Newman Dignan & Sheerar
Latest statistics and disclosures from Newman Dignan & Sheerar's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHX, VSLU, SCHD, UITB, AAPL, and represent 28.54% of Newman Dignan & Sheerar's stock portfolio.
- Added to shares of these 10 stocks: MUNI, UITB, JMUB, SCHD, FPE, CRWD, IBDW, JEPI, DFAI, IBDU.
- Started 5 new stock positions in CRWD, IBDX, BK, JEPI, PSX.
- Reduced shares in these 10 stocks: VTEB, AVGO, SCHX, IBMN, AAPL, SGOL, IBDQ, MSFT, SOFI, GOOGL.
- Sold out of its positions in ADAP, BRTX, CLSD, CTVA, IBDQ, IBMN, LKQ, MLCO, NIO, ONCY. OVID, PAYX, SNDL, SOFI, TGT, SKIN, TLRY, UBER, WYNN, ZYXI.
- Newman Dignan & Sheerar was a net seller of stock by $-5.3M.
- Newman Dignan & Sheerar has $463M in assets under management (AUM), dropping by 6.44%.
- Central Index Key (CIK): 0001566493
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Portfolio Holdings for Newman Dignan & Sheerar
Newman Dignan & Sheerar holds 180 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Dow Jones US Large Cap ETF Etf (SCHX) | 8.8 | $41M | 1.5M | 26.34 |
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| Applied Finance Valuation Lg Cap ETF Etf (VSLU) | 6.3 | $29M | 688k | 42.69 |
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| Schwab Dow Jones US Div Eq ETF Etf (SCHD) | 5.4 | $25M | +2% | 922k | 27.30 |
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| VictoryShares Core Intermediate Bond ETF Etf (UITB) | 4.7 | $22M | +4% | 461k | 47.52 |
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| Apple (AAPL) | 3.2 | $15M | -2% | 59k | 254.63 |
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| ETFS Phys. Swiss Gold Shares Etf (SGOL) | 3.2 | $15M | -2% | 407k | 36.81 |
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| Microsoft Corporation (MSFT) | 3.0 | $14M | -2% | 27k | 517.95 |
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| Alphabet Inc Class A cs (GOOGL) | 2.8 | $13M | -2% | 53k | 243.10 |
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| Dimensional Emerg Core Equity Mkt ETF Etf (DFAE) | 2.4 | $11M | 351k | 31.53 |
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| NVIDIA Corporation (NVDA) | 2.4 | $11M | 59k | 186.58 |
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| Broadcom (AVGO) | 1.8 | $8.2M | -8% | 25k | 329.91 |
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| Vanguard S&P 500 ETF Etf (VOO) | 1.7 | $7.7M | 13k | 612.36 |
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| Schwab FTSE Developed ex-US ETF Etf (SCHF) | 1.7 | $7.7M | 329k | 23.28 |
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| First Trust Preferred Sec & Inc ETF Etf (FPE) | 1.6 | $7.4M | +6% | 406k | 18.24 |
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| Schwab Dow Jones US Large Growth ETF Etf (SCHG) | 1.6 | $7.2M | -2% | 225k | 31.91 |
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| Goldman Sachs ActiveBeta Intl Eq ETF Etf (GSIE) | 1.5 | $7.1M | -2% | 172k | 41.11 |
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| J H Multifactor Mid Cap ETF Etf (JHMM) | 1.4 | $6.6M | +3% | 103k | 64.69 |
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| Amazon (AMZN) | 1.4 | $6.3M | 29k | 219.57 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $6.1M | -4% | 19k | 315.43 |
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| J.P. Morgan Municipal ETF Etf (JMUB) | 1.3 | $5.9M | +16% | 117k | 50.47 |
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| PIMCO Intermediate Muni ETF Etf (MUNI) | 1.2 | $5.7M | +60% | 108k | 52.28 |
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| Schwab Dow Jones US Large Value ETF Etf (SCHV) | 1.0 | $4.6M | 158k | 29.11 |
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| Vanguard Mid-Cap ETF Etf (VO) | 1.0 | $4.6M | 16k | 293.73 |
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| Schwab Dow Jones US Mid-Cap ETF Etf (SCHM) | 1.0 | $4.4M | -3% | 150k | 29.64 |
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| iShares S&P Midcap 400 Index ETF Etf (IJH) | 0.9 | $4.3M | 66k | 65.26 |
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| Dimensional International Core Equity Mkt ETF Etf (DFAI) | 0.9 | $4.2M | +6% | 115k | 36.35 |
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| iShares iBonds Dec 2029 Corp Bond ETF Etf (IBDU) | 0.9 | $4.1M | +6% | 175k | 23.47 |
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| Johnson & Johnson (JNJ) | 0.9 | $4.0M | -5% | 22k | 185.42 |
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| Merck & Co (MRK) | 0.8 | $3.8M | -2% | 45k | 83.93 |
