FIRST NATIONAL BANK & TRUST CO OF NEWTOWN Diversified Active

CIK: 0001339908 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Oct 20, 2016

Total Value ($000): $324,577 (100.0% shares, 0.0% debt)

Holdings (112)

VCSH VANGUARD SHORT TERM CORP BD ETF #3145 15.3%
Value ($000) $49,691 Shares 616,895 Est. Cost $79.36 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 14.1%
Value ($000) $45,756 Shares 410,989 Est. Cost $85.36 Unrealized
BIV VANGUARD INTERMEDIATE TERM BOND INDEX ETF 9.7%
Value ($000) $31,370 Shares 357,911 Est. Cost $83.71 Unrealized
DVY I SHARES SELECT DIVIDEND ETF 4.8%
Value ($000) $15,530 Shares 181,232 Est. Cost $65.77 Unrealized
TIP I SHRS TIPS BOND ETF 3.3%
Value ($000) $10,772 Shares 92,467 Est. Cost $112.11 Unrealized
POWERSHARES PREFERRED PORTFOLIO 2.9%
Value ($000) $9,374 Shares 619,590 Est. Cost $14.35 Unrealized
XOM EXXON MOBIL CORP COM 2.4%
Value ($000) $7,856 Shares 90,015 Est. Cost $53.69 Unrealized +9.0%
PEP PEPSICO INC COM 2.2%
Value ($000) $7,088 Shares 65,168 Est. Cost $56.00 Unrealized +44.8%
JNJ JOHNSON & JOHNSON COM 2.1%
Value ($000) $6,724 Shares 56,922 Est. Cost $60.06 Unrealized +55.8%
GENERAL ELECTRIC CO COM 1.9%
Value ($000) $6,285 Shares 212,265 Est. Cost $23.18 Unrealized
AAPL APPLE INC 1.9%
Value ($000) $6,106 Shares 54,013 Est. Cost $18.17 Unrealized +33.3%
HD HOME DEPOT INC COM 1.8%
Value ($000) $5,908 Shares 45,919 Est. Cost $56.05 Unrealized +89.7%
VZ VERIZON COMMUNICATIONS INC 1.8%
Value ($000) $5,684 Shares 109,382 Est. Cost $27.03 Unrealized +21.7%
AQUA AMER INC 1.5%
Value ($000) $4,913 Shares 161,234 Est. Cost $29.96 Unrealized
PG PROCTER AND GAMBLE CO COM 1.5%
Value ($000) $4,900 Shares 54,587 Est. Cost $55.00 Unrealized +22.8%
MSFT MICROSOFT CORP COM 1.5%
Value ($000) $4,734 Shares 82,207 Est. Cost $26.78 Unrealized +87.8%
MMM 3M CO COMMON 1.5%
Value ($000) $4,710 Shares 26,723 Est. Cost $61.26 Unrealized +78.2%
POWERSHARES WATER RES PORTFOLIO 1.4%
Value ($000) $4,670 Shares 189,821 Est. Cost $22.06 Unrealized
KMB KIMBERLY CLARK CORP COM 1.2%
Value ($000) $3,953 Shares 31,342 Est. Cost $63.17 Unrealized +48.0%
CVX CHEVRON CORPORATION 1.2%
Value ($000) $3,901 Shares 37,899 Est. Cost $69.93 Unrealized -2.1%
T A T & T INC 1.2%
Value ($000) $3,877 Shares 95,470 Est. Cost $11.47 Unrealized +42.0%
HON HONEYWELL INTL INC COM 1.1%
Value ($000) $3,708 Shares 31,808 Est. Cost $54.60 Unrealized +57.6%
TGT TARGET CORP 1.0%
Value ($000) $3,191 Shares 46,465 Est. Cost $48.29 Unrealized +12.5%
MRK MERCK & CO INC NEW 1.0%
Value ($000) $3,114 Shares 49,907 Est. Cost $30.52 Unrealized +43.3%
PFE PFIZER INC COM 1.0%
Value ($000) $3,095 Shares 91,433 Est. Cost $16.62 Unrealized +33.9%
INTC INTEL CORP COM 0.8%
Value ($000) $2,578 Shares 68,273 Est. Cost $17.25 Unrealized +65.9%
