Gitterman Wealth Management as of Dec. 31, 2022
Portfolio Holdings for Gitterman Wealth Management
Gitterman Wealth Management holds 80 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 44.5 | $89M | 1.5M | 57.82 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 33.7 | $67M | 1.1M | 58.48 | |
| Apple (AAPL) | 2.3 | $4.6M | 36k | 129.93 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.8 | $3.6M | 9.4k | 384.20 | |
| Johnson & Johnson (JNJ) | 1.4 | $2.9M | 16k | 176.65 | |
| Microsoft Corporation (MSFT) | 1.4 | $2.8M | 12k | 239.83 | |
| Novo-nordisk A S Adr (NVO) | 1.0 | $2.0M | 15k | 135.34 | |
| International Business Machines (IBM) | 0.8 | $1.5M | 11k | 140.88 | |
| Aaon Com Par $0.004 (AAON) | 0.8 | $1.5M | 20k | 75.32 | |
| UnitedHealth (UNH) | 0.7 | $1.4M | 2.6k | 530.18 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.2M | 14k | 88.23 | |
| Nextera Energy (NEE) | 0.5 | $1.1M | 13k | 83.60 | |
| Northrop Grumman Corporation (NOC) | 0.5 | $1.0M | 1.9k | 545.61 | |
| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.5 | $1.0M | 47k | 21.77 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $779k | 8.8k | 88.73 | |
| Honeywell International (HON) | 0.3 | $688k | 3.2k | 214.29 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $566k | 2.6k | 214.24 | |
| American Express Company (AXP) | 0.3 | $542k | 3.7k | 147.75 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $532k | 7.1k | 74.49 | |
| Cisco Systems (CSCO) | 0.2 | $489k | 10k | 47.64 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $469k | 1.00 | 468711.00 | |
| Horizon Technology Fin (HRZN) | 0.2 | $458k | 40k | 11.60 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $448k | 7.3k | 61.63 | |
| Procter & Gamble Company (PG) | 0.2 | $448k | 3.0k | 151.54 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $426k | 1.4k | 308.90 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $422k | 3.1k | 134.10 | |
| Consolidated Edison (ED) | 0.2 | $417k | 4.4k | 95.31 | |
| Starbucks Corporation (SBUX) | 0.2 | $416k | 4.2k | 99.20 | |
| Home Depot (HD) | 0.2 | $406k | 1.3k | 316.22 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $371k | 2.7k | 135.75 | |
| Hannon Armstrong (HASI) | 0.2 | $343k | 12k | 28.98 | |
| Costco Wholesale Corporation (COST) | 0.2 | $340k | 744.00 | 456.50 | |
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $322k | 2.7k | 120.59 | |
| Verizon Communications (VZ) | 0.2 | $300k | 7.6k | 39.40 | |
| Abbott Laboratories (ABT) | 0.1 | $291k | 2.6k | 109.88 | |
| Pfizer (PFE) | 0.1 | $288k | 5.6k | 51.24 | |
| Brookfield Renewable Corp Cl A Sub Vtg (BEPC) | 0.1 | $283k | 10k | 27.54 | |
| Boeing Company (BA) | 0.1 | $269k | 1.4k | 190.49 | |
| Howmet Aerospace (HWM) | 0.1 | $268k | 6.8k | 39.42 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $267k | 1.0k | 266.28 | |
| AmerisourceBergen (COR) | 0.1 | $265k | 1.6k | 165.78 | |
| GSK Sponsored Adr (GSK) | 0.1 | $265k | 7.5k | 35.14 | |
| Otis Worldwide Corp (OTIS) | 0.1 | $263k | 3.4k | 78.35 | |
| Amazon (AMZN) | 0.1 | $259k | 3.1k | 84.00 | |
| Keysight Technologies (KEYS) | 0.1 | $257k | 1.5k | 171.07 | |
| Incyte Corporation (INCY) | 0.1 | $256k | 3.2k | 80.32 | |
| AutoZone (AZO) | 0.1 | $254k | 103.00 | 2466.06 | |
| Charter Communications Inc N Cl A (CHTR) | 0.1 | $251k | 740.00 | 339.11 | |
| Nike CL B (NKE) | 0.1 | $248k | 2.1k | 117.03 | |
| Vornado Rlty Tr Sh Ben Int (VNO) | 0.1 | $246k | 12k | 20.81 | |
| Iron Mountain (IRM) | 0.1 | $240k | 4.8k | 49.86 | |
| Msci (MSCI) | 0.1 | $238k | 512.00 | 465.35 | |
| Fiserv (FI) | 0.1 | $237k | 2.3k | 101.07 | |
| Lowe's Companies (LOW) | 0.1 | $235k | 1.2k | 199.52 | |
| Fortive (FTV) | 0.1 | $233k | 3.6k | 64.28 | |
| Danaher Corporation (DHR) | 0.1 | $231k | 872.00 | 265.42 | |
| Humana (HUM) | 0.1 | $230k | 449.00 | 512.19 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $229k | 2.8k | 82.44 | |
| Hudson Pacific Properties (HPP) | 0.1 | $228k | 23k | 9.73 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $225k | 313.00 | 719.15 | |
| Stantec (STN) | 0.1 | $223k | 4.7k | 47.95 | |
| Deere & Company (DE) | 0.1 | $222k | 518.00 | 428.76 | |
| Abb Sponsored Adr (ABBNY) | 0.1 | $219k | 7.2k | 30.46 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $215k | 442.00 | 486.49 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $214k | 1.0k | 212.95 | |
| Tesla Motors (TSLA) | 0.1 | $211k | 1.7k | 123.18 | |
| Nucor Corporation (NUE) | 0.1 | $211k | 1.6k | 131.81 | |
| Constellation Energy (CEG) | 0.1 | $208k | 2.4k | 86.23 | |
| American Water Works (AWK) | 0.1 | $203k | 1.3k | 152.40 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $201k | 2.2k | 90.69 | |
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.1 | $197k | 97k | 2.03 | |
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $156k | 71k | 2.20 | |
| Steelcase Cl A (SCS) | 0.1 | $134k | 19k | 7.07 | |
| Select Energy Svcs Cl A Com (WTTR) | 0.1 | $128k | 14k | 9.24 | |
| Telefonica S A Sponsored Adr (TEF) | 0.1 | $110k | 31k | 3.57 | |
| Wipro Spon Adr 1 Sh (WIT) | 0.1 | $104k | 22k | 4.66 | |
| Portage Fintech Acquisitn Unit 07/08/2026 | 0.1 | $101k | 10k | 10.05 | |
| New York Mtg Tr Com Par $.02 | 0.0 | $87k | 34k | 2.56 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 0.0 | $73k | 12k | 5.95 | |
| Ageagle Aerial Sys | 0.0 | $6.4k | 18k | 0.35 |
