FIRST NATIONAL BANK & TRUST CO OF NEWTOWN Diversified Active

CIK: 0001339908 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Jan 22, 2016

Total Value ($000): $302,501 (100.0% shares, 0.0% debt)

Holdings (110)

VCSH VANGUARD SHORT TERM CORP BD ETF #3145 15.9%
Value ($000) $48,240 Shares 610,723 Est. Cost $79.36 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 13.6%
Value ($000) $41,079 Shares 393,858 Est. Cost $84.37 Unrealized
BIV VANGUARD INTERMEDIATE TERM BOND INDEX ETF 9.6%
Value ($000) $29,122 Shares 350,616 Est. Cost $83.65 Unrealized
DVY I SHARES SELECT DIVIDEND ETF 4.4%
Value ($000) $13,198 Shares 175,617 Est. Cost $65.11 Unrealized
TIP I SHRS TIPS BOND ETF 3.4%
Value ($000) $10,265 Shares 93,598 Est. Cost $112.11 Unrealized
POWERSHARES PREFERRED PORTFOLIO 3.0%
Value ($000) $8,985 Shares 601,010 Est. Cost $14.33 Unrealized
XOM EXXON MOBIL CORP COM 2.3%
Value ($000) $7,107 Shares 91,176 Est. Cost $53.69 Unrealized -4.3%
GENERAL ELECTRIC CO COM 2.2%
Value ($000) $6,653 Shares 213,638 Est. Cost $23.18 Unrealized
PEP PEPSICO INC COM 2.2%
Value ($000) $6,566 Shares 65,706 Est. Cost $56.00 Unrealized +31.2%
HD HOME DEPOT INC COM 2.1%
Value ($000) $6,241 Shares 47,194 Est. Cost $56.05 Unrealized +78.4%
JNJ JOHNSON & JOHNSON COM 2.0%
Value ($000) $5,905 Shares 57,487 Est. Cost $60.06 Unrealized +26.4%
AAPL APPLE INC 1.9%
Value ($000) $5,659 Shares 53,760 Est. Cost $18.17 Unrealized +41.6%
VZ VERIZON COMMUNICATIONS INC 1.6%
Value ($000) $4,978 Shares 107,716 Est. Cost $26.99 Unrealized -0.2%
AQUA AMER INC 1.6%
Value ($000) $4,908 Shares 164,778 Est. Cost $29.96 Unrealized
MSFT MICROSOFT CORP COM 1.5%
Value ($000) $4,658 Shares 83,979 Est. Cost $26.78 Unrealized +71.5%
PG PROCTER & GAMBLE CO COM 1.4%
Value ($000) $4,381 Shares 55,179 Est. Cost $55.00 Unrealized +5.3%
MMM 3M CO COMMON 1.4%
Value ($000) $4,112 Shares 27,295 Est. Cost $61.26 Unrealized +50.3%
POWERSHARES WATER RES PORTFOLIO 1.3%
Value ($000) $4,077 Shares 188,224 Est. Cost $22.03 Unrealized
KMB KIMBERLY CLARK CORP COM 1.3%
Value ($000) $4,025 Shares 31,622 Est. Cost $63.17 Unrealized +34.5%
TGT TARGET CORP 1.1%
Value ($000) $3,392 Shares 46,705 Est. Cost $48.29 Unrealized +14.4%
CVX CHEVRON CORPORATION 1.1%
Value ($000) $3,387 Shares 37,648 Est. Cost $69.93 Unrealized -16.4%
T A T & T INC 1.1%
Value ($000) $3,310 Shares 96,238 Est. Cost $11.44 Unrealized +8.6%
HON HONEYWELL INTL INC COM 1.1%
Value ($000) $3,309 Shares 31,955 Est. Cost $54.60 Unrealized +36.1%
BMY BRISTOL MYERS SQUIBB CO COM 1.0%
Value ($000) $2,936 Shares 42,671 Est. Cost $28.79 Unrealized +62.2%
PFE PFIZER INC COM 1.0%
Value ($000) $2,892 Shares 89,596 Est. Cost $16.62 Unrealized +22.6%
MRK MERCK & CO INC NEW 0.9%
