Neumann Capital Management, LLC Purchases in Q3 2025

Neumann Capital Management, LLC

  • $339 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
150
+ 0.19%
$202.38 - $256.87 $30.4K - $38.5K
77.8K $19.8M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
9.73K
+ 6.38%
$76.16 - $78.59 $741K - $765K
162K $12.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
578
+ 30.57%
$567.77 - $614.76 $328K - $355K
2.47K $1.51M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
70
+ 0.25%
$148.97 - $165.88 $10.4K - $11.6K
28K $4.6M
IJS
Ishares S&P Smallcap 600 Value

ETFs
930
+ 3.51%
$98.99 - $112.2 $92.1K - $104K
27.5K $3.04M
DSI
Ishares Msci Kld 400 Social Et

ETFs
320
+ 0.89%
$115.96 - $125.95 $37.1K - $40.3K
36.5K $4.59M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.46K
+ 3.32%
$91.28 - $97.59 $133K - $142K
45.3K $4.34M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
750
+ 2.63%
$131.47 - $143.64 $98.6K - $108K
29.3K $4.15M
CMF
Ishares California Muni Bond E

ETFs
6K
New
$55.16 - $57.13 $331K - $343K
6K $342K
VT
Vanguard Total World Stk Index

ETFs
376
+ 1.35%
$128.41 - $138.03 $48.3K - $51.9K
28.3K $3.9M
CDNS
Cadence Design Systems Inc

Technology
600
New
$309.46 - $373.37 $186K - $224K
600 $210K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.01K
New
$192.76 - $203.86 $194K - $205K
1.01K $204K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
695
+ 2.71%
$87.05 - $93.19 $60.5K - $64.8K
26.4K $2.45M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
2.73K
+ 5.17%
$46.86 - $48.27 $128K - $132K
55.5K $2.66M
MRK
Merck & Co., Inc.

Healthcare
900
+ 15.29%
$77.6 - $87.37 $69.8K - $78.6K
6.79K $569K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.1K
+ 1.92%
$78.11 - $79.07 $85.9K - $87K
58.4K $4.6M
NUSC
Nuveen Esg Small Cap ETF

ETFs
310
+ 1.35%
$40.43 - $44.52 $12.5K - $13.8K
23.3K $1.03M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
370
+ 2.38%
$35.99 - $38.74 $13.3K - $14.3K
15.9K $616K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
662
+ 2.11%
$37.14 - $37.85 $24.6K - $25.1K
32.1K $1.21M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
200
+ 1.79%
$46.67 - $49.54 $9.33K - $9.91K
11.4K $553K
ROP
Roper Technologies Inc

Industrials
90
+ 2.21%
$495.03 - $573.0 $44.6K - $51.6K
4.17K $2.08M
ACN
Accenture PLC

Technology
200
+ 2.79%
$232.56 - $304.78 $46.5K - $61K
7.37K $1.82M
Activity Summary
Buys All Purchases 23 New Holdings 4 Increased Positions 19 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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