Neumann Capital Management
Latest statistics and disclosures from Neumann Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IEFA, NVDA, AAPL, SPY, IEMG, and represent 30.09% of Neumann Capital Management's stock portfolio.
- Added to shares of these 10 stocks: BIV, IEMG, VOO, AMZN, NOC, AAPL, IEFA, IJH, IJK, BNDX.
- Started 1 new stock position in NOC.
- Reduced shares in these 10 stocks: NVDA, SDY, BSV, VWO, , HD, IUSG, , ORCL, GOOGL.
- Sold out of its positions in HD, CRM, VGT.
- Neumann Capital Management was a net seller of stock by $-357k.
- Neumann Capital Management has $289M in assets under management (AUM), dropping by -3.90%.
- Central Index Key (CIK): 0001631930
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Portfolio Holdings for Neumann Capital Management
Neumann Capital Management holds 99 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Ishares Tr Core Msci Eafe (IEFA) | 7.7 | $22M | 296k | 75.65 |
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NVIDIA Corporation (NVDA) | 6.6 | $19M | -4% | 176k | 108.38 |
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Apple (AAPL) | 6.0 | $17M | 78k | 222.13 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.3 | $15M | 27k | 559.38 |
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Ishares Core Msci Emkt (IEMG) | 4.5 | $13M | +8% | 240k | 53.97 |
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Ishares Tr Core S&p Scp Etf (IJR) | 4.3 | $12M | 118k | 104.57 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 4.2 | $12M | 211k | 58.35 |
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Vanguard Bd Index Fds Intermed Term (BIV) | 3.8 | $11M | +10% | 142k | 76.57 |
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Oracle Corporation (ORCL) | 3.7 | $11M | 76k | 139.81 |
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Wisdomtree Tr Emg Mkts Smcap (DGS) | 2.8 | $8.0M | 166k | 48.31 |
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Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $7.2M | 47k | 154.64 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 2.0 | $5.8M | -2% | 64k | 90.54 |
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Spdr Ser Tr S&p Divid Etf (SDY) | 1.6 | $4.7M | -13% | 35k | 135.68 |
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Wisdomtree Tr Intl Smcap Div (DLS) | 1.6 | $4.7M | 71k | 66.00 |
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.6 | $4.5M | +2% | 92k | 48.82 |
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Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.5 | $4.4M | -12% | 57k | 78.28 |
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Gilead Sciences (GILD) | 1.5 | $4.4M | 40k | 112.05 |
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Bank of America Corporation (BAC) | 1.5 | $4.4M | 106k | 41.73 |
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Ishares Tr Esg Msci Kld 400 (DSI) | 1.3 | $3.7M | 36k | 102.41 |
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Ishares Tr Core S&p Us Gwt (IUSG) | 1.2 | $3.6M | -5% | 28k | 127.08 |
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Ishares Tr S&p Mc 400gr Etf (IJK) | 1.2 | $3.5M | +3% | 42k | 83.28 |
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Ishares Tr S&P SML 600 GWT (IJT) | 1.2 | $3.4M | 28k | 124.50 |
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Ishares Tr S&p Mc 400vl Etf (IJJ) | 1.1 | $3.2M | 27k | 119.73 |
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.1 | $3.1M | 27k | 115.95 |
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JPMorgan Chase & Co. (JPM) | 1.0 | $3.0M | -2% | 12k | 245.30 |
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Ishares Tr Msci Eafe Etf (EFA) | 1.0 | $2.8M | 35k | 81.73 |
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Public Service Enterprise (PEG) | 0.9 | $2.7M | 33k | 82.30 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.9 | $2.7M | 54k | 49.62 |
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CVS Caremark Corporation (CVS) | 0.9 | $2.5M | 37k | 67.75 |
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Ishares Tr Sp Smcp600vl Etf (IJS) | 0.9 | $2.5M | 26k | 97.48 |
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Johnson & Johnson (JNJ) | 0.8 | $2.5M | 15k | 165.84 |
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General Motors Company (GM) | 0.8 | $2.4M | 52k | 47.03 |
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Roper Industries (ROP) | 0.8 | $2.4M | 4.1k | 589.58 |
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Microsoft Corporation (MSFT) | 0.8 | $2.4M | 6.4k | 375.41 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.8 | $2.2M | 7.1k | 312.04 |
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Ishares Tr S&p 500 Val Etf (IVE) | 0.8 | $2.2M | 12k | 190.58 |
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Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.7 | $2.2M | 27k | 81.69 |
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Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.7 | $2.1M | -5% | 27k | 78.89 |
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Amazon (AMZN) | 0.7 | $2.1M | +19% | 11k | 190.26 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $2.1M | -4% | 7.5k | 274.84 |
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Chevron Corporation (CVX) | 0.7 | $2.0M | 12k | 167.29 |
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C H Robinson Worldwide Com New (CHRW) | 0.7 | $1.9M | 19k | 102.40 |
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Verizon Communications (VZ) | 0.7 | $1.9M | 42k | 45.36 |
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Allstate Corporation (ALL) | 0.6 | $1.8M | 8.8k | 207.07 |
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Ishares Tr Eafe Value Etf (EFV) | 0.6 | $1.8M | 30k | 58.94 |
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McKesson Corporation (MCK) | 0.5 | $1.6M | -4% | 2.3k | 672.99 |
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Target Corporation (TGT) | 0.5 | $1.5M | +3% | 14k | 104.36 |
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Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.5 | $1.4M | 29k | 47.48 |
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Cisco Systems (CSCO) | 0.5 | $1.3M | 21k | 61.71 |
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Ishares Esg Awr Msci Em (ESGE) | 0.4 | $1.3M | -3% | 37k | 34.95 |
