Gitterman Wealth Management

Gitterman Wealth Management as of June 30, 2022

Portfolio Holdings for Gitterman Wealth Management

Gitterman Wealth Management holds 73 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 54.7 $59M 957k 61.15
Ishares Tr Core S&p500 Etf (IVV) 5.5 $5.9M 16k 379.15
Apple (AAPL) 4.4 $4.8M 35k 136.78
Microsoft Corporation (MSFT) 2.8 $3.0M 12k 256.76
Johnson & Johnson (JNJ) 2.7 $2.9M 16k 177.72
Novo-nordisk A S Adr (NVO) 1.6 $1.7M 16k 111.60
Ishares Tr Core Msci Eafe (IEFA) 1.6 $1.7M 29k 58.88
UnitedHealth (UNH) 1.5 $1.6M 3.1k 516.20
International Business Machines (IBM) 1.4 $1.5M 11k 140.95
Aaon Com Par $0.004 (AAON) 1.3 $1.4M 25k 54.76
Alphabet Cap Stk Cl A (GOOGL) 1.2 $1.2M 570.00 2180.70
Nextera Energy (NEE) 1.0 $1.0M 13k 77.59
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.0 $1.0M 13k 76.32
Alphabet Cap Stk Cl C (GOOG) 0.9 $938k 429.00 2186.48
Northrop Grumman Corporation (NOC) 0.8 $890k 1.9k 478.49
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.8 $818k 2.00 409000.00
Vanguard Index Fds Growth Etf (VUG) 0.7 $790k 3.5k 222.72
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $733k 8.1k 90.86
Consolidated Edison (ED) 0.6 $666k 7.0k 95.24
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.6 $641k 28k 22.86
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $577k 2.6k 218.56
Honeywell International (HON) 0.5 $555k 3.2k 173.82
Verizon Communications (VZ) 0.5 $546k 11k 50.56
American Express Company (AXP) 0.5 $506k 3.6k 138.71
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.5 $490k 6.0k 82.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $485k 1.8k 272.93
Procter & Gamble Company (PG) 0.4 $417k 2.9k 143.89
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.4 $413k 8.6k 47.96
GSK Sponsored Adr 0.4 $407k 9.4k 43.30
Horizon Technology Fin (HRZN) 0.4 $381k 33k 11.44
Starbucks Corporation (SBUX) 0.3 $374k 4.9k 76.36
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $371k 4.4k 84.88
Kimberly-Clark Corporation (KMB) 0.3 $358k 2.7k 133.63
Costco Wholesale Corporation (COST) 0.3 $347k 722.00 480.61
Home Depot (HD) 0.3 $347k 1.3k 269.83
Cisco Systems (CSCO) 0.3 $345k 8.2k 42.20
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $344k 1.2k 280.59
JPMorgan Chase & Co. (JPM) 0.3 $342k 3.0k 112.50
Tesla Motors (TSLA) 0.3 $337k 500.00 674.00
Brookfield Renewable Corp Cl A Sub Vtg (BEPC) 0.3 $324k 9.0k 35.84
Ishares Tr Select Divid Etf (DVY) 0.3 $315k 2.7k 117.98
Stantec (STN) 0.3 $313k 7.1k 44.23
Hannon Armstrong (HASI) 0.3 $308k 8.1k 37.80
Amazon (AMZN) 0.3 $296k 2.8k 105.71
Lumen Technologies (LUMN) 0.3 $283k 26k 10.92
Nike CL B (NKE) 0.3 $280k 2.8k 101.56
Intel Corporation (INTC) 0.2 $253k 6.8k 37.40
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $249k 873.00 285.22
Humana (HUM) 0.2 $236k 504.00 468.25
AutoZone (AZO) 0.2 $236k 115.00 2052.17
Smucker J M Com New (SJM) 0.2 $236k 1.8k 128.40
Kraneshares Tr Global Carb Stra (KRBN) 0.2 $225k 4.6k 49.30
Iron Mountain (IRM) 0.2 $225k 4.6k 48.59
IDEX Corporation (IEX) 0.2 $224k 1.2k 183.91
Qualcomm (QCOM) 0.2 $223k 1.8k 126.35
CVS Caremark Corporation (CVS) 0.2 $218k 2.3k 93.88
Danaher Corporation (DHR) 0.2 $217k 851.00 254.99
Exelon Corporation (EXC) 0.2 $212k 4.7k 45.18
Core & Main Cl A (CNM) 0.2 $205k 9.2k 22.29
Resolute Fst Prods In 0.2 $204k 16k 12.85
Hp (HPQ) 0.2 $204k 6.3k 32.41
Bristol Myers Squibb (BMY) 0.2 $203k 2.6k 76.69
Nielsen Hldgs Shs Eur 0.2 $202k 8.6k 23.59
Crown Castle Intl (CCI) 0.2 $201k 1.2k 174.63
Ubs Group SHS (UBS) 0.2 $195k 12k 16.07
Steelcase Cl A (SCS) 0.2 $188k 18k 10.69
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.2 $172k 85k 2.03
Great Lakes Dredge & Dock Corporation (GLDD) 0.2 $169k 13k 13.32
Wipro Spon Adr 1 Sh (WIT) 0.1 $153k 28k 5.44
Telefonica S A Sponsored Adr (TEF) 0.1 $153k 30k 5.18
Portage Fintech Acquisitn Unit 07/08/2026 0.1 $97k 10k 9.70
New York Mtg Tr Com Par $.02 0.1 $94k 34k 2.77
Ageagle Aerial Sys 0.0 $11k 18k 0.60