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Size ($ in 1000's)
At 12/31/2023: $331,181
At 09/30/2023: $304,702
Newman Dignan & Sheerar Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Newman Dignan & Sheerar Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Newman Dignan & Sheerar Inc. top holdings by largest position size, as per the latest 13f filing made by Newman Dignan & Sheerar Inc..
In the Newman Dignan & Sheerar Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Newman Dignan & Sheerar Inc. in that top holding, then the share count change between reporting periods, and finally the Newman Dignan & Sheerar Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| Schwab Dow Jones US Large Cap ETF (SCHX) |
463,310 |
+21,445 |
$26,131 | | SCHX | 463,310 | +21,445 | $26,131 | | Schwab Dow Jones US Div Eq ETF (SCHD) |
237,998 |
+11,593 |
$18,119 | | SCHD | 237,998 | +11,593 | $18,119 | | Apple Inc |
66,264 |
+1,166 |
$12,758 | | AAPL | 66,264 | +1,166 | $12,758 | | Microsoft Corp |
31,061 |
+1,343 |
$11,680 | | MSFT | 31,061 | +1,343 | $11,680 | | ETFS Phys. Swiss Gold Shares (SGOL) |
486,459 |
-9,434 |
$9,603 | | SGOL | 486,459 | -9,434 | $9,603 | | Alphabet Inc. Cl A |
59,592 |
+493 |
$8,324 | | GOOGL | 59,592 | +493 | $8,324 | | Proshares S&P 500 Div Aristocrats (NOBL) |
79,537 |
+3,085 |
$7,572 | | NOBL | 79,537 | +3,085 | $7,572 | | Schwab Dow Jones US Mid Cap ETF (SCHM) |
86,775 |
+59 |
$6,536 | | SCHM | 86,775 | +59 | $6,536 | | First Trust TCWOpportunistic Fxd Inc ETF (FIXD) |
136,958 |
+2,987 |
$6,109 | | FIXD | 136,958 | +2,987 | $6,109 | | Dimensional Emerg Core Equity Mkt ETF (DFAE) |
242,214 |
-9,132 |
$5,840 | | DFAE | 242,214 | -9,132 | $5,840 | | Schwab Dow Jones US Large Growth ETF (SCHG) |
69,848 |
-6,258 |
$5,795 | | SCHG | 69,848 | -6,258 | $5,795 | | Merck & Co Inc |
52,866 |
+2,745 |
$5,763 | | MRK | 52,866 | +2,745 | $5,763 | | Schwab FTSE Developed ex US ETF (SCHF) |
149,824 |
+9,127 |
$5,538 | | SCHF | 149,824 | +9,127 | $5,538 | | First Trust Preferred Sec & Inc ETF (FPE) |
327,102 |
-9,097 |
$5,515 | | FPE | 327,102 | -9,097 | $5,515 | | Vanguard S&P 500 ETF (VOO) |
11,850 |
+766 |
$5,176 | | VOO | 11,850 | +766 | $5,176 | | Schwab Dow Jones US Large Value ETF (SCHV) |
71,739 |
-4,405 |
$5,029 | | SCHV | 71,739 | -4,405 | $5,029 | | Vanguard Tax Exempt Bond ETF (VTEB) |
93,855 |
+17,303 |
$4,791 | | VTEB | 93,855 | +17,303 | $4,791 | | Goldman Sachs ActiveBeta Intl Eq ETF (GSIE) |
138,939 |
+3,557 |
$4,538 | | GSIE | 138,939 | +3,557 | $4,538 | | J P Morgan Chase & Co |
25,203 |
+1,114 |
$4,287 | | JPM | 25,203 | +1,114 | $4,287 | | Schwab Dow Jones US Sm Cap ETF (SCHA) |
89,633 |
+1,439 |
$4,234 | | SCHA | 89,633 | +1,439 | $4,234 | | Johnson & Johnson |
25,649 |
+390 |