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Unum (UNM) | 0.4 | $1.3M | 16k | 81.46 |
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Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $1.2M | 4.0k | 306.74 |
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Charles Schwab Corporation (SCHW) | 0.4 | $1.2M | 15k | 78.28 |
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Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $1.1M | 11k | 108.69 |
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Bristol Myers Squibb (BMY) | 0.4 | $1.1M | -7% | 18k | 60.99 |
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Fiserv (FI) | 0.4 | $1.1M | 4.9k | 220.83 |
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Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.4 | $1.1M | 15k | 71.43 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $1.0M | 5.2k | 199.49 |
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Ishares Tr Broad Usd High (USHY) | 0.4 | $1.0M | +10% | 28k | 36.81 |
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Valero Energy Corporation (VLO) | 0.4 | $1.0M | 7.8k | 132.06 |
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Netflix (NFLX) | 0.3 | $1.0M | 1.1k | 932.53 |
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Wells Fargo & Company (WFC) | 0.3 | $978k | 14k | 71.79 |
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Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $957k | 12k | 81.76 |
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Constellation Brands Cl A (STZ) | 0.3 | $943k | +8% | 5.1k | 183.52 |
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3M Company (MMM) | 0.3 | $883k | 6.0k | 146.86 |
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.3 | $873k | +4% | 23k | 38.34 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $837k | +73% | 1.6k | 513.91 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $831k | +11% | 9.0k | 92.83 |
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Meta Platforms Cl A (META) | 0.3 | $816k | 1.4k | 576.36 |
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First Tr Morningstar Divid L SHS (FDL) | 0.3 | $758k | 18k | 43.44 |
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Vaneck Etf Trust Green Bond Etf (GRNB) | 0.2 | $701k | +2% | 29k | 24.06 |
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Tesla Motors (TSLA) | 0.2 | $648k | 2.5k | 259.16 |
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Ishares Tr Esg Awre Usd Etf (SUSC) | 0.2 | $629k | 27k | 23.06 |
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Pfizer (PFE) | 0.2 | $572k | 23k | 25.34 |
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Walt Disney Company (DIS) | 0.2 | $549k | +3% | 5.6k | 98.70 |
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Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.2 | $532k | +6% | 16k | 34.21 |
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Merck & Co (MRK) | 0.2 | $528k | 5.9k | 89.76 |
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Ishares Tr Select Divid Etf (DVY) | 0.2 | $513k | 3.8k | 134.29 |
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Ishares Msci Emerg Mrkt (EEMV) | 0.2 | $481k | +9% | 8.2k | 58.34 |
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Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.2 | $480k | +5% | 11k | 42.92 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $457k | -52% | 10k | 45.26 |
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Ishares Tr Calif Mun Bd Etf (CMF) | 0.2 | $450k | 8.0k | 56.28 |
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Nextera Energy (NEE) | 0.2 | $435k | 6.1k | 70.89 |
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ConocoPhillips (COP) | 0.1 | $429k | 4.1k | 105.02 |
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Visa Com Cl A (V) | 0.1 | $410k | +9% | 1.2k | 350.46 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $400k | -16% | 750.00 | 533.48 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $385k | 685.00 | 561.90 |
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Sempra Energy (SRE) | 0.1 | $382k | 5.3k | 71.36 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $369k | 1.0k | 361.09 |
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Cummins (CMI) | 0.1 | $329k | 1.1k | 313.44 |
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Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $328k | 4.7k | 70.42 |
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Northrop Grumman Corporation (NOC) | 0.1 | $308k | NEW | 602.00 | 512.01 |
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Ishares Tr Ishares Biotech (IBB) | 0.1 | $286k | 2.2k | 127.90 |
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $270k | -4% | 642.00 | 419.88 |
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Goldman Sachs (GS) | 0.1 | $257k | 470.00 | 546.29 |
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Union Pacific Corporation (UNP) | 0.1 | $253k | 1.1k | 236.24 |
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Tractor Supply Company (TSCO) | 0.1 | $220k | 4.0k | 55.10 |
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Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $213k | 2.1k | 100.00 |
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Morgan Stanley Com New (MS) | 0.1 | $210k | 1.8k | 116.67 |
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Past Filings by Neumann Capital Management
SEC 13F filings are viewable for Neumann Capital Management going back to 2014
- Neumann Capital Management 2025 Q1 filed April 16, 2025
- Neumann Capital Management 2024 Q4 filed Jan. 21, 2025
- Neumann Capital Management 2024 Q3 filed Nov. 6, 2024
- Neumann Capital Management 2024 Q2 filed Aug. 9, 2024
- Neumann Capital Management 2024 Q1 filed May 8, 2024
- Neumann Capital Management 2023 Q4 filed Feb. 7, 2024
- Neumann Capital Management 2023 Q3 filed Nov. 3, 2023
- Neumann Capital Management 2023 Q2 filed Aug. 10, 2023
- Neumann Capital Management 2023 Q1 filed May 2, 2023
- Neumann Capital Management 2022 Q4 filed Feb. 6, 2023
- Neumann Capital Management 2022 Q3 filed Nov. 14, 2022
- Neumann Capital Management 2022 Q2 filed July 20, 2022
- Neumann Capital Management 2022 Q1 filed May 9, 2022
- Neumann Capital Management 2021 Q4 filed Feb. 3, 2022
- Neumann Capital Management 2021 Q3 filed Nov. 1, 2021
- Neumann Capital Management 2021 Q2 filed July 21, 2021