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| SPDR Gold Shares Etf (GLD) | 0.8 | $3.7M | 11k | 355.47 |
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| Quanta Services (PWR) | 0.8 | $3.7M | -4% | 9.0k | 414.42 |
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| Facebook Inc cl a (META) | 0.8 | $3.7M | -5% | 5.1k | 734.35 |
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| Vanguard FTSE All-World ex-USA ETF Etf (VEU) | 0.8 | $3.7M | +2% | 52k | 71.37 |
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| Schwab Dow Jones US Sm-Cap ETF Etf (SCHA) | 0.8 | $3.6M | -2% | 129k | 27.90 |
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| Raytheon Technologies Corp (RTX) | 0.7 | $3.5M | 21k | 167.33 |
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| Alphabet Inc Class C cs (GOOG) | 0.7 | $3.3M | 14k | 243.55 |
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| Berkshire Hathaway (BRK.B) | 0.7 | $3.3M | 6.5k | 502.74 |
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| Spdr S&p 500 Etf Etf (SPY) | 0.7 | $3.1M | 4.6k | 666.18 |
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| Vanguard Tax-Exempt Bond ETF Etf (VTEB) | 0.6 | $3.0M | -24% | 60k | 50.07 |
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| Palo Alto Networks (PANW) | 0.6 | $2.8M | 14k | 203.62 |
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| iShares S&P Smallcap 600 Index ETF Etf (IJR) | 0.6 | $2.8M | -2% | 23k | 118.83 |
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| Bank of America Corporation (BAC) | 0.6 | $2.7M | 53k | 51.59 |
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| Procter & Gamble Company (PG) | 0.6 | $2.7M | -6% | 18k | 153.65 |
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| Proshares S&P 500 Div Aristocrats Etf (NOBL) | 0.6 | $2.7M | -2% | 27k | 103.07 |
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| Lowe's Companies (LOW) | 0.6 | $2.7M | -5% | 11k | 251.31 |
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| SPDR S&P Dividend ETF Etf (SDY) | 0.6 | $2.6M | -3% | 18k | 140.05 |
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| International Business Machines (IBM) | 0.5 | $2.5M | -7% | 8.9k | 282.15 |
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| iShares iBonds Dec 2026 Muni Bond ETF Etf (IBMO) | 0.5 | $2.5M | -9% | 96k | 25.66 |
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| L3harris Technologies (LHX) | 0.5 | $2.3M | -9% | 7.5k | 305.42 |
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| Cisco Systems (CSCO) | 0.5 | $2.2M | 32k | 68.42 |
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| Union Pacific Corporation (UNP) | 0.5 | $2.2M | 9.2k | 236.38 |
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| Chevron Corporation (CVX) | 0.5 | $2.2M | -7% | 14k | 155.29 |
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| Amgen (AMGN) | 0.5 | $2.2M | -5% | 7.6k | 282.21 |
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| Pepsi (PEP) | 0.4 | $2.1M | -4% | 15k | 140.44 |
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| Oracle Corporation (ORCL) | 0.4 | $2.0M | 7.1k | 281.26 |
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| Home Depot (HD) | 0.4 | $1.9M | 4.8k | 405.18 |
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| Schwab Dow Jones US Broad Mkt ETF Etf (SCHB) | 0.4 | $1.8M | -2% | 70k | 25.71 |
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| Automatic Data Processing (ADP) | 0.4 | $1.7M | 5.8k | 293.50 |
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| iShares iBonds Dec 2027 Muni Bond ETF Etf (IBMP) | 0.4 | $1.7M | -4% | 66k | 25.48 |
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| MasterCard Incorporated (MA) | 0.4 | $1.6M | -8% | 2.9k | 568.89 |
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| Fiserv (FI) | 0.3 | $1.6M | 13k | 128.93 |
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| Visa (V) | 0.3 | $1.6M | 4.7k | 341.41 |
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| JH/DFA Small Cap Multifactor ETF Etf (JHSC) | 0.3 | $1.5M | 36k | 41.85 |
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| SPDR Technology Select Sector Etf (XLK) | 0.3 | $1.5M | 5.2k | 281.84 |
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| McDonald's Corporation (MCD) | 0.3 | $1.5M | -4% | 4.8k | 303.87 |
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| Emerson Electric (EMR) | 0.3 | $1.4M | 11k | 131.18 |
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| Vanguard Small-Cap Value ETF Etf (VBR) | 0.3 | $1.4M | 6.7k | 208.73 |
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| Nextera Energy (NEE) | 0.3 | $1.4M | +6% | 18k | 75.49 |
