Neumann Capital Management, LLC Purchases in Q4 2024

Neumann Capital Management, LLC

  • $301 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
23.2K
+ 22.02%
$74.5 - $78.37 $1.73M - $1.82M
129K $9.61M
GOOGL
Alphabet Inc.

Communication Services
370
+ 0.78%
$161.86 - $196.66 $59.9K - $72.8K
47.5K $9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11K
+ 108.91%
$44.04 - $49.49 $484K - $544K
21.1K $929K
GM
General Motors CO

Consumer Cyclical
250
+ 0.49%
$44.82 - $60.2 $11.2K - $15.1K
51.6K $2.75M
AMZN
Amazon Com Inc

Consumer Cyclical
200
+ 2.21%
$180.88 - $232.93 $36.2K - $46.6K
9.24K $2.03M
MS
Morgan Stanley

Financial Services
1.8K
New
$104.42 - $134.99 $188K - $243K
1.8K $226K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
14
+ 0.05%
$129.96 - $144.97 $1.82K - $2.03K
30K $4.18M
BNDX
Vanguard Total International B

ETFs
6.66K
+ 7.96%
$48.91 - $50.61 $325K - $337K
90.2K $4.43M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
373
+ 65.78%
$521.84 - $558.82 $195K - $208K
940 $506K
CRM
Salesforce, Inc.

Technology
600
New
$270.87 - $367.87 $163K - $221K
600 $200K
SCHW
Schwab Charles Corp

Financial Services
15
+ 0.1%
$63.31 - $82.85 $950 - $1.24K
15.1K $1.11M
IVE
Ishares S&P 500 Value ETF

ETFs
1.01K
+ 9.71%
$189.5 - $206.17 $191K - $208K
11.4K $2.18M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
3.61K
+ 16.62%
$36.54 - $37.53 $132K - $136K
25.4K $933K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
3.63K
+ 14.31%
$46.33 - $48.6 $168K - $176K
29K $1.35M
IJS
Ishares S&P Smallcap 600 Value

ETFs
420
+ 1.68%
$104.59 - $118.05 $43.9K - $49.6K
25.5K $2.77M
VTI
Vanguard Total Stock Market Et

ETFs
10
+ 0.13%
$280.04 - $302.45 $2.8K - $3.02K
7.81K $2.26M
MRK
Merck & Co., Inc.

Healthcare
1K
+ 20.47%
$96.31 - $114.76 $96.3K - $115K
5.89K $585K
VT
Vanguard Total World Stk Index

ETFs
703
+ 2.69%
$117.09 - $123.07 $82.3K - $86.5K
26.8K $3.15M
ACN
Accenture PLC

Technology
100
+ 1.42%
$343.9 - $376.86 $34.4K - $37.7K
7.12K $2.51M
FISV
Fiserv Inc

Technology
150
+ 3.16%
N/A
4.89K $612K
IEMG
Ishares Inc

ETFs
277
+ 0.13%
N/A
221K $11.9M
NEE
Nextera Energy Inc

Utilities
1.1K
+ 21.85%
$69.77 - $85.43 $76.7K - $94K
6.13K $439K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.89K
+ 1.61%
$113.92 - $127.38 $215K - $240K
119K $13.7M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
880
+ 3.28%
$134.53 - $150.65 $118K - $133K
27.7K $3.75M
LQD
Ishares Iboxx $ Investment Gra

ETFs
621
+ 6.34%
$106.56 - $113.11 $66.2K - $70.2K
10.4K $1.11M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2
+ 0.0%
$61.68 - $67.87 $123 - $136
208K $13M
CVX
Chevron Corp

Energy
100
+ 0.86%
$141.15 - $162.53 $14.1K - $16.3K
11.7K $1.69M
JNJ
Johnson & Johnson

Healthcare
1.48K
+ 11.07%
$143.34 - $165.86 $211K - $245K
14.8K $2.14M
TSCO
Tractor Supply CO

Consumer Cyclical
3.2K
+ 400.0%
$52.59 - $303.74 $168K - $972K
4K $212K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
250
+ 0.47%
$49.79 - $51.14 $12.4K - $12.8K
53.8K $2.7M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
500
+ 2.72%
$101.82 - $114.06 $50.9K - $57K
18.9K $1.95M
ROP
Roper Technologies Inc

Industrials
100
+ 2.48%
$519.85 - $575.95 $52K - $57.6K
4.13K $2.15M
STZ
Constellation Brands, Inc.

Consumer Defensive
100
+ 2.16%
$219.66 - $257.62 $22K - $25.8K
4.74K $1.05M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
3.46K
+ 5.13%
$62.71 - $68.47 $217K - $237K
70.8K $4.45M
TGT
Target Corp

Consumer Defensive
400
+ 2.96%
$121.59 - $160.69 $48.6K - $64.3K
13.9K $1.88M
EFA
Ishares Tr Msci Eafe ETF

ETFs
193
+ 0.56%
$75.1 - $82.99 $14.5K - $16K
34.9K $2.64M
DGS
Wisdomtree Emerging Markets Sm

ETFs
987
+ 0.6%
$48.87 - $53.53 $48.2K - $52.8K
166K $8.14M
IEFA
Ishares Tr

ETFs
15K
+ 5.38%
$70.06 - $77.43 $1.05M - $1.16M
293K $20.6M
Activity Summary
Buys All Purchases 39 New Holdings 2 Increased Positions 37 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Neumann Capital Management, LLC Portfolio

Follow Neumann Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Neumann Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Neumann Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email