The Analysis of Newman Dignan & Sheerar, Inc.'s Holdings
Currently, Newman Dignan & Sheerar, Inc. holds 180 types of securities in its portfolio with a total value $463.1M. In the most recent quarter, they have increased their positions in MUNI (+40.9K shares, valued at $2.1M), UITB (+17.8K shares, valued at $848.0K), JMUB (+16.3K shares, valued at $824.1K); decreased their positions in VTEB (-19.6K shares, valued at $980.7K), AVGO (-2.2K shares, valued at $731.7K), SCHX (-20.2K shares, valued at $532.5K); initiated new positions in CRWD (+760 shares, valued at $372.7K), JEPI (+4.6K shares, valued at $263.3K), PSX (+1.7K shares, valued at $225.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHX Schwab Dow Jones US Large Cap ETF1.5M shares-1.29%2025-09-302025-10-09
VSLU Applied Finance Valuation Lg Cap ETF688.2K shares-0.07%2025-09-302025-10-09 SCHD Schwab Dow Jones US Div Eq ETF921.8K shares2.04%2025-09-302025-10-09 UITB VictoryShares Core Intermediate Bond ETF461.4K shares4.02%2025-09-302025-10-09 AAPL Apple, Inc59.1K shares-2.90%2025-09-302025-10-09 SGOL ETFS Phys. Swiss Gold Shares406.5K shares-2.91%2025-09-302025-10-09 MSFT Microsoft Corp27.1K shares-2.92%2025-09-302025-10-09 GOOGL Alphabet, Inc. Cl A53.0K shares-2.68%2025-09-302025-10-09 DFAE Dimensional Emerg Core Equity Mkt ETF350.9K shares1.12%2025-09-302025-10-09 NVDA Nvidia Corp58.9K shares-1.81%2025-09-302025-10-09 AVGO Broadcom Limited24.8K shares-8.21%2025-09-302025-10-09 VOO Vanguard S&P 500 ETF12.6K shares-1.43%2025-09-302025-10-09 SCHF Schwab FTSE Developed ex-US ETF328.9K shares-0.17%2025-09-302025-10-09 FPE First Trust Preferred Sec & Inc ETF405.8K shares6.11%2025-09-302025-10-09 SCHG Schwab Dow Jones US Large Growth ETF225.3K shares-2.20%2025-09-302025-10-09 GSIE Goldman Sachs ActiveBeta Intl Eq ETF172.2K shares-2.38%2025-09-302025-10-09 JHMM J H Multifactor Mid Cap ETF102.5K shares3.58%2025-09-302025-10-09 AMZN Amazon.com28.8K shares0.21%2025-09-302025-10-09 JPM J P Morgan Chase & Co19.4K shares-4.87%2025-09-302025-10-09 JMUB J.P. Morgan Municipal ETF116.9K shares16.24%2025-09-302025-10-09 MUNI PIMCO Intermediate Muni ETF108.2K shares60.77%2025-09-302025-10-09 SCHV Schwab Dow Jones US Large Value ETF157.7K shares-1.14%2025-09-302025-10-09 VO Vanguard Mid-Cap ETF15.6K shares0.48%2025-09-302025-10-09 SCHM Schwab Dow Jones US Mid-Cap ETF149.8K shares-3.53%2025-09-302025-10-09 IJH iShares S&P Midcap 400 Index ETF66.1K shares-1.71%2025-09-302025-10-09 DFAI Dimensional International Core Equity Mkt ETF115.0K shares6.51%2025-09-302025-10-09 IBDU iShares iBonds Dec 2029 Corp Bond ETF174.9K shares6.24%2025-09-302025-10-09 JNJ Johnson & Johnson21.7K shares-5.29%2025-09-302025-10-09 MRK Merck & Co Inc44.7K shares-2.70%2025-09-302025-10-09 GLD SPDR Gold Shares10.5K shares-0.94%2025-09-302025-10-09 PWR Quanta Services Inc9.0K shares-4.65%2025-09-302025-10-09 META Meta Platforms Cl A5.1K shares-5.33%2025-09-302025-10-09 VEU Vanguard FTSE All-World ex-USA ETF51.9K shares2.13%2025-09-302025-10-09 SCHA Schwab Dow Jones US Sm-Cap ETF129.4K shares-2.40%2025-09-302025-10-09 RTX