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| Name: |
NEWMAN DIGNAN & SHEERAR, INC. |
| City: |
PROVIDENCE |
| State: |
RI |
| Zip: |
02903 |
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data |
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Filing Period: |
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| Holdings
Found :
9 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
UITB |
Victoryshares Usaa Core Int... |
|
New |
$0.00 |
$3,787,000 |
81,653 |
% |
3,787,000 |
81,653 |
0 |
N/A |
|
|
IVV |
iShares Core S&P 500 Etf |
|
New |
$522.66 |
$709,000 |
1,349 |
% |
709,000 |
1,349 |
0 |
N/A |
|
|
MUB |
iShares S&P National Munici... |
|
New |
$107.05 |
$503,000 |
4,673 |
% |
503,000 |
4,673 |
0 |
N/A |
|
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LKQ |
LKQ Corp |
|
New |
$44.32 |
$484,000 |
9,071 |
% |
484,000 |
9,071 |
0 |
N/A |
|
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AVUV |
Avantis Us Small Cap Value Etf |
|
New |
$92.89 |
$295,000 |
3,150 |
% |
295,000 |
3,150 |
0 |
N/A |
|
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IBDV |
Ishares Ibonds Dec 2030 Ter... |
|
New |
$0.00 |
$285,000 |
13,303 |
% |
285,000 |
13,303 |
0 |
N/A |
|
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INCY |
Incyte Corp |
|
New |
$53.50 |
$239,000 |
4,197 |
% |
239,000 |
4,197 |
0 |
N/A |
|
|
PSX |
Phillips 66 |
|
New |
$147.72 |
$221,000 |
1,352 |
% |
221,000 |
1,352 |
0 |
N/A |
|
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IEFA |
Ishares Core Msci Eafe |
|
New |
$0.00 |
$206,000 |
2,781 |
% |
206,000 |
2,781 |
0 |
N/A |
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