Neumann Capital Management, LLC Purchases in Q2 2025

Neumann Capital Management, LLC

  • $316 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
23.5K
+ 80.29%
$46.41 - $47.7 $1.09M - $1.12M
52.7K $2.51M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
10.5K
+ 7.41%
$75.05 - $77.34 $789K - $813K
152K $11.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
258
+ 0.22%
$90.56 - $109.49 $23.4K - $28.2K
119K $13M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
9K
New
$50.08 - $63.14 $451K - $568K
9K $568K
DSI
Ishares Msci Kld 400 Social Et

ETFs
50
+ 0.14%
$91.62 - $116.16 $4.58K - $5.81K
36.1K $4.2M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.67K
+ 3.96%
$73.7 - $90.98 $123K - $152K
43.8K $3.99M
VT
Vanguard Total World Stk Index

ETFs
847
+ 3.13%
$103.16 - $128.52 $87.4K - $109K
27.9K $3.59M
FDL
First Tr Morningstar Dividend

ETFs
10.3K
+ 59.03%
$38.19 - $43.19 $393K - $445K
27.8K $1.16M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
860
+ 3.1%
$108.87 - $133.04 $93.6K - $114K
28.6K $3.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
262
+ 16.08%
$456.74 - $568.03 $120K - $149K
1.89K $1.07M
IWS
Ishares Russell Midcap Value E

ETFs
1.52K
New
$110.58 - $132.14 $169K - $201K
1.52K $201K
PANW
Palo Alto Networks Inc

Technology
986
New
$152.44 - $204.64 $150K - $202K
986 $201K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
380
+ 1.42%
$103.88 - $123.68 $39.5K - $47K
27.1K $3.35M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.05K
+ 4.12%
$83.54 - $100.04 $87.7K - $105K
26.5K $2.64M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
3.31K
+ 11.78%
$35.3 - $37.51 $117K - $124K
31.4K $1.18M
PFE
Pfizer Inc

Healthcare
6K
+ 26.56%
$21.59 - $24.84 $130K - $149K
28.6K $692K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
4.5K
+ 15.44%
$23.61 - $24.24 $106K - $109K
33.7K $815K
BNDX
Vanguard Total International B

ETFs
1.06K
+ 1.15%
$48.77 - $49.55 $51.7K - $52.6K
93.5K $4.63M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.14K
+ 9.72%
$79.56 - $82.92 $90.5K - $94.4K
12.8K $1.06M
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.43%
$462.22 - $707.75 $924 - $1.42K
472 $334K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
500
+ 0.88%
$77.74 - $78.78 $38.9K - $39.4K
57.3K $4.51M
NUSC
Nuveen Esg Small Cap ETF

ETFs
200
+ 0.88%
$33.38 - $40.81 $6.68K - $8.16K
23K $935K
UNP
Union Pacific Corp

Industrials
100
+ 9.34%
$208.27 - $238.46 $20.8K - $23.8K
1.17K $269K
V
Visa Inc.

Financial Services
2
+ 0.17%
$308.27 - $373.31 $617 - $747
1.17K $416K
ALL
Allstate Corp

Financial Services
150
+ 1.7%
$180.53 - $212.64 $27.1K - $31.9K
8.96K $1.8M
VZ
Verizon Communications Inc

Communication Services
550
+ 1.32%
$41.67 - $45.62 $22.9K - $25.1K
42.4K $1.83M
ACN
Accenture PLC

Technology
50
+ 0.7%
$279.23 - $323.21 $14K - $16.2K
7.17K $2.14M
JNJ
Johnson & Johnson

Healthcare
100
+ 0.68%
$146.36 - $159.82 $14.6K - $16K
14.9K $2.28M
Activity Summary
Buys All Purchases 29 New Holdings 4 Increased Positions 25 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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