Value ($000) $2,647 Shares 50,137 Est. Cost $30.52 Unrealized +20.5%
INTC INTEL CORP COM 0.8%
Value ($000) $2,376 Shares 68,973 Est. Cost $17.18 Unrealized +55.1%
IBM INTERNATIONAL BUSINESS MACHSCOM 0.6%
Value ($000) $1,965 Shares 14,279 Est. Cost $117.20 Unrealized -25.3%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.6%
Value ($000) $1,965 Shares 18,702 Est. Cost $64.90 Unrealized +57.5%
DU PONT E I DE NEMOURS & CO COM 0.6%
Value ($000) $1,859 Shares 27,907 Est. Cost $55.09 Unrealized
MCD MCDONALDS CORP COM 0.6%
Value ($000) $1,808 Shares 15,299 Est. Cost $72.08 Unrealized +21.0%
PM PHILLIP MORRIS INTERNATIONALINC 0.5%
Value ($000) $1,640 Shares 18,654 Est. Cost $49.37 Unrealized +5.9%
VNQ VANGUARD REIT INDEX #0986 0.5%
Value ($000) $1,624 Shares 20,361 Est. Cost $72.75 Unrealized
MARKET VECTORS AGRIBUSINESS ETF 0.5%
Value ($000) $1,435 Shares 30,868 Est. Cost $51.17 Unrealized
COP CONOCOPHILLIPS COM 0.5%
Value ($000) $1,402 Shares 30,029 Est. Cost $39.96 Unrealized -4.0%
BLACKROCK SBI 0.4%
Value ($000) $1,333 Shares 105,490 Est. Cost $13.19 Unrealized
BAX BAXTER INTL INC COM 0.4%
Value ($000) $1,302 Shares 34,135 Est. Cost $30.43 Unrealized +2.1%
BAXALTA INC 0.4%
Value ($000) $1,298 Shares 33,255 Est. Cost $31.52 Unrealized
NUVEEN CREDIT STRATEGIES INCOME FUND 0.4%
Value ($000) $1,298 Shares 165,453 Est. Cost $9.99 Unrealized
SLB SCHLUMBERGER LTD COM 0.4%
Value ($000) $1,291 Shares 18,512 Est. Cost $53.13 Unrealized +5.6%
MO ALTRIA GROUP INC COM 0.4%
Value ($000) $1,266 Shares 21,760 Est. Cost $18.08 Unrealized +63.0%
GLW CORNING INC COM 0.4%
Value ($000) $1,210 Shares 66,266 Est. Cost $10.49 Unrealized +32.1%
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $1,200 Shares 16,814 Est. Cost $44.60 Unrealized +3.9%
MDT MEDTRONIC PLC 0.4%
Value ($000) $1,186 Shares 15,417 Est. Cost $58.10 Unrealized +0.8%
IVW ISHARES S & P GROWTH ETF 0.4%
Value ($000) $1,138 Shares 9,823 Est. Cost $86.40 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $1,083 Shares 18,269 Est. Cost $27.30 Unrealized +39.1%
PSX PHILLIPS 66 0.3%
Value ($000) $1,043 Shares 12,749 Est. Cost $40.44 Unrealized +46.1%
WMT WAL-MART STORES INC COM 0.3%
Value ($000) $953 Shares 15,549 Est. Cost $19.99 Unrealized -16.8%
EMR EMERSON ELEC CO COM 0.3%
Value ($000) $950 Shares 19,856 Est. Cost $38.68 Unrealized -5.6%
YUM YUM BRANDS INC 0.3%
Value ($000) $932 Shares 12,757 Est. Cost $38.97 Unrealized +11.1%
PPL PPL CORP COMMON 0.3%
Value ($000) $885 Shares 25,935 Est. Cost $16.61 Unrealized +29.2%
PNC PNC FINL SVCS GROUP INC COM 0.3%
Value ($000) $859 Shares 9,012 Est. Cost $58.82 Unrealized +14.2%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $858 Shares 8,259 Est. Cost $14.15 Unrealized +37.8%
ABT ABBOTT LABS COM 0.3%
