Peoples Bank /oh

CIK Number: 0000934866

161.85M
Market Value
94
# of Holdings
25 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 30, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 PEBO Peoples Bancorp...
29.95
-0.13% 569.76K -3.58% 16.9M 19.73 11.09% Share
2 IVV iShares Core S&...
648.15
+0.01% 27.36K -2.16% 15.37M 276.91 10.08% Share
3 IVW iShares S&P 500...
115.82
+0.14% 99.51K +1.92% 9.24M 43.05 6.06% Share
4 IJH iShares Core S&...
63.85
-1.31% 145.97K -0.23% 8.52M 30.5 5.59% Share
5 SPY SPDR S&P 500 ET...
644.93
+0.01% 10.74K -5.33% 6.01M 205.76 3.94% Share
6 VGIT Vanguard Interm...
59.64
-0.22% 87.67K -0.8% 5.21M 58.56 3.42% Share
7 IGIB iShares 5-10 Ye...
53.45
-0.26% 93.26K -0.43% 4.9M 50.09 3.21% Share
8 IJR iShares Core S&...
115.17
-1.4% 43.1K -3.34% 4.51M 61.89 2.96% Share
9 IVE iShares S&P 500...
202.03
-0.1% 23.18K -14.29% 4.42M 153.02 2.90% Share
10 AAPL Apple Inc.
232.81
-0.22% 19.03K -29.76% 4.23M 51.07 2.77% Share
11 IWB iShares Russell...
354.15
-0.03% 13.02K -2.8% 3.99M 113.9 2.62% Share
12 CVX Chevron Corpora...
155.20
-0.43% 23.63K -4.93% 3.95M 92.66 2.59% Share
13 ISTB iShares Core 1-...
48.63
-0.14% 77.11K -0.93% 3.73M 46.53 2.45% Share
14 SHY iShares 1-3 Yea...
82.70
-0.11% 37.32K +0.66% 3.09M 82.24 2.03% Share
15 PG The Procter & G...
153.70
-1.1% 17.06K -5.77% 2.91M 89.21 1.91% Share
16 VEA Vanguard Develo...
58.60
-0.18% 56.78K -1.51% 2.89M 40.99 1.89% Share
17 JPIE JPMorgan Income...
46.31
-0.06% 53.48K +7.12% 2.46M 45.24 1.62% Share
18 JPM JPMorgan Chase ...
294.09
+1.23% 9.94K -4.75% 2.44M 103.44 1.60% Share
19 MSFT Microsoft Corpo...
522.28
+0.33% 6.03K -18.99% 2.26M 144.77 1.49% Share
20 SCHD Schwab U.S. Div...
27.34
-0.46% 77.5K -8.85% 2.17M 21.61 1.42% Share
21 META Meta Platforms,...
781.96
+0.24% 3.33K -3.25% 1.92M 222.18 1.26% Share
22 IWR iShares Russell...
94.44
-0.87% 22.38K -0.44% 1.9M 41.65 1.25% Share
23 XOM Exxon Mobil Cor...
107.38
-0.21% 15.16K -6.4% 1.8M 79.11 1.18% Share
24 AMZN Amazon.com, Inc...
230.94
+2.84% 8.13K -2.94% 1.55M 97.36 1.01% Share
25 DFIV Dimensional Int...
45.24
-0.02% 32.42K +100.00% 1.28M 39.36 0.84% Share
26 LII Lennox Internat...
599.34
-2.02% 2.26K 0.00% 1.27M 124.9 0.83% Share
27 IGSB iShares 1-5 Yea...
52.79
-0.15% 23.45K -0.26% 1.23M 49.9 0.81% Share
28 ORCL Oracle Corporat...
244.93
+0.31% 8.26K -14.22% 1.15M 47.06 0.76% Share
29 ESCA Escalade, Incor...
12.44
-5.83% 67.13K 0.00% 1.03M 12.75 0.67% Share
30 NVDA NVIDIA Corporat...
182.02
