FIRST NATIONAL BANK & TRUST CO OF NEWTOWN Diversified Active

CIK: 0001339908 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: Apr 27, 2018

Total Value ($000): $362,927 (100.0% shares, 0.0% debt)

Holdings (126)

VTI VANGUARD TOTAL STOCK MARKET ETF 16.7%
Value ($000) $60,431 Shares 445,269 Est. Cost $88.39 Unrealized
VCSH VANGUARD SHORT TERM CORP BD ETF #3145 13.9%
Value ($000) $50,566 Shares 644,730 Est. Cost $79.37 Unrealized
BIV VANGUARD INTERMEDIATE TERM BOND INDEX ETF 8.6%
Value ($000) $31,140 Shares 380,827 Est. Cost $83.69 Unrealized
DVY I SHARES SELECT DIVIDEND ETF 5.1%
Value ($000) $18,606 Shares 195,612 Est. Cost $67.64 Unrealized
TIP I SHRS TIPS BOND ETF 3.1%
Value ($000) $11,355 Shares 100,447 Est. Cost $112.25 Unrealized
POWERSHARES PREFERRED PORTFOLIO 2.8%
Value ($000) $10,062 Shares 689,163 Est. Cost $14.39 Unrealized
AAPL APPLE INC 2.5%
Value ($000) $8,946 Shares 53,318 Est. Cost $18.31 Unrealized +120.7%
HD HOME DEPOT INC COM 2.1%
Value ($000) $7,604 Shares 42,660 Est. Cost $56.05 Unrealized +176.0%
JNJ JOHNSON & JOHNSON COM 2.0%
Value ($000) $7,159 Shares 55,868 Est. Cost $60.06 Unrealized +80.4%
PEP PEPSICO INC COM 2.0%
Value ($000) $7,092 Shares 64,972 Est. Cost $56.50 Unrealized +58.0%
MSFT MICROSOFT CORP COM 1.9%
Value ($000) $7,053 Shares 77,279 Est. Cost $26.78 Unrealized +214.9%
XOM EXXON MOBIL CORP COM 1.6%
Value ($000) $5,981 Shares 80,166 Est. Cost $53.69 Unrealized +3.8%
POWERSHARES WATER RES PORTFOLIO 1.6%
Value ($000) $5,844 Shares 191,864 Est. Cost $22.16 Unrealized
MMM 3M CO COMMON 1.5%
Value ($000) $5,473 Shares 24,931 Est. Cost $61.26 Unrealized +145.1%
AQUA AMER INC 1.4%
Value ($000) $5,102 Shares 149,824 Est. Cost $30.01 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.4%
Value ($000) $4,972 Shares 104,003 Est. Cost $27.03 Unrealized +22.2%
HON HONEYWELL INTL INC COM 1.3%
Value ($000) $4,693 Shares 32,477 Est. Cost $56.80 Unrealized +106.8%
PG PROCTER AND GAMBLE CO COM 1.2%
Value ($000) $4,272 Shares 53,887 Est. Cost $55.00 Unrealized +23.4%
CVX CHEVRON CORPORATION 1.2%
Value ($000) $4,238 Shares 37,161 Est. Cost $70.03 Unrealized +21.4%
KMB KIMBERLY CLARK CORP COM 1.0%
Value ($000) $3,566 Shares 32,383 Est. Cost $64.80 Unrealized +33.0%
INTC INTEL CORP COM 0.9%
Value ($000) $3,444 Shares 66,128 Est. Cost $17.25 Unrealized +132.2%
DOWDUPONT INC 0.9%
Value ($000) $3,211 Shares 50,402 Est. Cost $69.12 Unrealized
T A T & T INC 0.9%
Value ($000) $3,160 Shares 88,658 Est. Cost $11.47 Unrealized +37.9%
PFE PFIZER INC COM 0.8%
Value ($000) $3,002 Shares 84,599 Est. Cost $16.62 Unrealized +45.8%
TGT TARGET CORP 0.8%
Value ($000) $2,923 Shares 42,095 Est. Cost $48.29 Unrealized +21.1%
MRK MERCK & CO INC NEW 0.7%
Value ($000) $2,689 Shares 49,369 Est. Cost $30.52 Unrealized +38.4%
GENERAL ELECTRIC CO COM 0.7%
Value ($000) $2,677 Shares 198,639 Est. Cost $23.18 Unrealized
MCD MCDONALDS CORP COM 0.7%
Value ($000) $2,672 Shares 17,084 Est. Cost $76.75 Unrealized +78.0%
BMY BRISTOL MYERS SQUIBB CO COM 0.7%
Value ($000) $2,546 Shares 40,251 Est. Cost $28.94 Unrealized +66.2%
BAX BAXTER INTL INC COM 0.6%
Value ($000) $2,236 Shares 34,385 Est. Cost $30.80 Unrealized +91.3%
