Newman Dignan & Sheerar, Inc. Top Holdings and 13F Report (2025)

About Newman Dignan & Sheerar, Inc.

Investment Activity

Newman Dignan & Sheerar, Inc. has $435.06 million in total holdings as of June 30, 2025.
Newman Dignan & Sheerar, Inc. owns shares of 195 different stocks, but just 54 companies or ETFs make up 80% of its holdings.
Approximately 14.19% of the portfolio was purchased this quarter.
About 4.56% of the portfolio was sold this quarter.
This quarter, Newman Dignan & Sheerar, Inc. has purchased 176 new stocks and bought additional shares in 55 stocks.
Newman Dignan & Sheerar, Inc. sold shares of 88 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Schwab US Large-Cap ETF: $38,229,634
Applied Finance Valuation Large Cap ETF: $26,960,364
Schwab US Dividend Equity ETF: $23,938,313
VictoryShares Core Intermediate Bond ETF: $20,877,623
Microsoft: $13,869,492

Largest New Holdings this Quarter

26923N405 - Applied Finance Valuation Large Cap ETF: $26,960,364 Holding
47804J206 - John Hancock Multifactor Mid Cap ETF: $6,047,690 Holding
46436E205 - iShares iBonds Dec 2029 Term Corporate ETF: $3,841,876 Holding
478160104 - Johnson & Johnson: $3,503,108 Holding
72201R866 - PIMCO Intermediate Municipal Bond Exchange-Traded Fund: $3,455,745 Holding

Largest Purchases this Quarter

Applied Finance Valuation Large Cap ETF: 688,643 shares (about $26.96M)
John Hancock Multifactor Mid Cap ETF: 98,932 shares (about $6.05M)
iShares iBonds Dec 2029 Term Corporate ETF: 164,675 shares (about $3.84M)
Johnson & Johnson: 22,934 shares (about $3.50M)
PIMCO Intermediate Municipal Bond Exchange-Traded Fund: 67,285 shares (about $3.46M)

