Newman Dignan & Sheerar, Inc. Purchases in Q2 2025

Newman Dignan & Sheerar, Inc.

  • $429 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VSLU
ETF Opportunities Tr Applied F
689K
New
$31.34 - $39.15 $21.6M - $27M
689K $27M
JHMM
John Hancock Multifactor Mid C

ETFs
98.9K
New
$50.32 - $61.13 $4.98M - $6.05M
98.9K $6.05M
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.19K
+ 0.46%
$19.6 - $24.44 $141K - $176K
1.56M $38.2M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
165K
New
$22.7 - $23.33 $3.74M - $3.84M
165K $3.84M
JNJ
Johnson & Johnson

Healthcare
22.9K
New
$146.36 - $159.82 $3.36M - $3.67M
22.9K $3.5M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
67.3K
New
$50.34 - $51.86 $3.39M - $3.49M
67.3K $3.46M
IBMO
Ishares Tr Ibonds December 202

ETFs
106K
New
$25.32 - $25.63 $2.68M - $2.72M
106K $2.71M
UITB
Usaa ETF Tr Core Intermediate

ETFs
40.3K
+ 10.0%
$45.95 - $47.33 $1.85M - $1.91M
444K $20.9M
JHSC
John Hancock ETF Tr Multifacto

ETFs
35.9K
New
$32.47 - $39.09 $1.17M - $1.4M
35.9K $1.4M
DFAE
Dimensional ETF Tr

ETFs
11.4K
+ 3.39%
$22.87 - $28.95 $260K - $329K
347K $10M
AMZN
Amazon Com Inc

Consumer Cyclical
669
+ 2.38%
$167.32 - $223.3 $112K - $149K
28.7K $6.3M
IVV
Ishares Core S&P 500 ETF

ETFs
1.4K
New
$498.8 - $620.9 $700K - $871K
1.4K $871K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
497
+ 0.15%
$17.76 - $22.1 $8.83K - $11K
329K $7.28M
DFAI
Dimensional ETF Tr

ETFs
11.8K
+ 12.23%
$28.02 - $34.71 $330K - $409K
108K $3.73M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
14.4K
+ 16.67%
$48.46 - $50.2 $696K - $721K
101K $4.99M
FPE
First Tr Pfd Secs & Income ETF

ETFs
28.7K
+ 8.12%
$16.93 - $17.81 $486K - $512K
382K $6.81M
VTI
Vanguard Total Stock Market Et

ETFs
1.52K
New
$243.75 - $303.93 $371K - $462K
1.52K $461K
SPY
Spdr S&P 500 ETF Trust

ETFs
256
+ 5.8%
$496.48 - $617.85 $127K - $158K
4.67K $2.88M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.31K
+ 2.63%
$54.19 - $67.22 $70.7K - $87.7K
50.8K $3.42M
FNDX
Schwab Fundamental U S Large C

ETFs
16.1K
New
$20.84 - $24.54 $336K - $396K
16.1K $395K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
5.14K
New
$57.46 - $75.58 $295K - $388K
5.14K $388K
ILDR
First Tr Exchange Traded Fd Vi
10.9K
New
$20.6 - $29.43 $225K - $321K
10.9K $321K
PLTR
Palantir Technologies Inc.

Technology
509
+ 11.76%
$74.01 - $144.25 $37.7K - $73.4K
4.84K $659K
XLK
Technology Sector Spdr

ETFs
235
+ 4.77%
$179.73 - $253.23 $42.2K - $59.5K
5.16K $1.31M
QQQ
Invesco Qqq Trust, Series 1

ETFs
505
New
$416.06 - $551.64 $210K - $279K
505 $278K
ET
Energy Transfer LP

Energy
15K
New
$15.65 - $18.93 $234K - $283K
15K $271K
KLAC
Kla Corp

Technology
16
+ 1.43%
$576.53 - $902.94 $9.22K - $14.4K
1.13K $1.01M
JCI
Johnson Controls International PLC

Industrials
2.3K
New
$71.14 - $105.62 $164K - $243K
2.3K $242K
UBER
Uber Technologies, Inc

Technology
2.49K
New
$64.62 - $93.3 $161K - $233K
2.49K $232K
VLO
Valero Energy Corp

Energy
1.6K
New
$104.69 - $141.77 $167K - $226K
1.6K $214K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
6.76K
+ 3.98%
N/A
176K $5.56M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
9.79K
+ 54.46%
$20.23 - $21.04 $198K - $206K
27.8K $584K
GS
Goldman Sachs Group Inc

Financial Services
67
+ 6.59%
$462.22 - $707.75 $31K - $47.4K
1.08K $766K
TT
Trane Technologies PLC

Industrials
475
New
$315.21 - $437.41 $150K - $208K
475 $207K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.1K
New
$24.94 - $25.42 $202K - $206K
8.1K $205K
DUK
Duke Energy Corp

Utilities
1.74K
New
$112.46 - $124.05 $196K - $216K
1.74K $205K
COF
Capital One Financial Corp

Financial Services
957
New
$150.57 - $212.76 $144K - $204K
957 $203K
PAYX
Paychex Inc

Industrials
1.4K
New
$137.01 - $159.78 $192K - $224K
1.4K $203K
CTVA
Corteva, Inc.

Basic Materials
2.73K
New
$55.52 - $74.53 $151K - $203K
2.73K $203K
IGM
Ishares Expanded Tech Sector E

ETFs
1.8K
New
$79.8 - $112.34 $144K - $202K
1.8K $202K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
157
+ 0.22%
$19.1 - $23.83 $3K - $3.74K
71.2K $1.7M
SOFI
So Fi Technologies, Inc.

Financial Services
1.25K
+ 6.62%
$9.5 - $18.21 $11.9K - $22.8K
20.1K $366K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.24K
+ 23.19%
$57.41 - $74.81 $70.9K - $92.4K
6.56K $487K
INTU
Intuit Inc

Technology
10
+ 1.56%
$544.07 - $787.63 $5.44K - $7.88K
650 $511K
TSLA
Tesla, Inc.

Consumer Cyclical
185
+ 18.14%
$221.86 - $362.89 $41K - $67.1K
1.21K $382K
STT
State Street Corp

Financial Services
11
+ 0.18%
$75.33 - $106.34 $829 - $1.17K
6.01K $639K
SKIN
Beauty Health CO

Consumer Defensive
20K
+ 28.11%
$0.82 - $1.95 $16.4K - $39K
91.1K $174K
BX
Blackstone Inc.

Financial Services
7
+ 0.11%
$120.07 - $151.11 $840 - $1.06K
6.2K $927K
TGT
Target Corp

Consumer Defensive
707
+ 25.04%
$88.76 - $105.77 $62.8K - $74.8K
3.53K $348K
Activity Summary
Buys All Purchases 83 New Holdings 28 Increased Positions 55 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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