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

About Newman Dignan & Sheerar, Inc.

Investment Activity

Newman Dignan & Sheerar, Inc. has $390.40 million in total holdings as of March 31, 2025.
Newman Dignan & Sheerar, Inc. owns shares of 181 different stocks, but just 53 companies or ETFs make up 80% of its holdings.
This quarter, Newman Dignan & Sheerar, Inc. has purchased 181 new stocks and bought additional shares in 0 stocks.
Newman Dignan & Sheerar, Inc. sold shares of 0 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Schwab US Large-Cap ETF: $34,689,412
Schwab US Dividend Equity ETF: $22,016,540
Apple: $18,047,208
VictoryShares Core Intermediate Bond ETF: $16,257,554
Microsoft: $12,796,522

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Change in Shares	Shares Held	% of Portfolio	Sector
SCHX Schwab US Large-Cap ETF	$34,689,412	0.0%	1,496,523	8.9%	ETF
SCHD Schwab US Dividend Equity ETF	$22,016,540	0.0%	805,876	5.6%	ETF
AAPL Apple	$18,047,208	0.0%	72,068	4.6%	Computer and Technology
UITB VictoryShares Core Intermediate Bond ETF	$16,257,554	0.0%	353,733	4.2%	ETF
MSFT Microsoft	$12,796,522	0.0%	30,359	3.3%	Computer and Technology
SGOL abrdn Physical Gold Shares ETF	$11,207,470	0.0%	447,404	2.9%	ETF
GOOGL Alphabet	$10,874,230	0.0%	57,444	2.8%	Computer and Technology
NVDA NVIDIA	$9,632,870	0.0%	71,732	2.5%	Computer and Technology
DFAE Dimensional Emerging Core Equity Market ETF	$8,818,246	0.0%	347,586	2.3%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$7,835,339	0.0%	282,762	2.0%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$7,655,773	0.0%	152,718	2.0%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$7,256,167	0.0%	260,358	1.9%	ETF
VOO Vanguard S&P 500 ETF	$6,848,544	0.0%	12,711	1.8%	ETF
AVGO Broadcom	$6,740,419	0.0%	29,074	1.7%	Computer and Technology
AMZN Amazon.com	$6,055,822	0.0%	27,603	1.6%	Retail/Wholesale
NOBL ProShares S&P 500 Aristocrats ETF	$6,047,704	0.0%	60,750	1.5%	ETF
FPE First Trust Preferred Securities and Income ETF	$5,959,560	0.0%	336,698	1.5%	ETF
SCHF Schwab International Equity ETF	$5,888,932	0.0%	318,321	1.5%	ETF
JPM JPMorgan Chase & Co.	$5,493,579	0.0%	22,918	1.4%	Finance
GSIE Goldman Sachs ActiveBeta International Equity ETF	$5,338,094	0.0%	160,111	1.4%	ETF
MRK Merck & Co., Inc.	$5,075,509	0.0%	51,020	1.3%	Medical
SCHA Schwab US Small-Cap ETF	$4,718,970	0.0%	182,481	1.2%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$4,669,155	0.0%	179,101	1.2%	ETF
JMUB JPMorgan Municipal ETF	$4,198,739	0.0%	83,724	1.1%	ETF
IJH iShares Core S&P Mid-Cap ETF	$4,147,704	0.0%	66,566	1.1%	ETF
PG Procter & Gamble	$3,516,614	0.0%	20,976	0.9%	Consumer Staples
VO Vanguard Mid-Cap ETF	$3,465,164	0.0%	13,119	0.9%	ETF
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$3,416,556	0.0%	149,849	0.9%	ETF
JNJ Johnson & Johnson	$3,371,402	0.0%	23,312	0.9%	Medical
PWR Quanta Services	$3,215,707	0.0%	10,175	0.8%	Construction
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF	$3,022,957	0.0%	118,734	0.8%	ETF
META Meta Platforms	$3,015,415	0.0%	5,150	0.8%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$3,013,687	0.0%	26,156	0.8%	ETF
GOOG Alphabet	$2,927,825	0.0%	15,374	0.7%	Computer and Technology
BRK.B Berkshire Hathaway	$2,897,366	0.0%	6,392	0.7%	Finance
LOW Lowe's Companies	$2,891,410	0.0%	11,716	0.7%	Retail/Wholesale
VEU Vanguard FTSE All-World ex-US ETF	$2,835,560	0.0%	49,391	0.7%	ETF
GLD SPDR Gold Shares	$2,703,139	0.0%	11,164	0.7%	Finance
SDY SPDR S&P Dividend ETF	$2,672,722	0.0%	20,233	0.7%	ETF
FI Fiserv	$2,641,290	0.0%	12,858	0.7%	Business Services
SPY SPDR S&P 500 ETF Trust	$2,592,818	0.0%	4,424	0.7%	Finance
PANW Palo Alto Networks	$2,567,456	0.0%	14,110	0.7%	Computer and Technology
PEP PepsiCo	$2,435,227	0.0%	16,015	0.6%	Consumer Staples
RTX RTX	$2,423,211	0.0%	20,940	0.6%	Aerospace
BAC Bank of America	$2,387,660	0.0%	54,327	0.6%	Finance
