PEOPLES BANK /OH Diversified Active

Location: Marietta, OH

CIK: 0000934866 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 3, 2022

Total Value: $199M (100.0% shares, 0.0% debt)

Holdings (145)

PEBO PEOPLES BANCORP INC 12.9%
Value $25.67M Shares 819,839 Est. Cost $20.90 Unrealized +55.2%
IVV ISHARES 7.8%
Value $15.46M Shares 34,066 Est. Cost $209.73 Unrealized
IJH ISHARES 5.4%
Value $10.83M Shares 40,368 Est. Cost $149.88 Unrealized
IVW ISHARES 4.2%
Value $8.285M Shares 108,472 Est. Cost $79.26 Unrealized
SPY SPDR 3.5%
Value $6.955M Shares 15,399 Est. Cost $204.85 Unrealized
ISTB ISHARES 3.4%
Value $6.674M Shares 137,715 Est. Cost $50.22 Unrealized
IJR ISHARES 3.2%
Value $6.453M Shares 59,814 Est. Cost $90.90 Unrealized
AAPL APPLE INC 3.2%
Value $6.308M Shares 36,127 Est. Cost $85.34 Unrealized +93.2%
SCHD SCHWAB 2.9%
Value $5.856M Shares 74,230 Est. Cost $63.69 Unrealized
IEI ISHARES 2.6%
Value $5.215M Shares 42,729 Est. Cost $123.44 Unrealized
CVX CHEVRON CORPORATION 2.2%
Value $4.399M Shares 27,016 Est. Cost $59.08 Unrealized +107.8%
IWB ISHARES 2.0%
Value $4.071M Shares 16,280 Est. Cost $113.31 Unrealized
IGSB ISHARES 1.8%
Value $3.569M Shares 69,008 Est. Cost $67.52 Unrealized
IGIB ISHARES 1.7%
Value $3.414M Shares 62,225 Est. Cost $56.39 Unrealized
PG PROCTER & GAMBLE CO 1.7%
Value $3.322M Shares 21,739 Est. Cost $63.56 Unrealized +123.6%
VTIP VANGUARD 1.6%
Value $3.247M Shares 63,410 Est. Cost $51.21 Unrealized
MSFT MICROSOFT CORP 1.5%
Value $3.068M Shares 9,953 Est. Cost $68.25 Unrealized +326.9%
IEFA ISHARES 1.5%
Value $3.012M Shares 43,328 Est. Cost $59.23 Unrealized
IWR ISHARES 1.2%
Value $2.487M Shares 31,869 Est. Cost $77.64 Unrealized
JPM JP MORGAN CHASE & CO 1.0%
Value $1.986M Shares 14,569 Est. Cost $72.34 Unrealized +84.8%
ESCA ESCALADE INC 0.9%
Value $1.838M Shares 139,208 Est. Cost $9.19 Unrealized +28.7%
IVE ISHARES 0.9%
Value $1.787M Shares 11,475 Est. Cost $120.99 Unrealized
STIP ISHARES 0.9%
Value $1.718M Shares 16,368 Est. Cost $105.35 Unrealized
AMZN AMAZON COM INC 0.8%
Value $1.63M Shares 500 Est. Cost $65.92 Unrealized +134.4%
XOM EXXON MOBIL CORPORATION 0.8%
Value $1.63M Shares 19,737 Est. Cost $52.56 Unrealized +29.2%
DE DEERE & CO 0.8%
Value $1.554M Shares 3,741 Est. Cost $91.56 Unrealized +296.5%
VEA VANGUARD 0.8%
Value $1.553M Shares 32,331 Est. Cost $39.06 Unrealized
JNJ JOHNSON & JOHNSON 0.7%
Value $1.49M Shares 8,405 Est. Cost $92.63 Unrealized +63.9%
BAC BANK OF AMERICA 0.6%
Value $1.237M Shares 30,009 Est. Cost $23.35 Unrealized +74.8%
HD HOME DEPOT INC 0.6%
Value $1.193M Shares 3,986 Est. Cost $142.42 Unrealized +120.5%
CSX CSX CORP 0.6%
Value $1.126M Shares 30,059 Est. Cost $25.37 Unrealized +32.0%
BLFS BIOLIFE SOLUTIONS INC 0.6%
Value $1.109M Shares 48,775 Est. Cost $42.38 Unrealized -37.9%
BKLN INVESCO 0.5%
Value $1.087M Shares 49,951 Est. Cost $21.76 Unrealized
META META PLATFORMS INC 0.5%
Value $1.053M Shares 4,736 Est. Cost $158.12 Unrealized +57.0%
UNP UNION PACIFIC CORP 0.5%
Value $1.047M Shares 3,833 Est. Cost $100.68 Unrealized +129.0%
