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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 Q3 2024 · Filed October 31, 2024 · Accession 0001339908-24-000006

Total Value
$522.0M
Positions
232
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (232)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD TOTAL STOCK MARKET ETF922908769467,399$132.3M25.35%
2VANGUARD SHORT TERM CORP BD ETF #314592206C409576,616$45.8M8.77%
3APPLE INCAAPL110,342$25.7M4.93%
4VANGUARD INTERMEDIATE TERM BOND INDEX ETF921937819326,020$25.5M4.89%
5I SHARES SELECT DIVIDEND ETF464287168165,874$22.4M4.29%
6I SHARES MSCI EAFE CORE46432F842250,178$19.5M3.74%
7MICROSOFT CORP COMMSFT35,025$15.1M2.89%
8HOME DEPOT INC COMHD25,541$10.3M1.98%
9I SHRS TIPS BOND ETF46428717684,831$9.4M1.80%
10APPLE INCAAPL40,163$9.4M1.79%
11INVESCO WATER RESOURCES ETFIVZ123,358$8.7M1.67%
12INVESCO PREFERRED ETFIVZ631,414$7.8M1.49%
13NVIDIA CORPORATIONNVDA57,800$7.0M1.34%
14PEPSICO INC COMPEP37,811$6.4M1.23%
15EXXON MOBIL CORP COMXOM44,640$5.2M1.00%
16JOHNSON & JOHNSON COMJNJ31,355$5.1M0.97%
17PROCTER AND GAMBLE CO COM74271810927,873$4.8M0.92%
18VANGUARD SHORT TERM CORP BD ETF #314592206C40954,398$4.3M0.83%
19VANGUARD TOTAL STOCK MARKET ETF92290876914,593$4.1M0.79%
20HONEYWELL INTL INC COM43851610619,242$4.0M0.76%
21ESSENTIAL UTILITIES INC29670G102101,221$3.9M0.75%
22TARGET CORPTGT24,581$3.8M0.73%
23DIMENSIONAL US EQUITY ETF TR25434V40160,739$3.8M0.72%
24MERCK & CO INC NEWMRK31,692$3.6M0.69%
25CHEVRON CORPORATIONCVX23,487$3.5M0.66%
26BERKSHIRE HATHAWAY INC. DELWARE CLBRK-A5$3.5M0.66%
27MCDONALDS CORP COMMCD10,639$3.2M0.62%
28MICROSOFT CORP COMMSFT7,464$3.2M0.62%
29VERIZON COMMUNICATIONS INCVZ67,870$3.0M0.58%
30KIMBERLY-CLARK CORP COMKMB19,431$2.8M0.53%
31ALPHABET INC - CLASS AGOOG15,978$2.6M0.51%
32ABBVIE INCABBV13,023$2.6M0.49%
33I SHARES CORE S & P TOTAL U S STOCK MARKET46428715019,930$2.5M0.48%
34ELI LILLY & CO COMLLY2,784$2.5M0.47%
35NEXTERA ENERGY INC COMNEE-PW28,017$2.4M0.45%
36CATERPILLAR INC COMCAT6,052$2.4M0.45%
37WALMART INC COMWMT26,192$2.1M0.41%
38ALPHABET INC - CLASS CGOOG11,800$2.0M0.38%
39I SHARES SELECT DIVIDEND ETF46428716814,398$1.9M0.37%
40J P MORGAN CHASE & COVYLD8,864$1.9M0.36%
413M CO COMMONMMM13,546$1.9M0.35%
42PNC FINL SVCS GROUP INC COM6934751059,315$1.7M0.33%
43ISHARES S & P GROWTH ETF46428730917,776$1.7M0.33%
44LOCKHEED MARTIN CORP COMLMT2,861$1.7M0.32%
45GE AEROSPACE3696043018,652$1.6M0.31%
46VANECK VEC AGRIBUSINESS ETF92189F70020,917$1.6M0.30%
47VANGUARD REIT INDEX #098692290855316,196$1.6M0.30%
48EMERSON ELEC CO COMEMR13,913$1.5M0.29%
49VANGUARD FTSE DEVELOPED MARKET ETF92194385828,545$1.5M0.29%
50I SHARES MSCI EAFE CORE46432F84218,100$1.4M0.27%
51CATERPILLAR INC COMCAT3,537$1.4M0.27%
52ABBOTT LABS COMABLZF12,099$1.4M0.26%
53PROCTER AND GAMBLE CO COM7427181097,955$1.4M0.26%
