FIRST NATIONAL BANK & TRUST CO OF NEWTOWN Diversified Active

CIK: 0001339908 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: Apr 14, 2017

Total Value ($000): $338,445 (100.0% shares, 0.0% debt)

Holdings (116)

VTI VANGUARD TOTAL STOCK MARKET ETF 15.2%
Value ($000) $51,381 Shares 423,510 Est. Cost $86.36 Unrealized
VCSH VANGUARD SHORT TERM CORP BD ETF #3145 14.6%
Value ($000) $49,366 Shares 619,091 Est. Cost $79.36 Unrealized
BIV VANGUARD INTERMEDIATE TERM BOND INDEX ETF 8.9%
Value ($000) $30,197 Shares 361,161 Est. Cost $83.71 Unrealized
DVY I SHARES SELECT DIVIDEND ETF 5.1%
Value ($000) $17,158 Shares 188,350 Est. Cost $66.70 Unrealized
TIP I SHRS TIPS BOND ETF 3.2%
Value ($000) $10,820 Shares 94,371 Est. Cost $112.17 Unrealized
POWERSHARES PREFERRED PORTFOLIO 2.8%
Value ($000) $9,414 Shares 635,169 Est. Cost $14.35 Unrealized
AAPL APPLE INC 2.3%
Value ($000) $7,814 Shares 54,394 Est. Cost $18.31 Unrealized +66.2%
PEP PEPSICO INC COM 2.1%
Value ($000) $7,165 Shares 64,049 Est. Cost $56.00 Unrealized +46.3%
JNJ JOHNSON & JOHNSON COM 2.1%
Value ($000) $6,949 Shares 55,799 Est. Cost $60.06 Unrealized +55.5%
HD HOME DEPOT INC COM 2.0%
Value ($000) $6,657 Shares 45,339 Est. Cost $56.05 Unrealized +104.0%
XOM EXXON MOBIL CORP COM 2.0%
Value ($000) $6,618 Shares 80,689 Est. Cost $53.69 Unrealized +4.5%
GENERAL ELECTRIC CO COM 1.9%
Value ($000) $6,300 Shares 211,484 Est. Cost $23.18 Unrealized
MSFT MICROSOFT CORP COM 1.6%
Value ($000) $5,342 Shares 81,114 Est. Cost $26.78 Unrealized +116.0%
VZ VERIZON COMMUNICATIONS INC 1.5%
Value ($000) $5,171 Shares 106,069 Est. Cost $27.03 Unrealized +16.3%
AQUA AMER INC 1.5%
Value ($000) $4,955 Shares 154,161 Est. Cost $30.01 Unrealized
POWERSHARES WATER RES PORTFOLIO 1.5%
Value ($000) $4,917 Shares 188,981 Est. Cost $22.06 Unrealized
MMM 3M CO COMMON 1.4%
Value ($000) $4,905 Shares 25,633 Est. Cost $61.26 Unrealized +85.5%
PG PROCTER AND GAMBLE CO COM 1.4%
Value ($000) $4,862 Shares 54,112 Est. Cost $55.00 Unrealized +27.3%
KMB KIMBERLY CLARK CORP COM 1.2%
Value ($000) $4,161 Shares 31,617 Est. Cost $63.91 Unrealized +44.9%
CVX CHEVRON CORPORATION 1.2%
Value ($000) $4,138 Shares 38,547 Est. Cost $70.03 Unrealized +9.6%
HON HONEYWELL INTL INC COM 1.2%
Value ($000) $3,947 Shares 31,605 Est. Cost $54.60 Unrealized +68.4%
T A T & T INC 1.1%
Value ($000) $3,814 Shares 91,812 Est. Cost $11.47 Unrealized +45.9%
MRK MERCK & CO INC NEW 0.9%
Value ($000) $3,143 Shares 49,452 Est. Cost $30.52 Unrealized +50.9%
PFE PFIZER INC COM 0.9%
Value ($000) $3,112 Shares 90,988 Est. Cost $16.62 Unrealized +28.8%
TGT TARGET CORP 0.7%
Value ($000) $2,503 Shares 45,365 Est. Cost $48.29 Unrealized -0.6%
INTC INTEL CORP COM 0.7%
Value ($000) $2,444 Shares 67,773 Est. Cost $17.25 Unrealized +72.0%
BMY BRISTOL MYERS SQUIBB CO COM 0.7%
Value ($000) $2,324 Shares 42,736 Est. Cost $28.94 Unrealized +38.0%
DU PONT E I DE NEMOURS & CO COM 0.7%
