FIRST NATIONAL BANK & TRUST CO OF NEWTOWN Diversified Active

CIK: 0001339908 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: Apr 27, 2015

Total Value ($000): $319,202 (100.0% shares, 0.0% debt)

Holdings (112)

VCSH VANGUARD SHORT TERM CORP BD ETF #3145 17.1%
Value ($000) $54,626 Shares 681,041 Est. Cost $79.36 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 12.9%
Value ($000) $41,303 Shares 385,114 Est. Cost $84.18 Unrealized
BIV VANGUARD INTERMEDIATE TERM BOND INDEX ETF 10.6%
Value ($000) $33,937 Shares 393,660 Est. Cost $83.65 Unrealized
DVY I SHARES SELECT DIVIDEND ETF 4.4%
Value ($000) $14,021 Shares 179,900 Est. Cost $65.11 Unrealized
TIP I SHRS TIPS BOND ETF 3.4%
Value ($000) $10,751 Shares 94,648 Est. Cost $112.11 Unrealized
POWERSHARES PREFERRED PORTFOLIO 2.7%
Value ($000) $8,753 Shares 587,030 Est. Cost $14.32 Unrealized
XOM EXXON MOBIL CORP COM 2.5%
Value ($000) $7,852 Shares 92,369 Est. Cost $53.69 Unrealized +3.5%
AAPL APPLE INC 2.2%
Value ($000) $6,873 Shares 55,233 Est. Cost $18.17 Unrealized +47.7%
PEP PEPSICO INC COM 2.0%
Value ($000) $6,422 Shares 67,166 Est. Cost $56.00 Unrealized +24.5%
JNJ JOHNSON & JOHNSON COM 1.8%
Value ($000) $5,810 Shares 57,756 Est. Cost $59.81 Unrealized +25.6%
HD HOME DEPOT INC COM 1.7%
Value ($000) $5,515 Shares 48,544 Est. Cost $56.05 Unrealized +52.2%
GENERAL ELECTRIC CO COM 1.7%
Value ($000) $5,455 Shares 219,946 Est. Cost $23.18 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.7%
Value ($000) $5,367 Shares 110,351 Est. Cost $26.99 Unrealized +2.3%
POWERSHARES WATER RES PORTFOLIO 1.5%
Value ($000) $4,826 Shares 193,894 Est. Cost $22.03 Unrealized
PG PROCTER & GAMBLE CO COM 1.5%
Value ($000) $4,699 Shares 57,344 Est. Cost $55.00 Unrealized +15.6%
MMM 3M CO COMMON 1.4%
Value ($000) $4,542 Shares 27,540 Est. Cost $61.26 Unrealized +58.1%
AQUA AMER INC 1.4%
Value ($000) $4,510 Shares 171,236 Est. Cost $29.96 Unrealized
TGT TARGET CORP 1.2%
Value ($000) $3,874 Shares 47,215 Est. Cost $48.29 Unrealized +16.0%
CVX CHEVRON CORPORATION 1.1%
Value ($000) $3,669 Shares 34,949 Est. Cost $71.22 Unrealized -6.1%
KMB KIMBERLY CLARK CORP COM 1.1%
Value ($000) $3,530 Shares 32,966 Est. Cost $63.17 Unrealized +20.8%
MSFT MICROSOFT CORP COM 1.1%
Value ($000) $3,463 Shares 85,189 Est. Cost $26.78 Unrealized +39.1%
HON HONEYWELL INTL INC COM 1.0%
Value ($000) $3,188 Shares 30,560 Est. Cost $53.73 Unrealized +35.8%
PFE PFIZER INC COM 1.0%
Value ($000) $3,102 Shares 89,159 Est. Cost $16.55 Unrealized +21.5%
T A T & T INC 1.0%
Value ($000) $3,089 Shares 94,641 Est. Cost $11.42 Unrealized +3.2%
MRK MERCK & CO INC NEW 0.9%
Value ($000) $2,959 Shares 51,482 Est. Cost $30.52 Unrealized +32.0%
BMY BRISTOL MYERS SQUIBB CO COM 0.9%
Value ($000) $2,875 Shares 44,580 Est. Cost $28.79 Unrealized +50.9%
