Neumann Capital Management, LLC holdings history

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140 is the total number of securities Neumann Capital Management, LLC has owned. The longest Neumann Capital Management, LLC has owned a single stock is 36 quarters.

Neumann Capital Management, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IJR ISHARES TR36363.97%5.25%6.21%Q4 2014Q3 202336
IJH ISHARES TR36364.05%4.90%5.63%Q4 2014Q3 202336
SPY SPDR S&P 500 ETF TR36363.67%4.54%5.32%Q4 2014Q3 202336
AAPL APPLE INC36362.46%4.41%7.84%Q4 2014Q3 202336
EEMV ISHARES INC36360.21%4.04%6.64%Q4 2014Q3 202336
VNQ VANGUARD INDEX FDS36362.34%3.84%4.79%Q4 2014Q3 202336
SDY SPDR SER TR36363.24%3.59%4.12%Q4 2014Q3 202336
ORCL ORACLE CORP36362.65%3.29%4.09%Q4 2014Q3 202336
DGS WISDOMTREE TR36361.23%3.16%4.87%Q4 2014Q3 202336
EFA ISHARES TR36360.65%2.98%6.43%Q4 2014Q3 202336
HYG ISHARES TR36361.18%2.84%3.80%Q4 2014Q3 202336
GILD GILEAD SCIENCES INC36361.08%2.50%5.50%Q4 2014Q3 202336
CVS CVS HEALTH CORP36361.20%2.27%3.71%Q4 2014Q3 202336
NVDA NVIDIA CORPORATION36360.32%2.05%4.06%Q4 2014Q3 202336
BAC BK OF AMERICA CORP36361.08%1.75%2.36%Q4 2014Q3 202336
JNJ JOHNSON & JOHNSON36360.85%1.48%2.83%Q4 2014Q3 202336
IJK ISHARES TR36360.81%1.45%1.77%Q4 2014Q3 202336
CVX CHEVRON CORP NEW36360.61%1.38%2.47%Q4 2014Q3 202336
IJT ISHARES TR36360.75%1.35%1.68%Q4 2014Q3 202336
VTI VANGUARD INDEX FDS36360.85%1.27%1.60%Q4 2014Q3 202336
IUSG ISHARES TR36361.01%1.26%1.49%Q4 2014Q3 202336
VZ VERIZON COMMUNICATIONS...36360.67%1.26%1.68%Q4 2014Q3 202336
ALL ALLSTATE CORP36360.78%1.23%1.59%Q4 2014Q3 202336
IJJ ISHARES TR36360.99%1.20%1.41%Q4 2014Q3 202336
CHRW C H ROBINSON WORLDWIDE...36360.72%1.19%1.60%Q4 2014Q3 202336
JPM JPMORGAN CHASE & CO36360.75%1.12%1.56%Q4 2014Q3 202336
TGT TARGET CORP36360.58%1.05%1.66%Q4 2014Q3 202336
MSFT MICROSOFT CORP36360.51%1.01%1.57%Q4 2014Q3 202336
VT VANGUARD INTL EQUITY I...36360.86%1.01%1.23%Q4 2014Q3 202336
ACN ACCENTURE PLC IRELAND36360.79%0.99%1.32%Q4 2014Q3 202336
MMM 3M CO36360.26%0.94%2.41%Q4 2014Q3 202336
PEG PUBLIC SVC ENTERPRISE ...36360.63%0.93%1.19%Q4 2014Q3 202336
IJS ISHARES TR36360.60%0.89%1.11%Q4 2014Q3 202336
WFC WELLS FARGO CO NEW36360.24%0.80%1.54%Q4 2014Q3 202336
ROP ROPER TECHNOLOGIES INC36360.27%0.71%1.04%Q4 2014Q3 202336
EFV ISHARES TR36360.13%0.64%1.21%Q4 2014Q3 202336
IMCG ISHARES TR36360.39%0.59%0.77%Q4 2014Q3 202336
IWM ISHARES TR36360.40%0.56%0.74%Q4 2014Q3 202336
SCHW THE CHARLES SCHWAB COR...36360.34%0.53%0.87%Q4 2014Q3 202336
VLO VALERO ENERGY CORP NEW36360.29%0.52%0.95%Q4 2014Q3 202336
BMY BRISTOL-MYERS SQUIBB CO36360.31%0.50%0.77%Q4 2014Q3 202336
LQD ISHARES TR36360.14%0.48%0.97%Q4 2014Q3 202336
CSCO CISCO SYS INC36360.35%0.46%0.64%Q4 2014Q3 202336
MDY SPDR S&P MIDCAP 400 ET...36360.26%0.45%0.67%Q4 2014Q3 202336
