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| Happy Holidays!! thanks for using AUM13F!! |
| Newman Dignan & Sheerar Inc
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| CRD # | 107565 |
| SEC # | 801-41412 |
| CIK # | 0001566493 |
| AUM | $669.2 M (2025-03-21) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 401-351-4010 |
| Address | 260 West Exchange Street Providence, RI 02903 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001566493 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 13.9 | ||
| ETFS Gold Trust | 13.2 | ||
| Apple Inc | 12.5 | ||
| Alphabet Inc | 9.6 | ||
| Nvidia Corp | 9.5 | ||
| Broadcom Inc | 7.4 | ||
| Amazon Com Inc | 6.3 | ||
| J P Morgan Chase & Co | 5.9 | ||
| Facebook Inc | 3.9 | ||
| Merck & Co Inc | 3.6 | ||
| Quanta Services Inc | 3.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 216 | 47.7 |
| (b) Individuals (high net worth individuals) | 228 | 564.3 |
| (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 | 6 | 17.8 |
| (h) Charitable organizations | 10 | 33.4 |
| (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 | 11 | 6.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,081 | 669.2 |
| By Discretionary | ||
| Discretionary | 1,060 | 646.3 |
| Non-Discretionary | 21 | 22.9 |
| Total | 1,081 | 669.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 669.2 | |
| Total | 1,081 | 669.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001566493] |
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|---|---|---|
|
Sterling Financial Planning Inc
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|
NJ | 0.7 |
|
ALTI Wealth Management US International Inc
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FL | 0.7 |
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Grant Street Asset Management Inc
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PA | 0.7 |
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Cambient Family Office LLC
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MI | 0.7 |
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DMKC Advisory Services LLC
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IA | 0.7 |
|
Meadow Creek Wealth Advisors LLC
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GA | 0.7 |
|
Havenshare Financial LLC
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|
0.7 | |
|
Wealth Management Partners LLC
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|
AZ | 0.7 |
|
Global Financial Private Client LLC
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|
FL | 0.7 |
|
Wealth Advisory Group Inc
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|
PA | 0.7 |