13F HOLDINGS REPORT
Neumann Capital Management, LLC
Quarter ended Q1 2025 · Filed April 16, 2025 · Accession 0001754960-25-000201
Total Value
$289.3M
Positions
99
Other Managers
0
Confidential Omitted
No
Holdings (99)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46432F842 | 295,739 | $22.4M | 7.73% |
| 2 | NVIDIA CORPORATION | NVDA | 175,665 | $19.0M | 6.58% |
| 3 | APPLE INC | AAPL | 78,266 | $17.4M | 6.01% |
| 4 | SPDR S&P 500 ETF TR | SPY | 27,373 | $15.3M | 5.29% |
| 5 | ISHARES INC | 46434G103 | 239,623 | $12.9M | 4.47% |
| 6 | ISHARES TR | 464287804 | 118,384 | $12.4M | 4.28% |
| 7 | ISHARES TR | 464287507 | 210,656 | $12.3M | 4.25% |
| 8 | VANGUARD BD INDEX FDS | 921937819 | 141,949 | $10.9M | 3.76% |
| 9 | ORACLE CORP | ORCL-PD | 75,623 | $10.6M | 3.66% |
| 10 | WISDOMTREE TR | WT | 166,085 | $8.0M | 2.77% |
| 11 | ALPHABET INC | GOOG | 46,670 | $7.2M | 2.50% |
| 12 | VANGUARD INDEX FDS | 922908553 | 64,169 | $5.8M | 2.01% |
| 13 | SPDR SER TR | 78464A763 | 34,738 | $4.7M | 1.63% |
| 14 | WISDOMTREE TR | WT | 70,458 | $4.7M | 1.61% |
| 15 | VANGUARD CHARLOTTE FDS | 92203J407 | 92,401 | $4.5M | 1.56% |
| 16 | VANGUARD BD INDEX FDS | 921937827 | 56,750 | $4.4M | 1.54% |
| 17 | GILEAD SCIENCES INC | GILD | 39,490 | $4.4M | 1.53% |
| 18 | BANK AMERICA CORP | 060505104 | 105,653 | $4.4M | 1.52% |
| 19 | ISHARES TR | 464288570 | 36,098 | $3.7M | 1.28% |
| 20 | ISHARES TR | 464287671 | 28,407 | $3.6M | 1.25% |
| 21 | ISHARES TR | 464287606 | 42,170 | $3.5M | 1.21% |
| 22 | ISHARES TR | 464287887 | 27,700 | $3.4M | 1.19% |
| 23 | ISHARES TR | 464287705 | 26,730 | $3.2M | 1.11% |
| 24 | VANGUARD INTL EQUITY INDEX F | 922042742 | 27,093 | $3.1M | 1.09% |
| 25 | JPMORGAN CHASE & CO. | VYLD | 12,180 | $3.0M | 1.03% |
| 26 | ISHARES TR | 464287465 | 34,751 | $2.8M | 0.98% |
| 27 | PUBLIC SVC ENTERPRISE GRP IN | 744573106 | 33,170 | $2.7M | 0.94% |
| 28 | VANGUARD MUN BD FDS | 922907746 | 53,800 | $2.7M | 0.92% |
| 29 | CVS HEALTH CORP | CVS | 36,951 | $2.5M | 0.87% |
| 30 | ISHARES TR | 464287879 | 25,470 | $2.5M | 0.86% |
| 31 | JOHNSON & JOHNSON | JNJ | 14,794 | $2.5M | 0.85% |
| 32 | GENERAL MTRS CO | 37045V100 | 51,600 | $2.4M | 0.84% |
| 33 | ROPER TECHNOLOGIES INC | ROP | 4,080 | $2.4M | 0.83% |
| 34 | MICROSOFT CORP | MSFT | 6,352 | $2.4M | 0.82% |
| 35 | ACCENTURE PLC IRELAND | ACN | 7,122 | $2.2M | 0.77% |
| 36 | ISHARES TR | 464287408 | 11,515 | $2.2M | 0.76% |
| 37 | ISHARES TR | 46435G516 | 26,515 | $2.2M | 0.75% |
| 38 | ISHARES TR | 464288513 | 26,754 | $2.1M | 0.73% |
| 39 | AMAZON COM INC | AMZN | 11,040 | $2.1M | 0.73% |
| 40 | VANGUARD INDEX FDS | 922908769 | 7,491 | $2.1M | 0.71% |
| 41 | CHEVRON CORP NEW | CVX | 11,695 | $2.0M | 0.68% |
| 42 | C H ROBINSON WORLDWIDE INC | CHRW | 18,890 | $1.9M | 0.67% |
| 43 | VERIZON COMMUNICATIONS INC | VZ | 41,809 | $1.9M | 0.66% |
| 44 | ALLSTATE CORP | ALL-PJ | 8,806 | $1.8M | 0.63% |
| 45 | ISHARES TR | 464288877 | 29,785 | $1.8M | 0.61% |
| 46 | MCKESSON CORP | MCK | 2,320 | $1.6M | 0.54% |
| 47 | TARGET CORP | TGT | 14,430 | $1.5M | 0.52% |
| 48 | ISHARES TR | 46435U549 | 29,245 | $1.4M | 0.48% |