IBM INTERNATIONAL BUSINESS MACHSCOM 0.5%
Value ($000) $1,965 Shares 12,806 Est. Cost $116.53 Unrealized -7.9%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.5%
Value ($000) $1,885 Shares 18,767 Est. Cost $65.95 Unrealized +53.1%
VNQ VANGUARD REIT INDEX #0986 0.5%
Value ($000) $1,885 Shares 24,981 Est. Cost $74.94 Unrealized
PM PHILLIP MORRIS INTERNATIONALINC 0.5%
Value ($000) $1,869 Shares 18,807 Est. Cost $49.48 Unrealized +38.8%
GLW CORNING INC COM 0.5%
Value ($000) $1,808 Shares 64,856 Est. Cost $10.76 Unrealized +130.5%
MOO VANECK VEC AGRIBUSINESS ETF 0.5%
Value ($000) $1,785 Shares 28,867 Est. Cost $49.95 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $1,678 Shares 17,734 Est. Cost $29.35 Unrealized +167.5%
EMR EMERSON ELEC CO COM 0.4%
Value ($000) $1,623 Shares 23,766 Est. Cost $40.52 Unrealized +45.6%
CAT CATERPILLAR INC DEL COM 0.4%
Value ($000) $1,615 Shares 10,956 Est. Cost $62.08 Unrealized +114.4%
IVW ISHARES S & P GROWTH ETF 0.4%
Value ($000) $1,605 Shares 10,353 Est. Cost $99.55 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.4%
Value ($000) $1,563 Shares 4,623 Est. Cost $143.95 Unrealized +91.3%
ITOT I SHARES CORE S & P TOTAL U S STOCK MARKET 0.4%
Value ($000) $1,533 Shares 25,360 Est. Cost $56.72 Unrealized
COP CONOCOPHILLIPS COM 0.4%
Value ($000) $1,508 Shares 25,439 Est. Cost $39.96 Unrealized +9.5%
MO ALTRIA GROUP INC COM 0.4%
Value ($000) $1,393 Shares 22,352 Est. Cost $18.71 Unrealized +95.5%
JPM J P MORGAN CHASE & CO 0.4%
Value ($000) $1,388 Shares 12,624 Est. Cost $41.13 Unrealized +122.3%
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $1,385 Shares 46,201 Est. Cost $10.07 Unrealized +158.8%
BLACKROCK SBI 0.4%
Value ($000) $1,375 Shares 104,937 Est. Cost $13.22 Unrealized
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $1,321 Shares 17,052 Est. Cost $44.96 Unrealized +24.7%
PNC PNC FINL SVCS GROUP INC COM 0.4%
Value ($000) $1,290 Shares 8,524 Est. Cost $59.37 Unrealized +99.1%
NUVEEN CREDIT STRATEGIES INCOME FUND 0.3%
Value ($000) $1,259 Shares 158,553 Est. Cost $9.99 Unrealized
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $1,239 Shares 7,584 Est. Cost $15.09 Unrealized +110.1%
MDT MEDTRONIC PLC 0.3%
Value ($000) $1,210 Shares 15,076 Est. Cost $58.10 Unrealized +15.9%
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.3%
Value ($000) $1,192 Shares 26,935 Est. Cost $43.46 Unrealized
PSX PHILLIPS 66 0.3%
Value ($000) $1,189 Shares 12,399 Est. Cost $40.44 Unrealized +76.7%
SLB SCHLUMBERGER LTD COM 0.3%
Value ($000) $1,171 Shares 18,083 Est. Cost $53.13 Unrealized +4.9%
GOOGL ALPHABET INC 0.3%
Value ($000) $1,122 Shares 1,081 Est. Cost $37.70 Unrealized +45.9%
YUM YUM BRANDS INC 0.3%
Value ($000) $1,112 Shares 13,072 Est. Cost $40.05 Unrealized +77.3%
WMT WALMART INC COM 0.3%
Value ($000) $1,089 Shares 12,247 Est. Cost $19.99 Unrealized +41.8%
TE CONNECTIVITY LTD 0.3%
Value ($000) $1,080 Shares 10,820 Est. Cost $45.54 Unrealized
ABT ABBOTT LABS COM 0.3%
Value ($000) $1,011 Shares 16,870 Est. Cost $29.76 Unrealized +76.7%
GOOG ALPHABET INC 0.2%
Value ($000) $818 Shares 793 Est. Cost $36.05 Unrealized +52.0%
CMCSA COMCAST CORP CLASS A 0.2%
