Neumann Capital Management, LLC Portfolio Holdings
Neumann Capital Management, LLC
- $299 Million
- Q3 2024
Neumann Capital Management, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $299 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 $22.8M, Ishares Tr with a value of $21.7M, Apple Inc. with a value of $18.5M, Spdr S&P 500 ETF Trust with a value of $15.9M, and Ishares Core S&P Sm Cap ETF with a value of $13.7M.
Examining the 13F form we can see an increase of $8.58M in the current position value, from $291M to 299M.
Below you can find more details about Neumann Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$299 Million
ETFs: $181 Million
Technology: $61.6 Million
Financial Services: $11.9 Million
Communication Services: $11.8 Million
Healthcare: $11.3 Million
Industrials: $5.69 Million
Consumer Cyclical: $5.42 Million
Utilities: $3.88 Million
Other: $6.9 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|