RTX Corp.20.7K shares0.15%2025-09-302025-10-09 GOOG Alphabet, Inc. Cl C13.5K shares-1.35%2025-09-302025-10-09 BRK.B Berkshire Hathaway B6.5K shares0.84%2025-09-302025-10-09 SPY SPDR S&P 500 ETF4.6K shares-1.69%2025-09-302025-10-09 VTEB Vanguard Tax-Exempt Bond ETF60.0K shares-24.60%2025-09-302025-10-09 PANW Palo Alto Networks Inc13.8K shares-1.85%2025-09-302025-10-09 IJR iShares S&P Smallcap 600 Index ETF23.2K shares-2.35%2025-09-302025-10-09 BAC Bank Of America52.9K shares-0.03%2025-09-302025-10-09 PG Procter & Gamble Inc17.8K shares-6.13%2025-09-302025-10-09 NOBL Proshares S&P 500 Div Aristocrats26.5K shares-2.68%2025-09-302025-10-09 LOW Lowes Companies10.7K shares-5.98%2025-09-302025-10-09 SDY SPDR S&P Dividend ETF18.4K shares-3.19%2025-09-302025-10-09 IBM International Business Machines8.9K shares-7.56%2025-09-302025-10-09 IBMO iShares iBonds Dec 2026 Muni Bond ETF96.1K shares-9.33%2025-09-302025-10-09 LHX L3Harris Technologies Inc7.5K shares-9.51%2025-09-302025-10-09 CSCO Cisco Systems32.2K shares1.31%2025-09-302025-10-09 UNP Union Pacific Corp9.2K shares0.00%2025-09-302025-10-09 CVX ChevronTexaco Corp13.9K shares-7.15%2025-09-302025-10-09 AMGN Amgen Inc7.6K shares-5.07%2025-09-302025-10-09 PEP Pepsico14.8K shares-4.80%2025-09-302025-10-09 ORCL Oracle Systems7.1K shares-0.70%2025-09-302025-10-09 HD Home Depot4.8K shares0.00%2025-09-302025-10-09 SCHB Schwab Dow Jones US Broad Mkt ETF69.8K shares-2.08%2025-09-302025-10-09 ADP Automatic Data Processing5.8K shares0.00%2025-09-302025-10-09 IBMP iShares iBonds Dec 2027 Muni Bond ETF66.0K shares-4.41%2025-09-302025-10-09 MA Mastercard Inc2.9K shares-8.78%2025-09-302025-10-09 FI Fiserv Inc12.5K shares1.71%2025-09-302025-10-09 V Visa, Inc.4.7K shares1.47%2025-09-302025-10-09 JHSC JH/DFA Small Cap Multifactor ETF35.7K shares-0.48%2025-09-302025-10-09 XLK SPDR Technology Select Sector5.2K shares0.02%2025-09-302025-10-09 MCD McDonalds Corp4.8K shares-4.92%2025-09-302025-10-09 EMR Emerson Electric10.8K shares-1.37%2025-09-302025-10-09 VBR Vanguard Small-Cap Value ETF6.7K shares-0.82%2025-09-302025-10-09 NEE NextEra Energy Inc.18.2K shares6.50%2025-09-302025-10-09 VZ Verizon Communications29.5K shares-0.18%2025-09-302025-10-09 QCOM Qualcomm Corp7.4K shares-11.30%2025-09-302025-10-09 IBMQ iShares iBonds Dec 2028 Muni Bond ETF48.3K shares0.00%2025-09-302025-10-09 MDT Medtronic plc13.0K shares-7.16%2025-09-302025-10-09 XOM Exxon-Mobil10.9K shares1.50%2025-09-302025-10-09 KLAC KLA Tencor Corp1.1K shares0.53%2025-09-302025-10-09 TMO Thermo Fisher Scientific2.4K shares-5.28%2025-09-302025-10-09 CWI SPDR MSCI Acwi Ex-US32.1K shares-4.78%2025-09-302025-10-09 BX Blackstone Group Lp6.1K shares-1.52%2025-09-302025-10-09 CFG Citizens Financial Group19.5K shares-1.22%2025-09-302025-10-09 AMAT Applied Materials5.0K shares2.05%2025-09-302025-10-09 IEMG iShare Core MSCI Emerging Markets15.4K shares-5.13%2025-09-302025-10-09 ROP Roper Technologies, Inc2.0K shares-11.41%2025-09-302025-10-09 CRM Salesforce Com4.2K shares-0.69%2025-09-302025-10-09 VUG Vanguard Growth ETF2.1K shares-13.06%2025-09-302025-10-09 VIG