Newman Dignan & Sheerar, Inc.

Q4 2024 13F Holdings

  • Location
    providence, RI
  • Num holdings

    181

  • Value ($000)

    $390,404

  • Date Filed
    01/30/2025
  • Form type
    13F-HR
  • CIK
    0001566493
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SCHX
SCHX

Schwab Dow Jones US Large Cap ETF

ETF
808524201
$34.69M
9 %

1,496,523

SCHD
SCHD

Schwab Dow Jones US Div Eq ETF

ETF
808524797
$22.02M
6 %

805,876

AAPL
AAPL

Apple, Inc

COM
037833100
$18.05M
5 %

72,068

UITB
UITB

VictoryShares Core Intermediate Bond ETF

ETF
92647N527
$16.26M
4 %

353,733

MSFT
MSFT

Microsoft Corp

COM
594918104
$12.80M
3 %

30,359

SGOL
SGOL

ETFS Phys. Swiss Gold Shares

ETF
00326A104
$11.21M
3 %

447,404

GOOGL
GOOGL

Alphabet, Inc. Cl A

COM
02079K305
$10.87M
3 %

57,444

NVDA
NVDA

Nvidia Corp

COM
67066G104
$9.63M
3 %

71,732

DFAE
DFAE

Dimensional Emerg Core Equity Mkt ETF

ETF
25434V302
$8.82M
2 %

347,586

SCHM
SCHM

Schwab Dow Jones US Mid-Cap ETF

ETF
808524508
$7.84M
2 %

282,762

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