+0.24% 9.11K -44.99% 987.56K 49.34 0.65% Share
31 HD The Home Depot,...
400.32
-1.68% 2.66K -1.63% 974.13K 200.66 0.64% Share
32 IEFA iShares Core MS...
85.61
-0.04% 11.8K -13.98% 892.6K 60.95 0.59% Share
33 COST Costco Wholesal...
975.42
-0.35% 942 -19.42% 890.93K 254.8 0.58% Share
34 SDY SPDR S&P Divide...
140.47
-0.75% 6.3K -0.79% 855.46K 81.81 0.56% Share
35 DE Deere & Company
478.62
-6.8% 1.82K -30.32% 855.16K 107.59 0.56% Share
36 IEI iShares 3-7 Yea...
118.85
-0.21% 7.07K -14.51% 835.1K 122.22 0.55% Share
37 BAC Bank of America...
47.70
+0.97% 19.68K -4.54% 821.33K 27.52 0.54% Share
38 MCD McDonald's Corp...
308.84
+1.24% 2.56K -2.4% 799.98K 169.6 0.52% Share
39 PSX Phillips 66
122.70
+0.10% 6.44K -7.27% 795.09K 80.54 0.52% Share
40 EFA iShares MSCI EA...
91.66
+0.02% 9.03K -8.22% 737.61K 66.59 0.48% Share
41 MRK Merck & Co., In...
82.74
+0.04% 8.2K -5.91% 736.03K 67.83 0.48% Share
42 UNP Union Pacific C...
221.35
-0.82% 2.93K -0.17% 692.42K 116.9 0.45% Share
43 GOOGL Alphabet Inc.
202.88
+0.46% 4.36K -21.44% 673.76K 124.34 0.44% Share
44 QQQ Invesco QQQ Tru...
579.86
-0.08% 1.41K -30.48% 658.83K 352.38 0.43% Share
45 LOW Lowe's Companie...
253.05
-1.24% 2.74K -6% 639.52K 77.73 0.42% Share
46 LLY Eli Lilly and C...
684.46
+3.63% 767 -66.85% 633.47K 171.62 0.42% Share
47 FI Fiserv, Inc.
134.58
+0.22% 2.6K -61.52% 575.26K 49.36 0.38% Share
48 VGT Vanguard Inform...
704.44
-0.4% 1.03K -14.84% 557.02K 245.48 0.37% Share
49 CSX CSX Corporation
36.35
+0.75% 18.83K -4.92% 554.11K 15.57 0.36% Share
50 CTAS Cintas Corporat...
221.28
-1.7% 2.68K -9.92% 550.82K 112.03 0.36% Share
51 MS Morgan Stanley
148.51
+0.51% 4.7K -5.53% 547.77K 55.57 0.36% Share
52 IBM International B...
237.04
-1.26% 2.09K -0.48% 519.45K 131.9 0.34% Share
53 DHI D.R. Horton, In...
163.90
-1% 3.67K -1.34% 467.2K 58.27 0.31% Share
54 VTI Vanguard Total ...
317.25
-0.13% 1.67K -18.1% 457.61K 228.54 0.30% Share
55 IWF iShares Russell...
450.40
+0.11% 1.25K -1.89% 449.92K 291.91 0.30% Share
56 JNJ Johnson & Johns...
174.72
+0.17% 2.65K -48.56% 439.81K 121.65 0.29% Share
57 ABT Abbott Laborato...
129.32
-0.06% 3.27K -7.31% 433.77K 84.47 0.28% Share
58 UNH UnitedHealth Gr...
271.50
-0.11% 826 -19.34% 432.62K 371.79 0.28% Share
59 V Visa Inc.
345.40
+0.83% 1.21K +6.61% 424.06K 191.51 0.28% Share
60 VRIG Invesco Variabl...
25.14
+0.02% 16.89K +100.00% 423.63K 25.08 0.28% Share
61 KR The Kroger Co.
69.23
-1.56% 6.21K -1.89% 420.56K 26.72 0.28% Share
62 CSCO Cisco Systems, ...
69.28
