The Analysis of Neumann Capital Management, LLC's Holdings
Currently, Neumann Capital Management, LLC holds 101 types of securities in its portfolio with a total value $346.1M. In the most recent quarter, they have increased their positions in BIV (+23.0K shares, valued at $1.8M), NFLX (+9.6K shares, valued at $902.1K), N/A (+1.1K shares, valued at $658.5K); decreased their positions in NVDA (-4.8K shares, valued at $887.4K), N/A (-2.0K shares, valued at $618.5K), SPY (-446 shares, valued at $304.1K); initiated new positions in MAR (+667 shares, valued at $206.9K), JLL (+600 shares, valued at $201.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION165.8K shares-2.79%2025-12-312026-01-14
IEFA ISHARES TR289.3K shares0.19%2025-12-312026-01-14 AAPL APPLE INC77.8K shares-0.03%2025-12-312026-01-14 SPY SPDR S&P 500 ETF TR25.6K shares-1.71%2025-12-312026-01-14 IEMG ISHARES INC226.2K shares-0.64%2025-12-312026-01-14 BIV VANGUARD BD INDEX FDS185.2K shares14.21%2025-12-312026-01-14 IJR ISHARES TR117.8K shares0.30%2025-12-312026-01-14 IJH ISHARES TR209.6K shares0.51%2025-12-312026-01-14 ORCL ORACLE CORP69.8K shares-1.88%2025-12-312026-01-14 ALPHABET INC ALPHABET INC42.9K shares-4.40%2025-12-312026-01-14 DGS WISDOMTREE TR157.5K shares-1.99%2025-12-312026-01-14 VNQ VANGUARD INDEX FDS63.4K shares-0.57%2025-12-312026-01-14 BAC BANK AMERICA CORP100.2K shares-0.98%2025-12-312026-01-14 DLS WISDOMTREE TR66.9K shares-1.88%2025-12-312026-01-14 DSI ISHARES TR36.2K shares-0.74%2025-12-312026-01-14 IUSG ISHARES TR27.8K shares-0.79%2025-12-312026-01-14 BNDX VANGUARD CHARLOTTE FDS94.9K shares3.08%2025-12-312026-01-14 SDY SPDR SERIES TRUST32.7K shares-0.56%2025-12-312026-01-14 BSV VANGUARD BD INDEX FDS57.5K shares-1.52%2025-12-312026-01-14 GILD GILEAD SCIENCES INC36.9K shares-0.27%2025-12-312026-01-14 IJK ISHARES TR44.2K shares-2.32%2025-12-312026-01-14 IJT ISHARES TR30.0K shares2.22%2025-12-312026-01-14 GM GENERAL MTRS CO50.3K shares0.66%2025-12-312026-01-14 VT VANGUARD INTL EQUITY INDEX F28.0K shares-1.17%2025-12-312026-01-14 IJJ ISHARES TR26.9K shares-0.69%2025-12-312026-01-14 JPM JPMORGAN CHASE & CO.10.3K shares-0.48%2025-12-312026-01-14 IJS ISHARES TR28.2K shares2.56%2025-12-312026-01-14 EAGG ISHARES TR64.5K shares16.32%2025-12-312026-01-14 JNJ JOHNSON & JOHNSON14.9K shares-0.20%2025-12-312026-01-14 CHRW C H ROBINSON WORLDWIDE INC18.9K shares0.00%2025-12-312026-01-14 AMZN AMAZON COM INC12.9K shares18.27%2025-12-312026-01-14 EFA ISHARES TR30.9K shares-0.28%2025-12-312026-01-14 CVS CVS HEALTH CORP37.0K shares0.00%2025-12-312026-01-14 ESGD ISHARES TR30.5K shares15.50%2025-12-312026-01-14 MSFT MICROSOFT CORP5.6K shares0.00%2025-12-312026-01-14 PEG PUBLIC SVC ENTERPRISE GRP IN31.6K shares-0.35%2025-12-312026-01-14 EFV ISHARES TR29.8K shares0.00%2025-12-312026-01-14 HYG ISHARES TR25.7K shares-1.66%2025-12-312026-01-14 IVE ISHARES TR9.5K shares-1.62%2025-12-312026-01-14 ALL ALLSTATE CORP9.7K shares7.82%2025-12-312026-01-14 ROP ROPER TECHNOLOGIES INC4.4K shares6.35%2025-12-312026-01-14 MCK MCKESSON CORP2.3K shares-1.30%2025-12-312026-01-14 VTI VANGUARD INDEX FDS5.5K shares-7.58%2025-12-312026-01-14 CVX CHEVRON CORP NEW11.7K