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 2020 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) 5.6 $13M +2% 165k 80.63
Schwab Dow Jones US Div Eq ETF Etf (SCHD) 5.2 $12M +2% 223k 55.30
Schwab US AGG Bnd ETF Etf (SCHZ) 4.7 $11M 202k 56.08
Apple (AAPL) 4.1 $9.7M +302% 84k 115.81
Schwab Dow Jones US Large Growth ETF Etf (SCHG) 4.1 $9.7M 84k 115.17
Microsoft Corporation (MSFT) 3.2 $7.8M 37k 210.32
Schwab Dow Jones US Large Value ETF Etf (SCHV) 2.7 $6.4M 122k 52.19
First Trust Preferred Sec & Inc ETF Etf (FPE) 2.4 $5.7M +2% 296k 19.17
ETFS Phys. Swiss Gold Shares Etf (SGOL) 2.3 $5.6M NEW 307k 18.15
Alphabet Inc Class A cs (GOOGL) 2.0 $4.9M +2% 3.3k 1465.62
Proshares S&P 500 Div Aristocrats Etf (NOBL) 2.0 $4.7M +2% 65k 72.16
Johnson & Johnson (JNJ) 1.9 $4.5M 31k 148.90
Merck & Co (MRK) 1.9 $4.5M 54k 82.94
Schwab Dow Jones US Mid-Cap ETF Etf (SCHM) 1.8 $4.3M 78k 55.48

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Schwab Dow Jones US Sm-Cap ETF Etf (SCHA) 1.4 $3.3M 49k 68.33
Intel Corporation (INTC) 1.4 $3.3M 64k 51.77
Procter & Gamble Company (PG) 1.3 $3.0M 22k 138.98
SPDR S&P Dividend ETF Etf (SDY) 1.2 $3.0M -2% 32k 92.41
Amazon (AMZN) 1.2 $2.9M +8% 922.00 3148.59
Lowe's Companies (LOW) 1.2 $2.9M 17k 165.86
Alibaba Group Hldg Adr (BABA) 1.2 $2.8M +16% 9.6k 293.94
Verizon Communications (VZ) 1.2 $2.8M +2% 48k 59.49
Amgen (AMGN) 1.1 $2.7M 11k 254.15
Medtronic (MDT) 1.1 $2.6M NEW 25k 103.93
SPDR Gold Shares Etf (GLD) 1.1 $2.6M +2% 15k 177.13
Pepsi (PEP) 1.0 $2.5M 18k 138.58
iShares S&P Midcap 400 Index ETF Etf (IJH) 1.0 $2.4M -2% 13k 185.27
JPMorgan Chase & Co. (JPM) 1.0 $2.3M 24k 96.25
Vanguard S&P 500 ETF Etf (VOO) 1.0 $2.3M +8% 7.5k 307.69
Schwab FTSE Developed ex-US ETF Etf (SCHF) 0.9 $2.2M 71k 31.39
iShares S&P Smallcap 600 Index ETF Etf (IJR) 0.9 $2.1M 30k 70.24
Walt Disney Company (DIS) 0.9 $2.1M 17k 124.07
Vanguard Growth ETF Etf (VUG) 0.9 $2.1M 9.1k 227.61
Cisco Systems (CSCO) 0.8 $1.9M -9% 48k 39.38
Union Pacific Corporation (UNP) 0.8 $1.8M +3% 9.3k 196.83
Vanguard FTSE All-World ex-USA ETF Etf (VEU) 0.8 $1.8M 36k 50.45
Alphabet Inc Class C cs (GOOG) 0.7 $1.7M -2% 1.1k 1469.24
Vanguard REIT Etf (VNQ) 0.7 $1.7M 21k 78.97
Vanguard Value ETF Etf (VTV) 0.7 $1.7M 16k 104.52
L3harris Technologies (LHX) 0.7 $1.6M +2% 9.5k 169.89
CVS Caremark Corporation (CVS) 0.7 $1.6M 27k 58.41
Berkshire Hathaway (BRK.B) 0.7 $1.6M 7.4k 212.95
Spdr S&p 500 Etf Etf (SPY) 0.7 $1.6M 4.7k 334.91
Visa (V) 0.6 $1.5M 7.7k 199.92
Danaher Corporation (DHR) 0.6 $1.5M +5% 7.0k 215.27
Vanguard Div Appreciation ETF Etf (VIG) 0.6 $1.4M +3% 11k 128.65
Bank of America Corporation (BAC) 0.6 $1.4M 58k 24.09
McDonald's Corporation (MCD) 0.6 $1.4M 6.3k 219.48
Paypal Holdings (PYPL) 0.6 $1.3M 6.8k 196.96
Facebook Inc cl a (FB) 0.5 $1.3M +9% 5.0k 261.87
Thermo Fisher Scientific (TMO) 0.5 $1.3M +9% 2.9k 441.50
Home Depot (HD) 0.5 $1.2M +2% 4.4k 277.65
International Business Machines (IBM) 0.5 $1.2M +4% 10k 121.64
