Newman Dignan & Sheerar, Inc.
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationprovidence, RI
- CIK0001566493
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
176 | $366.38 M | SCHX, SCHD, UITB, AAPL | RESTATEMENT | May 14, 2025 | 000156649325000003 | ||
181 | $390.40 M | SCHX, SCHD, AAPL, UITB | 13F-HR | Jan 30, 2025 | 000156649325000001 | ||
187 | $417.53 M | SCHX, VSLU, SCHD, AAPL | 13F-HR | Nov 12, 2024 | 000156649324000007 | ||
169 | $387.75 M | SCHX, VSLU, SCHD, AAPL | 13F-HR | Jul 15, 2024 | 000156649324000004 | ||
171 | $374.01 M | SCHX, SCHD, VSLU, MSFT | 13F-HR | Apr 29, 2024 | 000156649324000003 | ||
179 | $331.18 M | SCHX, SCHD, AAPL, MSFT | 13F-HR | Feb 9, 2024 | 000156649324000001 | ||
164 | $304.71 M | SCHX, SCHD, VSLU, AAPL | 13F-HR | Nov 8, 2023 | 000156649323000004 | ||
187 | $323.98 M | SCHX, SCHD, AAPL, VSLU | 13F-HR | Aug 2, 2023 | 000156649323000003 | ||
195 | $311.51 M | SCHX, SCHD, AAPL, SGOL | 13F-HR | Apr 28, 2023 | 000156649323000002 | ||
193 | $301.89 M | SCHD, SCHX, SGOL, AAPL | 13F-HR | Jan 20, 2023 | 000156649323000001 | ||
186 | $638.39 M | AON, SCHX, SCHD, AAPL | 13F-HR | Oct 18, 2022 | 000156649322000004 | ||
180 | $293.09 M | SCHX, SCHD, AAPL, SGOL | 13F-HR | Aug 3, 2022 | 000156649322000003 | ||
198 | $521.14 M | TE CONNECTIVITY LTD, SCHX, SCHD, AAPL | 13F-HR | Apr 14, 2022 | 000156649322000002 | ||
205 | $329.88 M | SCHX, SCHD, AAPL, MSFT | 13F-HR | Jan 18, 2022 | 000156649322000001 | ||
195 | $346.10 M | SCHA, SCHX, SCHD, AAPL | 13F-HR | Oct 7, 2021 | 000156649321000004 | ||
182 | $296.72 M | SCHX, SCHD, AAPL, SCHG | 13F-HR | Jul 28, 2021 | 000156649321000003 | ||
181 | $275.82 M | SCHD, SCHG, AAPL, SCHZ | 13F-HR | May 5, 2021 | 000156649321000002 | ||
167 | $621.93 M | NVSN, SCHX, SCHD, SCHZ | 13F-HR | Jan 29, 2021 | 000156649321000001 | ||
163 | $239.30 M | SCHX, SCHD, SCHZ, AAPL | 13F-HR | Oct 14, 2020 | 000156649320000003 | ||
144 | $231.65 M | SCHX, SCHD, SCHZ, SCHG | 13F-HR | Aug 6, 2020 | 000156649320000002 | ||
135 | $191.02 M | SCHZ, SCHD, SCHX, MUNI | 13F-HR | Apr 20, 2020 | 000156649320000001 | ||
156 | $936.77 M | SWK, SCHD, SCHZ, SCHX | 13F-HR | Jan 15, 2020 | 000165934620000002 | ||
148 | $212.28 M | SCHD, SCHZ, SCHX, SCHV | 13F-HR | Oct 21, 2019 | 000156649319000004 | ||
165 | $3.76 B | GOOGL, SCHD, SCHZ, SCHX | 13F-HR | Jul 31, 2019 | 000156649319000003 | ||
151 | $248.86 M | VNQ, VBR, SCHD, SCHZ | 13F-HR | Apr 9, 2019 | 000156649319000002 | ||
143 | $1.18 B | WFC, SCHX, KRE, SPY | 13F-HR | Jan 24, 2019 | 000156649319000001 | ||
153 | $228.46 M | SCHD, SCHZ, SCHV, SCHG | 13F-HR | Oct 25, 2018 | 000156649318000004 | ||
158 | $1.50 B | META, SCHZ, SCHD, SCHV | 13F-HR | Jul 6, 2018 | 000156649318000003 | ||
153 | $198.00 M | SCHZ, SCHD, SCHV, SCHG | 13F-HR | Apr 17, 2018 | 000156649318000002 | ||
161 | $199.88 M | SCHD, SCHV, SCHG, SCHA | 13F-HR | Jan 29, 2018 | 000156649318000001 | ||
159 | $187.55 M | SCHV, SCHD, SCHG, SCHA | 13F-HR | Oct 18, 2017 | 000156649317000004 | ||
151 | $180.19 M | SCHV, SCHD, PM, SCHA | 13F-HR | Aug 8, 2017 | 000156649317000003 | ||
149 | $225.77 M | CVS, BMY, SCHD, SCHV | 13F-HR | Apr 11, 2017 | 000156649317000002 | ||
141 | $164.00 M | SCHD, SCHV, SCHG, GE | 13F-HR | Jan 30, 2017 | 000156649317000001 | ||
145 | $159.10 M | SCHD, SCHG, SCHV, JNJ | 13F-HR | Oct 27, 2016 | 000156649316000008 | ||
141 | $160.04 M | SCHD, TEARLAB CORP, SCHV, SCHG | 13F-HR | Jul 8, 2016 | 000156649316000007 | ||
131 | $137.46 M | SCHD, SCHG, SCHV, GE | 13F-HR | Apr 11, 2016 | 000156649316000006 | ||
142 | $141.62 M | SCHG, SCHV, GE, SCHA | 13F-HR | Jan 13, 2016 | 000156649316000005 | ||
135 | $155.55 M | AAPL, SCHG, SCHV, SCHA | 13F-HR | Oct 23, 2015 | 000156649315000004 | ||
145 | $138.87 M | SCHG, SCHV, SCHA, GE | 13F-HR | Jul 15, 2015 | 000156649315000003 | ||
147 | $140.07 M | SCHG, SCHV, SCHA, SCHD | 13F-HR | Apr 10, 2015 | 000156649315000002 | ||
151 | $167.21 M | PG, SCHG, SCHV, SCHA | 13F-HR | Jan 28, 2015 | 000156649315000001 | ||
145 | $133.12 M | SCHG, SCHV, JNJ, SCHA | 13F-HR | Oct 16, 2014 | 000156649314000006 | ||
143 | $175.63 M | ORCL, Scout Int'l Fd, SCHF, SCHG | 13F-HR | Jul 22, 2014 | 000156649314000004 | ||
140 | $140.52 M | SCHG, SCHV, GE, JNJ | 13F-HR | May 7, 2014 | 000156649314000003 | ||
149 | $2.04 B | BAC, SCHG, SCHV, GE | 13F-HR | Feb 12, 2014 | 000156649314000001 |