The Analysis of Newman Dignan & Sheerar, Inc.'s Holdings

Currently, Newman Dignan & Sheerar, Inc. holds 188 types of securities in its portfolio with a total value $479.9M. In the most recent quarter, they have increased their positions in UITB (+21.6K shares, valued at $1.0M), SCHD (+33.3K shares, valued at $912.1K), DFAE (+27.4K shares, valued at $891.1K); decreased their positions in N/A (-15.3K shares, valued at $1.6M), IBMO (-50.4K shares, valued at $1.3M), N/A (-26.6K shares, valued at $1.1M); initiated new positions in BRK.A (+1 shares, valued at $754.8K), PYLD (+22.0K shares, valued at $588.2K), TDVG (+12.3K shares, valued at $551.5K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX Schwab Dow Jones US Large Cap ETF1.5M shares-0.36%2025-12-312026-01-22

VSLU Applied Finance Valuation Lg Cap ETF704.5K shares2.38%2025-12-312026-01-22

SCHD Schwab Dow Jones US Div Eq ETF955.0K shares3.61%2025-12-312026-01-22

UITB VictoryShares Core Intermediate Bond ETF483.0K shares4.69%2025-12-312026-01-22

Alphabet, Inc. Cl A Alphabet, Inc. Cl A52.5K shares-0.97%2025-12-312026-01-22

AAPL Apple, Inc58.3K shares-1.32%2025-12-312026-01-22

ETFS Phys. Swiss Gold Shares ETFS Phys. Swiss Gold Shares379.8K shares-6.55%2025-12-312026-01-22

MSFT Microsoft Corp26.7K shares-1.51%2025-12-312026-01-22

Sponsored

DFAE Dimensional Emerg Core Equity Mkt ETF378.2K shares7.80%2025-12-312026-01-22

NVDA Nvidia Corp56.9K shares-3.48%2025-12-312026-01-22

FPE First Trust Preferred Sec & Inc ETF449.5K shares10.78%2025-12-312026-01-22

SCHF Schwab FTSE Developed ex-US ETF337.9K shares2.75%2025-12-312026-01-22

Broadcom Limited Broadcom Limited23.2K shares-6.63%2025-12-312026-01-22

Vanguard S&P 500 ETF Vanguard S&P 500 ETF12.6K shares-0.14%2025-12-312026-01-22

GSIE Goldman Sachs ActiveBeta Intl Eq ETF176.6K shares2.58%2025-12-312026-01-22

SCHG Schwab Dow Jones US Large Growth ETF222.7K shares-1.15%2025-12-312026-01-22

Sponsored

JHMM J H Multifactor Mid Cap ETF106.2K shares3.65%2025-12-312026-01-22

AMZN Amazon.com29.4K shares2.04%2025-12-312026-01-22

MUNI PIMCO Intermediate Muni ETF118.6K shares9.61%2025-12-312026-01-22

JMUB J.P. Morgan Municipal ETF123.0K shares5.25%2025-12-312026-01-22

JPM J P Morgan Chase & Co19.3K shares-0.64%2025-12-312026-01-22

DFAI Dimensional International Core Equity Mkt ETF124.6K shares8.32%2025-12-312026-01-22

