Gitterman Wealth Management

Gitterman Wealth Management as of Dec. 31, 2021

Portfolio Holdings for Gitterman Wealth Management

Gitterman Wealth Management holds 95 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 45.0 $61M 912k 66.47
Ishares Tr Core S&p500 Etf (IVV) 7.1 $9.6M 20k 476.98
Apple (AAPL) 4.8 $6.5M 36k 177.56
Microsoft Corporation (MSFT) 2.9 $3.9M 12k 336.29
Independence Realty Trust In (IRT) 2.9 $3.9M 155k 25.40
Ishares Tr Core Msci Eafe (IEFA) 2.4 $3.2M 43k 74.64
Johnson & Johnson (JNJ) 2.0 $2.7M 16k 171.05
Aaon Com Par $0.004 (AAON) 1.5 $2.0M 25k 79.44
Novo-nordisk A S Adr (NVO) 1.4 $1.9M 17k 112.03
Alphabet Cap Stk Cl A (GOOGL) 1.4 $1.8M 633.00 2897.31
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.3 $1.8M 22k 81.25
Vanguard Index Fds Growth Etf (VUG) 1.2 $1.6M 5.1k 320.87
UnitedHealth (UNH) 1.2 $1.6M 3.2k 502.17
International Business Machines (IBM) 1.1 $1.5M 11k 133.69
Vanguard Index Fds Real Estate Etf (VNQ) 1.1 $1.4M 12k 115.98
Alphabet Cap Stk Cl C (GOOG) 1.0 $1.3M 444.00 2894.14
Nextera Energy (NEE) 0.7 $992k 11k 93.35
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $901k 2.00 450500.00
Consolidated Edison (ED) 0.6 $873k 10k 85.30
Netflix (NFLX) 0.6 $867k 1.4k 602.50
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.6 $819k 6.8k 120.37
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $760k 2.5k 305.59
Verizon Communications (VZ) 0.6 $749k 14k 51.96
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $688k 2.3k 299.13
Honeywell International (HON) 0.5 $686k 3.3k 208.38
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.5 $682k 13k 52.87
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.5 $672k 26k 25.69
Amazon (AMZN) 0.5 $667k 180.00 3705.56
Bio-techne Corporation (TECH) 0.4 $574k 1.1k 517.58
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $569k 1.4k 398.18
American Express Company (AXP) 0.4 $568k 3.5k 163.50
JPMorgan Chase & Co. (JPM) 0.4 $554k 3.5k 158.33
Tesla Motors (TSLA) 0.4 $528k 500.00 1056.00
Horizon Technology Fin (HRZN) 0.4 $520k 32k 16.13
Digital Realty Trust (DLR) 0.4 $504k 2.9k 176.59
Starbucks Corporation (SBUX) 0.4 $485k 4.1k 116.92
Procter & Gamble Company (PG) 0.3 $453k 2.8k 163.66
Intuit (INTU) 0.3 $435k 678.00 641.59
Cisco Systems (CSCO) 0.3 $418k 6.6k 63.29
Citigroup Com New (C) 0.3 $407k 6.7k 60.34
Hannon Armstrong (HASI) 0.3 $393k 7.4k 53.14
Brookfield Renewable Corp Cl A Sub Vtg (BEPC) 0.3 $378k 10k 36.96
Crown Castle Intl (CCI) 0.3 $378k 1.8k 208.72
Kimberly-Clark Corporation (KMB) 0.3 $378k 2.7k 142.59
Cion Invt Corp (CION) 0.3 $374k 29k 13.06
Eli Lilly & Co. (LLY) 0.3 $372k 1.3k 276.17
Qualcomm (QCOM) 0.3 $365k 2.0k 182.59
Trane Technologies SHS (TT) 0.3 $359k 1.8k 201.69
Ishares Tr Select Divid Etf (DVY) 0.3 $353k 2.9k 122.44
Costco Wholesale Corporation (COST) 0.3 $353k 622.00 567.52
Intel Corporation (INTC) 0.3 $348k 6.8k 51.44
PerkinElmer (RVTY) 0.2 $317k 1.6k 200.76
Hudson Pacific Properties (HPP) 0.2 $313k 13k 24.75
Kilroy Realty Corporation (KRC) 0.2 $312k 4.7k 66.35
Keysight Technologies (KEYS) 0.2 $310k 1.5k 206.39
W.W. Grainger (GWW) 0.2 $305k 590.00 516.95
Vornado Rlty Tr Sh Ben Int (VNO) 0.2 $305k 7.3k 41.91
Wipro Spon Adr 1 Sh (WIT) 0.2 $298k 31k 9.77
Mccormick & Co Com Non Vtg (MKC) 0.2 $297k 3.1k 96.30
Humana (HUM) 0.2 $296k 638.00 463.95
3M Company (MMM) 0.2 $287k 1.6k 177.27
Alexandria Real Estate Equities (ARE) 0.2 $284k 1.3k 222.57
Lam Research Corporation 0.2 $270k 376.00 718.09
Abb Sponsored Adr (ABBNY) 0.2 $257k 6.7k 38.11
Waters Corporation (WAT) 0.2 $256k 687.00 372.63
CF Industries Holdings (CF) 0.2 $256k 3.6k 70.60
Resolute Fst Prods In 0.2 $255k 17k 15.30
Campbell Soup Company (CPB) 0.2 $254k 5.9k 43.34
Boeing Company (BA) 0.2 $253k 1.3k 200.95
Iron Mountain (IRM) 0.2 $245k 4.7k 52.17
Smucker J M Com New (SJM) 0.2 $235k 1.7k 135.45
Moderna (MRNA) 0.2 $234k 904.00 258.85
Moody's Corporation (MCO) 0.2 $233k 598.00 389.63
Ubs Group SHS (UBS) 0.2 $228k 13k 17.87
Applied Materials (AMAT) 0.2 $221k 1.4k 156.74
Schnitzer Steel Inds Cl A (RDUS) 0.2 $219k 4.2k 51.86
Glaxosmithkline Sponsored Adr 0.2 $218k 4.9k 44.17
Biogen Idec (BIIB) 0.2 $218k 909.00 239.82
Texas Instruments Incorporated (TXN) 0.2 $216k 1.1k 188.32
At&t (T) 0.2 $210k 8.5k 24.65
Public Service Enterprise (PEG) 0.2 $207k 3.1k 66.86
Great Lakes Dredge & Dock Corporation (GLDD) 0.2 $206k 13k 15.72
Deere & Company (DE) 0.2 $206k 601.00 342.76
Pentair SHS (PNR) 0.2 $206k 2.8k 72.97
Kroger (KR) 0.2 $203k 4.5k 45.20
General Electric Com New (GE) 0.2 $203k 2.2k 94.29
Merck & Co (MRK) 0.1 $200k 2.6k 76.36
Steelcase Cl A (SCS) 0.1 $158k 13k 11.80
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.1 $137k 57k 2.42
Prospect Capital Corporation (PSEC) 0.1 $128k 15k 8.44
New York Mtg Tr Com Par $.02 0.1 $126k 34k 3.71
Telefonica S A Sponsored Adr (TEF) 0.1 $124k 29k 4.25
Portage Fintech Acquisitn Unit 07/08/2026 0.1 $98k 10k 9.80
Nokia Corp Sponsored Adr (NOK) 0.1 $79k 13k 6.25
Select Energy Svcs Cl A Com (WTTR) 0.1 $72k 12k 6.21