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 December 31, 2024.
Newman Dignan & Sheerar, Inc. owns shares of 181 different stocks, but just 53 companies or ETFs make up 80% of its holdings.
Approximately 2.60% of the portfolio was purchased this quarter.
About 8.75% of the portfolio was sold this quarter.
This quarter, Newman Dignan & Sheerar, Inc. has purchased 187 new stocks and bought additional shares in 48 stocks.
Newman Dignan & Sheerar, Inc. sold shares of 88 stocks and completely divested from 14 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

Largest New Holdings this Quarter

Vanguard FTSE All-World ex-US ETF: $2,835,560 Holding
Vanguard Dividend Appreciation ETF: $970,795 Holding
J P Morgan Active Bond ETF: $890,863 Holding
iShares iBonds Dec 2029 Term Muni Bond ETF: $374,725 Holding
Vanguard FTSE Developed Markets ETF: $286,777 Holding

Largest Purchases this Quarter

Vanguard FTSE All-World ex-US ETF: 49,391 shares (about $2.84M)
Palo Alto Networks: 6,890 shares (about $1.25M)
Vanguard Dividend Appreciation ETF: 4,957 shares (about $970.80K)
J P Morgan Active Bond ETF: 17,050 shares (about $890.86K)
Schwab US Dividend Equity ETF: 21,425 shares (about $585.33K)

Largest Sales this Quarter

Exxon Mobil: 3,740 shares (about $402.32K)
Apple: 1,461 shares (about $365.86K)
Microsoft: 649 shares (about $273.56K)
iShares iBonds Dec 2025 Term Muni Bond ETF: 9,330 shares (about $248.32K)
Alphabet: 1,110 shares (about $210.12K)

