FIRST NATIONAL BANK & TRUST CO OF NEWTOWN Diversified Active

CIK: 0001339908 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: Apr 22, 2016

Total Value ($000): $313,834 (100.0% shares, 0.0% debt)

Holdings (111)

VCSH VANGUARD SHORT TERM CORP BD ETF #3145 15.6%
Value ($000) $49,061 Shares 613,046 Est. Cost $79.36 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 13.3%
Value ($000) $41,835 Shares 399,113 Est. Cost $84.64 Unrealized
BIV VANGUARD INTERMEDIATE TERM BOND INDEX ETF 9.7%
Value ($000) $30,408 Shares 352,474 Est. Cost $83.65 Unrealized
DVY I SHARES SELECT DIVIDEND ETF 4.6%
Value ($000) $14,286 Shares 174,930 Est. Cost $65.11 Unrealized
TIP I SHRS TIPS BOND ETF 3.4%
Value ($000) $10,696 Shares 93,304 Est. Cost $112.11 Unrealized
POWERSHARES PREFERRED PORTFOLIO 2.8%
Value ($000) $8,939 Shares 599,180 Est. Cost $14.33 Unrealized
XOM EXXON MOBIL CORP COM 2.4%
Value ($000) $7,626 Shares 91,226 Est. Cost $53.69 Unrealized -3.2%
GENERAL ELECTRIC CO COM 2.2%
Value ($000) $6,775 Shares 213,093 Est. Cost $23.18 Unrealized
PEP PEPSICO INC COM 2.1%
Value ($000) $6,679 Shares 65,176 Est. Cost $56.00 Unrealized +30.8%
HD HOME DEPOT INC COM 2.0%
Value ($000) $6,250 Shares 46,839 Est. Cost $56.05 Unrealized +75.5%
JNJ JOHNSON & JOHNSON COM 2.0%
Value ($000) $6,242 Shares 57,687 Est. Cost $60.06 Unrealized +31.1%
VZ VERIZON COMMUNICATIONS INC 1.9%
Value ($000) $5,903 Shares 109,162 Est. Cost $27.03 Unrealized +11.1%
AAPL APPLE INC 1.9%
Value ($000) $5,882 Shares 53,972 Est. Cost $18.17 Unrealized +24.1%
AQUA AMER INC 1.7%
Value ($000) $5,220 Shares 164,113 Est. Cost $29.96 Unrealized
MSFT MICROSOFT CORP COM 1.5%
Value ($000) $4,593 Shares 83,167 Est. Cost $26.78 Unrealized +72.1%
MMM 3M CO COMMON 1.4%
Value ($000) $4,540 Shares 27,245 Est. Cost $61.26 Unrealized +51.4%
PG PROCTER & GAMBLE CO COM 1.4%
Value ($000) $4,518 Shares 54,892 Est. Cost $55.00 Unrealized +12.1%
KMB KIMBERLY CLARK CORP COM 1.3%
Value ($000) $4,227 Shares 31,427 Est. Cost $63.17 Unrealized +46.9%
POWERSHARES WATER RES PORTFOLIO 1.3%
Value ($000) $4,111 Shares 187,269 Est. Cost $22.03 Unrealized
TGT TARGET CORP 1.2%
Value ($000) $3,810 Shares 46,300 Est. Cost $48.29 Unrealized +16.8%
T A T & T INC 1.2%
Value ($000) $3,810 Shares 97,303 Est. Cost $11.47 Unrealized +20.6%
CVX CHEVRON CORPORATION 1.2%
Value ($000) $3,626 Shares 38,008 Est. Cost $69.93 Unrealized -17.9%
HON HONEYWELL INTL INC COM 1.1%
Value ($000) $3,574 Shares 31,905 Est. Cost $54.60 Unrealized +39.8%
BMY BRISTOL MYERS SQUIBB CO COM 0.9%
Value ($000) $2,722 Shares 42,621 Est. Cost $28.79 Unrealized +55.6%
PFE PFIZER INC COM 0.9%
Value ($000) $2,678 Shares 90,382 Est. Cost $16.62 Unrealized +12.4%
MRK MERCK & CO INC NEW 0.8%
Value ($000) $2,655 Shares 50,187 Est. Cost $30.52 Unrealized +18.0%