54CORNING INC COMGLW30,036$1.4M0.26%
55JOHNSON & JOHNSON COMJNJ8,338$1.4M0.26%
56COSTCO WHOLESALE CORP22160K1051,465$1.3M0.25%
57CONOCOPHILLIPS COMCOP12,301$1.3M0.25%
58BRISTOL MYERS SQUIBB CO COMCELG-RI24,874$1.3M0.25%
59VANGUARD INTERMEDIATE TERM BOND INDEX ETF92193781916,312$1.3M0.24%
60INTERNATIONAL BUSINESS MACHSCOMINTR5,773$1.3M0.24%
61DISNEY (WALT) COMPANY HOLDING CO25468710613,145$1.3M0.24%
62A T & T INCT-PC54,913$1.2M0.23%
63EATON CORP PLCETN3,603$1.2M0.23%
64PFIZER INC COMPFE41,073$1.2M0.23%
65VANGUARD FTSE EMERGING MARKETS ETF92204285823,646$1.1M0.22%
66EXXON MOBIL CORP COMXOM8,905$1.0M0.20%
67BERKSHIRE HATHAWAY INC DELBRK-A2,265$1.0M0.20%
68I SHRS MOMENTUM46432F3965,040$1.0M0.20%
69HOME DEPOT INC COMHD2,496$1.0M0.19%
70HONEYWELL INTL INC COM4385161064,892$1.0M0.19%
71I SHARES CORE S & P 500 ETF4642872001,731$998,4630.19%
72DUPONT DE NEMOURS INC.DD10,295$917,3570.18%
73BANK OF AMERICA CORP06050510422,975$911,6330.17%
74YUM BRANDS INCYUM6,521$911,0350.17%
75AMAZON COM INC.AMZN4,861$905,7420.17%
76BLACKROCK SBIBLK74,821$900,8220.17%
77SCHWAB US DIVIDEND EQUITY ETF80852479710,360$875,7120.17%
78COCA COLA CO COMKO12,044$865,4770.17%
79ORACLE CORP COMORCL-PD5,000$852,0000.16%
80DUKE ENERGY CORP NEWDUKB6,979$804,6640.15%
81FISERV INC COMFISV4,280$768,9020.15%
82PHILLIP MORRIS INTERNATIONALINC7181721096,306$765,5430.15%
83AUTOMATIC DATA PROCESSING INCOMADP2,747$760,1490.15%
84PHILLIPS 66PSX5,741$754,6360.14%
85PROSHARES ULTRA S & P 500 EFT74347R1078,060$726,7700.14%
86INVESCO WATER RESOURCES ETFIVZ10,181$718,1660.14%
87CHEVRON CORPORATIONCVX4,815$709,1020.14%
88I SHARES CORE S & P SMALL CAP ETF4642878045,893$689,2330.13%
89DEERE & CO COMDE1,637$683,1500.13%
90BAXTER INTL INC COM07181310917,524$665,3730.13%
91NUVEEN CREDIT STRATEGIES INCOME FUNDNU114,303$661,8090.13%
92COMCAST CORP CLASS ACCZ15,766$658,5340.13%
93CONSTELLATION ENERGY CORP NPVCEG2,386$620,3770.12%
94CORTEVA INCCTVA10,245$602,2760.12%
95INTEL CORP COMINTC25,552$599,1890.11%
96ESSENTIAL UTILITIES INC29670G10215,238$587,5730.11%
97PEPSICO INC COMPEP3,429$583,1000.11%
98I SHRS TIPS BOND ETF4642871765,031$555,7730.11%
99MCDONALDS CORP COMMCD1,825$555,7260.11%
100MEDTRONIC PLCMDT6,086$547,9070.10%
101DOW INCDOW10,011$546,8630.10%
102ELI LILLY & CO COMLLY600$531,5640.10%
103S & P GLOBAL INC NPVSPGI1,028$531,0740.10%
104BANK OF AMERICA CORP06050510413,108$520,1230.10%
105ALTRIA GROUP INC COMMO9,949$507,7900.10%
106PPL CORP COMMONPPLC15,209$502,9580.10%
107ILLINOIS TOOL WKS INC COM4523081091,914$501,6000.10%
108THE CIGNA GROUP1255231001,442$499,5520.10%
109XCEL ENERGY INC COMXELLL7,620$497,5060.10%
110GE VERNOVA INCGEV1,918$488,9900.09%
111MERCK & CO INC NEWMRK4,190$475,8150.09%
112I SHARES RUSSELL MID-CAP ETF4642874995,344$471,0160.09%
113I SHARES MSCI EAFE ETF4642874655,627$470,5780.09%
114H P INCHPQ12,925$463,4860.09%
