FIRST NATIONAL BANK & TRUST CO OF NEWTOWN Diversified Active

CIK: 0001339908 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Oct 29, 2015

Total Value ($000): $294,333 (100.0% shares, 0.0% debt)

Holdings (111)

VCSH VANGUARD SHORT TERM CORP BD ETF #3145 17.0%
Value ($000) $50,068 Shares 628,128 Est. Cost $79.36 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 13.1%
Value ($000) $38,560 Shares 390,608 Est. Cost $84.37 Unrealized
BIV VANGUARD INTERMEDIATE TERM BOND INDEX ETF 10.7%
Value ($000) $31,358 Shares 369,606 Est. Cost $83.65 Unrealized
DVY I SHARES SELECT DIVIDEND ETF 4.3%
Value ($000) $12,792 Shares 175,827 Est. Cost $65.11 Unrealized
TIP I SHRS TIPS BOND ETF 3.5%
Value ($000) $10,429 Shares 94,223 Est. Cost $112.11 Unrealized
POWERSHARES PREFERRED PORTFOLIO 3.0%
Value ($000) $8,776 Shares 601,940 Est. Cost $14.33 Unrealized
XOM EXXON MOBIL CORP COM 2.3%
Value ($000) $6,830 Shares 91,854 Est. Cost $53.69 Unrealized -8.6%
PEP PEPSICO INC COM 2.1%
Value ($000) $6,263 Shares 66,416 Est. Cost $56.00 Unrealized +24.1%
AAPL APPLE INC 2.0%
Value ($000) $5,939 Shares 53,847 Est. Cost $18.17 Unrealized +44.6%
HD HOME DEPOT INC COM 1.9%
Value ($000) $5,490 Shares 47,539 Est. Cost $56.05 Unrealized +61.4%
GENERAL ELECTRIC CO COM 1.9%
Value ($000) $5,485 Shares 217,553 Est. Cost $23.18 Unrealized
JNJ JOHNSON & JOHNSON COM 1.8%
Value ($000) $5,413 Shares 57,986 Est. Cost $60.06 Unrealized +20.7%
VZ VERIZON COMMUNICATIONS INC 1.6%
Value ($000) $4,762 Shares 109,474 Est. Cost $26.99 Unrealized +0.1%
AQUA AMER INC 1.5%
Value ($000) $4,461 Shares 168,585 Est. Cost $29.96 Unrealized
PG PROCTER & GAMBLE CO COM 1.4%
Value ($000) $4,086 Shares 56,799 Est. Cost $55.00 Unrealized +2.4%
POWERSHARES WATER RES PORTFOLIO 1.3%
Value ($000) $3,922 Shares 191,029 Est. Cost $22.03 Unrealized
MMM 3M CO COMMON 1.3%
Value ($000) $3,874 Shares 27,325 Est. Cost $61.26 Unrealized +42.8%
MSFT MICROSOFT CORP COM 1.3%
Value ($000) $3,773 Shares 85,264 Est. Cost $26.78 Unrealized +45.4%
TGT TARGET CORP 1.3%
Value ($000) $3,705 Shares 47,110 Est. Cost $48.29 Unrealized +21.4%
KMB KIMBERLY CLARK CORP COM 1.2%
Value ($000) $3,541 Shares 32,480 Est. Cost $63.17 Unrealized +22.5%
T A T & T INC 1.1%
Value ($000) $3,166 Shares 97,188 Est. Cost $11.44 Unrealized +7.2%
HON HONEYWELL INTL INC COM 1.0%
Value ($000) $3,008 Shares 31,760 Est. Cost $54.60 Unrealized +34.3%
CVX CHEVRON CORPORATION 1.0%
Value ($000) $2,985 Shares 37,844 Est. Cost $69.93 Unrealized -23.0%
PFE PFIZER INC COM 0.9%
Value ($000) $2,760 Shares 87,876 Est. Cost $16.55 Unrealized +24.5%
BMY BRISTOL MYERS SQUIBB CO COM 0.9%
Value ($000) $2,627 Shares 44,380 Est. Cost $28.79 Unrealized +54.7%
MRK MERCK & CO INC NEW 0.8%
