$200 Million is the total value of Newman Dignan & Sheerar, Inc.'s 161 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 12.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHD | Buy | Schwab Dow Jones US Div Eq ETFetf | $8,613,000 | +14.4% | 168,317 | +4.6% | 4.31% | +7.3% |
| SCHV | Sell | Schwab Dow Jones US Large Valuetf | $7,868,000 | +3.7% | 143,917 | -1.7% | 3.94% | -2.7% |
| SCHG | Sell | Schwab Dow Jones US Large Growetf | $7,146,000 | +3.2% | 101,057 | -3.6% | 3.58% | -3.1% |
| SCHA | Buy | Schwab Dow Jones US Sm-Cap ETFetf | $6,710,000 | +19.5% | 96,220 | +15.5% | 3.36% | +12.1% |
| SCHX | Buy | Schwab Dow Jones US Large Capetf | $5,728,000 | +37.6% | 89,804 | +29.6% | 2.87% | +29.2% |
| SCHM | Buy | Schwab Dow Jones US Mid-Capetf | $5,665,000 | +20.5% | 106,344 | +13.4% | 2.83% | +13.0% |
| SCHF | Buy | Schwab FTSE Developed ex-US ETetf | $5,611,000 | +5.1% | 164,677 | +3.2% | 2.81% | -1.4% |
| JNJ | Sell | Johnson & Johnson | $4,938,000 | +5.1% | 35,342 | -2.2% | 2.47% | -1.3% |
| PGX | Buy | PowerShares Preferredetf | $4,506,000 | +0.9% | 303,235 | +2.0% | 2.25% | -5.4% |
| MSFT | Sell | Microsoft Corp | $4,478,000 | +13.8% | 52,354 | -0.9% | 2.24% | +6.8% |
| INTC | Sell | Intel Corp | $4,065,000 | +20.3% | 88,066 | -0.7% | 2.03% | +12.9% |
| AAPL | Sell | Apple Computer Inc | $3,694,000 | +6.5% | 21,830 | -3.0% | 1.85% | -0.1% |
| MRK | Buy | Merck & Co Inc | $3,607,000 | -11.6% | 64,100 | +0.6% | 1.80% | -17.0% |
| GOOGL | Buy | Alphabet, Inc. Cl A | $3,577,000 | +8.9% | 3,396 | +0.7% | 1.79% | +2.2% |
| SDY | Sell | SPDR S&P Dividend ETFetf | $3,576,000 | +1.4% | 37,852 | -1.9% | 1.79% | -4.8% |
| IJH | Buy | iShares S&P Midcap 400 Indexetf | $3,204,000 | +6.7% | 16,880 | +0.6% | 1.60% | +0.1% |
| IJR | Sell | iShares S&P Smallcap 600 Indexetf | $2,920,000 | +3.4% | 38,018 | -0.1% | 1.46% | -3.0% |
| PG | Sell | Procter & Gamble Inc | $2,713,000 | -6.4% | 29,527 | -7.3% | 1.36% | -12.2% |
| XOM | Sell | Exxon-Mobil | $2,533,000 | -3.8% | 30,284 | -5.8% | 1.27% | -9.8% |
| PEP | Sell | Pepsico | $2,452,000 | +6.0% | 20,447 | -1.5% | 1.23% | -0.5% |
| JPM | Sell | J P Morgan Chase & Co | $2,295,000 | +10.7% | 21,461 | -1.1% | 1.15% | +3.9% |
| CWI | Buy | SPDR MSCI Acwi Ex-USetf | $2,199,000 | +56.2% | 56,381 | +51.5% | 1.10% | +46.5% |
| VEU | Buy | Vanguard FTSE All-World ex-USAetf | $2,189,000 | +7.4% | 39,996 | +3.4% | 1.10% | +0.7% |
| VTV | Sell | Vanguard Value ETFetf | $2,091,000 | +5.4% | 19,669 | -1.0% | 1.05% | -1.0% |
| VZ | Sell | Verizon Communications | $2,004,000 | +5.1% | 37,870 | -1.7% | 1.00% | -1.4% |