115COLGATE PALMOLIVE CO COMCL4,429$459,7710.09%
116AMGEN INC COMAMGN1,413$455,2680.09%
117EMERSON ELEC CO COMEMR4,135$452,2440.09%
118I SHARES S & P 500 VALUE ETF4642874082,177$429,2380.08%
119RAYTHEON TECHNOLOGIES CORPRTX3,463$419,5720.08%
120LOWES COS INC COM5486611071,549$419,5280.08%
121INVESCO PREFERRED ETFIVZ31,440$388,2810.07%
122META PLATFORMS INCMETA677$387,5400.07%
123MONDELEZ INTERNATIONAL INC6092071055,183$381,8210.07%
124MCKESSON CORP USDMCK763$377,2330.07%
125CORNING INC COMGLW8,350$377,0020.07%
126BANK NEW YORK MELLON CORP0640581005,217$374,8910.07%
127NEXTERA ENERGY INC COMNEE-PW4,360$368,5500.07%
128THE HERSHEY COMPANY COMHSY1,916$367,4490.07%
129KIMBERLY-CLARK CORP COMKMB2,570$365,6590.07%
130WELLS FARGO & CO NEW9497461016,313$356,6170.07%
131EXELON CORPEXC8,721$353,5400.07%
132L3HARRIS TECHNOLOGIES INCLHX1,464$348,2370.07%
133CISCO SYS INC COMCSCO6,536$347,8430.07%
134AUTOMATIC DATA PROCESSING INCOMADP1,200$332,0640.06%
135PPG INDS INC COM6935061072,495$330,4870.06%
136AMETEK INC NEW COMAME1,900$326,2490.06%
137PUBLIC SVC ENTERPRISE GRP INCOM7445731063,536$315,4450.06%
138ALPHABET INC - CLASS AGOOG1,865$309,3100.06%
139I SHARES CORE S & P MID-CAP ETF4642875074,950$308,4280.06%
140YUM CHINA HOLDINGS INCYUMC6,818$306,9350.06%
141MANULIFE FINANCIAL56501R10610,306$304,4390.06%
142I SHARES S & P MIDCAP 400 GROWTH ETF4642876063,255$299,2310.06%
143SOUTHERN CO COMSOMN3,310$298,4930.06%
144CVS HEALTH CORPORATIONCVS4,735$297,7360.06%
145CVS HEALTH CORPORATIONCVS4,662$293,1450.06%
146INTERNATIONAL BUSINESS MACHSCOMINTR1,313$290,2780.06%
147MOODYS CORPMCO600$284,7480.05%
148I SHARES RUSSELL 1000 GROWTH ETF464287614741$278,1560.05%
149HEALTH CARE SELECT SECTOR SPDR FUND81369Y2091,758$270,7660.05%
150PNC FINL SVCS GROUP INC COM6934751051,450$268,0320.05%
151I SHARES S & P MID CAP 400 VALUE ETF4642877052,142$264,7930.05%
152ONEOK INC NEW COMMONOKE2,904$264,6400.05%
153HEWLETT PACKARD ENTERPRISE COHPE-PC12,924$264,2900.05%
154MEDTRONIC PLCMDT2,685$241,7280.05%
1553M CO COMMONMMM1,745$238,5410.05%
156ZIMMER BIOMET HOLDINGS INCZBH2,198$237,2640.05%
157GE HEALTHCARE TECHNOLOGIES INCGEHC2,489$233,5580.04%
158GENERAL MLS INC COM3703341043,020$223,0270.04%
159WASTE MANAGEMENT INC NEW94106L1091,068$221,7160.04%
160YUM BRANDS INCYUM1,572$219,6240.04%
161VISA INC.V796$218,8490.04%
162NUVEEN SELECT TAX-FREE INCOME PORTFOLIONU14,350$216,8280.04%
163CONSTELLATION BRANDS INCSTZ823$212,0750.04%
164GENUINE PARTS CO COMMONGPC1,500$209,5200.04%
165ALTRIA GROUP INC COMMO4,090$208,7530.04%
166TARGET CORPTGT1,336$208,2280.04%
167SELECT SECTOR FINANCIAL SPDR FUND81369Y6054,551$206,2050.04%
168UNION PAC CORP COMUNP829$204,3300.04%
169GE AEROSPACE3696043011,075$202,7160.04%
170DOMINION ENERGY INC NPVD3,500$202,2650.04%
171ALLSTATE CORP COMALL-PJ1,045$198,1830.04%
