inc. | New | 0.23% | +0.23 |
| TRV The Travelers Cos Inc. | New | 0.19% | +0.19 |
| LLY Eli Lilly & Co. | Add +9.3% | 1.22% | +0.19 |
| AVGO Broadcom Inc. | Add +26.2% | 0.61% | +0.18 |
| CMI Cummins Inc. | New | 0.17% | +0.17 |
| CVS CVS Health Corp. | New | 0.16% | +0.16 |
| NFLX Netflix Inc. | New | 0.16% | +0.16 |
| META Meta Platforms Inc. Class A | Add +20.4% | 1.16% | +0.16 |
| IVW iShares S&P 500 Growth ETF | Add +1.1% | 5.07% | +0.16 |
| AEP American Electric Power | New | 0.15% | +0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.14% | +0.14 |
| XMHQ Invesco S&P Midcap Qual ETF | New | 0.14% | +0.14 |
| GD General Dynamics Corp. | Add +114.8% | 0.27% | +0.14 |
| WMT Walmart Inc. | New | 0.13% | +0.13 |
| TROW T Rowe Price Group Inc. | New | 0.13% | +0.13 |
| HPQ HP Inc. | New | 0.12% | +0.12 |
| HEDJ Wisdomtree Europe Hedged Equ | New | 0.12% | +0.12 |
| LYB Lyondellbasell Indu Class A | New | 0.11% | +0.11 |
| ETN Eaton Corp. PLC | New | 0.11% | +0.11 |
| STT State Street Corp. | New | 0.11% | +0.11 |
| JPM JPMorgan Chase & Co. | Add +15.4% | 1.39% | +0.11 |
| COST Costco Wholesale Corp. | Add +11.1% | 0.64% | +0.11 |
| ANET Arista Networks Inc. | New | 0.10% | +0.10 |
| PFE Pfizer Inc. | Add +95.6% | 0.21% | +0.10 |
| AMGN Amgen Inc. | Add +47.2% | 0.19% | +0.06 |
| ORCL Oracle Corp. | Add +3.7% | 0.76% | +0.06 |
| KO The Coca-Cola Co. | Add +30.9% | 0.27% | +0.06 |
| NEE Nextera Energy Inc. | Add +38.4% | 0.19% | +0.06 |
| CSCO Cisco Systems Inc. | Add +34.1% | 0.34% | +0.05 |
| QCOM Qualcomm Inc. | Add +25.4% | 0.20% | +0.05 |
| TXN Texas Instruments Inc. | Add +20.9% | 0.23% | +0.05 |
| AMAT Applied Materials Inc. | Add +4.3% | 0.40% | +0.04 |
| UNH Unitedhealth Group Inc. | Add +16.8% | 0.36% | +0.04 |
| VZ Verizon Communications Inc. | Add +35.1% | 0.19% | +0.04 |
| LMT Lockheed Martin Corp. | Add +27.4% | 0.16% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.6% | 0.60% | +0.02 |
| PRU Prudential Financial Inc. | Add +17.1% | 0.29% | +0.02 |
| MCD McDonald's Corp. | Add +23.0% | 0.45% | +0.02 |
| MET Metlife Inc. | Add +24.0% | 0.18% | +0.02 |
| CTAS Cintas Corp. | Add +8.6% | 0.32% | +0.01 |
| V Visa Inc. Class A | Add +19.4% | 0.20% | +0.01 |
| PG The Procter & Gamble Co. | Add +6.1% | 1.72% | +0.01 |
| CMCSA Comcast Corp. Class A | Add +24.3% | 0.13% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 100 | $194.5M | IVV, PEBO, IVW, IJH, SPY |
| Q1 2026 | 101 | $162.9M | IVV, PEBO, IVW, IJH, SPY |
| Q4 2025 | 97 | $161.2M | IVV, PEBO, IVW, IJH, SPY |
| Q3 2025 | 94 | $162.7M | IVV, PEBO, IVW, IJH, SPY |
| Q2 2025 | 97 | $161.9M | PEBO, IVV, IVW, IJH, SPY |
| Q1 2025 | 94 | $152.4M | PEBO, IVV, IVW, IJH, SPY |
| Q4 2024 | 97 | $169.9M | PEBO, IVV, IVW, IJH, AAPL |
| Q3 2024 | 125 | $195.8M | IVV, PEBO, IJH, IVW, AAPL |
| Q2 2024 | 134 | $192.7M | IVV, PEBO, IVW, IJH, AAPL |
| Q1 2024 | 124 | $179.5M | PEBO, IVV, IJH, IVW, SPY |