shares0.00%2025-12-312026-01-14 VZ VERIZON COMMUNICATIONS INC40.6K shares-4.26%2025-12-312026-01-14 CSCO CISCO SYS INC20.6K shares0.00%2025-12-312026-01-14 ESGE ISHARES INC34.8K shares-4.02%2025-12-312026-01-14 SCHW SCHWAB CHARLES CORP14.9K shares-0.73%2025-12-312026-01-14 IWB ISHARES TR3.9K shares0.00%2025-12-312026-01-14 TGT TARGET CORP13.3K shares0.76%2025-12-312026-01-14 UNM UNUM GROUP16.7K shares5.11%2025-12-312026-01-14 IWM ISHARES TR5.2K shares0.00%2025-12-312026-01-14 WFC WELLS FARGO CO NEW13.6K shares0.00%2025-12-312026-01-14 USHY ISHARES TR33.3K shares3.65%2025-12-312026-01-14 IMCG ISHARES TR15.1K shares0.00%2025-12-312026-01-14 VLO VALERO ENERGY CORP7.3K shares0.00%2025-12-312026-01-14 IVW ISHARES TR8.9K shares0.00%2025-12-312026-01-14 FDL FIRST TR EXCHANGE-TRADED FD24.1K shares0.42%2025-12-312026-01-14 NUSC NUSHARES ETF TR23.6K shares1.50%2025-12-312026-01-14 NFLX NETFLIX INC10.7K shares900.00%2025-12-312026-01-14 VCIT VANGUARD SCOTTSDALE FDS11.9K shares-1.48%2025-12-312026-01-14 MMM 3M CO6.0K shares0.00%2025-12-312026-01-14 BMY BRISTOL-MYERS SQUIBB CO17.6K shares0.00%2025-12-312026-01-14 META META PLATFORMS INC1.4K shares0.00%2025-12-312026-01-14 GRNB VANECK ETF TRUST36.5K shares8.62%2025-12-312026-01-14 DIS DISNEY WALT CO7.0K shares25.16%2025-12-312026-01-14 PFE PFIZER INC28.5K shares-0.44%2025-12-312026-01-14 EMXC ISHARES INC9.0K shares0.00%2025-12-312026-01-14 NUMV NUSHARES ETF TR15.9K shares0.00%2025-12-312026-01-14 SUSC ISHARES TR25.9K shares2.78%2025-12-312026-01-14 VTEB VANGUARD MUN BD FDS11.3K shares0.04%2025-12-312026-01-14 LQD ISHARES TR5.0K shares3.09%2025-12-312026-01-14 NUMG NUSHARES ETF TR11.4K shares0.00%2025-12-312026-01-14 DVY ISHARES TR3.8K shares0.00%2025-12-312026-01-14 EEMV ISHARES INC8.2K shares0.00%2025-12-312026-01-14 CMI CUMMINS INC930 shares-2.11%2025-12-312026-01-14 NEE NEXTERA ENERGY INC5.9K shares-3.62%2025-12-312026-01-14 SRE SEMPRA5.3K shares0.00%2025-12-312026-01-14 STZ CONSTELLATION BRANDS INC3.4K shares-30.48%2025-12-312026-01-14 IWF ISHARES TR972 shares-4.89%2025-12-312026-01-14 MDY SPDR S&P MIDCAP 400 ETF TR750 shares0.00%2025-12-312026-01-14 IVV ISHARES TR600 shares0.00%2025-12-312026-01-14 V VISA INC1.2K shares0.00%2025-12-312026-01-14 COP CONOCOPHILLIPS4.1K shares0.00%2025-12-312026-01-14 IBB ISHARES TR2.2K shares0.00%2025-12-312026-01-14 CMF ISHARES TR6.0K shares0.00%2025-12-312026-01-14 VWO VANGUARD INTL EQUITY INDEX F6.3K shares0.00%2025-12-312026-01-14 MS MORGAN STANLEY1.8K shares0.00%2025-12-312026-01-14 DIA SPDR DOW JONES INDL AVERAGE642 shares0.00%2025-12-312026-01-14 UNP UNION PAC CORP1.3K shares11.10%2025-12-312026-01-14 NOC NORTHROP GRUMMAN CORP507 shares-15.78%2025-12-312026-01-14 VGT VANGUARD WORLD FD350 shares0.00%2025-12-312026-01-14 EFG ISHARES TR2.1K shares0.00%2025-12-312026-01-14 IWS ISHARES TR1.5K shares0.00%2025-12-312026-01-14 IWD ISHARES TR1.0K shares0.00%2025-12-312026-01-14 MAR MARRIOTT INTL INC NEW667 sharesnew addition2025-12-312026-01-14 JLL JONES LANG LASALLE INC600 sharesnew addition2025-12-312026-01-14 TSCO TRACTOR SUPPLY CO4.0K shares0.00%2025-12-312026-01-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available