Newman Dignan & Sheerar, Inc. Reduced Holdings in Q2 2025

Newman Dignan & Sheerar, Inc.

  • $429 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-83.6K
- 51.21%
$48.13 - $49.85 $4.02M - $4.17M
79.6K $3.9M
AAPL
Apple Inc.

Technology
-7.45K
- 10.9%
$172.42 - $223.89 $1.28M - $1.67M
60.9K $12.5M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-26.4K
- 60.4%
$26.41 - $26.76 $696K - $705K
17.3K $462K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-5.84K
- 17.68%
$90.85 - $102.31 $530K - $597K
27.2K $2.74M
MRK
Merck & Co., Inc.

Healthcare
-1.05K
- 2.24%
$73.47 - $87.12 $77.2K - $91.6K
45.9K $3.64M
PG
Procter & Gamble CO

Consumer Defensive
-1.69K
- 8.21%
$157.66 - $172.39 $267K - $292K
18.9K $3.01M
XOM
Exxon Mobil Corp

Energy
-2.75K
- 20.39%
$99.93 - $119.04 $275K - $327K
10.7K $1.16M
VUG
Vanguard Growth ETF

ETFs
-1.59K
- 40.18%
$329.49 - $438.4 $524K - $697K
2.37K $1.04M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-16.1K
- 47.52%
$25.04 - $25.18 $403K - $405K
17.8K $447K
CVX
Chevron Corp

Energy
-68
- 0.45%
$133.73 - $168.51 $9.09K - $11.5K
15K $2.15M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-29
- 0.45%
$483.48 - $539.8 $14K - $15.7K
6.46K $3.14M
VTV
Vanguard Value ETF

ETFs
-1.95K
- 27.25%
$153.67 - $176.74 $300K - $345K
5.21K $919K
AMGN
Amgen Inc

Healthcare
-30
- 0.37%
$262.28 - $309.85 $7.87K - $9.3K
8.06K $2.25M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-21.6K
- 14.02%
$20.42 - $25.3 $442K - $547K
133K $3.35M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-25
- 0.97%
$390.26 - $489.06 $9.76K - $12.2K
2.56K $1.04M
WMT
Walmart Inc.

Consumer Defensive
-3.55K
- 28.56%
$81.79 - $99.98 $290K - $355K
8.88K $867K
LLY
Eli Lilly & CO

Healthcare
-179
- 14.85%
$713.71 - $898.95 $128K - $161K
1.03K $799K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-6.54K
- 40.56%
$22.68 - $23.28 $148K - $152K
9.58K $221K
LOW
Lowes Companies Inc

Consumer Cyclical
-78
- 0.68%
$210.83 - $235.28 $16.4K - $18.4K
11.4K $2.53M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.45K
- 13.13%
$79.79 - $91.42 $116K - $132K
9.58K $853K
NEE
Nextera Energy Inc

Utilities
-1.45K
- 7.83%
$64.11 - $75.0 $92.9K - $109K
17.1K $1.18M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.22K
- 8.54%
$90.56 - $109.49 $201K - $243K
23.7K $2.59M
DHR
Danaher Corp

Healthcare
-440
- 10.39%
$174.64 - $205.16 $76.8K - $90.3K
3.79K $749K
VZ
Verizon Communications Inc

Communication Services
-1.09K
- 3.56%
$41.67 - $45.62 $45.4K - $49.7K
29.5K $1.28M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.55K
- 10.79%
$63.54 - $68.5 $98.5K - $106K
12.8K $864K
MCD
Mcdonalds Corp

Consumer Cyclical
-20
- 0.4%
$285.55 - $321.23 $5.71K - $6.42K
5.02K $1.47M
UNP
Union Pacific Corp

Industrials
-198
- 2.1%
$208.27 - $238.46 $41.2K - $47.2K
9.23K $2.12M
IEMG
Ishares Inc

ETFs
-1.52K
- 8.59%
N/A
16.2K $870K
MDT
Medtronic PLC

Healthcare
-409
- 2.85%
$80.68 - $88.86 $33K - $36.3K
14K $1.22M
MA
Mastercard Inc

Financial Services
-199
- 5.98%
$479.92 - $590.74 $95.5K - $118K
3.13K $1.76M
PFE
Pfizer Inc

Healthcare
-1.57K
- 9.11%
$21.59 - $24.84 $33.9K - $38.9K
15.6K $379K
AON
Aon PLC

Financial Services
-9
- 0.86%
$335.85 - $398.81 $3.02K - $3.59K
1.04K $371K
IBMP
Ishares Tr Ibonds December 202

ETFs
-2K
- 2.81%
$24.98 - $25.35 $49.9K - $50.6K
69K $1.75M
HD
Home Depot, Inc.

Consumer Cyclical
-119
- 2.42%
$335.24 - $380.78 $39.9K - $45.3K
4.8K $1.76M
TFC
Truist Financial Corp

Financial Services
-1.35K
- 14.47%
$34.79 - $42.99 $46.9K - $58K
7.97K $342K
DD
Du Pont De Nemours, Inc.

Basic Materials
-249
- 6.87%
$55.13 - $75.25 $13.7K - $18.7K
3.37K $231K
XLE
Energy Sector Spdr

ETFs
-31
- 0.93%
$76.44 - $94.13 $2.37K - $2.92K
3.32K $281K
ITW
Illinois Tool Works Inc

Industrials
-105
- 3.3%
$218.41 - $252.43 $22.9K - $26.5K
3.07K $759K
MPLX
Mplx LP

Energy
-200
- 2.41%
$46.68 - $53.89 $9.34K - $10.8K
8.1K $417K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-495
- 5.45%
$69.8 - $85.28 $34.6K - $42.2K
8.58K $711K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-1.09K
- 6.25%
$23.96 - $24.27 $26K - $26.4K
16.3K $395K
FISV
Fiserv Inc

Technology
-199
- 1.59%
N/A
12.3K $1.54M
IBDV
Ishares Tr

Technology
-1.2K
- 4.8%
$21.28 - $21.98 $25.5K - $26.3K
23.8K $522K
VIG
Vanguard Dividend Appreciation

ETFs
-100
- 2.14%
N/A
4.57K $831K
PBE
Invesco Exchange Traded Fd Tr

ETFs
-400
- 3.68%
$56.01 - $65.43 $22.4K - $26.2K
10.5K $671K
V
Visa Inc.

Financial Services
-105
- 2.21%
$308.27 - $373.31 $32.4K - $39.2K
4.64K $1.65M
AMT
American Tower Corp

Real Estate
-96
- 4.42%
$203.96 - $228.19 $19.6K - $21.9K
2.08K $458K
PEG
Public Service Enterprise Group Inc

Utilities
-247
- 4.01%
$77.13 - $84.18 $19.1K - $20.8K
5.92K $497K
CVS
Cvs Health Corp

Healthcare
-295
- 3.15%
$60.04 - $70.18 $17.7K - $20.7K
9.06K $625K
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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