-1.58% 6.64K -7.62% 409.88K 41.17 0.27% Share
63 SYK Stryker Corpora...
378.47
-0.13% 1.08K -1.81% 403.89K 203.77 0.26% Share
64 PEP PepsiCo, Inc.
148.62
-0.49% 2.51K -12.52% 376.2K 112.35 0.25% Share
65 SHW The Sherwin-Wil...
365.43
-0.92% 1.07K -13.26% 374.68K 268.8 0.25% Share
66 ABBV AbbVie Inc.
204.72
+1.61% 1.75K -22.66% 367.5K 138.83 0.24% Share
67 LIN Linde plc
477.49
+0.39% 778 +10.35% 362.27K 372.77 0.24% Share
68 AVGO Broadcom Inc.
311.19
+0.68% 2.11K -17.33% 352.94K 71.58 0.23% Share
69 AMAT Applied Materia...
188.22
-0.95% 2.37K -13.69% 343.21K 74.33 0.23% Share
70 BMY Bristol-Myers S...
47.81
-0.08% 5.42K -5.11% 330.51K 66.03 0.22% Share
71 VTEB Vanguard Tax-Ex...
48.88
-0.14% 6.24K +100.00% 309.63K 49.62 0.20% Share
72 GPC Genuine Parts C...
137.79
-0.19% 2.44K -2.6% 290.11K 106.75 0.19% Share
73 GLW Corning Incorpo...
65.75
+0.02% 6.3K -0.57% 288.41K 33.04 0.19% Share
74 VTV Vanguard Value ...
180.44
-0.2% 1.66K +3.37% 286.23K 163.04 0.19% Share
75 PRU Prudential Fina...
106.81
-0.34% 2.55K -2.78% 284.67K 105.69 0.19% Share
76 COP ConocoPhillips
95.63
-0.26% 2.61K -28.93% 274.52K 76.39 0.18% Share
77 IYW iShares U.S. Te...
184.93
-0.22% 1.93K -1.43% 270.49K 108.87 0.18% Share
78 IWM iShares Russell...
228.20
-1.31% 1.33K +20.65% 265.72K 217.23 0.17% Share
79 PGR The Progressive...
250.95
+0.71% 931 -15.59% 263.48K 209.95 0.17% Share
80 RTX RTX Corporation
155.06
-0.42% 1.94K -10.19% 256.71K 84.14 0.17% Share
81 MEAR iShares Short M...
50.40
+0.02% 5.1K +100.00% 256.43K 50.24 0.17% Share
82 BP BP p.l.c.
34.63
+0.95% 7.57K 0.00% 255.69K 29.36 0.17% Share
83 NEE NextEra Energy,...
72.22
-0.1% 3.51K -30.9% 248.68K 63.23 0.16% Share
84 UBSI United Bankshar...
37.73
-0.33% 7.04K 0.00% 244.22K 37.55 0.16% Share
85 NFLX Netflix, Inc.
1230.56
+2.17% 258 -9.47% 240.59K 673.6 0.16% Share
86 HYG iShares iBoxx $...
80.42
-0.24% 3K 0.00% 236.67K 87.29 0.16% Share
87 KO The Coca-Cola C...
69.52
-1.33% 3.25K -27.76% 232.62K 59.36 0.15% Share
88 CME CME Group Inc.
274.71
+0.29% 875 0.00% 232.13K 232.23 0.15% Share
89 PPG PPG Industries,...
111.93
-0.61% 2.11K 0.00% 230.73K 99.2 0.15% Share
90 SJNK SPDR Bloomberg ...
25.41
-0.26% 9.09K 0.00% 228.81K 26.91 0.15% Share
91 CHTR Charter Communi...
263.22
-2.15% 615 0.00% 226.65K 324.08 0.15% Share
92 HON Honeywell Inter...
218.15
-0.73% 1.05K -2.68% 223.4K 212.84 0.15% Share
93 ATSG Air Transport S...
22.48
-0.04% 9.83K 0.00% 220.63K 21.98 0.14% Share
94 WMT Walmart Inc.
100.84
-0.15% 2.43K -3.57% 213.42K 67.48 0.14% Share