FIRST NATIONAL BANK & TRUST CO OF NEWTOWN Diversified Active

CIK: 0001339908 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Jul 22, 2015

Total Value ($000): $307,203 (100.0% shares, 0.0% debt)

Holdings (111)

VCSH VANGUARD SHORT TERM CORP BD ETF #3145 16.4%
Value ($000) $50,288 Shares 631,913 Est. Cost $79.36 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 13.4%
Value ($000) $41,242 Shares 385,364 Est. Cost $84.18 Unrealized
BIV VANGUARD INTERMEDIATE TERM BOND INDEX ETF 10.2%
Value ($000) $31,484 Shares 375,398 Est. Cost $83.65 Unrealized
DVY I SHARES SELECT DIVIDEND ETF 4.4%
Value ($000) $13,364 Shares 177,832 Est. Cost $65.11 Unrealized
TIP I SHRS TIPS BOND ETF 3.5%
Value ($000) $10,677 Shares 95,293 Est. Cost $112.11 Unrealized
POWERSHARES PREFERRED PORTFOLIO 2.8%
Value ($000) $8,703 Shares 598,995 Est. Cost $14.33 Unrealized
XOM EXXON MOBIL CORP COM 2.5%
Value ($000) $7,636 Shares 91,774 Est. Cost $53.69 Unrealized +1.1%
AAPL APPLE INC 2.2%
Value ($000) $6,687 Shares 53,317 Est. Cost $18.17 Unrealized +57.1%
PEP PEPSICO INC COM 2.0%
Value ($000) $6,218 Shares 66,616 Est. Cost $56.00 Unrealized +23.8%
GENERAL ELECTRIC CO COM 1.9%
Value ($000) $5,814 Shares 218,911 Est. Cost $23.18 Unrealized
JNJ JOHNSON & JOHNSON COM 1.8%
Value ($000) $5,542 Shares 56,861 Est. Cost $59.81 Unrealized +24.5%
HD HOME DEPOT INC COM 1.7%
Value ($000) $5,259 Shares 47,324 Est. Cost $56.05 Unrealized +55.4%
VZ VERIZON COMMUNICATIONS INC 1.7%
Value ($000) $5,120 Shares 109,849 Est. Cost $26.99 Unrealized +4.9%
POWERSHARES WATER RES PORTFOLIO 1.6%
Value ($000) $4,789 Shares 191,979 Est. Cost $22.03 Unrealized
PG PROCTER & GAMBLE CO COM 1.4%
Value ($000) $4,452 Shares 56,894 Est. Cost $55.00 Unrealized +9.0%
MMM 3M CO COMMON 1.4%
Value ($000) $4,201 Shares 27,225 Est. Cost $61.26 Unrealized +54.8%
AQUA AMER INC 1.4%
Value ($000) $4,169 Shares 170,275 Est. Cost $29.96 Unrealized
TGT TARGET CORP 1.3%
Value ($000) $3,846 Shares 47,115 Est. Cost $48.29 Unrealized +22.3%
MSFT MICROSOFT CORP COM 1.2%
Value ($000) $3,748 Shares 84,889 Est. Cost $26.78 Unrealized +46.7%
KMB KIMBERLY CLARK CORP COM 1.1%
Value ($000) $3,494 Shares 32,966 Est. Cost $63.17 Unrealized +20.1%
CVX CHEVRON CORPORATION 1.1%
Value ($000) $3,381 Shares 35,048 Est. Cost $71.22 Unrealized -6.7%
T A T & T INC 1.1%
Value ($000) $3,361 Shares 94,641 Est. Cost $11.42 Unrealized +6.9%
HON HONEYWELL INTL INC COM 1.0%
Value ($000) $3,096 Shares 30,360 Est. Cost $53.73 Unrealized +39.1%
PFE PFIZER INC COM 1.0%
Value ($000) $2,967 Shares 88,509 Est. Cost $16.55 Unrealized +25.6%
BMY BRISTOL MYERS SQUIBB CO COM 1.0%
Value ($000) $2,960 Shares 44,480 Est. Cost $28.79 Unrealized +59.8%
MRK MERCK & CO INC NEW 0.9%
Value ($000) $2,907 Shares 51,057 Est. Cost $30.52 Unrealized +31.8%