Vanguard Div Appreciation ETF4.5K shares-0.50%2025-09-302025-10-09 ABBV AbbVie Inc4.2K shares4.46%2025-09-302025-10-09 DIS Disney Walt Co8.4K shares2.90%2025-09-302025-10-09 IVV iShares Core S&P 500 ETF1.4K shares-1.43%2025-09-302025-10-09 GS Goldman Sachs Group1.1K shares5.54%2025-09-302025-10-09 KO Coca Cola13.7K shares0.02%2025-09-302025-10-09 WMT Wal-Mart Stores8.8K shares-1.04%2025-09-302025-10-09 VTV Vanguard Value ETF4.7K shares-10.03%2025-09-302025-10-09 IBDW iShares iBonds Dec 2031 Corp Bond ETF41.0K shares47.57%2025-09-302025-10-09 XBI SPDR S&P Biotech ETF8.6K shares0.00%2025-09-302025-10-09 TJX TJX Cos Inc5.9K shares-0.42%2025-09-302025-10-09 PLTR Palantir Technologies Inc.4.6K shares-4.16%2025-09-302025-10-09 VNQ Vanguard REIT8.9K shares-6.82%2025-09-302025-10-09 IBMS iShares iBonds Dec 2030 Muni Bond ETF31.0K shares0.00%2025-09-302025-10-09 MDLZ Mondelez Intl Inc Cl A12.7K shares-0.98%2025-09-302025-10-09 BMY Bristol Myers Squibb17.4K shares-3.32%2025-09-302025-10-09 LLY Lilly Eli & Co1.0K shares-0.97%2025-09-302025-10-09 ITW Illinois Tool Works3.0K shares-3.58%2025-09-302025-10-09 GE General Electric2.5K shares0.00%2025-09-302025-10-09 CMC Commercial Metals Co13.3K shares-0.15%2025-09-302025-10-09 DHR Danaher Corp3.7K shares-3.29%2025-09-302025-10-09 STT State Street Boston Corp6.0K shares0.00%2025-09-302025-10-09 PBE Invesco Biotech & Genomics ETF9.8K shares-6.68%2025-09-302025-10-09 ABT Abbott Labs5.1K shares3.66%2025-09-302025-10-09 CVS CVS Health Corporation8.9K shares-2.12%2025-09-302025-10-09 HPQ Hewlett Packard23.5K shares-3.15%2025-09-302025-10-09 IBDV iShares iBonds Dec 2030 Corp Bond ETF28.5K shares20.17%2025-09-302025-10-09 ADBE Adobe Systems1.8K shares-15.73%2025-09-302025-10-09 IBMR iShares iBonds Dec 2029 Muni Bond ETF22.3K shares36.12%2025-09-302025-10-09 COST Costco Whsl Corp588 shares-0.84%2025-09-302025-10-09 TSLA Tesla Motors Inc1.2K shares-0.25%2025-09-302025-10-09 IVW iShares S&P 500 Barra Gr. Fd.4.2K shares-5.46%2025-09-302025-10-09 VDC Vanguard Consumer Staples ETF2.3K shares0.00%2025-09-302025-10-09 HACK HACK- Cyber Security ETF5.8K shares0.00%2025-09-302025-10-09 VTI Vanguard Total Stock Mkt ETF1.5K shares0.07%2025-09-302025-10-09 PEG Public Svc Enterprise5.6K shares-5.04%2025-09-302025-10-09 NVS Novartis ADR3.5K shares-5.41%2025-09-302025-10-09 INTU Intuit Inc.650 shares0.00%2025-09-302025-10-09 GEV Ge Vernova Llc Com720 shares0.00%2025-09-302025-10-09 PYPL Paypal Holdings, Inc.6.6K shares0.38%2025-09-302025-10-09 IBDR iShares iBonds Dec 2026 Corp Bond ETF17.7K shares-14.07%2025-09-302025-10-09 VXUS Vanguard Total International Stock5.7K shares11.61%2025-09-302025-10-09 INCY Incyte Genomics Inc4.9K shares0.00%2025-09-302025-10-09 MTUM iShares MSCI USA Momentum1.6K shares6.78%2025-09-302025-10-09 MDY S&P 400 Mid-Cap SPDR ETF681 shares1.19%2025-09-302025-10-09 MPLX MPLX LP8.1K shares0.00%2025-09-302025-10-09 AMT American Tower Corp2.1K shares0.00%2025-09-302025-10-09 PFE Pfizer Inc15.6K shares-0.11%2025-09-302025-10-09 IBDS iShares iBonds Dec 2027 Corp Bond ETF16.3K shares0.02%2025-09-302025-10-09 