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| Verizon Communications (VZ) | 0.3 | $1.3M | 30k | 43.95 |
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| Qualcomm (QCOM) | 0.3 | $1.2M | -11% | 7.4k | 166.37 |
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| iShares iBonds Dec 2028 Muni Bond ETF Etf (IBMQ) | 0.3 | $1.2M | 48k | 25.64 |
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| Medtronic (MDT) | 0.3 | $1.2M | -7% | 13k | 95.24 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $1.2M | 11k | 112.75 |
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| KLA-Tencor Corporation (KLAC) | 0.3 | $1.2M | 1.1k | 1078.24 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $1.2M | -5% | 2.4k | 485.05 |
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| SPDR MSCI Acwi Ex-US Etf (CWI) | 0.2 | $1.1M | -4% | 32k | 34.92 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.0M | 6.1k | 170.85 |
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| Citizens Financial (CFG) | 0.2 | $1.0M | 20k | 53.16 |
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| Applied Materials (AMAT) | 0.2 | $1.0M | +2% | 5.0k | 204.76 |
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| iShare Core MSCI Emerging Markets Etf (IEMG) | 0.2 | $1.0M | -5% | 15k | 65.92 |
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| Roper Industries (ROP) | 0.2 | $995k | -11% | 2.0k | 498.57 |
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| salesforce (CRM) | 0.2 | $988k | 4.2k | 237.00 |
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| Vanguard Growth ETF Etf (VUG) | 0.2 | $987k | -13% | 2.1k | 479.58 |
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| Vanguard Div Appreciation ETF Etf (VIG) | 0.2 | $981k | 4.5k | 215.80 |
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| Abbvie (ABBV) | 0.2 | $977k | +4% | 4.2k | 231.54 |
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| Walt Disney Company (DIS) | 0.2 | $962k | +2% | 8.4k | 114.49 |
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| iShares Core S&P 500 ETF Etf (IVV) | 0.2 | $926k | 1.4k | 669.30 |
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| Goldman Sachs (GS) | 0.2 | $911k | +5% | 1.1k | 796.62 |
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| Coca-Cola Company (KO) | 0.2 | $908k | 14k | 66.32 |
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| Wal-Mart Stores (WMT) | 0.2 | $905k | 8.8k | 103.06 |
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| Vanguard Value ETF Etf (VTV) | 0.2 | $873k | -10% | 4.7k | 186.48 |
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| iShares iBonds Dec 2031 Corp Bond ETF Etf (IBDW) | 0.2 | $869k | +47% | 41k | 21.22 |
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| SPDR S&P Biotech ETF Etf (XBI) | 0.2 | $860k | 8.6k | 100.20 |
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| TJX Companies (TJX) | 0.2 | $859k | 5.9k | 144.55 |
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| Palantir Technologies (PLTR) | 0.2 | $846k | -4% | 4.6k | 182.42 |
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| Vanguard REIT Etf (VNQ) | 0.2 | $816k | -6% | 8.9k | 91.42 |
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| iShares iBonds Dec 2030 Muni Bond ETF Etf (IBMS) | 0.2 | $809k | 31k | 26.08 |
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| Mondelez Int (MDLZ) | 0.2 | $793k | 13k | 62.47 |
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| Bristol Myers Squibb (BMY) | 0.2 | $785k | -3% | 17k | 45.10 |
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| Eli Lilly & Co. (LLY) | 0.2 | $775k | 1.0k | 763.02 |
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| Illinois Tool Works (ITW) | 0.2 | $773k | -3% | 3.0k | 260.76 |
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| General Electric (GE) | 0.2 | $765k | 2.5k | 300.81 |
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| Commercial Metals Company (CMC) | 0.2 | $763k | 13k | 57.28 |
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| Danaher Corporation (DHR) | 0.2 | $728k | -3% | 3.7k | 198.27 |
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| State Street Boston Corp Etf (STT) | 0.2 | $697k | 6.0k | 116.01 |
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| Invesco Biotech & Genomics ETF Etf (PBE) | 0.1 | $683k | -6% | 9.8k | 69.87 |
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| Abbott Laboratories (ABT) | 0.1 | $683k | +3% | 5.1k | 133.94 |
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| CVS Caremark Corporation (CVS) | 0.1 | $669k | -2% | 8.9k | 75.39 |
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| Hp (HPQ) | 0.1 | $641k | -3% | 24k | 27.23 |
