Newman Dignan & Sheerar

Latest statistics and disclosures from Newman Dignan & Sheerar's latest quarterly 13F-HR filing:

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Portfolio Holdings for Newman Dignan & Sheerar

Companies in the Newman Dignan & Sheerar portfolio as of the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Dow Jones US Sm-Cap ETF Etf (SCHA) 13.5 $47M 47k 1001.00
Schwab Dow Jones US Large Cap ETF Etf (SCHX) 5.2 $18M 173k 104.03
Schwab Dow Jones US Div Eq ETF Etf (SCHD) 4.9 $17M 228k 74.24
Apple (AAPL) 3.3 $11M 80k 141.50
Aberdeen Standard Physical Swiss Gold Shares Etf etf (SGOL) 2.8 $9.8M +3% 584k 16.85
Schwab Dow Jones US Large Growth ETF Etf (SCHG) 2.8 $9.8M 66k 148.09
Microsoft Corporation (MSFT) 2.7 $9.4M 33k 281.91
Schwab US AGG Bnd ETF Etf (SCHZ) 2.6 $9.1M -2% 168k 54.26
Schwab Dow Jones US Large Value ETF Etf (SCHV) 2.5 $8.6M 128k 67.48
Alphabet Inc Class A cs (GOOGL) 2.5 $8.6M 3.2k 2673.39
First Trust Preferred Sec & Inc ETF Etf (FPE) 1.9 $6.5M NEW 317k 20.54
Schwab Dow Jones US Mid-Cap ETF Etf (SCHM) 1.8 $6.3M 82k 76.66
Proshares S&P 500 Div Aristocrats Etf (NOBL) 1.7 $6.0M 68k 88.53
Johnson & Johnson (JNJ) 1.4 $4.9M 30k 161.49

