Gitterman Wealth Management
Latest statistics and disclosures from Gitterman Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VGIT, GRID, BIL, IYW, AAPL, and represent 74.64% of Gitterman Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VGIT (+$54M), IYW (+$9.4M), GRID (+$6.9M), VTI, XOM, MMM, EBAY, BK, KR, AKAM.
- Started 41 new stock positions in WM, ZWS, GS, CVS, AON, LOW, AMAT, WAB, VTI, IEX.
- Reduced shares in these 10 stocks: VGSH (-$103M), PAYX, , ESGU, , NDAQ, , TJX, SBUX, CSX.
- Sold out of its positions in ABBV, ADBE, WRB, CI, CSX, COF, CTAS, CTSH, DIS, EMR. HLT, IEFA, ESGU, LH, MA, PAYX, REGN, RTO, TJX, TRV, TSN, VMI, ACN.
- Gitterman Wealth Management was a net seller of stock by $-29M.
- Gitterman Wealth Management has $240M in assets under management (AUM), dropping by -7.55%.
- Central Index Key (CIK): 0001861558
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Portfolio Holdings for Gitterman Wealth Management
Gitterman Wealth Management holds 127 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 44.9 | $108M | +99% | 1.8M | 60.42 |
|
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 12.1 | $29M | +31% | 227k | 127.25 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 10.4 | $25M | 272k | 91.81 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 3.9 | $9.4M | NEW | 62k | 151.63 |
|
| Apple (AAPL) | 3.3 | $8.0M | -2% | 35k | 233.01 |
|
| Microsoft Corporation (MSFT) | 2.1 | $5.1M | 12k | 430.36 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 1.8 | $4.2M | 7.3k | 576.82 |
|
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| Johnson & Johnson (JNJ) | 1.0 | $2.4M | 15k | 162.06 |
|
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| Novo-nordisk A S Adr (NVO) | 1.0 | $2.3M | 19k | 119.07 |
|
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| Nextera Energy (NEE) | 0.7 | $1.8M | 21k | 84.54 |
|
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| International Business Machines (IBM) | 0.7 | $1.7M | 7.9k | 221.08 |
|
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| UnitedHealth (UNH) | 0.6 | $1.5M | 2.6k | 584.68 |
|
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.5M | NEW | 5.2k | 283.16 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.5M | +6% | 8.9k | 165.85 |
|
| RBB Us Treas 3 Mnth (TBIL) | 0.5 | $1.2M | 25k | 50.04 |
|
|
| Northrop Grumman Corporation (NOC) | 0.4 | $982k | 1.9k | 528.07 |
|
|
| Aaon Com Par $0.004 (AAON) | 0.4 | $971k | 9.0k | 107.84 |
|
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| Exxon Mobil Corporation (XOM) | 0.4 | $874k | NEW | 7.5k | 117.21 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $751k | 4.5k | 167.19 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $727k | 1.6k | 460.26 |
|
|
| Xylem (XYL) | 0.3 | $720k | +9% | 5.3k | 135.04 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $691k | 1.00 | 691180.00 |
|
|
| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.3 | $689k | 30k | 22.70 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $650k | 1.7k | 375.38 |
|
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| Honeywell International (HON) | 0.3 | $626k | 3.0k | 206.70 |
|
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| Costco Wholesale Corporation (COST) | 0.2 | $534k | 602.00 | 886.52 |
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| At&t (T) | 0.2 | $514k | -13% | 23k | 22.00 |
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| American Water Works (AWK) | 0.2 | $507k | 3.5k | 146.28 |
|
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| Amazon (AMZN) | 0.2 | $496k | 2.7k | 186.33 |
|
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| Procter & Gamble Company (PG) | 0.2 | $494k | 2.9k | 173.18 |
|
|
| Ptc (PTC) | 0.2 | $492k | +83% | 2.7k | 180.63 |
|
| Kkr & Co (KKR) | 0.2 | $464k | 3.6k | 130.58 |
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|
| Core & Main Cl A (CNM) | 0.2 | $463k | +35% | 10k | 44.40 |
|
| American Express Company (AXP) | 0.2 | $457k | 1.7k | 271.20 |
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| Home Depot (HD) | 0.2 | $456k | +46% | 1.1k | 405.60 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $435k | 892.00 | 488.07 |
|
|
| Pentair SHS (PNR) | 0.2 | $433k | +5% | 4.4k | 97.78 |
|
| 3M Company (MMM) | 0.2 | $426k | NEW | 3.1k | 136.78 |
|
| Stantec (STN) | 0.2 | $422k | +19% | 5.2k | 80.41 |
|
| Primo Water (PRMW) | 0.2 | $390k | +4% | 15k | 25.25 |
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| Tetra Tech (TTEK) | 0.2 | $376k | +358% | 8.0k | 47.16 |
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| Veralto Corp Com Shs (VLTO) | 0.2 | $376k | +3% | 3.4k | 111.92 |
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| eBay (EBAY) | 0.2 | $370k | NEW | 5.7k | 65.15 |
