Gitterman Wealth Management as of March 31, 2025
Portfolio Holdings for Gitterman Wealth Management
Gitterman Wealth Management holds 131 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 21.6 | $81M | 1.4M | 59.40 | |
| 2023 Etf Series Trust Ii Gmo Us Quality E (QLTY) | 13.1 | $49M | 1.6M | 31.26 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 13.0 | $49M | 95k | 513.96 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 9.8 | $37M | 403k | 91.73 | |
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 7.3 | $28M | 244k | 113.13 | |
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 6.2 | $23M | 363k | 64.52 | |
| Spdr Gold Tr Gold Shs (GLD) | 6.1 | $23M | 79k | 288.14 | |
| Ishares Tr Hdg Msci Eafe (HEFA) | 4.2 | $16M | 433k | 36.29 | |
| Apple (AAPL) | 1.9 | $7.2M | 32k | 222.13 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.2 | $4.4M | 16k | 274.84 | |
| Microsoft Corporation (MSFT) | 1.1 | $4.2M | 11k | 375.40 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $4.1M | 7.3k | 561.87 | |
| Johnson & Johnson (JNJ) | 0.6 | $2.3M | 14k | 165.84 | |
| Nextera Energy (NEE) | 0.4 | $1.6M | 22k | 70.89 | |
| UnitedHealth (UNH) | 0.4 | $1.4M | 2.6k | 523.75 | |
| Novo-nordisk A S Adr (NVO) | 0.4 | $1.3M | 19k | 69.44 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.3M | 8.5k | 154.64 | |
| International Business Machines (IBM) | 0.3 | $1.1M | 4.4k | 248.86 | |
| Northrop Grumman Corporation (NOC) | 0.3 | $952k | 1.9k | 512.01 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $888k | 7.5k | 118.92 | |
| RBB Us Treas 3 Mnth (TBIL) | 0.2 | $864k | 17k | 50.01 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $798k | 1.00 | 798442.00 | |
| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.2 | $770k | 35k | 22.18 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $762k | 2.1k | 361.09 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $756k | 1.4k | 532.58 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $755k | 1.4k | 548.34 | |
| Aaon Com Par $0.004 (AAON) | 0.2 | $745k | 9.5k | 78.13 | |
| NVIDIA Corporation (NVDA) | 0.2 | $739k | 6.8k | 108.38 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $726k | 4.6k | 156.24 | |
| Xylem (XYL) | 0.2 | $696k | 5.8k | 119.46 | |
| Visa Com Cl A (V) | 0.2 | $666k | 1.9k | 350.94 | |
| Consolidated Edison (ED) | 0.2 | $641k | 5.8k | 110.59 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $625k | 6.3k | 98.92 | |
| Starbucks Corporation (SBUX) | 0.2 | $585k | 6.0k | 98.14 | |
| American Water Works (AWK) | 0.2 | $583k | 4.0k | 147.51 | |
| Honeywell International (HON) | 0.2 | $580k | 2.7k | 211.74 | |
| Eli Lilly & Co. (LLY) | 0.2 | $572k | 693.00 | 825.69 | |
| Veralto Corp Com Shs (VLTO) | 0.1 | $523k | 5.4k | 97.49 | |
| Costco Wholesale Corporation (COST) | 0.1 | $520k | 550.00 | 945.42 | |
| Core & Main Cl A (CNM) | 0.1 | $516k | 11k | 48.31 | |