| 49 | CISCO SYS INC | CSCO | 21,154 | $1.3M | 0.45% |
| 50 | ISHARES INC | 46434G863 | 37,135 | $1.3M | 0.45% |
| 51 | UNUM GROUP | UNMA | 15,898 | $1.3M | 0.45% |
| 52 | ISHARES TR | 464287622 | 3,989 | $1.2M | 0.42% |
| 53 | SCHWAB CHARLES CORP | SCHW-PJ | 15,190 | $1.2M | 0.41% |
| 54 | ISHARES TR | 464287242 | 10,467 | $1.1M | 0.39% |
| 55 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 18,273 | $1.1M | 0.39% |
| 56 | FISERV INC | FISV | 4,890 | $1.1M | 0.37% |
| 57 | ISHARES TR | 464288307 | 15,076 | $1.1M | 0.37% |
| 58 | ISHARES TR | 464287655 | 5,208 | $1.0M | 0.36% |
| 59 | ISHARES TR | 46435U853 | 28,114 | $1.0M | 0.36% |
| 60 | VALERO ENERGY CORP | VLO | 7,813 | $1.0M | 0.36% |
| 61 | NETFLIX INC | NFLX | 1,078 | $1.0M | 0.35% |
| 62 | WELLS FARGO CO NEW | 949746101 | 13,622 | $977,923 | 0.34% |
| 63 | VANGUARD SCOTTSDALE FDS | 92206C870 | 11,705 | $957,001 | 0.33% |
| 64 | CONSTELLATION BRANDS INC | STZ | 5,137 | $942,742 | 0.33% |
| 65 | 3M CO | MMM | 6,011 | $882,775 | 0.31% |
| 66 | NUSHARES ETF TR | NU | 22,759 | $872,580 | 0.30% |
| 67 | VANGUARD INDEX FDS | 922908363 | 1,629 | $837,159 | 0.29% |
| 68 | ISHARES TR | 464287309 | 8,950 | $830,829 | 0.29% |
| 69 | META PLATFORMS INC | META | 1,415 | $815,549 | 0.28% |
| 70 | FIRST TR MORNINGSTAR DIVID L | 336917109 | 17,450 | $758,028 | 0.26% |
| 71 | VANECK ETF TRUST | 92189F171 | 29,150 | $701,393 | 0.24% |
| 72 | TESLA INC | TSLA | 2,500 | $647,900 | 0.22% |
| 73 | ISHARES TR | 46435G193 | 27,275 | $628,962 | 0.22% |
| 74 | PFIZER INC | PFE | 22,588 | $572,380 | 0.20% |
| 75 | DISNEY WALT CO | 254687106 | 5,564 | $549,167 | 0.19% |
| 76 | NUSHARES ETF TR | NU | 15,560 | $532,308 | 0.18% |
| 77 | MERCK & CO INC | MRK | 5,885 | $528,238 | 0.18% |
| 78 | ISHARES TR | 464287168 | 3,819 | $512,851 | 0.18% |
| 79 | ISHARES INC | 464286533 | 8,236 | $480,488 | 0.17% |
| 80 | NUSHARES ETF TR | NU | 11,180 | $479,846 | 0.17% |
| 81 | VANGUARD INTL EQUITY INDEX F | 922042858 | 10,100 | $457,126 | 0.16% |
| 82 | ISHARES TR | 464288356 | 8,000 | $450,240 | 0.16% |
| 83 | NEXTERA ENERGY INC | NEE-PW | 6,134 | $434,839 | 0.15% |
| 84 | CONOCOPHILLIPS | COP | 4,088 | $429,322 | 0.15% |
| 85 | VISA INC | V | 1,170 | $410,038 | 0.14% |
| 86 | SPDR S&P MIDCAP 400 ETF TR | MDY | 750 | $400,110 | 0.14% |
| 87 | ISHARES TR | 464287200 | 685 | $384,902 | 0.13% |
| 88 | SEMPRA | SREA | 5,347 | $381,551 | 0.13% |
| 89 | ISHARES TR | 464287614 | 1,022 | $369,034 | 0.13% |
| 90 | CUMMINS INC | CMI | 1,050 | $329,112 | 0.11% |
| 91 | VANGUARD BD INDEX FDS | 921937793 | 4,650 | $327,453 | 0.11% |
| 92 | NORTHROP GRUMMAN CORP | NOC | 602 | $308,230 | 0.11% |
| 93 | ISHARES TR | 464287556 | 2,238 | $286,246 | 0.10% |
| 94 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 642 | $269,563 | 0.09% |
| 95 | GOLDMAN SACHS GROUP INC | GSCE | 470 | $256,756 | 0.09% |
| 96 | UNION PAC CORP | UNP | 1,071 | $253,013 | 0.09% |
| 97 | TRACTOR SUPPLY CO | TSCO | 4,000 | $220,400 | 0.08% |
| 98 | ISHARES TR | 464288885 | 2,125 | $212,500 | 0.07% |
| 99 | MORGAN STANLEY | MS-PQ | 1,800 | $210,006 | 0.07% |