First National Bank & Trust CO Of Newtown Portfolio Holdings

First National Bank & Trust CO Of Newtown

  • $497 Million
  • Q2 2025

First National Bank & Trust CO Of Newtown has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $497 Million distributed in 229 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $132M, Vanguard Sht Term Corp Bd ETF with a value of $49.3M, Apple Inc. with a value of $28.6M, Vanguard Bd Index Fd Inc Inter with a value of $25.1M, and Ishares Tr with a value of $22.9M.

Examining the 13F form we can see an increase of $23.4M in the current position value, from $474M to 497M.

Below you can find more details about First National Bank & Trust CO Of Newtown portfolio as well as his latest detailed transactions.

Portfolio value $497 Million
ETFs: $303 Million
Technology: $62.3 Million
Consumer Defensive: $22.9 Million
Industrials: $20.8 Million
Healthcare: $19.7 Million
Financial Services: $17.1 Million
Consumer Cyclical: $15.4 Million
Communication Services: $11.5 Million
Other: $23.9 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 229
  • Current Value $497 Million
  • Prior Value $474 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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