| Morgan Stanley Com New (MS) | 0.1 | $515k | 4.4k | 116.74 | |
| Procter & Gamble Company (PG) | 0.1 | $506k | 3.0k | 170.40 | |
| Tetra Tech (TTEK) | 0.1 | $492k | 17k | 29.25 | |
| Amazon (AMZN) | 0.1 | $492k | 2.6k | 190.26 | |
| Stantec (STN) | 0.1 | $470k | 5.7k | 82.85 | |
| Essential Utils (WTRG) | 0.1 | $455k | 12k | 39.53 | |
| Hca Holdings (HCA) | 0.1 | $431k | 1.2k | 345.69 | |
| McKesson Corporation (MCK) | 0.1 | $428k | 636.00 | 673.00 | |
| Aon Shs Cl A (AON) | 0.1 | $416k | 1.0k | 399.25 | |
| Kkr & Co (KKR) | 0.1 | $411k | 3.6k | 115.61 | |
| Cardinal Health (CAH) | 0.1 | $410k | 3.0k | 137.77 | |
| Pentair SHS (PNR) | 0.1 | $409k | 4.7k | 87.49 | |
| At&t (T) | 0.1 | $402k | 14k | 28.28 | |
| Boston Scientific Corporation (BSX) | 0.1 | $387k | 3.8k | 100.88 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $385k | 1.6k | 245.30 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $374k | 3.4k | 111.44 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $372k | 794.00 | 468.92 | |
| Goldman Sachs (GS) | 0.1 | $371k | 678.00 | 547.01 | |
| Hershey Company (HSY) | 0.1 | $368k | 2.2k | 171.21 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $362k | 4.7k | 76.54 | |
| Deere & Company (DE) | 0.1 | $361k | 768.00 | 469.35 | |
| International Paper Company (IP) | 0.1 | $360k | 6.7k | 53.35 | |
| Lowe's Companies (LOW) | 0.1 | $355k | 1.5k | 233.42 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $351k | 1.5k | 227.85 | |
| Sap Se Spon Adr (SAP) | 0.1 | $345k | 1.3k | 268.72 | |
| PPG Industries (PPG) | 0.1 | $333k | 3.0k | 109.44 | |
| D.R. Horton (DHI) | 0.1 | $332k | 2.6k | 127.20 | |
| Applied Materials (AMAT) | 0.1 | $330k | 2.3k | 145.19 | |
| Jacobs Engineering Group (J) | 0.1 | $326k | 2.7k | 120.94 | |
| RPM International (RPM) | 0.1 | $324k | 2.8k | 115.69 | |
| Target Corporation (TGT) | 0.1 | $321k | 3.1k | 104.49 | |
| Bristol Myers Squibb (BMY) | 0.1 | $315k | 5.2k | 61.01 | |
| Pool Corporation (POOL) | 0.1 | $313k | 981.00 | 318.76 | |
| American Express Company (AXP) | 0.1 | $312k | 1.2k | 269.05 | |
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $310k | 4.3k | 71.97 | |
| McDonald's Corporation (MCD) | 0.1 | $306k | 981.00 | 312.37 | |
| Axon Enterprise (AXON) | 0.1 | $298k | 566.00 | 525.98 | |
| Expedia Group Com New (EXPE) | 0.1 | $297k | 1.8k | 168.18 | |
| Carrier Global Corporation (CARR) | 0.1 | $293k | 4.6k | 63.41 | |
| Primo Brands Corporation Class A Com Shs (PRMB) | 0.1 | $290k | 8.2k | 35.48 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $287k | 1.7k | 166.15 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $285k | 5.0k | 57.41 | |
| Wintrust Financial Corporation (WTFC) | 0.1 | $270k | 2.4k | 112.49 | |
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.1 | $267k | 152k | 1.76 | |
| Sba Communications Corp Cl A (SBAC) | 0.1 | $267k | 1.2k | 219.95 | |