Largest Sales this Quarter

Vanguard Tax-Exempt Bond ETF: 83,591 shares (about $4.10M)
Apple: 7,446 shares (about $1.53M)
NVIDIA: 7,589 shares (about $1.20M)
Microsoft: 1,670 shares (about $830.69K)
iShares iBonds Dec 2025 Term Muni Bond ETF: 26,351 shares (about $705.26K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SCHX Schwab US Large-Cap ETF	$38,229,634	$175,650 ▲	0.5%	1,564,224	8.8%	ETF
VSLU Applied Finance Valuation Large Cap ETF	$26,960,364	$26,960,364 ▲	New Holding	688,643	6.2%	ETF
SCHD Schwab US Dividend Equity ETF	$23,938,313	$656,776 ▲	2.8%	903,333	5.5%	ETF
UITB VictoryShares Core Intermediate Bond ETF	$20,877,623	$1,898,098 ▲	10.0%	443,544	4.8%	ETF
MSFT Microsoft	$13,869,492	$830,687 ▼	-5.7%	27,883	3.2%	Computer and Technology
SGOL abrdn Physical Gold Shares ETF	$13,203,811	$602,162 ▼	-4.4%	418,637	3.0%	ETF
AAPL Apple	$12,485,256	$1,527,701 ▼	-10.9%	60,853	2.9%	Computer and Technology
DFAE Dimensional Emerging Core Equity Market ETF	$10,045,523	$329,132 ▲	3.4%	346,996	2.3%	ETF
GOOGL Alphabet	$9,603,779	$402,507 ▼	-4.0%	54,496	2.2%	Computer and Technology
NVDA NVIDIA	$9,480,795	$1,198,983 ▼	-11.2%	60,009	2.2%	Computer and Technology
AVGO Broadcom	$7,448,039	$127,901 ▼	-1.7%	27,020	1.7%	Computer and Technology
SCHF Schwab International Equity ETF	$7,280,630	$10,984 ▲	0.2%	329,440	1.7%	ETF
VOO Vanguard S&P 500 ETF	$7,249,044	$431,694 ▼	-5.6%	12,762	1.7%	ETF
GSIE Goldman Sachs ActiveBeta International Equity ETF	$6,995,899	$267,903 ▲	4.0%	176,397	1.6%	ETF
FPE First Trust Preferred Securities and Income ETF	$6,806,913	$511,483 ▲	8.1%	382,411	1.6%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$6,729,389	$225,910 ▼	-3.2%	230,380	1.5%	ETF
AMZN Amazon.com	$6,303,018	$146,771 ▲	2.4%	28,730	1.4%	Retail/Wholesale
JHMM John Hancock Multifactor Mid Cap ETF	$6,047,690	$6,047,690 ▲	New Holding	98,932	1.4%	ETF
JPM JPMorgan Chase & Co.	$5,913,923	$460,961 ▼	-7.2%	20,399	1.4%	Finance
JMUB JPMorgan Municipal ETF	$4,992,607	$713,279 ▲	16.7%	100,576	1.1%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$4,414,891	$133,868 ▼	-2.9%	159,555	1.0%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$4,356,223	$245,269 ▼	-5.3%	155,302	1.0%	ETF
VO Vanguard Mid-Cap ETF	$4,348,069	$153,349 ▼	-3.4%	15,538	1.0%	ETF
IJH iShares Core S&P Mid-Cap ETF	$4,172,608	$52,593 ▼	-1.2%	67,278	1.0%	ETF
META Meta Platforms	$3,948,441	$22,141 ▼	-0.6%	5,350	0.9%	Computer and Technology
VTEB Vanguard Tax-Exempt Bond ETF	$3,904,329	$4,098,489 ▼	-51.2%	79,631	0.9%	ETF
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$3,841,876	$3,841,876 ▲	New Holding	164,675	0.9%	ETF
DFAI Dimensional International Core Equity Market ETF	$3,733,661	$406,992 ▲	12.2%	108,003	0.9%	ETF
MRK Merck & Co., Inc.	$3,636,153	$83,198 ▼	-2.2%	45,934	0.8%	Medical
PWR Quanta Services	$3,564,891	$168,622 ▼	-4.5%	9,429	0.8%	Construction
JNJ Johnson & Johnson	$3,503,108	$3,503,108 ▲	New Holding	22,934	0.8%	Medical
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$3,455,745	$3,455,745 ▲	New Holding	67,285	0.8%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$3,417,216	$87,723 ▲	2.6%	50,836	0.8%	ETF
SCHA Schwab US Small-Cap ETF	$3,354,508	$547,164 ▼	-14.0%	132,589	0.8%	ETF
GLD SPDR Gold Shares	$3,226,321	$67,672 ▼	-2.1%	10,584	0.7%	Finance
BRK.B Berkshire Hathaway	$3,139,046	$14,087 ▼	-0.4%	6,462	0.7%	Finance
PG Procter & Gamble	$3,014,850	$269,573 ▼	-8.2%	18,923	0.7%	Consumer Staples
RTX RTX	$3,013,720	$21,173 ▼	-0.7%	20,639	0.7%	Aerospace
SPY SPDR S&P 500 ETF Trust	$2,882,908	$158,171 ▲	5.8%	4,666	0.7%	Finance
PANW Palo Alto Networks	$2,876,215	$36,835 ▼	-1.3%	14,055	0.7%	Computer and Technology
IBM International Business Machines	$2,830,201	$173,627 ▼	-5.8%	9,601	0.7%	Computer and Technology
NOBL ProShares S&P 500 Aristocrats ETF	$2,737,020	$587,885 ▼	-17.7%	27,180	0.6%	ETF
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF	$2,714,579	$2,714,579 ▲	New Holding	105,943	0.6%	ETF
IJR iShares Core S&P Small-Cap ETF	$2,593,626	$242,292 ▼	-8.5%	23,732	0.6%	ETF
SDY SPDR S&P Dividend ETF	$2,580,706	$3,393 ▼	-0.1%	19,014	0.6%	ETF
LOW Lowe's Companies	$2,533,996	$17,306 ▼	-0.7%	11,421	0.6%	Retail/Wholesale
BAC Bank of America	$2,504,465	$51,957 ▼	-2.0%	52,926	0.6%	Finance
GOOG Alphabet	$2,432,741	$174,730 ▼	-6.7%	13,714	0.6%	Computer and Technology
