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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN

Quarter ended Q1 2024 · Filed April 29, 2024 · Accession 0001339908-24-000002

Total Value
$492.9M
Positions
229
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (229)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD TOTAL STOCK MARKET ETF922908769475,335$123.5M25.06%
2VANGUARD SHORT TERM CORP BD ETF #314592206C409588,381$45.5M9.23%
3VANGUARD INTERMEDIATE TERM BOND INDEX ETF921937819324,155$24.4M4.96%
4I SHARES SELECT DIVIDEND ETF464287168177,869$21.9M4.45%
5APPLE INCAAPL117,080$20.1M4.07%
6I SHARES MSCI EAFE CORE46432F842255,536$19.0M3.85%
7MICROSOFT CORP COMMSFT35,166$14.8M3.00%
8HOME DEPOT INC COMHD25,635$9.8M1.99%
9I SHRS TIPS BOND ETF46428717689,168$9.6M1.94%
10INVESCO WATER RESOURCES ETFIVZ128,117$8.5M1.73%
11INVESCO PREFERRED ETFIVZ634,529$7.5M1.53%
12PEPSICO INC COMPEP39,803$7.0M1.41%
13APPLE INCAAPL40,183$6.9M1.40%
14JOHNSON & JOHNSON COMJNJ33,058$5.2M1.06%
15EXXON MOBIL CORP COMXOM44,507$5.2M1.05%
16NVIDIA CORPORATIONNVDA5,674$5.1M1.04%
17PROCTER AND GAMBLE CO COM74271810929,914$4.9M0.98%
18TARGET CORPTGT25,191$4.5M0.91%
19MERCK & CO INC NEWMRK32,511$4.3M0.87%
20VANGUARD SHORT TERM CORP BD ETF #314592206C40954,531$4.2M0.86%
21HONEYWELL INTL INC COM43851610619,748$4.1M0.82%
22ESSENTIAL UTILITIES INC29670G102106,366$3.9M0.80%
23VANGUARD TOTAL STOCK MARKET ETF92290876914,871$3.9M0.78%
24CHEVRON CORPORATIONCVX23,661$3.7M0.76%
25BERKSHIRE HATHAWAY INC. DELWARE CLBRK-A5$3.2M0.64%
26MICROSOFT CORP COMMSFT7,464$3.1M0.64%
27MCDONALDS CORP COMMCD10,922$3.1M0.62%
28VERIZON COMMUNICATIONS INCVZ70,489$3.0M0.60%
29KIMBERLY-CLARK CORP COMKMB20,036$2.6M0.53%
30ALPHABET INC - CLASS AGOOG17,040$2.6M0.52%
31ABBVIE INCABBV13,966$2.5M0.52%
32I SHARES CORE S & P TOTAL U S STOCK MARKET46428715020,745$2.4M0.49%
33ELI LILLY & CO COMLLY2,884$2.2M0.46%
34CATERPILLAR INC COMCAT6,052$2.2M0.45%
35ALPHABET INC - CLASS CGOOG13,400$2.0M0.41%
36I SHARES SELECT DIVIDEND ETF46428716814,462$1.8M0.36%
37NEXTERA ENERGY INC COMNEE-PW27,349$1.7M0.35%
38J P MORGAN CHASE & COVYLD8,621$1.7M0.35%
39EMERSON ELEC CO COMEMR15,085$1.7M0.35%
40DISNEY (WALT) COMPANY HOLDING CO25468710613,803$1.7M0.34%
41DIMENSIONAL US EQUITY ETF TR25434V40128,657$1.6M0.33%
42CONOCOPHILLIPS COMCOP12,796$1.6M0.33%
43VANECK VEC AGRIBUSINESS ETF92189F70021,661$1.6M0.33%
44WALMART INC COMWMT26,601$1.6M0.32%
45VANGUARD REIT INDEX #098692290855318,416$1.6M0.32%
46GENERAL ELECTRIC CO.3696043019,017$1.6M0.32%
47PNC FINL SVCS GROUP INC COM6934751059,497$1.5M0.31%
48BRISTOL MYERS SQUIBB CO COMCELG-RI27,458$1.5M0.30%
49ISHARES S & P GROWTH ETF46428730917,236$1.5M0.30%
503M CO COMMONMMM13,716$1.5M0.30%
51VANGUARD FTSE DEVELOPED MARKET ETF92194385828,745$1.4M0.29%
52ABBOTT LABS COMABLZF11,862$1.3M0.27%
