FIRST NATIONAL BANK & TRUST CO OF NEWTOWN Diversified Active

CIK: 0001339908 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Oct 17, 2013

Total Value ($000): $267,733 (100.0% shares, 0.0% debt)

Holdings (100)

VCSH VANGUARD SHORT TERM CORP BD ETF #3145 14.9%
Value ($000) $39,919 Shares 501,493 Est. Cost $79.16 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 11.9%
Value ($000) $31,773 Shares 362,499 Est. Cost $82.79 Unrealized
BIV VANGUARD INTERMEDIATE TERM BOND INDEX ETF 11.0%
Value ($000) $29,543 Shares 353,812 Est. Cost $83.49 Unrealized
DVY I SHARES SELECT DIVIDEND ETF 4.0%
Value ($000) $10,790 Shares 162,658 Est. Cost $64.13 Unrealized
TIP I SHRS TIPS BOND ETF 3.8%
Value ($000) $10,242 Shares 90,979 Est. Cost $112.01 Unrealized
XOM EXXON MOBIL CORP COM 3.4%
Value ($000) $9,167 Shares 106,544 Est. Cost $53.69 Unrealized +0.9%
POWERSHARES PREFERED PORTFOLIO 2.4%
Value ($000) $6,433 Shares 469,915 Est. Cost $14.26 Unrealized
PEP PEPSICO INC COM 2.2%
Value ($000) $6,007 Shares 75,566 Est. Cost $56.00 Unrealized +1.4%
GENERAL ELECTRIC CO COM 2.2%
Value ($000) $5,892 Shares 246,735 Est. Cost $23.18 Unrealized
JNJ JOHNSON & JOHNSON COM 2.1%
Value ($000) $5,729 Shares 66,083 Est. Cost $59.66 Unrealized +6.5%
VZ VERIZON COMMUNICATIONS INC 1.9%
Value ($000) $5,164 Shares 110,644 Est. Cost $27.04 Unrealized -3.4%
POWERSHARES WATER RES PORTFOLIO 1.8%
Value ($000) $4,945 Shares 206,894 Est. Cost $22.03 Unrealized
PG PROCTER & GAMBLE CO COM 1.7%
Value ($000) $4,678 Shares 61,876 Est. Cost $55.00 Unrealized +2.2%
HD HOME DEPOT INC COM 1.6%
Value ($000) $4,394 Shares 57,933 Est. Cost $56.05 Unrealized +3.2%
AQUA AMER INC 1.6%
Value ($000) $4,348 Shares 175,875 Est. Cost $30.05 Unrealized
CVX CHEVRON CORPORATION 1.6%
Value ($000) $4,328 Shares 35,628 Est. Cost $71.30 Unrealized +2.5%
MMM 3M CO COMMON 1.4%
Value ($000) $3,685 Shares 30,861 Est. Cost $61.26 Unrealized +7.7%
AAPL APPLE INC 1.3%
Value ($000) $3,614 Shares 7,581 Est. Cost $13.16 Unrealized +8.5%
KMB KIMBERLY CLARK CORP COM 1.3%
Value ($000) $3,353 Shares 35,582 Est. Cost $63.06 Unrealized -3.1%
TGT TARGET CORP 1.3%
Value ($000) $3,352 Shares 52,395 Est. Cost $47.95 Unrealized -1.6%
PFE PFIZER INC COM 1.2%
Value ($000) $3,231 Shares 112,533 Est. Cost $16.46 Unrealized -0.6%
MSFT MICROSOFT CORP COM 1.2%
Value ($000) $3,173 Shares 95,369 Est. Cost $26.70 Unrealized +1.1%
T A T & T INC 1.1%
Value ($000) $2,940 Shares 86,957 Est. Cost $11.40 Unrealized -3.9%
IBM INTERNATIONAL BUSINESS MACHSCOM 1.1%
Value ($000) $2,857 Shares 15,429 Est. Cost $118.94 Unrealized -6.2%
HON HONEYWELL INTL INC COM 0.9%
Value ($000) $2,534 Shares 30,508 Est. Cost $53.20 Unrealized +8.0%
MRK MERCK & CO INC NEW 0.9%
Value ($000) $2,529 Shares 53,125 Est. Cost $30.02 Unrealized +3.2%
BAX BAXTER INTL INC COM 0.9%
Value ($000) $2,439 Shares 37,133 Est. Cost $30.42 Unrealized +2.1%
BMY BRISTOL MYERS SQUIBB CO COM 0.8%
Value ($000) $2,203 Shares 47,603 Est. Cost $28.67 Unrealized +1.9%
COP CONOCOPHILLIPS COM 0.8%
Value ($000) $2,140 Shares 30,788 Est. Cost $39.96 Unrealized +11.3%
SLB SCHLUMBERGER LTD COM 0.7%
Value ($000) $1,873 Shares 21,206 Est. Cost $52.90 Unrealized +11.5%
MARKET VECTORS AGRIBUSINESS ETF 0.7%
Value ($000) $1,837 Shares 35,793 Est. Cost $51.17 Unrealized
INTC INTEL CORP COM 0.6%
