FIRST NATIONAL BANK & TRUST CO OF NEWTOWN Diversified Active

CIK: 0001339908 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Jul 6, 2016

Total Value ($000): $314,256 (100.0% shares, 0.0% debt)

Holdings (112)

VCSH VANGUARD SHORT TERM CORP BD ETF #3145 15.6%
Value ($000) $49,003 Shares 612,531 Est. Cost $79.36 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 13.7%
Value ($000) $42,933 Shares 399,976 Est. Cost $84.64 Unrealized
BIV VANGUARD INTERMEDIATE TERM BOND INDEX ETF 9.6%
Value ($000) $30,282 Shares 352,159 Est. Cost $83.65 Unrealized
DVY I SHARES SELECT DIVIDEND ETF 4.6%
Value ($000) $14,542 Shares 175,422 Est. Cost $65.11 Unrealized
TIP I SHRS TIPS BOND ETF 3.4%
Value ($000) $10,580 Shares 92,701 Est. Cost $112.11 Unrealized
POWERSHARES PREFERRED PORTFOLIO 2.9%
Value ($000) $9,092 Shares 601,765 Est. Cost $14.33 Unrealized
XOM EXXON MOBIL CORP COM 2.5%
Value ($000) $7,985 Shares 89,698 Est. Cost $53.69 Unrealized +7.8%
PEP PEPSICO INC COM 2.1%
Value ($000) $6,581 Shares 65,051 Est. Cost $56.00 Unrealized +37.7%
JNJ JOHNSON & JOHNSON COM 2.1%
Value ($000) $6,481 Shares 57,512 Est. Cost $60.06 Unrealized +44.9%
GENERAL ELECTRIC CO COM 2.0%
Value ($000) $6,428 Shares 212,693 Est. Cost $23.18 Unrealized
HD HOME DEPOT INC COM 2.0%
Value ($000) $6,158 Shares 46,614 Est. Cost $56.05 Unrealized +87.3%
VZ VERIZON COMMUNICATIONS INC 1.8%
Value ($000) $5,532 Shares 108,684 Est. Cost $27.03 Unrealized +16.4%
AAPL APPLE INC 1.7%
Value ($000) $5,381 Shares 53,888 Est. Cost $18.17 Unrealized +24.4%
AQUA AMER INC 1.7%
Value ($000) $5,275 Shares 163,317 Est. Cost $29.96 Unrealized
MMM 3M CO COMMON 1.4%
Value ($000) $4,520 Shares 26,855 Est. Cost $61.26 Unrealized +67.2%
PG PROCTER & GAMBLE CO COM 1.4%
Value ($000) $4,449 Shares 54,892 Est. Cost $55.00 Unrealized +15.1%
MSFT MICROSOFT CORP COM 1.4%
Value ($000) $4,407 Shares 83,167 Est. Cost $26.78 Unrealized +71.7%
POWERSHARES WATER RES PORTFOLIO 1.4%
Value ($000) $4,357 Shares 187,649 Est. Cost $22.03 Unrealized
KMB KIMBERLY CLARK CORP COM 1.3%
Value ($000) $3,965 Shares 31,207 Est. Cost $63.17 Unrealized +48.7%
CVX CHEVRON CORPORATION 1.2%
Value ($000) $3,819 Shares 37,808 Est. Cost $69.93 Unrealized -4.5%
T A T & T INC 1.2%
Value ($000) $3,763 Shares 96,153 Est. Cost $11.47 Unrealized +31.7%
HON HONEYWELL INTL INC COM 1.2%
Value ($000) $3,625 Shares 31,841 Est. Cost $54.60 Unrealized +54.2%
TGT TARGET CORP 1.0%
Value ($000) $3,171 Shares 46,100 Est. Cost $48.29 Unrealized +16.2%
PFE PFIZER INC COM 1.0%
Value ($000) $3,146 Shares 90,682 Est. Cost $16.62 Unrealized +26.7%
BMY BRISTOL MYERS SQUIBB CO COM 1.0%
Value ($000) $3,055 Shares 42,621 Est. Cost $28.79 Unrealized +75.4%
MRK MERCK & CO INC NEW 0.9%
Value ($000) $2,824 Shares 50,187 Est. Cost $30.52 Unrealized +29.4%