53I SHARES MSCI EAFE CORE46432F84218,141$1.3M0.27%
54PFIZER INC COMPFE48,123$1.3M0.27%
55LOCKHEED MARTIN CORP COMLMT2,926$1.3M0.27%
56JOHNSON & JOHNSON COMJNJ8,338$1.3M0.27%
57PROCTER AND GAMBLE CO COM7427181097,955$1.3M0.26%
58INTEL CORP COMINTC28,520$1.3M0.26%
59VANGUARD INTERMEDIATE TERM BOND INDEX ETF92193781916,408$1.2M0.25%
60CORNING INC COMGLW37,536$1.2M0.25%
61CATERPILLAR INC COMCAT3,374$1.2M0.25%
62EATON CORP PLCETN3,573$1.1M0.23%
63INTERNATIONAL BUSINESS MACHSCOMINTR5,804$1.1M0.22%
64BERKSHIRE HATHAWAY INC DELBRK-A2,600$1.1M0.22%
65YUM BRANDS INCYUM7,744$1.1M0.22%
66EXXON MOBIL CORP COMXOM8,905$1.0M0.21%
67PHILLIPS 66PSX6,266$1.0M0.21%
68HONEYWELL INTL INC COM4385161064,892$1.0M0.20%
69HOME DEPOT INC COMHD2,496$957,4390.19%
70VANGUARD FTSE EMERGING MARKETS ETF92204285822,707$948,4330.19%
71BANK OF AMERICA CORP06050510423,810$902,6230.18%
72BAXTER INTL INC COM07181310921,079$900,6890.18%
73I SHRS MOMENTUM46432F3964,630$867,4120.18%
74AMAZON COM INC.AMZN4,761$858,7810.17%
75DUPONT DE NEMOURS INC.DD11,186$857,5980.17%
76A T & T INCT-PC47,926$842,9980.17%
77BLACKROCK SBIBLK74,821$808,0470.16%
78CHEVRON CORPORATIONCVX4,815$759,5160.15%
79TE CONNECTIVITY LTDTEL5,212$756,9780.15%
80PHILLIP MORRIS INTERNATIONALINC7181721097,836$717,9270.15%
81DUKE ENERGY CORP NEWDUKB7,412$716,7950.15%
82COCA COLA CO COMKO11,644$712,3750.14%
83COSTCO WHOLESALE CORP22160K105940$688,6640.14%
84FISERV INC COMFISV4,280$684,0290.14%
85COMCAST CORP CLASS ACCZ15,766$683,2890.14%
86INVESCO WATER RESOURCES ETFIVZ10,181$677,6460.14%
87DEERE & CO COMDE1,600$657,1630.13%
88DOW INCDOW11,191$648,2590.13%
89NUVEEN CREDIT STRATEGIES INCOME FUNDNU115,853$645,2930.13%
90CORTEVA INCCTVA11,173$644,3140.13%
91I SHARES CORE S & P SMALL CAP ETF4642878045,718$631,9440.13%
92ORACLE CORP COMORCL-PD5,000$628,0500.13%
93PROSHARES ULTRA S & P 500 EFT74347R1078,060$624,8110.13%
94AUTOMATIC DATA PROCESSING INCOMADP2,500$624,3500.13%
95PEPSICO INC COMPEP3,429$600,1060.12%
96ESSENTIAL UTILITIES INC29670G10215,238$564,4120.11%
97MERCK & CO INC NEWMRK4,190$552,8690.11%
98ILLINOIS TOOL WKS INC COM4523081092,034$545,7620.11%
99MEDTRONIC PLCMDT6,211$541,2710.11%
100I SHRS TIPS BOND ETF4642871765,031$540,3770.11%
101THE CIGNA GROUP1255231001,463$531,3320.11%
102MCDONALDS CORP COMMCD1,825$514,5380.10%
103XCEL ENERGY INC COMXELLL9,322$501,0520.10%
104BANK OF AMERICA CORP06050510413,108$496,9240.10%
105ALTRIA GROUP INC COMMO10,899$475,2960.10%
106EMERSON ELEC CO COMEMR4,135$468,9910.10%
107ELI LILLY & CO COMLLY600$466,7760.09%
108H P INCHPQ15,125$456,9200.09%
109I SHARES RUSSELL MID-CAP ETF4642874995,344$449,3720.09%
110I SHARES MSCI EAFE ETF4642874655,627$449,3660.09%
111CONSTELLATION ENERGY CORP NPVCEG2,386$441,0480.09%
112MONDELEZ INTERNATIONAL INC6092071055,985$418,9500.08%
