$188 Million is the total value of Newman Dignan & Sheerar, Inc.'s 159 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DWDP | New | DowDuPont Inc | $1,391,000 | – | 20,097 | +100.0% | 0.74% | – |
| SNI | New | Scripps Networks Interactive | $498,000 | – | 5,800 | +100.0% | 0.27% | – |
| TJX | New | TJX Cos Inc | $496,000 | – | 6,726 | +100.0% | 0.26% | – |
| New | Vanguard Mid-Cap ETFetf | $309,000 | – | 2,103 | +100.0% | 0.16% | – | |
| SPLV | New | PwrShs S&P 500 Low Volatilityetf | $287,000 | – | 6,276 | +100.0% | 0.15% | – |
| MO | New | Altria Group Inc | $282,000 | – | 4,441 | +100.0% | 0.15% | – |
| PANW | New | Palo Alto Networks Inc | $241,000 | – | 1,675 | +100.0% | 0.13% | – |
| TSN | New | Tyson Foods Inc | $203,000 | – | 2,875 | +100.0% | 0.11% | – |
| HST | New | Host Hotels & Resort | $194,000 | – | 10,484 | +100.0% | 0.10% | – |
| KMI | New | Kinder Morgan Inc | $193,000 | – | 10,048 | +100.0% | 0.10% | – |
| NVG | New | Nuveen Enhncd Amt Free Muni Fdetf | $172,000 | – | 11,144 | +100.0% | 0.09% | – |
| RENN | New | Renren Inc Adradr | $111,000 | – | 12,375 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-10-18
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.