| CSCO | Sell | Cisco Systems | $1,979,000 | +11.0% | 51,676 | -2.5% | 0.99% | +4.1% |
| AMGN | Sell | Amgen Inc | $1,908,000 | -7.7% | 10,971 | -1.0% | 0.96% | -13.3% |
| LOW | Buy | Lowes Companies | $1,896,000 | +21.9% | 20,404 | +4.9% | 0.95% | +14.5% |
| BMY | Sell | Bristol Myers Squibb | $1,878,000 | -6.1% | 30,650 | -2.3% | 0.94% | -11.8% |
| BAC | Sell | Bank Of America | $1,814,000 | +1033.8% | 61,454 | -2.7% | 0.91% | +968.2% |
| DIS | Sell | Disney Walt Co | $1,738,000 | +2.2% | 16,166 | -6.3% | 0.87% | -4.0% |
| BRKB | Buy | Berkshire Hathaway B | $1,735,000 | +9.3% | 8,752 | +1.1% | 0.87% | +2.6% |
| VBR | Buy | Vanguard Small-Cap Value ETFetf | $1,680,000 | +4.2% | 12,653 | +0.3% | 0.84% | -2.1% |
| CVS | Sell | CVS Health Corporation | $1,672,000 | -21.0% | 23,059 | -11.4% | 0.84% | -25.8% |
| CVX | Buy | ChevronTexaco Corp | $1,664,000 | +8.0% | 13,292 | +1.3% | 0.83% | +1.3% |
| PFE | Buy | Pfizer Inc | $1,647,000 | +2.4% | 45,462 | +0.9% | 0.82% | -4.0% |
| GOOG | Sell | Alphabet, Inc. Cl C | $1,521,000 | +8.7% | 1,454 | -0.3% | 0.76% | +2.0% |
| VUG | Sell | Vanguard Growth ETFetf | $1,497,000 | +4.3% | 10,646 | -1.5% | 0.75% | -2.1% |
| GE | Sell | General Electric | $1,465,000 | -54.4% | 83,933 | -36.9% | 0.73% | -57.3% |
| FB | Sell | Facebook Inc Class A | $1,460,000 | -0.1% | 8,276 | -3.2% | 0.73% | -6.3% |
| DWDP | Sell | DowDuPont Inc | $1,398,000 | +0.5% | 19,632 | -2.3% | 0.70% | -5.8% |
| HRS | Harris Corp | $1,386,000 | +7.6% | 9,783 | 0.0% | 0.69% | +0.9% | |
| BABA | Buy | Alibaba Group Hldg Adradr | $1,337,000 | +21.5% | 7,755 | +21.7% | 0.67% | +14.0% |
| COF | Buy | Capital One Financial | $1,328,000 | +19.9% | 13,337 | +1.9% | 0.66% | +12.4% |
| T | Buy | AT&T Corp | $1,313,000 | -0.8% | 33,781 | +0.0% | 0.66% | -6.8% |
| UNP | Sell | Union Pacific Corp | $1,280,000 | +12.9% | 9,543 | -2.5% | 0.64% | +5.8% |
| WFC | Sell | Wells Fargo & Company | $1,276,000 | -5.8% | 21,030 | -14.3% | 0.64% | -11.6% |
| GLD | Buy | SPDR Gold Sharesetf | $1,231,000 | +3.3% | 9,957 | +1.5% | 0.62% | -3.1% |
| VNQ | Buy | Vanguard REITetf | $1,228,000 | +7.9% | 14,795 | +8.1% | 0.61% | +1.2% |
| VWO | Sell | Vanguard Emerging Mkt Fdetf | $1,184,000 | +3.4% | 25,799 | -1.8% | 0.59% | -3.0% |
| VDC | Buy | Vanguard Consumer Staples ETFetf | $1,099,000 | +5.7% | 7,528 | +0.3% | 0.55% | -0.9% |
| V | Buy | Visa, Inc. | $1,094,000 | +11.9% | 9,593 | +3.2% | 0.55% | +5.0% |
| SPY | Sell | S&P 500 Spdretf | $1,079,000 | +5.5% | 4,043 | -0.7% | 0.54% | -0.9% |
| MCD | Sell | McDonalds Corp | $1,061,000 | +4.0% | 6,165 | -5.3% | 0.53% | -2.4% |