STZ CONSTELLATION BRANDS INC36360.14%0.45%0.62%Q4 2014Q3 202336
IWB ISHARES TR36360.31%0.45%0.64%Q4 2014Q3 202336
MCK MCKESSON CORP36360.17%0.44%0.81%Q4 2014Q3 202336
COP CONOCOPHILLIPS36360.12%0.43%0.82%Q4 2014Q3 202336
DIS DISNEY WALT CO36360.19%0.36%0.49%Q4 2014Q3 202336
IVW ISHARES TR36360.26%0.35%0.45%Q4 2014Q3 202336
DVY ISHARES TR36360.19%0.32%0.42%Q4 2014Q3 202336
IBB ISHARES TR36360.11%0.31%0.64%Q4 2014Q3 202336
UNM UNUM GROUP36360.13%0.30%0.72%Q4 2014Q3 202336
SRE SEMPRA ENERGY36360.14%0.18%0.24%Q4 2014Q3 202336
DIA SPDR DOW JONES INDL AV...36360.10%0.15%0.20%Q4 2014Q3 202336
NFLX NETFLIX INC3050.14%0.49%1.01%Q4 2014Q3 202335
MRK MERCK & CO INC NEW3230.13%0.19%0.30%Q4 2014Q3 202335
GM GENERAL MTRS CO33330.32%0.88%1.30%Q3 2015Q3 202333
PFE PFIZER INC1910.10%0.41%1.06%Q4 2014Q3 202333
GOOGL ALPHABET INC32321.55%2.39%3.18%Q4 2015Q3 202332
DLS WISDOMTREE TR26260.72%1.98%2.92%Q2 2017Q3 202326
VCIT VANGUARD SCOTTSDALE FDS26260.17%0.81%1.55%Q2 2017Q3 202326
IVV ISHARES TR25250.12%0.15%0.17%Q3 2017Q3 202325
AMZN AMAZON COM INC24240.14%0.54%0.88%Q4 2017Q3 202324
FB META PLATFORMS INC1430.12%0.17%0.22%Q3 2017Q3 202322
IWR ISHARES TR21210.14%0.19%0.23%Q1 2018Q1 202321
BNDX VANGUARD CHARLOTTE FDS19190.25%0.57%1.62%Q1 2019Q3 202319
IBM INTERNATIONAL BUSINESS...18180.20%0.90%1.41%Q4 2014Q1 201918
DSI ISHARES TR18180.12%0.67%1.13%Q2 2019Q3 202318
WBA WALGREENS BOOTS ALLIAN...840.10%0.14%0.20%Q4 2017Q3 202317
MET METLIFE INC1410.12%1.15%1.48%Q4 2014Q3 201815
ESGD ISHARES TR15150.14%0.42%0.72%Q1 2020Q3 202315
AMLP ALPS ETF TR14140.09%3.26%3.97%Q4 2014Q1 201814
GE GENERAL ELECTRIC CO14140.13%2.23%2.97%Q4 2014Q1 201814
IEFA ISHARES TR13130.11%2.96%7.07%Q3 2020Q3 202313
SNI SCRIPPS NETWORKS INTER...13131.41%1.76%2.30%Q4 2014Q4 201713
AAPL APPLE INC13130.51%0.62%0.83%Q4 2014Q4 201713
APTV APTIV PLC820.11%0.14%0.17%Q1 2018Q1 202313
V VISA INC940.10%0.12%0.14%Q2 2020Q3 202313
ESRX EXPRESS SCRIPTS HLDG CO12120.12%0.87%1.27%Q4 2014Q3 201712
IEMG ISHARES INC11110.78%3.33%5.01%Q1 2021Q3 202311
NUSC NUSHARES ETF TR11110.11%0.24%0.30%Q1 2021Q3 202311
AMGN AMGEN INC830.13%0.15%0.17%Q4 2014Q3 201711
PG PROCTER & GAMBLE CO10100.98%2.16%2.59%Q4 2014Q1 201710
DE DEERE & CO10100.65%0.90%1.16%Q4 2014Q1 201710
CELG CELGENE CORP10100.15%0.52%0.95%Q2 2017Q3 201910
ESGE ISHARES INC10100.22%0.41%0.50%Q2 2021Q3 202310
GRNB VANECK VECTORS ETF TR10100.18%0.25%0.31%Q2 2021Q3 202310
SUSC ISHARES TR10100.19%0.23%0.28%Q2 2021Q3 202310
BA BOEING CO990.14%0.17%0.19%Q3 2017Q3 20199
NEE NEXTERA ENERGY INC990.14%0.16%0.19%Q4 2014Q4 20169
NUMV NUSHARES ETF TR990.08%0.14%0.17%Q3 2021Q3 20239
NUMG NUSHARES ETF TR990.08%0.13%0.15%Q3 2021Q3 20239
VIG VANGUARD SPECIALIZED F...990.11%0.12%0.15%Q3 2020Q3 20229
BIV VANGUARD BD INDEX FDS530.13%2.37%4.34%Q2 2020Q3 20238
