Gitterman Wealth Management

Gitterman Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Gitterman Wealth Management

Gitterman Wealth Management holds 128 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 43.4 $104M 1.8M 58.00
First Tr Exchange Traded Nasdq Cln Edge (GRID) 11.4 $27M 229k 119.34
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 10.4 $25M 272k 91.43
Ishares Tr U.s. Tech Etf (IYW) 4.1 $9.9M 62k 159.54
Apple (AAPL) 3.6 $8.6M 35k 250.43
Microsoft Corporation (MSFT) 2.0 $4.7M 11k 421.51
Ishares Tr Core S&p500 Etf (IVV) 1.8 $4.3M 7.3k 588.68
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $3.2M 11k 289.81
Johnson & Johnson (JNJ) 1.0 $2.4M 17k 144.64
International Business Machines (IBM) 0.8 $1.9M 8.8k 219.85
Novo-nordisk A S Adr (NVO) 0.7 $1.6M 19k 86.02
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.6M 8.4k 189.31
Nextera Energy (NEE) 0.7 $1.6M 22k 71.69
UnitedHealth (UNH) 0.5 $1.3M 2.6k 505.86
RBB Us Treas 3 Mnth (TBIL) 0.5 $1.2M 25k 49.86
Aaon Com Par $0.004 (AAON) 0.4 $941k 8.0k 117.68
Alphabet Cap Stk Cl C (GOOG) 0.4 $877k 4.6k 190.45
Northrop Grumman Corporation (NOC) 0.4 $873k 1.9k 469.29
Exxon Mobil Corporation (XOM) 0.3 $804k 7.5k 107.56
Aon Shs Cl A (AON) 0.3 $731k 2.0k 359.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $719k 1.6k 453.28
Mastercard Incorporated Cl A (MA) 0.3 $705k 1.3k 526.68
At&t (T) 0.3 $700k 31k 22.77
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $696k 1.7k 401.58
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $681k 1.00 680920.00
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.3 $664k 31k 21.78
Honeywell International (HON) 0.3 $663k 2.9k 225.88
Xylem (XYL) 0.3 $619k 5.3k 116.05
Core & Main Cl A (CNM) 0.3 $616k 12k 50.91
Deere & Company (DE) 0.2 $584k 1.4k 423.71
Amazon (AMZN) 0.2 $570k 2.6k 219.39
Waste Management (WM) 0.2 $569k 2.8k 201.84
Hp (HPQ) 0.2 $535k 16k 32.63
Kkr & Co (KKR) 0.2 $525k 3.6k 147.91
NVIDIA Corporation (NVDA) 0.2 $516k 3.8k 134.29
Costco Wholesale Corporation (COST) 0.2 $508k 555.00 915.92
Procter & Gamble Company (PG) 0.2 $501k 3.0k 167.63
American Express Company (AXP) 0.2 $500k 1.7k 296.79
Consolidated Edison (ED) 0.2 $489k 5.5k 89.27
Pentair SHS (PNR) 0.2 $476k 4.7k 100.65
American Water Works (AWK) 0.2 $473k 3.8k 124.46
Primo Brands Corporation Class A Com Shs (PRMB) 0.2 $471k 15k 30.77
Verizon Communications (VZ) 0.2 $458k 12k 39.99
Stantec (STN) 0.2 $439k 5.6k 78.46
Deckers Outdoor Corporation (DECK) 0.2 $434k 2.1k 203.09
Eli Lilly & Co. (LLY) 0.2 $424k 550.00 771.57
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $423k 4.4k 96.90
Veralto Corp Com Shs (VLTO) 0.2 $417k 4.1k 101.88
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $406k 794.00 511.23
Tetra Tech (TTEK) 0.2 $394k 9.9k 39.84
Jacobs Engineering Group (J) 0.2 $386k 2.9k 133.71
Pool Corporation (POOL) 0.2 $385k 1.1k 341.69
3M Company (MMM) 0.2 $381k 3.0k 129.19
Wells Fargo & Company (WFC) 0.2 $378k 5.4k 70.25
Axon Enterprise (AXON) 0.2 $373k 628.00 594.33
JPMorgan Chase & Co. (JPM) 0.2 $373k 1.6k 239.71
Essential Utils (WTRG) 0.2 $372k 10k 36.32
AutoZone (AZO) 0.2 $365k 114.00 3202.00
Bank of New York Mellon Corporation (BK) 0.2 $364k 4.7k 76.86
Hilton Worldwide Holdings (HLT) 0.1 $356k 1.4k 247.16
Boston Scientific Corporation (BSX) 0.1 $354k 4.0k 89.32