| BBT | Sell | BB&T Corporation | $1,057,000 | +2.6% | 21,258 | -3.1% | 0.53% | -3.6% |
| USB | U S Bancorp | $1,011,000 | 0.0% | 18,867 | 0.0% | 0.51% | -6.1% | |
| UTX | Sell | United Technologies CP | $995,000 | +5.1% | 7,795 | -4.5% | 0.50% | -1.4% |
| MUNI | Sell | Pimco Intermediate Muni ETFetf | $982,000 | -2.5% | 18,306 | -2.2% | 0.49% | -8.6% |
| EMR | Sell | Emerson Electric | $932,000 | +10.4% | 13,369 | -0.5% | 0.47% | +3.6% |
| UNM | Unum Corp | $876,000 | +7.4% | 15,957 | 0.0% | 0.44% | +0.7% | |
| RSP | Sell | Guggenheim S&P 500 Eq. Wgt.etf | $847,000 | -3.5% | 8,381 | -8.8% | 0.42% | -9.4% |
| SUB | Sell | iShares Sht-Term National Munietf | $843,000 | -7.7% | 8,038 | -6.7% | 0.42% | -13.3% |
| TIPX | Buy | SPDR Blmbrg Brcly 1-10 Yr TIP | $819,000 | -0.1% | 42,443 | +1.1% | 0.41% | -6.2% |
| SGOL | Buy | ETFS Physical Swiss Gold Shareetf | $814,000 | +59.9% | 6,454 | +57.3% | 0.41% | +50.2% |
| CELG | Sell | Celgene Corp | $804,000 | -31.7% | 7,706 | -4.5% | 0.40% | -36.0% |
| SWK | New | Stanley Black & Decker | $776,000 | – | 4,575 | +100.0% | 0.39% | – |
| BSV | Sell | Vanguard Short-Term Bond ETFetf | $755,000 | -1.4% | 9,544 | -0.5% | 0.38% | -7.4% |
| CCF | Sell | Chase Corp | $753,000 | +6.1% | 6,250 | -2.0% | 0.38% | -0.5% |
| STT | State Street Boston Corp | $747,000 | +2.2% | 7,650 | 0.0% | 0.37% | -4.1% | |
| AGG | Buy | iShares Core Total U Setf | $737,000 | +11.3% | 6,745 | +11.7% | 0.37% | +4.5% |
| PRU | Buy | Prudential Financial Inc | $725,000 | +10.9% | 6,303 | +2.4% | 0.36% | +4.0% |
| XBI | Buy | SPDR S&P Biotech ETFetf | $722,000 | +1.0% | 8,510 | +3.0% | 0.36% | -5.2% |
| VOO | New | Vanguard S&P 500 Etfetf | $708,000 | – | 2,885 | +100.0% | 0.35% | – |
| HD | Sell | Home Depot | $706,000 | +12.8% | 3,727 | -2.6% | 0.35% | +5.7% |
| MBB | Buy | iShares MBS ETFetf | $691,000 | 0.0% | 6,487 | +0.5% | 0.35% | -6.0% |
| PBE | Biotech/Genome Powershares Indetf | $688,000 | -5.6% | 14,591 | 0.0% | 0.34% | -11.6% | |
| DHR | Sell | Danaher Corp | $686,000 | +7.0% | 7,396 | -1.0% | 0.34% | +0.3% |
| KO | Coca Cola | $662,000 | +1.8% | 14,425 | 0.0% | 0.33% | -4.6% | |
| GOV | Sell | Government Property Income Tru | $661,000 | -7.2% | 35,675 | -5.9% | 0.33% | -12.9% |
| PYPL | Buy | Paypal Holdings, Inc. | $656,000 | +15.5% | 8,917 | +0.6% | 0.33% | +8.3% |
| TMO | Thermo Fisher Scientific | $643,000 | +0.3% | 3,388 | 0.0% | 0.32% | -5.8% | |
| PM | Buy | Philip Morris Intl Inc | $631,000 | -4.7% | 5,976 | +0.3% | 0.32% | -10.5% |
| MET | Sell | Metlife Inc | $630,000 | -4.4% | 12,468 | -1.7% | 0.32% | -10.3% |