Value ($000) $2,307 Shares 28,717 Est. Cost $55.79 Unrealized
DIS DISNEY (WALT) COMPANY HOLDING CO 0.6%
Value ($000) $2,132 Shares 18,802 Est. Cost $65.32 Unrealized +57.7%
MCD MCDONALDS CORP COM 0.6%
Value ($000) $2,129 Shares 16,424 Est. Cost $73.45 Unrealized +38.5%
IBM INTERNATIONAL BUSINESS MACHSCOM 0.6%
Value ($000) $2,125 Shares 12,206 Est. Cost $117.20 Unrealized -2.4%
PM PHILLIP MORRIS INTERNATIONALINC 0.6%
Value ($000) $2,103 Shares 18,622 Est. Cost $49.48 Unrealized +32.6%
VNQ VANGUARD REIT INDEX #0986 0.6%
Value ($000) $1,973 Shares 23,884 Est. Cost $74.18 Unrealized
BAX BAXTER INTL INC COM 0.5%
Value ($000) $1,824 Shares 35,175 Est. Cost $30.80 Unrealized +37.6%
GLW CORNING INC COM 0.5%
Value ($000) $1,777 Shares 65,806 Est. Cost $10.76 Unrealized +94.9%
MOO VANECK VEC AGRIBUSINESS ETF 0.5%
Value ($000) $1,586 Shares 29,669 Est. Cost $49.95 Unrealized
MO ALTRIA GROUP INC COM 0.5%
Value ($000) $1,574 Shares 22,033 Est. Cost $18.46 Unrealized +108.9%
SLB SCHLUMBERGER LTD COM 0.4%
Value ($000) $1,432 Shares 18,338 Est. Cost $53.13 Unrealized +19.2%
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $1,422 Shares 17,335 Est. Cost $44.96 Unrealized +23.0%
COP CONOCOPHILLIPS COM 0.4%
Value ($000) $1,410 Shares 28,283 Est. Cost $39.96 Unrealized -8.5%
NUVEEN CREDIT STRATEGIES INCOME FUND 0.4%
Value ($000) $1,392 Shares 160,253 Est. Cost $9.99 Unrealized
BLACKROCK SBI 0.4%
Value ($000) $1,356 Shares 101,589 Est. Cost $13.19 Unrealized
EMR EMERSON ELEC CO COM 0.4%
Value ($000) $1,290 Shares 21,551 Est. Cost $39.37 Unrealized +21.8%
LMT LOCKHEED MARTIN CORP COM 0.4%
Value ($000) $1,226 Shares 4,583 Est. Cost $142.81 Unrealized +44.8%
MDT MEDTRONIC PLC 0.4%
Value ($000) $1,217 Shares 15,107 Est. Cost $58.10 Unrealized +7.4%
ABBV ABBVIE INC 0.4%
Value ($000) $1,190 Shares 18,269 Est. Cost $27.56 Unrealized +57.8%
IVW ISHARES S & P GROWTH ETF 0.3%
Value ($000) $1,177 Shares 8,948 Est. Cost $86.40 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.3%
Value ($000) $1,110 Shares 9,234 Est. Cost $59.37 Unrealized +53.8%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $1,109 Shares 47,021 Est. Cost $10.07 Unrealized +92.5%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $1,056 Shares 8,229 Est. Cost $15.09 Unrealized +66.7%
JPM J P MORGAN CHASE & CO 0.3%
Value ($000) $1,027 Shares 11,701 Est. Cost $37.89 Unrealized +83.9%
CAT CATERPILLAR INC DEL COM 0.3%
Value ($000) $1,000 Shares 10,781 Est. Cost $60.75 Unrealized +27.9%
PSX PHILLIPS 66 0.3%
Value ($000) $986 Shares 12,449 Est. Cost $40.44 Unrealized +41.6%
GOOGL ALPHABET INC 0.3%
Value ($000) $889 Shares 1,049 Est. Cost $36.95 Unrealized +12.9%
WMT WAL-MART STORES INC COM 0.3%
Value ($000) $884 Shares 12,267 Est. Cost $19.99 Unrealized -1.0%
CMCSA COMCAST CORP CLASS A 0.3%
Value ($000) $852 Shares 22,670 Est. Cost $23.22 Unrealized +28.8%
PPL PPL CORP COMMON 0.2%
