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| Newman Dignan & Sheerar Inc
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|
|
|---|---|
| CRD # | 107565 |
| SEC # | 801-41412 |
| CIK # | 0001566493 |
| AUM | $612.9 MM (2024-03-26) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 401-351-4010 |
| Address | 260 West Exchange Street Providence, RI 02903 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 15.9 | |
| MSFT | 1,918,222.4 | 13.8 | |
| GOOGL | 1,475,138.5 | 10.6 | |
| SGOL | 10.3 | ||
| NVDA | 399,550.0 | 8.9 | |
| MRK | 232,371.9 | 6.5 | |
| AMZN | 1,092,997.8 | 5.0 | |
| AVGO | 201,282.9 | 5.0 | |
| JPM | 340,169.2 | 4.9 | |
| JNJ | 465,600.2 | 3.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 253 | 75.6 |
| (b) Individuals (high net worth individuals) | 167 | 470.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 22.8 |
| (h) Charitable organizations | 14 | 36.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 7.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,042 | 612.9 |
| By Discretionary | ||
| Discretionary | 1,024 | 588.6 |
| Non-Discretionary | 18 | 24.4 |
| Total | 1,042 | 612.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 612.9 | |
| Total | 1,042 | 612.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001566493] |
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|---|---|---|
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Brighton Securities Corp
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