Neumann Capital Management, LLC Purchases in Q1 2025

Neumann Capital Management, LLC

  • $289 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
2.75K
+ 0.94%
$69.57 - $78.65 $191K - $216K
296K $22.4M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
13.3K
+ 10.35%
$73.78 - $76.59 $983K - $1.02M
142K $10.8M
IEMG
Ishares Inc

ETFs
18.1K
+ 8.19%
N/A
240K $12.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
689
+ 73.3%
$507.05 - $563.67 $349K - $388K
1.63K $837K
NOC
Northrop Grumman Corp

Industrials
602
New
$433.45 - $513.82 $261K - $309K
602 $308K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.75K
+ 10.84%
$36.63 - $37.45 $101K - $103K
28.1K $1.03M
BNDX
Vanguard Total International B

ETFs
2.16K
+ 2.39%
$48.33 - $49.5 $104K - $107K
92.4K $4.51M
SCHW
Schwab Charles Corp

Financial Services
125
+ 0.83%
$71.24 - $83.64 $8.91K - $10.5K
15.2K $1.19M
AMZN
Amazon Com Inc

Consumer Cyclical
1.8K
+ 19.48%
$190.26 - $242.06 $342K - $436K
11K $2.1M
V
Visa Inc.

Financial Services
100
+ 9.35%
$306.92 - $362.71 $30.7K - $36.3K
1.17K $410K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
240
+ 0.83%
$45.92 - $47.58 $11K - $11.4K
29.2K $1.39M
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
700
+ 2.46%
$23.56 - $24.16 $16.5K - $16.9K
29.2K $699K
LQD
Ishares Iboxx $ Investment Gra

ETFs
51
+ 0.49%
$105.1 - $109.61 $5.36K - $5.59K
10.5K $1.14M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
950
+ 6.5%
$33.28 - $36.41 $31.6K - $34.6K
15.6K $528K
IVW
Ishares S&P 500 Growth ETF

ETFs
950
+ 11.88%
$92.45 - $106.69 $87.8K - $101K
8.95K $830K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
400
+ 1.49%
$22.42 - $23.22 $8.97K - $9.29K
27.3K $627K
IVE
Ishares S&P 500 Value ETF

ETFs
100
+ 0.88%
$185.78 - $198.58 $18.6K - $19.9K
11.5K $2.19M
VT
Vanguard Total World Stk Index

ETFs
256
+ 0.95%
$115.08 - $123.97 $29.5K - $31.7K
27.1K $3.14M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
600
+ 5.67%
$41.78 - $50.35 $25.1K - $30.2K
11.2K $479K
NUSC
Nuveen Esg Small Cap ETF

ETFs
975
+ 4.48%
$37.9 - $43.9 $37K - $42.8K
22.8K $875K
DIS
Walt Disney CO

Communication Services
200
+ 3.73%
$96.87 - $114.0 $19.4K - $22.8K
5.56K $549K
STZ
Constellation Brands, Inc.

Consumer Defensive
400
+ 8.44%
$161.05 - $222.93 $64.4K - $89.2K
5.14K $942K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
300
+ 1.14%
$117.4 - $131.02 $35.2K - $39.3K
26.7K $3.19M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.33K
+ 3.26%
$81.62 - $96.63 $109K - $129K
42.2K $3.51M
DSI
Ishares Msci Kld 400 Social Et

ETFs
200
+ 0.56%
$101.98 - $115.66 $20.4K - $23.1K
36.1K $3.68M
TGT
Target Corp

Consumer Defensive
500
+ 3.59%
$103.65 - $142.5 $51.8K - $71.3K
14.4K $1.51M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.17K
+ 1.04%
$57.21 - $65.8 $124K - $143K
211K $12.3M
AAPL
Apple Inc.

Technology
1.19K
+ 1.54%
$209.68 - $247.1 $249K - $294K
78.3K $17.4M
Activity Summary
Buys All Purchases 29 New Holdings 1 Increased Positions 28 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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