GOOGL ALPHABET INC 0.5%
Value $1.026M Shares 369 Est. Cost $89.16 Unrealized +51.2%
SHY ISHARES 0.5%
Value $979K Shares 11,736 Est. Cost $84.73 Unrealized
SDY SPDR 0.5%
Value $971K Shares 7,577 Est. Cost $79.36 Unrealized
PEP PEPSICO INC 0.5%
Value $966K Shares 5,767 Est. Cost $88.08 Unrealized +68.5%
COST COSTCO WHOLESALE CORP 0.5%
Value $923K Shares 1,603 Est. Cost $159.08 Unrealized +214.8%
FISV FISERV 0.4%
Value $891K Shares 8,790 Est. Cost $59.96 Unrealized +68.8%
VWO VANGUARD 0.4%
Value $877K Shares 19,013 Est. Cost $45.59 Unrealized
ORCL ORACLE CORPORATION 0.4%
Value $870K Shares 10,517 Est. Cost $33.62 Unrealized +128.9%
MBB ISHARES 0.4%
Value $848K Shares 8,327 Est. Cost $103.49 Unrealized
MRK MERCK & CO 0.4%
Value $845K Shares 10,294 Est. Cost $45.85 Unrealized +52.3%
SPSB SPDR 0.4%
Value $844K Shares 28,008 Est. Cost $30.74 Unrealized
NVDA NVIDIA CORPORATION 0.4%
Value $795K Shares 2,914 Est. Cost $18.77 Unrealized +33.4%
ABT ABBOTT LABORATORIES 0.4%
Value $777K Shares 6,562 Est. Cost $70.06 Unrealized +64.7%
MCD MCDONALDS 0.4%
Value $770K Shares 3,113 Est. Cost $109.16 Unrealized +108.7%
LOW LOWES COMPANY 0.4%
Value $766K Shares 3,790 Est. Cost $65.15 Unrealized +227.5%
LLY ELI LILLY & CO 0.4%
Value $761K Shares 2,657 Est. Cost $77.61 Unrealized +220.2%
SJNK SPDR 0.4%
Value $737K Shares 28,090 Est. Cost $26.93 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value $727K Shares 1,426 Est. Cost $308.70 Unrealized +46.1%
DHR DANAHER CORP 0.4%
Value $718K Shares 2,448 Est. Cost $80.41 Unrealized +205.6%
AMAT APPLIED MATERIALS DELAWARE 0.4%
Value $709K Shares 5,380 Est. Cost $57.74 Unrealized +130.1%
DSI ISHARES 0.4%
Value $706K Shares 8,156 Est. Cost $73.63 Unrealized
PSX PHILLIPS 66 0.3%
Value $694K Shares 8,030 Est. Cost $61.68 Unrealized +18.1%
CVS CVS HEALTH CORPORATION 0.3%
Value $629K Shares 6,213 Est. Cost $73.43 Unrealized +25.3%
SUSA ISHARES 0.3%
Value $608K Shares 6,283 Est. Cost $82.89 Unrealized
AVGO BROADCOM INC 0.3%
Value $589K Shares 936 Est. Cost $39.94 Unrealized +37.9%
LII LENNOX INTL 0.3%
Value $584K Shares 2,264 Est. Cost $114.21 Unrealized +129.0%
EFA ISHARES 0.3%
Value $578K Shares 7,855 Est. Cost $60.84 Unrealized
HYG ISHARES 0.3%
Value $564K Shares 6,845 Est. Cost $87.26 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value $558K Shares 6,588 Est. Cost $61.79 Unrealized +16.6%
BMY BRISTOL MYERS SQUIBB 0.3%
Value $558K Shares 7,644 Est. Cost $46.10 Unrealized +23.3%
LINDE PLC 0.3%
Value $540K Shares 1,690 Est. Cost $175.30 Unrealized
GPC GENUINE PARTS CO 0.3%
Value $532K Shares 4,220 Est. Cost $82.05 Unrealized +41.5%
TFC TRUIST FINANCIAL CORPORATION 0.3%
Value $525K Shares 9,265 Est. Cost $43.02 Unrealized +17.7%
VZ VERIZON COMMUNICATIONS 0.3%
Value $515K Shares 10,100 Est. Cost $32.95 Unrealized +26.0%
DVY ISHARES 0.2%
Value $495K Shares 3,870 Est. Cost $120.31 Unrealized
KR KROGER CO 0.2%
Value $480K Shares 8,375 Est. Cost $20.96 Unrealized +117.9%
VGT VANGUARD 0.2%
Value $468K Shares 1,124 Est. Cost $158.73 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW 0.2%
