Gitterman Wealth Management
Latest statistics and disclosures from Gitterman Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VGIT, VOO, QLTY, BIL, GRID, and represent 63.67% of Gitterman Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: BIL, MSFT, VGIT, NVDA, AAPL, AMZN, AVGO, META, WTRG, AWK.
- Started 4 new stock positions in ORI, ADI, CVX, TFC.
- Reduced shares in these 10 stocks: GRID, AGG, , ADSK, NDAQ, SBUX, GLD, AZO, SJM, CB.
- Sold out of its positions in T, ABT, ABBV, ADBE, ACM, ARE, BABA, ALL, COR, AMP.
- Gitterman Wealth Management was a net seller of stock by $-15M.
- Gitterman Wealth Management has $437M in assets under management (AUM), dropping by 1.70%.
- Central Index Key (CIK): 0001861558
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Portfolio Holdings for Gitterman Wealth Management
Gitterman Wealth Management holds 128 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 19.3 | $84M | 1.4M | 60.03 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 13.7 | $60M | 97k | 612.41 |
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| 2023 Etf Series Trust Ii Gmo Us Quality E (QLTY) | 13.5 | $59M | 1.6M | 36.19 |
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 8.9 | $39M | +4% | 425k | 91.75 |
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| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 8.3 | $36M | -2% | 241k | 151.08 |
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| Spdr Gold Tr Gold Shs (GLD) | 6.4 | $28M | 78k | 355.47 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 6.1 | $27M | 369k | 72.11 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 4.0 | $18M | 443k | 39.61 |
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| Apple (AAPL) | 2.1 | $9.2M | +9% | 36k | 254.63 |
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| Microsoft Corporation (MSFT) | 1.6 | $6.9M | +18% | 13k | 517.96 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.2 | $5.3M | -4% | 16k | 328.16 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $4.9M | 7.4k | 669.30 |
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| Johnson & Johnson (JNJ) | 0.6 | $2.6M | 14k | 185.42 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $2.4M | +20% | 9.8k | 243.11 |
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| Nextera Energy (NEE) | 0.5 | $2.2M | +6% | 29k | 75.49 |
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| NVIDIA Corporation (NVDA) | 0.4 | $1.5M | +109% | 8.2k | 186.58 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.5M | +29% | 6.0k | 243.56 |
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| Northrop Grumman Corporation (NOC) | 0.3 | $1.1M | 1.9k | 609.32 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $1.1M | +31% | 9.9k | 112.74 |
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| Amazon (AMZN) | 0.2 | $1.1M | +105% | 4.9k | 219.57 |
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| Veralto Corp Com Shs (VLTO) | 0.2 | $1.1M | +68% | 10k | 106.62 |
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| Xylem (XYL) | 0.2 | $1.0M | +17% | 7.0k | 147.49 |
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| Tetra Tech (TTEK) | 0.2 | $1.0M | +63% | 30k | 33.38 |
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| UnitedHealth (UNH) | 0.2 | $1.0M | +12% | 2.9k | 345.30 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $989k | 2.1k | 468.41 |
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| Essential Utils (WTRG) | 0.2 | $955k | +100% | 24k | 39.90 |
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| Companhia De Saneamento Basi Sponsored Adr (SBS) | 0.2 | $953k | +60% | 38k | 24.89 |
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| RBB Us Treas 3 Mnth (TBIL) | 0.2 | $928k | +13% | 19k | 50.00 |
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| American Water Works (AWK) | 0.2 | $918k | +96% | 6.6k | 139.18 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $894k | -5% | 16k | 55.49 |
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| Pentair SHS (PNR) | 0.2 | $871k | +56% | 7.9k | 110.77 |
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| Aaon Com Par $0.004 (AAON) | 0.2 | $848k | -4% | 9.1k | 93.45 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $829k | 2.6k | 315.51 |
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| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.2 | $825k | +7% | 37k | 22.45 |
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| Honeywell International (HON) | 0.2 | $792k | +31% | 3.8k | 210.50 |
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| International Business Machines (IBM) | 0.2 | $760k | +30% | 2.7k | 282.17 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $754k | 1.00 | 754200.00 |
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| Stantec (STN) | 0.2 | $743k | +31% | 6.9k | 107.78 |
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| Core & Main Cl A (CNM) | 0.2 | $723k | +31% | 13k | 53.83 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $713k | -22% | 1.4k | 502.74 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $585k | +30% | 5.9k | 99.81 |
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| Meta Platforms Cl A (META) | 0.1 | $581k | +469% | 791.00 | 734.46 |
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| Procter & Gamble Company (PG) | 0.1 | $576k | +26% | 3.8k | 153.64 |
