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

About Newman Dignan & Sheerar, Inc.

Investment Activity

Newman Dignan & Sheerar, Inc. has $463.07 million in total holdings as of September 30, 2025.
Newman Dignan & Sheerar, Inc. owns shares of 180 different stocks, but just 51 companies or ETFs make up 80% of its holdings.
Approximately 1.77% of the portfolio was purchased this quarter.
About 2.91% of the portfolio was sold this quarter.
This quarter, Newman Dignan & Sheerar, Inc. has purchased 195 new stocks and bought additional shares in 53 stocks.
Newman Dignan & Sheerar, Inc. sold shares of 88 stocks and completely divested from 20 stocks this quarter.

Largest Holdings

Schwab US Large-Cap ETF: $40,669,138
Applied Finance Valuation Large Cap ETF: $29,378,744
Schwab US Dividend Equity ETF: $25,164,729
VictoryShares Core Intermediate Bond ETF: $21,925,196
Apple: $15,045,403

Largest New Holdings this Quarter

22788C105 - CrowdStrike: $372,689 Holding
46641Q332 - JPMorgan Equity Premium Income ETF: $263,276 Holding
718546104 - Phillips 66: $225,249 Holding
46436E312 - iShares iBonds Dec 2032 Term Corporate ETF: $216,850 Holding
064058100 - Bank of New York Mellon: $213,453 Holding

Largest Purchases this Quarter

PIMCO Intermediate Municipal Bond Exchange-Traded Fund: 40,890 shares (about $2.14M)
VictoryShares Core Intermediate Bond ETF: 17,845 shares (about $847.99K)
JPMorgan Municipal ETF: 16,329 shares (about $824.12K)
Schwab US Dividend Equity ETF: 18,452 shares (about $503.74K)
First Trust Preferred Securities and Income ETF: 23,360 shares (about $426.09K)

Largest Sales this Quarter

Vanguard Tax-Exempt Bond ETF: 19,587 shares (about $980.72K)
Broadcom: 2,218 shares (about $731.74K)
Schwab US Large-Cap ETF: 20,217 shares (about $532.52K)
Apple: 1,766 shares (about $449.68K)
abrdn Physical Gold Shares ETF: 12,186 shares (about $448.57K)