Value ($000) $2,476 Shares 50,137 Est. Cost $30.52 Unrealized +25.8%
IBM INTERNATIONAL BUSINESS MACHSCOM 0.7%
Value ($000) $2,153 Shares 14,854 Est. Cost $117.20 Unrealized -18.6%
INTC INTEL CORP COM 0.7%
Value ($000) $2,112 Shares 70,113 Est. Cost $17.18 Unrealized +31.7%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.6%
Value ($000) $1,872 Shares 18,312 Est. Cost $64.11 Unrealized +55.6%
VNQ VANGUARD REIT INDEX #0986 0.5%
Value ($000) $1,538 Shares 20,361 Est. Cost $72.75 Unrealized
PM PHILLIP MORRIS INTERNATIONALINC 0.5%
Value ($000) $1,491 Shares 18,804 Est. Cost $49.37 Unrealized -1.0%
MCD MCDONALDS CORP COM 0.5%
Value ($000) $1,480 Shares 15,019 Est. Cost $71.80 Unrealized +4.9%
MARKET VECTORS AGRIBUSINESS ETF 0.5%
Value ($000) $1,463 Shares 31,933 Est. Cost $51.17 Unrealized
COP CONOCOPHILLIPS COM 0.5%
Value ($000) $1,450 Shares 30,229 Est. Cost $39.96 Unrealized -7.9%
BLACKROCK SBI 0.5%
Value ($000) $1,396 Shares 108,045 Est. Cost $13.19 Unrealized
NUVEEN CREDIT STRATEGIES INCOME FUND 0.5%
Value ($000) $1,348 Shares 168,853 Est. Cost $9.99 Unrealized
DU PONT E I DE NEMOURS & CO COM 0.4%
Value ($000) $1,321 Shares 27,402 Est. Cost $54.88 Unrealized
SLB SCHLUMBERGER LTD COM 0.4%
Value ($000) $1,294 Shares 18,762 Est. Cost $53.13 Unrealized +10.9%
MO ALTRIA GROUP INC COM 0.4%
Value ($000) $1,194 Shares 21,960 Est. Cost $18.08 Unrealized +49.4%
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $1,191 Shares 16,544 Est. Cost $44.57 Unrealized +5.9%
GLW CORNING INC COM 0.4%
Value ($000) $1,134 Shares 66,266 Est. Cost $10.49 Unrealized +30.0%
BAX BAXTER INTL INC COM 0.4%
Value ($000) $1,109 Shares 33,755 Est. Cost $30.42 Unrealized +5.4%
BAXALTA INC 0.4%
Value ($000) $1,064 Shares 33,755 Est. Cost $31.52 Unrealized
IVW ISHARES S & P GROWTH ETF 0.4%
Value ($000) $1,059 Shares 9,823 Est. Cost $86.40 Unrealized
MDT MEDTRONIC PLC 0.4%
Value ($000) $1,032 Shares 15,423 Est. Cost $58.10 Unrealized -1.9%
YUM YUM BRANDS INC 0.4%
Value ($000) $1,031 Shares 12,897 Est. Cost $38.97 Unrealized +27.9%
WMT WAL-MART STORES INC COM 0.3%
Value ($000) $1,025 Shares 15,809 Est. Cost $19.99 Unrealized -5.4%
PSX PHILLIPS 66 0.3%
Value ($000) $988 Shares 12,849 Est. Cost $40.44 Unrealized +33.6%
ABBV ABBVIE INC 0.3%
Value ($000) $967 Shares 17,769 Est. Cost $27.00 Unrealized +57.5%
PNC PNC FINL SVCS GROUP INC COM 0.3%
Value ($000) $940 Shares 10,528 Est. Cost $58.82 Unrealized +15.1%
PPL PPL CORP COMMON 0.3%
Value ($000) $918 Shares 27,935 Est. Cost $16.61 Unrealized +18.5%
HEWLETT PACKARD CO COM 0.3%
Value ($000) $871 Shares 34,016 Est. Cost $25.08 Unrealized
EMR EMERSON ELEC CO COM 0.3%
Value ($000) $830 Shares 18,806 Est. Cost $38.80 Unrealized -3.8%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $825 Shares 8,454 Est. Cost $14.15 Unrealized +37.4%