Value ($000) $801 Shares 17,824 Est. Cost $29.47 Unrealized +24.0%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $778 Shares 46,269 Est. Cost $10.03 Unrealized +35.2%
JPM J P MORGAN CHASE & CO 0.3%
Value ($000) $759 Shares 11,499 Est. Cost $37.17 Unrealized +33.6%
CL COLGATE PALMOLIVE CO COM 0.2%
Value ($000) $723 Shares 10,861 Est. Cost $45.60 Unrealized +15.2%
CAT CATERPILLAR INC DEL COM 0.2%
Value ($000) $723 Shares 10,636 Est. Cost $60.49 Unrealized -9.8%
GOOGL ALPHABET INC 0.2%
Value ($000) $708 Shares 910 Est. Cost $36.73 Unrealized 0.0%
TE CONNECTIVITY LTD 0.2%
Value ($000) $707 Shares 10,941 Est. Cost $45.54 Unrealized
CMCSA COMCAST CORP CLASS A 0.2%
Value ($000) $673 Shares 11,924 Est. Cost $15.88 Unrealized +49.6%
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $667 Shares 12,270 Est. Cost $29.67 Unrealized +37.6%
KO COCA COLA CO COM 0.2%
Value ($000) $666 Shares 15,495 Est. Cost $27.87 Unrealized +10.7%
GOOG ALPHABET INC 0.2%
Value ($000) $649 Shares 855 Est. Cost $35.61 Unrealized 0.0%
MCK MCKESSON CORP USD 0.2%
Value ($000) $585 Shares 2,967 Est. Cost $186.87 Unrealized -6.6%
MDLZ MONDELEZ INTERNATIONAL INC 0.2%
Value ($000) $546 Shares 12,177 Est. Cost $23.99 Unrealized +47.9%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $538 Shares 5,805 Est. Cost $51.15 Unrealized +39.6%
NUVEEN SELECT TAX-FREE INCOME PORTFOLIO 0.2%
Value ($000) $537 Shares 37,550 Est. Cost $13.40 Unrealized
IVE I SHARES S & P 500 VALUE ETF 0.2%
Value ($000) $514 Shares 5,810 Est. Cost $78.04 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO 0.2%
Value ($000) $514 Shares 33,816 Est. Cost $6.50 Unrealized 0.0%
D DOMINION RESOURCES INC VA NEW 0.2%
Value ($000) $501 Shares 7,406 Est. Cost $34.57 Unrealized +29.0%
AMGN AMGEN INC COM 0.2%
Value ($000) $491 Shares 3,025 Est. Cost $73.34 Unrealized +58.8%
LLY LILLY ELI & CO COM 0.2%
Value ($000) $474 Shares 5,631 Est. Cost $42.39 Unrealized +64.4%
ADP AUTOMATIC DATA PROCESSING INCOM 0.2%
Value ($000) $472 Shares 5,565 Est. Cost $45.09 Unrealized +53.3%
XEL XCEL ENERGY INC COM 0.2%
Value ($000) $460 Shares 12,819 Est. Cost $19.82 Unrealized +31.3%
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.1%
Value ($000) $452 Shares 11,686 Est. Cost $21.73 Unrealized +29.7%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $439 Shares 2,020 Est. Cost $103.10 Unrealized +60.4%
SSO PROSHARES ULTRA S & P 500 EFT 0.1%
Value ($000) $438 Shares 6,960 Est. Cost $73.78 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $405 Shares 3,952 Est. Cost $68.12 Unrealized +32.1%
HPQ H P INC 0.1%
Value ($000) $401 Shares 33,816 Est. Cost $9.12 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC. DELWARE CL 0.1%
Value ($000) $396 Shares 2 Est. Cost $165023.42 Unrealized +22.0%