113PPL CORP COMMONPPLC15,197$418,2180.08%
114AMGEN INC COMAMGN1,448$411,6910.08%
115MCKESSON CORP USDMCK763$409,6080.08%
116I SHARES S & P 500 VALUE ETF4642874082,177$406,6850.08%
117I SHARES CORE S & P 500 ETF464287200759$399,0130.08%
118COLGATE PALMOLIVE CO COMCL4,429$398,8280.08%
119CISCO SYS INC COMCSCO7,642$381,3320.08%
120CVS HEALTH CORPORATIONCVS4,735$377,6630.08%
121INVESCO PREFERRED ETFIVZ31,720$376,8310.08%
122CVS HEALTH CORPORATIONCVS4,662$371,8400.08%
123WELLS FARGO & CO NEW9497461016,313$365,8360.07%
124PPG INDS INC COM6935061072,495$361,5250.07%
125TE CONNECTIVITY LTDTEL2,420$351,4790.07%
126LOWES COS INC COM5486611071,367$348,2140.07%
127ZIMMER BIOMET HOLDINGS INCZBH2,634$347,6160.07%
128AMETEK INC NEW COMAME1,900$347,5100.07%
129RAYTHEON TECHNOLOGIES CORPRTX3,536$344,8610.07%
130KIMBERLY-CLARK CORP COMKMB2,570$332,4290.07%
131META PLATFORMS INCMETA677$328,7340.07%
132PHILLIP MORRIS INTERNATIONALINC7181721093,579$327,9070.07%
133EXELON CORPEXC8,721$327,5530.07%
134BANK NEW YORK MELLON CORP0640581005,583$321,6310.07%
135THE HERSHEY COMPANY COMHSY1,616$314,3110.06%
136L3HARRIS TECHNOLOGIES INCLHX1,464$311,9770.06%
137YUM CHINA HOLDINGS INCYUMC7,831$311,5850.06%
138AUTOMATIC DATA PROCESSING INCOMADP1,200$299,6880.06%
139I SHARES S & P MIDCAP 400 GROWTH ETF4642876063,255$297,0180.06%
140VISA INC.V1,046$291,9040.06%
141ALPHABET INC - CLASS AGOOG1,865$281,4830.06%
142I SHARES CORE S & P MID-CAP ETF4642875074,625$280,9180.06%
143NEXTERA ENERGY INC COMNEE-PW4,360$278,6040.06%
144SCHLUMBERGER LTD COM STKSLB5,055$277,0610.06%
145TOYOTA MOTOR CORPTOYOF1,100$276,8480.06%
146CORNING INC COMGLW8,350$275,1320.06%
147HEWLETT PACKARD ENTERPRISE COHPE-PC15,124$267,9940.05%
148GE HEALTHCARE TECHNOLOGIES INCGEHC2,913$264,7550.05%
149MANULIFE FINANCIAL56501R10610,306$257,4430.05%
150I SHARES S & P MID CAP 400 VALUE ETF4642877052,142$253,3760.05%
151INTERNATIONAL BUSINESS MACHSCOMINTR1,313$250,7300.05%
152I SHARES RUSSELL 1000 GROWTH ETF464287614741$249,7460.05%
153HEALTH CARE SELECT SECTOR SPDR FUND81369Y2091,658$244,9350.05%
154SOUTHERN CO COMSOMN3,310$237,4580.05%
155TARGET CORPTGT1,336$236,7520.05%
156PUBLIC SVC ENTERPRISE GRP INCOM7445731063,536$236,0960.05%
157MOODYS CORPMCO600$235,8120.05%
158PNC FINL SVCS GROUP INC COM6934751051,450$234,3200.05%
159MEDTRONIC PLCMDT2,685$233,9950.05%
160ONEOK INC NEW COMMONOKE2,904$232,8130.05%
161GENUINE PARTS CO COMMONGPC1,500$232,3950.05%
162WASTE MANAGEMENT INC NEW94106L1091,050$223,8070.05%
163CONSTELLATION BRANDS INCSTZ823$223,6550.05%
164ORACLE CORP COMORCL-PD1,750$219,8170.04%
165YUM BRANDS INCYUM1,572$217,9570.04%
166GENERAL MLS INC COM3703341043,020$211,3090.04%
167NUVEEN SELECT TAX-FREE INCOME PORTFOLIONU14,350$207,2140.04%
168JOHNSON CONTROLS INTERNATIONAL PLCG515021053,134$204,6720.04%
169UNION PAC CORP COMUNP829$203,8730.04%
