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CIK: 0001631930
Total reported value
$391.1M
$391.1M
101 檔
23.7%
At the close of Q3 2024, Neumann Capital Management, LLC disclosed equity holdings valued at approximately $391.1M, spread across 101 reported holdings.
During Q3 2024, Neumann Capital Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.58% | +9.47% | NEW | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.22% | +8.00% | NEW | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.17% | +6.19% | NEW | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.29% | +4.35% | NEW | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.56% | -7.34% | -2.80% | |
| 6 | ORCL | Oracle CORP | Stock-Tech | 4.44% | +2.96% | NEW | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.32% | -6.57% | -5.42% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.22% | +4.90% | NEW | |
| 9 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 2.95% | +2.59% | NEW | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.75% | -6.88% | +4.43% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.60% | +3.36% | NEW | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.19% | -2.47% | -7.50% | |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.15% | +1.10% | NEW | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.96% | -1.57% | +5.63% | |
| 15 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 1.55% | +1.60% | NEW | |
| 16 | BAC | Bank Of America CORP | Stock-Financials | 1.41% | +1.43% | NEW | |
| 17 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.40% | +1.21% | NEW | |
| 18 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.33% | -2.01% | +3.80% | |
| 19 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.32% | -1.99% | +3.64% | |
| 20 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.27% | -2.12% | — | |
| 21 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.24% | -2.26% | -0.33% | |
| 22 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.11% | -1.58% | -3.63% | |
| 23 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.09% | -1.56% | -1.31% | |
| 24 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.04% | -1.77% | +0.23% | |
| 25 | PEG | Public Service Enterprise Gp | Stock-Utilities | 1.00% | -1.12% | — | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.97% | -1.23% | -2.72% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.92% | -0.69% | — | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.91% | -0.26% | +5.93% | |
| 29 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.90% | -1.55% | -1.57% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.89% | +0.88% | NEW | |
| 31 | CVS | Cvs Health CORP | Stock-Healthcare | 0.86% | -1.73% | -6.80% | |
| 32 | ACN | Accenture plc | Stock-Tech | 0.83% | +0.32% | NEW | |
| 33 | GM | General Motors Co | Stock-Consumer Disc | 0.77% | +0.97% | NEW | |
| 34 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.76% | -0.82% | -4.45% | |
| 35 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.76% | +0.87% | NEW | |
| 36 | ROP | Roper Technologies Inc | Stock-Tech | 0.75% | -0.55% | -0.49% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.74% | -0.57% | -0.51% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.72% | -1.47% | +1.06% | |
| 39 | TGT | Target CORP | Stock-Consumer Disc | 0.70% | +0.63% | NEW | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.68% | -0.82% | — | |
| 41 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 0.68% | +0.70% | NEW | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.64% | +0.52% | NEW | |
| 43 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.57% | -0.91% | — | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.57% | -0.68% | -1.02% | |
| 45 | ALL | Allstate CORP | Stock-Financials | 0.57% | +0.60% | NEW | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | +0.94% | NEW | |
| 47 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.48% | +0.47% | NEW | |
| 48 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.42% | -0.66% | -0.54% | |
| 49 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.41% | +0.89% | NEW | |
| 50 | MCK | Mckesson CORP | Stock-Healthcare | 0.40% | +0.47% | NEW |
According to official SEC Form 13F filings, Neumann Capital Management, LLC reported a total U.S. public equity portfolio value of $391.1M across 101 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, IEFA, AAPL) accounted for 23.7% of total reported equity market value during Q3 2024.
During Q3 2024, Neumann Capital Management, LLC's top holdings by market value included NVDA (7.6%)、IEFA (7.2%)、AAPL (6.2%). The largest single position, NVDA, represented 7.6% of total portfolio value.
In Q3 2024, Neumann Capital Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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