Newman Dignan & Sheerar, Inc. Reduced Holdings in Q3 2025

Newman Dignan & Sheerar, Inc.

  • $457 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-19.6K
- 24.6%
$48.5 - $50.19 $950K - $983K
60K $3.01M
IBM
International Business Machines Corp

Technology
-726
- 7.56%
$234.77 - $292.47 $170K - $212K
8.88K $2.5M
PG
Procter & Gamble CO

Consumer Defensive
-1.16K
- 6.13%
$150.47 - $161.22 $175K - $187K
17.8K $2.73M
ROP
Roper Technologies Inc

Industrials
-257
- 11.41%
$495.03 - $573.0 $127K - $147K
2K $994K
IBMO
Ishares Tr Ibonds December 202

ETFs
-9.88K
- 9.33%
$25.58 - $25.72 $253K - $254K
96.1K $2.46M
META
Meta Platforms, Inc.

Communication Services
-285
- 5.33%
$695.21 - $791.73 $198K - $226K
5.07K $3.72M
ADBE
Adobe Inc.

Technology
-330
- 15.73%
$333.65 - $392.1 $110K - $129K
1.77K $623K
CRM
Salesforce, Inc.

Technology
-29
- 0.69%
$231.66 - $273.65 $6.72K - $7.94K
4.17K $988K
MA
Mastercard Inc

Financial Services
-275
- 8.78%
$550.18 - $598.96 $151K - $165K
2.86K $1.62M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-4.21K
- 2.38%
N/A
172K $5.43M
TFC
Truist Financial Corp

Financial Services
-2.94K
- 36.85%
$42.83 - $47.07 $126K - $138K
5.03K $230K
QCOM
Qualcomm Inc

Technology
-948
- 11.3%
$145.84 - $173.55 $138K - $165K
7.44K $1.24M
AMGN
Amgen Inc

Healthcare
-408
- 5.07%
$271.18 - $309.22 $111K - $126K
7.65K $2.16M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-125
- 0.98%
$60.9 - $70.75 $7.61K - $8.84K
12.7K $792K
IBMP
Ishares Tr Ibonds December 202

ETFs
-3.05K
- 4.41%
$25.3 - $25.56 $77.1K - $77.9K
66K $1.68M
PANW
Palo Alto Networks Inc

Technology
-260
- 1.85%
$167.06 - $208.19 $43.4K - $54.1K
13.8K $2.81M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-2.9K
- 14.07%
N/A
17.7K $420K
VUG
Vanguard Growth ETF

ETFs
-309
- 13.06%
$433.97 - $484.08 $134K - $150K
2.06K $986K
BMY
Bristol Myers Squibb CO

Healthcare
-597
- 3.32%
$43.31 - $48.98 $25.9K - $29.2K
17.4K $785K
VTV
Vanguard Value ETF

ETFs
-522
- 10.03%
$175.51 - $186.57 $91.6K - $97.4K
4.68K $873K
IEMG
Ishares Inc

ETFs
-832
- 5.13%
N/A
15.4K $825K
EMR
Emerson Electric CO

Industrials
-150
- 1.37%
$128.6 - $149.63 $19.3K - $22.4K
10.8K $1.41M
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 0.84%
$915.95 - $994.57 $4.58K - $4.97K
588 $544K
VNQ
Vanguard Specialized Funds Van

ETFs
-654
- 6.82%
$88.47 - $93.24 $57.9K - $61K
8.93K $816K
PEG
Public Service Enterprise Group Inc

Utilities
-298
- 5.04%
$79.99 - $90.14 $23.8K - $26.9K
5.62K $468K
LLY
Eli Lilly & CO

Healthcare
-10
- 0.97%
$625.65 - $812.69 $6.26K - $8.13K
1.02K $775K
DHR
Danaher Corp

Healthcare
-125
- 3.29%
$181.46 - $212.2 $22.7K - $26.5K
3.67K $727K
FNDX
Schwab Fundamental U S Large C

ETFs
-1.69K
- 10.47%
$24.38 - $26.34 $41.2K - $44.5K
14.4K $379K
MCD
Mcdonalds Corp

Consumer Cyclical
-247
- 4.92%
$291.67 - $316.99 $72K - $78.3K
4.78K $1.45M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-728
- 2.68%
$101.12 - $106.18 $73.6K - $77.3K
26.5K $2.73M
ILDR
First Tr Exchange Traded Fd Vi
-1.22K
- 11.13%
$28.95 - $33.25 $35.2K - $40.4K
9.7K $314K
INTC
Intel Corp

Technology
-3.95K
- 34.55%
$19.31 - $35.5 $76.3K - $140K
7.48K $251K
VIG
Vanguard Dividend Appreciation

ETFs
-23
- 0.5%
N/A
4.54K $827K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-607
- 3.19%
$136.48 - $142.97 $82.8K - $86.8K
18.4K $2.58M
Wells Fargo & CO 7.50pcnt Pfd
-2
- 0.68%
N/A
292 $0
NVS
Novartis Ag

Healthcare
-200
- 5.41%
$113.5 - $129.73 $22.7K - $25.9K
3.5K $448K
PBE
Invesco Exchange Traded Fd Tr

ETFs
-700
- 6.68%
$64.0 - $71.44 $44.8K - $50K
9.77K $682K
ITW
Illinois Tool Works Inc

Industrials
-110
- 3.58%
$252.31 - $269.41 $27.8K - $29.6K
2.96K $772K
CVX
Chevron Corp

Energy
-1.07K
- 7.15%
$145.57 - $161.83 $156K - $174K
13.9K $2.16M
VZ
Verizon Communications Inc

Communication Services
-53
- 0.18%
$40.84 - $45.06 $2.16K - $2.39K
29.5K $1.3M
MDT
Medtronic PLC

Healthcare
-999
- 7.16%
$87.67 - $95.74 $87.6K - $95.6K
13K $1.23M
IVW
Ishares S&P 500 Growth ETF

ETFs
-240
- 5.46%
$108.97 - $121.65 $26.2K - $29.2K
4.16K $502K
PFE
Pfizer Inc

Healthcare
-17
- 0.11%
$23.29 - $25.88 $396 - $440
15.6K $398K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-1.61K
- 4.78%
$32.11 - $34.92 $51.7K - $56.2K
32.1K $1.12M
PEP
Pepsico Inc

Consumer Defensive
-744
- 4.8%
$133.81 - $152.16 $99.6K - $113K
14.8K $2.07M
DD
Du Pont De Nemours, Inc.

Basic Materials
-7
- 0.21%
$69.9 - $78.26 $489 - $548
3.37K $262K
WMT
Walmart Inc.

Consumer Defensive
-92
- 1.04%
$94.4 - $104.27 $8.68K - $9.59K
8.79K $905K
CVS
Cvs Health Corp

Healthcare
-192
- 2.12%
$58.75 - $76.5 $11.3K - $14.7K
8.87K $668K
HPQ
Hp Inc

Technology
-766
- 3.15%
$24.45 - $29.35 $18.7K - $22.5K
23.5K $640K
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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