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	$34,689,412	$47,890 ▼	-0.1%	1,496,523	8.9%	ETF
SCHD Schwab US Dividend Equity ETF	$22,016,540	$585,331 ▲	2.7%	805,876	5.6%	ETF
AAPL Apple	$18,047,208	$365,862 ▼	-2.0%	72,068	4.6%	Computer and Technology
UITB VictoryShares Core Intermediate Bond ETF	$16,257,554	$312,574 ▲	2.0%	353,733	4.2%	ETF
MSFT Microsoft	$12,796,522	$273,558 ▼	-2.1%	30,359	3.3%	Computer and Technology
SGOL abrdn Physical Gold Shares ETF	$11,207,470	$209,719 ▼	-1.8%	447,404	2.9%	ETF
GOOGL Alphabet	$10,874,230	$210,125 ▼	-1.9%	57,444	2.8%	Computer and Technology
NVDA NVIDIA	$9,632,870	$108,238 ▼	-1.1%	71,732	2.5%	Computer and Technology
DFAE Dimensional Emerging Core Equity Market ETF	$8,818,246	$172,465 ▲	2.0%	347,586	2.3%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$7,835,339	$406,811 ▲	5.5%	282,762	2.0%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$7,655,773	$331,160 ▲	4.5%	152,718	2.0%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$7,256,167	$43,282 ▼	-0.6%	260,358	1.9%	ETF
VOO Vanguard S&P 500 ETF	$6,848,544	$26,939 ▼	-0.4%	12,711	1.8%	ETF
AVGO Broadcom	$6,740,419	$56,800 ▼	-0.8%	29,074	1.7%	Computer and Technology
AMZN Amazon.com	$6,055,822	$23,255 ▼	-0.4%	27,603	1.6%	Retail/Wholesale
NOBL ProShares S&P 500 Aristocrats ETF	$6,047,704	$163,562 ▼	-2.6%	60,750	1.5%	ETF
FPE First Trust Preferred Securities and Income ETF	$5,959,560	$169,920 ▲	2.9%	336,698	1.5%	ETF
SCHF Schwab International Equity ETF	$5,888,932	$137,695 ▲	2.4%	318,321	1.5%	ETF
JPM JPMorgan Chase & Co.	$5,493,579	$154,131 ▼	-2.7%	22,918	1.4%	Finance
GSIE Goldman Sachs ActiveBeta International Equity ETF	$5,338,094	$45,109 ▲	0.9%	160,111	1.4%	ETF
MRK Merck & Co., Inc.	$5,075,509	$83,564 ▼	-1.6%	51,020	1.3%	Medical
SCHA Schwab US Small-Cap ETF	$4,718,970	$110,216 ▲	2.4%	182,481	1.2%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$4,669,155	$91,010 ▼	-1.9%	179,101	1.2%	ETF
JMUB JPMorgan Municipal ETF	$4,198,739	$182,244 ▼	-4.2%	83,724	1.1%	ETF
IJH iShares Core S&P Mid-Cap ETF	$4,147,704	$57,574 ▲	1.4%	66,566	1.1%	ETF
PG Procter & Gamble	$3,516,614	$14,921 ▼	-0.4%	20,976	0.9%	Consumer Staples
VO Vanguard Mid-Cap ETF	$3,465,164	$69,467 ▲	2.0%	13,119	0.9%	ETF
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$3,416,556	$162,952 ▲	5.0%	149,849	0.9%	ETF
JNJ Johnson & Johnson	$3,371,402	$160,529 ▼	-4.5%	23,312	0.9%	Medical
PWR Quanta Services	$3,215,707	$192,784 ▼	-5.7%	10,175	0.8%	Construction
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF	$3,022,957	$382 ▲	0.0%	118,734	0.8%	ETF
META Meta Platforms	$3,015,415	$36,302 ▲	1.2%	5,150	0.8%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$3,013,687	$1,037 ▲	0.0%	26,156	0.8%	ETF
GOOG Alphabet	$2,927,825	$6,856 ▼	-0.2%	15,374	0.7%	Computer and Technology
BRK.B Berkshire Hathaway	$2,897,366	$44,421 ▼	-1.5%	6,392	0.7%	Finance
LOW Lowe's Companies	$2,891,410	$66,634 ▼	-2.3%	11,716	0.7%	Retail/Wholesale
VEU Vanguard FTSE All-World ex-US ETF	$2,835,560	$2,835,560 ▲	New Holding	49,391	0.7%	ETF
GLD SPDR Gold Shares	$2,703,139	$9,685 ▼	-0.4%	11,164	0.7%	Finance
SDY SPDR S&P Dividend ETF	$2,672,722	$24,306 ▼	-0.9%	20,233	0.7%	ETF
FI Fiserv	$2,641,290	$104,559 ▼	-3.8%	12,858	0.7%	Business Services
SPY SPDR S&P 500 ETF Trust	$2,592,818	$63,883 ▼	-2.4%	4,424	0.7%	Finance
PANW Palo Alto Networks	$2,567,456	$1,253,705 ▲	95.4%	14,110	0.7%	Computer and Technology
PEP PepsiCo	$2,435,227	$146,281 ▼	-5.7%	16,015	0.6%	Consumer Staples
RTX RTX	$2,423,211	$59,365 ▼	-2.4%	20,940	0.6%	Aerospace
BAC Bank of America	$2,387,660	$44,829 ▼	-1.8%	54,327	0.6%	Finance
IBM International Business Machines	$2,259,773	$64,848 ▼	-2.8%	10,280	0.6%	Computer and Technology
CVX Chevron	$2,173,905	$80,531 ▼	-3.6%	15,009	0.6%	Oils/Energy