170DEVON ENERGY CORP NEW25179M1033,909$196,1530.04%
171PFIZER INC COMPFE7,066$196,0800.04%
172GENERAL ELECTRIC CO.3696043011,075$188,6900.04%
173BOEING CO COMBA-PA963$185,8440.04%
1743M CO COMMONMMM1,745$185,0910.04%
175I SHRS CONVERTIBLE BOND ETF46435G1022,310$184,4030.04%
176ALTRIA GROUP INC COMMO4,090$178,3640.04%
177DOMINION ENERGY INC NPVD3,500$172,1300.03%
178VERIZON COMMUNICATIONS INCVZ3,864$162,0920.03%
179INTEL CORP COMINTC3,415$150,8060.03%
180GENERAL MLS INC COM3703341042,055$143,7850.03%
181BRISTOL MYERS SQUIBB CO COMCELG-RI2,650$143,6830.03%
182VANGUARD REIT INDEX #09869229085531,643$142,0690.03%
183SOUTHERN CO COMSOMN1,925$138,0990.03%
184ABBVIE INCABBV749$136,3920.03%
185NUVEEN SELECT TAX-FREE INCOME PORTFOLIONU9,200$132,8480.03%
186MONDELEZ INTERNATIONAL INC6092071051,861$130,2700.03%
187A T & T INCT-PC7,352$129,3210.03%
188DIMENSIONAL US EQUITY ETF TR25434V4012,200$125,3340.03%
189DOMINION ENERGY INC NPVD2,528$124,3250.03%
190DUKE ENERGY CORP NEWDUKB1,139$110,1520.02%
191H P INCHPQ3,500$105,7350.02%
192AMGEN INC COMAMGN357$101,5020.02%
193ABBOTT LABS COMABLZF799$90,8140.02%
194WALMART INC COMWMT1,500$90,2540.02%
195BANK NEW YORK MELLON CORP0640581001,500$86,4150.02%
196BAXTER INTL INC COM0718131091,943$83,0230.02%
197AMAZON COM INC.AMZN400$72,1490.01%
198COCA COLA CO COMKO1,154$70,6010.01%
199VANECK VEC AGRIBUSINESS ETF92189F700905$67,9920.01%
200PPL CORP COMMONPPLC2,330$64,1210.01%
201YUM CHINA HOLDINGS INCYUMC1,572$62,5490.01%
202PUBLIC SVC ENTERPRISE GRP INCOM744573106936$62,4960.01%
203HEWLETT PACKARD ENTERPRISE COHPE-PC3,500$62,0200.01%
204DUPONT DE NEMOURS INC.DD807$61,8710.01%
205WELLS FARGO & CO NEW949746101975$56,5010.01%
206DISNEY (WALT) COMPANY HOLDING CO254687106405$49,5550.01%
207DOW INCDOW807$46,7480.01%
208CORTEVA INCCTVA807$46,5380.01%
209NUVEEN CREDIT STRATEGIES INCOME FUNDNU7,120$39,6580.01%
210BLACKROCK SBIBLK3,444$37,1940.01%
211JOHNSON CONTROLS INTERNATIONAL PLCG51502105566$36,9640.01%
212LOCKHEED MARTIN CORP COMLMT75$34,1140.01%
213I SHRS CONVERTIBLE BOND ETF46435G102375$29,9360.01%
214BOEING CO COMBA-PA150$28,9480.01%
215ZIMMER BIOMET HOLDINGS INCZBH219$28,9010.01%
216EATON CORP PLCETN80$25,0130.01%
217DEERE & CO COMDE55$22,5900.00%
218GE HEALTHCARE TECHNOLOGIES INCGEHC247$22,4480.00%
219XCEL ENERGY INC COMXELLL396$21,2850.00%
220VANGUARD FTSE EMERGING MARKETS ETF922042858454$18,9620.00%
221PHILLIPS 66PSX115$18,7840.00%
222VANGUARD FTSE DEVELOPED MARKET ETF921943858350$17,5560.00%
223CONOCOPHILLIPS COMCOP130$16,5460.00%
224MANULIFE FINANCIAL56501R106586$14,6380.00%
225J P MORGAN CHASE & COVYLD65$13,0190.00%
226SCHLUMBERGER LTD COM STKSLB175$9,5910.00%
227DEVON ENERGY CORP NEW25179M103100$5,0180.00%
228ISHARES S & P GROWTH ETF46428730945$3,7990.00%
229THE CIGNA GROUP1255231009$3,2680.00%