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $723 Shares 46,419 Est. Cost $10.03 Unrealized +34.1%
ABT ABBOTT LABS COM 0.2%
Value ($000) $696 Shares 17,324 Est. Cost $29.27 Unrealized +32.6%
JPM J P MORGAN CHASE & CO 0.2%
Value ($000) $694 Shares 11,390 Est. Cost $37.17 Unrealized +33.5%
CL COLGATE PALMOLIVE CO COM 0.2%
Value ($000) $680 Shares 10,711 Est. Cost $45.51 Unrealized +12.7%
CMCSA COMCAST CORP CLASS A 0.2%
Value ($000) $679 Shares 11,924 Est. Cost $15.88 Unrealized +47.0%
TE CONNECTIVITY LTD 0.2%
Value ($000) $655 Shares 10,948 Est. Cost $45.54 Unrealized
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $645 Shares 12,569 Est. Cost $29.67 Unrealized +38.4%
KO COCA COLA CO COM 0.2%
Value ($000) $621 Shares 15,495 Est. Cost $27.87 Unrealized +3.4%
CAT CATERPILLAR INC DEL COM 0.2%
Value ($000) $597 Shares 9,136 Est. Cost $61.46 Unrealized -3.8%
GOOGLE INC - A 0.2%
Value ($000) $581 Shares 910 Est. Cost $851.13 Unrealized
MCK MCKESSON CORP USD 0.2%
Value ($000) $549 Shares 2,967 Est. Cost $186.87 Unrealized +4.7%
LLY LILLY ELI & CO COM 0.2%
Value ($000) $522 Shares 6,231 Est. Cost $42.39 Unrealized +66.2%
D DOMINION RESOURCES INC VA NEW 0.2%
Value ($000) $521 Shares 7,406 Est. Cost $34.57 Unrealized +30.0%
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) $509 Shares 12,177 Est. Cost $23.99 Unrealized +41.9%
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.2%
Value ($000) $495 Shares 11,746 Est. Cost $21.73 Unrealized +30.7%
IVE I SHARES S & P 500 VALUE ETF 0.2%
Value ($000) $488 Shares 5,810 Est. Cost $78.04 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $478 Shares 5,805 Est. Cost $51.15 Unrealized +33.6%
XEL XCEL ENERGY INC COM 0.2%
Value ($000) $454 Shares 12,819 Est. Cost $19.82 Unrealized +23.9%
ADP AUTOMATIC DATA PROCESSING INCOM 0.2%
Value ($000) $448 Shares 5,565 Est. Cost $45.09 Unrealized +41.7%
GOOGLE INC - C 0.1%
Value ($000) $435 Shares 715 Est. Cost $572.44 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $419 Shares 2,020 Est. Cost $103.10 Unrealized +49.3%
AMGN AMGEN INC COM 0.1%
Value ($000) $419 Shares 3,025 Est. Cost $73.34 Unrealized +58.5%
EXC EXELON CORP 0.1%
Value ($000) $394 Shares 13,253 Est. Cost $15.75 Unrealized -1.2%
SPECTRA ENERGY COM 0.1%
Value ($000) $394 Shares 14,975 Est. Cost $35.36 Unrealized
BRK/A BERKSHIRE HATHAWAY INC. DELWARE CL 0.1%
Value ($000) $390 Shares 2 Est. Cost $165023.42 Unrealized +24.8%
SSO PROSHARES ULTRA S & P 500 EFT 0.1%
Value ($000) $387 Shares 6,960 Est. Cost $73.78 Unrealized
FULT FULTON FINL CORP PA COM 0.1%
Value ($000) $374 Shares 30,907 Est. Cost $7.79 Unrealized +9.3%