INTC INTEL CORP COM 0.7%
Value ($000) $2,254 Shares 69,703 Est. Cost $17.25 Unrealized +41.4%
IBM INTERNATIONAL BUSINESS MACHSCOM 0.7%
Value ($000) $2,167 Shares 14,304 Est. Cost $117.20 Unrealized -28.3%
MCD MCDONALDS CORP COM 0.6%
Value ($000) $1,946 Shares 15,489 Est. Cost $72.35 Unrealized +29.9%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.6%
Value ($000) $1,854 Shares 18,667 Est. Cost $64.90 Unrealized +37.1%
PM PHILLIP MORRIS INTERNATIONALINC 0.6%
Value ($000) $1,845 Shares 18,804 Est. Cost $49.37 Unrealized +13.2%
DU PONT E I DE NEMOURS & CO COM 0.6%
Value ($000) $1,825 Shares 28,822 Est. Cost $55.35 Unrealized
VNQ VANGUARD REIT INDEX #0986 0.6%
Value ($000) $1,756 Shares 20,947 Est. Cost $73.06 Unrealized
MARKET VECTORS AGRIBUSINESS ETF 0.5%
Value ($000) $1,430 Shares 30,709 Est. Cost $51.17 Unrealized
BLACKROCK SBI 0.5%
Value ($000) $1,413 Shares 105,490 Est. Cost $13.19 Unrealized
BAX BAXTER INTL INC COM 0.4%
Value ($000) $1,392 Shares 33,880 Est. Cost $30.43 Unrealized +6.7%
GLW CORNING INC COM 0.4%
Value ($000) $1,371 Shares 65,666 Est. Cost $10.49 Unrealized +35.9%
SLB SCHLUMBERGER LTD COM 0.4%
Value ($000) $1,369 Shares 18,567 Est. Cost $53.13 Unrealized -0.0%
MO ALTRIA GROUP INC COM 0.4%
Value ($000) $1,363 Shares 21,760 Est. Cost $18.08 Unrealized +71.9%
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $1,357 Shares 16,814 Est. Cost $44.60 Unrealized +13.2%
BAXALTA INC 0.4%
Value ($000) $1,339 Shares 33,155 Est. Cost $31.52 Unrealized
NUVEEN CREDIT STRATEGIES INCOME FUND 0.4%
Value ($000) $1,303 Shares 164,653 Est. Cost $9.99 Unrealized
COP CONOCOPHILLIPS COM 0.4%
Value ($000) $1,207 Shares 29,973 Est. Cost $39.96 Unrealized -29.7%
MDT MEDTRONIC PLC 0.4%
Value ($000) $1,146 Shares 15,275 Est. Cost $58.10 Unrealized +1.4%
IVW ISHARES S & P GROWTH ETF 0.4%
Value ($000) $1,138 Shares 9,823 Est. Cost $86.40 Unrealized
PSX PHILLIPS 66 0.4%
Value ($000) $1,100 Shares 12,699 Est. Cost $40.44 Unrealized +38.6%
ABBV ABBVIE INC 0.3%
Value ($000) $1,072 Shares 18,769 Est. Cost $27.56 Unrealized +34.7%
EMR EMERSON ELEC CO COM 0.3%
Value ($000) $1,069 Shares 19,656 Est. Cost $38.68 Unrealized -3.4%
WMT WAL-MART STORES INC COM 0.3%
Value ($000) $1,056 Shares 15,419 Est. Cost $19.99 Unrealized -8.4%
YUM YUM BRANDS INC 0.3%
Value ($000) $1,044 Shares 12,757 Est. Cost $38.97 Unrealized +12.4%
PPL PPL CORP COMMON 0.3%
Value ($000) $988 Shares 25,935 Est. Cost $16.61 Unrealized +37.8%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $905 Shares 7,649 Est. Cost $14.15 Unrealized +54.1%
CAT CATERPILLAR INC DEL COM 0.3%
Value ($000) $814 Shares 10,636 Est. Cost $60.49 Unrealized -12.3%
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $808 Shares 3,645 Est. Cost $130.79 Unrealized +26.3%
