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

About Newman Dignan & Sheerar, Inc.

Investment Activity

Newman Dignan & Sheerar, Inc. has $366.38 million in total holdings as of March 31, 2025.
Newman Dignan & Sheerar, Inc. owns shares of 176 different stocks, but just 51 companies or ETFs make up 80% of its holdings.
Approximately 3.14% of the portfolio was purchased this quarter.
About 7.14% of the portfolio was sold this quarter.
This quarter, Newman Dignan & Sheerar, Inc. has purchased 181 new stocks and bought additional shares in 64 stocks.
Newman Dignan & Sheerar, Inc. sold shares of 71 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Schwab US Large-Cap ETF: $34,379,368
Schwab US Dividend Equity ETF: $24,564,235
VictoryShares Core Intermediate Bond ETF: $18,927,117
Apple: $15,171,176
abrdn Physical Gold Shares ETF: $13,053,079

Largest New Holdings this Quarter

47737C104 - Jiayin Group: $13,740 Holding

Largest Purchases this Quarter

VictoryShares Core Intermediate Bond ETF: 49,486 shares (about $2.32M)
Schwab US Dividend Equity ETF: 72,673 shares (about $2.03M)
Schwab US Large-Cap ETF: 60,514 shares (about $1.34M)
Dimensional International Core Equity Market ETF: 27,315 shares (about $853.05K)
Vanguard Mid-Cap ETF: 2,967 shares (about $767.33K)

Largest Sales this Quarter

Schwab U.S. Mid-Cap ETF: 118,716 shares (about $3.11M)
ProShares S&P 500 Aristocrats ETF: 27,732 shares (about $2.83M)
Apple: 3,769 shares (about $837.20K)
Schwab US Small-Cap ETF: 28,265 shares (about $662.25K)
iShares iBonds Dec 2025 Term Muni Bond ETF: 22,585 shares (about $604.15K)