SCHV Schwab Dow Jones US Large Value ETF156.9K shares-0.54%2025-12-312026-01-22

SCHM Schwab Dow Jones US Mid-Cap ETF153.0K shares2.15%2025-12-312026-01-22

Sponsored

JNJ Johnson & Johnson22.1K shares1.75%2025-12-312026-01-22

VO Vanguard Mid-Cap ETF15.3K shares-2.06%2025-12-312026-01-22

IJH iShares S&P Midcap 400 Index ETF65.6K shares-0.79%2025-12-312026-01-22

IBDU iShares iBonds Dec 2029 Corp Bond ETF182.5K shares4.31%2025-12-312026-01-22

Alphabet, Inc. Cl C Alphabet, Inc. Cl C13.4K shares-1.15%2025-12-312026-01-22

GLD SPDR Gold Shares10.5K shares0.47%2025-12-312026-01-22

RTX RTX Corp.20.8K shares0.78%2025-12-312026-01-22

PWR Quanta Services Inc9.0K shares0.34%2025-12-312026-01-22

Sponsored

VEU Vanguard FTSE All-World ex-USA ETF50.1K shares-3.44%2025-12-312026-01-22

SCHA Schwab Dow Jones US Sm-Cap ETF127.6K shares-1.43%2025-12-312026-01-22

Berkshire Hathaway B Berkshire Hathaway B6.8K shares4.83%2025-12-312026-01-22

META Meta Platforms Cl A5.0K shares-0.83%2025-12-312026-01-22

SPY SPDR S&P 500 ETF4.6K shares-0.39%2025-12-312026-01-22

Merck & Co Inc Merck & Co Inc29.4K shares-34.18%2025-12-312026-01-22

BAC Bank Of America55.1K shares4.07%2025-12-312026-01-22

VTEB Vanguard Tax-Exempt Bond ETF57.9K shares-3.56%2025-12-312026-01-22

Sponsored

IJR iShares S&P Smallcap 600 Index ETF23.1K shares-0.28%2025-12-312026-01-22

NOBL Proshares S&P 500 Div Aristocrats26.2K shares-0.84%2025-12-312026-01-22

IBM International Business Machines9.1K shares2.54%2025-12-312026-01-22

LOW Lowes Companies10.9K shares1.56%2025-12-312026-01-22

PANW Palo Alto Networks Inc14.0K shares1.16%2025-12-312026-01-22

AMGN Amgen Inc7.8K shares2.30%2025-12-312026-01-22

PG Procter & Gamble Inc17.5K shares-1.37%2025-12-312026-01-22

CSCO Cisco Systems32.3K shares0.34%2025-12-312026-01-22

Sponsored

CVX ChevronTexaco Corp15.7K shares13.01%2025-12-312026-01-22

LHX L3Harris Technologies Inc7.6K shares1.65%2025-12-312026-01-22

PEP Pepsico14.8K shares0.48%2025-12-312026-01-22

XOM Exxon-Mobil15.9K shares46.18%2025-12-312026-01-22

SDY SPDR S&P Dividend ETF13.7K shares-25.68%2025-12-312026-01-22

UNP Union Pacific Corp8.0K shares-13.75%2025-12-312026-01-22

SCHB Schwab Dow Jones US Broad Mkt ETF70.1K shares0.44%2025-12-312026-01-22

V Visa, Inc.4.9K shares4.72%2025-12-312026-01-22

Sponsored

MA Mastercard Inc2.9K shares0.60%2025-12-312026-01-22

ADP Automatic Data Processing5.8K shares-0.69%2025-12-312026-01-22

NEE NextEra Energy Inc.18.4K shares1.49%2025-12-312026-01-22

HD Home Depot4.3K shares-10.86%2025-12-312026-01-22

KLAC KLA Tencor Corp1.2K shares6.15%2025-12-312026-01-22

JHSC JH/DFA Small Cap Multifactor ETF34.9K shares-2.36%2025-12-312026-01-22

XLK SPDR Technology Select Sector10.1K shares96.12%2025-12-312026-01-22

MCD McDonalds Corp4.8K shares-0.52%2025-12-312026-01-22

Sponsored

EMR Emerson Electric10.8K shares-0.28%2025-12-312026-01-22

VBR Vanguard Small-Cap Value ETF6.6K shares-0.78%2025-12-312026-01-22

TMO Thermo Fisher Scientific2.4K shares-1.03%2025-12-312026-01-22

ORCL Oracle Systems6.7K shares-5.35%2025-12-312026-01-22

Medtronic plc Medtronic plc13.2K shares1.85%2025-12-312026-01-22

QCOM Qualcomm Corp7.4K shares-0.46%2025-12-312026-01-22

AMAT Applied Materials4.9K shares-2.97%2025-12-312026-01-22

General Electric General Electric4.0K shares57.29%2025-12-312026-01-22

Sponsored

IBMO iShares iBonds Dec 2026 Muni Bond ETF45.6K shares-52.49%2025-12-312026-01-22