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| iShares iBonds Dec 2030 Corp Bond ETF Etf (IBDV) | 0.1 | $632k | +20% | 29k | 22.15 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $624k | -15% | 1.8k | 352.75 |
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| iShares iBonds Dec 2029 Muni Bond ETF Etf (IBMR) | 0.1 | $570k | +36% | 22k | 25.53 |
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| Costco Wholesale Corporation (COST) | 0.1 | $544k | 588.00 | 925.92 |
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| Tesla Motors (TSLA) | 0.1 | $535k | 1.2k | 444.72 |
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| iShares S&P 500 Barra Gr Etf (IVW) | 0.1 | $502k | -5% | 4.2k | 120.72 |
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| Vanguard Consumer Staples ETF Etf (VDC) | 0.1 | $502k | 2.3k | 213.73 |
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| HACK- Cyber Security ETF Etf (HACK) | 0.1 | $502k | 5.8k | 86.79 |
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| Vanguard Total Stock Mkt ETF Etf (VTI) | 0.1 | $499k | 1.5k | 328.23 |
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| Public Service Enterprise (PEG) | 0.1 | $469k | -5% | 5.6k | 83.46 |
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| Novartis Adr (NVS) | 0.1 | $449k | -5% | 3.5k | 128.24 |
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| Intuit (INTU) | 0.1 | $444k | 650.00 | 683.06 |
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| Ge Vernova (GEV) | 0.1 | $443k | 720.00 | 614.90 |
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| Paypal Holdings (PYPL) | 0.1 | $442k | 6.6k | 67.06 |
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| iShares iBonds Dec 2026 Corp Bond ETF Etf (IBDR) | 0.1 | $430k | -14% | 18k | 24.30 |
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| Vanguard Total International Etf (VXUS) | 0.1 | $417k | +11% | 5.7k | 73.46 |
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| Incyte Corporation (INCY) | 0.1 | $413k | 4.9k | 84.81 |
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| iShares MSCI USA Momentum Etf (MTUM) | 0.1 | $408k | +6% | 1.6k | 256.44 |
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| S&P 400 Mid-Cap SPDR ETF Etf (MDY) | 0.1 | $406k | 681.00 | 596.03 |
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| Mplx (MPLX) | 0.1 | $405k | 8.1k | 49.95 |
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| American Tower Reit (AMT) | 0.1 | $399k | 2.1k | 192.28 |
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| Pfizer (PFE) | 0.1 | $398k | 16k | 25.48 |
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| iShares iBonds Dec 2027 Corp Bond ETF Etf (IBDS) | 0.1 | $397k | 16k | 24.34 |
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| Vanguard FTSE Dev Mkt ETF Etf (VEA) | 0.1 | $397k | 6.6k | 59.92 |
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| First Trust NASDAQ Cybersecurity ETF Etf (CIBR) | 0.1 | $395k | 5.2k | 76.00 |
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| Tyson Foods (TSN) | 0.1 | $387k | 7.1k | 54.30 |
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| Sch Fundamental US Large Co ETF Etf (FNDX) | 0.1 | $380k | -10% | 14k | 26.30 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.1 | $373k | NEW | 760.00 | 490.38 |
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| Aon (AON) | 0.1 | $371k | 1.0k | 356.58 |
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| Morgan Stanley (MS) | 0.1 | $370k | 2.3k | 158.96 |
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| Wells Fargo & Co 7.50pcnt P PFD (WFC.PL) | 0.1 | $360k | 292.00 | 1232.59 |
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| 3M Company (MMM) | 0.1 | $357k | 2.3k | 155.19 |
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| iShares Russell 2000 Index Fund ETF Etf (IWM) | 0.1 | $352k | 1.5k | 241.96 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $345k | +10% | 5.0k | 68.58 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $343k | 563.00 | 609.64 |
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| Philip Morris International (PM) | 0.1 | $339k | +6% | 2.1k | 162.19 |
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| ConocoPhillips (COP) | 0.1 | $337k | +3% | 3.6k | 94.59 |
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| Nike (NKE) | 0.1 | $336k | 4.8k | 69.72 |
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| Wells Fargo & Company (WFC) | 0.1 | $327k | 3.9k | 83.82 |
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| Sector Spdr Engy Select Etf (XLE) | 0.1 | $323k | +9% | 3.6k | 89.34 |
