Investing Insights: Key Takeaways from Newman Dignan & Sheerar Inc.’s Q3 2022 vs. Q4 2022 13F Holdings

Newman Dignan & Sheerar Inc., a Texas-based investment firm, recently released its Q3 2022 vs Q4 2022 13F Holdings report highlighting the changes in their holdings in some of the top-performing exchange-traded funds (ETFs) and stocks. As an investor, it's critical to keep tabs on the investment strategies of the most successful firms to make informed decisions. In this article, we'll summarize the key takeaways from Newman Dignan & Sheerar Inc.’s Q3 2022 vs. Q4 2022 13F Holdings report.

Schwab ETFs remain a top pick

Newman Dignan & Sheerar Inc. increased its holdings in Schwab Dow Jones US Div Eq ETF (SCHD) and Schwab Dow Jones US Large Cap ETF (SCHX) by 1.18% and 2.48%, respectively, in Q4 2022. These two ETFs have been top performers for the firm and have been delivering consistent returns over the years. The firm's faith in these ETFs indicates the resilience and confidence that these ETFs provide to investors.

Apple Takes a Hit

Apple, Inc (AAPL) took a hit in Q4 2022, with Newman Dignan & Sheerar Inc. reducing its holdings by 0.8%. The tech giant's shares have been volatile in recent years, with the firm reducing its stake in the company after the iPhone 13 failed to meet expectations. The decline in holdings highlights the importance of market research and staying abreast of new product releases to make informed investment decisions.

Growth over Value

Newman Dignan & Sheerar Inc. shifted its focus from value stocks to growth stocks in Q4 2022, with the firm increasing its holdings in the Applied Finance Valuation Lg Cap ETF by a staggering 39.3%. The shift from value to growth stocks highlights the firm's inclination towards companies that offer high growth potential.

Emerging markets - A new focus area

Newman Dignan & Sheerar Inc. recently increased its holdings in the iShares Core MSCI Emerging Markets ETF (IEMG) by 70,272 shares, signaling a new focus area for the firm. The iShares Core MSCI Emerging Markets ETF is designed to track the performance of emerging market equities, providing investors with exposure to some of the fastest-growing economies globally.

Gold gains ground

Newman Dignan & Sheerar Inc. increased its shares in SPDR Gold Shares (GLD), with holdings going up from 16,576 to 16,576 shares in Q4 2022. The uptick in GLD holdings highlights the firm's belief in gold as a relatively safe investment, providing a hedge against inflation and uncertainty.

In conclusion, Newman Dignan & Sheerar Inc.’s Q3 2022 vs. Q4 2022 13F Holdings report provides an insight into the investment strategies of one of the most successful firms in the market, highlighting the opportunities, risks, and trends that are present in the current investment landscape. While investors should not blindly follow the firm's investment decisions, the report provides valuable insights that can help investors make informed decisions.