VZ Verizon Communications28.0K shares-5.09%2025-12-312026-01-22

CWI SPDR MSCI Acwi Ex-US31.4K shares-2.30%2025-12-312026-01-22

CFG Citizens Financial Group19.0K shares-2.41%2025-12-312026-01-22

CRM Salesforce Com4.2K shares0.26%2025-12-312026-01-22

LLY Lilly Eli & Co1.0K shares0.00%2025-12-312026-01-22

XBI SPDR S&P Biotech ETF8.6K shares0.59%2025-12-312026-01-22

IBDW iShares iBonds Dec 2031 Corp Bond ETF47.9K shares16.95%2025-12-312026-01-22

Sponsored

GS Goldman Sachs Group1.1K shares0.52%2025-12-312026-01-22

TJX TJX Cos Inc6.5K shares9.69%2025-12-312026-01-22

DIS Disney Walt Co8.8K shares4.45%2025-12-312026-01-22

VUG Vanguard Growth ETF2.0K shares-0.92%2025-12-312026-01-22

VIG Vanguard Div Appreciation ETF4.5K shares-0.53%2025-12-312026-01-22

IEMG iShare Core MSCI Emerging Markets14.7K shares-4.54%2025-12-312026-01-22

KO Coca Cola14.1K shares3.01%2025-12-312026-01-22

ABBV AbbVie Inc4.3K shares1.42%2025-12-312026-01-22

Sponsored

WMT Wal-Mart Stores8.8K shares-0.24%2025-12-312026-01-22

BMY Bristol Myers Squibb17.8K shares2.26%2025-12-312026-01-22

IVV iShares Core S&P 500 ETF1.4K shares0.00%2025-12-312026-01-22

Blackstone Group Lp Blackstone Group Lp6.1K shares0.31%2025-12-312026-01-22

ROP Roper Technologies, Inc2.1K shares6.27%2025-12-312026-01-22

IBMS iShares iBonds Dec 2030 Muni Bond ETF35.8K shares15.55%2025-12-312026-01-22

IBMP iShares iBonds Dec 2027 Muni Bond ETF36.3K shares-45.01%2025-12-312026-01-22

CMC Commercial Metals Co13.3K shares-0.47%2025-12-312026-01-22

Sponsored

CVS CVS Health Corporation11.1K shares25.45%2025-12-312026-01-22

DHR Danaher Corp3.8K shares2.64%2025-12-312026-01-22

PBE Invesco Biotech & Genomics ETF10.1K shares3.05%2025-12-312026-01-22

VNQ Vanguard REIT9.2K shares3.47%2025-12-312026-01-22

STT State Street Boston Corp6.0K shares0.00%2025-12-312026-01-22

ITW Illinois Tool Works3.1K shares5.23%2025-12-312026-01-22

BRK.A Berkshire Hathaway Inc A1 sharesnew addition2025-12-312026-01-22

PLTR Palantir Technologies Inc.4.0K shares-13.23%2025-12-312026-01-22

Sponsored

IBDV iShares iBonds Dec 2030 Corp Bond ETF32.0K shares12.03%2025-12-312026-01-22

GEV Ge Vernova Llc Com1.0K shares44.86%2025-12-312026-01-22

MDLZ Mondelez Intl Inc Cl A11.8K shares-6.67%2025-12-312026-01-22

ABT Abbott Labs5.1K shares-0.20%2025-12-312026-01-22

MS Morgan Stanley Group3.3K shares42.96%2025-12-312026-01-22

PYLD PIMCO Multisector Bond Active ETF22.0K sharesnew addition2025-12-312026-01-22

