Newman Dignan & Sheerar

Newman Dignan & Sheerar as of March 31, 2025

Portfolio Holdings for Newman Dignan & Sheerar

Newman Dignan & Sheerar holds 176 positions in its portfolio as reported in the March 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) 9.4 $34M 1.6M 22.08
Schwab Dow Jones US Div Eq ETF Etf (SCHD) 6.7 $25M 879k 27.96
VictoryShares Core Intermediate Bond ETF Etf (UITB) 5.2 $19M 403k 46.94
Apple (AAPL) 4.1 $15M 68k 222.13
ETFS Phys. Swiss Gold Shares Etf (SGOL) 3.6 $13M 438k 29.82
Microsoft Corporation (MSFT) 3.0 $11M 30k 375.39
Alphabet Inc Class A cs (GOOGL) 2.4 $8.8M 57k 154.64
Dimensional Emerg Core Equity Mkt ETF Etf (DFAE) 2.4 $8.7M 336k 25.89
Vanguard Tax-Exempt Bond ETF Etf (VTEB) 2.2 $8.1M 163k 49.62
NVIDIA Corporation (NVDA) 2.0 $7.3M 68k 108.38
Vanguard S&P 500 ETF Etf (VOO) 1.9 $6.9M 14k 513.92
Schwab FTSE Developed ex-US ETF Etf (SCHF) 1.8 $6.5M 329k 19.78
First Trust Preferred Sec & Inc ETF Etf (FPE) 1.7 $6.2M 354k 17.59
Goldman Sachs ActiveBeta Intl Eq ETF Etf (GSIE) 1.7 $6.0M 170k 35.65
Schwab Dow Jones US Large Growth ETF Etf (SCHG) 1.6 $6.0M 238k 25.04
JPMorgan Chase & Co. (JPM) 1.5 $5.4M 22k 245.30
Amazon (AMZN) 1.5 $5.3M 28k 190.26
Broadcom (AVGO) 1.3 $4.6M 28k 167.43
Schwab Dow Jones US Large Value ETF Etf (SCHV) 1.2 $4.4M 164k 26.58
J.P. Morgan Municipal ETF Etf (JMUB) 1.2 $4.3M 86k 50.00
Schwab Dow Jones US Mid-Cap ETF Etf (SCHM) 1.2 $4.3M 164k 26.20
Merck & Co (MRK) 1.2 $4.2M 47k 89.76
Vanguard Mid-Cap ETF Etf (VO) 1.1 $4.2M 16k 258.62
iShares S&P Midcap 400 Index ETF Etf (IJH) 1.1 $4.0M 68k 58.35
Schwab Dow Jones US Sm-Cap ETF Etf (SCHA) 1.0 $3.6M 154k 23.43
Procter & Gamble Company (PG) 1.0 $3.5M 21k 170.42
Berkshire Hathaway (BRK.B) 0.9 $3.5M 6.5k 532.58
Proshares S&P 500 Div Aristocrats Etf (NOBL) 0.9 $3.4M 33k 102.18
SPDR Gold Shares Etf (GLD) 0.8 $3.1M 11k 288.14
Facebook Inc cl a (META) 0.8 $3.1M 5.4k 576.39
Dimensional International Core Equity Mkt ETF Etf (DFAI) 0.8 $3.0M 96k 31.23
Vanguard FTSE All-World ex-USA ETF Etf (VEU) 0.8 $3.0M 50k 60.66
Fiserv (FI) 0.8 $2.8M 13k 220.83
Raytheon Technologies Corp (RTX) 0.8 $2.8M 21k 132.46
iShares S&P Smallcap 600 Index ETF Etf (IJR) 0.7 $2.7M 26k 104.57
Lowe's Companies (LOW) 0.7 $2.7M 12k 233.23
SPDR S&P Dividend ETF Etf (SDY) 0.7 $2.6M 19k 135.68
