Neumann Capital Management, LLC Reduced Holdings in Q3 2024

Neumann Capital Management, LLC

  • $299 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-24.2K
- 11.42%
$98.91 - $134.91 $2.39M - $3.26M
188K $22.8M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-27.4K
- 37.63%
$125.95 - $142.04 $3.45M - $3.89M
45.4K $6.45M
GOOGL
Alphabet Inc.

Communication Services
-560
- 1.17%
$148.65 - $191.18 $83.2K - $107K
47.2K $7.82M
CMF
Ishares California Muni Bond E

ETFs
-8.8K
- 52.38%
$56.65 - $58.17 $499K - $512K
8K $464K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.6K
- 15.04%
$161.02 - $200.0 $258K - $320K
9.04K $1.68M
MRK
Merck & Co., Inc.

Healthcare
-1.8K
- 26.93%
$111.15 - $128.97 $200K - $232K
4.89K $554K
EEMV
Ishares Msci Emerging Markets

ETFs
-5.1K
- 40.36%
$56.77 - $63.31 $290K - $323K
7.54K $472K
BAC
Bank Of America Corp

Financial Services
-4.5K
- 4.05%
$36.65 - $44.13 $165K - $199K
107K $4.23M
CVX
Chevron Corp

Energy
-120
- 1.02%
$137.88 - $161.97 $16.5K - $19.4K
11.6K $1.71M
TGT
Target Corp

Consumer Defensive
-1.5K
- 9.98%
$133.47 - $159.25 $200K - $239K
13.5K $2.11M
PFE
Pfizer Inc

Healthcare
-4.3K
- 22.28%
$27.7 - $31.39 $119K - $135K
15K $434K
JPM
Jpmorgan Chase & CO

Financial Services
-1K
- 7.31%
$194.9 - $224.8 $195K - $225K
12.7K $2.67M
MMM
3 M CO

Industrials
-2.8K
- 31.78%
$99.69 - $139.42 $279K - $390K
6.01K $821K
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.43K
- 10.78%
$79.29 - $84.02 $114K - $120K
11.9K $993K
IEMG
Ishares Inc

ETFs
-1.74K
- 0.78%
$53.64 - $53.64 $93.1K - $93.1K
221K $11.9M
ROP
Roper Technologies Inc

Industrials
-20
- 0.49%
$515.25 - $576.55 $10.3K - $11.5K
4.03K $2.24M
CVS
Cvs Health Corp

Healthcare
-2.99K
- 6.8%
$55.81 - $63.18 $167K - $189K
40.9K $2.57M
HYG
Ishares Tr

ETFs
-1.32K
- 4.45%
$76.72 - $80.36 $102K - $106K
28.4K $2.28M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-50
- 8.1%
$475.2 - $527.7 $23.8K - $26.4K
567 $299K
TSLA
Tesla, Inc.

Consumer Cyclical
-1.25K
- 25.0%
$191.76 - $263.26 $240K - $329K
3.75K $981K
NFLX
Netflix Inc

Communication Services
-35
- 3.14%
$598.55 - $722.26 $20.9K - $25.3K
1.08K $764K
UNM
Unum Group

Financial Services
-2K
- 10.7%
$49.81 - $59.44 $99.6K - $119K
16.7K $991K
VZ
Verizon Communications Inc

Communication Services
-2.6K
- 5.76%
$38.89 - $45.0 $101K - $117K
42.5K $1.91M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-22
- 0.54%
$283.28 - $314.39 $6.23K - $6.92K
4.05K $1.27M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-11.9K
- 5.42%
$57.32 - $62.65 $685K - $749K
208K $13M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-969
- 2.72%
$75.32 - $84.37 $73K - $81.8K
34.7K $2.9M
VTI
Vanguard Total Stock Market Et

ETFs
-40
- 0.51%
$255.18 - $283.2 $10.2K - $11.3K
7.8K $2.21M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-4.69K
- 2.76%
$48.46 - $54.37 $227K - $255K
165K $8.88M
ALL
Allstate Corp

Financial Services
-600
- 6.28%
$158.43 - $192.86 $95.1K - $116K
8.96K $1.7M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-3.1K
- 4.4%
$61.97 - $69.37 $192K - $215K
67.3K $4.65M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-400
- 1.57%
$95.81 - $109.03 $38.3K - $43.6K
25.1K $2.7M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-350
- 1.31%
$111.9 - $124.28 $39.2K - $43.5K
26.4K $3.27M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-90
- 0.33%
$127.29 - $141.5 $11.5K - $12.7K
26.8K $3.74M
VNQ
Vanguard Specialized Funds Van

ETFs
-5.48K
- 7.5%
$82.97 - $98.97 $455K - $542K
67.6K $6.59M
GILD
Gilead Sciences, Inc.

Healthcare
-1.5K
- 3.63%
$66.59 - $83.99 $99.9K - $126K
39.8K $3.34M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.38K
- 2.8%
$105.53 - $118.34 $356K - $400K
117K $13.7M
AAPL
Apple Inc.

Technology
-2.5K
- 3.04%
$207.23 - $234.82 $517K - $586K
79.6K $18.5M
IEFA
Ishares Tr

ETFs
-535
- 0.19%
$70.09 - $78.74 $37.5K - $42.1K
278K $21.7M
ORCL
Oracle Corp

Technology
-189
- 0.24%
$125.9 - $170.35 $23.8K - $32.2K
78.3K $13.3M
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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