BMY BRISTOL MYERS SQUIBB CO COM 0.7%
Value ($000) $2,266 Shares 42,033 Est. Cost $28.79 Unrealized +60.3%
IBM INTERNATIONAL BUSINESS MACHSCOM 0.7%
Value ($000) $2,131 Shares 13,416 Est. Cost $117.20 Unrealized -13.2%
DU PONT E I DE NEMOURS & CO COM 0.6%
Value ($000) $1,953 Shares 29,162 Est. Cost $55.54 Unrealized
MCD MCDONALDS CORP COM 0.6%
Value ($000) $1,856 Shares 16,084 Est. Cost $73.06 Unrealized +29.4%
VNQ VANGUARD REIT INDEX #0986 0.6%
Value ($000) $1,849 Shares 21,319 Est. Cost $73.17 Unrealized
PM PHILLIP MORRIS INTERNATIONALINC 0.6%
Value ($000) $1,815 Shares 18,669 Est. Cost $49.37 Unrealized +26.1%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.5%
Value ($000) $1,713 Shares 18,452 Est. Cost $64.90 Unrealized +36.9%
BAX BAXTER INTL INC COM 0.5%
Value ($000) $1,668 Shares 35,040 Est. Cost $30.80 Unrealized +31.2%
MOO VANECK VEC AGRIBUSINESS ETF 0.5%
Value ($000) $1,570 Shares 31,434 Est. Cost $49.95 Unrealized
GLW CORNING INC COM 0.5%
Value ($000) $1,531 Shares 64,766 Est. Cost $10.49 Unrealized +65.6%
BLACKROCK SBI 0.5%
Value ($000) $1,464 Shares 102,993 Est. Cost $13.19 Unrealized
SLB SCHLUMBERGER LTD COM 0.4%
Value ($000) $1,460 Shares 18,567 Est. Cost $53.13 Unrealized +14.2%
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $1,388 Shares 17,335 Est. Cost $44.96 Unrealized +25.4%
MO ALTRIA GROUP INC COM 0.4%
Value ($000) $1,376 Shares 21,760 Est. Cost $18.08 Unrealized +92.3%
NUVEEN CREDIT STRATEGIES INCOME FUND 0.4%
Value ($000) $1,376 Shares 162,253 Est. Cost $9.99 Unrealized
MDT MEDTRONIC PLC 0.4%
Value ($000) $1,308 Shares 15,146 Est. Cost $58.10 Unrealized +18.4%
COP CONOCOPHILLIPS COM 0.4%
Value ($000) $1,299 Shares 29,873 Est. Cost $39.96 Unrealized -22.1%
YUM YUM BRANDS INC 0.4%
Value ($000) $1,159 Shares 12,757 Est. Cost $38.97 Unrealized +38.2%
ABBV ABBVIE INC 0.4%
Value ($000) $1,152 Shares 18,269 Est. Cost $27.56 Unrealized +59.4%
IVW ISHARES S & P GROWTH ETF 0.3%
Value ($000) $1,119 Shares 9,198 Est. Cost $86.40 Unrealized
EMR EMERSON ELEC CO COM 0.3%
Value ($000) $1,072 Shares 19,656 Est. Cost $38.68 Unrealized +9.3%
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $1,023 Shares 4,268 Est. Cost $138.59 Unrealized +40.6%
PSX PHILLIPS 66 0.3%
Value ($000) $1,019 Shares 12,649 Est. Cost $40.44 Unrealized +34.6%
CAT CATERPILLAR INC DEL COM 0.3%
Value ($000) $944 Shares 10,636 Est. Cost $60.49 Unrealized +9.1%
WMT WAL-MART STORES INC COM 0.3%
Value ($000) $928 Shares 12,862 Est. Cost $19.99 Unrealized +3.1%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $921 Shares 7,529 Est. Cost $14.15 Unrealized +75.4%
SHIRE PLC ADR 0.3%
Value ($000) $916 Shares 4,724 Est. Cost $193.90 Unrealized
PPL PPL CORP COMMON 0.3%
Value ($000) $845 Shares 24,458 Est. Cost $16.61 Unrealized +42.3%
CMCSA COMCAST CORP CLASS A 0.3%