International Business Machines (IBM) 0.7 $2.5M 10k 248.66
Chevron Corporation (CVX) 0.7 $2.5M 15k 167.29
Amgen (AMGN) 0.7 $2.5M 8.1k 311.57
Quanta Services (PWR) 0.7 $2.5M 9.9k 254.17
Spdr S&p 500 Etf Etf (SPY) 0.7 $2.5M 4.4k 559.44
Palo Alto Networks (PANW) 0.7 $2.4M 14k 170.64
Pepsi (PEP) 0.6 $2.4M 16k 149.94
Alphabet Inc Class C cs (GOOG) 0.6 $2.3M 15k 156.23
Bank of America Corporation (BAC) 0.6 $2.3M 54k 41.73
Union Pacific Corporation (UNP) 0.6 $2.2M 9.4k 236.24
Cisco Systems (CSCO) 0.5 $2.0M 32k 61.71
MasterCard Incorporated (MA) 0.5 $1.8M 3.3k 548.14
Home Depot (HD) 0.5 $1.8M 4.9k 366.52
iShares iBonds Dec 2027 Muni Bond ETF Etf (IBMP) 0.5 $1.8M 71k 25.28
L3harris Technologies (LHX) 0.5 $1.8M 8.5k 209.31
Automatic Data Processing (ADP) 0.5 $1.8M 5.8k 305.53
Visa (V) 0.5 $1.7M 4.7k 350.46
Exxon Mobil Corporation (XOM) 0.4 $1.6M 14k 118.93
McDonald's Corporation (MCD) 0.4 $1.6M 5.0k 312.38
Schwab Dow Jones US Broad Mkt ETF Etf (SCHB) 0.4 $1.5M 71k 21.53
Vanguard Growth ETF Etf (VUG) 0.4 $1.5M 4.0k 370.83
Verizon Communications (VZ) 0.4 $1.4M 31k 45.36
Nextera Energy (NEE) 0.4 $1.3M 19k 70.89
Vanguard Small-Cap Value ETF Etf (VBR) 0.4 $1.3M 7.0k 186.29
Roper Industries (ROP) 0.4 $1.3M 2.2k 589.63
Emerson Electric (EMR) 0.4 $1.3M 12k 109.64
Medtronic (MDT) 0.4 $1.3M 14k 89.86
Qualcomm (QCOM) 0.4 $1.3M 8.4k 153.61
Thermo Fisher Scientific (TMO) 0.4 $1.3M 2.6k 497.60
Vanguard Value ETF Etf (VTV) 0.3 $1.2M 7.2k 172.73
iShares iBonds Dec 2028 Muni Bond ETF Etf (IBMQ) 0.3 $1.2M 48k 25.29
iShares iBonds Dec 2025 Muni Bond ETF Etf (IBMN) 0.3 $1.2M 44k 26.75
Salesforce Etf (CRM) 0.3 $1.1M 4.3k 268.35
Bristol Myers Squibb (BMY) 0.3 $1.1M 18k 60.99
Wal-Mart Stores (WMT) 0.3 $1.1M 12k 87.79
SPDR MSCI Acwi Ex-US Etf (CWI) 0.3 $1.1M 37k 29.58
SPDR Technology Select Sector Etf (XLK) 0.3 $1.0M 4.9k 206.48
Oracle Corporation (ORCL) 0.3 $1.0M 7.2k 139.81
Vanguard REIT Etf (VNQ) 0.3 $999k 11k 90.54
Eli Lilly & Co. (LLY) 0.3 $995k 1.2k 825.91
Mondelez Int (MDLZ) 0.3 $975k 14k 67.85
Coca-Cola Company (KO) 0.3 $971k 14k 71.62
iShare Core MSCI Emerging Markets Etf (IEMG) 0.3 $958k 18k 53.97
Vanguard Div Appreciation ETF Etf (VIG) 0.2 $905k 4.7k 194.00
Danaher Corporation (DHR) 0.2 $868k 4.2k 205.00
Blackstone Group Inc Com Cl A (BX) 0.2 $866k 6.2k 139.78