Value ($000) $1,689 Shares 73,727 Est. Cost $17.18 Unrealized -1.6%
NUVEEN CREDIT STRATEGIES INCOME FUND 0.6%
Value ($000) $1,672 Shares 178,753 Est. Cost $9.99 Unrealized
PM PHILLIP MORRIS INTERNATIONALINC 0.6%
Value ($000) $1,547 Shares 17,860 Est. Cost $49.85 Unrealized -5.0%
MCD MCDONALDS CORP COM 0.6%
Value ($000) $1,529 Shares 15,894 Est. Cost $71.80 Unrealized -1.7%
WMT WAL-MART STORES INC COM 0.5%
Value ($000) $1,385 Shares 18,724 Est. Cost $19.98 Unrealized -1.0%
BLACKROCK INCOME OPPORTUNITY TRUST 0.5%
Value ($000) $1,345 Shares 135,865 Est. Cost $10.05 Unrealized
DU PONT E I DE NEMOURS & CO COM 0.5%
Value ($000) $1,339 Shares 22,860 Est. Cost $52.47 Unrealized
MARKET VECTORS BANK & BROKERAGE EFT 0.4%
Value ($000) $1,155 Shares 22,200 Est. Cost $48.56 Unrealized
GLW CORNING INC COM 0.4%
Value ($000) $1,086 Shares 74,491 Est. Cost $10.49 Unrealized +2.5%
YUM YUM BRANDS INC 0.4%
Value ($000) $1,026 Shares 14,381 Est. Cost $38.97 Unrealized +5.2%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.4%
Value ($000) $979 Shares 15,175 Est. Cost $56.11 Unrealized +1.5%
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $971 Shares 70,389 Est. Cost $10.03 Unrealized +12.0%
IVW ISHARES S & P GROWTH ETF 0.3%
Value ($000) $914 Shares 10,224 Est. Cost $84.78 Unrealized
HEWLETT PACKARD CO COM 0.3%
Value ($000) $906 Shares 43,167 Est. Cost $24.79 Unrealized
PPL PPL CORP COMMON 0.3%
Value ($000) $865 Shares 28,470 Est. Cost $16.36 Unrealized +0.5%
PSX PHILLIPS 66 0.3%
Value ($000) $840 Shares 14,519 Est. Cost $40.44 Unrealized -7.3%
EASTERN INSURANCE HOLDINGS INC. 0.3%
Value ($000) $833 Shares 34,150 Est. Cost $18.93 Unrealized
COVIDIEN PLC 0.3%
Value ($000) $797 Shares 13,072 Est. Cost $62.83 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $793 Shares 17,715 Est. Cost $26.57 Unrealized +2.2%
CAT CATERPILLAR INC DEL COM 0.3%
Value ($000) $781 Shares 9,362 Est. Cost $61.55 Unrealized +0.1%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $734 Shares 11,001 Est. Cost $41.83 Unrealized -2.4%
GOOGLE INC 0.3%
Value ($000) $714 Shares 816 Est. Cost $880.25 Unrealized
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $677 Shares 8,454 Est. Cost $14.15 Unrealized +4.9%
MO ALTRIA GROUP INC COM 0.3%
Value ($000) $674 Shares 19,620 Est. Cost $16.28 Unrealized -0.7%
CL COLGATE PALMOLIVE CO COM 0.2%
Value ($000) $647 Shares 10,913 Est. Cost $44.38 Unrealized +0.4%
JPM J P MORGAN CHASE & CO 0.2%
Value ($000) $634 Shares 12,259 Est. Cost $36.24 Unrealized +6.3%
D DOMINION RESOURCES INC VA NEW 0.2%
Value ($000) $625 Shares 9,995 Est. Cost $34.53 Unrealized +2.3%
PNC PNC FINL SVCS GROUP INC COM 0.2%
Value ($000) $613 Shares 8,460 Est. Cost $47.34 Unrealized +8.4%
TE CONNECTIVITY LTD 0.2%
Value ($000) $588 Shares 11,356 Est. Cost $45.54 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $581 Shares 15,326 Est. Cost $27.84 Unrealized -3.8%
CMCSA COMCAST CORP CLASS A 0.2%
Value ($000) $570 Shares 12,643 Est. Cost $15.62 Unrealized +5.9%
ABT ABBOTT LABS COM 0.2%
Value ($000) $530 Shares 15,965 Est. Cost $28.85 Unrealized -4.0%
SSO PROSHARES ULTRA S & P 500 EFT 0.2%
Value ($000) $530 Shares 6,260 Est. Cost $76.74 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $520 Shares 6,814 Est. Cost $49.85 Unrealized +9.9%
PPG PPG INDS INC COM 0.2%
Value ($000) $514 Shares 3,074 Est. Cost $59.61 Unrealized +8.4%