Value ($000) $775 Shares 22,662 Est. Cost $23.31 Unrealized +36.4%
IVE I SHARES S & P 500 VALUE ETF 0.2%
Value ($000) $769 Shares 7,030 Est. Cost $93.82 Unrealized
IEFA I SHARES MSCI EAFE CORE 0.2%
Value ($000) $720 Shares 10,930 Est. Cost $63.61 Unrealized
HPQ H P INC 0.2%
Value ($000) $683 Shares 31,195 Est. Cost $9.12 Unrealized +90.2%
CL COLGATE PALMOLIVE CO COM 0.2%
Value ($000) $677 Shares 9,441 Est. Cost $45.60 Unrealized +31.0%
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $648 Shares 12,371 Est. Cost $31.10 Unrealized +53.4%
KO COCA COLA CO COM 0.2%
Value ($000) $635 Shares 14,604 Est. Cost $27.87 Unrealized +25.8%
PPL PPL CORP COMMON 0.2%
Value ($000) $628 Shares 22,191 Est. Cost $17.54 Unrealized +19.0%
BRK/A BERKSHIRE HATHAWAY INC. DELWARE CL 0.2%
Value ($000) $598 Shares 2 Est. Cost $165023.42 Unrealized +86.8%
ADP AUTOMATIC DATA PROCESSING INCOM 0.2%
Value ($000) $575 Shares 5,065 Est. Cost $45.09 Unrealized +118.7%
YUMC YUM CHINA HOLDINGS INC 0.2%
Value ($000) $568 Shares 13,707 Est. Cost $27.44 Unrealized +56.7%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $553 Shares 3,532 Est. Cost $51.15 Unrealized +167.5%
FRBA FIRST BK WILLIAMSTOWN NEW USD 0.01 0.2%
Value ($000) $545 Shares 37,877 Est. Cost $11.81 Unrealized +5.6%
HPE HEWLETT PACKARD ENTERPRISE CO 0.1%
Value ($000) $542 Shares 30,928 Est. Cost $6.50 Unrealized +104.3%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $541 Shares 12,965 Est. Cost $24.68 Unrealized +45.3%
SSO PROSHARES ULTRA S & P 500 EFT 0.1%
Value ($000) $535 Shares 5,070 Est. Cost $73.78 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $512 Shares 13,120 Est. Cost $16.21 Unrealized +26.6%
AMGN AMGEN INC COM 0.1%
Value ($000) $512 Shares 3,000 Est. Cost $73.34 Unrealized +96.9%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $503 Shares 11,053 Est. Cost $19.82 Unrealized +76.4%
NUVEEN SELECT TAX-FREE INCOME PORTFOLIO 0.1%
Value ($000) $488 Shares 34,800 Est. Cost $13.40 Unrealized
CCL CARNIVAL CORPORATION PAIRED 0.1%
Value ($000) $478 Shares 7,283 Est. Cost $28.35 Unrealized +121.4%
D DOMINION RESOURCES INC VA NEW 0.1%
Value ($000) $475 Shares 7,051 Est. Cost $34.57 Unrealized +50.2%
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.1%
Value ($000) $454 Shares 9,036 Est. Cost $21.90 Unrealized +71.5%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $434 Shares 10,105 Est. Cost $21.89 Unrealized +52.8%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $430 Shares 9,148 Est. Cost $36.90 Unrealized
PPG PPG INDS INC COM 0.1%
Value ($000) $428 Shares 3,833 Est. Cost $82.54 Unrealized +20.6%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $428 Shares 3,926 Est. Cost $68.77 Unrealized +58.3%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $426 Shares 8,259 Est. Cost $21.30 Unrealized +110.0%
ENB ENBRIDGE INC 0.1%
Value ($000) $420 Shares 13,378 Est. Cost $24.73 Unrealized -13.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $413 Shares 2,070 Est. Cost $158.89 Unrealized +29.2%
BA BOEING CO COM 0.1%
Value ($000) $408 Shares 1,245 Est. Cost $158.76 Unrealized +103.4%
EFA I SHARES MSCI EAFE ETF 0.1%
Value ($000) $408 Shares 5,852 Est. Cost $60.68 Unrealized