iShares iBonds Dec 2025 Corp Bond ETF Etf (IBDQ) 0.2 $851k 34k 25.15
Abbvie (ABBV) 0.2 $845k 4.0k 209.52
Citizens Financial (CFG) 0.2 $834k 20k 40.97
Adobe Systems Incorporated (ADBE) 0.2 $820k 2.1k 383.53
Illinois Tool Works (ITW) 0.2 $788k 3.2k 248.01
KLA-Tencor Corporation (KLAC) 0.2 $759k 1.1k 680.08
SPDR S&P Biotech ETF Etf (XBI) 0.2 $736k 9.1k 81.10
Applied Materials (AMAT) 0.2 $731k 5.0k 145.13
TJX Companies (TJX) 0.2 $719k 5.9k 121.80
Invesco Biotech & Genomics ETF Etf (PBE) 0.2 $690k 11k 63.44
Hp (HPQ) 0.2 $665k 24k 27.69
Abbott Laboratories (ABT) 0.2 $651k 4.9k 132.66
CVS Caremark Corporation (CVS) 0.2 $634k 9.4k 67.75
Commercial Metals Company (CMC) 0.2 $609k 13k 46.01
General Electric (GE) 0.2 $567k 2.8k 200.15
Costco Wholesale Corporation (COST) 0.2 $561k 593.00 945.70
Goldman Sachs (GS) 0.2 $555k 1.0k 546.52
iShares iBonds Dec 2030 Corp Bond ETF Etf (IBDV) 0.1 $542k 25k 21.72
iShares S & P Nat'l AMT-Free Muni Bd Etf (MUB) 0.1 $540k 5.1k 105.45
State Street Corporation (STT) 0.1 $537k 6.0k 89.53
Vanguard Consumer Staples ETF Etf (VDC) 0.1 $514k 2.3k 218.82
Public Service Enterprise (PEG) 0.1 $507k 6.2k 82.31
iShares iBonds Dec 2026 Corp Bond ETF Etf (IBDR) 0.1 $475k 20k 24.21
American Tower Reit (AMT) 0.1 $473k 2.2k 217.60
Tyson Foods (TSN) 0.1 $445k 7.0k 63.81
Mplx (MPLX) 0.1 $444k 8.3k 53.52
Pfizer (PFE) 0.1 $436k 17k 25.34
iShares iBonds Dec 2027 Corp Bond ETF Etf (IBDS) 0.1 $420k 17k 24.18
Aon (AON) 0.1 $419k 1.1k 399.09
HACK- Cyber Security ETF Etf (HACK) 0.1 $415k 5.8k 71.80
iShares S&P 500 Barra Gr Etf (IVW) 0.1 $413k 4.5k 92.83
Novartis Adr (NVS) 0.1 $412k 3.7k 111.48
Intuit (INTU) 0.1 $393k 640.00 613.99
Kinder Morgan (KMI) 0.1 $385k 14k 28.53
Truist Financial Corp equities (TFC) 0.1 $383k 9.3k 41.15
Schwab US AGG Bnd ETF Etf (SCHZ) 0.1 $373k 16k 23.16
iShares iBonds Dec 2031 Corp Bond ETF Etf (IBDW) 0.1 $373k 18k 20.75
J P Morgan Active Bond ETF Etf (JBND) 0.1 $371k 6.9k 53.52
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $369k 761.00 484.82
Palantir Technologies (PLTR) 0.1 $365k 4.3k 84.40
S&P 400 Mid-Cap SPDR ETF Etf (MDY) 0.1 $359k 673.00 533.48
ConocoPhillips (COP) 0.1 $358k 3.4k 105.02
Wells Fargo & Co 7.50pcnt P PFD (WFC.PL) 0.1 $350k 291.00 1201.32
Paypal Holdings (PYPL) 0.1 $348k 5.3k 65.25
LKQ Corporation (LKQ) 0.1 $343k 8.1k 42.54
