Gitterman Wealth Management

Gitterman Wealth Management as of June 30, 2021

Portfolio Holdings for Gitterman Wealth Management

Gitterman Wealth Management holds 77 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 45.6 $56M 831k 67.81
Ishares Tr Core S&p500 Etf (IVV) 11.1 $14M 32k 429.92
Apple (AAPL) 4.0 $5.0M 36k 136.95
Ishares Tr Core Msci Eafe (IEFA) 4.0 $4.9M 66k 74.86
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.7 $3.3M 40k 82.72
Microsoft Corporation (MSFT) 2.6 $3.3M 12k 270.93
Johnson & Johnson (JNJ) 2.1 $2.6M 16k 164.74
Vanguard Index Fds Growth Etf (VUG) 1.8 $2.3M 7.9k 286.87
Vanguard Index Fds Real Estate Etf (VNQ) 1.6 $2.0M 20k 101.81
Aaon Com Par $0.004 (AAON) 1.5 $1.8M 29k 62.60
Novo-nordisk A S Adr (NVO) 1.2 $1.5M 18k 83.78
Alphabet Cap Stk Cl A (GOOGL) 1.2 $1.5M 625.00 2441.60
International Business Machines (IBM) 1.2 $1.5M 10k 146.57
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 1.1 $1.4M 25k 53.37
Alphabet Cap Stk Cl C (GOOG) 0.9 $1.2M 462.00 2506.49
UnitedHealth (UNH) 0.9 $1.1M 2.7k 400.51
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $837k 2.00 418500.00
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $811k 6.8k 120.15
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $741k 2.7k 271.53
Verizon Communications (VZ) 0.6 $725k 13k 56.05
Netflix (NFLX) 0.6 $714k 1.4k 528.11
Honeywell International (HON) 0.6 $700k 3.2k 219.23
American Express Company (AXP) 0.5 $574k 3.5k 165.23
JPMorgan Chase & Co. (JPM) 0.5 $566k 3.6k 155.45
Amazon (AMZN) 0.4 $550k 160.00 3437.50
At&t (T) 0.4 $532k 19k 28.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $528k 1.9k 277.89
Bio-techne Corporation (TECH) 0.4 $502k 1.1k 450.63
Consolidated Edison (ED) 0.4 $496k 6.9k 71.72
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.4 $473k 18k 26.07
Starbucks Corporation (SBUX) 0.4 $464k 4.1k 111.86
Horizon Technology Fin (HRZN) 0.4 $457k 26k 17.28
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $435k 1.2k 354.81
Procter & Gamble Company (PG) 0.3 $373k 2.8k 134.75
Hannon Armstrong (HASI) 0.3 $364k 6.5k 56.09
Tesla Motors (TSLA) 0.3 $340k 500.00 680.00
Intel Corporation (INTC) 0.3 $329k 5.9k 56.10
Eli Lilly & Co. (LLY) 0.3 $324k 1.4k 229.79
Boeing Company (BA) 0.3 $317k 1.3k 239.43
Ishares Tr Select Divid Etf (DVY) 0.3 $311k 2.7k 116.48
Brookfield Renewable Corp Cl A Sub Vtg (BEPC) 0.2 $306k 7.3k 41.98
Walt Disney Company (DIS) 0.2 $292k 1.7k 175.59
Qualcomm (QCOM) 0.2 $290k 2.0k 142.79
Stantec (STN) 0.2 $277k 6.2k 44.56
Kilroy Realty Corporation (KRC) 0.2 $268k 3.8k 69.72
Hudson Pacific Properties (HPP) 0.2 $265k 9.5k 27.85
Citigroup Com New (C) 0.2 $252k 3.6k 70.75
West Pharmaceutical Services (WST) 0.2 $247k 689.00 358.49
Costco Wholesale Corporation (COST) 0.2 $246k 622.00 395.50
Nike CL B (NKE) 0.2 $245k 1.6k 154.77
Alexandria Real Estate Equities (ARE) 0.2 $239k 1.3k 182.16
Lam Research Corporation 0.2 $238k 366.00 650.27
Pool Corporation (POOL) 0.2 $232k 506.00 458.50
eBay (EBAY) 0.2 $232k 3.3k 70.18
Garmin SHS (GRMN) 0.2 $228k 1.6k 144.76
Applied Materials (AMAT) 0.2 $223k 1.6k 142.58
Etsy (ETSY) 0.2 $222k 1.1k 206.13
Texas Instruments Incorporated (TXN) 0.2 $221k 1.1k 192.68
Vornado Rlty Tr Sh Ben Int (VNO) 0.2 $221k 4.7k 46.69
Pentair SHS (PNR) 0.2 $219k 3.2k 67.49
Abb Sponsored Adr (ABBNY) 0.2 $214k 6.3k 34.00
Dover Corporation (DOV) 0.2 $206k 1.4k 150.58
Rexnord 0.2 $205k 4.1k 50.13
Allegion Ord Shs (ALLE) 0.2 $204k 1.5k 138.96
Adobe Systems Incorporated (ADBE) 0.2 $204k 348.00 586.21
Crown Castle Intl (CCI) 0.2 $204k 1.0k 195.59
Wipro Spon Adr 1 Sh (WIT) 0.2 $197k 25k 7.79
Great Lakes Dredge & Dock Corporation (GLDD) 0.1 $163k 11k 14.61
Ubs Group SHS (UBS) 0.1 $161k 11k 15.31
Resolute Fst Prods In 0.1 $156k 13k 12.18
New York Mtg Tr Com Par $.02 0.1 $152k 34k 4.48
General Electric Company 0.1 $143k 11k 13.50
Telefonica S A Sponsored Adr (TEF) 0.1 $115k 25k 4.69
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.1 $113k 47k 2.39
Veon Sponsored Adr 0.1 $93k 51k 1.84
Turkcell Iletisim Hizmetleri Spon Adr New (TKC) 0.1 $78k 17k 4.64
Nokia Corp Sponsored Adr (NOK) 0.0 $56k 10k 5.36