VEA Vanguard FTSE Dev Mkt ETF6.6K shares0.00%2025-09-302025-10-09 CIBR First Trust NASDAQ Cybersecurity ETF5.2K shares1.23%2025-09-302025-10-09 TSN Tyson Foods Inc7.1K shares1.71%2025-09-302025-10-09 FNDX Sch Fundamental US Large Co ETF14.4K shares-10.47%2025-09-302025-10-09 CRWD Crowdstrike Hldgs Inc760 sharesnew addition2025-09-302025-10-09 AON AON Corp1.0K shares0.00%2025-09-302025-10-09 MS Morgan Stanley Group2.3K shares0.00%2025-09-302025-10-09 WFC-PL Wells Fargo & Co 7.50pcnt Pfd292 shares-0.68%2025-09-302025-10-09 MMM 3M Company2.3K shares0.00%2025-09-302025-10-09 IWM iShares Russell 2000 Index Fund ETF1.5K shares0.00%2025-09-302025-10-09 BN Brookfield Corp.5.0K shares10.68%2025-09-302025-10-09 NOC Northrop Grumman Corp563 shares0.00%2025-09-302025-10-09 PM Philip Morris Intl Inc2.1K shares6.09%2025-09-302025-10-09 COP Conoco Phillips3.6K shares3.49%2025-09-302025-10-09 NKE Nike Inc Class B4.8K shares0.02%2025-09-302025-10-09 WFC Wells Fargo & Company3.9K shares0.00%2025-09-302025-10-09 XLE Sector Spdr Engy Select3.6K shares9.04%2025-09-302025-10-09 JBND J P Morgan Active Bond ETF5.9K shares0.00%2025-09-302025-10-09 VRTX Vertex Pharmaceuticals816 shares3.82%2025-09-302025-10-09 ILDR First Trust Innovation Leaders ETF9.7K shares-11.13%2025-09-302025-10-09 VOE Vanguard Mid Cap Value ETF1.8K shares0.51%2025-09-302025-10-09 TEL TE Connectivity Ltd1.4K shares0.00%2025-09-302025-10-09 QQQ PowerShares QQQ ETF506 shares0.20%2025-09-302025-10-09 MO Altria Group Inc4.3K shares0.00%2025-09-302025-10-09 CARR Carrier Global Corp4.7K shares0.00%2025-09-302025-10-09 VLO Valero Energy Corp.1.6K shares0.19%2025-09-302025-10-09 CI Cigna917 shares6.75%2025-09-302025-10-09 JEPI JPMorgan Equity Premium Income ETF4.6K sharesnew addition2025-09-302025-10-09 DD Du Pont E I De Nemours3.4K shares-0.21%2025-09-302025-10-09 ET Energy Transfer Equity15.3K shares1.90%2025-09-302025-10-09 IBDT iShares iBonds Dec 2028 Corp Bond ETF10.1K shares24.47%2025-09-302025-10-09 JCI Johnson Controls PLC2.3K shares0.00%2025-09-302025-10-09 KMI Kinder Morgan Inc8.9K shares-30.84%2025-09-302025-10-09 INTC Intel Corp7.5K shares-34.55%2025-09-302025-10-09 UL Unilever Plc Adr New4.2K shares0.00%2025-09-302025-10-09 LMT Lockheed Martin Corp497 shares0.20%2025-09-302025-10-09 SYY Sysco Inc2.9K shares0.00%2025-09-302025-10-09 TFC Truist Finl Corp5.0K shares-36.85%2025-09-302025-10-09 XLRE Real Estate Sector SPDR5.5K shares0.76%2025-09-302025-10-09 IGM iShares - Expanded Tech. Sector Index1.8K shares0.00%2025-09-302025-10-09 SCHZ Schwab US AGG Bnd ETF9.6K shares0.62%2025-09-302025-10-09 PSX Phillips 661.7K sharesnew addition2025-09-302025-10-09 IBDX iShares iBonds Dec 2032 Corp Bond ETF8.5K sharesnew addition2025-09-302025-10-09 DUK Duke Energy1.7K shares0.00%2025-09-302025-10-09 BK Bank of New York Mellon2.0K sharesnew addition2025-09-302025-10-09 COF Capital One Financial957 shares0.00%2025-09-302025-10-09 PPG PPG Inds Inc1.9K shares0.00%2025-09-302025-10-09 TT Trane Technologies PLC475 shares0.00%2025-09-302025-10-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available