EFA I SHARES MSCI EAFE ETF 0.2%
Value ($000) $491 Shares 7,695 Est. Cost $59.94 Unrealized
NUVEEN SELECT TAX-FREE INCOME PORTFOLIO 0.2%
Value ($000) $490 Shares 37,550 Est. Cost $13.40 Unrealized
FIRST TRUST VALUE LINE 100 0.2%
Value ($000) $482 Shares 28,912 Est. Cost $15.24 Unrealized
IVE I SHARES S & P 500 VALUE ETF 0.2%
Value ($000) $479 Shares 6,120 Est. Cost $76.42 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.2%
Value ($000) $451 Shares 13,702 Est. Cost $21.73 Unrealized -2.1%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $442 Shares 6,825 Est. Cost $40.02 Unrealized +9.5%
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $424 Shares 10,254 Est. Cost $27.36 Unrealized +10.3%
ADP AUTOMATIC DATA PROCESSING INCOM 0.2%
Value ($000) $404 Shares 5,590 Est. Cost $45.09 Unrealized +7.2%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $385 Shares 12,779 Est. Cost $21.22 Unrealized +7.3%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $375 Shares 11,936 Est. Cost $23.16 Unrealized +2.4%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $362 Shares 13,082 Est. Cost $19.78 Unrealized -3.4%
ETN EATON CORP PLC 0.1%
Value ($000) $360 Shares 5,225 Est. Cost $46.59 Unrealized +7.2%
EXC EXELON CORP 0.1%
Value ($000) $348 Shares 11,735 Est. Cost $15.41 Unrealized -8.9%
BRK/A BERKSHIRE HATHAWAY INC. DELWARE CL 0.1%
Value ($000) $341 Shares 2 Est. Cost $165023.42 Unrealized +4.8%
ZBH ZIMMER HOLDINGS INC 0.1%
Value ($000) $338 Shares 4,126 Est. Cost $67.30 Unrealized +5.6%
AMGN AMGEN INC COM 0.1%
Value ($000) $335 Shares 3,000 Est. Cost $73.34 Unrealized +5.0%
ORCL ORACLE CORP COM 0.1%
Value ($000) $328 Shares 9,888 Est. Cost $27.58 Unrealized -1.9%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $311 Shares 6,181 Est. Cost $42.21 Unrealized -2.9%
TYCO INTERNATIONAL LTD NEW 0.1%
Value ($000) $295 Shares 8,426 Est. Cost $32.97 Unrealized
EXPRESS SCRIPTS HLDG CO 0.1%
Value ($000) $284 Shares 4,593 Est. Cost $61.89 Unrealized
SPECTRA ENERGY COM 0.1%
Value ($000) $280 Shares 8,169 Est. Cost $34.46 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $280 Shares 2,385 Est. Cost $80.37 Unrealized +13.9%
HSY THE HERSHEY COMPANY COM 0.1%
Value ($000) $276 Shares 2,984 Est. Cost $65.69 Unrealized +6.1%
SO SOUTHERN CO COM 0.1%
Value ($000) $262 Shares 6,353 Est. Cost $26.74 Unrealized -5.3%
PEPCO HOLDING INC COM 0.1%
Value ($000) $261 Shares 14,146 Est. Cost $20.14 Unrealized
CCL CARNIVAL CORPORATION PAIRED 0.1%
Value ($000) $254 Shares 7,800 Est. Cost $27.66 Unrealized +8.0%
EEM I SHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $245 Shares 6,020 Est. Cost $40.70 Unrealized
UNITED TECHNOLOGIES CORP COM 0.1%
Value ($000) $242 Shares 2,249 Est. Cost $93.71 Unrealized
IWR I SHARES RUSSELL MID-CAP ETF 0.1%
Value ($000) $228 Shares 1,638 Est. Cost $139.19 Unrealized
ROYAL DUTCH SHELL PLC ADR 0.1%
Value ($000) $227 Shares 3,450 Est. Cost $63.77 Unrealized
KRAFT FOODS GROUP INC 0.1%
Value ($000) $216 Shares 4,118 Est. Cost $55.92 Unrealized
IJK I SHARES S & P MIDCAP 400 GROWTH ETF 0.1%
Value ($000) $214 Shares 1,535 Est. Cost $139.41 Unrealized
MFC MANULIFE FINANCIAL 0.1%
Value ($000) $171 Shares 10,306 Est. Cost $15.16 Unrealized +12.6%
I SHARES GOLD TRUST 0.1%
Value ($000) $137 Shares 10,650 Est. Cost $12.02 Unrealized