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Merck & Co (MRK) 1.1 $4.0M 53k 75.10
JPMorgan Chase & Co. (JPM) 1.1 $3.8M 23k 163.71
Amazon (AMZN) 1.0 $3.5M 1.1k 3285.18
iShares S&P Smallcap 600 Index ETF Etf (IJR) 1.0 $3.5M 32k 109.20
SPDR S&P Dividend ETF Etf (SDY) 1.0 $3.5M -6% 30k 117.54
iShares S&P Midcap 400 Index ETF Etf (IJH) 1.0 $3.4M 13k 263.08
Lowe's Companies (LOW) 1.0 $3.3M 16k 202.83
Schwab FTSE Developed ex-US ETF Etf (SCHF) 0.9 $3.3M +4% 85k 38.70
Medtronic (MDT) 0.9 $3.0M 24k 125.33
Alphabet Inc Class C cs (GOOG) 0.9 $3.0M 1.1k 2665.49
Vanguard S&P 500 ETF Etf (VOO) 0.9 $3.0M -2% 7.6k 394.41
Procter & Gamble Company (PG) 0.9 $3.0M 21k 139.80
Verizon Communications (VZ) 0.8 $2.8M 52k 54.02
SPDR Gold Shares Etf (GLD) 0.8 $2.7M 17k 164.23
Pepsi (PEP) 0.8 $2.7M 18k 150.43
Walt Disney Company (DIS) 0.7 $2.6M 15k 169.17
Applied Finance Valuation Lg Cap ETF Etf (VSLU) 0.7 $2.5M +168% 98k 25.76
Vanguard FTSE All-World ex-USA ETF Etf (VEU) 0.7 $2.3M +2% 39k 60.97
Bank of America Corporation (BAC) 0.7 $2.3M 55k 42.46
Vanguard REIT Etf (VNQ) 0.6 $2.2M 22k 101.78
CVS Caremark Corporation (CVS) 0.6 $2.2M 26k 84.85
Vanguard Growth ETF Etf (VUG) 0.6 $2.2M -3% 7.5k 290.12
Vanguard Value ETF Etf (VTV) 0.6 $2.2M 16k 135.34
Amgen (AMGN) 0.6 $2.1M 10k 212.70
NVIDIA Corporation (NVDA) 0.6 $2.1M +328% 10k 207.17
L3harris Technologies (LHX) 0.6 $2.1M 9.5k 220.22
Intel Corporation (INTC) 0.6 $2.0M -22% 38k 53.28
Cisco Systems (CSCO) 0.6 $2.0M 37k 54.42
Danaher Corporation (DHR) 0.6 $2.0M -4% 6.6k 304.39
Spdr S&p 500 Etf Etf (SPY) 0.6 $2.0M 4.6k 429.19
SPDR Blmbrg Brcly 1-10 Yr TIP Etf (TIPX) 0.6 $2.0M -32% 93k 21.10
Berkshire Hathaway (BRK.B) 0.6 $1.9M 7.0k 272.90
Paypal Holdings (PYPL) 0.5 $1.9M 7.1k 260.23
Union Pacific Corporation (UNP) 0.5 $1.8M 9.4k 195.96
Quanta Services (PWR) 0.5 $1.8M 16k 113.79
Vanguard Div Appreciation ETF Etf (VIG) 0.5 $1.6M -4% 11k 153.60
Thermo Fisher Scientific (TMO) 0.5 $1.6M 2.8k 571.18
Home Depot (HD) 0.5 $1.6M -3% 4.7k 328.35
Truist Financial Corp equities (TFC) 0.4 $1.5M +3% 26k 58.65
SPDR S&P Biotech ETF Etf (XBI) 0.4 $1.5M +2% 12k 125.74
McDonald's Corporation (MCD) 0.4 $1.5M 6.2k 241.08
Sch Fundamental EM Lg Co ETF Etf (FNDE) 0.4 $1.5M +15% 46k 32.22
Pfizer (PFE) 0.4 $1.5M 34k 43.02
International Business Machines (IBM) 0.4 $1.4M +2% 10k 138.91
Global Payments (GPN) 0.4 $1.4M +53% 8.8k 157.61
Fiserv (FISV) 0.4 $1.4M +10% 13k 108.49
Facebook Inc cl a (FB) 0.4 $1.4M 4.0k 339.29
SPDR DoubleLine EM ETF Etf (EMTL) 0.4 $1.4M 27k 50.32
Visa (V) 0.4 $1.3M -19% 6.0k 222.76
Chevron Corporation (CVX) 0.4 $1.3M 13k 101.42
JH/DFA Small Cap Value ETF Etf (JHSC) 0.4 $1.3M +5% 38k 34.56
Emerson Electric (EMR) 0.4 $1.3M +15% 14k 94.19
Raytheon Technologies Corp (RTX) 0.4 $1.3M 15k 85.96
Broadcom (AVGO) 0.4 $1.3M +29% 2.6k 484.68
Bristol Myers Squibb (BMY) 0.4 $1.2M 21k 59.18
salesforce (CRM) 0.4 $1.2M 4.5k 271.30
Nike (NKE) 0.4 $1.2M 8.4k 145.23
Palo Alto Networks (PANW) 0.3 $1.2M 2.5k 479.12
Exxon Mobil Corporation (XOM) 0.3 $1.1M +6% 19k 58.81
SPDR Doubleline Ttl Rtrn Etf (TOTL) 0.3 $1.0M +2% 21k 48.33
Invesco Biotech & Genomics ETF Etf (PBE) 0.3 $988k 13k 74.84
Automatic Data Processing (ADP) 0.3 $979k 4.9k 199.84