Value ($000) $828 Shares 12,473 Est. Cost $16.31 Unrealized +63.1%
PNC PNC FINL SVCS GROUP INC COM 0.3%
Value ($000) $818 Shares 9,079 Est. Cost $58.82 Unrealized +7.6%
CL COLGATE PALMOLIVE CO COM 0.2%
Value ($000) $805 Shares 10,861 Est. Cost $45.60 Unrealized +30.2%
GOOGL ALPHABET INC 0.2%
Value ($000) $793 Shares 987 Est. Cost $36.71 Unrealized +5.7%
JPM J P MORGAN CHASE & CO 0.2%
Value ($000) $768 Shares 11,539 Est. Cost $37.32 Unrealized +36.3%
ABT ABBOTT LABS COM 0.2%
Value ($000) $741 Shares 17,524 Est. Cost $29.47 Unrealized +22.6%
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $731 Shares 46,687 Est. Cost $10.07 Unrealized +19.8%
HPE HEWLETT PACKARD ENTERPRISE CO 0.2%
Value ($000) $730 Shares 32,098 Est. Cost $6.50 Unrealized +45.2%
TE CONNECTIVITY LTD 0.2%
Value ($000) $698 Shares 10,842 Est. Cost $45.54 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $663 Shares 853 Est. Cost $35.61 Unrealized +5.8%
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $632 Shares 14,279 Est. Cost $31.01 Unrealized +18.8%
KO COCA COLA CO COM 0.2%
Value ($000) $627 Shares 14,830 Est. Cost $27.87 Unrealized +16.8%
SPECTRA ENERGY COM 0.2%
Value ($000) $609 Shares 14,259 Est. Cost $35.36 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $593 Shares 4,952 Est. Cost $51.15 Unrealized +81.5%
NUVEEN SELECT TAX-FREE INCOME PORTFOLIO 0.2%
Value ($000) $575 Shares 37,550 Est. Cost $13.40 Unrealized
DOW CHEM CO COM 0.2%
Value ($000) $547 Shares 10,548 Est. Cost $50.90 Unrealized
D DOMINION RESOURCES INC VA NEW 0.2%
Value ($000) $536 Shares 7,206 Est. Cost $34.57 Unrealized +46.4%
MDLZ MONDELEZ INTERNATIONAL INC 0.2%
Value ($000) $535 Shares 12,177 Est. Cost $23.99 Unrealized +46.8%
ZBH ZIMMER BIOMET HOLDINGS INC 0.2%
Value ($000) $513 Shares 3,942 Est. Cost $68.12 Unrealized +68.0%
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.2%
Value ($000) $511 Shares 10,999 Est. Cost $33.21 Unrealized 0.0%
XEL XCEL ENERGY INC COM 0.2%
Value ($000) $507 Shares 12,329 Est. Cost $19.82 Unrealized +61.4%
MCK MCKESSON CORP USD 0.2%
Value ($000) $505 Shares 3,030 Est. Cost $186.09 Unrealized -7.0%
IVE I SHARES S & P 500 VALUE ETF 0.2%
Value ($000) $501 Shares 5,278 Est. Cost $78.66 Unrealized
AMGN AMGEN INC COM 0.2%
Value ($000) $500 Shares 3,000 Est. Cost $73.34 Unrealized +74.1%
HPQ H P INC 0.2%
Value ($000) $498 Shares 32,098 Est. Cost $9.12 Unrealized +14.8%
ADP AUTOMATIC DATA PROCESSING INCOM 0.2%
Value ($000) $490 Shares 5,565 Est. Cost $45.09 Unrealized +64.3%
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.1%
Value ($000) $476 Shares 11,386 Est. Cost $21.73 Unrealized +46.6%
SSO PROSHARES ULTRA S & P 500 EFT 0.1%
Value ($000) $465 Shares 6,550 Est. Cost $73.78 Unrealized
LLY LILLY ELI & CO COM 0.1%
Value ($000) $452 Shares 5,631 Est. Cost $42.39 Unrealized +61.8%