| FISV | Fiserv Inc. | $625,000 | +1.6% | 4,770 | 0.0% | 0.31% | -4.6% | |
| ADP | Sell | Automatic Data Processing | $626,000 | +6.3% | 5,345 | -0.8% | 0.31% | -0.3% |
| C | Sell | Citigroup Inc | $610,000 | +0.8% | 8,197 | -1.4% | 0.30% | -5.6% |
| ROP | Sell | Roper Technologies, Inc | $589,000 | -1.2% | 2,275 | -7.1% | 0.30% | -7.2% |
| ITW | Buy | Illinois Tool Works | $583,000 | +54.2% | 3,495 | +36.8% | 0.29% | +44.6% |
| RTN | Sell | Raytheon Corp Cl B | $578,000 | -2.2% | 3,079 | -2.8% | 0.29% | -8.3% |
| IVW | Sell | iShares S&P 500 Barra Gr. Fd.etf | $577,000 | -0.2% | 3,777 | -6.3% | 0.29% | -6.2% |
| ORCL | Sell | Oracle Systems | $573,000 | -6.8% | 12,127 | -4.7% | 0.29% | -12.5% |
| NVDA | Sell | Nvidia Corp | $569,000 | -2.1% | 2,942 | -9.5% | 0.28% | -8.1% |
| D | Dominion Res Inc Va | $565,000 | +5.6% | 6,965 | 0.0% | 0.28% | -0.7% | |
| VTR | Sell | Ventas Inc | $564,000 | -25.8% | 9,407 | -19.4% | 0.28% | -30.4% |
| PGF | Buy | PwrShs Financial Pfdetf | $555,000 | +2.6% | 29,413 | +3.2% | 0.28% | -3.5% |
| MMM | 3M Company | $552,000 | +12.2% | 2,344 | 0.0% | 0.28% | +5.3% | |
| TD | Sell | Toronto Dominion Bank | $552,000 | +1.8% | 9,425 | -2.1% | 0.28% | -4.5% |
| IVE | Sell | iShares S&P 500 Barra Value Fdetf | $535,000 | +4.1% | 4,685 | -1.6% | 0.27% | -2.2% |
| TAPA | Sell | Molson Coors Brewing | $534,000 | -8.7% | 6,510 | -9.1% | 0.27% | -14.4% |
| TJX | Buy | TJX Cos Inc | $532,000 | +7.3% | 6,956 | +3.4% | 0.27% | +0.8% |
| VCSH | Sell | Vanguard Short-Term Corp Bondetf | $530,000 | -32.5% | 6,680 | -31.8% | 0.26% | -36.8% |
| MDY | S&P 400 Mid-Cap SPDRetf | $530,000 | +6.0% | 1,533 | 0.0% | 0.26% | -0.7% | |
| PPL | Sell | PPL Corp | $524,000 | -19.5% | 16,925 | -1.4% | 0.26% | -24.5% |
| WY | Buy | Weyerhaeuser Co | $499,000 | +3.7% | 14,157 | +0.2% | 0.25% | -2.3% |
| FLOT | Buy | iShares Floating Rate Bond ETFetf | $493,000 | +0.2% | 9,694 | +0.4% | 0.25% | -5.7% |
| SNI | Sell | Scripps Networks Interactiveetf | $485,000 | -2.6% | 5,675 | -2.2% | 0.24% | -8.6% |
| FNDF | Buy | Sch Fundamental Intl Lg Co ETFetf | $477,000 | +5.5% | 15,689 | +3.7% | 0.24% | -0.8% |
| HSBCPRA | Sell | H S B C Hldgs 6.2 Pfdpfd | $460,000 | -10.2% | 17,800 | -8.2% | 0.23% | -15.8% |
| SLB | Sell | Schlumberger Ltd | $452,000 | -48.2% | 6,713 | -46.3% | 0.23% | -51.4% |
| VIG | Buy | Vanguard Div Appreciationetf | $437,000 | +8.2% | 4,283 | +0.4% | 0.22% | +1.9% |
| SCHB | Sell | Schwab Dow Jones US Broad Mktetf | $437,000 | +4.0% | 6,773 | -1.7% | 0.22% | -2.2% |
