Neumann Capital Management, LLC Top Holdings and 13F Report (2025) About Neumann Capital Management, LLCInvestment ActivityNeumann Capital Management, LLC has $289.25 million in total holdings as of March 31, 2025.Neumann Capital Management, LLC owns shares of 99 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 1.55% of the portfolio was purchased this quarter.About 1.67% of the portfolio was sold this quarter.This quarter, Neumann Capital Management, LLC has purchased 101 new stocks and bought additional shares in 28 stocks.Neumann Capital Management, LLC sold shares of 28 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core MSCI EAFE ETF $22,372,641NVIDIA $19,038,576Apple $17,385,133SPDR S&P 500 ETF Trust $15,311,933iShares Core MSCI Emerging Markets ETF $12,932,453 Largest New Holdings this Quarter 666807102 - Northrop Grumman $308,230 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Bond ETF 13,317 shares (about $1.02M)iShares Core MSCI Emerging Markets ETF 18,149 shares (about $979.50K)Vanguard S&P 500 ETF 689 shares (about $354.08K)Amazon.com 1,800 shares (about $342.47K)Northrop Grumman 602 shares (about $308.23K) Largest Sales this Quarter NVIDIA 7,450 shares (about $807.43K)SPDR S&P Dividend ETF 5,270 shares (about $715.03K)Vanguard Short-Term Bond ETF 7,879 shares (about $616.77K)Vanguard FTSE Emerging Markets ETF 11,000 shares (about $497.86K)iShares Core S&P U.S. Growth ETF 1,610 shares (about $204.60K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNeumann Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIEFAiShares Core MSCI EAFE ETF$22,372,641$208,037 ▲0.9%295,7397.7%ETFNVDANVIDIA$19,038,576$807,431 ▼-4.1%175,6656.6%Computer and TechnologyAAPLApple$17,385,133$264,111 ▲1.5%78,2666.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$15,311,933$90,060 ▼-0.6%27,3735.3%FinanceIEMGiShares Core MSCI Emerging Markets ETF$12,932,453$979,502 ▲8.2%239,6234.5%ETFIJRiShares Core S&P Small-Cap ETF$12,379,440$66,716 ▼-0.5%118,3844.3%ETFIJHiShares Core S&P Mid-Cap ETF$12,291,796$126,795 ▲1.0%210,6564.2%ETFBIVVanguard Intermediate-Term Bond ETF$10,869,060$1,019,685 ▲10.4%141,9493.8%ETFORCLOracle$10,572,829$191,539 ▼-1.8%75,6233.7%Computer and TechnologyDGSWisdomTree Emerging Markets SmallCap Dividend Fund$8,023,566$11,401 ▼-0.1%166,0852.8%FinanceGOOGLAlphabet$7,217,049$131,444 ▼-1.8%46,6702.5%Computer and TechnologyVNQVanguard Real Estate ETF$5,809,861$120,780 ▼-2.0%64,1692.0%ETFSDYSPDR S&P Dividend ETF$4,713,252$715,034 ▼-13.2%34,7381.6%ETFDLSWisdomTree International SmallCap Dividend Fund$4,650,369$20,131 ▼-0.4%70,4581.6%FinanceBNDXVanguard Total International Bond ETF$4,511,003$105,402 ▲2.4%92,4011.6%ETFBSVVanguard Short-Term Bond ETF$4,442,390$616,768 ▼-12.2%56,7501.5%ETFGILDGilead Sciences$4,424,855$33,615 ▼-0.8%39,4901.5%MedicalBACBank of America$4,408,900$41,730 ▼-0.9%105,6531.5%FinanceDSIiShares ESG MSCI KLD 400 ETF$3,696,796$20,482 ▲0.6%36,0981.3%ETFIUSGiShares Core S&P U.S. Growth ETF$3,609,912$204,596 ▼-5.4%28,4071.2%ManufacturingIJKiShares S&P Mid-Cap 400 Growth ETF$3,511,918$110,762 ▲3.3%42,1701.2%ETFIJTiShares S&P Small-Cap 600 Growth ETF$3,448,6500.0%27,7001.2%ETFIJJiShares S&P Mid-Cap 400 Value ETF$3,200,369$35,919 ▲1.1%26,7301.1%ETFVTVanguard Total World Stock ETF$3,141,420$29,683 ▲1.0%27,0931.1%ETFJPMJPMorgan Chase & Co.$2,987,754$83,402 ▼-2.7%12,1801.0%FinanceEFAiShares MSCI EAFE ETF$2,840,199$11,606 ▼-0.4%34,7511.0%FinancePEGPublic Service Enterprise Group$2,729,8910.0%33,1700.9%UtilitiesVTEBVanguard Tax-Exempt Bond ETF$2,669,5560.0%53,8000.9%ETFCVSCVS Health$2,503,4300.0%36,9510.9%MedicalIJSiShares S&P Small-Cap 600 Value ETF$2,482,8160.0%25,4700.9%ETFJNJJohnson & Johnson$2,453,4370.0%14,7940.8%MedicalGMGeneral Motors$2,426,7480.0%51,6000.8%Auto/Tires/TrucksROPRoper Technologies$2,405,486$29,479 ▼-1.2%4,0800.8%Computer and TechnologyMSFTMicrosoft$2,384,5870.0%6,3520.8%Computer and TechnologyACNAccenture$2,222,3490.0%7,1220.8%Computer and TechnologyIVEiShares S&P 500 Value ETF$2,194,529$19,058 ▲0.9%11,5150.8%ETFESGDiShares ESG Aware MSCI EAFE ETF$2,166,010$4,084 ▼-0.2%26,5150.7%ManufacturingHYGiShares iBoxx $ High Yield Corporate Bond ETF$2,110,623$114,627 ▼-5.2%26,7540.7%ETFAMZNAmazon.com$2,100,470$342,468 ▲19.5%11,0400.7%Retail/WholesaleVTIVanguard Total Stock Market ETF$2,058,826$88,498 ▼-4.1%7,4910.7%ETFCVXChevron$1,956,4070.0%11,6950.7%EnergyCHRWC.H. Robinson Worldwide$1,934,3360.0%18,8900.7%TransportationVZVerizon Communications$1,896,4560.0%41,8090.7%Computer and TechnologyALLAllstate$1,823,4580.0%8,8060.6%FinanceEFViShares MSCI EAFE Value ETF$1,755,5280.0%29,7850.6%ETFMCKMcKesson$1,561,337$80,759 ▼-4.9%2,3200.5%MedicalTGTTarget$1,505,915$52,180 ▲3.6%14,4300.5%Retail/WholesaleEAGGiShares ESG Aware U.S. Aggregate Bond ETF$1,388,553$11,395 ▲0.8%29,2450.5%ETFCSCOCisco Systems$1,305,4130.0%21,1540.5%Computer and TechnologyESGEiShares ESG Aware MSCI EM ETF$1,297,868$41,940 ▼-3.1%37,1350.4%ManufacturingUNMUnum Group$1,295,051$8,146 ▼-0.6%15,8980.4%FinanceIWBiShares Russell 1000 ETF$1,223,586$7,362 ▼-0.6%3,9890.4%ETFSCHWCharles Schwab$1,189,092$9,785 ▲0.8%15,1900.4%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,137,658$5,543 ▲0.5%10,4670.4%FinanceBMYBristol-Myers Squibb$1,114,470$91,485 ▼-7.6%18,2730.4%MedicalFIFiserv$1,079,8590.0%4,8900.4%Business ServicesIMCGiShares Morningstar Mid-Cap Growth