Value ($000) $826 Shares 22,091 Est. Cost $16.61 Unrealized +44.7%
SHIRE PLC ADR 0.2%
Value ($000) $813 Shares 4,663 Est. Cost $193.90 Unrealized
TE CONNECTIVITY LTD 0.2%
Value ($000) $811 Shares 10,870 Est. Cost $45.54 Unrealized
YUM YUM BRANDS INC 0.2%
Value ($000) $810 Shares 12,667 Est. Cost $38.97 Unrealized +42.5%
ABT ABBOTT LABS COM 0.2%
Value ($000) $809 Shares 18,220 Est. Cost $29.76 Unrealized +24.1%
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $803 Shares 14,443 Est. Cost $31.10 Unrealized +42.6%
CL COLGATE PALMOLIVE CO COM 0.2%
Value ($000) $790 Shares 10,791 Est. Cost $45.60 Unrealized +24.7%
HPE HEWLETT PACKARD ENTERPRISE CO 0.2%
Value ($000) $756 Shares 31,911 Est. Cost $6.50 Unrealized +58.9%
DOW CHEM CO COM 0.2%
Value ($000) $747 Shares 11,753 Est. Cost $51.68 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $666 Shares 803 Est. Cost $35.61 Unrealized +14.3%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $632 Shares 4,767 Est. Cost $51.15 Unrealized +104.4%
KO COCA COLA CO COM 0.2%
Value ($000) $620 Shares 14,604 Est. Cost $27.87 Unrealized +13.1%
ENB ENBRIDGE INC 0.2%
Value ($000) $580 Shares 13,877 Est. Cost $24.73 Unrealized 0.0%
HPQ H P INC 0.2%
Value ($000) $575 Shares 32,178 Est. Cost $9.12 Unrealized +32.6%
D DOMINION RESOURCES INC VA NEW 0.2%
Value ($000) $563 Shares 7,256 Est. Cost $34.57 Unrealized +48.2%
SSO PROSHARES ULTRA S & P 500 EFT 0.2%
Value ($000) $556 Shares 6,550 Est. Cost $73.78 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.2%
Value ($000) $555 Shares 12,892 Est. Cost $24.68 Unrealized +45.4%
XEL XCEL ENERGY INC COM 0.2%
Value ($000) $548 Shares 12,329 Est. Cost $19.82 Unrealized +62.6%
IVE I SHARES S & P 500 VALUE ETF 0.2%
Value ($000) $521 Shares 5,008 Est. Cost $78.66 Unrealized
ADP AUTOMATIC DATA PROCESSING INCOM 0.2%
Value ($000) $518 Shares 5,065 Est. Cost $45.09 Unrealized +87.2%
BRK/A BERKSHIRE HATHAWAY INC. DELWARE CL 0.1%
Value ($000) $500 Shares 2 Est. Cost $165023.42 Unrealized +52.0%
AMGN AMGEN INC COM 0.1%
Value ($000) $492 Shares 3,000 Est. Cost $73.34 Unrealized +73.4%
NUVEEN SELECT TAX-FREE INCOME PORTFOLIO 0.1%
Value ($000) $488 Shares 34,800 Est. Cost $13.40 Unrealized
ITOT I SHARES CORE S & P TOTAL U S STOCK MARKET 0.1%
Value ($000) $487 Shares 9,020 Est. Cost $51.75 Unrealized
REYNOLDS AMERICAN INC 0.1%
Value ($000) $484 Shares 7,680 Est. Cost $54.29 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $474 Shares 13,170 Est. Cost $16.21 Unrealized +15.4%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $473 Shares 3,876 Est. Cost $68.12 Unrealized +54.7%
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.1%
Value ($000) $464 Shares 11,025 Est. Cost $33.21 Unrealized +3.9%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $457 Shares 5,431 Est. Cost $42.39 Unrealized +64.0%
CCL CARNIVAL CORPORATION PAIRED 0.1%
Value ($000) $433 Shares 7,363 Est. Cost $28.35 Unrealized +77.5%