IBM INTERNATIONAL BUSINESS MACHSCOM 0.8%
Value ($000) $2,433 Shares 14,959 Est. Cost $117.20 Unrealized -12.1%
BAX BAXTER INTL INC COM 0.8%
Value ($000) $2,366 Shares 33,835 Est. Cost $30.42 Unrealized +3.5%
INTC INTEL CORP COM 0.7%
Value ($000) $2,139 Shares 70,313 Est. Cost $17.18 Unrealized +46.1%
COP CONOCOPHILLIPS COM 0.6%
Value ($000) $1,862 Shares 30,329 Est. Cost $39.96 Unrealized +16.1%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.6%
Value ($000) $1,785 Shares 15,637 Est. Cost $58.01 Unrealized +72.4%
MARKET VECTORS AGRIBUSINESS ETF 0.6%
Value ($000) $1,759 Shares 31,933 Est. Cost $51.17 Unrealized
DU PONT E I DE NEMOURS & CO COM 0.6%
Value ($000) $1,693 Shares 26,477 Est. Cost $55.11 Unrealized
SLB SCHLUMBERGER LTD COM 0.5%
Value ($000) $1,618 Shares 18,762 Est. Cost $53.13 Unrealized +25.7%
PM PHILLIP MORRIS INTERNATIONALINC 0.5%
Value ($000) $1,508 Shares 18,804 Est. Cost $49.37 Unrealized -2.1%
NUVEEN CREDIT STRATEGIES INCOME FUND 0.5%
Value ($000) $1,441 Shares 167,353 Est. Cost $9.99 Unrealized
MCD MCDONALDS CORP COM 0.5%
Value ($000) $1,438 Shares 15,124 Est. Cost $71.80 Unrealized +3.3%
BLACKROCK SBI 0.4%
Value ($000) $1,370 Shares 108,123 Est. Cost $13.19 Unrealized
VNQ VANGUARD REIT INDEX #0986 0.4%
Value ($000) $1,350 Shares 18,071 Est. Cost $72.40 Unrealized
GLW CORNING INC COM 0.4%
Value ($000) $1,322 Shares 67,021 Est. Cost $10.49 Unrealized +53.7%
YUM YUM BRANDS INC 0.4%
Value ($000) $1,194 Shares 13,257 Est. Cost $38.97 Unrealized +33.4%
ABBV ABBVIE INC 0.4%
Value ($000) $1,193 Shares 17,769 Est. Cost $27.00 Unrealized +56.8%
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $1,178 Shares 16,689 Est. Cost $44.57 Unrealized +9.3%
WMT WAL-MART STORES INC COM 0.4%
Value ($000) $1,175 Shares 16,568 Est. Cost $19.99 Unrealized +4.5%
MDT MEDTRONIC PLC 0.4%
Value ($000) $1,143 Shares 15,423 Est. Cost $58.10 Unrealized +1.2%
IVW ISHARES S & P GROWTH ETF 0.4%
Value ($000) $1,118 Shares 9,823 Est. Cost $86.40 Unrealized
HEWLETT PACKARD CO COM 0.4%
Value ($000) $1,095 Shares 36,516 Est. Cost $25.08 Unrealized
MO ALTRIA GROUP INC COM 0.3%
Value ($000) $1,073 Shares 21,960 Est. Cost $18.08 Unrealized +39.7%
PSX PHILLIPS 66 0.3%
Value ($000) $1,035 Shares 12,849 Est. Cost $40.44 Unrealized +32.7%
PNC PNC FINL SVCS GROUP INC COM 0.3%
Value ($000) $895 Shares 9,358 Est. Cost $57.72 Unrealized +17.3%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $867 Shares 50,913 Est. Cost $10.03 Unrealized +31.0%
PPL PPL CORP COMMON 0.3%
Value ($000) $855 Shares 29,025 Est. Cost $16.61 Unrealized +16.8%
ABT ABBOTT LABS COM 0.3%
Value ($000) $850 Shares 17,324 Est. Cost $29.27 Unrealized +34.4%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $829 Shares 8,454 Est. Cost $14.15 Unrealized +36.3%
