Gitterman Wealth Management as of Sept. 30, 2025
Portfolio Holdings for Gitterman Wealth Management
Gitterman Wealth Management holds 128 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 19.3 | $84M | 1.4M | 60.03 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 13.7 | $60M | 97k | 612.41 | |
| 2023 Etf Series Trust Ii Gmo Us Quality E (QLTY) | 13.5 | $59M | 1.6M | 36.19 | |
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 8.9 | $39M | 425k | 91.75 | |
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 8.3 | $36M | 241k | 151.08 | |
| Spdr Gold Tr Gold Shs (GLD) | 6.4 | $28M | 78k | 355.47 | |
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 6.1 | $27M | 369k | 72.11 | |
| Ishares Tr Hdg Msci Eafe (HEFA) | 4.0 | $18M | 443k | 39.61 | |
| Apple (AAPL) | 2.1 | $9.2M | 36k | 254.63 | |
| Microsoft Corporation (MSFT) | 1.6 | $6.9M | 13k | 517.96 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.2 | $5.3M | 16k | 328.16 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $4.9M | 7.4k | 669.30 | |
| Johnson & Johnson (JNJ) | 0.6 | $2.6M | 14k | 185.42 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $2.4M | 9.8k | 243.11 | |
| Nextera Energy (NEE) | 0.5 | $2.2M | 29k | 75.49 | |
| NVIDIA Corporation (NVDA) | 0.4 | $1.5M | 8.2k | 186.58 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.5M | 6.0k | 243.56 | |
| Northrop Grumman Corporation (NOC) | 0.3 | $1.1M | 1.9k | 609.32 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $1.1M | 9.9k | 112.74 | |
| Amazon (AMZN) | 0.2 | $1.1M | 4.9k | 219.57 | |
| Veralto Corp Com Shs (VLTO) | 0.2 | $1.1M | 10k | 106.62 | |
| Xylem (XYL) | 0.2 | $1.0M | 7.0k | 147.49 | |
| Tetra Tech (TTEK) | 0.2 | $1.0M | 30k | 33.38 | |
| UnitedHealth (UNH) | 0.2 | $1.0M | 2.9k | 345.30 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $989k | 2.1k | 468.41 | |
| Essential Utils (WTRG) | 0.2 | $955k | 24k | 39.90 | |
| Companhia De Saneamento Basi Sponsored Adr (SBS) | 0.2 | $953k | 38k | 24.89 | |
| RBB Us Treas 3 Mnth (TBIL) | 0.2 | $928k | 19k | 50.00 | |
| American Water Works (AWK) | 0.2 | $918k | 6.6k | 139.18 | |
| Novo-nordisk A S Adr (NVO) | 0.2 | $894k | 16k | 55.49 | |
| Pentair SHS (PNR) | 0.2 | $871k | 7.9k | 110.77 | |
| Aaon Com Par $0.004 (AAON) | 0.2 | $848k | 9.1k | 93.45 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $829k | 2.6k | 315.51 | |
| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.2 | $825k | 37k | 22.45 | |
| Honeywell International (HON) | 0.2 | $792k | 3.8k | 210.50 | |
| International Business Machines (IBM) | 0.2 | $760k | 2.7k | 282.17 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $754k | 1.00 | 754200.00 | |
| Stantec (STN) | 0.2 | $743k | 6.9k | 107.78 | |
| Core & Main Cl A (CNM) | 0.2 | $723k | 13k | 53.83 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $713k | 1.4k | 502.74 | |
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $585k | 5.9k | 99.81 | |
| Meta Platforms Cl A (META) | 0.1 | $581k | 791.00 | 734.46 | |
| Procter & Gamble Company (PG) | 0.1 | $576k | 3.8k | 153.64 | |
| Advanced Drain Sys Inc Del (WMS) | 0.1 | $573k | 4.1k | 138.71 | |
| Broadcom (AVGO) | 0.1 | $557k | 1.7k | 330.00 | |
| Latham Group (SWIM) | 0.1 | $554k | 73k | 7.61 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $510k | 1.8k | 279.53 | |
| Consolidated Edison (ED) | 0.1 | $505k | 5.0k | 100.52 | |
| Home Depot (HD) | 0.1 | $495k | 1.2k | 405.19 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $477k | 794.00 | 600.37 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $475k | 1.5k | 326.36 | |
| California Water Service (CWT) | 0.1 | $473k | 10k | 45.89 | |
| Jacobs Engineering Group (J) | 0.1 | $467k | 3.1k | 149.82 | |
| Select Water Solutions Cl A Com (WTTR) | 0.1 | $464k | 43k | 10.69 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $463k | 3.6k | 128.25 | |
| Kkr & Co (KKR) | 0.1 | $462k | 3.6k | 129.95 | |
| SJW (HTO) | 0.1 | $460k | 9.4k | 48.69 | |
| Wal-Mart Stores (WMT) | 0.1 | $438k | 4.2k | 103.06 | |
| Deere & Company (DE) | 0.1 | $437k | 955.00 | 457.27 | |
| Tesla Motors (TSLA) | 0.1 | $432k | 971.00 | 444.72 | |
| Vulcan Materials Company (VMC) | 0.1 | $419k | 1.4k | 307.62 | |
| American States Water Company (AWR) | 0.1 | $413k | 5.6k | 73.35 | |