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.1%
Value ($000) $423 Shares 9,536 Est. Cost $21.73 Unrealized +49.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $414 Shares 2,485 Est. Cost $146.89 Unrealized +13.9%
MCK MCKESSON CORP USD 0.1%
Value ($000) $410 Shares 2,763 Est. Cost $186.09 Unrealized -26.6%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $404 Shares 4,446 Est. Cost $48.35 Unrealized +23.9%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $399 Shares 8,444 Est. Cost $21.30 Unrealized +73.5%
EFA I SHARES MSCI EAFE ETF 0.1%
Value ($000) $372 Shares 5,978 Est. Cost $60.52 Unrealized
SO SOUTHERN CO COM 0.1%
Value ($000) $357 Shares 7,169 Est. Cost $28.01 Unrealized +21.9%
YUMC YUM CHINA HOLDINGS INC 0.1%
Value ($000) $355 Shares 13,067 Est. Cost $26.68 Unrealized +0.2%
PPG PPG INDS INC COM 0.1%
Value ($000) $338 Shares 3,218 Est. Cost $77.22 Unrealized +11.2%
LOW LOWES COS INC COM 0.1%
Value ($000) $330 Shares 4,012 Est. Cost $41.56 Unrealized +56.4%
FIRST TRUST VALUE LINE 100 0.1%
Value ($000) $304 Shares 14,040 Est. Cost $15.24 Unrealized
GIS GENERAL MLS INC COM 0.1%
Value ($000) $304 Shares 5,160 Est. Cost $33.43 Unrealized +33.5%
FULT FULTON FINL CORP PA COM 0.1%
Value ($000) $297 Shares 16,632 Est. Cost $7.79 Unrealized +67.9%
ETN EATON CORP PLC 0.1%
Value ($000) $293 Shares 3,955 Est. Cost $46.59 Unrealized +26.6%
ORCL ORACLE CORP COM 0.1%
Value ($000) $290 Shares 6,500 Est. Cost $28.13 Unrealized +29.7%
IEFA I SHARES MSCI EAFE CORE 0.1%
Value ($000) $290 Shares 5,005 Est. Cost $60.62 Unrealized
UNITED TECHNOLOGIES CORP COM 0.1%
Value ($000) $287 Shares 2,557 Est. Cost $98.23 Unrealized
IJK I SHARES S & P MIDCAP 400 GROWTH ETF 0.1%
Value ($000) $280 Shares 1,465 Est. Cost $145.99 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $279 Shares 8,245 Est. Cost $19.37 Unrealized +27.7%
DE DEERE & CO COM 0.1%
Value ($000) $278 Shares 2,555 Est. Cost $71.41 Unrealized +32.2%
IJJ I SHARES S & P MID CAP 400 VALUE ETF 0.1%
Value ($000) $277 Shares 1,865 Est. Cost $120.09 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $272 Shares 6,838 Est. Cost $34.52 Unrealized
FISV FISERV INC COM 0.1%
Value ($000) $272 Shares 2,360 Est. Cost $43.26 Unrealized +29.8%
IWR I SHARES RUSSELL MID-CAP ETF 0.1%
Value ($000) $260 Shares 1,390 Est. Cost $139.19 Unrealized
EXPRESS SCRIPTS HLDG CO 0.1%
Value ($000) $259 Shares 3,933 Est. Cost $64.39 Unrealized
HSY THE HERSHEY COMPANY COM 0.1%
Value ($000) $231 Shares 2,117 Est. Cost $84.63 Unrealized +2.6%
BA BOEING CO COM 0.1%
Value ($000) $220 Shares 1,245 Est. Cost $158.76 Unrealized 0.0%
YORW YORK WATER CO 0.1%
Value ($000) $210 Shares 6,000 Est. Cost $28.12 Unrealized +5.5%
MFC MANULIFE FINANCIAL 0.1%
Value ($000) $193 Shares 10,892 Est. Cost $15.33 Unrealized +20.1%
F FORD MOTOR CO 0.0%
Value ($000) $164 Shares 14,096 Est. Cost $8.15 Unrealized -4.5%