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CIK: 0001566493
Total reported value
$522.8M
$522.8M
176 檔
20.3%
As reported in its official Q1 2025 Form 13F filing, Newman Dignan & Sheerar, Inc.'s tracked investment portfolio stood at $522.8M with 176 total positions.
In Q1 2025, Newman Dignan & Sheerar, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 9.38% | +0.36% | +4.04% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.70% | -0.38% | +9.02% | |
| 3 | UITB | Victoryshares Core Intermedi | ETF-Other | 5.17% | -1.66% | +13.99% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.14% | +0.07% | -5.23% | |
| 5 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 3.56% | -0.76% | -2.16% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.03% | -0.20% | -2.65% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.40% | +0.29% | -1.16% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.37% | +0.25% | -3.44% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.21% | -0.04% | +6.88% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.00% | +0.06% | -5.76% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.90% | — | +6.38% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.78% | +0.07% | +3.34% | |
| 13 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.70% | -0.08% | +5.04% | |
| 14 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.65% | -0.05% | +5.95% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.63% | +0.03% | -8.54% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.47% | — | -4.05% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.46% | +0.06% | +1.66% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.26% | +0.08% | -5.47% | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.19% | +0.02% | -8.21% | |
| 20 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.18% | -0.05% | +2.97% | |
| 21 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.17% | +0.07% | -41.98% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.15% | -0.02% | -7.91% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.14% | +0.02% | +22.62% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.08% | +0.02% | +2.34% | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.99% | +0.10% | -15.49% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.96% | -0.04% | -1.72% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.94% | -0.08% | +1.55% | |
| 28 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.92% | -0.05% | -45.65% | |
| 29 | GLD | Spdr Gold Shares | ETF-Commodities | 0.85% | -0.21% | -3.21% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.85% | -0.07% | +4.47% | |
| 31 | DFAI | Dimensional International Co | ETF-Other | 0.82% | +0.04% | +39.64% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.82% | +0.04% | +0.28% | |
| 33 | FISV | Fiserv Inc | Stock-Other | 0.75% | -0.01% | -2.76% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.75% | -0.10% | -0.74% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.74% | +0.05% | -0.79% | |
| 36 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.73% | -0.08% | -1.85% | |
| 37 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.71% | -0.10% | -5.90% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.69% | +0.02% | -0.88% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.69% | -0.19% | +0.38% | |
| 40 | AMGN | Amgen Inc | Stock-Healthcare | 0.69% | -0.03% | +1.01% | |
| 41 | PWR | Quanta Services Inc | Stock-Industrials | 0.69% | +0.12% | -2.95% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.67% | +0.03% | -0.32% | |
| 43 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.66% | +0.43% | +0.89% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.65% | -0.11% | -1.58% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.63% | +0.08% | -4.39% | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.62% | +0.04% | -0.56% | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.61% | — | -0.79% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.55% | +0.18% | -1.32% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.50% | -0.02% | -1.89% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | — | -1.80% |
According to official SEC Form 13F filings, Newman Dignan & Sheerar, Inc. reported a total U.S. public equity portfolio value of $522.8M across 176 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SCHX, SCHD, UITB) accounted for 20.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
SCHX
市值: $34.4M
During Q1 2025, Newman Dignan & Sheerar, Inc.'s top holdings by market value included SCHX (9.4%)、SCHD (6.7%)、UITB (5.2%). The largest single position, SCHX, represented 9.4% of total portfolio value.
In Q1 2025, Newman Dignan & Sheerar, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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