BAX BAXTER INTL INC COM 0.7%
Value ($000) $2,323 Shares 33,905 Est. Cost $30.42 Unrealized +4.0%
IBM INTERNATIONAL BUSINESS MACHSCOM 0.7%
Value ($000) $2,286 Shares 14,247 Est. Cost $117.91 Unrealized -18.2%
INTC INTEL CORP COM 0.7%
Value ($000) $2,220 Shares 71,013 Est. Cost $17.18 Unrealized +51.4%
DU PONT E I DE NEMOURS & CO COM 0.6%
Value ($000) $1,892 Shares 26,477 Est. Cost $55.11 Unrealized
COP CONOCOPHILLIPS COM 0.6%
Value ($000) $1,888 Shares 30,329 Est. Cost $39.96 Unrealized +14.0%
MARKET VECTORS AGRIBUSINESS ETF 0.5%
Value ($000) $1,711 Shares 31,933 Est. Cost $51.17 Unrealized
DIS DISNEY (WALT) COMPANY HOLDING CO 0.5%
Value ($000) $1,696 Shares 16,162 Est. Cost $58.01 Unrealized +58.3%
VNQ VANGUARD REIT INDEX #0986 0.5%
Value ($000) $1,578 Shares 18,721 Est. Cost $72.40 Unrealized
SLB SCHLUMBERGER LTD COM 0.5%
Value ($000) $1,566 Shares 18,762 Est. Cost $53.13 Unrealized +15.4%
NUVEEN CREDIT STRATEGIES INCOME FUND 0.5%
Value ($000) $1,529 Shares 168,853 Est. Cost $9.99 Unrealized
GLW CORNING INC COM 0.5%
Value ($000) $1,527 Shares 67,321 Est. Cost $10.49 Unrealized +70.0%
BLACKROCK SBI 0.5%
Value ($000) $1,515 Shares 109,684 Est. Cost $13.19 Unrealized
MCD MCDONALDS CORP COM 0.5%
Value ($000) $1,479 Shares 15,174 Est. Cost $71.80 Unrealized +0.5%
PM PHILLIP MORRIS INTERNATIONALINC 0.4%
Value ($000) $1,419 Shares 18,830 Est. Cost $49.37 Unrealized -4.7%
WMT WAL-MART STORES INC COM 0.4%
Value ($000) $1,400 Shares 17,018 Est. Cost $19.99 Unrealized +15.2%
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $1,287 Shares 16,759 Est. Cost $44.57 Unrealized +16.2%
MDT MEDTRONIC PLC 0.4%
Value ($000) $1,219 Shares 15,628 Est. Cost $58.10 Unrealized 0.0%
IVW ISHARES S & P GROWTH ETF 0.4%
Value ($000) $1,203 Shares 10,558 Est. Cost $86.40 Unrealized
HEWLETT PACKARD CO COM 0.4%
Value ($000) $1,150 Shares 36,916 Est. Cost $25.08 Unrealized
MO ALTRIA GROUP INC COM 0.3%
Value ($000) $1,099 Shares 21,960 Est. Cost $18.08 Unrealized +44.9%
PSX PHILLIPS 66 0.3%
Value ($000) $1,063 Shares 13,526 Est. Cost $40.44 Unrealized +21.8%
YUM YUM BRANDS INC 0.3%
Value ($000) $1,043 Shares 13,257 Est. Cost $38.97 Unrealized +14.3%
ABBV ABBVIE INC 0.3%
Value ($000) $1,041 Shares 17,769 Est. Cost $27.00 Unrealized +43.9%
PPL PPL CORP COMMON 0.3%
Value ($000) $1,017 Shares 30,225 Est. Cost $16.61 Unrealized +18.7%
MCK MCKESSON CORP USD 0.3%
Value ($000) $1,010 Shares 4,467 Est. Cost $186.87 Unrealized +9.3%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $880 Shares 8,454 Est. Cost $14.15 Unrealized +40.4%
PNC PNC FINL SVCS GROUP INC COM 0.3%
Value ($000) $873 Shares 9,358 Est. Cost $57.72 Unrealized +11.3%
TE CONNECTIVITY LTD 0.3%
Value ($000) $808 Shares 11,287 Est. Cost $45.54 Unrealized