| Waste Management (WM) | 0.1 | $264k | 1.1k | 231.35 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $253k | 3.3k | 75.64 | |
| Zurn Water Solutions Corp Zws (ZWS) | 0.1 | $251k | 7.6k | 32.98 | |
| Oracle Corporation (ORCL) | 0.1 | $248k | 1.8k | 139.86 | |
| Intercontinental Hotels Grou Sponsored Ads (IHG) | 0.1 | $247k | 2.3k | 109.58 | |
| Pearson Sponsored Adr (PSO) | 0.1 | $247k | 15k | 16.01 | |
| S&p Global (SPGI) | 0.1 | $247k | 485.00 | 508.55 | |
| Tyler Technologies (TYL) | 0.1 | $243k | 418.00 | 581.41 | |
| National Grid Sponsored Adr Ne (NGG) | 0.1 | $242k | 3.7k | 65.59 | |
| American States Water Company (AWR) | 0.1 | $242k | 3.1k | 78.68 | |
| Ingersoll Rand (IR) | 0.1 | $241k | 3.0k | 80.03 | |
| Firstservice Corp (FSV) | 0.1 | $240k | 1.4k | 166.06 | |
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $239k | 3.8k | 63.00 | |
| Viatris (VTRS) | 0.1 | $238k | 27k | 8.71 | |
| Sk Telecom Sponsored Adr (SKM) | 0.1 | $234k | 11k | 21.26 | |
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $230k | 665.00 | 345.48 | |
| Nasdaq Omx (NDAQ) | 0.1 | $228k | 3.0k | 75.85 | |
| Regions Financial Corporation (RF) | 0.1 | $227k | 10k | 21.73 | |
| Snap-on Incorporated (SNA) | 0.1 | $227k | 669.00 | 338.63 | |
| Lindsay Corporation (LNN) | 0.1 | $225k | 1.8k | 126.53 | |
| Rbc Cad (RY) | 0.1 | $219k | 1.9k | 112.75 | |
| Companhia De Saneamento Basi Sponsored Adr (SBS) | 0.1 | $219k | 12k | 17.86 | |
| Advanced Drain Sys Inc Del (WMS) | 0.1 | $217k | 2.0k | 108.71 | |
| Icici Bank Adr (IBN) | 0.1 | $216k | 6.9k | 31.52 | |
| Automatic Data Processing (ADP) | 0.1 | $215k | 700.00 | 306.91 | |
| Dr Reddys Labs Adr (RDY) | 0.1 | $214k | 16k | 13.19 | |
| Cisco Systems (CSCO) | 0.1 | $212k | 3.4k | 61.71 | |
| California Water Service (CWT) | 0.1 | $211k | 4.4k | 48.47 | |
| Merck & Co (MRK) | 0.1 | $210k | 2.3k | 89.87 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $209k | 989.00 | 211.47 | |
| Gra (GGG) | 0.1 | $207k | 2.5k | 83.54 | |
| Avery Dennison Corporation (AVY) | 0.1 | $207k | 1.2k | 178.26 | |
| Equinix (EQIX) | 0.1 | $206k | 250.00 | 824.03 | |
| Orix Corp Sponsored Adr (IX) | 0.1 | $205k | 9.8k | 20.89 | |
| Citigroup Com New (C) | 0.1 | $204k | 2.9k | 71.06 | |
| Danaher Corporation (DHR) | 0.1 | $203k | 991.00 | 205.23 | |
| Ormat Technologies (ORA) | 0.1 | $202k | 2.9k | 70.74 | |
| Fortune Brands (FBIN) | 0.1 | $201k | 3.3k | 60.89 | |
| Telefonica S A Sponsored Adr (TEF) | 0.1 | $194k | 42k | 4.66 | |
| Latham Group (SWIM) | 0.1 | $193k | 30k | 6.43 | |
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $159k | 52k | 3.06 | |
| Select Water Solutions Cl A Com (WTTR) | 0.0 | $154k | 15k | 10.50 | |
| Perimeter Solutions Common Stock (PRM) | 0.0 | $129k | 13k | 10.07 | |
| Global Wtr Res (GWRS) | 0.0 | $115k | 11k | 10.31 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 0.0 | $110k | 13k | 8.70 | |
| Leslies (LESL) | 0.0 | $18k | 24k | 0.74 |
