Neumann Capital Management, LLC Purchases in Q3 2024

Neumann Capital Management, LLC

  • $299 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
10.4K
New
$181.06 - $197.17 $1.88M - $2.05M
10.4K $2.05M
SPY
Spdr S&P 500 ETF Trust

ETFs
669
+ 2.48%
$517.38 - $573.86 $346K - $384K
27.7K $15.9M
FDL
First Tr Morningstar Dividend

ETFs
17.5K
New
$37.66 - $42.06 $657K - $734K
17.5K $732K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.47K
+ 4.43%
$74.26 - $78.84 $332K - $352K
105K $8.26M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4K
+ 5.63%
$76.38 - $78.87 $306K - $315K
75K $5.9M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
4.65K
New
$69.16 - $76.64 $322K - $356K
4.65K $349K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.35K
+ 3.8%
$97.81 - $108.79 $132K - $147K
36.8K $4.01M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.05K
+ 3.64%
$116.79 - $133.54 $123K - $141K
30K $3.96M
BNDX
Vanguard Total International B

ETFs
2.28K
+ 2.8%
$48.42 - $50.35 $110K - $115K
83.6K $4.2M
JNJ
Johnson & Johnson

Healthcare
140
+ 1.06%
$145.48 - $167.38 $20.4K - $23.4K
13.3K $2.16M
HD
Home Depot, Inc.

Consumer Cyclical
534
New
$333.64 - $405.2 $178K - $216K
534 $216K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3K
+ 5.93%
$49.93 - $51.15 $150K - $153K
53.6K $2.74M
IWS
Ishares Russell Midcap Value E

ETFs
1.52K
New
$119.52 - $132.25 $182K - $202K
1.52K $201K
VT
Vanguard Total World Stk Index

ETFs
60
+ 0.23%
$107.72 - $119.96 $6.46K - $7.2K
26.1K $3.13M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
275
+ 1.03%
$75.63 - $84.89 $20.8K - $23.3K
27.1K $2.28M
CSCO
Cisco Systems, Inc.

Technology
200
+ 0.95%
$44.74 - $53.22 $8.95K - $10.6K
21.2K $1.13M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.35K
+ 12.11%
$36.06 - $37.66 $84.7K - $88.5K
21.8K $818K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.14K
+ 4.7%
$46.18 - $48.92 $52.6K - $55.8K
25.4K $1.23M
NEE
Nextera Energy Inc

Utilities
200
+ 4.14%
$69.9 - $84.97 $14K - $17K
5.03K $425K
CMI
Cummins Inc

Industrials
50
+ 5.0%
$266.63 - $326.4 $13.3K - $16.3K
1.05K $339K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
250
+ 2.36%
$39.43 - $44.82 $9.86K - $11.2K
10.8K $485K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
480
+ 1.82%
$22.51 - $23.92 $10.8K - $11.5K
26.9K $639K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
250
+ 0.86%
$23.49 - $24.57 $5.87K - $6.14K
29.5K $722K
CE
Celanese Corp

Basic Materials
150
+ 5.26%
$119.16 - $147.51 $17.9K - $22.1K
3K $407K
STZ
Constellation Brands, Inc.

Consumer Defensive
80
+ 1.76%
$236.42 - $259.82 $18.9K - $20.8K
4.64K $1.19M
GM
General Motors CO

Consumer Cyclical
600
+ 1.18%
$39.95 - $49.9 $24K - $29.9K
51.4K $2.3M
SCHW
Schwab Charles Corp

Financial Services
107
+ 0.72%
$61.74 - $76.08 $6.61K - $8.14K
15.1K $975K
Activity Summary
Buys All Purchases 28 New Holdings 5 Increased Positions 23 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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