ETF$1,076,8670.0%15,0760.4%ETFIWMiShares Russell 2000 ETF$1,038,9440.0%5,2080.4%FinanceUSHYiShares Broad USD High Yield Corporate Bond ETF$1,034,876$101,227 ▲10.8%28,1140.4%ETFVLOValero Energy$1,031,7980.0%7,8130.4%EnergyNFLXNetflix$1,005,2670.0%1,0780.3%Consumer DiscretionaryWFCWells Fargo & Company$977,9230.0%13,6220.3%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$957,001$11,038 ▼-1.1%11,7050.3%ETFSTZConstellation Brands$942,742$73,408 ▲8.4%5,1370.3%Consumer StaplesMMM3M$882,7750.0%6,0110.3%Multi-Sector ConglomeratesNUSCNuveen ESG Small-Cap ETF$872,580$37,381 ▲4.5%22,7590.3%ETFVOOVanguard S&P 500 ETF$837,159$354,084 ▲73.3%1,6290.3%ETFIVWiShares S&P 500 Growth ETF$830,829$88,189 ▲11.9%8,9500.3%ETFMETAMeta Platforms$815,5490.0%1,4150.3%Computer and TechnologyFDLFirst Trust Morningstar Dividend Leaders Index$758,0280.0%17,4500.3%ETFGRNBVanEck Green Bond ETF$701,393$16,843 ▲2.5%29,1500.2%ETFTSLATesla$647,9000.0%2,5000.2%Auto/Tires/TrucksSUSCiShares ESG Aware USD Corporate Bond ETF$628,962$9,224 ▲1.5%27,2750.2%ManufacturingPFEPfizer$572,3800.0%22,5880.2%MedicalDISWalt Disney$549,167$19,740 ▲3.7%5,5640.2%Consumer DiscretionaryNUMVNuveen ESG Mid-Cap Value ETF$532,308$32,500 ▲6.5%15,5600.2%ETFMRKMerck & Co., Inc.$528,2380.0%5,8850.2%MedicalDVYiShares Select Dividend ETF$512,8510.0%3,8190.2%ETFEEMViShares MSCI Emerging Markets Min Vol Factor ETF$480,488$40,838 ▲9.3%8,2360.2%ETFNUMGNuveen ESG Mid-Cap Growth ETF$479,846$25,752 ▲5.7%11,1800.2%ETFVWOVanguard FTSE Emerging Markets ETF$457,126$497,860 ▼-52.1%10,1000.2%ETFCMFiShares California Muni Bond ETF$450,2400.0%8,0000.2%ETFNEENextEra Energy$434,8390.0%6,1340.2%UtilitiesCOPConocoPhillips$429,3220.0%4,0880.1%EnergyVVisa$410,038$35,046 ▲9.3%1,1700.1%Business ServicesMDYSPDR S&P MidCap 400 ETF Trust$400,110$80,022 ▼-16.7%7500.1%ETFIVViShares Core S&P 500 ETF$384,9020.0%6850.1%ETFSRESempra$381,5510.0%5,3470.1%UtilitiesIWFiShares Russell 1000 Growth ETF$369,0340.0%1,0220.1%ETFCMICummins$329,1120.0%1,0500.1%Auto/Tires/TrucksBLVVanguard Long-Term Bond ETF$327,4530.0%4,6500.1%ETFNOCNorthrop Grumman$308,230$308,230 ▲New Holding6020.1%AerospaceIBBiShares Biotechnology ETF$286,2460.0%2,2380.1%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$269,563$12,596 ▼-4.5%6420.1%FinanceGSThe Goldman Sachs Group$256,7560.0%4700.1%FinanceUNPUnion Pacific$253,0130.0%1,0710.1%TransportationTSCOTractor Supply$220,4000.0%4,0000.1%Retail/WholesaleEFGiShares MSCI EAFE Growth ETF$212,5000.0%2,1250.1%ETFMSMorgan Stanley$210,0060.0%1,8000.1%FinanceVGTVanguard Information Technology ETF$0$217,630 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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