KSS KOHLS CORP880.38%0.77%1.14%Q4 2014Q3 20168
FTSL FIRST TR EXCHANGE-TRAD...880.24%0.36%0.43%Q2 2018Q1 20208
VFC V F CORP410.10%0.13%0.16%Q3 2018Q2 20218
IWF ISHARES TR880.10%0.12%0.15%Q4 2021Q3 20238
EFG ISHARES TR620.08%0.10%0.11%Q4 2020Q3 20238
ETFC E TRADE FINANCIAL CORP770.44%0.57%0.66%Q4 2014Q2 20167
XOM EXXON MOBIL CORP430.13%0.17%0.25%Q4 2014Q4 20167
JLL JONES LANG LASALLE INC770.11%0.12%0.14%Q4 2020Q2 20227
INTC INTEL CORP430.08%0.10%0.12%Q3 2021Q3 20237
KO COCA COLA CO660.18%0.52%0.84%Q4 2014Q1 20166
PZA POWERSHARES GLOBAL ETF...660.23%0.29%0.37%Q4 2014Q1 20166
AXP AMERICAN EXPRESS CO660.15%0.18%0.21%Q4 2014Q1 20166
VOO VANGUARD INDEX FDS510.12%0.13%0.18%Q1 2022Q3 20236
VTEB VANGUARD MUN BD FDS550.94%1.10%1.24%Q3 2022Q3 20235
BSV VANGUARD BD INDEX FDS550.39%0.70%1.36%Q3 2022Q3 20235
EAGG ISHARES TR550.18%0.26%0.32%Q3 2022Q3 20235
BLV VANGUARD BD INDEX FDS550.11%0.12%0.13%Q3 2022Q3 20235
GOOGL GOOGLE INC440.68%0.93%1.44%Q4 2014Q3 20154
MUR MURPHY OIL CORP440.50%0.77%0.91%Q4 2014Q3 20154
APA APACHE CORP440.35%0.58%0.70%Q4 2014Q3 20154
EEM ISHARES TR440.22%0.24%0.25%Q4 2014Q3 20154
CE CELANESE CORP DEL440.11%0.13%0.16%Q4 2022Q3 20234
AZN ASTRAZENECA PLC440.12%0.13%0.14%Q4 2017Q3 20184
GS GOLDMAN SACHS GROUP INC440.11%0.11%0.12%Q1 2021Q4 20214
SRCL STERICYCLE INC440.09%0.10%0.10%Q4 2020Q3 20214
COGNITION THERAPEUTICS...440.02%0.03%0.03%Q4 2022Q3 20234
GOOG GOOGLE INC330.40%0.54%0.62%Q4 2014Q2 20153
VWO VANGUARD INTL EQUITY I...210.16%0.38%0.62%Q3 2022Q3 20233
IVE ISHARES TR220.34%0.34%0.35%Q4 2014Q1 20152
CMF ISHARES TR220.23%0.23%0.23%Q2 2023Q3 20232
CL COLGATE PALMOLIVE CO220.16%0.16%0.16%Q4 2014Q1 20152
SPWR SUNPOWER CORP110.14%0.15%0.17%Q2 2015Q4 20152
PCQ PIMCO CA MUNICIPAL INC...220.10%0.10%0.10%Q4 2014Q1 20152
MS MORGAN STANLEY110.09%0.09%0.10%Q2 2021Q4 20212
UNP UNION PAC CORP220.09%0.09%0.09%Q2 2023Q3 20232
GOOG ALPHABET INC220.09%0.09%0.09%Q4 2021Q1 20222
GDF WESTERN ASSET GLB PTNR...220.08%0.09%0.09%Q4 2014Q1 20152
VEA VANGUARD TAX-MANAGED FDS111.66%1.66%1.66%Q3 2022Q3 20221
DPS DR PEPPER SNAPPLE GROU...110.20%0.20%0.20%Q4 2014Q4 20141
LOW LOWES COS INC110.16%0.16%0.16%Q4 2014Q4 20141
DRI DARDEN RESTAURANTS INC110.13%0.13%0.13%Q4 2014Q4 20141
IWS ISHARES TR110.12%0.12%0.12%Q4 2021Q4 20211
IWP ISHARES TR110.10%0.10%0.10%Q4 2021Q4 20211
USHY ISHARES TR110.10%0.10%0.10%Q3 2023Q3 20231
HD HOME DEPOT INC110.09%0.09%0.09%Q4 2021Q4 20211
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The securities at the top of the list , including ISHARES TR, ISHARES TR, and SPDR S&P 500 ETF TR, are the highest-conviction holdings of Neumann Capital Management, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Neumann Capital Management, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Neumann Capital Management, LLC owns currently or has owned in the past.