Pfizer (PFE) 0.5 $1.2M 33k 36.70
SPDR Blmbrg Brcly 1-10 Yr TIP Etf (TIPX) 0.5 $1.2M +1479% 58k 20.74
NVIDIA Corporation (NVDA) 0.5 $1.2M +8% 2.2k 541.04
salesforce (CRM) 0.5 $1.2M +22% 4.7k 251.27
Bristol Myers Squibb (BMY) 0.5 $1.2M -2% 20k 60.28
SPDR S&P Biotech ETF Etf (XBI) 0.5 $1.1M +3% 9.7k 111.40
Quanta Services (PWR) 0.4 $1.1M 20k 52.85
Global Payments (GPN) 0.4 $1.0M NEW 5.8k 177.63
Fiserv (FISV) 0.4 $1.0M +2% 9.9k 103.01
At&t (T) 0.4 $1.0M -6% 35k 28.52
SPDR DoubleLine EM ETF Etf (EMTL) 0.4 $963k 19k 49.90
Truist Financial Corp equities (TFC) 0.4 $938k +2% 25k 38.05
Chevron Corporation (CVX) 0.4 $909k 13k 71.97
Raytheon Technologies Corp (RTX) 0.4 $902k NEW 16k 57.53
Pimco Intermediate Muni ETF Etf (MUNI) 0.4 $895k -7% 16k 56.20
Vanguard Consumer Staples ETF Etf (VDC) 0.4 $840k 5.1k 163.46
Emerson Electric (EMR) 0.3 $800k 12k 65.55
Roper Industries (ROP) 0.3 $797k 2.0k 395.14
iShares S&P 500 Barra Gr Etf (IVW) 0.3 $794k 3.4k 231.02
Invesco Biotech & Genomics ETF Etf (PBE) 0.3 $789k NEW 14k 56.60
iShares Core Total U.S. AGG Etf (AGG) 0.3 $775k 6.6k 118.01
MasterCard Incorporated (MA) 0.3 $773k 2.3k 338.15
Illinois Tool Works (ITW) 0.3 $727k -2% 3.8k 193.25
Nike (NKE) 0.3 $695k +4% 5.5k 125.54
Automatic Data Processing (ADP) 0.3 $690k 4.9k 139.53
Abbott Laboratories (ABT) 0.3 $676k 6.2k 108.86
Exxon Mobil Corporation (XOM) 0.3 $671k +2% 20k 34.32
TJX Companies (TJX) 0.3 $664k 12k 55.64
Mondelez Int (MDLZ) 0.3 $635k +6% 11k 57.45
SPDR Technology Select Sector Etf (XLK) 0.3 $632k 5.4k 116.69
Stanley Black & Decker (SWK) 0.3 $631k NEW 3.9k 162.09
Qualcomm (QCOM) 0.3 $625k +2% 5.3k 117.70
Schwab Dow Jones US Broad Mkt ETF Etf (SCHB) 0.3 $620k 7.8k 79.64
Palo Alto Networks (PANW) 0.3 $604k +2% 2.5k 244.83
Coca-Cola Company (KO) 0.2 $593k 12k 49.40
JH/DFA Small Cap Value ETF Etf (JHSC) 0.2 $519k NEW 21k 24.39
Dominion Resources (D) 0.2 $518k 6.6k 78.90
SPDR Doubleline Ttl Rtrn Etf (TOTL) 0.2 $518k +8% 11k 49.32
Nextera Energy (NEE) 0.2 $507k 1.8k 277.50
Wal-Mart Stores (WMT) 0.2 $505k +14% 3.6k 139.93
SPDR MSCI Acwi Ex-US Etf (CWI) 0.2 $492k -8% 21k 24.05
Catchmark Timber Tr Inc cl a (CTT) 0.2 $479k +7% 54k 8.92
Lockheed Martin Corporation (LMT) 0.2 $476k +13% 1.2k 382.94
Tyson Foods (TSN) 0.2 $467k 7.9k 59.45
Vanguard Mid-Cap ETF Etf (VO) 0.2 $462k NEW 2.6k 176.27
Vanguard Short-Term Bond ETF Etf (BSV) 0.2 $462k 5.6k 83.09
American Tower Reit (AMT) 0.2 $461k +12% 1.9k 241.61
Public Service Enterprise (PEG) 0.2 $455k 8.3k 54.94
State Street Corporation (STT) 0.2 $448k 7.6k 59.34
Citizens Financial (CFG) 0.2 $440k -3% 17k 25.26
AON Corp Adr (AON) 0.2 $437k NEW 2.1k 206.42
iShares S&P 500 Value ETF Etf (IVE) 0.2 $437k 3.9k 112.43
Oracle Corporation (ORCL) 0.2 $418k 7.0k 59.76
Vanguard Small-Cap Value ETF Etf (VBR) 0.2 $409k -4% 3.7k 110.51
Vanguard Sht-Term Infl Prot Sec ETF Etf (VTIP) 0.2 $397k +14% 7.8k 50.97
Abbvie (ABBV) 0.2 $371k +16% 4.2k 87.56
iShares MBS ETF Etf (MBB) 0.2 $368k -21% 3.3k 110.28