Paccar (PCAR) 0.1 $353k 3.4k 104.07
TJX Companies (TJX) 0.1 $344k 2.8k 120.87
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $341k 1.7k 197.68
RPM International (RPM) 0.1 $340k 2.8k 123.08
Tyson Foods Cl A (TSN) 0.1 $331k 5.8k 57.43
Novartis Sponsored Adr (NVS) 0.1 $323k 3.3k 97.28
O'reilly Automotive (ORLY) 0.1 $319k 269.00 1185.80
Sap Se Spon Adr (SAP) 0.1 $316k 1.3k 246.47
Hartford Financial Services (HIG) 0.1 $315k 2.9k 109.48
Visa Com Cl A (V) 0.1 $313k 989.00 316.68
Everest Re Group (EG) 0.1 $308k 850.00 362.86
Cognizant Technology Solutio Cl A (CTSH) 0.1 $308k 4.0k 76.93
Morgan Stanley Com New (MS) 0.1 $298k 2.4k 125.72
Wintrust Financial Corporation (WTFC) 0.1 $296k 2.4k 124.71
Check Point Software Tech Lt Ord (CHKP) 0.1 $286k 1.5k 186.64
McDonald's Corporation (MCD) 0.1 $284k 981.00 289.89
Zurn Water Solutions Corp Zws (ZWS) 0.1 $279k 7.5k 37.30
Intercontinental Hotels Grou Sponsored Ads (IHG) 0.1 $278k 2.2k 124.90
Cigna Corp (CI) 0.1 $271k 982.00 276.41
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.1 $267k 151k 1.77
Sba Communications Corp Cl A (SBAC) 0.1 $267k 1.3k 203.66
Abbvie (ABBV) 0.1 $266k 1.5k 177.85
Boeing Company (BA) 0.1 $266k 1.5k 177.00
Best Buy (BBY) 0.1 $263k 3.1k 85.80
HSBC HLDGS Spon Adr New (HSBC) 0.1 $257k 5.2k 49.45
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $254k 3.1k 81.58
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $252k 4.3k 58.18
Dr Reddys Labs Adr (RDY) 0.1 $252k 16k 15.79
Pearson Sponsored Adr (PSO) 0.1 $248k 15k 16.12
S&p Global (SPGI) 0.1 $241k 483.00 498.29
Select Water Solutions Cl A Com (WTTR) 0.1 $239k 18k 13.24
Tyler Technologies (TYL) 0.1 $236k 410.00 576.65
Merck & Co (MRK) 0.1 $231k 2.3k 99.60
Sk Telecom Sponsored Adr (SKM) 0.1 $231k 11k 21.04
Nasdaq Omx (NDAQ) 0.1 $230k 3.0k 77.31
Rbc Cad (RY) 0.1 $230k 1.9k 120.45
Amgen (AMGN) 0.1 $228k 873.00 261.08
Snap-on Incorporated (SNA) 0.1 $227k 666.00 340.75
Equinix (EQIX) 0.1 $227k 238.00 952.24
National Grid Sponsored Adr Ne (NGG) 0.1 $223k 3.8k 59.40
Danaher Corporation (DHR) 0.1 $221k 961.00 229.77
NetApp (NTAP) 0.1 $221k 1.9k 116.06
Rentokil Initial Sponsored Adr (RTO) 0.1 $217k 8.6k 25.32
Starbucks Corporation (SBUX) 0.1 $216k 2.4k 91.25
Ishares Tr Select Divid Etf (DVY) 0.1 $216k 1.6k 131.27
Lockheed Martin Corporation (LMT) 0.1 $215k 443.00 485.94
Avery Dennison Corporation (AVY) 0.1 $215k 1.1k 187.27
Infosys Sponsored Adr (INFY) 0.1 $213k 9.7k 21.92
Automatic Data Processing (ADP) 0.1 $211k 716.00 294.22
Perimeter Solutions Common Stock (PRM) 0.1 $210k 16k 12.78
M&T Bank Corporation (MTB) 0.1 $209k 1.1k 188.61
Vertiv Holdings Com Cl A (VRT) 0.1 $208k 1.8k 113.62
Lindsay Corporation (LNN) 0.1 $207k 1.8k 118.26
Gra (GGG) 0.1 $207k 2.5k 84.34
Autodesk (ADSK) 0.1 $207k 701.00 295.36
Servicenow (NOW) 0.1 $207k 195.00 1060.03
Orix Corp Sponsored Adr (IX) 0.1 $205k 1.9k 106.19
Bio Rad Labs Cl A (BIO) 0.1 $204k 621.00 328.53
Cisco Systems (CSCO) 0.1 $204k 3.4k 59.20
Icici Bank Adr (IBN) 0.1 $203k 6.8k 29.86
Latham Group (SWIM) 0.1 $201k 29k 6.96
Firstservice Corp (FSV) 0.1 $201k 1.1k 181.13
Wipro Spon Adr 1 Sh (WIT) 0.1 $183k 52k 3.54
Telefonica S A Sponsored Adr (TEF) 0.1 $166k 41k 4.02
Great Lakes Dredge & Dock Corporation (GLDD) 0.1 $145k 13k 11.29
Global Wtr Res (GWRS) 0.1 $123k 11k 11.50
Leslies (LESL) 0.0 $41k 18k 2.23