CAT CATERPILLAR INC DEL COM 0.2%
Value ($000) $746 Shares 8,791 Est. Cost $61.55 Unrealized +7.0%
JPM J P MORGAN CHASE & CO 0.2%
Value ($000) $727 Shares 10,735 Est. Cost $36.42 Unrealized +34.9%
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $722 Shares 12,838 Est. Cost $29.67 Unrealized +39.5%
CMCSA COMCAST CORP CLASS A 0.2%
Value ($000) $719 Shares 11,960 Est. Cost $15.88 Unrealized +44.7%
TE CONNECTIVITY LTD 0.2%
Value ($000) $704 Shares 10,948 Est. Cost $45.54 Unrealized
CL COLGATE PALMOLIVE CO COM 0.2%
Value ($000) $700 Shares 10,711 Est. Cost $45.51 Unrealized +16.4%
MCK MCKESSON CORP USD 0.2%
Value ($000) $667 Shares 2,967 Est. Cost $186.87 Unrealized +14.0%
KO COCA COLA CO COM 0.2%
Value ($000) $627 Shares 15,973 Est. Cost $27.87 Unrealized +4.2%
D DOMINION RESOURCES INC VA NEW 0.2%
Value ($000) $559 Shares 8,373 Est. Cost $34.57 Unrealized +29.0%
IVE I SHARES S & P 500 VALUE ETF 0.2%
Value ($000) $536 Shares 5,810 Est. Cost $78.04 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $533 Shares 5,805 Est. Cost $51.15 Unrealized +44.6%
LLY LILLY ELI & CO COM 0.2%
Value ($000) $520 Shares 6,231 Est. Cost $42.39 Unrealized +49.1%
NUVEEN SELECT TAX-FREE INCOME PORTFOLIO 0.2%
Value ($000) $510 Shares 37,550 Est. Cost $13.40 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.2%
Value ($000) $501 Shares 12,177 Est. Cost $23.99 Unrealized +28.6%
GOOGLE INC - A 0.2%
Value ($000) $491 Shares 910 Est. Cost $851.13 Unrealized
SPECTRA ENERGY COM 0.2%
Value ($000) $488 Shares 14,975 Est. Cost $35.36 Unrealized
PPG PPG INDS INC COM 0.2%
Value ($000) $482 Shares 4,200 Est. Cost $76.71 Unrealized +23.1%
AMGN AMGEN INC COM 0.2%
Value ($000) $465 Shares 3,025 Est. Cost $73.34 Unrealized +60.3%
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.2%
Value ($000) $461 Shares 11,746 Est. Cost $21.73 Unrealized +31.6%
SSO PROSHARES ULTRA S & P 500 EFT 0.1%
Value ($000) $449 Shares 6,960 Est. Cost $73.78 Unrealized
ADP AUTOMATIC DATA PROCESSING INCOM 0.1%
Value ($000) $446 Shares 5,565 Est. Cost $45.09 Unrealized +49.9%
EXC EXELON CORP 0.1%
Value ($000) $433 Shares 13,773 Est. Cost $15.75 Unrealized +4.3%
ZBH ZIMMER HOLDINGS INC 0.1%
Value ($000) $432 Shares 3,962 Est. Cost $68.12 Unrealized +48.9%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $412 Shares 12,819 Est. Cost $19.82 Unrealized +21.3%
BRK/A BERKSHIRE HATHAWAY INC. DELWARE CL 0.1%
Value ($000) $410 Shares 2 Est. Cost $165023.42 Unrealized +30.0%
FULT FULTON FINL CORP PA COM 0.1%
Value ($000) $404 Shares 30,907 Est. Cost $7.79 Unrealized +9.3%
FIRST TRUST VALUE LINE 100 0.1%