UNP Union Pacific	$2,166,322		0.0%	9,500	0.6%	Transportation
AMGN Amgen	$2,086,112	$41,441 ▼	-1.9%	8,004	0.5%	Medical
DFAI Dimensional International Core Equity Market ETF	$2,012,323	$66,693 ▲	3.4%	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	$62,219 ▼	-3.1%	32,809	0.5%	Computer and Technology
LHX L3Harris Technologies	$1,845,245	$29,230 ▼	-1.6%	8,775	0.5%	Aerospace
MA Mastercard	$1,787,121	$14,743 ▼	-0.8%	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	$248,317 ▼	-12.4%	66,216	0.5%	ETF
ADP Automatic Data Processing	$1,727,107	$10,246 ▼	-0.6%	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	$4,676 ▲	0.3%	71,691	0.4%	ETF
V Visa	$1,577,040	$68,581 ▼	-4.2%	4,990	0.4%	Business Services
VBR Vanguard Small-Cap Value ETF	$1,523,547	$7,134 ▲	0.5%	7,688	0.4%	ETF
EMR Emerson Electric	$1,467,827	$14,128 ▲	1.0%	11,844	0.4%	Industrial Products
MCD McDonald's	$1,462,001		0.0%	5,043	0.4%	Retail/Wholesale
XOM Exxon Mobil	$1,442,127	$402,324 ▼	-21.8%	13,406	0.4%	Oils/Energy
CRM Salesforce	$1,296,671	$11,703 ▼	-0.9%	3,878	0.3%	Computer and Technology
TMO Thermo Fisher Scientific	$1,295,382	$520 ▲	0.0%	2,490	0.3%	Medical
QCOM QUALCOMM	$1,273,574	$12,137 ▼	-0.9%	8,290	0.3%	Computer and Technology
VZ Verizon Communications	$1,262,477	$21,235 ▲	1.7%	31,570	0.3%	Computer and Technology
VTV Vanguard Value ETF	$1,227,742	$72,967 ▼	-5.6%	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	$27,600 ▼	-2.3%	16,594	0.3%	Utilities
ORCL Oracle	$1,184,144	$16,664 ▼	-1.4%	7,106	0.3%	Computer and Technology
MDT Medtronic	$1,181,106	$80,679 ▼	-6.4%	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	$152,742 ▼	-12.4%	20,587	0.3%	ETF
BX Blackstone	$1,066,256	$1,724 ▼	-0.2%	6,184	0.3%	Finance
LLY Eli Lilly and Company	$1,018,268	$6,176 ▼	-0.6%	1,319	0.3%	Medical
CWI SPDR MSCI ACWI ex-US ETF	$1,002,761	$17,295 ▼	-1.7%	35,890	0.3%	ETF
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$999,942	$89,403 ▼	-8.2%	39,918	0.3%	ETF
BMY Bristol-Myers Squibb	$998,118	$29,638 ▼	-2.9%	17,647	0.3%	Medical
DHR Danaher	$993,492	$61,978 ▼	-5.9%	4,328	0.3%	Multi-Sector Conglomerates
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF	$991,236		0.0%	39,366	0.3%	ETF
CFG Citizens Financial Group	$977,717	$481 ▲	0.0%	22,343	0.3%	Finance
VNQ Vanguard Real Estate ETF	$977,342	$18,528 ▼	-1.9%	10,972	0.3%	ETF
VIG Vanguard Dividend Appreciation ETF	$970,795	$970,795 ▲	New Holding	4,957	0.2%	ETF
XBI SPDR S&P Biotech ETF	$968,239	$9,456 ▼	-1.0%	10,751	0.2%	ETF
ROP Roper Technologies	$959,720	$19,236 ▼	-2.0%	1,846	0.2%	Computer and Technology
MDLZ Mondelez International	$901,326	$24,609 ▼	-2.7%	15,090	0.2%	Consumer Staples
J P Morgan Active Bond ETF	$890,863	$890,863 ▲	New Holding	17,050	0.2%	ETF
DIS Walt Disney	$880,488	$35,188 ▼	-3.8%	7,907	0.2%	Consumer Discretionary
KO Coca-Cola	$843,872	$125 ▲	0.0%	13,554	0.2%	Consumer Staples
ITW Illinois Tool Works	$817,224	$76,068 ▼	-8.5%	3,223	0.2%	Industrial Products
ADBE Adobe	$735,945	$22,679 ▲	3.2%	1,655	0.2%	Computer and Technology
HPQ HP	$731,326	$1,305 ▼	-0.2%	22,413	0.2%	Computer and Technology
PBE Invesco Biotechnology & Genome ETF	$723,299	$36,591 ▼	-4.8%	10,872	0.2%	ETF
AMAT Applied Materials	$721,462	$186,546 ▲	34.9%	4,436	0.2%	Computer and Technology
TJX TJX Companies	$691,879	$72,486 ▼	-9.5%	5,727	0.2%	Retail/Wholesale
KLAC KLA	$691,257	$73,726 ▼	-9.6%	1,097	0.2%	Computer and Technology
ABBV AbbVie	$690,365	$7,997 ▼	-1.1%	3,885	0.2%	Medical
CMC Commercial Metals	$687,792	$198 ▲	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

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

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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