INTC INTEL CORP COM 0.7%
Value ($000) $2,196 Shares 69,503 Est. Cost $17.25 Unrealized +45.6%
IBM INTERNATIONAL BUSINESS MACHSCOM 0.7%
Value ($000) $2,056 Shares 13,371 Est. Cost $117.20 Unrealized -18.8%
MCD MCDONALDS CORP COM 0.6%
Value ($000) $1,901 Shares 15,569 Est. Cost $72.35 Unrealized +37.0%
DU PONT E I DE NEMOURS & CO COM 0.6%
Value ($000) $1,877 Shares 28,697 Est. Cost $55.35 Unrealized
PM PHILLIP MORRIS INTERNATIONALINC 0.6%
Value ($000) $1,856 Shares 18,804 Est. Cost $49.37 Unrealized +24.4%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.6%
Value ($000) $1,853 Shares 18,677 Est. Cost $64.90 Unrealized +42.0%
VNQ VANGUARD REIT INDEX #0986 0.6%
Value ($000) $1,771 Shares 21,164 Est. Cost $73.17 Unrealized
BAXALTA INC 0.5%
Value ($000) $1,493 Shares 33,005 Est. Cost $31.52 Unrealized
BAX BAXTER INTL INC COM 0.5%
Value ($000) $1,456 Shares 33,730 Est. Cost $30.43 Unrealized +23.2%
BLACKROCK SBI 0.5%
Value ($000) $1,418 Shares 105,490 Est. Cost $13.19 Unrealized
SLB SCHLUMBERGER LTD COM 0.5%
Value ($000) $1,417 Shares 18,567 Est. Cost $53.13 Unrealized +9.6%
MO ALTRIA GROUP INC COM 0.4%
Value ($000) $1,384 Shares 21,760 Est. Cost $18.08 Unrealized +83.7%
GLW CORNING INC COM 0.4%
Value ($000) $1,371 Shares 65,666 Est. Cost $10.49 Unrealized +47.9%
NUVEEN CREDIT STRATEGIES INCOME FUND 0.4%
Value ($000) $1,327 Shares 162,753 Est. Cost $9.99 Unrealized
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $1,314 Shares 16,800 Est. Cost $44.60 Unrealized +20.7%
COP CONOCOPHILLIPS COM 0.4%
Value ($000) $1,313 Shares 29,973 Est. Cost $39.96 Unrealized -17.9%
MDT MEDTRONIC PLC 0.4%
Value ($000) $1,221 Shares 15,178 Est. Cost $58.10 Unrealized +9.3%
IVW ISHARES S & P GROWTH ETF 0.4%
Value ($000) $1,154 Shares 9,823 Est. Cost $86.40 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $1,150 Shares 18,269 Est. Cost $27.56 Unrealized +48.7%
YUM YUM BRANDS INC 0.3%
Value ($000) $1,047 Shares 12,757 Est. Cost $38.97 Unrealized +26.9%
EMR EMERSON ELEC CO COM 0.3%
Value ($000) $1,023 Shares 19,656 Est. Cost $38.68 Unrealized +7.4%
PSX PHILLIPS 66 0.3%
Value ($000) $1,021 Shares 12,699 Est. Cost $40.44 Unrealized +40.2%
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $986 Shares 4,175 Est. Cost $137.33 Unrealized +32.8%
PPL PPL CORP COMMON 0.3%
Value ($000) $950 Shares 24,653 Est. Cost $16.61 Unrealized +49.1%
WMT WAL-MART STORES INC COM 0.3%
Value ($000) $932 Shares 13,162 Est. Cost $19.99 Unrealized -2.4%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $919 Shares 7,649 Est. Cost $14.15 Unrealized +66.0%
PNC PNC FINL SVCS GROUP INC COM 0.3%
Value ($000) $815 Shares 9,079 Est. Cost $58.82 Unrealized +7.0%
CMCSA COMCAST CORP CLASS A 0.3%
