Newman Dignan & Sheerar, Inc. Q2 2025 Filing

Filed July 18, 2025

Portfolio Value

$435.1M

Holdings

195

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (195 positions)

#StockSharesValue% PortfolioType
101
XBISPDR S&P Biotech ETF
8,581$711K0.16%
102
PBEInvesco Biotech & Genomics ETF
10,472$671K0.15%
103
ABTAbbott Labs
4,917$668K0.15%
104
PLTRPalantir Technologies Inc.
4,836$659K0.15%
105
GEGeneral Electric
2,543$654K0.15%
106
CMCCommercial Metals Co
13,345$652K0.15%
107
STTState Street Boston Corp
6,011$639K0.15%
108
CVSCVS Health Corporation
9,064$625K0.14%
109
7HPHewlett Packard
24,294$594K0.14%
110
COSTCostco Whsl Corp
593$587K0.13%
111
IBDWiShares iBonds Dec 2031 Corp Bond ETF
27,761$584K0.13%
112
IBDViShares iBonds Dec 2030 Corp Bond ETF
23,757$522K0.12%
113
VDCVanguard Consumer Staples ETF
2,347$513K0.12%
114
INTUIntuit Inc.
650$512K0.12%
115
IBDRiShares iBonds Dec 2026 Corp Bond ETF
20,581$499K0.11%
116
HACKHACK- Cyber Security ETF
5,779$499K0.11%
117
PEGPublic Svc Enterprise
5,915$497K0.11%
118
PYPLPaypal Holdings, Inc.
6,560$487K0.11%
119
IVWiShares S&P 500 Barra Gr. Fd.
4,399$484K0.11%
120
VTIVanguard Total Stock Mkt ETF
1,520$462K0.11%
121
IAUiShares iBonds Dec 2025 Muni Bond ETF
17,280$462K0.11%
122
AMTAmerican Tower Corp
2,076$458K0.11%
123
IBDQiShares iBonds Dec 2025 Corp Bond ETF
17,768$447K0.10%
124
NVSNNovartis ADR
3,699$447K0.10%
125
MPLXMPLX LP
8,100$417K0.10%
126
IBMRiShares iBonds Dec 2029 Muni Bond ETF
16,414$414K0.10%
127
IBDSiShares iBonds Dec 2027 Corp Bond ETF
16,297$395K0.09%
128
FNDXSch Fundamental US Large Co ETF
16,131$395K0.09%
129
TSNTyson Foods Inc
7,013$392K0.09%
130
CIBRFirst Trust NASDAQ Cybersecurity ETF
5,138$388K0.09%
131
TSLATesla Motors Inc
1,205$382K0.09%
132
MDYS&P 400 Mid-Cap SPDR ETF
673$381K0.09%
133
GEVGe Vernova Llc Com
720$380K0.09%
134
PFEPfizer Inc
15,645$379K0.09%
135
KMIKinder Morgan Inc
12,832$377K0.09%
136
VEAVanguard FTSE Dev Mkt ETF
6,617$377K0.09%
137
AONAON Corp
1,041$371K0.09%
138
SOFISoFi Technologies ORD
20,118$366K0.08%
139
4I1Philip Morris Intl Inc
1,972$359K0.08%
140
MTUMiShares MSCI USA Momentum
1,489$357K0.08%
141
VXUSVanguard Total International Stock
5,083$351K0.08%
142
MMM3M Company
2,297$349K0.08%
143
VRTXVertex Pharmaceuticals
786$349K0.08%
144
DYHTarget Corp
3,531$348K0.08%
145
WFC 7.5 PERP LWells Fargo & Co 7.50pcnt Pfd
294$345K0.08%
146
CARRCarrier Global Corp
4,680$342K0.08%
147
TFCTruist Finl Corp
7,968$342K0.08%
148
NKENike Inc Class B
4,821$342K0.08%
149
INCYIncyte Genomics Inc
4,865$331K0.08%
150
DWDMorgan Stanley Group
2,328$327K0.08%
151
ILDRFirst Trust Innovation Leaders ETF
10,919$321K0.07%
152
JBNDJ P Morgan Active Bond ETF
5,925$317K0.07%
153
IWMiShares Russell 2000 Index Fund ETF
1,453$313K0.07%
154
WFCWells Fargo & Company
3,906$312K0.07%
155
COPConoco Phillips
3,440$308K0.07%
156
LKQ1LKQ Corp
8,323$308K0.07%
157
VOEVanguard Mid Cap Value ETF
1,768$290K0.07%
158
CICigna
859$283K0.07%
159
NOCNorthrop Grumman Corp
563$281K0.06%
160
XLESector Spdr Engy Select
3,319$281K0.06%
161
BNBrookfield Corp.
4,540$280K0.06%
162
NDQPowerShares QQQ ETF
505$278K0.06%
163
ETEnergy Transfer Equity
14,965$271K0.06%
164
ULUnilever Plc Adr New
4,217$257K0.06%
165
INTCIntel Corp
11,433$256K0.06%
166
MOAltria Group Inc
4,278$250K0.06%
167
JCIJohnson Controls PLC
2,300$242K0.06%
168
TELTE Connectivity Ltd
1,400$236K0.05%
169
UBERUber Technologies Inc
2,494$232K0.05%
170
DDDu Pont E I De Nemours
3,374$231K0.05%
171
WYNNWynn Resorts
2,466$230K0.05%
172
LMTLockheed Martin Corp
496$229K0.05%
173
XLREReal Estate Sector SPDR
5,415$224K0.05%
174
SCHZSchwab US AGG Bnd ETF
9,578$222K0.05%
175
SYYSysco Inc
2,895$219K0.05%
176
PPGPPG Inds Inc
1,920$218K0.05%
177
VLOValero Energy Corp.
1,596$214K0.05%
178
TTTrane Technologies PLC
475$207K0.05%
179
IBDTiShares iBonds Dec 2028 Corp Bond ETF
8,099$205K0.05%
180
DUKDuke Energy
1,744$205K0.05%
181
PAYXPaychex Inc
1,400$203K0.05%
182
COFCapital One Financial
957$203K0.05%
183
CTVACorteva Inc
2,726$203K0.05%
184
IGMiShares - Expanded Tech. Sector Index
1,800$202K0.05%
185
SKINBeauty Health Company CL A ORD
91,144$174K0.04%
186
MLCOMLCO
15,566$112K0.03%
187
SNDLSundial Growers Inc
64,420$77K0.02%
188
NIONIO, Inc.Adr
12,023$41K0.01%
189
ZYXIQZynex Inc
11,215$28K0.01%
190
CLSDUSDClearside Biomedical Inc
30,123$24K0.01%
191
BRTXBioRestorative Therapies Inc
11,522$19K0.00%
192
ONCOncolytics Biotech
22,915$17K0.00%
193
TLRYEURTilray Inc
26,150$10K0.00%
194
ADAPYAdaptimmune Therapeutics PLC
27,957$6K0.00%
195
OVIDOvid Therapeutics Inc
16,522$5K0.00%
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