Neumann Capital Management, LLC Reduced Holdings in Q1 2025

Neumann Capital Management, LLC

  • $289 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-7.45K
- 4.07%
$106.98 - $149.43 $797K - $1.11M
176K $19M
ORCL
Oracle Corp

Technology
-1.37K
- 1.78%
$139.81 - $186.47 $192K - $255K
75.6K $10.6M
GOOGL
Alphabet Inc.

Communication Services
-850
- 1.79%
$154.33 - $206.19 $131K - $175K
46.7K $7.22M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-638
- 0.54%
$102.49 - $119.96 $65.4K - $76.5K
118K $12.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
-161
- 0.58%
$551.42 - $612.93 $88.8K - $98.7K
27.4K $15.3M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-5.27K
- 13.17%
$128.74 - $138.67 $678K - $731K
34.7K $4.66M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.61K
- 5.36%
$126.86 - $146.45 $204K - $236K
28.4K $3.61M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-7.88K
- 12.19%
$76.94 - $78.28 $606K - $617K
56.8K $4.44M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-11K
- 52.13%
$42.5 - $46.71 $468K - $514K
10.1K $457K
BAC
Bank Of America Corp

Financial Services
-1K
- 0.94%
$39.61 - $47.74 $39.6K - $47.7K
106K $4.41M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-150
- 16.67%
$522.96 - $601.18 $78.4K - $90.2K
750 $400K
HYG
Ishares Tr

ETFs
-1.45K
- 5.15%
$78.51 - $80.11 $114K - $116K
26.8K $2.11M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.33K
- 2.04%
$85.55 - $94.34 $114K - $126K
64.2K $5.76M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-24
- 0.6%
$302.31 - $337.54 $7.26K - $8.1K
3.99K $1.22M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-236
- 0.14%
$47.4 - $50.24 $11.2K - $11.9K
166K $8.08M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-30
- 4.46%
$408.78 - $448.82 $12.3K - $13.5K
642 $269K
JPM
Jpmorgan Chase & CO

Financial Services
-340
- 2.72%
$225.19 - $279.95 $76.6K - $95.2K
12.2K $2.99M
BMY
Bristol Myers Squibb CO

Healthcare
-1.5K
- 7.59%
$53.9 - $63.11 $80.9K - $94.7K
18.3K $1.11M
VCIT
Vanguard Intermediate Term Cor

ETFs
-135
- 1.14%
$79.17 - $82.04 $10.7K - $11.1K
11.7K $955K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.2K
- 3.13%
$32.74 - $36.2 $39.3K - $43.4K
37.1K $1.3M
UNM
Unum Group

Financial Services
-100
- 0.63%
$71.8 - $83.34 $7.18K - $8.33K
15.9K $1.3M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-50
- 0.19%
$75.32 - $84.77 $3.77K - $4.24K
26.5K $2.17M
MCK
Mckesson Corp

Healthcare
-120
- 4.92%
$566.21 - $672.99 $67.9K - $80.8K
2.32K $1.56M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-142
- 0.41%
$74.85 - $84.89 $10.6K - $12.1K
34.8K $2.84M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-305
- 0.43%
$61.2 - $68.24 $18.7K - $20.8K
70.5K $4.71M
ROP
Roper Technologies Inc

Industrials
-50
- 1.21%
$502.71 - $593.81 $25.1K - $29.7K
4.08K $2.41M
GILD
Gilead Sciences, Inc.

Healthcare
-300
- 0.75%
$89.14 - $117.41 $26.7K - $35.2K
39.5K $4.42M
Activity Summary
Buys All Purchases 29 New Holdings 1 Increased Positions 28 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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