CCL CARNIVAL CORPORATION PAIRED 0.1%
Value ($000) $389 Shares 7,138 Est. Cost $27.66 Unrealized +62.8%
REYNOLDS AMERICAN INC 0.1%
Value ($000) $372 Shares 8,058 Est. Cost $54.29 Unrealized
PPG PPG INDS INC COM 0.1%
Value ($000) $365 Shares 3,700 Est. Cost $76.71 Unrealized +9.6%
SO SOUTHERN CO COM 0.1%
Value ($000) $356 Shares 7,618 Est. Cost $27.09 Unrealized +9.3%
EXPRESS SCRIPTS HLDG CO 0.1%
Value ($000) $356 Shares 4,073 Est. Cost $64.39 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $356 Shares 8,644 Est. Cost $21.30 Unrealized +52.4%
FIRST TRUST VALUE LINE 100 0.1%
Value ($000) $353 Shares 17,827 Est. Cost $15.24 Unrealized
PEPCO HOLDING INC COM 0.1%
Value ($000) $353 Shares 13,565 Est. Cost $20.24 Unrealized
SPECTRA ENERGY COM 0.1%
Value ($000) $346 Shares 14,445 Est. Cost $35.36 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $339 Shares 12,192 Est. Cost $15.75 Unrealized -10.0%
LOW LOWES COS INC COM 0.1%
Value ($000) $320 Shares 4,204 Est. Cost $41.20 Unrealized +49.8%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $306 Shares 4,208 Est. Cost $47.82 Unrealized -1.6%
GIS GENERAL MLS INC COM 0.1%
Value ($000) $303 Shares 5,260 Est. Cost $33.43 Unrealized +21.0%
IJK I SHARES S & P MIDCAP 400 GROWTH ETF 0.1%
Value ($000) $303 Shares 1,885 Est. Cost $145.99 Unrealized
EFA I SHARES MSCI EAFE ETF 0.1%
Value ($000) $298 Shares 5,081 Est. Cost $60.81 Unrealized
IJJ I SHARES S & P MID CAP 400 VALUE ETF 0.1%
Value ($000) $285 Shares 2,435 Est. Cost $120.09 Unrealized
IEFA I SHARES MSCI EAFE CORE 0.1%
Value ($000) $277 Shares 5,100 Est. Cost $60.62 Unrealized
IWR I SHARES RUSSELL MID-CAP ETF 0.1%
Value ($000) $262 Shares 1,634 Est. Cost $139.19 Unrealized
TYCO INTERNATIONAL PLC 0.1%
Value ($000) $236 Shares 7,402 Est. Cost $43.88 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $229 Shares 1,585 Est. Cost $84.38 Unrealized +52.7%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $229 Shares 3,300 Est. Cost $76.50 Unrealized -17.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $228 Shares 1,725 Est. Cost $143.75 Unrealized -6.6%
ORCL ORACLE CORP COM 0.1%
Value ($000) $227 Shares 6,200 Est. Cost $27.58 Unrealized +19.0%
FULT FULTON FINL CORP PA COM 0.1%
Value ($000) $216 Shares 16,632 Est. Cost $7.79 Unrealized +17.3%
UNITED TECHNOLOGIES CORP COM 0.1%
Value ($000) $216 Shares 2,250 Est. Cost $97.32 Unrealized
FISV FISERV INC COM 0.1%
Value ($000) $216 Shares 2,360 Est. Cost $43.26 Unrealized +8.6%
ETN EATON CORP PLC 0.1%
Value ($000) $210 Shares 4,025 Est. Cost $46.59 Unrealized -7.6%
F FORD MOTOR CO 0.1%
Value ($000) $193 Shares 13,706 Est. Cost $8.16 Unrealized +2.2%
MFC MANULIFE FINANCIAL 0.1%
Value ($000) $154 Shares 10,306 Est. Cost $15.16 Unrealized +6.4%