ZBH ZIMMER HOLDINGS INC 0.1%
Value ($000) $372 Shares 3,962 Est. Cost $68.12 Unrealized +35.1%
PPG PPG INDS INC COM 0.1%
Value ($000) $368 Shares 4,200 Est. Cost $76.71 Unrealized +10.0%
REYNOLDS AMERICAN INC 0.1%
Value ($000) $357 Shares 8,058 Est. Cost $54.29 Unrealized
CCL CARNIVAL CORPORATION PAIRED 0.1%
Value ($000) $355 Shares 7,138 Est. Cost $27.66 Unrealized +59.2%
FIRST TRUST VALUE LINE 100 0.1%
Value ($000) $354 Shares 18,547 Est. Cost $15.24 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $352 Shares 8,993 Est. Cost $21.30 Unrealized +50.2%
SO SOUTHERN CO COM 0.1%
Value ($000) $340 Shares 7,618 Est. Cost $27.09 Unrealized +4.6%
PEPCO HOLDING INC COM 0.1%
Value ($000) $329 Shares 13,565 Est. Cost $20.24 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $314 Shares 4,554 Est. Cost $41.20 Unrealized +38.2%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $297 Shares 4,208 Est. Cost $47.82 Unrealized 0.0%
EXPRESS SCRIPTS HLDG CO 0.1%
Value ($000) $297 Shares 3,673 Est. Cost $61.89 Unrealized
GIS GENERAL MLS INC COM 0.1%
Value ($000) $296 Shares 5,260 Est. Cost $33.43 Unrealized +19.6%
IJK I SHARES S & P MIDCAP 400 GROWTH ETF 0.1%
Value ($000) $296 Shares 1,885 Est. Cost $145.99 Unrealized
EFA I SHARES MSCI EAFE ETF 0.1%
Value ($000) $291 Shares 5,081 Est. Cost $60.81 Unrealized
IJJ I SHARES S & P MID CAP 400 VALUE ETF 0.1%
Value ($000) $281 Shares 2,435 Est. Cost $120.09 Unrealized
IEFA I SHARES MSCI EAFE CORE 0.1%
Value ($000) $269 Shares 5,100 Est. Cost $60.62 Unrealized
IWR I SHARES RUSSELL MID-CAP ETF 0.1%
Value ($000) $254 Shares 1,634 Est. Cost $139.19 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $253 Shares 1,935 Est. Cost $84.38 Unrealized +46.2%
TYCO INTERNATIONAL PLC 0.1%
Value ($000) $248 Shares 7,402 Est. Cost $43.88 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $245 Shares 3,300 Est. Cost $76.50 Unrealized -13.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $235 Shares 1,800 Est. Cost $143.75 Unrealized -4.7%
ORCL ORACLE CORP COM 0.1%
Value ($000) $224 Shares 6,200 Est. Cost $27.58 Unrealized +19.3%
JOHNSON CTLS INC COM 0.1%
Value ($000) $207 Shares 5,015 Est. Cost $48.26 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $206 Shares 4,025 Est. Cost $46.59 Unrealized -0.2%
FISV FISERV INC COM 0.1%
Value ($000) $204 Shares 2,360 Est. Cost $43.26 Unrealized 0.0%
UNITED TECHNOLOGIES CORP COM 0.1%
Value ($000) $200 Shares 2,250 Est. Cost $97.32 Unrealized
F FORD MOTOR CO 0.1%
Value ($000) $190 Shares 14,006 Est. Cost $8.16 Unrealized -0.1%
MFC MANULIFE FINANCIAL 0.1%
Value ($000) $160 Shares 10,306 Est. Cost $15.16 Unrealized +10.7%
ALPS ALERIAN MLP ETF 0.0%
Value ($000) $137 Shares 10,950 Est. Cost $17.53 Unrealized