IBMQ iShares iBonds Dec 2028 Muni Bond ETF22.6K shares-53.24%2025-12-312026-01-22

IBMR iShares iBonds Dec 2029 Muni Bond ETF22.3K shares0.00%2025-12-312026-01-22

Sponsored

TDVG T. Rowe Price Dividend Growth ETF12.3K sharesnew addition2025-12-312026-01-22

COST Costco Whsl Corp637 shares8.33%2025-12-312026-01-22

Hewlett Packard Hewlett Packard24.6K shares4.62%2025-12-312026-01-22

TSLA Tesla Motors Inc1.2K shares0.58%2025-12-312026-01-22

PEG Public Svc Enterprise6.3K shares11.79%2025-12-312026-01-22

FI Fiserv Inc7.4K shares-40.93%2025-12-312026-01-22

IVW iShares S&P 500 Barra Gr. Fd.4.0K shares-4.50%2025-12-312026-01-22

TSN Tyson Foods Inc8.3K shares16.88%2025-12-312026-01-22

Sponsored

VTV Vanguard Value ETF2.5K shares-46.02%2025-12-312026-01-22

NVS Novartis ADR3.5K shares0.00%2025-12-312026-01-22

VXUS Vanguard Total International Stock6.4K shares12.37%2025-12-312026-01-22

HACK HACK- Cyber Security ETF5.8K shares0.00%2025-12-312026-01-22

VTI Vanguard Total Stock Mkt ETF1.4K shares-11.05%2025-12-312026-01-22

CIBR First Trust NASDAQ Cybersecurity ETF6.3K shares21.02%2025-12-312026-01-22

PFE Pfizer Inc17.5K shares11.97%2025-12-312026-01-22

INCY Incyte Genomics Inc4.4K shares-9.54%2025-12-312026-01-22

Sponsored

MPLX MPLX LP8.1K shares0.00%2025-12-312026-01-22

INTU Intuit Inc.650 shares0.00%2025-12-312026-01-22

ADBE Adobe Systems1.2K shares-32.98%2025-12-312026-01-22

VEA Vanguard FTSE Dev Mkt ETF6.6K shares0.00%2025-12-312026-01-22

MDY S&P 400 Mid-Cap SPDR ETF681 shares0.00%2025-12-312026-01-22

MTUM iShares MSCI USA Momentum1.6K shares0.06%2025-12-312026-01-22

IBDS iShares iBonds Dec 2027 Corp Bond ETF16.3K shares0.02%2025-12-312026-01-22

IBMT iShares iBonds Dec 2031 Term Muni Bd ETF15.1K sharesnew addition2025-12-312026-01-22

