Neumann Capital Management, LLC Reduced Holdings in Q4 2024

Neumann Capital Management, LLC

  • $301 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-5.4K
- 11.89%
$131.66 - $144.0 $711K - $778K
40K $5.29M
CVS
Cvs Health Corp

Healthcare
-3.98K
- 9.72%
$43.78 - $67.46 $174K - $268K
37K $1.66M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-10.4K
- 13.86%
$77.02 - $78.58 $801K - $817K
64.6K $4.99M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.09K
- 3.09%
$87.85 - $98.6 $184K - $206K
65.5K $5.84M
ORCL
Oracle Corp

Technology
-1.32K
- 1.68%
$165.41 - $192.43 $218K - $253K
77K $12.8M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-510
- 1.88%
$75.65 - $83.47 $38.6K - $42.6K
26.6K $2.02M
VZ
Verizon Communications Inc

Communication Services
-710
- 1.67%
$39.6 - $45.21 $28.1K - $32.1K
41.8K $1.67M
PEG
Public Service Enterprise Group Inc

Utilities
-494
- 1.47%
$81.87 - $94.51 $40.4K - $46.7K
33.2K $2.8M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.1K
- 2.79%
$33.39 - $37.66 $36.7K - $41.4K
38.3K $1.28M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-600
- 1.45%
$90.66 - $99.46 $54.4K - $59.7K
40.8K $3.71M
HYG
Ishares Tr

ETFs
-188
- 0.66%
$78.09 - $80.04 $14.7K - $15K
28.2K $2.22M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-950
- 2.58%
$107.41 - $115.71 $102K - $110K
35.9K $3.96M
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
-1K
- 3.4%
$23.7 - $24.51 $23.7K - $24.5K
28.5K $674K
DVY
Ishares Tr

ETFs
-219
- 5.42%
$129.55 - $143.41 $28.4K - $31.4K
3.82K $501K
VCIT
Vanguard Intermediate Term Cor

ETFs
-25
- 0.21%
$80.13 - $83.77 $2K - $2.09K
11.8K $950K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-200
- 1.35%
$34.46 - $38.29 $6.89K - $7.66K
14.6K $508K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-200
- 0.91%
$41.74 - $46.2 $8.35K - $9.24K
21.8K $913K
ALL
Allstate Corp

Financial Services
-154
- 1.72%
$181.25 - $208.2 $27.9K - $32.1K
8.81K $1.7M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-250
- 2.31%
$44.28 - $51.47 $11.1K - $12.9K
10.6K $501K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-34
- 0.84%
$311.11 - $335.64 $10.6K - $11.4K
4.01K $1.29M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.25K
- 33.33%
$213.65 - $479.86 $267K - $600K
2.5K $1.01M
BMY
Bristol Myers Squibb CO

Healthcare
-850
- 4.12%
$51.92 - $59.94 $44.1K - $50.9K
19.8K $1.12M
UNM
Unum Group

Financial Services
-685
- 4.11%
$58.88 - $77.07 $40.3K - $52.8K
16K $1.17M
SPY
Spdr S&P 500 ETF Trust

ETFs
-159
- 0.57%
$567.81 - $607.81 $90.3K - $96.6K
27.5K $16.1M
JPM
Jpmorgan Chase & CO

Financial Services
-152
- 1.2%
$205.18 - $250.29 $31.2K - $38K
12.5K $3M
AAPL
Apple Inc.

Technology
-2.48K
- 3.12%
$221.69 - $259.02 $550K - $642K
77.1K $19.3M
NVDA
Nvidia Corp

Technology
-4.51K
- 2.4%
$117.0 - $148.88 $527K - $671K
183K $24.6M
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
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