172SOLVENTUM CORPSOLV2,808$195,7500.04%
173PHILLIP MORRIS INTERNATIONALINC7181721091,579$191,6900.04%
174AGILENT TECHNOLOGIES INCA1,276$189,4560.04%
175I SHRS CONVERTIBLE BOND ETF46435G1022,260$189,0900.04%
176PFIZER INC COMPFE6,516$188,5070.04%
177AMERICAN ELEC PWR INC COM0255371011,752$179,7540.03%
178SOUTHERN CO COMSOMN1,925$173,5960.03%
179VANGUARD REIT INDEX #09869229085531,643$160,0600.03%
180GENERAL MLS INC COM3703341042,083$153,8260.03%
181VERIZON COMMUNICATIONS INCVZ3,424$153,7360.03%
182ABBVIE INCABBV749$147,9120.03%
183NUVEEN SELECT TAX-FREE INCOME PORTFOLIONU9,200$139,0120.03%
184MONDELEZ INTERNATIONAL INC6092071051,861$137,0990.03%
185DIMENSIONAL US EQUITY ETF TR25434V4012,200$136,8400.03%
186BRISTOL MYERS SQUIBB CO COMCELG-RI2,550$131,9370.03%
187DUKE ENERGY CORP NEWDUKB1,139$131,3250.03%
188DOMINION ENERGY INC NPVD2,263$130,7770.03%
189H P INCHPQ3,500$125,5100.02%
190WALMART INC COMWMT1,500$121,1240.02%
191ORACLE CORP COMORCL-PD700$119,2800.02%
192AMGEN INC COMAMGN357$115,0250.02%
193BANK NEW YORK MELLON CORP0640581001,500$107,7900.02%
194ABBOTT LABS COMABLZF799$91,0930.02%
195PUBLIC SVC ENTERPRISE GRP INCOM744573106936$83,5000.02%
196COCA COLA CO COMKO1,154$82,9260.02%
197PPL CORP COMMONPPLC2,330$77,0530.01%
198INTEL CORP COMINTC3,215$75,3910.01%
199AMAZON COM INC.AMZN400$74,5290.01%
200BAXTER INTL INC COM0718131091,943$73,7740.01%
201HEWLETT PACKARD ENTERPRISE COHPE-PC3,500$71,5750.01%
202YUM CHINA HOLDINGS INCYUMC1,572$70,7710.01%
203VANECK VEC AGRIBUSINESS ETF92189F700905$68,3360.01%
204GE VERNOVA INCGEV264$67,3070.01%
205DUPONT DE NEMOURS INC.DD643$57,2970.01%
206WELLS FARGO & CO NEW949746101975$55,0770.01%
207CORTEVA INCCTVA807$47,4420.01%
208LOCKHEED MARTIN CORP COMLMT75$43,8410.01%
209SCHWAB US DIVIDEND EQUITY ETF808524797500$42,2650.01%
210BLACKROCK SBIBLK3,444$41,4650.01%
211NUVEEN CREDIT STRATEGIES INCOME FUNDNU7,120$41,2240.01%
212DISNEY (WALT) COMPANY HOLDING CO254687106405$38,9560.01%
213DOW INCDOW643$35,1260.01%
214I SHRS CONVERTIBLE BOND ETF46435G102375$31,3760.01%
215AMERICAN ELEC PWR INC COM025537101300$30,7800.01%
216SOLVENTUM CORPSOLV435$30,3270.01%
217EATON CORP PLCETN80$26,5150.01%
218XCEL ENERGY INC COMXELLL396$25,8540.00%
219ZIMMER BIOMET HOLDINGS INCZBH219$23,6400.00%
220GE HEALTHCARE TECHNOLOGIES INCGEHC247$23,1760.00%
221DEERE & CO COMDE55$22,9520.00%
222VANGUARD FTSE EMERGING MARKETS ETF922042858408$19,5180.00%
223VANGUARD FTSE DEVELOPED MARKET ETF921943858350$18,4830.00%
224ALLSTATE CORP COMALL-PJ96$18,2060.00%
225MANULIFE FINANCIAL56501R106586$17,3100.00%
226PHILLIPS 66PSX115$15,1160.00%
227J P MORGAN CHASE & COVYLD65$13,7050.00%
228CONOCOPHILLIPS COMCOP130$13,6860.00%
229AGILENT TECHNOLOGIES INCA76$11,2840.00%
230ISHARES S & P GROWTH ETF46428730945$4,3080.00%
231THE CIGNA GROUP1255231009$3,1170.00%
232A T & T INCT-PC100$2,2000.00%