Sponsored

FNDX Sch Fundamental US Large Co ETF14.1K shares-2.26%2025-12-312026-01-22

CRWD Crowdstrike Hldgs Inc815 shares7.24%2025-12-312026-01-22

MMM 3M Company2.3K shares0.04%2025-12-312026-01-22

AON Corp AON Corp1.0K shares-0.10%2025-12-312026-01-22

AMT American Tower Corp2.1K shares0.05%2025-12-312026-01-22

WFC Wells Fargo & Company3.9K shares0.00%2025-12-312026-01-22

WFC-PL Wells Fargo & Co 7.50pcnt Pfd294 shares0.68%2025-12-312026-01-22

BN Brookfield Corp.7.7K shares53.17%2025-12-312026-01-22

Sponsored

VRTX Vertex Pharmaceuticals779 shares-4.53%2025-12-312026-01-22

IWM iShares Russell 2000 Index Fund ETF1.4K shares-4.27%2025-12-312026-01-22

PM Philip Morris Intl Inc2.1K shares0.00%2025-12-312026-01-22

PYPL Paypal Holdings, Inc.5.7K shares-13.35%2025-12-312026-01-22

ILDR First Trust Innovation Leaders ETF10.0K shares3.08%2025-12-312026-01-22

COF Capital One Financial1.3K shares38.66%2025-12-312026-01-22

AVUV Avantis US Small Cap Value ETF3.1K sharesnew addition2025-12-312026-01-22

NOC Northrop Grumman Corp563 shares0.00%2025-12-312026-01-22

Sponsored

JBND J P Morgan Active Bond ETF5.9K shares0.00%2025-12-312026-01-22

TE Connectivity Ltd TE Connectivity Ltd1.4K shares0.00%2025-12-312026-01-22

XLE Sector Spdr Engy Select7.0K shares94.47%2025-12-312026-01-22

IBDR iShares iBonds Dec 2026 Corp Bond ETF13.0K shares-26.56%2025-12-312026-01-22

A Agilent Technologies2.3K sharesnew addition2025-12-312026-01-22

PSX Phillips 662.4K shares45.47%2025-12-312026-01-22

NKE Nike Inc Class B4.8K shares0.00%2025-12-312026-01-22

VLO Valero Energy Corp.1.9K shares17.70%2025-12-312026-01-22

Sponsored

PowerShares QQQ ETF PowerShares QQQ ETF497 shares-1.78%2025-12-312026-01-22

CTVA Corteva Inc4.4K sharesnew addition2025-12-312026-01-22

JEPI JPMorgan Equity Premium Income ETF5.1K shares9.89%2025-12-312026-01-22

ET Energy Transfer Equity17.1K shares11.80%2025-12-312026-01-22

IBDT iShares iBonds Dec 2028 Corp Bond ETF10.9K shares8.42%2025-12-312026-01-22

JCI Johnson Controls PLC2.3K shares0.00%2025-12-312026-01-22

MO Altria Group Inc4.6K shares7.01%2025-12-312026-01-22

TFC Truist Finl Corp5.4K shares6.54%2025-12-312026-01-22

Sponsored

JMST JPMorgan Ultra-Short Municipal Inc ETF5.0K sharesnew addition2025-12-312026-01-22

KMI Kinder Morgan Inc9.2K shares3.65%2025-12-312026-01-22

VDC Vanguard Consumer Staples ETF1.2K shares-49.64%2025-12-312026-01-22

Unilever Plc Adr New Unilever Plc Adr New3.7K sharesnew addition2025-12-312026-01-22

IBDX iShares iBonds Dec 2032 Corp Bond ETF9.4K shares11.64%2025-12-312026-01-22

LMT Lockheed Martin Corp497 shares0.00%2025-12-312026-01-22

COP Conoco Phillips2.6K shares-28.01%2025-12-312026-01-22

INTC Intel Corp6.5K shares-13.18%2025-12-312026-01-22

Sponsored

VWO Vanguard Emerging Mkt Fd ETF4.4K sharesnew addition2025-12-312026-01-22

IGM iShares - Expanded Tech. Sector Index1.8K shares0.00%2025-12-312026-01-22

BK Bank of New York Mellon2.0K shares0.00%2025-12-312026-01-22

SCHZ Schwab US AGG Bnd ETF9.7K shares0.91%2025-12-312026-01-22

VT Vanguard Total World ETF1.6K sharesnew addition2025-12-312026-01-22

ALL Allstate Corp1.1K sharesnew addition2025-12-312026-01-22

XLRE Real Estate Sector SPDR5.5K shares1.08%2025-12-312026-01-22

TGT Target Corp2.2K sharesnew addition2025-12-312026-01-22

Sponsored

SYY Sysco Inc2.9K shares-0.69%2025-12-312026-01-22

VOE Vanguard Mid Cap Value ETF1.1K shares-35.90%2025-12-312026-01-22

Du Pont E I De Nemours Du Pont E I De Nemours5.0K shares48.95%2025-12-312026-01-22

Duke Energy Duke Energy1.7K shares-1.43%2025-12-312026-01-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available