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
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

View all past filings