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	$34,379,368	$1,336,149 ▲	4.0%	1,557,037	9.4%	ETF
SCHD Schwab US Dividend Equity ETF	$24,564,235	$2,031,937 ▲	9.0%	878,549	6.7%	ETF
UITB VictoryShares Core Intermediate Bond ETF	$18,927,117	$2,322,875 ▲	14.0%	403,219	5.2%	ETF
AAPL Apple	$15,171,176	$837,204 ▼	-5.2%	68,299	4.1%	Computer and Technology
SGOL abrdn Physical Gold Shares ETF	$13,053,079	$288,509 ▼	-2.2%	437,729	3.6%	ETF
MSFT Microsoft	$11,093,918	$302,565 ▼	-2.7%	29,553	3.0%	Computer and Technology
GOOGL Alphabet	$8,780,505	$102,681 ▼	-1.2%	56,780	2.4%	Computer and Technology
DFAE Dimensional Emerging Core Equity Market ETF	$8,689,386	$309,619 ▼	-3.4%	335,627	2.4%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$8,099,060	$521,207 ▲	6.9%	163,222	2.2%	ETF
NVDA NVIDIA	$7,326,255	$448,042 ▼	-5.8%	67,598	2.0%	Computer and Technology
VOO Vanguard S&P 500 ETF	$6,949,285	$416,793 ▲	6.4%	13,522	1.9%	ETF
SCHF Schwab International Equity ETF	$6,506,483	$210,103 ▲	3.3%	328,943	1.8%	ETF
FPE First Trust Preferred Securities and Income ETF	$6,221,154	$298,643 ▲	5.0%	353,676	1.7%	ETF
GSIE Goldman Sachs ActiveBeta International Equity ETF	$6,047,752	$339,781 ▲	6.0%	169,642	1.7%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$5,962,384	$556,991 ▼	-8.5%	238,114	1.6%	ETF
JPM JPMorgan Chase & Co.	$5,393,979	$227,887 ▼	-4.1%	21,989	1.5%	Finance
AMZN Amazon.com	$5,338,886	$87,139 ▲	1.7%	28,061	1.5%	Retail/Wholesale
AVGO Broadcom	$4,601,641	$266,213 ▼	-5.5%	27,484	1.3%	Computer and Technology
SCHV Schwab U.S. Large-Cap Value ETF	$4,369,569	$390,939 ▼	-8.2%	164,393	1.2%	ETF
JMUB JPMorgan Municipal ETF	$4,310,342	$124,150 ▲	3.0%	86,207	1.2%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$4,298,010	$3,110,363 ▼	-42.0%	164,046	1.2%	ETF
MRK Merck & Co., Inc.	$4,217,357	$362,180 ▼	-7.9%	46,985	1.2%	Medical
VO Vanguard Mid-Cap ETF	$4,160,190	$767,331 ▲	22.6%	16,086	1.1%	ETF
IJH iShares Core S&P Mid-Cap ETF	$3,975,146	$91,026 ▲	2.3%	68,126	1.1%	ETF
SCHA Schwab US Small-Cap ETF	$3,613,273	$662,248 ▼	-15.5%	154,216	1.0%	ETF
PG Procter & Gamble	$3,513,215	$61,522 ▼	-1.7%	20,615	1.0%	Consumer Staples
BRK.B Berkshire Hathaway	$3,456,977	$52,725 ▲	1.5%	6,491	0.9%	Finance
NOBL ProShares S&P 500 Aristocrats ETF	$3,373,804	$2,833,677 ▼	-45.6%	33,018	0.9%	ETF
GLD SPDR Gold Shares	$3,113,641	$103,154 ▼	-3.2%	10,806	0.8%	Finance
META Meta Platforms	$3,100,994	$132,570 ▲	4.5%	5,380	0.8%	Computer and Technology
DFAI Dimensional International Core Equity Market ETF	$3,005,262	$853,047 ▲	39.6%	96,230	0.8%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$3,004,545	$8,492 ▲	0.3%	49,531	0.8%	ETF
FI Fiserv	$2,761,037	$78,395 ▼	-2.8%	12,503	0.8%	Business Services
RTX RTX	$2,753,055	$20,664 ▼	-0.7%	20,784	0.8%	Aerospace
IJR iShares Core S&P Small-Cap ETF	$2,713,484	$21,646 ▼	-0.8%	25,949	0.7%	ETF
LOW Lowe's Companies	$2,681,927	$50,611 ▼	-1.9%	11,499	0.7%	Retail/Wholesale
SDY SPDR S&P Dividend ETF	$2,583,271	$162,006 ▼	-5.9%	19,039	0.7%	ETF
IBM International Business Machines	$2,533,871	$22,380 ▼	-0.9%	10,190	0.7%	Computer and Technology
CVX Chevron	$2,520,323	$9,535 ▲	0.4%	15,066	0.7%	Energy
AMGN Amgen	$2,519,019	$25,237 ▲	1.0%	8,085	0.7%	Medical
PWR Quanta Services	$2,509,967	$76,252 ▼	-2.9%	9,875	0.7%	Construction
SPY SPDR S&P 500 ETF Trust	$2,467,134	$7,832 ▼	-0.3%	4,410	0.7%	Finance
PANW Palo Alto Networks	$2,429,060	$21,330 ▲	0.9%	14,235	0.7%	Computer and Technology
PEP PepsiCo	$2,363,356	$37,935 ▼	-1.6%	15,762	0.6%	Consumer Staples
GOOG Alphabet	$2,296,425	$105,455 ▼	-4.4%	14,699	0.6%	Computer and Technology
BAC Bank of America	$2,254,418	$12,644 ▼	-0.6%	54,024	0.6%	Finance
UNP Union Pacific	$2,226,523	$17,718 ▼	-0.8%	9,425	0.6%	Transportation
CSCO Cisco Systems	$1,997,860	$26,782 ▼	-1.3%	32,375	0.5%	Computer and Technology
