Neumann Capital Management, LLC Portfolio Holdings
Neumann Capital Management, LLC
- $301 Million
- Q4 2024
Neumann Capital Management, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $301 Million distributed in 101 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $24.6M, Ishares Tr with a value of $20.6M, Apple Inc. with a value of $19.3M, Spdr S&P 500 ETF Trust with a value of $16.1M, and Ishares Core S&P Sm Cap ETF with a value of $13.7M.
Examining the 13F form we can see an increase of $1.43M in the current position value, from $299M to 301M.
Below you can find more details about Neumann Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$301 Million
ETFs: $178 Million
Technology: $64 Million
Financial Services: $13.5 Million
Communication Services: $13.1 Million
Healthcare: $11.2 Million
Consumer Cyclical: $6.2 Million
Industrials: $5.48 Million
Utilities: $3.71 Million
Other: $5.98 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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