Gitterman Wealth Management as of March 31, 2023
Portfolio Holdings for Gitterman Wealth Management
Gitterman Wealth Management holds 85 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 43.9 | $92M | 1.6M | 58.54 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 34.4 | $72M | 1.2M | 59.96 | |
| Apple (AAPL) | 2.7 | $5.6M | 34k | 164.90 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.8 | $3.7M | 9.0k | 410.99 | |
| Microsoft Corporation (MSFT) | 1.6 | $3.4M | 12k | 288.31 | |
| Johnson & Johnson (JNJ) | 1.2 | $2.5M | 16k | 155.00 | |
| Novo-nordisk A S Adr (NVO) | 0.9 | $1.9M | 12k | 159.14 | |
| Aaon Com Par $0.004 (AAON) | 0.9 | $1.8M | 19k | 96.69 | |
| UnitedHealth (UNH) | 0.7 | $1.4M | 3.0k | 472.62 | |
| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.6 | $1.2M | 53k | 22.35 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.2M | 11k | 103.73 | |
| International Business Machines (IBM) | 0.5 | $1.1M | 8.4k | 131.10 | |
| Nextera Energy (NEE) | 0.5 | $1.1M | 14k | 77.08 | |
| Northrop Grumman Corporation (NOC) | 0.4 | $863k | 1.9k | 461.72 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $857k | 8.2k | 104.00 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $645k | 2.6k | 244.33 | |
| Honeywell International (HON) | 0.3 | $614k | 3.2k | 191.11 | |
| American Express Company (AXP) | 0.3 | $605k | 3.7k | 164.95 | |
| Costco Wholesale Corporation (COST) | 0.3 | $532k | 1.1k | 496.90 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $466k | 1.00 | 465600.00 | |
| Procter & Gamble Company (PG) | 0.2 | $439k | 3.0k | 148.67 | |
| Starbucks Corporation (SBUX) | 0.2 | $437k | 4.2k | 104.13 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $426k | 1.4k | 308.77 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $410k | 3.1k | 130.31 | |
| Home Depot (HD) | 0.2 | $380k | 1.3k | 295.38 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $374k | 1.2k | 315.07 | |
| Arista Networks (ANET) | 0.2 | $332k | 2.0k | 167.86 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $331k | 5.0k | 66.84 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $323k | 3.5k | 93.02 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $321k | 1.0k | 320.93 | |
| Amazon (AMZN) | 0.2 | $319k | 3.1k | 103.29 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $307k | 845.00 | 363.46 | |
| W.W. Grainger (GWW) | 0.1 | $305k | 443.00 | 689.04 | |
| Boeing Company (BA) | 0.1 | $300k | 1.4k | 212.43 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $291k | 355.00 | 819.35 | |
| Aon Shs Cl A (AON) | 0.1 | $287k | 911.00 | 315.29 | |
| Verizon Communications (VZ) | 0.1 | $284k | 7.3k | 38.89 | |
| Las Vegas Sands (LVS) | 0.1 | $280k | 4.9k | 57.45 | |
| Pool Corporation (POOL) | 0.1 | $276k | 804.00 | 342.87 | |
| Dover Corporation (DOV) | 0.1 | $275k | 1.8k | 152.01 | |
| Kroger (KR) | 0.1 | $274k | 5.5k | 49.38 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $266k | 1.9k | 138.34 | |
| Edwards Lifesciences (EW) | 0.1 | $262k | 3.2k | 82.73 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $262k | 2.2k | 117.17 | |
| Snap-on Incorporated (SNA) | 0.1 | $261k | 1.1k | 247.11 | |
| Cdw (CDW) | 0.1 | $260k | 1.3k | 194.97 | |
| Stantec (STN) | 0.1 | $260k | 4.5k | 58.40 | |
| Fortive (FTV) | 0.1 | $259k | 3.8k | 68.20 | |
| American Water Works (AWK) | 0.1 | $259k | 1.8k | 146.48 | |
| CBOE Holdings (CBOE) | 0.1 | $258k | 1.9k | 134.32 | |
| Consolidated Edison (ED) | 0.1 | $258k | 2.7k | 95.67 | |
| Keysight Technologies (KEYS) | 0.1 | $251k | 1.6k | 161.48 | |
| Biogen Idec (BIIB) | 0.1 | $248k | 893.00 | 278.01 | |
| AutoZone (AZO) | 0.1 | $248k | 101.00 | 2458.02 | |
| Keurig Dr Pepper (KDP) | 0.1 | $244k | 6.9k | 35.28 | |
| United Rentals (URI) | 0.1 | $243k | 615.00 | 395.80 | |
| Genuine Parts Company (GPC) | 0.1 | $241k | 1.4k | 167.31 | |
| Humana (HUM) | 0.1 | $237k | 488.00 | 485.57 | |
| Laboratory Corp Amer Hldgs Com New | 0.1 | $237k | 1.0k | 229.52 | |
| Jacobs Engineering Group (J) | 0.1 | $236k | 2.0k | 117.55 | |
| Smucker J M Com New (SJM) | 0.1 | $234k | 1.5k | 157.37 | |
| Gra (GGG) | 0.1 | $233k | 3.2k | 73.01 | |
| Ingersoll Rand (IR) | 0.1 | $230k | 4.0k | 58.18 | |
| Intel Corporation (INTC) | 0.1 | $227k | 7.0k | 32.67 | |
| Interpublic Group of Companies (IPG) | 0.1 | $225k | 6.0k | 37.24 | |
| Juniper Networks (JNPR) | 0.1 | $225k | 6.5k | 34.42 | |
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.1 | $222k | 99k | 2.24 | |
| Nordson Corporation (NDSN) | 0.1 | $220k | 988.00 | 222.35 | |
| Bj's Wholesale Club Holdings (BJ) | 0.1 | $219k | 2.9k | 76.07 | |
| Electronic Arts (EA) | 0.1 | $218k | 1.8k | 120.48 | |
| Deere & Company (DE) | 0.1 | $214k | 518.00 | 412.88 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $209k | 442.00 | 472.73 | |
| AFLAC Incorporated (AFL) | 0.1 | $206k | 3.2k | 64.57 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $205k | 2.2k | 91.97 | |
| NetApp (NTAP) | 0.1 | $203k | 3.2k | 63.85 | |
| Metropcs Communications (TMUS) | 0.1 | $201k | 1.4k | 144.84 | |
| Sirius Xm Holdings | 0.1 | $176k | 44k | 3.97 | |
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $168k | 73k | 2.32 | |
| Telefonica S A Sponsored Adr (TEF) | 0.1 | $149k | 35k | 4.28 | |
| Select Energy Svcs Cl A Com (WTTR) | 0.1 | $123k | 18k | 6.96 | |
| Portage Fintech Acquisitn Unit 07/08/2026 | 0.0 | $102k | 10k | 10.20 | |
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $100k | 22k | 4.49 | |
| Perimeter Solutions Sa Common Stock (PRM) | 0.0 | $97k | 12k | 8.08 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 0.0 | $59k | 11k | 5.43 | |
| Ageagle Aerial Sys | 0.0 | $8.0k | 18k | 0.45 |
