Newman Dignan & Sheerar, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $363 Million distributed in 176 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $34.4M, Schwab Strategic Tr Us Dividen with a value of $24.6M, Usaa ETF Tr Core Intermediate with a value of $18.9M, Apple Inc. with a value of $15.2M, and Abrdn Gold ETF Trust with a value of $13.1M.
Examining the 13F form we can see an decrease of $14.2M in the current position value, from $377M to 363M.
Below you can find more details about Newman Dignan & Sheerar, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$363 Million
ETFs: $206 Million
Technology: $54.5 Million
Financial Services: $19.3 Million
Healthcare: $16.5 Million
Industrials: $16.2 Million
Communication Services: $15.6 Million
Consumer Cyclical: $13.4 Million
Consumer Defensive: $11.4 Million
Other: $8.85 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
