Newman Dignan & Sheerar, Inc. Purchases in Q3 2025

Newman Dignan & Sheerar, Inc.

  • $457 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
40.9K
+ 60.77%
$50.9 - $52.37 $2.08M - $2.14M
108K $5.66M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
18.5K
+ 2.04%
$26.38 - $27.95 $487K - $516K
922K $25.2M
UITB
Usaa ETF Tr Core Intermediate

ETFs
17.8K
+ 4.02%
$46.38 - $47.74 $828K - $852K
461K $21.9M
DFAE
Dimensional ETF Tr

ETFs
3.87K
+ 1.12%
$28.84 - $31.84 $112K - $123K
351K $11.1M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
16.3K
+ 16.24%
$49.09 - $50.58 $802K - $826K
117K $5.9M
FPE
First Tr Pfd Secs & Income ETF

ETFs
23.4K
+ 6.11%
$17.81 - $18.39 $416K - $430K
406K $7.4M
JHMM
John Hancock Multifactor Mid C

ETFs
3.54K
+ 3.58%
$61.22 - $65.26 $217K - $231K
102K $6.63M
DFAI
Dimensional ETF Tr

ETFs
7.03K
+ 6.51%
$34.05 - $36.55 $239K - $257K
115K $4.18M
RTX
Raytheon Technologies Corp

Industrials
30
+ 0.15%
$144.19 - $167.33 $4.33K - $5.02K
20.7K $3.46M
CRWD
Crowd Strike Holdings, Inc.

Technology
760
New
$412.46 - $514.1 $313K - $391K
760 $372K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
13.2K
+ 47.57%
$20.77 - $21.32 $274K - $282K
41K $869K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
10.3K
+ 6.24%
$23.13 - $23.54 $238K - $242K
175K $4.11M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.61K
New
$55.61 - $57.37 $256K - $265K
4.61K $263K
VO
Vanguard Mid Cap ETF

ETFs
75
+ 0.48%
$279.83 - $293.74 $21K - $22K
15.6K $4.59M
ABBV
Abb Vie Inc.

Healthcare
180
+ 4.46%
$184.85 - $231.54 $33.3K - $41.7K
4.22K $977K
PSX
Phillips 66

Energy
1.66K
New
$118.37 - $139.46 $196K - $231K
1.66K $225K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
8.46K
New
$24.97 - $25.78 $211K - $218K
8.46K $216K
KLAC
Kla Corp

Technology
6
+ 0.53%
$843.9 - $1078.6 $5.06K - $6.47K
1.14K $1.23M
BK
Bank Of New York Mellon Corp

Financial Services
1.96K
New
$90.65 - $109.75 $178K - $215K
1.96K $213K
NEE
Nextera Energy Inc

Utilities
1.11K
+ 6.5%
$69.77 - $77.54 $77.4K - $86.1K
18.2K $1.37M
XLK
Technology Sector Spdr

ETFs
1
+ 0.02%
$250.97 - $282.66 $251 - $283
5.16K $1.45M
GS
Goldman Sachs Group Inc

Financial Services
60
+ 5.54%
$696.56 - $806.32 $41.8K - $48.4K
1.14K $910K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
54
+ 0.84%
$459.11 - $506.91 $24.8K - $27.4K
6.52K $3.28M
AMAT
Applied Materials Inc

Technology
101
+ 2.05%
$156.25 - $204.95 $15.8K - $20.7K
5.02K $1.03M
IBDV
Ishares Tr

Technology
4.79K
+ 20.17%
$21.75 - $22.22 $104K - $106K
28.5K $632K
XOM
Exxon Mobil Corp

Energy
161
+ 1.5%
$105.83 - $117.22 $17K - $18.9K
10.9K $1.23M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
590
+ 11.61%
$68.24 - $73.73 $40.3K - $43.5K
5.67K $416K
VLO
Valero Energy Corp

Energy
3
+ 0.19%
$131.77 - $175.63 $395 - $527
1.6K $272K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.98K
+ 24.47%
$25.24 - $25.56 $50K - $50.7K
10.1K $257K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
101
+ 6.78%
$236.25 - $257.69 $23.9K - $26K
1.59K $407K
XLE
Energy Sector Spdr

ETFs
300
+ 9.04%
$84.25 - $91.99 $25.3K - $27.6K
3.62K $323K
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.07%
$303.93 - $329.86 $304 - $330
1.52K $499K
COP
Conocophillips

Energy
120
+ 3.49%
$91.0 - $98.99 $10.9K - $11.9K
3.56K $336K
FISV
Fiserv Inc

Technology
210
+ 1.71%
N/A
12.5K $1.57M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.2%
$546.99 - $602.2 $547 - $602
506 $303K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
8
+ 1.19%
$567.09 - $607.37 $4.54K - $4.86K
681 $405K
VOE
Vanguard Mid Cap Value Index F

ETFs
9
+ 0.51%
$164.63 - $174.58 $1.48K - $1.57K
1.78K $310K
LMT
Lockheed Martin Corp

Industrials
1
+ 0.2%
$410.74 - $499.21 $411 - $499
497 $248K
AMZN
Amazon Com Inc

Consumer Cyclical
60
+ 0.21%
$211.65 - $238.24 $12.7K - $14.3K
28.8K $6.32M
ABT
Abbott Laboratories

Healthcare
180
+ 3.66%
$120.51 - $136.62 $21.7K - $24.6K
5.1K $682K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
63
+ 1.23%
$70.85 - $76.96 $4.46K - $4.85K
5.2K $395K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
59
+ 0.62%
$22.9 - $23.58 $1.35K - $1.39K
9.64K $226K
XLRE
Select Sector Spdr Tr Real Est

ETFs
41
+ 0.76%
$40.94 - $42.85 $1.68K - $1.76K
5.46K $229K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3
+ 0.02%
$24.14 - $24.34 $72.4 - $73
16.3K $396K
I Shares I Bonds Dec 2029 Muni Bond ETF
5.93K
+ 36.12%
N/A
22.3K $0
Brookfield Corp.
485
+ 10.68%
N/A
5.03K $0
CSCO
Cisco Systems, Inc.

Technology
417
+ 1.31%
$66.2 - $71.79 $27.6K - $29.9K
32.2K $2.21M
TSN
Tyson Foods, Inc.

Consumer Defensive
120
+ 1.71%
$52.3 - $57.69 $6.28K - $6.92K
7.13K $387K
NKE
Nike, Inc.

Consumer Cyclical
1
+ 0.02%
$69.24 - $79.24 $69.2 - $79.2
4.82K $336K
Activity Summary
Buys All Purchases 58 New Holdings 5 Increased Positions 53 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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