AMGN Amgen	$2,248,975	$8,376 ▼	-0.4%	8,055	0.5%	Medical
CSCO Cisco Systems	$2,207,742	$38,437 ▼	-1.7%	31,821	0.5%	Computer and Technology
CVX Chevron	$2,147,607	$9,737 ▼	-0.5%	14,998	0.5%	Energy
UNP Union Pacific	$2,123,028	$45,558 ▼	-2.1%	9,227	0.5%	Transportation
FI Fiserv	$2,121,333	$34,310 ▼	-1.6%	12,304	0.5%	Business Services
LHX L3Harris Technologies	$2,080,901	$56,688 ▼	-2.7%	8,296	0.5%	Aerospace
PEP PepsiCo	$2,045,848	$35,387 ▼	-1.7%	15,494	0.5%	Consumer Staples
ADP Automatic Data Processing	$1,799,514		0.0%	5,835	0.4%	Computer and Technology
MA Mastercard	$1,759,497	$111,830 ▼	-6.0%	3,131	0.4%	Business Services
HD Home Depot	$1,758,302	$43,628 ▼	-2.4%	4,796	0.4%	Retail/Wholesale
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF	$1,749,125	$50,599 ▼	-2.8%	68,999	0.4%	ETF
SCHB Schwab US Broad Market ETF	$1,697,844	$3,741 ▲	0.2%	71,248	0.4%	ETF
V Visa	$1,647,558	$37,283 ▼	-2.2%	4,640	0.4%	Business Services
ORCL Oracle	$1,564,852	$14,647 ▼	-0.9%	7,158	0.4%	Computer and Technology
MCD McDonald's	$1,467,805	$5,843 ▼	-0.4%	5,024	0.3%	Retail/Wholesale
EMR Emerson Electric	$1,457,964	$121,197 ▼	-7.7%	10,935	0.3%	Industrials
JHSC John Hancock Multifactor Small Cap ETF	$1,401,192	$1,401,192 ▲	New Holding	35,882	0.3%	ETF
QCOM QUALCOMM	$1,336,239	$4,141 ▲	0.3%	8,390	0.3%	Computer and Technology
VBR Vanguard Small-Cap Value ETF	$1,310,264	$54,602 ▼	-4.0%	6,719	0.3%	ETF
XLK Technology Select Sector SPDR Fund	$1,306,098	$59,506 ▲	4.8%	5,158	0.3%	ETF
VZ Verizon Communications	$1,277,761	$47,121 ▼	-3.6%	29,530	0.3%	Computer and Technology
ROP Roper Technologies	$1,276,746	$27,780 ▲	2.2%	2,252	0.3%	Computer and Technology
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF	$1,226,185		0.0%	48,256	0.3%	ETF
MDT Medtronic	$1,216,893	$35,653 ▼	-2.8%	13,960	0.3%	Medical
NEE NextEra Energy	$1,184,818	$100,592 ▼	-7.8%	17,067	0.3%	Utilities
XOM Exxon Mobil	$1,156,756	$296,223 ▼	-20.4%	10,731	0.3%	Energy
CRM Salesforce	$1,145,034	$14,998 ▼	-1.3%	4,199	0.3%	Computer and Technology
CWI SPDR MSCI ACWI ex-US ETF	$1,100,815	$94,029 ▼	-7.9%	33,705	0.3%	ETF
VUG Vanguard Growth ETF	$1,037,265	$696,625 ▼	-40.2%	2,366	0.2%	ETF
TMO Thermo Fisher Scientific	$1,036,793	$10,137 ▼	-1.0%	2,557	0.2%	Medical
KLAC KLA	$1,014,102	$14,334 ▲	1.4%	1,132	0.2%	Computer and Technology
DIS Walt Disney	$1,012,881	$1,012,881 ▲	New Holding	8,168	0.2%	Consumer Discretionary
IEMG iShares Core MSCI Emerging Markets ETF	$974,060	$91,487 ▼	-8.6%	16,226	0.2%	ETF
KO CocaCola	$968,572	$9,622 ▲	1.0%	13,690	0.2%	Consumer Staples
VIG Vanguard Dividend Appreciation ETF	$934,794	$20,468 ▼	-2.1%	4,567	0.2%	ETF
BX Blackstone	$927,364	$1,047 ▲	0.1%	6,200	0.2%	Finance
VTV Vanguard Value ETF	$919,857	$344,615 ▼	-27.3%	5,205	0.2%	ETF
AMAT Applied Materials	$900,948	$20,688 ▼	-2.2%	4,921	0.2%	Computer and Technology
CFG Citizens Financial Group	$882,678	$28,102 ▼	-3.1%	19,725	0.2%	Finance
IVV iShares Core S&P 500 ETF	$871,123	$871,123 ▲	New Holding	1,403	0.2%	ETF
WMT Walmart	$867,998	$347,023 ▼	-28.6%	8,877	0.2%	Retail/Wholesale
MDLZ Mondelez International	$864,244	$104,532 ▼	-10.8%	12,815	0.2%	Consumer Staples
VNQ Vanguard Real Estate ETF	$853,462	$128,959 ▼	-13.1%	9,583	0.2%	ETF
BMY Bristol Myers Squibb	$833,585	$1,805 ▲	0.2%	18,008	0.2%	Medical
ADBE Adobe	$811,674	$15,862 ▼	-1.9%	2,098	0.2%	Computer and Technology
LLY Eli Lilly and Company	$799,805	$139,537 ▼	-14.9%	1,026	0.2%	Medical
iShares iBonds Dec 2030 Muni Bond ETF	$795,871	$795,871 ▲	New Holding	31,016	0.2%	ETF
GS The Goldman Sachs Group	$766,399	$47,413 ▲	6.6%	1,083	0.2%	Finance
ITW Illinois Tool Works	$759,799	$25,961 ▼	-3.3%	3,073	0.2%	Industrials
ABBV AbbVie	$749,911	$928 ▲	0.1%	4,040	0.2%	Medical
DHR Danaher	$749,502	$86,922 ▼	-10.4%	3,794	0.2%	Medical
TJX TJX Companies	$737,014	$8,151 ▲	1.1%	5,968	0.2%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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Newman Dignan & Sheerar, Inc. Top Holdings and 13F Report (2025)

About Newman Dignan & Sheerar, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Newman Dignan & Sheerar, Inc. Top Holdings and 13F Report (2025)

About Newman Dignan & Sheerar, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofNewman Dignan & Sheerar, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools