Gitterman Wealth Management as of Sept. 30, 2024
Portfolio Holdings for Gitterman Wealth Management
Gitterman Wealth Management holds 127 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 44.9 | $108M | 1.8M | 60.42 | |
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 12.1 | $29M | 227k | 127.25 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 10.4 | $25M | 272k | 91.81 | |
| Ishares Tr U.s. Tech Etf (IYW) | 3.9 | $9.4M | 62k | 151.63 | |
| Apple (AAPL) | 3.3 | $8.0M | 35k | 233.01 | |
| Microsoft Corporation (MSFT) | 2.1 | $5.1M | 12k | 430.36 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.8 | $4.2M | 7.3k | 576.82 | |
| Johnson & Johnson (JNJ) | 1.0 | $2.4M | 15k | 162.06 | |
| Novo-nordisk A S Adr (NVO) | 1.0 | $2.3M | 19k | 119.07 | |
| Nextera Energy (NEE) | 0.7 | $1.8M | 21k | 84.54 | |
| International Business Machines (IBM) | 0.7 | $1.7M | 7.9k | 221.08 | |
| UnitedHealth (UNH) | 0.6 | $1.5M | 2.6k | 584.68 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.5M | 5.2k | 283.16 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.5M | 8.9k | 165.85 | |
| RBB Us Treas 3 Mnth (TBIL) | 0.5 | $1.2M | 25k | 50.04 | |
| Northrop Grumman Corporation (NOC) | 0.4 | $982k | 1.9k | 528.07 | |
| Aaon Com Par $0.004 (AAON) | 0.4 | $971k | 9.0k | 107.84 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $874k | 7.5k | 117.21 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $751k | 4.5k | 167.19 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $727k | 1.6k | 460.26 | |
| Xylem (XYL) | 0.3 | $720k | 5.3k | 135.04 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $691k | 1.00 | 691180.00 | |
| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.3 | $689k | 30k | 22.70 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $650k | 1.7k | 375.38 | |
| Honeywell International (HON) | 0.3 | $626k | 3.0k | 206.70 | |
| Costco Wholesale Corporation (COST) | 0.2 | $534k | 602.00 | 886.52 | |
| At&t (T) | 0.2 | $514k | 23k | 22.00 | |
| American Water Works (AWK) | 0.2 | $507k | 3.5k | 146.28 | |
| Amazon (AMZN) | 0.2 | $496k | 2.7k | 186.33 | |
| Procter & Gamble Company (PG) | 0.2 | $494k | 2.9k | 173.18 | |
| Ptc (PTC) | 0.2 | $492k | 2.7k | 180.63 | |
| Kkr & Co (KKR) | 0.2 | $464k | 3.6k | 130.58 | |
| Core & Main Cl A (CNM) | 0.2 | $463k | 10k | 44.40 | |
| American Express Company (AXP) | 0.2 | $457k | 1.7k | 271.20 | |
| Home Depot (HD) | 0.2 | $456k | 1.1k | 405.60 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $435k | 892.00 | 488.07 | |
| Pentair SHS (PNR) | 0.2 | $433k | 4.4k | 97.78 | |
| 3M Company (MMM) | 0.2 | $426k | 3.1k | 136.78 | |
| Stantec (STN) | 0.2 | $422k | 5.2k | 80.41 | |
| Primo Water (PRMW) | 0.2 | $390k | 15k | 25.25 | |
| Tetra Tech (TTEK) | 0.2 | $376k | 8.0k | 47.16 | |
| Veralto Corp Com Shs (VLTO) | 0.2 | $376k | 3.4k | 111.92 | |
| eBay (EBAY) | 0.2 | $370k | 5.7k | 65.15 | |
| Essential Utils (WTRG) | 0.1 | $356k | 9.2k | 38.57 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $354k | 3.1k | 114.98 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $345k | 4.8k | 71.88 | |
| Deere & Company (DE) | 0.1 | $341k | 818.00 | 417.33 | |
| Lennox International (LII) | 0.1 | $340k | 561.00 | 605.40 | |
| A. O. Smith Corporation (AOS) | 0.1 | $337k | 3.8k | 89.85 | |
| Jacobs Engineering Group (J) | 0.1 | $332k | 2.5k | 130.95 | |
| Kroger (KR) | 0.1 | $328k | 5.7k | 57.32 | |
| SYSCO Corporation (SYY) | 0.1 | $328k | 4.2k | 78.08 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $326k | 1.5k | 210.86 | |
| RPM International (RPM) | 0.1 | $326k | 2.7k | 120.98 | |
| Intercontinental Hotels Grou Sponsored Ads (IHG) | 0.1 | $324k | 2.9k | 110.52 | |
| Akamai Technologies (AKAM) | 0.1 | $323k | 3.2k | 100.95 | |
| IDEX Corporation (IEX) | 0.1 | $319k | 1.5k | 214.65 | |
| Boston Scientific Corporation (BSX) | 0.1 | $318k | 3.8k | 83.80 | |
| Wabtec Corporation (WAB) | 0.1 | $317k | 1.7k | 181.82 | |
| Hartford Financial Services (HIG) | 0.1 | $317k | 2.7k | 117.61 | |
| Hp (HPQ) | 0.1 | $302k | 8.4k | 35.87 | |
| Prudential Financial (PRU) | 0.1 | $302k | 2.5k | 121.22 | |