Value ($000) $799 Shares 12,621 Est. Cost $16.31 Unrealized +51.5%
CAT CATERPILLAR INC DEL COM 0.2%
Value ($000) $771 Shares 10,636 Est. Cost $60.49 Unrealized -1.1%
CL COLGATE PALMOLIVE CO COM 0.2%
Value ($000) $765 Shares 10,861 Est. Cost $45.60 Unrealized +24.8%
JPM J P MORGAN CHASE & CO 0.2%
Value ($000) $765 Shares 11,719 Est. Cost $37.32 Unrealized +29.5%
GOOGL ALPHABET INC 0.2%
Value ($000) $746 Shares 996 Est. Cost $36.71 Unrealized -0.8%
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $740 Shares 14,587 Est. Cost $31.01 Unrealized +20.0%
ABT ABBOTT LABS COM 0.2%
Value ($000) $694 Shares 17,524 Est. Cost $29.47 Unrealized +13.2%
KO COCA COLA CO COM 0.2%
Value ($000) $676 Shares 15,160 Est. Cost $27.87 Unrealized +19.5%
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $676 Shares 45,687 Est. Cost $10.03 Unrealized +13.1%
TE CONNECTIVITY LTD 0.2%
Value ($000) $652 Shares 10,876 Est. Cost $45.54 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $636 Shares 865 Est. Cost $35.61 Unrealized +0.1%
HPE HEWLETT PACKARD ENTERPRISE CO 0.2%
Value ($000) $612 Shares 33,186 Est. Cost $6.50 Unrealized +19.4%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $604 Shares 5,700 Est. Cost $51.15 Unrealized +62.8%
NUVEEN SELECT TAX-FREE INCOME PORTFOLIO 0.2%
Value ($000) $571 Shares 37,550 Est. Cost $13.40 Unrealized
IVE I SHARES S & P 500 VALUE ETF 0.2%
Value ($000) $562 Shares 6,068 Est. Cost $78.66 Unrealized
MCK MCKESSON CORP USD 0.2%
Value ($000) $555 Shares 3,030 Est. Cost $186.09 Unrealized -12.6%
MDLZ MONDELEZ INTERNATIONAL INC 0.2%
Value ($000) $542 Shares 12,177 Est. Cost $23.99 Unrealized +45.2%
DOW CHEM CO COM 0.2%
Value ($000) $539 Shares 10,498 Est. Cost $50.90 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.2%
Value ($000) $523 Shares 11,686 Est. Cost $21.73 Unrealized +49.6%
XEL XCEL ENERGY INC COM 0.2%
Value ($000) $520 Shares 12,579 Est. Cost $19.82 Unrealized +54.9%
D DOMINION RESOURCES INC VA NEW 0.2%
Value ($000) $520 Shares 7,206 Est. Cost $34.57 Unrealized +38.1%
ADP AUTOMATIC DATA PROCESSING INCOM 0.2%
Value ($000) $489 Shares 5,565 Est. Cost $45.09 Unrealized +59.2%
ZBH ZIMMER BIOMET HOLDINGS INC 0.2%
Value ($000) $482 Shares 3,952 Est. Cost $68.12 Unrealized +53.6%
AMGN AMGEN INC COM 0.2%
Value ($000) $477 Shares 3,025 Est. Cost $73.34 Unrealized +59.1%
SPECTRA ENERGY COM 0.1%
Value ($000) $459 Shares 14,430 Est. Cost $35.36 Unrealized
HPQ H P INC 0.1%
Value ($000) $444 Shares 33,186 Est. Cost $9.12 Unrealized -0.7%
SSO PROSHARES ULTRA S & P 500 EFT 0.1%
Value ($000) $434 Shares 6,550 Est. Cost $73.78 Unrealized
BRK/A BERKSHIRE HATHAWAY INC. DELWARE CL 0.1%
Value ($000) $423 Shares 2 Est. Cost $165023.42 Unrealized +30.0%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $422 Shares 5,631 Est. Cost $42.39 Unrealized +51.2%
