Newman Dignan & Sheerar, Inc. Incresed Positions in Q1 2025

Newman Dignan & Sheerar, Inc.

  • $363 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UITB
Usaa ETF Tr Core Intermediate

ETFs
49.5K
+ 13.99%
$45.41 - $47.18 $2.25M - $2.33M
403K $18.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
72.7K
+ 9.02%
$27.01 - $28.54 $1.96M - $2.07M
879K $24.6M
SCHX
Schwab Strategic Tr Us Large C

ETFs
60.5K
+ 4.04%
$21.75 - $24.28 $1.32M - $1.47M
1.56M $34.4M
DFAI
Dimensional ETF Tr

ETFs
27.3K
+ 39.64%
$28.88 - $32.4 $789K - $885K
96.2K $3.01M
VO
Vanguard Mid Cap ETF

ETFs
2.97K
+ 22.62%
$251.87 - $277.95 $747K - $825K
16.1K $4.16M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.5K
+ 6.88%
$49.25 - $50.66 $517K - $532K
163K $8.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
811
+ 6.38%
$507.05 - $563.67 $411K - $457K
13.5K $6.95M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
9.53K
+ 5.95%
N/A
170K $5.35M
FPE
First Tr Pfd Secs & Income ETF

ETFs
17K
+ 5.04%
$17.53 - $17.87 $298K - $303K
354K $6.22M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.89K
+ 22.58%
$25.08 - $25.39 $223K - $226K
48.3K $1.22M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.6K
+ 3.34%
$18.36 - $20.51 $195K - $218K
329K $6.51M
ADBE
Adobe Inc.

Technology
484
+ 29.24%
$377.84 - $464.11 $183K - $225K
2.14K $820K
NEE
Nextera Energy Inc

Utilities
1.92K
+ 11.58%
$66.96 - $76.16 $129K - $146K
18.5K $1.31M
META
Meta Platforms, Inc.

Communication Services
230
+ 4.47%
$576.36 - $736.67 $133K - $169K
5.38K $3.1M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.48K
+ 2.97%
$49.69 - $50.76 $123K - $126K
86.2K $4.31M
CRM
Salesforce, Inc.

Technology
376
+ 9.7%
$268.36 - $359.95 $101K - $135K
4.25K $1.14M
IBDV
Ishares Tr

Technology
4.42K
+ 21.54%
$21.11 - $21.73 $93.4K - $96.1K
25K $542K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.56K
+ 2.34%
$57.21 - $65.8 $89.2K - $103K
68.1K $3.98M
AMZN
Amazon Com Inc

Consumer Cyclical
458
+ 1.66%
$190.26 - $242.06 $87.1K - $111K
28.1K $5.34M
AMAT
Applied Materials Inc

Technology
598
+ 13.48%
$145.06 - $195.51 $86.7K - $117K
5.03K $730K
GS
Goldman Sachs Group Inc

Financial Services
134
+ 15.19%
$524.81 - $672.19 $70.3K - $90.1K
1.02K $555K
TSLA
Tesla, Inc.

Consumer Cyclical
219
+ 27.34%
$222.15 - $428.22 $48.7K - $93.8K
1.02K $264K
IWM
Ishares Russell 2000 ETF

ETFs
260
+ 19.95%
$198.1 - $229.79 $51.5K - $59.7K
1.56K $311K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
99
+ 1.55%
$442.66 - $534.52 $43.8K - $52.9K
6.49K $3.46M
TMO
Thermo Fisher Scientific Inc.

Healthcare
92
+ 3.69%
$497.6 - $606.74 $45.8K - $55.8K
2.58K $1.28M
HPQ
Hp Inc

Technology
1.6K
+ 7.14%
$27.69 - $34.72 $44.3K - $55.6K
24K $664K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.68K
+ 10.68%
$23.9 - $24.18 $40.1K - $40.6K
17.4K $420K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
1.97K
+ 12.33%
$20.1 - $20.8 $39.7K - $41K
18K $372K
LKQ
Lkq Corp

Consumer Cyclical
786
+ 10.81%
$36.24 - $44.05 $28.5K - $34.6K
8.06K $342K
ABBV
Abb Vie Inc.

Healthcare
150
+ 3.86%
$169.2 - $216.66 $25.4K - $32.5K
4.04K $845K
TGT
Target Corp

Consumer Defensive
296
+ 11.71%
$103.65 - $142.5 $30.7K - $42.2K
2.82K $294K
TSN
Tyson Foods, Inc.

Consumer Defensive
452
+ 6.93%
$54.27 - $63.81 $24.5K - $28.8K
6.98K $445K
WMT
Walmart Inc.

Consumer Defensive
320
+ 2.64%
$84.5 - $105.05 $27K - $33.6K
12.4K $1.09M
AMGN
Amgen Inc

Healthcare
81
+ 1.01%
$258.59 - $327.36 $20.9K - $26.5K
8.09K $2.52M
INTU
Intuit Inc

Technology
40
+ 6.67%
$555.63 - $630.23 $22.2K - $25.2K
640 $392K
SOFI
So Fi Technologies, Inc.

Financial Services
2.1K
+ 12.49%
$11.18 - $18.03 $23.4K - $37.8K
18.9K $219K
AMT
American Tower Corp

Real Estate
101
+ 4.88%
$173.46 - $217.6 $17.5K - $22K
2.17K $472K
PANW
Palo Alto Networks Inc

Technology
125
+ 0.89%
$167.82 - $208.28 $21K - $26K
14.2K $2.43M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
125
+ 10.72%
$165.25 - $224.62 $20.7K - $28.1K
1.29K $214K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
694
+ 1.93%
$27.47 - $30.62 $19.1K - $21.3K
36.6K $1.08M
TJX
Tjx Companies Inc

Consumer Cyclical
175
+ 3.06%
$112.81 - $126.16 $19.7K - $22.1K
5.9K $718K
VEA
Vanguard Ftse Developed Market

ETFs
400
+ 6.67%
$47.4 - $52.99 $19K - $21.2K
6.4K $325K
BMY
Bristol Myers Squibb CO

Healthcare
322
+ 1.82%
$53.9 - $63.11 $17.4K - $20.3K
18K $1.1M
ORCL
Oracle Corp

Technology
119
+ 1.67%
$139.81 - $186.47 $16.6K - $22.2K
7.23K $1.01M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
31
+ 4.25%
$402.49 - $513.76 $12.5K - $15.9K
761 $368K
KLAC
Kla Corp

Technology
19
+ 1.73%
$636.62 - $777.63 $12.1K - $14.8K
1.12K $758K
QCOM
Qualcomm Inc

Technology
74
+ 0.89%
$151.94 - $175.86 $11.2K - $13K
8.36K $1.28M
CVX
Chevron Corp

Energy
57
+ 0.38%
$146.71 - $167.97 $8.36K - $9.57K
15.1K $2.52M
XOM
Exxon Mobil Corp

Energy
73
+ 0.54%
$105.44 - $118.93 $7.7K - $8.68K
13.5K $1.6M
Activity Summary
Buys All Purchases 65 New Holdings 1 Increased Positions 64 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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