Newman Dignan & Sheerar, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $585 Million distributed in 187 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $102M, Schwab Strategic Tr Us Dividen with a value of $66.3M, Schwab Strategic Tr Us Large C with a value of $27.3M, Schwab Strategic U.S. Mid Cap with a value of $22.3M, and ETF Opportunities Tr Applied F with a value of $22.1M.
Examining the 13F form we can see an increase of $199M in the current position value, from $386M to 585M.
Below you can find more details about Newman Dignan & Sheerar, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$585 Million
ETFs: $387 Million
Technology: $60.6 Million
Healthcare: $23.6 Million
Financial Services: $18.2 Million
Industrials: $17.8 Million
Communication Services: $17.4 Million
Consumer Cyclical: $14.5 Million
Consumer Defensive: $12.8 Million
Other: $10.4 Million
Stock Holdings Table Market Cap. of $200 Billions or more