Blackstone Group Inc Com Cl A (BX) 0.3 $973k 8.4k 116.35
Kulicke and Soffa Industries (KLIC) 0.3 $920k +31% 16k 58.31
iShares S&P 500 Barra Gr Etf (IVW) 0.3 $903k -3% 12k 73.95
Pimco Intermediate Muni ETF Etf (MUNI) 0.3 $886k NEW 16k 56.39
MasterCard Incorporated (MA) 0.3 $880k +2% 2.5k 347.55
Nextera Energy (NEE) 0.3 $868k -7% 11k 78.57
SPDR Technology Select Sector Etf (XLK) 0.2 $860k 5.8k 149.38
Vanguard Mid-Cap ETF Etf (VO) 0.2 $839k 3.5k 236.87
Catchmark Timber Tr Inc cl a (CTT) 0.2 $833k -3% 70k 11.86
Qualcomm (QCOM) 0.2 $772k 6.0k 128.95
Roper Industries (ROP) 0.2 $770k 1.7k 446.12
Mondelez Int (MDLZ) 0.2 $769k +5% 13k 58.21
Illinois Tool Works (ITW) 0.2 $761k 3.7k 206.51
Alibaba Group Hldg Adr (BABA) 0.2 $753k -45% 5.1k 148.02
SPDR MSCI Acwi Ex-US Etf (CWI) 0.2 $722k +3% 25k 28.97
Schwab Dow Jones US Broad Mkt ETF Etf (SCHB) 0.2 $717k 6.9k 103.88
Vanguard Consumer Staples ETF Etf (VDC) 0.2 $705k -12% 3.9k 179.30
Abbott Laboratories (ABT) 0.2 $690k -2% 5.8k 118.05
Vanguard Small-Cap Value ETF Etf (VBR) 0.2 $675k 4.0k 169.26
Stanley Black & Decker (SWK) 0.2 $674k 3.8k 175.25
Tyson Foods (TSN) 0.2 $637k 8.1k 78.99
Wal-Mart Stores (WMT) 0.2 $637k +21% 4.6k 139.39
Coca-Cola Company (KO) 0.2 $598k 11k 52.51
Oracle Corporation (ORCL) 0.2 $592k 6.8k 87.12
Citizens Financial (CFG) 0.2 $565k 12k 47.01
S&P 400 Mid-Cap SPDR ETF Etf (MDY) 0.2 $552k 1.1k 480.84
American Tower Reit (AMT) 0.2 $548k 2.1k 265.63
At&t (T) 0.2 $547k +5% 20k 27.00
State Street Corporation (STT) 0.2 $530k 6.3k 84.71
United Parcel Service (UPS) 0.2 $527k +18% 2.9k 181.91
iShares S&P 500 Value ETF Etf (IVE) 0.2 $522k -5% 3.6k 145.40
Lockheed Martin Corporation (LMT) 0.1 $508k +11% 1.5k 345.11
Commercial Metals Company (CMC) 0.1 $506k 17k 30.45
Public Service Enterprise (PEG) 0.1 $498k -4% 8.2k 60.90
First Trust TCWOpportunistic Fxd Inc ETF Etf (FIXD) 0.1 $482k +37% 9.0k 53.53
Allstate Corporation (ALL) 0.1 $480k 3.8k 127.42
TJX Companies (TJX) 0.1 $474k -11% 7.2k 65.93
Dominion Resources (D) 0.1 $466k 6.4k 72.97
Philip Morris International (PM) 0.1 $425k +28% 4.5k 94.72
Constellation Brands (STZ) 0.1 $421k +5% 2.0k 210.61
Abbvie (ABBV) 0.1 $421k 3.9k 107.76
Vanguard Small Cap ETF Etf (VB) 0.1 $419k 1.9k 218.68
Aon (AON) 0.1 $419k -30% 1.5k 285.81
Vanguard Sht-Term Infl Prot Sec ETF Etf (VTIP) 0.1 $419k 8.0k 52.60
Applied Materials (AMAT) 0.1 $414k 3.2k 128.73
General Electric (GE) 0.1 $409k NEW 4.0k 103.02
Vanguard Short-Term Bond ETF Etf (BSV) 0.1 $409k 5.0k 81.88
Skyworks Solutions (SWKS) 0.1 $397k 2.4k 164.80
SPDR Sr Innovative Tech Etf (XITK) 0.1 $397k +4% 1.8k 215.64
Sch Fundamental US Large Co ETF Etf (FNDX) 0.1 $394k +6% 7.3k 53.97
Citigroup (C) 0.1 $378k 5.4k 70.14
Starbucks Corporation (SBUX) 0.1 $372k +11% 3.4k 110.29
Chase Corporation (CCF) 0.1 $369k -4% 3.6k 102.22
Western Asset Municipal Hgh Incm Fnd (MHF) 0.1 $365k 46k 7.94
iShares MBS ETF Etf (MBB) 0.1 $365k 3.4k 108.18
Target Corporation (TGT) 0.1 $358k 1.6k 228.90
KLA-Tencor Corporation (KLAC) 0.1 $352k +11% 1.1k 333.97
Vanguard Mid Cap Value ETF Etf (VOE) 0.1 $349k 2.5k 139.43
Altria (MO) 0.1 $348k +35% 7.6k 45.58
Schwab FTSE Emerging Mkt ETF Etf (SCHE) 0.1 $347k 11k 30.48
