Newman Dignan & Sheerar, Inc. Reduced Holdings in Q1 2025

Newman Dignan & Sheerar, Inc.

  • $363 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-119K
- 41.98%
$25.58 - $29.24 $3.04M - $3.47M
164K $4.3M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-27.7K
- 45.65%
$97.38 - $104.52 $2.7M - $2.9M
33K $3.37M
AAPL
Apple Inc.

Technology
-3.77K
- 5.23%
$209.68 - $247.1 $790K - $931K
68.3K $15.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-28.3K
- 15.49%
$23.16 - $27.04 $655K - $764K
154K $3.61M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-22.6K
- 34.11%
$26.63 - $26.75 $601K - $604K
43.6K $1.17M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-22.2K
- 8.54%
$24.91 - $29.02 $554K - $646K
238K $5.96M
NVDA
Nvidia Corp

Technology
-4.13K
- 5.76%
$106.98 - $149.43 $442K - $618K
67.6K $7.33M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-14.7K
- 8.21%
$25.77 - $27.6 $379K - $406K
164K $4.37M
MRK
Merck & Co., Inc.

Healthcare
-4.04K
- 7.91%
$83.01 - $101.02 $335K - $408K
47K $4.22M
LMT
Lockheed Martin Corp

Industrials
-742
- 60.03%
$423.19 - $506.29 $314K - $376K
494 $220K
MSFT
Microsoft Corp

Technology
-806
- 2.65%
$375.39 - $447.2 $303K - $360K
29.6K $11.1M
SGOL
Abrdn Gold ETF Trust

ETFs
-9.68K
- 2.16%
$25.14 - $29.82 $243K - $289K
438K $13.1M
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.46K
- 82.93%
$161.05 - $222.93 $235K - $325K
300 $55K
AVGO
Broadcom Inc.

Technology
-1.59K
- 5.47%
$167.43 - $244.7 $266K - $389K
27.5K $4.6M
JPM
Jpmorgan Chase & CO

Financial Services
-929
- 4.05%
$225.19 - $279.95 $209K - $260K
22K $5.39M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.19K
- 5.9%
$128.74 - $138.67 $154K - $166K
19K $2.58M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-6.06K
- 15.19%
$25.05 - $25.16 $152K - $153K
33.9K $851K
IEMG
Ishares Inc

ETFs
-2.84K
- 13.78%
N/A
17.8K $952K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1.68K
- 15.58%
$81.1 - $94.7 $136K - $159K
9.08K $736K
VBR
Vanguard Small Cap Value ETF

ETFs
-689
- 8.96%
$183.02 - $207.75 $126K - $143K
7K $1.3M
GOOG
Alphabet Inc.

Communication Services
-675
- 4.39%
$156.06 - $207.71 $105K - $140K
14.7K $2.3M
GLD
Spdr Gold Trust

ETFs
-358
- 3.21%
$243.19 - $288.14 $87.1K - $103K
10.8K $3.11M
GOOGL
Alphabet Inc.

Communication Services
-664
- 1.16%
$154.33 - $206.19 $102K - $137K
56.8K $8.78M
LLY
Eli Lilly & CO

Healthcare
-114
- 8.64%
$725.72 - $929.72 $82.7K - $106K
1.21K $995K
GPN
Global Payments Inc

Industrials
-908
- 49.78%
$92.18 - $113.03 $83.7K - $103K
916 $89K
V
Visa Inc.

Financial Services
-245
- 4.91%
$306.92 - $362.71 $75.2K - $88.9K
4.75K $1.66M
CFG
Citizens Financial Group Inc

Financial Services
-1.99K
- 8.91%
$39.73 - $48.36 $79.1K - $96.2K
20.4K $833K
D
Dominion Energy, Inc

Utilities
-1.4K
- 32.56%
$52.85 - $57.43 $74K - $80.4K
2.9K $162K
PWR
Quanta Services, Inc.

Industrials
-300
- 2.95%
$236.71 - $358.03 $71K - $107K
9.88K $2.51M
VUG
Vanguard Growth ETF

ETFs
-170
- 4.12%
$369.1 - $427.61 $62.7K - $72.7K
3.96K $1.47M
PG
Procter & Gamble CO

Consumer Defensive
-361
- 1.72%
$158.56 - $176.26 $57.2K - $63.6K
20.6K $3.51M
LHX
L3 Harris Technologies, Inc.

Industrials
-253
- 2.88%
$194.65 - $222.86 $49.2K - $56.4K
8.52K $1.78M
VIG
Vanguard Dividend Appreciation

ETFs
-290
- 5.85%
N/A
4.67K $850K
LOW
Lowes Companies Inc

Consumer Cyclical
-217
- 1.85%
$222.66 - $268.42 $48.3K - $58.2K
11.5K $2.68M
IVW
Ishares S&P 500 Growth ETF

ETFs
-553
- 11.05%
$92.45 - $106.69 $51.1K - $59K
4.45K $413K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-725
- 4.8%
$56.12 - $68.15 $40.7K - $49.4K
14.4K $974K
FISV
Fiserv Inc

Technology
-355
- 2.76%
N/A
12.5K $1.57M
VZ
Verizon Communications Inc

Communication Services
-951
- 3.01%
$37.81 - $46.49 $36K - $44.2K
30.6K $1.39M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-80
- 10.62%
$522.96 - $601.18 $41.8K - $48.1K
673 $359K
XLK
Technology Sector Spdr

ETFs
-199
- 3.89%
$206.38 - $242.18 $41.1K - $48.2K
4.92K $1.02M
PEP
Pepsico Inc

Consumer Defensive
-253
- 1.58%
$142.64 - $156.42 $36.1K - $39.6K
15.8K $2.36M
MDT
Medtronic PLC

Healthcare
-417
- 2.82%
$79.84 - $94.5 $33.3K - $39.4K
14.4K $1.29M
MA
Mastercard Inc

Financial Services
-64
- 1.89%
$504.67 - $576.31 $32.3K - $36.9K
3.33K $1.83M
HD
Home Depot, Inc.

Consumer Cyclical
-90
- 1.8%
$347.25 - $424.87 $31.3K - $38.2K
4.92K $1.8M
INCY
Incyte Corp

Healthcare
-485
- 9.29%
$60.0 - $75.26 $29.1K - $36.5K
4.74K $286K
CMC
Commercial Metals CO

Basic Materials
-628
- 4.53%
$43.22 - $53.05 $27.1K - $33.3K
13.2K $609K
CSCO
Cisco Systems, Inc.

Technology
-434
- 1.32%
$58.74 - $64.87 $25.5K - $28.2K
32.4K $2M
PEG
Public Service Enterprise Group Inc

Utilities
-328
- 5.05%
$78.2 - $90.39 $25.6K - $29.6K
6.16K $507K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-1.12K
- 5.39%
N/A
19.6K $465K
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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