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| Essential Utils (WTRG) | 0.1 | $356k | +3% | 9.2k | 38.57 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $354k | 3.1k | 114.98 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $345k | NEW | 4.8k | 71.88 |
|
| Deere & Company (DE) | 0.1 | $341k | 818.00 | 417.33 |
|
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| Lennox International (LII) | 0.1 | $340k | +2% | 561.00 | 605.40 |
|
| A. O. Smith Corporation (AOS) | 0.1 | $337k | -7% | 3.8k | 89.85 |
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| Jacobs Engineering Group (J) | 0.1 | $332k | +12% | 2.5k | 130.95 |
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| Kroger (KR) | 0.1 | $328k | NEW | 5.7k | 57.32 |
|
| SYSCO Corporation (SYY) | 0.1 | $328k | +24% | 4.2k | 78.08 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $326k | 1.5k | 210.86 |
|
|
| RPM International (RPM) | 0.1 | $326k | +2% | 2.7k | 120.98 |
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| Intercontinental Hotels Grou Sponsored Ads (IHG) | 0.1 | $324k | 2.9k | 110.52 |
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| Akamai Technologies (AKAM) | 0.1 | $323k | NEW | 3.2k | 100.95 |
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| IDEX Corporation (IEX) | 0.1 | $319k | NEW | 1.5k | 214.65 |
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| Boston Scientific Corporation (BSX) | 0.1 | $318k | NEW | 3.8k | 83.80 |
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| Wabtec Corporation (WAB) | 0.1 | $317k | NEW | 1.7k | 181.82 |
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| Hartford Financial Services (HIG) | 0.1 | $317k | NEW | 2.7k | 117.61 |
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| Hp (HPQ) | 0.1 | $302k | NEW | 8.4k | 35.87 |
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| Prudential Financial (PRU) | 0.1 | $302k | NEW | 2.5k | 121.22 |
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| McDonald's Corporation (MCD) | 0.1 | $298k | -51% | 979.00 | 304.51 |
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| AmerisourceBergen (COR) | 0.1 | $297k | -2% | 1.3k | 225.28 |
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| CVS Caremark Corporation (CVS) | 0.1 | $295k | NEW | 4.7k | 62.86 |
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| Eli Lilly & Co. (LLY) | 0.1 | $294k | 332.00 | 885.11 |
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| Raymond James Financial (RJF) | 0.1 | $289k | NEW | 2.4k | 122.46 |
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| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.1 | $288k | +2% | 140k | 2.06 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $286k | 1.5k | 192.74 |
|
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| Chipotle Mexican Grill (CMG) | 0.1 | $285k | -20% | 4.9k | 57.62 |
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| Axon Enterprise (AXON) | 0.1 | $280k | 700.00 | 399.59 |
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| Pool Corporation (POOL) | 0.1 | $279k | NEW | 737.00 | 378.35 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $277k | -99% | 4.7k | 59.02 |
|
| Sba Communications Corp Cl A (SBAC) | 0.1 | $276k | -6% | 1.1k | 240.47 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $276k | -2% | 1.6k | 173.75 |
|
| Ameriprise Financial (AMP) | 0.1 | $272k | NEW | 579.00 | 470.03 |
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| Sap Se Spon Adr (SAP) | 0.1 | $270k | 1.2k | 229.37 |
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| Visa Com Cl A (V) | 0.1 | $267k | 969.00 | 275.46 |
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| Servicenow (NOW) | 0.1 | $261k | 292.00 | 894.41 |
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| Goldman Sachs (GS) | 0.1 | $260k | NEW | 524.00 | 495.68 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $258k | 442.00 | 584.56 |
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| AutoZone (AZO) | 0.1 | $258k | NEW | 82.00 | 3150.00 |
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| M&T Bank Corporation (MTB) | 0.1 | $248k | 1.4k | 178.35 |
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| Equinix (EQIX) | 0.1 | $248k | +4% | 277.00 | 894.30 |
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| AFLAC Incorporated (AFL) | 0.1 | $247k | NEW | 2.2k | 111.82 |
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| Perimeter Solutions Sa Common Stock (PRM) | 0.1 | $247k | +4% | 18k | 13.45 |
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| Morgan Stanley Com New (MS) | 0.1 | $247k | 2.4k | 104.24 |
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| Wintrust Financial Corporation (WTFC) | 0.1 | $245k | 2.3k | 108.51 |
