Portfolio (Quarterly)
Guide ↗
Neumann Capital Management, LLC
· CIK 0001631930| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | Technology | 156,781 | $27.3M | 8.05% | SOLD |
| 2 | IEFA | ISHARES TR | — | 297,483 | $26.9M | 7.93% | SOLD |
| 3 | AAPL | APPLE INC | Technology | 75,624 | $19.2M | 5.65% | SOLD |
| 4 | IEMG | ISHARES INC | — | 230,152 | $16.1M | 4.73% | SOLD |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 23,409 | $15.2M | 4.48% | SOLD |
| 6 | GOOGL | ALPHABET INC | Communication Services | 40,112 | $11.5M | 3.40% | SOLD |
| 7 | ORCL | ORACLE CORP | Technology | 69,533 | $10.2M | 3.01% | SOLD |
| 8 | DGS | WISDOMTREE TR | — | 157,417 | $9.5M | 2.79% | SOLD |
| 9 | DLS | WISDOMTREE TR | — | 66,219 | $5.4M | 1.59% | SOLD |
| 10 | BAC | BANK AMERICA CORP | Financial Services | 100,086 | $4.9M | 1.44% | SOLD |
| 11 | BNDX | VANGUARD CHARLOTTE FDS | — | 97,073 | $4.7M | 1.37% | SOLD |
| 12 | SDY | SPDR SERIES TRUST | — | 28,688 | $4.2M | 1.23% | SOLD |
| 13 | GM | GENERAL MTRS CO | Consumer Cyclical | 50,330 | $3.7M | 1.10% | SOLD |
| 14 | EAGG | ISHARES TR | — | 66,870 | $3.2M | 0.94% | SOLD |
| 15 | CHRW | C H ROBINSON WORLDWIDE IN | Industrials | 18,640 | $3.1M | 0.91% | SOLD |
| 16 | ESGD | ISHARES TR | — | 30,750 | $2.9M | 0.87% | SOLD |
| 17 | JPM | JPMORGAN CHASE & CO | Financial Services | 9,786 | $2.9M | 0.85% | SOLD |
| 18 | AMZN | AMAZON COM INC | Consumer Cyclical | 13,000 | $2.7M | 0.80% | SOLD |
| 19 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 41,057 | $2.1M | 0.61% | SOLD |
| 20 | ALL | ALLSTATE CORP | Financial Services | 9,786 | $2.0M | 0.60% | SOLD |
Sector Allocation
Healthcare
48.2%
Technology
11.5%
Utilities
10.3%
Financial Services
10.1%
Industrials
9.9%
Energy
6.8%
Communication Services
2.3%
Consumer Cyclical
0.9%