Value ($000) $392 Shares 18,787 Est. Cost $15.24 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $377 Shares 8,993 Est. Cost $21.30 Unrealized +53.4%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $375 Shares 2,020 Est. Cost $103.10 Unrealized +40.2%
PEPCO HOLDING INC COM 0.1%
Value ($000) $366 Shares 13,565 Est. Cost $20.24 Unrealized
GOOGLE INC - C 0.1%
Value ($000) $355 Shares 683 Est. Cost $570.76 Unrealized
CCL CARNIVAL CORPORATION PAIRED 0.1%
Value ($000) $352 Shares 7,138 Est. Cost $27.66 Unrealized +46.8%
KRAFT FOODS GROUP INC 0.1%
Value ($000) $350 Shares 4,118 Est. Cost $66.63 Unrealized
EXPRESS SCRIPTS HLDG CO 0.1%
Value ($000) $337 Shares 3,792 Est. Cost $61.89 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $333 Shares 6,016 Est. Cost $41.91 Unrealized +5.5%
EFA I SHARES MSCI EAFE ETF 0.1%
Value ($000) $323 Shares 5,081 Est. Cost $60.81 Unrealized
IJK I SHARES S & P MIDCAP 400 GROWTH ETF 0.1%
Value ($000) $320 Shares 1,885 Est. Cost $145.99 Unrealized
SO SOUTHERN CO COM 0.1%
Value ($000) $319 Shares 7,618 Est. Cost $27.09 Unrealized +2.6%
IJJ I SHARES S & P MID CAP 400 VALUE ETF 0.1%
Value ($000) $314 Shares 2,435 Est. Cost $120.09 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $305 Shares 4,554 Est. Cost $41.20 Unrealized +42.7%
REYNOLDS AMERICAN INC 0.1%
Value ($000) $301 Shares 4,029 Est. Cost $64.28 Unrealized
IEFA I SHARES MSCI EAFE CORE 0.1%
Value ($000) $297 Shares 5,100 Est. Cost $60.62 Unrealized
GIS GENERAL MLS INC COM 0.1%
Value ($000) $293 Shares 5,260 Est. Cost $33.43 Unrealized +16.0%
TYCO INTERNATIONAL PLC 0.1%
Value ($000) $285 Shares 7,402 Est. Cost $43.88 Unrealized
IWR I SHARES RUSSELL MID-CAP ETF 0.1%
Value ($000) $278 Shares 1,634 Est. Cost $139.19 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $271 Shares 4,025 Est. Cost $46.59 Unrealized +18.3%
BA BOEING CO COM 0.1%
Value ($000) $268 Shares 1,935 Est. Cost $84.38 Unrealized +52.7%
UNITED TECHNOLOGIES CORP COM 0.1%
Value ($000) $261 Shares 2,350 Est. Cost $97.32 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $256 Shares 3,300 Est. Cost $76.50 Unrealized -11.0%
ORCL ORACLE CORP COM 0.1%
Value ($000) $249 Shares 6,200 Est. Cost $27.58 Unrealized +34.1%
JOHNSON CTLS INC COM 0.1%
Value ($000) $248 Shares 5,015 Est. Cost $48.26 Unrealized
DE DEERE & CO COM 0.1%
Value ($000) $227 Shares 2,335 Est. Cost $67.60 Unrealized +11.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $225 Shares 1,650 Est. Cost $144.37 Unrealized -1.2%
HSY THE HERSHEY COMPANY COM 0.1%
Value ($000) $221 Shares 2,484 Est. Cost $65.69 Unrealized +11.2%
F FORD MOTOR CO 0.1%
Value ($000) $210 Shares 14,006 Est. Cost $8.16 Unrealized +7.3%
MFC MANULIFE FINANCIAL 0.1%
Value ($000) $192 Shares 10,306 Est. Cost $15.16 Unrealized +22.6%
ALPS ALERIAN MLP ETF 0.1%
Value ($000) $170 Shares 10,950 Est. Cost $17.53 Unrealized