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| Synchrony Financial (SYF) | 0.1 | $240k | NEW | 4.8k | 49.90 |
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| Fmc Corp Com New (FMC) | 0.1 | $236k | NEW | 3.6k | 65.95 |
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| S&p Global (SPGI) | 0.1 | $236k | 457.00 | 516.76 |
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| Dr Reddys Labs Adr (RDY) | 0.1 | $236k | 3.0k | 79.51 |
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| Lowe's Companies (LOW) | 0.1 | $234k | NEW | 862.00 | 271.10 |
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| Bristol Myers Squibb (BMY) | 0.1 | $230k | -52% | 4.4k | 51.75 |
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| Starbucks Corporation (SBUX) | 0.1 | $230k | -60% | 2.4k | 97.49 |
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| Catalent (CTLT) | 0.1 | $230k | NEW | 3.8k | 60.57 |
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| Illinois Tool Works (ITW) | 0.1 | $230k | NEW | 877.00 | 262.06 |
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| Waste Management (WM) | 0.1 | $229k | NEW | 1.1k | 207.69 |
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| Consolidated Edison (ED) | 0.1 | $229k | NEW | 2.2k | 104.13 |
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| Merck & Co (MRK) | 0.1 | $228k | 2.0k | 113.64 |
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| Latham Group (SWIM) | 0.1 | $228k | +2% | 34k | 6.80 |
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| Boeing Company (BA) | 0.1 | $228k | 1.5k | 152.04 |
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| Select Water Solutions Cl A Com (WTTR) | 0.1 | $228k | -9% | 20k | 11.13 |
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| Automatic Data Processing (ADP) | 0.1 | $226k | -20% | 813.00 | 277.78 |
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| Tyler Technologies (TYL) | 0.1 | $225k | NEW | 385.00 | 583.74 |
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| National Grid Sponsored Adr Ne (NGG) | 0.1 | $223k | -17% | 3.2k | 69.65 |
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| NetApp (NTAP) | 0.1 | $221k | 1.8k | 123.61 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $219k | 1.1k | 206.57 |
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| Applied Materials (AMAT) | 0.1 | $218k | NEW | 1.1k | 202.12 |
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| Aon Shs Cl A (AON) | 0.1 | $215k | NEW | 622.00 | 345.99 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $215k | 4.8k | 45.18 |
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| Hubbell (HUBB) | 0.1 | $215k | NEW | 501.00 | 428.56 |
|
| Nasdaq Omx (NDAQ) | 0.1 | $213k | -64% | 2.9k | 73.04 |
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| Danaher Corporation (DHR) | 0.1 | $213k | NEW | 765.00 | 278.29 |
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| Zurn Water Solutions Corp Zws (ZWS) | 0.1 | $211k | NEW | 5.9k | 35.94 |
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| Roper Industries (ROP) | 0.1 | $211k | 378.00 | 557.02 |
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| Eagle Materials (EXP) | 0.1 | $210k | NEW | 730.00 | 288.19 |
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| ICU Medical, Incorporated (ICUI) | 0.1 | $209k | NEW | 1.1k | 182.14 |
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| Advanced Drain Sys Inc Del (WMS) | 0.1 | $206k | NEW | 1.3k | 157.43 |
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| Great Lakes Dredge & Dock Corporation (GLDD) | 0.1 | $206k | -14% | 20k | 10.53 |
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| Lindsay Corporation (LNN) | 0.1 | $206k | NEW | 1.7k | 124.60 |
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| Orix Corp Sponsored Adr (IX) | 0.1 | $205k | NEW | 1.8k | 116.12 |
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| Autodesk (ADSK) | 0.1 | $203k | NEW | 737.00 | 275.28 |
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| NVIDIA Corporation (NVDA) | 0.1 | $202k | 1.7k | 121.44 |
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| Pearson Sponsored Adr (PSO) | 0.1 | $192k | NEW | 14k | 13.57 |
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| Telefonica S A Sponsored Adr (TEF) | 0.1 | $185k | 38k | 4.86 |
|
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| Wipro Spon Adr 1 Sh (WIT) | 0.1 | $155k | 24k | 6.48 |
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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 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
- Gitterman Wealth Management 2021 Q2 filed July 30, 2021
- Gitterman Wealth Management 2021 Q1 filed May 14, 2021