IBM International Business Machines	$2,259,773	0.0%	10,280	0.6%	Computer and Technology
CVX Chevron	$2,173,905	0.0%	15,009	0.6%	Energy
UNP Union Pacific	$2,166,322	0.0%	9,500	0.6%	Transportation
AMGN Amgen	$2,086,112	0.0%	8,004	0.5%	Medical
DFAI Dimensional International Core Equity Market ETF	$2,012,323	0.0%	68,915	0.5%	ETF
HD Home Depot	$1,947,056	0.0%	5,005	0.5%	Retail/Wholesale
CSCO Cisco Systems	$1,942,275	0.0%	32,809	0.5%	Computer and Technology
LHX L3Harris Technologies	$1,845,245	0.0%	8,775	0.5%	Aerospace
MA Mastercard	$1,787,121	0.0%	3,394	0.5%	Business Services
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF	$1,784,814	0.0%	70,995	0.5%	ETF
IBMN iShares iBonds Dec 2025 Term Muni Bond ETF	$1,762,329	0.0%	66,216	0.5%	ETF
ADP Automatic Data Processing	$1,727,107	0.0%	5,900	0.4%	Business Services
VUG Vanguard Growth ETF	$1,693,171	0.0%	4,125	0.4%	ETF
SCHB Schwab US Broad Market ETF	$1,627,390	0.0%	71,691	0.4%	ETF
V Visa	$1,577,040	0.0%	4,990	0.4%	Business Services
VBR Vanguard Small-Cap Value ETF	$1,523,547	0.0%	7,688	0.4%	ETF
EMR Emerson Electric	$1,467,827	0.0%	11,844	0.4%	Industrials
MCD McDonald's	$1,462,001	0.0%	5,043	0.4%	Retail/Wholesale
XOM Exxon Mobil	$1,442,127	0.0%	13,406	0.4%	Energy
CRM Salesforce	$1,296,671	0.0%	3,878	0.3%	Computer and Technology
TMO Thermo Fisher Scientific	$1,295,382	0.0%	2,490	0.3%	Medical
QCOM QUALCOMM	$1,273,574	0.0%	8,290	0.3%	Computer and Technology
VZ Verizon Communications	$1,262,477	0.0%	31,570	0.3%	Computer and Technology
VTV Vanguard Value ETF	$1,227,742	0.0%	7,252	0.3%	ETF
XLK Technology Select Sector SPDR Fund	$1,191,037	0.0%	5,122	0.3%	ETF
NEE NextEra Energy	$1,189,598	0.0%	16,594	0.3%	Utilities
ORCL Oracle	$1,184,144	0.0%	7,106	0.3%	Computer and Technology
MDT Medtronic	$1,181,106	0.0%	14,786	0.3%	Medical
WMT Walmart	$1,093,777	0.0%	12,106	0.3%	Retail/Wholesale
IEMG iShares Core MSCI Emerging Markets ETF	$1,075,040	0.0%	20,587	0.3%	ETF
BX Blackstone	$1,066,256	0.0%	6,184	0.3%	Finance
LLY Eli Lilly and Company	$1,018,268	0.0%	1,319	0.3%	Medical
CWI SPDR MSCI ACWI ex-US ETF	$1,002,761	0.0%	35,890	0.3%	ETF
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$999,942	0.0%	39,918	0.3%	ETF
BMY Bristol-Myers Squibb	$998,118	0.0%	17,647	0.3%	Medical
DHR Danaher	$993,492	0.0%	4,328	0.3%	Medical
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF	$991,236	0.0%	39,366	0.3%	ETF
CFG Citizens Financial Group	$977,717	0.0%	22,343	0.3%	Finance
VNQ Vanguard Real Estate ETF	$977,342	0.0%	10,972	0.3%	ETF
VIG Vanguard Dividend Appreciation ETF	$970,795	0.0%	4,957	0.2%	ETF
XBI SPDR S&P Biotech ETF	$968,239	0.0%	10,751	0.2%	ETF
ROP Roper Technologies	$959,720	0.0%	1,846	0.2%	Computer and Technology
MDLZ Mondelez International	$901,326	0.0%	15,090	0.2%	Consumer Staples
J P Morgan Active Bond ETF	$890,863	0.0%	17,050	0.2%	ETF
DIS Walt Disney	$880,488	0.0%	7,907	0.2%	Consumer Discretionary
KO Coca-Cola	$843,872	0.0%	13,554	0.2%	Consumer Staples
ITW Illinois Tool Works	$817,224	0.0%	3,223	0.2%	Industrials
ADBE Adobe	$735,945	0.0%	1,655	0.2%	Computer and Technology
HPQ HP	$731,326	0.0%	22,413	0.2%	Computer and Technology
PBE Invesco Biotechnology & Genome ETF	$723,299	0.0%	10,872	0.2%	ETF
AMAT Applied Materials	$721,462	0.0%	4,436	0.2%	Computer and Technology
TJX TJX Companies	$691,879	0.0%	5,727	0.2%	Retail/Wholesale
KLAC KLA	$691,257	0.0%	1,097	0.2%	Computer and Technology
ABBV AbbVie	$690,365	0.0%	3,885	0.2%	Medical
CMC Commercial Metals	$687,792	0.0%	13,867	0.2%	Basic Materials

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

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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

About Newman Dignan & Sheerar, Inc.

Investment Activity

Largest Holdings

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

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