ABT ABBOTT LABS COM 0.3%
Value ($000) $802 Shares 17,324 Est. Cost $29.27 Unrealized +27.9%
CL COLGATE PALMOLIVE CO COM 0.2%
Value ($000) $795 Shares 11,466 Est. Cost $45.51 Unrealized +18.0%
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $788 Shares 51,225 Est. Cost $10.03 Unrealized +27.2%
CAT CATERPILLAR INC DEL COM 0.2%
Value ($000) $700 Shares 8,741 Est. Cost $61.55 Unrealized +2.6%
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $699 Shares 12,838 Est. Cost $29.67 Unrealized +34.3%
SSO PROSHARES ULTRA S & P 500 EFT 0.2%
Value ($000) $682 Shares 5,275 Est. Cost $76.74 Unrealized
CMCSA COMCAST CORP CLASS A 0.2%
Value ($000) $675 Shares 11,960 Est. Cost $15.88 Unrealized +41.0%
JPM J P MORGAN CHASE & CO 0.2%
Value ($000) $659 Shares 10,872 Est. Cost $36.42 Unrealized +21.6%
KO COCA COLA CO COM 0.2%
Value ($000) $648 Shares 15,973 Est. Cost $27.87 Unrealized +6.3%
IVE I SHARES S & P 500 VALUE ETF 0.2%
Value ($000) $629 Shares 6,801 Est. Cost $78.04 Unrealized
D DOMINION RESOURCES INC VA NEW 0.2%
Value ($000) $608 Shares 8,573 Est. Cost $34.57 Unrealized +34.8%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $580 Shares 5,974 Est. Cost $51.15 Unrealized +45.7%
NUVEEN SELECT TAX-FREE INCOME PORTFOLIO 0.2%
Value ($000) $545 Shares 37,550 Est. Cost $13.40 Unrealized
SPECTRA ENERGY COM 0.2%
Value ($000) $541 Shares 14,975 Est. Cost $35.36 Unrealized
GOOGLE INC - A 0.2%
Value ($000) $505 Shares 910 Est. Cost $851.13 Unrealized
PPG PPG INDS INC COM 0.2%
Value ($000) $496 Shares 2,200 Est. Cost $60.62 Unrealized +55.7%
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.2%
Value ($000) $492 Shares 11,746 Est. Cost $21.73 Unrealized +31.2%
AMGN AMGEN INC COM 0.2%
Value ($000) $484 Shares 3,025 Est. Cost $73.34 Unrealized +56.9%
ADP AUTOMATIC DATA PROCESSING INCOM 0.1%
Value ($000) $477 Shares 5,565 Est. Cost $45.09 Unrealized +50.6%
EXC EXELON CORP 0.1%
Value ($000) $471 Shares 14,023 Est. Cost $15.75 Unrealized +6.9%
ZBH ZIMMER HOLDINGS INC 0.1%
Value ($000) $466 Shares 3,962 Est. Cost $68.12 Unrealized +53.2%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $453 Shares 6,231 Est. Cost $42.39 Unrealized +38.3%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $446 Shares 12,819 Est. Cost $19.82 Unrealized +27.8%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $439 Shares 12,177 Est. Cost $23.99 Unrealized +18.1%
BRK/A BERKSHIRE HATHAWAY INC. DELWARE CL 0.1%
Value ($000) $435 Shares 2 Est. Cost $165023.42 Unrealized +33.9%
FIRST TRUST VALUE LINE 100 0.1%
Value ($000) $420 Shares 19,567 Est. Cost $15.24 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $410 Shares 2,020 Est. Cost $103.10 Unrealized +42.7%
FULT FULTON FINL CORP PA COM 0.1%
Value ($000) $381 Shares 30,907 Est. Cost $7.79 Unrealized +2.5%
GOOGLE INC - C 0.1%
Value ($000) $380 Shares 693 Est. Cost $570.76 Unrealized
IEFA I SHARES MSCI EAFE CORE 0.1%
Value ($000) $380 Shares 6,500 Est. Cost $60.62 Unrealized
PEPCO HOLDING INC COM 0.1%
Value ($000) $363 Shares 13,565 Est. Cost $20.24 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $362 Shares 8,993 Est. Cost $21.30 Unrealized +39.6%
KRAFT FOODS GROUP INC 0.1%
Value ($000) $359 Shares 4,118 Est. Cost $66.63 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $354 Shares 4,754 Est. Cost $41.20 Unrealized +43.1%
IJK I SHARES S & P MIDCAP 400 GROWTH ETF 0.1%
Value ($000) $344 Shares 2,005 Est. Cost $145.99 Unrealized
CCL CARNIVAL CORPORATION PAIRED 0.1%
Value ($000) $344 Shares 7,200 Est. Cost $27.66 Unrealized +39.3%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $341 Shares 6,016 Est. Cost $41.91 Unrealized +3.6%
IJJ I SHARES S & P MID CAP 400 VALUE ETF 0.1%
Value ($000) $339 Shares 2,585 Est. Cost $120.09 Unrealized
TYCO INTERNATIONAL PLC 0.1%
Value ($000) $337 Shares 7,839 Est. Cost $43.88 Unrealized
EXPRESS SCRIPTS HLDG CO 0.1%
Value ($000) $330 Shares 3,811 Est. Cost $61.89 Unrealized
EFA I SHARES MSCI EAFE ETF 0.1%
Value ($000) $326 Shares 5,081 Est. Cost $60.81 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $324 Shares 4,150 Est. Cost $76.50 Unrealized -7.2%
SO SOUTHERN CO COM 0.1%
Value ($000) $313 Shares 7,058 Est. Cost $27.04 Unrealized +10.7%
GIS GENERAL MLS INC COM 0.1%
Value ($000) $298 Shares 5,260 Est. Cost $33.43 Unrealized +9.6%
BA BOEING CO COM 0.1%
Value ($000) $290 Shares 1,935 Est. Cost $84.38 Unrealized +51.4%
HSY THE HERSHEY COMPANY COM 0.1%
Value ($000) $286 Shares 2,834 Est. Cost $65.69 Unrealized +22.5%
IWR I SHARES RUSSELL MID-CAP ETF 0.1%
Value ($000) $284 Shares 1,638 Est. Cost $139.19 Unrealized
REYNOLDS AMERICAN INC 0.1%
Value ($000) $278 Shares 4,029 Est. Cost $64.28 Unrealized
UNITED TECHNOLOGIES CORP COM 0.1%
Value ($000) $275 Shares 2,350 Est. Cost $97.32 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $273 Shares 4,025 Est. Cost $46.59 Unrealized +12.8%
ORCL ORACLE CORP COM 0.1%
Value ($000) $268 Shares 6,200 Est. Cost $27.58 Unrealized +33.6%
JOHNSON CTLS INC COM 0.1%
Value ($000) $253 Shares 5,015 Est. Cost $48.26 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $238 Shares 1,650 Est. Cost $144.37 Unrealized +1.9%
F FORD MOTOR CO 0.1%
Value ($000) $226 Shares 13,994 Est. Cost $8.16 Unrealized +8.2%
DE DEERE & CO COM 0.1%
Value ($000) $204 Shares 2,335 Est. Cost $67.60 Unrealized +8.0%
ALPS ALERIAN MLP ETF 0.1%
Value ($000) $181 Shares 10,950 Est. Cost $17.53 Unrealized
MFC MANULIFE FINANCIAL 0.1%
Value ($000) $175 Shares 10,306 Est. Cost $15.16 Unrealized +13.5%
PENNWEST PETE LTD NEW 0.0%
Value ($000) $18 Shares 11,077 Est. Cost $2.08 Unrealized