| NKE | Nike Inc Class B | $420,000 | +20.7% | 6,720 | 0.0% | 0.21% | +12.9% | |
| VTIP | Vanguard Sht-Term Infl Prot Seetf | $410,000 | -1.2% | 8,402 | 0.0% | 0.20% | -7.2% | |
| LMT | Lockheed Martin Corp | $388,000 | +3.5% | 1,208 | 0.0% | 0.19% | -3.0% | |
| SCHE | Buy | Schwab FTSE Emerging Mkt ETFetf | $386,000 | +19.9% | 13,831 | +15.7% | 0.19% | +12.2% |
| ABT | Sell | Abbott Labs | $383,000 | +5.5% | 6,706 | -1.3% | 0.19% | -1.0% |
| WBA | Sell | Walgreens Boots Alliancetf | $373,000 | -26.6% | 5,133 | -22.0% | 0.19% | -31.0% |
| MA | Sell | Mastercard Inc | $369,000 | -2.9% | 2,439 | -9.3% | 0.18% | -8.9% |
| AMAT | Applied Materials | $369,000 | -1.9% | 7,210 | 0.0% | 0.18% | -7.5% | |
| TSN | Buy | Tyson Foods Inc | $367,000 | +80.8% | 4,525 | +57.4% | 0.18% | +70.4% |
| ALK | New | Alaska Air Group Inc | $356,000 | – | 4,845 | +100.0% | 0.18% | – |
| ABBV | Sell | AbbVie Inc | $351,000 | -1.4% | 3,630 | -9.4% | 0.18% | -7.4% |
| IBM | Buy | International Business Machine | $348,000 | +25.2% | 2,270 | +18.5% | 0.17% | +17.6% |
| AON | AON Corp ADRadr | $337,000 | -8.4% | 2,517 | 0.0% | 0.17% | -13.8% | |
| NVS | Novartis A G | $338,000 | -2.3% | 4,027 | 0.0% | 0.17% | -8.2% | |
| WMT | Sell | Wal-Mart Stores | $338,000 | +22.9% | 3,422 | -2.8% | 0.17% | +15.0% |
| CTSH | Cognizant Tech. Solutions | $328,000 | -2.1% | 4,625 | 0.0% | 0.16% | -8.4% | |
| New | Quanta Services Inc | $327,000 | – | 8,350 | +100.0% | 0.16% | – | |
| VO | New | Vanguard Mid-Cap ETFetf | $326,000 | – | 2,104 | +100.0% | 0.16% | – |
| LQD | iShares Inv. Grade Corp. Bd.etf | $322,000 | +0.3% | 2,648 | 0.0% | 0.16% | -5.8% | |
| MO | Altria Group Inc | $317,000 | +12.4% | 4,441 | 0.0% | 0.16% | +6.0% | |
| VB | Buy | Vanguard Small Capetf | $316,000 | +5.0% | 2,137 | +0.5% | 0.16% | -1.2% |
| AMZN | Buy | Amazon.com | $316,000 | +558.3% | 270 | +4.7% | 0.16% | +507.7% |
| PPG | PPG Inds Inc | $313,000 | +7.6% | 2,676 | 0.0% | 0.16% | +1.3% | |
| SCHZ | Buy | Schwab US AGG Bnd ETFetf | $307,000 | +20.9% | 5,897 | +21.5% | 0.15% | +14.1% |
| COP | Sell | Conoco Phillips | $306,000 | +7.4% | 5,577 | -2.2% | 0.15% | +0.7% |
| MHF | Buy | Western Asset Muni Hi Incomeetf | $294,000 | -3.6% | 39,713 | +1.0% | 0.15% | -9.8% |
| SCHC | Buy | Schwab FTSE Intl Small-Cap Equetf | $287,000 | +17.1% | 7,847 | +14.8% | 0.14% | +9.9% |
| XLK | Buy | Technology Sector iShareetf | $281,000 | +6.4% | 4,398 | +883.9% | 0.14% | 0.0% |
| VLO | New | Valero Energy Corp. | $280,000 | – | 3,044 | +100.0% | 0.14% | – |
| PMM | Buy | Putnam Managed Municipaletf | $273,000 | -0.7% | 36,827 | +1.3% | 0.14% | -6.8% |