Value $450K Shares 824 Est. Cost $214.89 Unrealized +173.2%
PRU PRUDENTIAL FINANCIAL INC 0.2%
Value $443K Shares 3,746 Est. Cost $83.20 Unrealized +13.1%
CSCO CISCO SYSTEMS 0.2%
Value $440K Shares 7,896 Est. Cost $24.43 Unrealized +105.8%
MS MORGAN STANLEY 0.2%
Value $437K Shares 5,000 Est. Cost $35.65 Unrealized +137.3%
GD GENERAL DYNAMICS 0.2%
Value $431K Shares 1,786 Est. Cost $204.81 Unrealized 0.0%
PFE PFIZER INC 0.2%
Value $430K Shares 8,323 Est. Cost $31.08 Unrealized +36.7%
MDT MEDTRONIC PLC 0.2%
Value $425K Shares 3,831 Est. Cost $85.01 Unrealized +10.2%
ABBV ABBVIE INC 0.2%
Value $422K Shares 2,603 Est. Cost $99.89 Unrealized +26.5%
IWV ISHARES 0.2%
Value $419K Shares 1,597 Est. Cost $262.37 Unrealized
IWM ISHARES 0.2%
Value $417K Shares 2,030 Est. Cost $192.20 Unrealized
SYK STRYKER 0.2%
Value $399K Shares 1,492 Est. Cost $184.84 Unrealized +34.3%
ACN ACCENTURE PLC 0.2%
Value $398K Shares 1,179 Est. Cost $197.16 Unrealized +61.6%
IBM IBM 0.2%
Value $393K Shares 3,024 Est. Cost $101.34 Unrealized +10.6%
TXN TEXAS INSTRUMENTS INC 0.2%
Value $380K Shares 2,070 Est. Cost $163.01 Unrealized -3.5%
SHW SHERWIN WILLIAMS CO. COMMON 0.2%
Value $378K Shares 1,514 Est. Cost $266.58 Unrealized -0.0%
OEF ISHARES 0.2%
Value $356K Shares 1,705 Est. Cost $125.21 Unrealized
INTC INTEL CORP 0.2%
Value $353K Shares 7,123 Est. Cost $33.56 Unrealized +37.6%
COP CONOCOPHILLIPS 0.2%
Value $345K Shares 3,445 Est. Cost $47.19 Unrealized +68.8%
IYW ISHARES 0.2%
Value $344K Shares 3,343 Est. Cost $90.53 Unrealized
V VISA INC 0.2%
Value $341K Shares 1,537 Est. Cost $154.96 Unrealized +35.6%
DHI D R HORTON INC 0.2%
Value $333K Shares 4,470 Est. Cost $49.17 Unrealized +69.5%
IGM ISHARES 0.2%
Value $329K Shares 847 Est. Cost $206.24 Unrealized
PPG PPG INDUSTRIES INC 0.2%
Value $317K Shares 2,415 Est. Cost $84.79 Unrealized +57.9%
DIS WALT DISNEY CO 0.2%
Value $317K Shares 2,314 Est. Cost $113.27 Unrealized +24.7%
BLACKROCK INC 0.2%
Value $313K Shares 410 Est. Cost $859.29 Unrealized
ACTIVISION BLIZZARD INC 0.2%
Value $312K Shares 3,904 Est. Cost $63.62 Unrealized
AIR TRANSPORT SERVICES GROUP 0.2%
Value $312K Shares 9,332 Est. Cost $29.36 Unrealized
DISCOVER FINANCIAL SERVICES 0.2%
Value $311K Shares 2,823 Est. Cost $110.17 Unrealized
GM GENERAL MOTORS CO 0.2%
Value $310K Shares 7,089 Est. Cost $56.36 Unrealized -14.5%
AMT AMERICAN TOWER CORP 0.1%
Value $295K Shares 1,175 Est. Cost $164.26 Unrealized +30.8%
UBSI UNITED BANKSHARES INC 0.1%
Value $293K Shares 8,410 Est. Cost $28.57 Unrealized +27.1%
ADBE ADOBE INC 0.1%
Value $288K Shares 631 Est. Cost $399.86 Unrealized +20.3%
CTAS CINTAS CORPORATION 0.1%
Value $285K Shares 670 Est. Cost $84.86 Unrealized +10.6%
CFG CITIZENS FINANCIAL GROUP INC 0.1%
Value $285K Shares 6,298 Est. Cost $38.51 Unrealized +12.5%
PAYX PAYCHEX INC 0.1%
Value $283K Shares 2,073 Est. Cost $109.84 Unrealized -0.1%
VTI VANGUARD 0.1%
Value $282K Shares 1,240 Est. Cost $223.05 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value $277K Shares 2,790 Est. Cost $54.61 Unrealized +58.9%