| American Express Company (AXP) | 0.1 | $386k | 1.2k | 332.16 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $380k | 5.4k | 70.99 | |
| Morgan Stanley Com New (MS) | 0.1 | $376k | 2.4k | 158.96 | |
| Goldman Sachs (GS) | 0.1 | $368k | 462.00 | 796.81 | |
| Sap Se Spon Adr (SAP) | 0.1 | $365k | 1.4k | 267.76 | |
| Oracle Corporation (ORCL) | 0.1 | $364k | 1.3k | 281.24 | |
| Ormat Technologies (ORA) | 0.1 | $355k | 3.7k | 96.27 | |
| Costco Wholesale Corporation (COST) | 0.1 | $350k | 378.00 | 925.12 | |
| Lindsay Corporation (LNN) | 0.1 | $349k | 2.5k | 140.54 | |
| Ge Aerospace Com New (GE) | 0.1 | $348k | 1.2k | 300.82 | |
| Valmont Industries (VMI) | 0.1 | $345k | 888.00 | 388.59 | |
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.1 | $340k | 161k | 2.11 | |
| Eli Lilly & Co. (LLY) | 0.1 | $333k | 436.00 | 763.00 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $331k | 1.6k | 206.84 | |
| National Grid Sponsored Adr Ne (NGG) | 0.1 | $329k | 4.5k | 72.68 | |
| Firstservice Corp (FSV) | 0.1 | $327k | 1.7k | 190.68 | |
| Global Wtr Res (GWRS) | 0.1 | $325k | 32k | 10.30 | |
| Pepsi (PEP) | 0.1 | $320k | 2.3k | 140.49 | |
| Old Republic International Corporation (ORI) | 0.1 | $310k | 7.3k | 42.47 | |
| Comfort Systems USA (FIX) | 0.1 | $310k | 375.00 | 825.48 | |
| Sba Communications Corp Cl A (SBAC) | 0.1 | $307k | 1.6k | 193.26 | |
| Rbc Cad (RY) | 0.1 | $307k | 2.1k | 147.33 | |
| Verizon Communications (VZ) | 0.1 | $303k | 6.9k | 43.95 | |
| McDonald's Corporation (MCD) | 0.1 | $298k | 979.00 | 303.89 | |
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $296k | 3.9k | 76.00 | |
| Consolidated Water Ord (CWCO) | 0.1 | $294k | 8.3k | 35.28 | |
| Intercontinental Hotels Grou Sponsored Ads (IHG) | 0.1 | $293k | 2.4k | 121.25 | |
| Kb Finl Group Sponsored Adr (KB) | 0.1 | $290k | 3.5k | 82.89 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $289k | 507.00 | 569.80 | |
| Visa Com Cl A (V) | 0.1 | $288k | 841.00 | 342.65 | |
| Sprott Fds Tr Uranium Miners E (URNM) | 0.1 | $284k | 4.7k | 60.43 | |
| Analog Devices (ADI) | 0.1 | $280k | 1.1k | 245.71 | |
| American Tower Reit (AMT) | 0.1 | $276k | 1.4k | 192.37 | |
| Equinix (EQIX) | 0.1 | $276k | 352.00 | 783.93 | |
| Masco Corporation (MAS) | 0.1 | $272k | 3.9k | 70.39 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $266k | 865.00 | 307.86 | |
| Modine Manufacturing (MOD) | 0.1 | $261k | 1.8k | 142.16 | |
| Sk Telecom Sponsored Adr (SKM) | 0.1 | $259k | 12k | 21.60 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $258k | 3.0k | 87.30 | |
| York Water Company (YORW) | 0.1 | $257k | 8.4k | 30.42 | |
| Ge Vernova (GEV) | 0.1 | $255k | 414.00 | 614.94 | |
| Uber Technologies (UBER) | 0.1 | $245k | 2.5k | 97.97 | |
| Dr Reddys Labs Adr (RDY) | 0.1 | $245k | 18k | 13.98 | |
| Lennar Corp Cl A (LEN) | 0.1 | $242k | 1.9k | 126.04 | |
| Ecolab (ECL) | 0.1 | $241k | 878.00 | 274.41 | |
| Bunge Global Sa Com Shs (BG) | 0.1 | $240k | 3.0k | 81.31 | |
| A. O. Smith Corporation (AOS) | 0.1 | $238k | 3.2k | 73.40 | |
| Truist Financial Corp equities (TFC) | 0.1 | $235k | 5.1k | 45.72 | |
| Rollins (ROL) | 0.1 | $235k | 4.0k | 58.78 | |
| Pearson Sponsored Adr (PSO) | 0.1 | $233k | 16k | 14.16 | |
| Ingersoll Rand (IR) | 0.1 | $233k | 2.8k | 82.62 | |
| Artesian Res Corp Cl A (ARTNA) | 0.1 | $233k | 7.1k | 32.59 | |
| Perimeter Solutions Common Stock (PRM) | 0.1 | $232k | 10k | 22.39 | |
| Telefonica S A Sponsored Adr (TEF) | 0.1 | $226k | 45k | 5.08 | |
| Chevron Corporation (CVX) | 0.1 | $224k | 1.4k | 155.29 | |
| Aon Shs Cl A (AON) | 0.1 | $222k | 622.00 | 356.58 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $221k | 462.00 | 479.09 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $221k | 442.00 | 499.21 | |
| Cisco Systems (CSCO) | 0.1 | $221k | 3.2k | 68.42 | |
| Axon Enterprise (AXON) | 0.1 | $220k | 307.00 | 717.64 | |
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.0 | $211k | 4.2k | 50.35 | |
| Capital One Financial (COF) | 0.0 | $210k | 987.00 | 212.58 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $203k | 1.4k | 142.08 | |
| Danaher Corporation (DHR) | 0.0 | $202k | 1.0k | 198.54 | |
| Philip Morris International (PM) | 0.0 | $201k | 1.2k | 162.22 | |
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $141k | 54k | 2.63 |