CMCSA COMCAST CORP CLASS A 0.2%
Value ($000) $778 Shares 12,724 Est. Cost $16.31 Unrealized +39.5%
PNC PNC FINL SVCS GROUP INC COM 0.2%
Value ($000) $768 Shares 9,079 Est. Cost $58.82 Unrealized +5.4%
CL COLGATE PALMOLIVE CO COM 0.2%
Value ($000) $767 Shares 10,861 Est. Cost $45.60 Unrealized +15.9%
GOOGL ALPHABET INC 0.2%
Value ($000) $760 Shares 996 Est. Cost $36.71 Unrealized -0.5%
ABT ABBOTT LABS COM 0.2%
Value ($000) $733 Shares 17,524 Est. Cost $29.47 Unrealized +12.0%
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $724 Shares 14,970 Est. Cost $31.01 Unrealized +19.6%
KO COCA COLA CO COM 0.2%
Value ($000) $703 Shares 15,160 Est. Cost $27.87 Unrealized +14.2%
JPM J P MORGAN CHASE & CO 0.2%
Value ($000) $694 Shares 11,719 Est. Cost $37.32 Unrealized +20.2%
TE CONNECTIVITY LTD 0.2%
Value ($000) $677 Shares 10,941 Est. Cost $45.54 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $644 Shares 865 Est. Cost $35.61 Unrealized -0.2%
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $619 Shares 45,787 Est. Cost $10.03 Unrealized +8.3%
HPE HEWLETT PACKARD ENTERPRISE CO 0.2%
Value ($000) $594 Shares 33,526 Est. Cost $6.50 Unrealized -2.0%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $583 Shares 5,700 Est. Cost $51.15 Unrealized +43.2%
NUVEEN SELECT TAX-FREE INCOME PORTFOLIO 0.2%
Value ($000) $559 Shares 37,550 Est. Cost $13.40 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.2%
Value ($000) $551 Shares 11,686 Est. Cost $21.73 Unrealized +38.8%
D DOMINION RESOURCES INC VA NEW 0.2%
Value ($000) $541 Shares 7,206 Est. Cost $34.57 Unrealized +33.3%
XEL XCEL ENERGY INC COM 0.2%
Value ($000) $536 Shares 12,819 Est. Cost $19.82 Unrealized +44.8%
IVE I SHARES S & P 500 VALUE ETF 0.2%
Value ($000) $522 Shares 5,810 Est. Cost $78.04 Unrealized
DOW CHEM CO COM 0.2%
Value ($000) $501 Shares 9,848 Est. Cost $50.87 Unrealized
ADP AUTOMATIC DATA PROCESSING INCOM 0.2%
Value ($000) $500 Shares 5,565 Est. Cost $45.09 Unrealized +50.1%
MDLZ MONDELEZ INTERNATIONAL INC 0.2%
Value ($000) $488 Shares 12,177 Est. Cost $23.99 Unrealized +35.1%
MCK MCKESSON CORP USD 0.2%
Value ($000) $476 Shares 3,030 Est. Cost $186.09 Unrealized -19.6%
AMGN AMGEN INC COM 0.1%
Value ($000) $453 Shares 3,025 Est. Cost $73.34 Unrealized +51.1%
SSO PROSHARES ULTRA S & P 500 EFT 0.1%
Value ($000) $444 Shares 6,960 Est. Cost $73.78 Unrealized
SPECTRA ENERGY COM 0.1%
Value ($000) $442 Shares 14,430 Est. Cost $35.36 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $437 Shares 12,192 Est. Cost $15.75 Unrealized +0.6%
BRK/A BERKSHIRE HATHAWAY INC. DELWARE CL 0.1%
Value ($000) $427 Shares 2 Est. Cost $165023.42 Unrealized +20.9%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $421 Shares 3,952 Est. Cost $68.12 Unrealized +30.9%