OKE ONEOK INC 0.1%
Value $274K Shares 3,881 Est. Cost $52.02 Unrealized 0.0%
SPGI S & P GLOBAL INC 0.1%
Value $269K Shares 655 Est. Cost $338.33 Unrealized +16.5%
GLW CORNING INC 0.1%
Value $265K Shares 7,170 Est. Cost $19.40 Unrealized +80.0%
AVB AVALON BAY COMMUNITIES INC 0.1%
Value $264K Shares 1,061 Est. Cost $207.67 Unrealized +2.4%
OXY OCCIDENTAL PETROLEUM CORP 0.1%
Value $254K Shares 4,475 Est. Cost $41.76 Unrealized 0.0%
TSN TYSON FOODS 0.1%
Value $253K Shares 2,823 Est. Cost $80.39 Unrealized 0.0%
MET METLIFE 0.1%
Value $250K Shares 3,554 Est. Cost $60.10 Unrealized 0.0%
C CITIGROUP INC 0.1%
Value $249K Shares 4,660 Est. Cost $57.16 Unrealized -6.4%
PIONEER NATURAL RESOURCES 0.1%
Value $247K Shares 986 Est. Cost $250.51 Unrealized
NKE NIKE CLASS B 0.1%
Value $245K Shares 1,820 Est. Cost $101.15 Unrealized +30.4%
PNC PNC FINANCIAL SERVICES GROUP INC 0.1%
Value $242K Shares 1,314 Est. Cost $174.28 Unrealized -0.1%
TWITTER INC 0.1%
Value $242K Shares 6,265 Est. Cost $32.92 Unrealized
SHYG ISHARES 0.1%
Value $239K Shares 5,446 Est. Cost $45.72 Unrealized
KO COCA COLA 0.1%
Value $238K Shares 3,843 Est. Cost $44.13 Unrealized +22.5%
CME CME GROUP INC 0.1%
Value $238K Shares 1,000 Est. Cost $184.82 Unrealized +8.6%
BCE BCE INC 0.1%
Value $237K Shares 4,276 Est. Cost $39.99 Unrealized 0.0%
BX BLACKSTONE INC 0.1%
Value $236K Shares 1,862 Est. Cost $115.37 Unrealized -7.1%
IDV ISHARES 0.1%
Value $235K Shares 7,413 Est. Cost $32.32 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value $232K Shares 4,945 Est. Cost $45.65 Unrealized -6.1%
RIO RIO TINTO PLC ADR 0.1%
Value $228K Shares 2,831 Est. Cost $80.54 Unrealized
CMI CUMMINS ENGINE 0.1%
Value $223K Shares 1,088 Est. Cost $196.64 Unrealized 0.0%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value $221K Shares 1,134 Est. Cost $133.22 Unrealized +27.9%
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value $216K Shares 2,298 Est. Cost $82.79 Unrealized 0.0%
QCOM QUALCOMM INC 0.1%
Value $215K Shares 1,410 Est. Cost $128.78 Unrealized +19.3%
BP BP AMOCO PLC SPONS ADR 0.1%
Value $214K Shares 7,292 Est. Cost $29.35 Unrealized
OGE OGE ENERGY 0.1%
Value $213K Shares 5,228 Est. Cost $37.92 Unrealized 0.0%
PYPL PAYPAL 0.1%
Value $211K Shares 1,822 Est. Cost $162.66 Unrealized -18.4%
CMA COMERICA INC 0.1%
Value $210K Shares 2,324 Est. Cost $77.88 Unrealized 0.0%
EOG EOG RESOURCES INC 0.1%
Value $209K Shares 1,756 Est. Cost $93.49 Unrealized 0.0%
CLX CLOROX 0.1%
Value $209K Shares 1,500 Est. Cost $111.40 Unrealized +21.0%
EIX EDISON INTERNATIONAL 0.1%
Value $207K Shares 2,959 Est. Cost $53.57 Unrealized 0.0%
IWF ISHARES 0.1%
Value $206K Shares 741 Est. Cost $271.26 Unrealized
FAST FASTENAL CO 0.1%
Value $205K Shares 3,448 Est. Cost $25.41 Unrealized 0.0%
T AT&T INC 0.1%
Value $204K Shares 8,627 Est. Cost $13.43 Unrealized +11.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value $203K Shares 461 Est. Cost $365.10 Unrealized 0.0%
AMGN AMGEN INC 0.1%
Value $200K Shares 829 Est. Cost $203.29 Unrealized 0.0%