MCK MCKESSON CORP USD 0.1%
Value ($000) $389 Shares 2,763 Est. Cost $186.09 Unrealized -21.3%
SHIRE PLC ADR 0.1%
Value ($000) $376 Shares 2,520 Est. Cost $193.90 Unrealized
LLY LILLY ELI & CO COM 0.1%
Value ($000) $376 Shares 4,861 Est. Cost $42.39 Unrealized +69.2%
IJK I SHARES S & P MIDCAP 400 GROWTH ETF 0.1%
Value ($000) $364 Shares 1,665 Est. Cost $159.79 Unrealized
DE DEERE & CO COM 0.1%
Value ($000) $346 Shares 2,230 Est. Cost $71.41 Unrealized +101.6%
ORCL ORACLE CORP COM 0.1%
Value ($000) $346 Shares 7,550 Est. Cost $30.37 Unrealized +45.7%
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.1%
Value ($000) $336 Shares 9,539 Est. Cost $33.21 Unrealized -4.3%
IJJ I SHARES S & P MID CAP 400 VALUE ETF 0.1%
Value ($000) $331 Shares 2,145 Est. Cost $128.44 Unrealized
SO SOUTHERN CO COM 0.1%
Value ($000) $320 Shares 7,169 Est. Cost $28.01 Unrealized +14.8%
IEMG I SHARES CORE MSCI EMERGING MICB 0.1%
Value ($000) $308 Shares 5,280 Est. Cost $56.82 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $307 Shares 3,845 Est. Cost $46.59 Unrealized +50.8%
FISV FISERV INC COM 0.1%
Value ($000) $305 Shares 4,280 Est. Cost $56.79 Unrealized +23.8%
LOW LOWES COS INC COM 0.1%
Value ($000) $299 Shares 3,412 Est. Cost $41.56 Unrealized +97.1%
FIRST TRUST VALUE LINE 100 0.1%
Value ($000) $297 Shares 12,730 Est. Cost $15.24 Unrealized
FULT FULTON FINL CORP PA COM 0.1%
Value ($000) $295 Shares 16,632 Est. Cost $7.79 Unrealized +71.4%
IWR I SHARES RUSSELL MID-CAP ETF 0.1%
Value ($000) $287 Shares 1,388 Est. Cost $139.19 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $282 Shares 4,541 Est. Cost $48.42 Unrealized +1.1%
AME AMETEK INC NEW COM 0.1%
Value ($000) $262 Shares 3,450 Est. Cost $55.63 Unrealized +29.4%
UNITED TECHNOLOGIES CORP COM 0.1%
Value ($000) $253 Shares 2,007 Est. Cost $101.01 Unrealized
RAYTHEON CO COM NEW 0.1%
Value ($000) $248 Shares 1,150 Est. Cost $186.96 Unrealized
EXPRESS SCRIPTS HLDG CO 0.1%
Value ($000) $246 Shares 3,561 Est. Cost $64.39 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $238 Shares 1,080 Est. Cost $166.44 Unrealized +9.3%
GIS GENERAL MLS INC COM 0.1%
Value ($000) $232 Shares 5,160 Est. Cost $33.43 Unrealized +22.6%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $232 Shares 1,000 Est. Cost $5.81 Unrealized 0.0%
HARRIS CORP DEL 0.1%
Value ($000) $227 Shares 1,410 Est. Cost $141.84 Unrealized
IJT I SHARES S & P SMALL CAP 600 GROWTH INDEX FD 0.1%
Value ($000) $218 Shares 1,253 Est. Cost $169.99 Unrealized
CVS CVS HEALTH CORPORATION 0.1%
Value ($000) $214 Shares 3,428 Est. Cost $55.85 Unrealized 0.0%
DXC DXC TECHNOLOGY CO. 0.1%
Value ($000) $213 Shares 2,122 Est. Cost $62.87 Unrealized +32.7%
IJR I SHARES CORE S & P SMALL CAP ETF 0.1%
Value ($000) $205 Shares 2,660 Est. Cost $76.69 Unrealized
IJS I SHARES S & P SMALL CAP 600 VALUE FUND 0.1%
Value ($000) $204 Shares 1,350 Est. Cost $153.33 Unrealized
MFC MANULIFE FINANCIAL 0.1%
Value ($000) $202 Shares 10,892 Est. Cost $15.33 Unrealized +30.5%
F FORD MOTOR CO 0.0%
Value ($000) $160 Shares 14,396 Est. Cost $8.13 Unrealized -8.0%
NUVEEN MUNICIPAL VALUE FUND 0.0%
Value ($000) $119 Shares 12,591 Est. Cost $9.45 Unrealized