$4,020 | | JNJ | 25,649 | +390 | $4,020 | | iShares iBonds Dec 2024 Muni Bd ETF (IBMM) |
148,714 |
+27 |
$3,856 | | IBMM | 148,714 | +27 | $3,856 | | Amazon.com |
25,123 |
+1,259 |
$3,817 | | AMZN | 25,123 | +1,259 | $3,817 | | iShares iBonds Dec 2025 Muni Bd ETF (IBMN) |
139,021 |
+65 |
$3,690 | | IBMN | 139,021 | +65 | $3,690 | | iShares S&P Midcap 400 Index ETF (IJH) |
12,989 |
+731 |
$3,600 | | IJH | 12,989 | +731 | $3,600 | | Broadcom Limited |
3,217 |
-17 |
$3,591 | | AVGO | 3,217 | -17 | $3,591 | | Nvidia Corp |
6,987 |
-154 |
$3,460 | | NVDA | 6,987 | -154 | $3,460 | | Vanguard FTSE All World ex USA ETF (VEU) |
57,483 |
+412 |
$3,227 | | VEU | 57,483 | +412 | $3,227 | | Procter & Gamble Inc |
21,777 |
+1,219 |
$3,191 | | PG | 21,777 | +1,219 | $3,191 | | Pepsico |
18,097 |
+1,737 |
$3,074 | | PEP | 18,097 | +1,737 | $3,074 | | iShares iBonds Dec 2026 Muni Bd ETF (IBMO) |
119,865 |
+9,464 |
$3,058 | | IBMO | 119,865 | +9,464 | $3,058 | | iShares S&P Smallcap 600 Index ETF (IJR) |
28,223 |
+1,715 |
$3,055 | | IJR | 28,223 | +1,715 | $3,055 | | iShares iBonds Dec 2024 Corp Bd ETF (IBDP) |
117,639 |
+7,811 |
$2,930 | | IBDP | 117,639 | +7,811 | $2,930 | | iShare Core MSCI Emerging Markets |
56,993 |
+476 |
$2,883 | | IEMG | 56,993 | +476 | $2,883 | | SPDR S&P Dividend ETF (SDY) |
22,887 |
-4,084 |
$2,860 | | SDY | 22,887 | -4,084 | $2,860 | | Lowes Companies |
12,227 |
+52 |
$2,721 | | LOW | 12,227 | +52 | $2,721 | | Amgen Inc |
9,395 |
-79 |
$2,706 | | AMGN | 9,395 | -79 | $2,706 | | Quanta Services Inc |
11,899 |
+104 |
$2,568 | | PWR | 11,899 | +104 | $2,568 | | SPDR Gold Shares (GLD) |
12,707 |
-87 |
$2,429 | | GLD | 12,707 | -87 | $2,429 | | Union Pacific Corp |
9,455 |
+90 |
$2,322 | | UNP | 9,455 | +90 | $2,322 | | ChevronTexaco Corp |
15,224 |
+17 |
$2,271 | | CVX | 15,224 | +17 | $2,271 | | Alphabet Inc. Cl C |
16,114 |
+158 |
$2,271 | | GOOG | 16,114 | +158 | $2,271 |  Berkshire Hathaway B |
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$2,267 | | BRK.B | 6,356 | +40 | $2,267 | | SPDR S&P 500 ETF (SPY) |
4,764 |
-12 |
$2,264 | | SPY | 4,764 | -12 | $2,264 | | Palo Alto Networks Inc |
7,021 |
+189 |
$2,070 | | PANW | 7,021 | +189 | $2,070 | | J.P. Morgan Municipal ETF (JMUB) |
39,836 |
+18,398 |
$2,030 | | JMUB | 39,836 | +18,398 | $2,030 | | Cisco Systems |
39,005 |
+1,879 |
$1,971 | | CSCO | 39,005 | +1,879 | $1,971 | | Bank Of America |
58,050 |
+2,788 |
$1,955 | | BAC | 58,050 | +2,788 | $1,955 | | L3Harris Technologies Inc |
8,975 |
+335 |
$1,890 | | LHX | 8,975 | +335 | $1,890 | | Vanguard Mid Cap ETF (VO) |
7,791 |
+471 |
$1,813 | | VO | 7,791 | +471 | $1,813 |
See Full List: All Stocks Held By Newman Dignan & Sheerar Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Newman Dignan & Sheerar Inc.
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