Neumann Capital Management, LLC Top Holdings and 13F Report (2025) About Neumann Capital Management, LLCInvestment ActivityNeumann Capital Management, LLC has $341.90 million in total holdings as of September 30, 2025.Neumann Capital Management, LLC owns shares of 103 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 0.90% of the portfolio was purchased this quarter.About 2.61% of the portfolio was sold this quarter.This quarter, Neumann Capital Management, LLC has purchased 100 new stocks and bought additional shares in 19 stocks.Neumann Capital Management, LLC sold shares of 36 stocks and completely divested from 1 stock this quarter.Largest Holdings NVIDIA $31,823,650iShares Core MSCI EAFE ETF $25,214,762Oracle $20,002,586Apple $19,821,820SPDR S&P 500 ETF Trust $17,379,674 Largest New Holdings this Quarter 464288356 - iShares California Muni Bond ETF $342,240 Holding437076102 - Home Depot $212,725 Holding127387108 - Cadence Design Systems $210,756 Holding464287598 - iShares Russell 1000 Value ETF $204,812 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Bond ETF 9,729 shares (about $759.74K)Vanguard S&P 500 ETF 578 shares (about $353.96K)iShares California Muni Bond ETF 6,000 shares (about $342.24K)Home Depot 525 shares (about $212.73K)Cadence Design Systems 600 shares (about $210.76K) Largest Sales this Quarter Vanguard Tax-Exempt Bond ETF 34,137 shares (about $1.71M)Oracle 3,920 shares (about $1.10M)NVIDIA 4,110 shares (about $766.84K)SPDR S&P 500 ETF Trust 1,110 shares (about $739.45K)iShares Core MSCI EAFE ETF 6,484 shares (about $566.12K) 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 PortfolioSectorNVDANVIDIA$31,823,650$766,844 ▼-2.4%170,5639.3%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$25,214,762$566,118 ▼-2.2%288,7967.4%ETFORCLOracle$20,002,586$1,102,458 ▼-5.2%71,1235.9%Computer and TechnologyAAPLApple$19,821,820$38,194 ▲0.2%77,8465.8%Computer and TechnologySPYSPDR S&P 500 ETF Trust$17,379,674$739,447 ▼-4.1%26,0895.1%FinanceIEMGiShares Core MSCI Emerging Markets ETF$15,003,524$350,233 ▼-2.3%227,6024.4%ETFIJRiShares Core S&P Small-Cap ETF$13,952,691$145,567 ▼-1.0%117,4174.1%ETFIJHiShares Core S&P Mid-Cap ETF$13,609,863$52,991 ▼-0.4%208,5484.0%ETFBIVVanguard Intermediate-Term Bond ETF$12,665,833$759,739 ▲6.4%162,1953.7%ETFGOOGLAlphabet$10,911,787$428,828 ▼-3.8%44,8863.2%Computer and TechnologyDGSWisdomTree Emerging Markets SmallCap Dividend Fund$9,178,083$100,896 ▼-1.1%160,7372.7%FinanceVNQVanguard Real Estate ETF$5,832,047$25,140 ▼-0.4%63,7941.7%ETFDLSWisdomTree International SmallCap Dividend Fund$5,418,447$85,314 ▼-1.6%68,1481.6%FinanceBACBank of America$5,218,483$232,155 ▼-4.3%101,1531.5%FinanceSDYSPDR S&P Dividend ETF$4,607,645$169,180 ▼-3.5%32,9001.3%ETFBSVVanguard Short-Term Bond ETF$4,604,399$86,801 ▲1.9%58,3501.3%ETFIUSGiShares Core S&P U.S. Growth ETF$4,603,272$11,518 ▲0.3%27,9771.3%ManufacturingDSIiShares ESG MSCI KLD 400 ETF$4,593,145$40,304 ▲0.9%36,4681.3%ETFBNDXVanguard Total International Bond ETF$4,552,680$69,936 ▼-1.5%92,0481.3%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$4,343,338$139,520 ▲3.3%45,2951.3%ETFIJTiShares S&P Small-Cap 600 Growth ETF$4,147,365$106,125 ▲2.6%29,3101.2%ETFGILDGilead Sciences$4,105,890$188,700 ▼-4.4%36,9901.2%MedicalVTVanguard Total World Stock ETF$3,901,929$51,813 ▲1.3%28,3161.1%ETFIJJiShares S&P Mid-Cap 400 Value ETF$3,516,6940.0%27,1101.0%ETFJPMJPMorgan Chase & Co.$3,263,439$373,469 ▼-10.3%10,3461.0%FinanceGMGeneral Motors$3,048,500$97,552 ▼-3.1%50,0000.9%Auto/Tires/TrucksIJSiShares S&P Small-Cap 600 Value ETF$3,035,696$102,849 ▲3.5%27,4500.9%ETFMSFTMicrosoft$2,915,692$344,455 ▼-10.6%5,6290.9%Computer and TechnologyEFAiShares MSCI EAFE ETF$2,895,404$37,255 ▼-1.3%31,0100.8%FinanceCVSCVS Health$2,785,7360.0%36,9510.8%MedicalJNJJohnson & Johnson$2,761,6450.0%14,8940.8%MedicalEAGGiShares ESG Aware U.S. Aggregate Bond ETF$2,663,264$130,882 ▲5.2%55,4500.8%ETFPEGPublic Service Enterprise Group$2,643,178$125,190 ▼-4.5%31,6700.8%UtilitiesCHRWC.H. Robinson Worldwide$2,501,0360.0%18,8900.7%TransportationESGDiShares ESG Aware MSCI EAFE ETF$2,452,812$64,621 ▲2.7%26,3800.7%ManufacturingAMZNAmazon.com$2,402,9740.0%10,9440.7%Retail/WholesaleHYGiShares iBoxx $ High Yield Corporate Bond ETF$2,123,119$23,139 ▼-1.1%26,1500.6%ETFROPER TECHNOLOGIES INC$2,079,537$44,882 ▲2.2%4,1700.6%COMEFViShares MSCI EAFE Value ETF$2,020,3170.0%29,7850.6%ETFIVEiShares S&P 500 Value ETF$1,991,789$51,628 ▼-2.5%9,6450.6%ETFVTIVanguard Total Stock Market ETF$1,940,797$350,157 ▼-15.3%5,9140.6%ETFALLAllstate$1,922,4050.0%8,9560.6%FinanceVZVerizon Communications$1,861,6780.0%42,3590.5%Computer and TechnologyACNAccenture$1,817,935$49,320 ▲2.8%7,3720.5%Computer and TechnologyCVXChevron$1,816,0700.0%11,6950.5%EnergyMCKMcKesson$1,776,8420.0%2,3000.5%MedicalESGEiShares ESG Aware MSCI EM ETF$1,575,495$6,513 ▼-0.4%36,2850.5%ManufacturingVOOVanguard S&P 500 ETF$1,511,966$353,956 ▲30.6%2,4690.4%ETFIWBiShares Russell 1000 ETF$1,439,260$365 ▼0.0%3,9380.4%ETFSCHWCharles Schwab$1,435,128$9,547 ▼-0.7%15,0320.4%FinanceCSCOCisco Systems$1,409,8630.0%20,6060.4%Computer and TechnologyNFLXNetflix$1,281,6450.0%1,0690.4%Consumer DiscretionaryIWMiShares Russell 2000 ETF$1,260,1280.0%5,2080.4%FinanceIMCGiShares Morningstar Mid-Cap Growth ETF$1,247,2230.0%15,0760.4%ETFVLOValero Energy$1,246,390$83,762 ▼-6.3%7,3210.4%EnergyUNMUnum Group$1,236,5460.0%15,8980.4%FinanceUSHYiShares Broad USD High Yield Corporate Bond ETF$1,212,322$25,010 ▲2.1%32,0890.4%ETFTGTTarget$1,182,246$44,850 ▼-3.7%13,1800.3%Retail/WholesaleWFCWells Fargo & Company$1,141,7960.0%13,6220.3%FinanceIVWiShares S&P 500 Growth ETF$1,080,4440.0%8,9500.3%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$1,039,670$164,958 ▼-13.7%23,9500.3%ETFMETAMeta Platforms$1,039,1480.0%1,4150.3%Computer and TechnologyNUSCNuveen ESG Small-Cap ETF$1,026,163$13,671 ▲1.4%23,2690.