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| J P Morgan Active Bond ETF Etf (JBND) | 0.1 | $321k | 5.9k | 54.16 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $320k | +3% | 816.00 | 391.64 |
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| First Trust Innovation Leaders ETF Etf (ILDR) | 0.1 | $314k | -11% | 9.7k | 32.39 |
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| Vanguard Mid Cap Value ETF Etf (VOE) | 0.1 | $310k | 1.8k | 174.61 |
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| Te Connectivity (TEL) | 0.1 | $307k | 1.4k | 219.53 |
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| PowerShares QQQ ETF Etf (QQQ) | 0.1 | $304k | 506.00 | 599.91 |
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| Altria (MO) | 0.1 | $283k | 4.3k | 66.06 |
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| Carrier Global Corporation (CARR) | 0.1 | $279k | 4.7k | 59.70 |
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| Valero Energy Corporation (VLO) | 0.1 | $272k | 1.6k | 170.29 |
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| Cigna Corp (CI) | 0.1 | $264k | +6% | 917.00 | 288.25 |
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| JPMorgan Equity Premium Income ETF Etf (JEPI) | 0.1 | $263k | NEW | 4.6k | 57.10 |
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| Dupont De Nemours (DD) | 0.1 | $262k | 3.4k | 77.90 |
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| Energy Transfer Equity (ET) | 0.1 | $262k | 15k | 17.16 |
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| iShares iBonds Dec 2028 Corp Bond ETF Etf (IBDT) | 0.1 | $257k | +24% | 10k | 25.52 |
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| Johnson Controls International Plc equity (JCI) | 0.1 | $253k | 2.3k | 109.95 |
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| Kinder Morgan (KMI) | 0.1 | $251k | -30% | 8.9k | 28.31 |
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| Intel Corporation (INTC) | 0.1 | $251k | -34% | 7.5k | 33.55 |
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| Unilever Adr (UL) | 0.1 | $250k | 4.2k | 59.28 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $248k | 497.00 | 498.89 |
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| SYSCO Corporation (SYY) | 0.1 | $238k | 2.9k | 82.34 |
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| Truist Financial Corp equities (TFC) | 0.0 | $230k | -36% | 5.0k | 45.72 |
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| Real Estate Sector SPDR Etf (XLRE) | 0.0 | $230k | 5.5k | 42.13 |
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| iShares - Expanded Tech. Sector Index Etf (IGM) | 0.0 | $227k | 1.8k | 125.95 |
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| Schwab US AGG Bnd ETF Etf (SCHZ) | 0.0 | $226k | 9.6k | 23.47 |
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| Phillips 66 (PSX) | 0.0 | $225k | NEW | 1.7k | 136.02 |
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| iShares iBonds Dec 2032 Corp Bond ETF Etf (IBDX) | 0.0 | $217k | NEW | 8.5k | 25.62 |
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| Duke Energy (DUK) | 0.0 | $216k | 1.7k | 123.75 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $214k | NEW | 2.0k | 108.96 |
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| Capital One Financial (COF) | 0.0 | $203k | 957.00 | 212.58 |
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| PPG Industries (PPG) | 0.0 | $202k | 1.9k | 105.11 |
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| Trane Technologies (TT) | 0.0 | $200k | 475.00 | 421.96 |
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Past Filings by Newman Dignan & Sheerar
SEC 13F filings are viewable for Newman Dignan & Sheerar going back to 2012
- Newman Dignan & Sheerar 2025 Q3 filed Oct. 9, 2025
- Newman Dignan & Sheerar 2025 Q2 filed July 18, 2025
- Newman Dignan & Sheerar 2025 Q1 restated filed May 14, 2025
- Newman Dignan & Sheerar 2025 Q1 filed May 2, 2025
- Newman Dignan & Sheerar 2024 Q4 filed Jan. 30, 2025
- Newman Dignan & Sheerar 2024 Q3 filed Nov. 12, 2024
- Newman Dignan & Sheerar 2024 Q2 filed July 15, 2024
- Newman Dignan & Sheerar 2024 Q1 filed April 29, 2024
- Newman Dignan & Sheerar 2023 Q4 filed Feb. 9, 2024
- Newman Dignan & Sheerar 2023 Q3 filed Nov. 8, 2023
- Newman Dignan & Sheerar 2023 Q2 filed Aug. 2, 2023
- Newman Dignan & Sheerar 2023 Q1 filed April 28, 2023
- Newman Dignan & Sheerar 2022 Q4 filed Jan. 20, 2023
- Newman Dignan & Sheerar 2022 Q3 filed Oct. 18, 2022
- Newman Dignan & Sheerar 2022 Q2 filed Aug. 3, 2022
- Newman Dignan & Sheerar 2022 Q1 filed April 14, 2022