| McDonald's Corporation (MCD) | 0.1 | $298k | 979.00 | 304.51 | |
| AmerisourceBergen (COR) | 0.1 | $297k | 1.3k | 225.28 | |
| CVS Caremark Corporation (CVS) | 0.1 | $295k | 4.7k | 62.86 | |
| Eli Lilly & Co. (LLY) | 0.1 | $294k | 332.00 | 885.11 | |
| Raymond James Financial (RJF) | 0.1 | $289k | 2.4k | 122.46 | |
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.1 | $288k | 140k | 2.06 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $286k | 1.5k | 192.74 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $285k | 4.9k | 57.62 | |
| Axon Enterprise (AXON) | 0.1 | $280k | 700.00 | 399.59 | |
| Pool Corporation (POOL) | 0.1 | $279k | 737.00 | 378.35 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $277k | 4.7k | 59.02 | |
| Sba Communications Corp Cl A (SBAC) | 0.1 | $276k | 1.1k | 240.47 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $276k | 1.6k | 173.75 | |
| Ameriprise Financial (AMP) | 0.1 | $272k | 579.00 | 470.03 | |
| Sap Se Spon Adr (SAP) | 0.1 | $270k | 1.2k | 229.37 | |
| Visa Com Cl A (V) | 0.1 | $267k | 969.00 | 275.46 | |
| Servicenow (NOW) | 0.1 | $261k | 292.00 | 894.41 | |
| Goldman Sachs (GS) | 0.1 | $260k | 524.00 | 495.68 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $258k | 442.00 | 584.56 | |
| AutoZone (AZO) | 0.1 | $258k | 82.00 | 3150.00 | |
| M&T Bank Corporation (MTB) | 0.1 | $248k | 1.4k | 178.35 | |
| Equinix (EQIX) | 0.1 | $248k | 277.00 | 894.30 | |
| AFLAC Incorporated (AFL) | 0.1 | $247k | 2.2k | 111.82 | |
| Perimeter Solutions Sa Common Stock (PRM) | 0.1 | $247k | 18k | 13.45 | |
| Morgan Stanley Com New (MS) | 0.1 | $247k | 2.4k | 104.24 | |
| Wintrust Financial Corporation (WTFC) | 0.1 | $245k | 2.3k | 108.51 | |
| Synchrony Financial (SYF) | 0.1 | $240k | 4.8k | 49.90 | |
| Fmc Corp Com New (FMC) | 0.1 | $236k | 3.6k | 65.95 | |
| S&p Global (SPGI) | 0.1 | $236k | 457.00 | 516.76 | |
| Dr Reddys Labs Adr (RDY) | 0.1 | $236k | 3.0k | 79.51 | |
| Lowe's Companies (LOW) | 0.1 | $234k | 862.00 | 271.10 | |
| Bristol Myers Squibb (BMY) | 0.1 | $230k | 4.4k | 51.75 | |
| Starbucks Corporation (SBUX) | 0.1 | $230k | 2.4k | 97.49 | |
| Catalent | 0.1 | $230k | 3.8k | 60.57 | |
| Illinois Tool Works (ITW) | 0.1 | $230k | 877.00 | 262.06 | |
| Waste Management (WM) | 0.1 | $229k | 1.1k | 207.69 | |
| Consolidated Edison (ED) | 0.1 | $229k | 2.2k | 104.13 | |
| Merck & Co (MRK) | 0.1 | $228k | 2.0k | 113.64 | |
| Latham Group (SWIM) | 0.1 | $228k | 34k | 6.80 | |
| Boeing Company (BA) | 0.1 | $228k | 1.5k | 152.04 | |
| Select Water Solutions Cl A Com (WTTR) | 0.1 | $228k | 20k | 11.13 | |
| Automatic Data Processing (ADP) | 0.1 | $226k | 813.00 | 277.78 | |
| Tyler Technologies (TYL) | 0.1 | $225k | 385.00 | 583.74 | |
| National Grid Sponsored Adr Ne (NGG) | 0.1 | $223k | 3.2k | 69.65 | |
| NetApp (NTAP) | 0.1 | $221k | 1.8k | 123.61 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $219k | 1.1k | 206.57 | |
| Applied Materials (AMAT) | 0.1 | $218k | 1.1k | 202.12 | |
| Aon Shs Cl A (AON) | 0.1 | $215k | 622.00 | 345.99 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $215k | 4.8k | 45.18 | |
| Hubbell (HUBB) | 0.1 | $215k | 501.00 | 428.56 | |
| Nasdaq Omx (NDAQ) | 0.1 | $213k | 2.9k | 73.04 | |
| Danaher Corporation (DHR) | 0.1 | $213k | 765.00 | 278.29 | |
| Zurn Water Solutions Corp Zws (ZWS) | 0.1 | $211k | 5.9k | 35.94 | |
| Roper Industries (ROP) | 0.1 | $211k | 378.00 | 557.02 | |
| Eagle Materials (EXP) | 0.1 | $210k | 730.00 | 288.19 | |
| ICU Medical, Incorporated (ICUI) | 0.1 | $209k | 1.1k | 182.14 | |
| Advanced Drain Sys Inc Del (WMS) | 0.1 | $206k | 1.3k | 157.43 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 0.1 | $206k | 20k | 10.53 | |
| Lindsay Corporation (LNN) | 0.1 | $206k | 1.7k | 124.60 | |
| Orix Corp Sponsored Adr (IX) | 0.1 | $205k | 1.8k | 116.12 | |
| Autodesk (ADSK) | 0.1 | $203k | 737.00 | 275.28 | |
| NVIDIA Corporation (NVDA) | 0.1 | $202k | 1.7k | 121.44 | |
| Pearson Sponsored Adr (PSO) | 0.1 | $192k | 14k | 13.57 | |
| Telefonica S A Sponsored Adr (TEF) | 0.1 | $185k | 38k | 4.86 | |
| Wipro Spon Adr 1 Sh (WIT) | 0.1 | $155k | 24k | 6.48 |
