Gitterman Wealth Management

Latest statistics and disclosures from Gitterman Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Gitterman Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Gitterman Wealth Management

Gitterman Wealth Management holds 83 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Short Term Treas (VGSH) 44.4 $94M 1.6M 57.60
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 33.6 $71M 1.2M 57.15
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Apple (AAPL) 2.9 $6.0M +3% 35k 171.21
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Microsoft Corporation (MSFT) 2.0 $4.1M +6% 13k 315.77
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Ishares Tr Core S&p500 Etf (IVV) 1.5 $3.1M -10% 7.2k 429.44
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Johnson & Johnson (JNJ) 1.2 $2.6M -11% 17k 155.75
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Novo-nordisk A S Adr (NVO) 1.0 $2.1M +100% 23k 90.94
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Alphabet Cap Stk Cl A (GOOGL) 0.8 $1.8M +15% 14k 130.86
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Aaon Com Par $0.004 (AAON) 0.7 $1.5M +50% 27k 56.87
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UnitedHealth (UNH) 0.6 $1.3M 2.6k 504.19
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Nushares Etf Tr Nuveen Esg Us (NUBD) 0.6 $1.2M +3% 59k 21.10
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International Business Machines (IBM) 0.5 $1.1M 8.2k 140.30
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Alphabet Cap Stk Cl C (GOOG) 0.5 $1.1M 8.1k 131.85
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Nextera Energy (NEE) 0.4 $903k +4% 16k 57.29
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Northrop Grumman Corporation (NOC) 0.4 $822k 1.9k 440.19
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $623k 1.8k 350.30
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Honeywell International (HON) 0.3 $586k 3.2k 184.73
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Mastercard Incorporated Cl A (MA) 0.3 $560k +3% 1.4k 396.07
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American Express Company (AXP) 0.3 $548k 3.7k 149.19
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $532k 1.00 531477.00
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Eli Lilly & Co. (LLY) 0.2 $494k NEW 920.00 537.05
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Verisk Analytics (VRSK) 0.2 $458k NEW 1.9k 236.33
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JPMorgan Chase & Co. (JPM) 0.2 $451k 3.1k 145.02
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $438k -17% 1.6k 265.99
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Procter & Gamble Company (PG) 0.2 $430k 2.9k 145.84
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Autodesk (ADSK) 0.2 $400k NEW 1.9k 206.80
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Starbucks Corporation (SBUX) 0.2 $383k 4.2k 91.27
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Xylem (XYL) 0.2 $370k +93% 4.1k 91.01
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Danaher Corporation (DHR) 0.2 $360k -8% 1.4k 248.15
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Costco Wholesale Corporation (COST) 0.2 $340k 602.00 564.96
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Amazon (AMZN) 0.2 $338k 2.7k 127.12
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Ansys (ANSS) 0.2 $331k NEW 1.1k 297.55
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Regeneron Pharmaceuticals (REGN) 0.2 $327k NEW 397.00 823.00
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Nike CL B (NKE) 0.1 $313k NEW 3.3k 95.62
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Deere & Company (DE) 0.1 $309k 818.00 377.38
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Humana (HUM) 0.1 $300k NEW 616.00 486.53
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Aon Shs Cl A (AON) 0.1 $300k -45% 924.00 324.34
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Avery Dennison Corporation (AVY) 0.1 $290k +11% 1.6k 182.91
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Stantec (STN) 0.1 $290k -4% 4.5k 64.89
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $279k NEW 909.00 307.30
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Automatic Data Processing (ADP) 0.1 $272k +5% 1.1k 240.70
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Boeing Company (BA) 0.1 $268k 1.4k 191.68
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $263k -26% 735.00 358.27
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S&p Global (SPGI) 0.1 $261k NEW 715.00 365.52
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Watsco, Incorporated (WSO) 0.1 $261k 691.00 377.24
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Exelon Corporation (EXC) 0.1 $259k NEW 6.8k 37.80
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McDonald's Corporation (MCD) 0.1 $258k -10% 979.00 263.44
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American Water Works (AWK) 0.1 $253k +3% 2.0k 123.77
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $253k -2% 2.9k 86.90
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Nordson Corporation (NDSN) 0.1 $253k NEW 1.1k 223.25
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Amphenol Corp Cl A (APH) 0.1 $250k -6% 3.0k 84.03
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Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.1 $244k +8% 101k 2.42
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Lennox International (LII) 0.1 $244k NEW 650.00 374.62
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First Solar (FSLR) 0.1 $238k NEW 1.5k 161.59
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Novartis Sponsored Adr (NVS) 0.1 $233k +7% 2.3k 101.83
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Gartner (IT) 0.1 $227k +10% 661.00 343.60
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Zurn Water Solutions Corp Zws (ZWS) 0.1 $227k -13% 8.1k 28.02
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Pentair SHS (PNR) 0.1 $223k -9% 3.4k 64.76
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Hershey Company (HSY) 0.1 $222k NEW 1.1k 200.20
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Rentokil Initial Sponsored Adr (RTO) 0.1 $221k +8% 6.0k 37.05
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Essential Utils (WTRG) 0.1 $221k NEW 6.4k 34.34
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Universal Hlth Svcs CL B (UHS) 0.1 $219k NEW 1.7k 125.76
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Kkr & Co (KKR) 0.1 $219k NEW 3.6k 61.60
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Tetra Tech (TTEK) 0.1 $218k +3% 1.4k 152.10
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Pool Corporation (POOL) 0.1 $215k -10% 603.00 357.04
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $215k NEW 537.00 399.46
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DaVita (DVA) 0.1 $212k NEW 2.2k 94.53
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4068594 Enphase Energy (ENPH) 0.1 $205k NEW 1.7k 120.15
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Primo Water (PRMW) 0.1 $204k NEW 15k 13.80
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $202k -34% 3.1k 64.34
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Intel Corporation (INTC) 0.1 $201k -18% 5.7k 35.55
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Wal-Mart Stores (WMT) 0.1 $201k NEW 1.3k 159.93
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Sirius Xm Holdings (SIRI) 0.1 $162k 36k 4.52
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Lloyds Banking Group Sponsored Adr (LYG) 0.1 $154k +6% 73k 2.13
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Select Water Solutions Cl A Com (WTTR) 0.1 $147k 19k 7.95
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Telefonica S A Sponsored Adr (TEF) 0.1 $145k +9% 36k 4.07
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Companhia De Saneamento Basi Sponsored Adr (SBS) 0.1 $138k +2% 11k 12.12
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Wipro Spon Adr 1 Sh (WIT) 0.1 $110k +7% 23k 4.84
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Portage Fintech Acquisitn Unit 07/08/2026 (PFTAU) 0.0 $105k 10k 10.47
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Great Lakes Dredge & Dock Corporation (GLDD) 0.0 $104k +9% 13k 7.97
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Perimeter Solutions Sa Common Stock (PRM) 0.0 $82k +53% 18k 4.54
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Latham Group (SWIM) 0.0 $37k NEW 13k 2.80
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Rigetti Computing Common Stock (RGTI) 0.0 $27k NEW 20k 1.33
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Past Filings by Gitterman Wealth Management

SEC 13F filings are viewable for Gitterman Wealth Management going back to 2021