| SPLV | Sell | PwrShs S&P 500 Low Volatilityetf | $271,000 | -5.6% | 5,679 | -9.5% | 0.14% | -11.1% |
| CL | Sell | Colgate Palmolive Co | $272,000 | -5.6% | 3,608 | -8.8% | 0.14% | -11.7% |
| MDLZ | Mondelez Intl Inc Cl A | $269,000 | +5.5% | 6,278 | 0.0% | 0.14% | -0.7% | |
| NIQ | Buy | Nuveen Inter Dur Qlty Munietf | $270,000 | -1.8% | 21,004 | +0.9% | 0.14% | -8.2% |
| FNDX | Sell | Sch Fundamental US Large Co ETetf | $270,000 | -8.8% | 7,213 | -14.3% | 0.14% | -14.6% |
| AABA | Altaba Incorporated | $266,000 | +5.1% | 3,814 | 0.0% | 0.13% | -1.5% | |
| UL | Sell | Unilever Nv Adr- Netherlandsadr | $263,000 | -11.4% | 4,675 | -7.1% | 0.13% | -16.5% |
| DEO | Diageo Plcadr | $262,000 | +10.5% | 1,794 | 0.0% | 0.13% | +4.0% | |
| BDX | Sell | Becton Dickinson | $260,000 | +4.0% | 1,215 | -4.7% | 0.13% | -2.3% |
| PANW | Buy | Palo Alto Networks Inc | $257,000 | +6.6% | 1,775 | +6.0% | 0.13% | +0.8% |
| ESRX | Express Scripts Inc | $254,000 | +17.6% | 3,409 | 0.0% | 0.13% | +10.4% | |
| VNQI | Buy | Vanguard Int'l REITetf | $248,000 | +5.5% | 4,094 | +3.5% | 0.12% | -0.8% |
| WFCPRL | New | Wells Fargo & Co 7.50 Pfdpfd | $240,000 | – | 183 | +100.0% | 0.12% | – |
| VXUS | Buy | Vanguard Total International Setf | $238,000 | +4.8% | 4,181 | +0.9% | 0.12% | -1.7% |
| SCHP | Sell | Schwab US TIPS ETFetf | $225,000 | -0.9% | 4,063 | -1.0% | 0.11% | -6.6% |
| WYNN | Sell | Wynn Resorts | $219,000 | -1.8% | 1,300 | -13.3% | 0.11% | -7.6% |
| DFS | New | Discover Financial Svcs | $217,000 | – | 2,827 | +100.0% | 0.11% | – |
| SYY | New | Sysco Inc | $210,000 | – | 3,447 | +100.0% | 0.10% | – |
| HPE | New | Hewlett Packard | $207,000 | – | 9,858 | +100.0% | 0.10% | – |
| MLCO | New | Melco Crown Entmt Adradr | $203,000 | – | 7,000 | +100.0% | 0.10% | – |
| RENN | Exit | Renren Inc Adradr | $0 | – | -12,375 | -100.0% | -0.06% | – |
| NVG | Exit | Nuveen Enhncd Amt Free Muni Fdetf | $0 | – | -11,144 | -100.0% | -0.09% | – |
| KMI | Exit | Kinder Morgan Inc | $0 | – | -10,048 | -100.0% | -0.10% | – |
| HST | Exit | Host Hotels & Resort | $0 | – | -10,484 | -100.0% | -0.10% | – |
| HAS | Exit | Hasbro Inc | $0 | – | -2,115 | -100.0% | -0.11% | – |
| WELL | Exit | Welltower, Inc | $0 | – | -3,150 | -100.0% | -0.12% | – |
| AMT | Exit | American Tower Corp | $0 | – | -1,639 | -100.0% | -0.12% | – |
| APD | Exit | Air Prods & Chems | $0 | – | -1,978 | -100.0% | -0.16% | – |
| Exit | Vanguard Mid-Cap ETFetf | $0 | – | -2,103 | -100.0% | -0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-01-29
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.