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| Advanced Drain Sys Inc Del (WMS) | 0.1 | $573k | +63% | 4.1k | 138.71 |
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| Broadcom (AVGO) | 0.1 | $557k | +1250% | 1.7k | 330.00 |
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| Latham Group (SWIM) | 0.1 | $554k | +134% | 73k | 7.61 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $510k | +9% | 1.8k | 279.53 |
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| Consolidated Edison (ED) | 0.1 | $505k | +125% | 5.0k | 100.52 |
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| Home Depot (HD) | 0.1 | $495k | +147% | 1.2k | 405.19 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $477k | 794.00 | 600.37 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $475k | +36% | 1.5k | 326.36 |
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| California Water Service (CWT) | 0.1 | $473k | +131% | 10k | 45.89 |
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| Jacobs Engineering Group (J) | 0.1 | $467k | +14% | 3.1k | 149.82 |
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| Select Water Solutions Cl A Com (WTTR) | 0.1 | $464k | +176% | 43k | 10.69 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $463k | +9% | 3.6k | 128.25 |
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| Kkr & Co (KKR) | 0.1 | $462k | 3.6k | 129.95 |
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| SJW (HTO) | 0.1 | $460k | +194% | 9.4k | 48.69 |
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| Wal-Mart Stores (WMT) | 0.1 | $438k | +228% | 4.2k | 103.06 |
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| Deere & Company (DE) | 0.1 | $437k | -21% | 955.00 | 457.27 |
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| Tesla Motors (TSLA) | 0.1 | $432k | +729% | 971.00 | 444.72 |
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| Vulcan Materials Company (VMC) | 0.1 | $419k | +159% | 1.4k | 307.62 |
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| American States Water Company (AWR) | 0.1 | $413k | +116% | 5.6k | 73.35 |
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| American Express Company (AXP) | 0.1 | $386k | 1.2k | 332.16 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $380k | +9% | 5.4k | 70.99 |
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| Morgan Stanley Com New (MS) | 0.1 | $376k | -2% | 2.4k | 158.96 |
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| Goldman Sachs (GS) | 0.1 | $368k | +842% | 462.00 | 796.81 |
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| Sap Se Spon Adr (SAP) | 0.1 | $365k | +10% | 1.4k | 267.76 |
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| Oracle Corporation (ORCL) | 0.1 | $364k | +439% | 1.3k | 281.24 |
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| Ormat Technologies (ORA) | 0.1 | $355k | +26% | 3.7k | 96.27 |
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| Costco Wholesale Corporation (COST) | 0.1 | $350k | -11% | 378.00 | 925.12 |
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| Lindsay Corporation (LNN) | 0.1 | $349k | +38% | 2.5k | 140.54 |
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| Ge Aerospace Com New (GE) | 0.1 | $348k | +192% | 1.2k | 300.82 |
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| Valmont Industries (VMI) | 0.1 | $345k | +124% | 888.00 | 388.59 |
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| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.1 | $340k | +9% | 161k | 2.11 |
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| Eli Lilly & Co. (LLY) | 0.1 | $333k | +30% | 436.00 | 763.00 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $331k | +4% | 1.6k | 206.84 |
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| National Grid Sponsored Adr Ne (NGG) | 0.1 | $329k | +28% | 4.5k | 72.68 |
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| Firstservice Corp (FSV) | 0.1 | $327k | +17% | 1.7k | 190.68 |
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| Global Wtr Res (GWRS) | 0.1 | $325k | +181% | 32k | 10.30 |
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| Pepsi (PEP) | 0.1 | $320k | +137% | 2.3k | 140.49 |
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| Old Republic International Corporation (ORI) | 0.1 | $310k | NEW | 7.3k | 42.47 |
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| Comfort Systems USA (FIX) | 0.1 | $310k | +93% | 375.00 | 825.48 |
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| Sba Communications Corp Cl A (SBAC) | 0.1 | $307k | +34% | 1.6k | 193.26 |
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| Rbc Cad (RY) | 0.1 | $307k | +9% | 2.1k | 147.33 |
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| Verizon Communications (VZ) | 0.1 | $303k | -41% | 6.9k | 43.95 |
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| McDonald's Corporation (MCD) | 0.1 | $298k | -45% | 979.00 | 303.89 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $296k | -2% | 3.9k | 76.00 |
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| Consolidated Water Ord (CWCO) | 0.1 | $294k | +126% | 8.3k | 35.28 |
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| Intercontinental Hotels Grou Sponsored Ads (IHG) | 0.1 | $293k | +10% | 2.4k | 121.25 |
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| Kb Finl Group Sponsored Adr (KB) | 0.1 | $290k | +9% | 3.5k | 82.89 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $289k | -10% | 507.00 | 569.80 |
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| Visa Com Cl A (V) | 0.1 | $288k | -19% | 841.00 | 342.65 |
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| Sprott Fds Tr Uranium Miners E (URNM) | 0.1 | $284k | 4.7k | 60.43 |
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| Analog Devices (ADI) | 0.1 | $280k | NEW | 1.1k | 245.71 |
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| American Tower Reit (AMT) | 0.1 | $276k | +48% | 1.4k | 192.37 |
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| Equinix (EQIX) | 0.1 | $276k | +34% | 352.00 | 783.93 |
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| Masco Corporation (MAS) | 0.1 | $272k | +126% | 3.9k | 70.39 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $266k | 865.00 | 307.86 |
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| Modine Manufacturing (MOD) | 0.1 | $261k | -21% | 1.8k | 142.16 |
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| Sk Telecom Sponsored Adr (SKM) | 0.1 | $259k | +10% | 12k | 21.60 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $258k | -11% | 3.0k | 87.30 |
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| York Water Company (YORW) | 0.1 | $257k | +120% | 8.4k | 30.42 |
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| Ge Vernova (GEV) | 0.1 | $255k | +322% | 414.00 | 614.94 |
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| Uber Technologies (UBER) | 0.1 | $245k | 2.5k | 97.97 |
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| Dr Reddys Labs Adr (RDY) | 0.1 | $245k | +10% | 18k | 13.98 |
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| Lennar Corp Cl A (LEN) | 0.1 | $242k | +763% | 1.9k | 126.04 |
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| Ecolab (ECL) | 0.1 | $241k | +79% | 878.00 | 274.41 |
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| Bunge Global Sa Com Shs (BG) | 0.1 | $240k | +24% | 3.0k | 81.31 |
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| A. O. Smith Corporation (AOS) | 0.1 | $238k | +127% | 3.2k | 73.40 |
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| Truist Financial Corp equities (TFC) | 0.1 | $235k | NEW | 5.1k | 45.72 |
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| Rollins (ROL) | 0.1 | $235k | +8% | 4.0k | 58.78 |
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| Pearson Sponsored Adr (PSO) | 0.1 | $233k | +8% | 16k | 14.16 |
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| Ingersoll Rand (IR) | 0.1 | $233k | +5766% | 2.8k | 82.62 |
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| Artesian Res Corp Cl A (ARTNA) | 0.1 | $233k | +122% | 7.1k | 32.59 |
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| Perimeter Solutions Common Stock (PRM) | 0.1 | $232k | -20% | 10k | 22.39 |
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| Telefonica S A Sponsored Adr (TEF) | 0.1 | $226k | +9% | 45k | 5.08 |
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| Chevron Corporation (CVX) | 0.1 | $224k | NEW | 1.4k | 155.29 |
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| Aon Shs Cl A (AON) | 0.1 | $222k | 622.00 | 356.58 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $221k | 462.00 | 479.09 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $221k | 442.00 | 499.21 |
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| Cisco Systems (CSCO) | 0.1 | $221k | -55% | 3.2k | 68.42 |
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| Axon Enterprise (AXON) | 0.1 | $220k | -46% | 307.00 | 717.64 |
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| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.0 | $211k | +9% | 4.2k | 50.35 |
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| Capital One Financial (COF) | 0.0 | $210k | +255% | 987.00 | 212.58 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $203k | 1.4k | 142.08 |
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| Danaher Corporation (DHR) | 0.0 | $202k | -6% | 1.0k | 198.54 |
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| Philip Morris International (PM) | 0.0 | $201k | 1.2k | 162.22 |
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| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $141k | +5% | 54k | 2.63 |
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Past Filings by Gitterman Wealth Management
SEC 13F filings are viewable for Gitterman Wealth Management going back to 2021
- Gitterman Wealth Management 2025 Q3 filed Nov. 4, 2025
- Gitterman Wealth Management 2025 Q2 filed Aug. 12, 2025
- Gitterman Wealth Management 2025 Q1 filed May 14, 2025
- Gitterman Wealth Management 2024 Q4 filed Feb. 10, 2025
- Gitterman Wealth Management 2024 Q3 filed Nov. 13, 2024
- Gitterman Wealth Management 2024 Q2 filed Aug. 12, 2024
- Gitterman Wealth Management 2024 Q1 filed May 8, 2024
- Gitterman Wealth Management 2023 Q3 filed Nov. 2, 2023
- Gitterman Wealth Management 2023 Q2 filed Aug. 8, 2023
- Gitterman Wealth Management 2023 Q1 filed May 12, 2023
- Gitterman Wealth Management 2022 Q4 filed Feb. 13, 2023
- Gitterman Wealth Management 2022 Q3 filed Oct. 27, 2022
- Gitterman Wealth Management 2022 Q2 filed Aug. 3, 2022
- Gitterman Wealth Management 2022 Q1 filed May 12, 2022
- Gitterman Wealth Management 2021 Q4 filed Feb. 1, 2022
- Gitterman Wealth Management 2021 Q3 filed Nov. 9, 2021