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SJW shares owned by Gitterman Wealth Management

Quarter-by-quarter ownership of SJW (HTO) shares owned by Gitterman Wealth Management from 13F filings

Historical chart of Gitterman Wealth Management investment in SJW

Tip: Access up to 7 years of quarterly data

All positions including SJW held by Gitterman Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SJW by Gitterman Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $460k 9.4k 48.69
2025-06-30 $167k 3.2k 51.99

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Vanguard Scottsdale Fds Inter Term Treas (VGIT)
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2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
Spdr Gold Tr Gold Shs (GLD)
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Apple (AAPL)
Microsoft Corporation (MSFT)
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Ishares Tr Core S&p500 Etf (IVV)
Johnson & Johnson (JNJ)
Alphabet Cap Stk Cl A (GOOGL)
Nextera Energy (NEE)

View all positions for Gitterman Wealth Management

Top funds holding SJW

BlackRock
Vanguard Group
Amundi
HPM Partners
First Trust Advisors
State Street Corporation
Nuance Investments
Geode Capital Management
Dimensional Fund Advisors
Morgan Stanley
Invesco
Legal & General Group
Victory Capital Management
Charles Schwab Investment Management
KBC Group NV

View all funds holding SJW