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,014,619$65,606 ▼-6.1%12,0630.3%ETFMMM3M$932,7870.0%6,0110.3%Multi-Sector ConglomeratesGRNBVanEck Green Bond ETF$822,0700.0%33,6500.2%ETFBMYBristol Myers Squibb$794,797$29,315 ▼-3.6%17,6230.2%MedicalPFEPfizer$728,4220.0%28,5880.2%MedicalSTZConstellation Brands$661,499$3,367 ▼-0.5%4,9120.2%Consumer StaplesDISWalt Disney$637,0780.0%5,5640.2%Consumer DiscretionaryFIFiserv$630,4680.0%4,8900.2%Business ServicesNUMVNuveen ESG Mid-Cap Value ETF$616,325$14,315 ▲2.4%15,9300.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$607,5900.0%9,0000.2%ManufacturingSUSCiShares ESG Aware USD Corporate Bond ETF$592,534$42,408 ▼-6.7%25,1500.2%ManufacturingMRKMerck & Co., Inc.$569,465$75,537 ▲15.3%6,7850.2%MedicalVTEBVanguard Tax-Exempt Bond ETF$566,342$1,709,240 ▼-75.1%11,3110.2%ETFNUMGNuveen ESG Mid-Cap Growth ETF$553,978$9,736 ▲1.8%11,3800.2%ETFDVYiShares Select Dividend ETF$542,6780.0%3,8190.2%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$540,407$15,606 ▼-2.8%4,8480.2%FinanceEEMViShares MSCI Emerging Markets Min Vol Factor ETF$525,7040.0%8,2360.2%ETFSRESempra Energy$481,1100.0%5,3470.1%UtilitiesIWFiShares Russell 1000 Growth ETF$478,7150.0%1,0220.1%ETFNEENextEra Energy$463,0560.0%6,1340.1%UtilitiesMDYSPDR S&P MidCap 400 ETF Trust$447,0230.0%7500.1%ETFIVViShares Core S&P 500 ETF$401,5800.0%6000.1%ETFCMICummins$401,2520.0%9500.1%Auto/Tires/TrucksVVisa$399,415$683 ▼-0.2%1,1700.1%Business ServicesCOPConocoPhillips$386,6840.0%4,0880.1%EnergyNOCNorthrop Grumman$366,8110.0%6020.1%AerospaceCMFiShares California Muni Bond ETF$342,240$342,240 ▲New Holding6,0000.1%ETFVWOVanguard FTSE Emerging Markets ETF$341,3340.0%6,3000.1%ETFIBBiShares Biotechnology ETF$323,1070.0%2,2380.1%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$297,7210.0%6420.1%FinanceMSMorgan Stanley$286,1280.0%1,8000.1%FinanceUNPUnion Pacific$276,7890.0%1,1710.1%TransportationVGTVanguard Information Technology ETF$261,3210.0%3500.1%ETFEFGiShares MSCI EAFE Growth ETF$241,9950.0%2,1250.1%ETFTSCOTractor Supply$227,4800.0%4,0000.1%Retail/WholesaleIWSiShares Russell Mid-Cap Value ETF$212,8570.0%1,5240.1%ETFHDHome Depot$212,725$212,725 ▲New Holding5250.1%Retail/WholesaleShowing 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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