MA Mastercard	$1,825,309	$35,081 ▼	-1.9%	3,330	0.5%	Business Services
HD Home Depot	$1,801,450	$32,987 ▼	-1.8%	4,915	0.5%	Retail/Wholesale
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF	$1,794,754		0.0%	70,995	0.5%	ETF
LHX L3Harris Technologies	$1,783,761	$52,956 ▼	-2.9%	8,522	0.5%	Aerospace
ADP Automatic Data Processing	$1,782,768	$19,859 ▼	-1.1%	5,835	0.5%	Business Services
V Visa	$1,662,933	$85,863 ▼	-4.9%	4,745	0.5%	Business Services
XOM Exxon Mobil	$1,603,019	$8,682 ▲	0.5%	13,479	0.4%	Energy
MCD McDonald's	$1,575,622	$312 ▲	0.0%	5,044	0.4%	Retail/Wholesale
SCHB Schwab US Broad Market ETF	$1,530,580	$12,918 ▼	-0.8%	71,091	0.4%	ETF
VUG Vanguard Growth ETF	$1,466,626	$63,041 ▼	-4.1%	3,955	0.4%	ETF
VZ Verizon Communications	$1,388,881	$43,137 ▼	-3.0%	30,619	0.4%	Computer and Technology
NEE NextEra Energy	$1,312,611	$136,252 ▲	11.6%	18,516	0.4%	Utilities
VBR Vanguard Small-Cap Value ETF	$1,303,870	$128,356 ▼	-9.0%	6,999	0.4%	ETF
ROP Roper Technologies	$1,298,952	$210,497 ▲	19.3%	2,203	0.4%	Computer and Technology
EMR Emerson Electric	$1,298,576		0.0%	11,844	0.4%	Industrials
MDT Medtronic	$1,291,198	$37,472 ▼	-2.8%	14,369	0.4%	Medical
QCOM QUALCOMM	$1,284,815	$11,367 ▲	0.9%	8,364	0.4%	Computer and Technology
TMO Thermo Fisher Scientific	$1,284,813	$45,780 ▲	3.7%	2,582	0.4%	Medical
VTV Vanguard Value ETF	$1,235,881	$16,755 ▼	-1.3%	7,155	0.3%	ETF
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF	$1,220,394	$224,828 ▲	22.6%	48,256	0.3%	ETF
IBMN iShares iBonds Dec 2025 Term Muni Bond ETF	$1,167,129	$604,149 ▼	-34.1%	43,631	0.3%	ETF
CRM Salesforce	$1,141,560	$100,900 ▲	9.7%	4,254	0.3%	Computer and Technology
BMY Bristol-Myers Squibb	$1,095,949	$19,639 ▲	1.8%	17,969	0.3%	Medical
WMT Walmart	$1,090,879	$28,093 ▲	2.6%	12,426	0.3%	Retail/Wholesale
CWI SPDR MSCI ACWI ex-US ETF	$1,082,168	$20,529 ▲	1.9%	36,584	0.3%	ETF
XLK Technology Select Sector SPDR Fund	$1,016,509	$41,090 ▼	-3.9%	4,923	0.3%	ETF
ORCL Oracle	$1,010,127	$16,637 ▲	1.7%	7,225	0.3%	Computer and Technology
VNQ Vanguard Real Estate ETF	$998,786	$5,342 ▲	0.5%	11,031	0.3%	ETF
LLY Eli Lilly and Company	$995,222	$94,154 ▼	-8.6%	1,205	0.3%	Medical
MDLZ Mondelez International	$974,665	$49,191 ▼	-4.8%	14,365	0.3%	Consumer Staples
KO Coca-Cola	$970,738		0.0%	13,554	0.3%	Consumer Staples
IEMG iShares Core MSCI Emerging Markets ETF	$957,959	$153,112 ▼	-13.8%	17,750	0.3%	ETF
VIG Vanguard Dividend Appreciation ETF	$905,414	$56,261 ▼	-5.9%	4,667	0.2%	ETF
DHR Danaher	$867,970	$19,270 ▼	-2.2%	4,234	0.2%	Medical
BX Blackstone	$865,638	$1,258 ▲	0.1%	6,193	0.2%	Finance
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$851,421	$152,508 ▼	-15.2%	33,854	0.2%	ETF
ABBV AbbVie	$845,413	$31,428 ▲	3.9%	4,035	0.2%	Medical
CFG Citizens Financial Group	$833,881	$81,532 ▼	-8.9%	20,353	0.2%	Finance
ADBE Adobe	$820,371	$185,629 ▲	29.2%	2,139	0.2%	Computer and Technology
ITW Illinois Tool Works	$788,176	$11,160 ▼	-1.4%	3,178	0.2%	Industrials
KLAC KLA	$758,967	$12,921 ▲	1.7%	1,116	0.2%	Computer and Technology
XBI SPDR S&P Biotech ETF	$736,051	$135,840 ▼	-15.6%	9,076	0.2%	ETF
AMAT Applied Materials	$730,565	$86,785 ▲	13.5%	5,034	0.2%	Computer and Technology
TJX TJX Companies	$718,864	$21,315 ▲	3.1%	5,902	0.2%	Retail/Wholesale
PBE Invesco Biotechnology & Genome ETF	$689,720		0.0%	10,872	0.2%	ETF
HPQ HP	$664,949	$44,332 ▲	7.1%	24,014	0.2%	Computer and Technology
ABT Abbott Laboratories	$650,818	$1,857 ▲	0.3%	4,906	0.2%	Medical
CVS CVS Health	$634,045	$24,253 ▼	-3.7%	9,359	0.2%	Medical
CMC Commercial Metals	$609,117	$28,894 ▼	-4.5%	13,239	0.2%	Basic Materials
GE GE Aerospace	$567,425		0.0%	2,835	0.2%	Industrials
COST Costco Wholesale	$560,803	$7,566 ▲	1.4%	593	0.2%	Retail/Wholesale
GS The Goldman Sachs Group	$555,260	$73,233 ▲	15.2%	1,016	0.2%	Finance

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