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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
61
1
2
1
1
0
20
1
0
FIRST NATIONAL BANK TRUST CO OF NEWTOWN

Time Period2017-12-31

Total Holdings125

Total Value ($x1000)372,520
Activities
New6

Increased35

Unchanged40

Decreased44

Sold Out1

Top 10 Stock Holdingstotal 57.99%
VTI16.35

VCSH13.55

BIV8.41

DVY5.13

TIP3.07

 
PGX2.72

AAPL2.41

HD2.18

PEP2.09

JNJ2.08

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
16.35%
TOTAL STK MKT
VCSH
13.55%
SHRT TRM CORP BD
BIV
8.41%
INTERMED TERM
DVY
5.13%
SELECT DIVID ETF
TIP
3.07%
TIPS BD ETF
PGX
2.72%
AGG PFD PORT
AAPL
2.41%
COM
HD
2.18%
COM
PEP
2.09%
COM
JNJ
2.08%
COM
XOM
1.82%
COM
MSFT
1.8%
COM
WTR
1.59%
COM
MMM
1.58%
COM
PHO
1.56%
WATER RESOURCE
VZ
1.48%
COM
PG
1.33%
COM
HON
1.3%
COM
CVX
1.25%
COM
KMB
1.05%
COM
DWDP
0.95%
COM
GE
0.94%
COM
T
0.93%
COM
PFE
0.84%
COM
INTC
0.83%
COM
MCD
0.79%
COM
MRK
0.75%
COM
TGT
0.74%
COM
BMY
0.67%
COM
BAX
0.6%
COM
VNQ
0.59%
REIT ETF
GLW
0.56%
COM
DIS
0.54%
COM DISNEY
PM
0.53%
COM
IBM
0.53%
COM
MOO
0.48%
AGRIBUSINESS ETF
CAT
0.47%
COM
EMR
0.45%
COM
ABBV
0.44%
COM
MO
0.43%
COM
IVW
0.42%
S&P 500 GRWT ETF
LMT
0.4%
COM
BHK
0.4%
SHS BEN INT
DUK
0.39%
COM NEW
COP
0.38%
COM
BAC
0.37%
COM
JPM
0.36%
COM
JQC
0.35%
COM SHS
PSX
0.34%
COM
PNC
0.33%
COM
MDT
0.33%
SHS
SLB
0.33%
COM
WMT
0.33%
COM
NEE
0.32%
COM
VEA
0.29%
FTSE DEV MKT ETF
GOOGL
0.29%
CAP STK CL A
YUM
0.29%
COM
TEL
0.28%
REG SHS
ITOT
0.26%
CORE S&P TTL STK
ABT
0.26%
COM
CMCSA
0.24%
CL A
IVE
0.22%
S&P 500 VAL ETF
GOOG
0.22%
CAP STK CL C
WFC
0.2%
COM
PPL
0.2%
COM
IEFA
0.19%
CORE MSCI EAFE
CL
0.19%
COM
KO
0.18%
COM
HPQ
0.18%
COM
BRK.A
0.16%
CL A
ADP
0.16%
COM
ITW
0.16%
COM
D
0.16%
COM
XEL
0.15%
COM
SSO
0.15%
PSHS ULT S&P 500
MDLZ
0.15%
CL A
YUMC
0.15%
COM
ENB
0.14%
COM
FRBA
0.14%
COM
AMGN
0.14%
COM
EXC
0.14%
COM
NXP
0.14%
SH BEN INT
CCL
0.13%
PAIRED CTF
ZMH
0.13%
COM
PEG
0.13%
COM
SHPG
0.12%
SPONSORED ADR
LLY
0.12%
COM
HPE
0.12%
COM
VWO
0.12%
FTSE EMR MKT ETF
BK
0.12%
COM
MCK
0.12%
COM
EFA
0.11%
MSCI EAFE ETF
DE
0.11%
COM
JCI
0.1%
SHS
BA
0.1%
COM
IJK
0.1%
S&P MC 400GR ETF
KHC
0.09%
COM
SO
0.09%
COM
IJJ
0.09%
S&P MC 400VL ETF
PPG
0.09%
COM
BRK.B
0.09%
CL B NEW
LOW
0.09%
COM
CSCO
0.09%
COM
ORCL
0.08%
COM
GIS
0.08%
COM
ETN
0.08%
SHS
IEMG
0.08%
CORE MSCI EMKT
FVL
0.08%
COM SHS
FULT
0.08%
COM
IWR
0.08%
RUS MID-CAP ETF
FISV
0.08%
COM
ESRX
0.07%
COM
AME
0.07%
COM
DXC
0.07%
COM
HSY
0.06%
COM
UTX
0.06%
COM
MFC
0.06%
COM
GD
0.06%
COM
RTN
0.06%
COM NEW
IJT
0.06%
SP SMCP600GR ETF
IJS
0.06%
SP SMCP600VL ETF
IJR
0.05%
CORE S&P SCP ETF
YORW
0.05%
COM
HRS
0.05%
COM
F
0.05%
COM PAR $0.01
BTI
0.06%
SPONSORED ADR