BRK/A BERKSHIRE HATHAWAY INC. DELWARE CL 0.1%
Value ($000) $432 Shares 2 Est. Cost $165023.42 Unrealized +32.9%
SO SOUTHERN CO COM 0.1%
Value ($000) $409 Shares 7,963 Est. Cost $27.32 Unrealized +30.3%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $377 Shares 4,208 Est. Cost $47.82 Unrealized +21.4%
EXC EXELON CORP 0.1%
Value ($000) $370 Shares 11,124 Est. Cost $15.75 Unrealized +14.8%
REYNOLDS AMERICAN INC 0.1%
Value ($000) $368 Shares 7,810 Est. Cost $54.29 Unrealized
EFA I SHARES MSCI EAFE ETF 0.1%
Value ($000) $353 Shares 5,978 Est. Cost $60.52 Unrealized
CCL CARNIVAL CORPORATION PAIRED 0.1%
Value ($000) $349 Shares 7,138 Est. Cost $27.66 Unrealized +48.4%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $337 Shares 8,444 Est. Cost $21.30 Unrealized +46.9%
GIS GENERAL MLS INC COM 0.1%
Value ($000) $330 Shares 5,160 Est. Cost $33.43 Unrealized +49.6%
PPG PPG INDS INC COM 0.1%
Value ($000) $314 Shares 3,038 Est. Cost $76.71 Unrealized +15.1%
FIRST TRUST VALUE LINE 100 0.1%
Value ($000) $305 Shares 14,715 Est. Cost $15.24 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $299 Shares 4,142 Est. Cost $41.56 Unrealized +57.4%
IWR I SHARES RUSSELL MID-CAP ETF 0.1%
Value ($000) $285 Shares 1,634 Est. Cost $139.19 Unrealized
IEFA I SHARES MSCI EAFE CORE 0.1%
Value ($000) $281 Shares 5,100 Est. Cost $60.62 Unrealized
EXPRESS SCRIPTS HLDG CO 0.1%
Value ($000) $278 Shares 3,952 Est. Cost $64.39 Unrealized
IJK I SHARES S & P MIDCAP 400 GROWTH ETF 0.1%
Value ($000) $266 Shares 1,525 Est. Cost $145.99 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $264 Shares 4,025 Est. Cost $46.59 Unrealized +13.5%
IJJ I SHARES S & P MID CAP 400 VALUE ETF 0.1%
Value ($000) $259 Shares 1,945 Est. Cost $120.09 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $258 Shares 6,853 Est. Cost $34.52 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $256 Shares 1,775 Est. Cost $142.86 Unrealized +2.4%
UNITED TECHNOLOGIES CORP COM 0.1%
Value ($000) $247 Shares 2,432 Est. Cost $97.51 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $243 Shares 7,645 Est. Cost $18.95 Unrealized +21.7%
FULT FULTON FINL CORP PA COM 0.1%
Value ($000) $241 Shares 16,632 Est. Cost $7.79 Unrealized +25.4%
ORCL ORACLE CORP COM 0.1%
Value ($000) $239 Shares 6,100 Est. Cost $27.58 Unrealized +28.4%
FISV FISERV INC COM 0.1%
Value ($000) $235 Shares 2,360 Est. Cost $43.26 Unrealized +21.2%
DE DEERE & CO COM 0.1%
Value ($000) $209 Shares 2,455 Est. Cost $69.97 Unrealized +0.5%
HSY THE HERSHEY COMPANY COM 0.1%
Value ($000) $202 Shares 2,117 Est. Cost $84.63 Unrealized 0.0%
F FORD MOTOR CO 0.1%
Value ($000) $170 Shares 14,096 Est. Cost $8.15 Unrealized -5.7%
MFC MANULIFE FINANCIAL 0.0%
Value ($000) $145 Shares 10,306 Est. Cost $15.16 Unrealized -10.3%