Gitterman Wealth Management

Gitterman Wealth Management as of Sept. 30, 2022

Portfolio Holdings for Gitterman Wealth Management

Gitterman Wealth Management holds 71 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 58.3 $57M 971k 58.30
Apple (AAPL) 4.9 $4.8M 35k 138.17
Ishares Tr Core S&p500 Etf (IVV) 3.8 $3.7M 10k 358.50
Microsoft Corporation (MSFT) 2.9 $2.8M 12k 233.05
Johnson & Johnson (JNJ) 2.7 $2.7M 16k 163.43
UnitedHealth (UNH) 1.5 $1.5M 2.9k 510.30
Novo-nordisk A S Adr (NVO) 1.5 $1.5M 15k 99.68
International Business Machines (IBM) 1.3 $1.3M 11k 118.87
Aaon Com Par $0.004 (AAON) 1.3 $1.3M 24k 53.88
Alphabet Cap Stk Cl A (GOOGL) 1.2 $1.1M 12k 95.84
Nushares Etf Tr Nuveen Esg Us (NUBD) 1.1 $1.1M 51k 21.64
Nextera Energy (NEE) 1.1 $1.0M 13k 78.26
Northrop Grumman Corporation (NOC) 0.9 $879k 1.9k 470.56
Alphabet Cap Stk Cl C (GOOG) 0.9 $845k 8.8k 96.24
Consolidated Edison (ED) 0.6 $600k 7.0k 85.60
Ishares Tr Core Msci Eafe (IEFA) 0.6 $576k 11k 52.60
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $555k 2.6k 210.23
Honeywell International (HON) 0.6 $536k 3.2k 166.87
American Express Company (AXP) 0.5 $498k 3.7k 134.89
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $429k 5.5k 78.60
Tesla Motors (TSLA) 0.4 $427k 1.6k 265.55
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $423k 6.1k 69.33
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $406k 1.00 406000.00
Verizon Communications (VZ) 0.4 $405k 11k 37.90
Texas Instruments Incorporated (TXN) 0.4 $402k 2.6k 155.75
Horizon Technology Fin (HRZN) 0.4 $390k 39k 10.00
Vanguard Index Fds Growth Etf (VUG) 0.4 $375k 1.7k 215.02
Procter & Gamble Company (PG) 0.4 $374k 3.0k 126.65
Home Depot (HD) 0.4 $370k 1.4k 273.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $369k 1.4k 267.59
Starbucks Corporation (SBUX) 0.4 $355k 4.2k 83.79
Costco Wholesale Corporation (COST) 0.4 $352k 744.00 473.12
Amazon (AMZN) 0.4 $350k 3.1k 113.38
Brookfield Renewable Corp Cl A Sub Vtg (BEPC) 0.3 $334k 10k 32.56
JPMorgan Chase & Co. (JPM) 0.3 $332k 3.2k 104.47
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $328k 1.2k 267.54
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $314k 3.9k 80.12
Ishares Tr Select Divid Etf (DVY) 0.3 $287k 2.7k 107.49
Hannon Armstrong (HASI) 0.3 $281k 9.5k 29.54
Regeneron Pharmaceuticals (REGN) 0.3 $265k 389.00 681.23
Nielsen Hldgs Shs Eur 0.3 $264k 9.5k 27.92
Illinois Tool Works (ITW) 0.3 $262k 1.4k 182.32
Mastercard Incorporated Cl A (MA) 0.3 $257k 903.00 284.61
Smucker J M Com New (SJM) 0.3 $252k 1.8k 136.81
Vornado Rlty Tr Sh Ben Int (VNO) 0.3 $252k 11k 23.36
Fortive (FTV) 0.2 $242k 4.2k 57.85
Lowe's Companies (LOW) 0.2 $234k 1.2k 190.24
Nasdaq Omx (NDAQ) 0.2 $226k 4.0k 56.71
Abbott Laboratories (ABT) 0.2 $225k 2.4k 95.50
Hudson Pacific Properties (HPP) 0.2 $223k 20k 11.03
GSK Sponsored Adr (GSK) 0.2 $222k 7.5k 29.42
Omni (OMC) 0.2 $222k 3.5k 64.03
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $221k 768.00 287.76
Hershey Company (HSY) 0.2 $221k 989.00 223.46
Iron Mountain (IRM) 0.2 $219k 5.0k 43.79
Qualcomm (QCOM) 0.2 $215k 1.9k 111.34
Nrg Energy Com New (NRG) 0.2 $209k 5.4k 38.66
Ubs Group SHS (UBS) 0.2 $197k 14k 14.34
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.2 $197k 96k 2.04
Lumen Technologies (LUMN) 0.2 $183k 25k 7.33
Hewlett Packard Enterprise (HPE) 0.2 $158k 13k 12.00
Wipro Spon Adr 1 Sh (WIT) 0.2 $150k 32k 4.67
Steelcase Cl A (SCS) 0.1 $131k 20k 6.61
Lloyds Banking Group Sponsored Adr (LYG) 0.1 $125k 70k 1.78
Telefonica S A Sponsored Adr (TEF) 0.1 $114k 34k 3.40
Great Lakes Dredge & Dock Corporation (GLDD) 0.1 $106k 14k 7.49
Portage Fintech Acquisitn Unit 07/08/2026 0.1 $98k 10k 9.80
Select Energy Svcs Cl A Com (WTTR) 0.1 $93k 13k 7.03
New York Mtg Tr Com Par $.02 0.1 $79k 34k 2.33
Li-cycle Holdings Corp Common Shares 0.1 $55k 10k 5.29
Ageagle Aerial Sys 0.0 $8.0k 18k 0.44