Top 50 Peoples Bank /Oh Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES | 9.73% | 24.3K | $15.9M | +0.55%(+132) | $187.45(+297.84%) | 2026-03-31 | |
| PEBO | PEOPLES BANCORP INC | 8.95% | 443.6K | $14.6M | +1.61%(+7.04K) | $22.61(+46.25%) | 2026-03-31 | |
| IVW | ISHARES | 5.92% | 85.2K | $9.6M | -2.37%(-2.07K) | $42.50(+222.95%) | 2026-03-31 | |
| IJH | ISHARES | 5.18% | 124.9K | $8.4M | -2.16%(-2.76K) | $30.14(+142.67%) | 2026-03-31 | |
| SPY | SPDR | 3.98% | 10.0K | $6.5M | -3.36%(-347) | $199.57(+271.95%) | 2026-03-31 | |
| VGIT | VANGUARD | 3.57% | 97.6K | $5.8M | -0.04%(-39) | $60.32(-2.22%) | 2026-03-31 | |
| IWB | ISHARES | 3.34% | 15.3K | $5.4M | +19.03%(+2.44K) | $154.07(+162.43%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 3% | 23.6K | $4.9M | -0.48%(-114) | $87.57(+112.39%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.81% | 18.0K | $4.6M | -4.87%(-924) | $55.82(+435.40%) | 2026-03-31 | |
| IVE | ISHARES | 2.8% | 21.6K | $4.6M | -2.48%(-550) | $151.66(+48.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.38% | +34.48% |
| Top 20 Holdings Unweighted | +9.81% | +32.43% |
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