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	$40,669,138	$532,516 ▼	-1.3%	1,544,007	8.8%	ETF
VSLU Applied Finance Valuation Large Cap ETF	$29,378,744	$20,791 ▼	-0.1%	688,156	6.3%	ETF
SCHD Schwab US Dividend Equity ETF	$25,164,729	$503,740 ▲	2.0%	921,785	5.4%	ETF
UITB VictoryShares Core Intermediate Bond ETF	$21,925,196	$847,994 ▲	4.0%	461,389	4.7%	ETF
AAPL Apple	$15,045,403	$449,679 ▼	-2.9%	59,087	3.2%	Computer and Technology
SGOL abrdn Physical Gold Shares ETF	$14,961,461	$448,567 ▼	-2.9%	406,451	3.2%	ETF
MSFT Microsoft	$14,019,854	$422,129 ▼	-2.9%	27,068	3.0%	Computer and Technology
GOOGL Alphabet	$12,893,464	$354,438 ▼	-2.7%	53,038	2.8%	Computer and Technology
DFAE Dimensional Emerging Core Equity Market ETF	$11,062,802	$122,021 ▲	1.1%	350,866	2.4%	ETF
NVDA NVIDIA	$10,994,047	$202,439 ▼	-1.8%	58,924	2.4%	Computer and Technology
AVGO Broadcom	$8,182,467	$731,744 ▼	-8.2%	24,802	1.8%	Computer and Technology
VOO Vanguard S&P 500 ETF	$7,702,912	$112,062 ▼	-1.4%	12,579	1.7%	ETF
SCHF Schwab International Equity ETF	$7,656,049	$13,316 ▼	-0.2%	328,868	1.7%	ETF
FPE First Trust Preferred Securities and Income ETF	$7,401,262	$426,086 ▲	6.1%	405,771	1.6%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$7,190,070	$161,369 ▼	-2.2%	225,323	1.6%	ETF
GSIE Goldman Sachs ActiveBeta International Equity ETF	$7,078,805	$172,867 ▼	-2.4%	172,192	1.5%	ETF
JHMM John Hancock Multifactor Mid Cap ETF	$6,628,889	$229,002 ▲	3.6%	102,472	1.4%	ETF
AMZN Amazon.com	$6,321,363	$13,174 ▲	0.2%	28,790	1.4%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$6,120,853	$313,534 ▼	-4.9%	19,405	1.3%	Finance
JMUB JPMorgan Municipal ETF	$5,900,187	$824,123 ▲	16.2%	116,905	1.3%	ETF
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$5,655,413	$2,137,738 ▲	60.8%	108,175	1.2%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$4,591,710	$52,922 ▼	-1.1%	157,737	1.0%	ETF
VO Vanguard Mid-Cap ETF	$4,586,077	$22,030 ▲	0.5%	15,613	1.0%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$4,440,513	$162,635 ▼	-3.5%	149,815	1.0%	ETF
IJH iShares Core S&P Mid-Cap ETF	$4,315,388	$75,180 ▼	-1.7%	66,126	0.9%	ETF
DFAI Dimensional International Core Equity Market ETF	$4,181,517	$255,613 ▲	6.5%	115,035	0.9%	ETF
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$4,105,933	$241,013 ▲	6.2%	174,944	0.9%	ETF
JNJ Johnson & Johnson	$4,027,400	$225,104 ▼	-5.3%	21,720	0.9%	Medical
MRK Merck & Co., Inc.	$3,751,270	$103,990 ▼	-2.7%	44,695	0.8%	Medical
GLD SPDR Gold Shares	$3,726,747	$35,547 ▼	-0.9%	10,484	0.8%	Finance
PWR Quanta Services	$3,726,057	$181,516 ▼	-4.6%	8,991	0.8%	Construction
META Meta Platforms	$3,719,461	$209,289 ▼	-5.3%	5,065	0.8%	Computer and Technology
VEU Vanguard FTSE All-World ex-US ETF	$3,705,401	$77,223 ▲	2.1%	51,918	0.8%	ETF
SCHA Schwab US Small-Cap ETF	$3,610,486	$88,750 ▼	-2.4%	129,408	0.8%	ETF
RTX RTX	$3,458,507	$5,020 ▲	0.1%	20,669	0.7%	Aerospace
GOOG Alphabet	$3,295,020	$45,057 ▼	-1.3%	13,529	0.7%	Computer and Technology
BRK.B Berkshire Hathaway	$3,275,854	$27,148 ▲	0.8%	6,516	0.7%	Finance
SPY SPDR S&P 500 ETF Trust	$3,055,753	$52,628 ▼	-1.7%	4,587	0.7%	Finance
VTEB Vanguard Tax-Exempt Bond ETF	$3,006,390	$980,717 ▼	-24.6%	60,044	0.6%	ETF
PANW Palo Alto Networks	$2,808,938	$52,941 ▼	-1.8%	13,795	0.6%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$2,753,801	$66,308 ▼	-2.4%	23,174	0.6%	ETF
BAC Bank of America	$2,729,571	$877 ▼	0.0%	52,909	0.6%	Finance
PG Procter & Gamble	$2,729,361	$178,239 ▼	-6.1%	17,763	0.6%	Consumer Staples
NOBL ProShares S&P 500 Aristocrats ETF	$2,726,399	$75,035 ▼	-2.7%	26,452	0.6%	ETF
LOW Lowe's Companies	$2,698,584	$171,646 ▼	-6.0%	10,738	0.6%	Retail/Wholesale
SDY SPDR S&P Dividend ETF	$2,577,950	$85,012 ▼	-3.2%	18,407	0.6%	ETF
IBM International Business Machines	$2,504,064	$204,839 ▼	-7.6%	8,875	0.5%	Computer and Technology
