FN

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN

13F
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN
Last update 2025-04-30 133 Stocks (5 new)
Value $476.00 Mil Turnover 2 %
Countries:
Top Holdings: VTI(24.88%)VCSH(10.33%)AAPL(6.59%)BIV(5.21%)DVY(4.86%)
Summary Stock Picks Current Portfolio
FIRST NATIONAL BANK & TRUST CO... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI 		Vanguard Total Stock Market ETF
430,606
118,343.2
+0.80%
24.880
+0.20%
0.030
+4.64%
+2.31%
451,427.7
 
VCSH 		Vanguard Short-Term Corporate Bond ETF
622,442
49,135.4
-0.36%
10.330
-0.04%
0.140
+1.21%
+2.65%
34,642.0
 
AAPL 		Apple Inc
141,173
31,358.7
-0.65%
6.590
-0.05%
0.000
-14.37%
-18.16%
3,053,629.6
Hardware
BIV 		Vanguard Intermediate-Term Bond ETF
323,574
24,772.7
+0.07%
5.210
0%
0.110
+0.76%
+3.09%
23,053.3
 
DVY 		iShares Select Dividend ETF
172,227
23,128.2
-0.78%
4.860
-0.04%
0.120
-1.13%
+1.13%
19,424.9
 
IEFA 		iShares Core MSCI EAFE ETF
256,023
19,367.9
+1.85%
4.070
+0.07%
0.020
+6.77%
+18.74%
141,060.9
 
MSFT 		Microsoft Corp
37,714
14,157.0
-0.82%
2.980
-0.03%
0.000
+19.82%
+12.03%
3,496,374.9
Software
TIP 		iShares TIPS Bond ETF
86,365
9,594.2
-2.03%
2.020
-0.04%
0.070
+0.27%
+3.01%
13,641.1
 
HD 		The Home Depot Inc
25,548
9,362.8
-0.56%
1.970
-0.01%
0.000
-1.79%
-4.87%
363,606.4
Retail - Cyclical
PHO 		Invesco Water Resources ETF
115,994
7,483.9
-2.25%
1.570
-0.04%
0.370
+3.63%
+5.63%
2,166.3
 

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN's Historical Top Holdings Breakdowns

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IBDU 		iShares iBonds Dec 2029 Term Corporate ETF2025-03-31New Buy
+0.78%
●
22.61 ($22.93) 23.14
$23.04
0.46%
New holding
159,990
159,990
IBDT 		iShares iBonds Dec 2028 Term Corporate ETF2025-03-31New Buy
+0.26%
●
24.79 ($25.06) 25.26
$25.16
0.38%
New holding
49,640
49,640
VTI 		Vanguard Total Stock Market ETF2025-03-31Add
+0.20%
●
271.18 ($290.53) 303.12
$295.17
1.60%
Add 0.8%
430,606
3,406
IBDS 		iShares iBonds Dec 2027 Term Corporate ETF2025-03-31New Buy
+0.17%
●
23.9 ($24.05) 24.18
$24.10
0.21%
New holding
34,010
34,010
DFUS 		Dimensional U.S. Equity Market ETF2025-03-31Add
+0.16%
●
59.61 ($63.9) 66.74
$65.07
1.83%
Add 17.69%
83,214
12,505
AON 		Aon PLC2025-03-31New Buy
+0.08%
●
348.44 ($383.42) 409.32
$354.79
-7.47%
New holding
1,000
1,000
IEFA 		iShares Core MSCI EAFE ETF2025-03-31Add
+0.07%
●
69.57 ($74.78) 78.65
$83.55
11.72%
Add 1.85%
256,023
4,661
AEP 		American Electric Power Co Inc2025-03-31New Buy
+0.05%
●
90.32 ($101.3) 109.27
$102.19
0.88%
New holding
2,052
2,052
AAPL 		Apple Inc2025-03-31Reduce
-0.05%
●
209.68 ($231.67) 247.1
$204.52
-11.72%
Reduce -0.65%
141,173
-924
IVV 		iShares Core S&P 500 ETF2025-03-31Add
+0.05%
●
554.06 ($590.51) 615.85
$602.54
2.04%
Add 20.78%
2,598
447

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN Total Holding History ($B)

To

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN's Asset Allocation

To

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN's Hypothetical Growth since 2025-03-31

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN's Yearly Returns

Year Portfolio % % Excess Gain %

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN's Holdings Heat Map

Size field:

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN's Holdings Bubble Chart

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN News

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