PPG PPG INDS INC COM 0.1%
Value ($000) $398 Shares 3,700 Est. Cost $76.71 Unrealized +19.4%
SO SOUTHERN CO COM 0.1%
Value ($000) $393 Shares 7,963 Est. Cost $27.32 Unrealized +23.1%
REYNOLDS AMERICAN INC 0.1%
Value ($000) $388 Shares 7,810 Est. Cost $54.29 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $381 Shares 11,124 Est. Cost $15.75 Unrealized +12.1%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $355 Shares 8,444 Est. Cost $21.30 Unrealized +45.6%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $350 Shares 4,208 Est. Cost $47.82 Unrealized +12.1%
CCL CARNIVAL CORPORATION PAIRED 0.1%
Value ($000) $341 Shares 7,138 Est. Cost $27.66 Unrealized +56.2%
LOW LOWES COS INC COM 0.1%
Value ($000) $332 Shares 4,142 Est. Cost $41.56 Unrealized +55.9%
GIS GENERAL MLS INC COM 0.1%
Value ($000) $331 Shares 5,260 Est. Cost $33.43 Unrealized +36.0%
FIRST TRUST VALUE LINE 100 0.1%
Value ($000) $326 Shares 16,562 Est. Cost $15.24 Unrealized
TYCO INTERNATIONAL PLC 0.1%
Value ($000) $312 Shares 7,315 Est. Cost $43.88 Unrealized
IJK I SHARES S & P MIDCAP 400 GROWTH ETF 0.1%
Value ($000) $308 Shares 1,820 Est. Cost $145.99 Unrealized
EXPRESS SCRIPTS HLDG CO 0.1%
Value ($000) $306 Shares 4,049 Est. Cost $64.39 Unrealized
EFA I SHARES MSCI EAFE ETF 0.1%
Value ($000) $304 Shares 5,208 Est. Cost $60.74 Unrealized
IJJ I SHARES S & P MID CAP 400 VALUE ETF 0.1%
Value ($000) $299 Shares 2,335 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) $273 Shares 1,634 Est. Cost $139.19 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $264 Shares 1,875 Est. Cost $142.86 Unrealized +0.1%
FISV FISERV INC COM 0.1%
Value ($000) $249 Shares 2,360 Est. Cost $43.26 Unrealized +19.0%
ORCL ORACLE CORP COM 0.1%
Value ($000) $249 Shares 6,200 Est. Cost $27.58 Unrealized +25.4%
ETN EATON CORP PLC 0.1%
Value ($000) $248 Shares 4,025 Est. Cost $46.59 Unrealized +6.8%
UNITED TECHNOLOGIES CORP COM 0.1%
Value ($000) $245 Shares 2,432 Est. Cost $97.51 Unrealized
FULT FULTON FINL CORP PA COM 0.1%
Value ($000) $237 Shares 16,632 Est. Cost $7.79 Unrealized +21.5%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $231 Shares 6,853 Est. Cost $34.52 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $225 Shares 7,745 Est. Cost $18.95 Unrealized +10.1%
JOHNSON CTLS INC COM 0.1%
Value ($000) $221 Shares 5,015 Est. Cost $44.07 Unrealized
DE DEERE & CO COM 0.1%
Value ($000) $202 Shares 2,455 Est. Cost $69.97 Unrealized 0.0%
BA BOEING CO COM 0.1%
Value ($000) $200 Shares 1,585 Est. Cost $84.38 Unrealized +40.5%
F FORD MOTOR CO 0.1%
Value ($000) $185 Shares 13,706 Est. Cost $8.16 Unrealized -2.7%
MFC MANULIFE FINANCIAL 0.0%
Value ($000) $153 Shares 10,306 Est. Cost $15.16 Unrealized -6.0%