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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
62
2
2
1
2
0
20
1
0
FIRST NATIONAL BANK TRUST CO OF NEWTOWN

Time Period2018-06-30

Total Holdings127

Total Value ($x1000)365,144
Activities
New4

Increased9

Unchanged58

Decreased56

Sold Out3

Top 10 Stock Holdingstotal 59.07%
VTI17.01

VCSH13.65

BIV8.42

DVY5.2

TIP3.11

 
PGX2.76

AAPL2.68

HD2.25

MSFT2.06

PEP1.93

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
17.01%
TOTAL STK MKT
VCSH
13.65%
SHRT TRM CORP BD
BIV
8.42%
INTERMED TERM
DVY
5.2%
SELECT DIVID ETF
TIP
3.11%
TIPS BD ETF
PGX
2.76%
PFD ETF
AAPL
2.68%
COM
HD
2.25%
COM
MSFT
2.06%
COM
PEP
1.93%
COM
JNJ
1.85%
COM
XOM
1.81%
COM
PHO
1.56%
WATER RES ETF
WTR
1.43%
COM
VZ
1.41%
COM
MMM
1.33%
COM
CVX
1.28%
COM
HON
1.26%
COM
PG
1.14%
COM
KMB
0.93%
COM
DWDP
0.9%
COM
INTC
0.9%
COM
TGT
0.88%
COM
PFE
0.82%
COM
MRK
0.81%
COM
T
0.79%
COM
GE
0.74%
COM
MCD
0.73%
COM
BAX
0.69%
COM
BMY
0.6%
COM
VNQ
0.6%
REIT ETF
DIS
0.54%
COM DISNEY
IBM
0.49%
COM
GLW
0.49%
COM
MOO
0.48%
AGRIBUSINESS ETF
COP
0.48%
COM
IVW
0.46%
S&P 500 GRWT ETF
ABBV
0.45%
COM
EMR
0.44%
COM
ITOT
0.43%
CORE S&P TTL STK
PM
0.42%
COM
CAT
0.4%
COM
LMT
0.38%
COM
PSX
0.38%
COM
BHK
0.36%
SHS BEN INT
DUK
0.36%
COM NEW
BAC
0.36%
COM
MDT
0.35%
SHS
MO
0.35%
COM
NEE
0.35%
COM
JQC
0.34%
COM SHS
JPM
0.34%
COM
GOOGL
0.33%
CAP STK CL A
SLB
0.33%
COM
VEA
0.32%
FTSE DEV MKT ETF
PNC
0.32%
COM
WMT
0.29%
COM
ABT
0.28%
COM
YUM
0.27%
COM
TEL
0.27%
REG SHS
GOOG
0.24%
CAP STK CL C
IVE
0.21%
S&P 500 VAL ETF
CMCSA
0.2%
CL A
HPQ
0.19%
COM
IEFA
0.19%
CORE MSCI EAFE
WFC
0.19%
COM
ADP
0.19%
COM
KO
0.18%
COM
PPL
0.17%
COM
CL
0.17%
COM
SSO
0.15%
PSHS ULT S&P 500
BRK.A
0.15%
CL A
EXC
0.15%
COM
AMGN
0.15%
COM
MDLZ
0.15%
CL A
FRBA
0.14%
COM
YUMC
0.14%
COM
XEL
0.14%
COM
NXP
0.14%
SH BEN INT
D
0.13%
COM
ENB
0.13%
COM
ITW
0.13%
COM
HPE
0.12%
COM
PEG
0.12%
COM
BK
0.12%
COM
CSCO
0.12%
COM
ZMH
0.12%
COM
SHPG
0.12%
SPONSORED ADR
CCL
0.11%
PAIRED CTF
LLY
0.11%
COM
PPG
0.11%
COM
EFA
0.11%
MSCI EAFE ETF
VWO
0.11%
FTSE EMR MKT ETF
BRK.B
0.11%
CL B NEW
BA
0.11%
COM
IJK
0.1%
S&P MC 400GR ETF
MCK
0.1%
COM
IJJ
0.1%
S&P MC 400VL ETF
SO
0.09%
COM
ORCL
0.09%
COM
LOW
0.09%
COM
JCI
0.09%
SHS
FISV
0.09%
COM
DE
0.08%
COM
IWR
0.08%
RUS MID-CAP ETF
KHC
0.08%
COM
ETN
0.08%
SHS
FVL
0.08%
COM SHS
IEMG
0.08%
CORE MSCI EMKT
ESRX
0.08%
COM
FULT
0.08%
COM
NVDA
0.07%
COM
RTN
0.07%
COM NEW
UTX
0.07%
COM
AME
0.07%
COM
IJT
0.06%
SP SMCP600GR ETF
GIS
0.06%
COM
IJR
0.06%
CORE S&P SCP ETF
AMZN
0.06%
COM
CVS
0.06%
COM
IJS
0.06%
SP SMCP600VL ETF
HRS
0.06%
COM
OKE
0.06%
COM
GD
0.06%
COM
MFC
0.05%
COM
F
0.04%
COM PAR $0.01
NUV
0.03%
COM
PGX
2.77%
AGG PFD PORT
PHO
1.61%
WATER RESOURCE
DXC
0.06%
COM