$140 Million is the total value of Newman Dignan & Sheerar, Inc.'s 147 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MDT | New | Medtronic plc | $1,643,000 | – | 21,061 | +100.0% | 1.17% | – |
| New | Molson Coors Brewing | $856,000 | – | 11,500 | +100.0% | 0.61% | – | |
| VWO | New | Vanguard Emerging Mkt Fdetf | $608,000 | – | 14,879 | +100.0% | 0.43% | – |
| BEAV | New | B/E Aerospace Inc | $427,000 | – | 6,715 | +100.0% | 0.30% | – |
| New | Target Corp | $294,000 | – | 3,580 | +100.0% | 0.21% | – | |
| BSV | New | Vanguard Short-Term Bondetf | $276,000 | – | 3,433 | +100.0% | 0.20% | – |
| New | Air Prods & Chems | $272,000 | – | 1,800 | +100.0% | 0.19% | – | |
| MO | New | Altria Group Inc | $239,000 | – | 4,780 | +100.0% | 0.17% | – |
| EFA | New | iShares MSCI EAFE Index Fdetf | $235,000 | – | 3,667 | +100.0% | 0.17% | – |
| NXPI | New | NXP Semiconductors Nv | $234,000 | – | 2,335 | +100.0% | 0.17% | – |
| UL | New | Unilever Nv Adr- Netherlandsadr | $224,000 | – | 5,375 | +100.0% | 0.16% | – |
| VNQI | New | Vanguard Int'l REITetf | $223,000 | – | 3,955 | +100.0% | 0.16% | – |
| RENN | New | Renren Inc Adradr | $49,000 | – | 20,150 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-04-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Schwab Dow Jones US Div Eq ETF | 42 | Q3 2023 | 6.6% |
| Schwab Dow Jones US Large Cap ETF | 42 | Q3 2023 | 7.3% |
| Schwab Dow Jones US Large Growth ETF | 42 | Q3 2023 | 4.9% |
| Schwab Dow Jones US Large Value ETF | 42 | Q3 2023 | 4.5% |
| Apple, Inc | 42 | Q3 2023 | 20.8% |
| Schwab Dow Jones US Sm-Cap ETF | 42 | Q3 2023 | 13.5% |
| Microsoft Corp | 42 | Q3 2023 | 3.4% |
| Johnson & Johnson | 42 | Q3 2023 | 2.9% |
| Novartis A G | 42 | Q3 2023 | 56.8% |
| Merck & Co Inc | 42 | Q3 2023 | 2.5% |
View Newman Dignan & Sheerar, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-01-18 |
View Newman Dignan & Sheerar, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.