PPG PPG INDS INC COM 0.1%
Value ($000) $413 Shares 3,700 Est. Cost $76.71 Unrealized +7.1%
HPQ H P INC 0.1%
Value ($000) $413 Shares 33,526 Est. Cost $9.12 Unrealized -15.5%
SO SOUTHERN CO COM 0.1%
Value ($000) $412 Shares 7,963 Est. Cost $27.32 Unrealized +17.9%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $405 Shares 5,631 Est. Cost $42.39 Unrealized +50.9%
REYNOLDS AMERICAN INC 0.1%
Value ($000) $393 Shares 7,810 Est. Cost $54.29 Unrealized
CCL CARNIVAL CORPORATION PAIRED 0.1%
Value ($000) $376 Shares 7,138 Est. Cost $27.66 Unrealized +53.2%
FIRST TRUST VALUE LINE 100 0.1%
Value ($000) $341 Shares 17,612 Est. Cost $15.24 Unrealized
GIS GENERAL MLS INC COM 0.1%
Value ($000) $333 Shares 5,260 Est. Cost $33.43 Unrealized +23.2%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $331 Shares 4,208 Est. Cost $47.82 Unrealized +1.0%
LOW LOWES COS INC COM 0.1%
Value ($000) $326 Shares 4,292 Est. Cost $41.56 Unrealized +41.7%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $311 Shares 8,444 Est. Cost $21.30 Unrealized +32.2%
IJK I SHARES S & P MIDCAP 400 GROWTH ETF 0.1%
Value ($000) $307 Shares 1,885 Est. Cost $145.99 Unrealized
IJJ I SHARES S & P MID CAP 400 VALUE ETF 0.1%
Value ($000) $302 Shares 2,435 Est. Cost $120.09 Unrealized
EFA I SHARES MSCI EAFE ETF 0.1%
Value ($000) $297 Shares 5,191 Est. Cost $60.74 Unrealized
EXPRESS SCRIPTS HLDG CO 0.1%
Value ($000) $278 Shares 4,049 Est. Cost $64.39 Unrealized
IEFA I SHARES MSCI EAFE CORE 0.1%
Value ($000) $271 Shares 5,100 Est. Cost $60.62 Unrealized
TYCO INTERNATIONAL PLC 0.1%
Value ($000) $271 Shares 7,380 Est. Cost $43.88 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $266 Shares 1,875 Est. Cost $142.86 Unrealized -7.2%
IWR I SHARES RUSSELL MID-CAP ETF 0.1%
Value ($000) $266 Shares 1,634 Est. Cost $139.19 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $254 Shares 6,200 Est. Cost $27.58 Unrealized +15.8%
ETN EATON CORP PLC 0.1%
Value ($000) $252 Shares 4,025 Est. Cost $46.59 Unrealized -5.1%
UNITED TECHNOLOGIES CORP COM 0.1%
Value ($000) $243 Shares 2,432 Est. Cost $97.51 Unrealized
FISV FISERV INC COM 0.1%
Value ($000) $242 Shares 2,360 Est. Cost $43.26 Unrealized +9.6%
FULT FULTON FINL CORP PA COM 0.1%
Value ($000) $223 Shares 16,632 Est. Cost $7.79 Unrealized +12.3%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $220 Shares 7,745 Est. Cost $18.95 Unrealized 0.0%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $217 Shares 6,273 Est. Cost $34.59 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $201 Shares 1,585 Est. Cost $84.38 Unrealized +32.6%
F FORD MOTOR CO 0.1%
Value ($000) $185 Shares 13,706 Est. Cost $8.16 Unrealized -8.7%
MFC MANULIFE FINANCIAL 0.0%
Value ($000) $146 Shares 10,306 Est. Cost $15.16 Unrealized -11.6%