3M Company (MMM) 0.1 $337k 2.3k 146.85
Vanguard FTSE Dev Mkt ETF Etf (VEA) 0.1 $325k 6.4k 50.83
Vanguard Total International Etf (VXUS) 0.1 $314k 5.1k 62.10
Sector Spdr Engy Select Etf (XLE) 0.1 $313k 3.4k 93.45
iShares Russell 2000 Index Fund ETF Etf (IWM) 0.1 $312k 1.6k 199.49
Philip Morris International (PM) 0.1 $310k 2.0k 158.73
Nike (NKE) 0.1 $306k 4.8k 63.48
Invesco S&P 500 Low Volatility ETF Etf (SPLV) 0.1 $301k 4.0k 74.73
iShares MSCI USA Momentum Etf (MTUM) 0.1 $301k 1.5k 202.11
Carrier Global Corporation (CARR) 0.1 $297k 4.7k 63.40
Target Corporation (TGT) 0.1 $295k 2.8k 104.37
Wells Fargo & Company (WFC) 0.1 $289k 4.0k 71.79
Incyte Corporation (INCY) 0.1 $287k 4.7k 60.55
Vanguard Mid Cap Value ETF Etf (VOE) 0.1 $284k 1.8k 160.55
Northrop Grumman Corporation (NOC) 0.1 $283k 553.00 512.01
Cigna Corp (CI) 0.1 $282k 856.00 329.00
Morgan Stanley (MS) 0.1 $272k 2.3k 116.67
Dupont De Nemours (DD) 0.1 $271k 3.6k 74.68
Tesla Motors (TSLA) 0.1 $264k 1.0k 259.16
Intel Corporation (INTC) 0.1 $260k 11k 22.71
Altria (MO) 0.1 $255k 4.3k 60.02
Unilever (UL) 0.1 $250k 4.2k 59.55
Ge Vernova (GEV) 0.1 $246k 807.00 305.28
Real Estate Sector SPDR Etf (XLRE) 0.1 $225k 5.4k 41.85
Lockheed Martin Corporation (LMT) 0.1 $221k 494.00 446.91
Sofi Technologies (SOFI) 0.1 $219k 19k 11.63
SYSCO Corporation (SYY) 0.1 $216k 2.9k 75.04
Taiwan Semiconductr Adrf Adr (TSM) 0.1 $214k 1.3k 166.00
PPG Industries (PPG) 0.1 $210k 1.9k 109.35
Wynn Resorts (WYNN) 0.1 $206k 2.5k 83.50
Te Connectivity (TEL) 0.1 $198k 1.4k 141.32
Shopify Inc cl a (SHOP) 0.1 $198k 2.1k 95.48
Regeneron Pharmaceuticals (REGN) 0.0 $182k 287.00 634.34
Dominion Resources (D) 0.0 $163k 2.9k 56.07
Beauty Health (SKIN) 0.0 $95k 71k 1.34
Sundial Growers (SNDL) 0.0 $91k 64k 1.41
Global Payments (GPN) 0.0 $90k 916.00 97.89
Melco Crown Entertainment (MLCO) 0.0 $82k 16k 5.27
Constellation Brands (STZ) 0.0 $55k 300.00 183.52
Nio Inc spon ads (NIO) 0.0 $46k 12k 3.81
Clearside Biomedical (CLSD) 0.0 $28k 30k 0.92
Zynex (ZYXI) 0.0 $25k 11k 2.20
Biorestorative Therapies (BRTX) 0.0 $21k 12k 1.78
Tilray (TLRY) 0.0 $17k 26k 0.66
Jiayin Group (JFIN) 0.0 $14k 1.0k 13.74
Oncolytics Biotech (ONCY) 0.0 $13k 23k 0.55
Adaptimmune Therapeutics (ADAP) 0.0 $5.5k 28k 0.20
Ovid Therapeutics (OVID) 0.0 $5.2k 17k 0.31