Nuveen Inter Dur Qlty Muni Etf (NIQ) 0.1 $345k 24k 14.65
Dupont De Nemours (DD) 0.1 $341k 5.0k 68.00
iShares Floating Rate Bond ETF Etf (FLOT) 0.1 $331k 6.5k 50.87
Schwab US TIPS ETF Etf (SCHP) 0.1 $330k 5.3k 62.64
Eli Lilly & Co. (LLY) 0.1 $330k +16% 1.4k 230.77
Beauty Health (SKINW) 0.1 $328k NEW 23k 14.49
3M Company (MMM) 0.1 $328k 1.9k 175.59
Servicenow (NOW) 0.1 $326k +15% 524.00 622.14
Intuit (INTU) 0.1 $325k 602.00 539.87
iShares MSCI USA Momentum Etf (MTUM) 0.1 $321k 1.8k 175.51
Invesco Preferred PFD (PGX) 0.1 $321k -2% 21k 15.03
Diageo (DEO) 0.1 $319k 1.7k 193.22
HACK- PureFunds ISE Cyber Security ETF Etf (HACK) 0.1 $309k +5% 5.1k 60.89
Duke Energy (DUK) 0.1 $308k NEW 3.2k 97.62
Novartis (NVS) 0.1 $306k 3.7k 81.84
Advanced Micro Devices (AMD) 0.1 $305k NEW 3.0k 103.01
Shopify Inc cl a (SHOP) 0.1 $301k +2% 222.00 1355.86
Goldman Sachs (GS) 0.1 $292k -5% 772.00 378.24
iShares Sht-Term National Muni ETF Etf (SUB) 0.1 $291k 2.7k 107.62
Gldmn Sachs ActiveBeta Emrg Mkts Etf (GEM) 0.1 $282k 7.6k 37.16
iShares Russell 2000 Index Fund ETF Etf (IWM) 0.1 $279k 1.3k 218.82
PPG Industries (PPG) 0.1 $275k 1.9k 143.23
Crowdstrike Hldgs Inc cl a (CRWD) 0.1 $274k +9% 1.1k 245.74
Dow (DOW) 0.1 $269k 4.7k 57.55
Hp (HPQ) 0.1 $267k -6% 9.8k 27.32
iShares Inv. Grade Corp. Bd. Etf (LQD) 0.1 $263k 2.0k 133.16
SYSCO Corporation (SYY) 0.1 $256k 3.3k 78.43
Becton, Dickinson and (BDX) 0.1 $253k 1.0k 246.11
Unilever Adr (UL) 0.1 $248k 4.6k 54.15
Carrier Global Corporation (CARR) 0.1 $245k 4.7k 51.68
Invesco S&P 500 Low Volatility ETF Etf (SPLV) 0.1 $245k 4.0k 60.82
Wells Fargo & Company (WFC) 0.1 $239k 5.1k 46.50
Norfolk Southern (NSC) 0.1 $239k 1.0k 239.00
Eversource Energy (ES) 0.1 $236k 2.9k 81.69
ConocoPhillips (COP) 0.1 $231k 3.4k 67.84
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $228k 1.3k 181.24
Vanguard Info Technology Etf (VGT) 0.1 $224k 557.00 402.15
Boeing Company (BA) 0.1 $222k 1.0k 220.02
Vanguard S&P 500 Growth Etf (VOOG) 0.1 $221k 830.00 266.27
Invesco Financia PFD (PGF) 0.1 $221k 12k 18.96
Paychex (PAYX) 0.1 $219k NEW 1.9k 112.37
Te Connectivity Ltd for (TEL) 0.1 $213k -11% 1.6k 137.42
Costco Wholesale Corporation (COST) 0.1 $213k NEW 473.00 450.32
Invesco S&P 500 Eq. Wgt. ETF Etf (RSP) 0.1 $211k -5% 1.4k 149.75
IPAY - ETFMG Mobile Payments Etf (IPAY) 0.1 $210k 3.1k 67.81
Northrop Grumman Corporation (NOC) 0.1 $202k 560.00 360.71
Clearside Biomedical (CLSD) 0.0 $129k NEW 22k 5.99
Osisko Gold Royalties (OR) 0.0 $125k NEW 11k 11.22
Energy Transfer Equity (ET) 0.0 $115k NEW 12k 9.58
Sundial Growers (SNDL) 0.0 $69k NEW 101k 0.68
Ovid Therapeutics (OVID) 0.0 $52k NEW 16k 3.35
Histogen (HSTO) 0.0 $40k NEW 53k 0.76
Medicenna Therapeutics Corp. (MDNA) 0.0 $36k NEW 13k 2.79
Aptose Biosciences (APTO) 0.0 $28k NEW 13k 2.17
Oncolytics Biotech (ONCY) 0.0 $27k NEW 13k 2.09
Solid Biosciences (SLDB) 0.0 $24k NEW 10k 2.39
Polarityte (PTE) 0.0 $13k NEW 21k 0.62
Labrador Iron Mines Holdings 0.0 $11k NEW 97k 0.11
Oragenics (OGEN) 0.0 $7.0k NEW 11k 0.67

Past Filings by Newman Dignan & Sheerar

SEC 13F filings are viewable for Newman Dignan & Sheerar going back to 2012

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