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF	$2,464,870	$253,623 ▼	-9.3%	96,059	0.5%	ETF
LHX L3Harris Technologies	$2,292,774	$240,975 ▼	-9.5%	7,507	0.5%	Aerospace
CSCO Cisco Systems	$2,205,702	$28,531 ▲	1.3%	32,238	0.5%	Computer and Technology
UNP Union Pacific	$2,181,089		0.0%	9,227	0.5%	Transportation
CVX Chevron	$2,162,392	$166,625 ▼	-7.2%	13,925	0.5%	Energy
AMGN Amgen	$2,158,059	$115,142 ▼	-5.1%	7,647	0.5%	Medical
PEP PepsiCo	$2,071,433	$104,484 ▼	-4.8%	14,750	0.4%	Consumer Staples
ORCL Oracle	$1,999,187	$14,063 ▼	-0.7%	7,108	0.4%	Computer and Technology
HD Home Depot	$1,943,258		0.0%	4,796	0.4%	Retail/Wholesale
SCHB Schwab US Broad Market ETF	$1,793,628	$38,154 ▼	-2.1%	69,764	0.4%	ETF
ADP Automatic Data Processing	$1,712,573		0.0%	5,835	0.4%	Computer and Technology
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF	$1,680,153	$77,597 ▼	-4.4%	65,953	0.4%	ETF
MA Mastercard	$1,624,748	$156,445 ▼	-8.8%	2,856	0.4%	Business Services
FI Fiserv	$1,613,430	$27,075 ▲	1.7%	12,514	0.3%	Business Services
V Visa	$1,607,361	$23,216 ▲	1.5%	4,708	0.3%	Business Services
JHSC John Hancock Multifactor Small Cap ETF	$1,494,464	$7,198 ▼	-0.5%	35,710	0.3%	ETF
XLK Technology Select Sector SPDR Fund	$1,454,006	$282 ▲	0.0%	5,159	0.3%	ETF
MCD McDonald's	$1,451,607	$75,057 ▼	-4.9%	4,777	0.3%	Retail/Wholesale
EMR Emerson Electric	$1,414,776	$19,677 ▼	-1.4%	10,785	0.3%	Industrials
VBR Vanguard Small-Cap Value ETF	$1,390,946	$11,480 ▼	-0.8%	6,664	0.3%	ETF
NEE NextEra Energy	$1,372,152	$83,792 ▲	6.5%	18,177	0.3%	Utilities
VZ Verizon Communications	$1,295,525	$2,329 ▼	-0.2%	29,477	0.3%	Computer and Technology
QCOM QUALCOMM	$1,238,103	$157,716 ▼	-11.3%	7,442	0.3%	Computer and Technology
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF	$1,237,284		0.0%	48,256	0.3%	ETF
MDT Medtronic	$1,234,406	$95,145 ▼	-7.2%	12,961	0.3%	Medical
XOM Exxon Mobil	$1,228,110	$18,153 ▲	1.5%	10,892	0.3%	Energy
KLAC KLA	$1,227,037	$6,469 ▲	0.5%	1,138	0.3%	Computer and Technology
TMO Thermo Fisher Scientific	$1,174,803	$65,482 ▼	-5.3%	2,422	0.3%	Medical
CWI SPDR MSCI ACWI ex-US ETF	$1,120,758	$56,221 ▼	-4.8%	32,095	0.2%	ETF
BX Blackstone	$1,043,221	$16,060 ▼	-1.5%	6,106	0.2%	Finance
CFG Citizens Financial Group	$1,035,838	$12,759 ▼	-1.2%	19,485	0.2%	Finance
AMAT Applied Materials	$1,028,304	$20,681 ▲	2.1%	5,022	0.2%	Computer and Technology
IEMG iShares Core MSCI Emerging Markets ETF	$1,014,804	$54,847 ▼	-5.1%	15,394	0.2%	ETF
Roper Technologies, Inc	$994,653	$128,133 ▼	-11.4%	1,995	0.2%	COM
CRM Salesforce	$988,297	$6,873 ▼	-0.7%	4,170	0.2%	Computer and Technology
VUG Vanguard Growth ETF	$986,503	$148,191 ▼	-13.1%	2,057	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$980,603	$4,963 ▼	-0.5%	4,544	0.2%	ETF
ABBV AbbVie	$977,115	$41,678 ▲	4.5%	4,220	0.2%	Medical
DIS Walt Disney	$962,328	$27,135 ▲	2.9%	8,405	0.2%	Consumer Discretionary
IVV iShares Core S&P 500 ETF	$925,642	$13,386 ▼	-1.4%	1,383	0.2%	ETF
GS The Goldman Sachs Group	$910,531	$47,797 ▲	5.5%	1,143	0.2%	Finance
KO CocaCola	$908,109	$199 ▲	0.0%	13,693	0.2%	Consumer Staples
WMT Walmart	$905,418	$9,482 ▼	-1.0%	8,785	0.2%	Retail/Wholesale
VTV Vanguard Value ETF	$873,273	$97,341 ▼	-10.0%	4,683	0.2%	ETF
IBDW iShares iBonds Dec 2031 Term Corporate ETF	$869,293	$280,208 ▲	47.6%	40,966	0.2%	ETF
XBI SPDR S&P Biotech ETF	$859,806		0.0%	8,581	0.2%	ETF
TJX TJX Companies	$859,065	$3,614 ▼	-0.4%	5,943	0.2%	Retail/Wholesale
Palantir Technologies Inc.	$845,517	$36,666 ▼	-4.2%	4,635	0.2%	COM
VNQ Vanguard Real Estate ETF	$816,327	$59,791 ▼	-6.8%	8,929	0.2%	ETF
iShares iBonds Dec 2030 Muni Bond ETF	$808,897		0.0%	31,016	0.2%	ETF
MDLZ Mondelez International	$792,744	$7,809 ▼	-1.0%	12,690	0.2%	Consumer Staples
BMY Bristol Myers Squibb	$785,217	$26,924 ▼	-3.3%	17,411	0.2%	Medical
LLY Eli Lilly and Company	$775,231	$7,630 ▼	-1.0%	1,016	0.2%	Medical

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