Broadcom (AVGO) 0.2 $364k NEW 999.00 364.36
S&P 400 Mid-Cap SPDR ETF Etf (MDY) 0.2 $363k 1.1k 339.25
Chase Corporation (CCF) 0.2 $362k 3.8k 95.51
iShares Inv. Grade Corp. Bd. Etf (LQD) 0.1 $351k 2.6k 134.74
Novartis A G Adr (NVS) 0.1 $350k 4.0k 86.91
Skyworks Solutions (SWKS) 0.1 $340k 2.3k 145.49
Western Asset Muni Hi Income Etf (MHF) 0.1 $331k 45k 7.44
iShares Floating Rate Bond ETF Etf (FLOT) 0.1 $329k 6.5k 50.69
Nuveen Inter Dur Qlty Muni Etf (NIQ) 0.1 $326k 23k 14.31
iShares Barclays 7-10 Yr Govt. Etf (IEF) 0.1 $322k 2.6k 121.83
Vanguard Short-Term Corp Bond ETF Etf (VCSH) 0.1 $321k 3.9k 82.77
Vanguard S&P 500 Growth Etf (VOOG) 0.1 $320k NEW 1.5k 208.47
Wells Fargo & Co 7.50pcnt P PFD (WFC.PL) 0.1 $319k 238.00 1340.34
3M Company (MMM) 0.1 $315k 2.0k 160.06
Tesla Motors (TSLA) 0.1 $314k +311% 732.00 428.96
Applied Materials (AMAT) 0.1 $310k 5.2k 59.50
Schwab US TIPS ETF Etf (SCHP) 0.1 $310k +21% 5.0k 61.62
Invesco Preferred PFD (PGX) 0.1 $300k NEW 20k 14.75
Philip Morris International (PM) 0.1 $298k -4% 4.0k 74.95
Target Corporation (TGT) 0.1 $296k 1.9k 157.20
Vanguard Small Cap ETF Etf (VB) 0.1 $294k -13% 1.9k 153.77
iShares Sht-Term National Muni ETF Etf (SUB) 0.1 $290k 2.7k 108.21
Du Pont E I De Nemours Adr (DD) 0.1 $283k 5.1k 55.53
Unilever Nv Adr- Netherlands Adr (UN) 0.1 $283k NEW 4.7k 60.47
Citigroup (C) 0.1 $271k -7% 6.3k 43.17
iShares MSCI USA Momentum Etf (MTUM) 0.1 $270k 1.8k 147.62
Blackstone Group Inc Com Cl A (BX) 0.1 $268k NEW 5.1k 52.20
Eversource Energy (ES) 0.1 $262k -3% 3.1k 83.60
Vanguard Mid Cap Value ETF Etf (VOE) 0.1 $250k NEW 2.5k 101.42
PPG Industries (PPG) 0.1 $247k -2% 2.0k 122.28
Constellation Brands (STZ) 0.1 $244k +16% 1.3k 189.44
Schwab FTSE Emerging Mkt ETF Etf (SCHE) 0.1 $243k -3% 9.1k 26.79
SPDR Sr Innovative Tech Etf (XITK) 0.1 $241k NEW 1.4k 168.89
Eli Lilly & Co. (LLY) 0.1 $240k NEW 1.6k 147.97
Becton, Dickinson and (BDX) 0.1 $239k 1.0k 232.49
Gldmn Sachs ActiveBeta Emrg Mkts Etf (GEM) 0.1 $238k -2% 7.3k 32.80
Zynex (ZYXI) 0.1 $236k +10% 14k 17.42
Diageo (DEO) 0.1 $227k 1.7k 137.49
Invesco S&P 500 Low Volatility ETF Etf (SPLV) 0.1 $227k NEW 4.2k 53.58
Dow (DOW) 0.1 $226k NEW 4.8k 47.13
Invesco Financia PFD (PGF) 0.1 $225k NEW 12k 18.74
Vanguard Intl REIT Etf (VNQI) 0.1 $224k 4.6k 48.59
Hp (HPQ) 0.1 $222k NEW 12k 18.98
Shopify Inc cl a (SHOP) 0.1 $220k -4% 215.00 1023.26
Invesco S&P 500 Eq. Wgt. ETF Etf (RSP) 0.1 $219k NEW 2.0k 108.26
Altria (MO) 0.1 $214k 5.5k 38.66
Norfolk Southern (NSC) 0.1 $214k NEW 1.0k 214.00
Nio Adr (NIO) 0.1 $212k NEW 10k 21.22
Sch Fundamental US Large Co ETF Etf (FNDX) 0.1 $211k 5.5k 38.65
SYSCO Corporation (SYY) 0.1 $202k NEW 3.3k 62.08
HACK- PureFunds ISE Cyber Security ETF Etf (HACK) 0.1 $200k NEW 4.3k 46.43
Osisko Gold Royalties (OR) 0.1 $135k NEW 11k 11.87
Cormedix Inc cormedix (CRMD) 0.0 $92k NEW 15k 6.02

Past Filings by Newman Dignan & Sheerar

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