Gitterman Wealth Management
Latest statistics and disclosures from Gitterman Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VGSH, VGIT, BIL, GRID, AAPL, and represent 80.23% of Gitterman Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: BIL (+$25M), GRID (+$21M), VGSH (+$7.7M), TBIL, GWW, V, AFL, GE, CNM, SNA.
- Started 41 new stock positions in J, CHKP, TT, IHG, CI, AXON, SNA, BIL, T, AVGO.
- Reduced shares in these 10 stocks: VGIT (-$20M), AAON, NUBD, GOOG, NVO, , LLY, GOOGL, AXP, MSFT.
- Sold out of its positions in ANSS, ADSK, AVY, SBS, DVA, ENPH, EXC, FSLR, HSY, HUM. INTC, LYG, NDSN, RGTI, SPGI, TSM, ULTA, UHS, VRSK, WMT, WSO, ZWS, ACN, PFTAU.
- Gitterman Wealth Management was a net buyer of stock by $37M.
- Gitterman Wealth Management has $258M in assets under management (AUM), dropping by 22.34%.
- Central Index Key (CIK): 0001861558
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Portfolio Holdings for Gitterman Wealth Management
Gitterman Wealth Management holds 100 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 39.5 | $102M | +8% | 1.8M | 58.07 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 20.4 | $53M | -27% | 899k | 58.55 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 9.9 | $25M | NEW | 277k | 91.80 |
|
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 8.0 | $21M | NEW | 181k | 114.62 |
|
| Apple (AAPL) | 2.4 | $6.1M | 36k | 171.48 |
|
|
| Microsoft Corporation (MSFT) | 2.0 | $5.1M | -8% | 12k | 420.76 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $3.8M | 7.2k | 525.70 |
|
|
| Novo-nordisk A S Adr (NVO) | 1.0 | $2.5M | -17% | 19k | 128.40 |
|
| Johnson & Johnson (JNJ) | 0.9 | $2.4M | -9% | 15k | 158.19 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.6M | -22% | 10k | 150.93 |
|
| International Business Machines (IBM) | 0.6 | $1.5M | -2% | 8.0k | 190.96 |
|
| Nextera Energy (NEE) | 0.5 | $1.4M | +38% | 22k | 63.91 |
|
| UnitedHealth (UNH) | 0.5 | $1.3M | 2.6k | 494.70 |
|
|
| RBB Us Treas 3 Mnth (TBIL) | 0.4 | $1.1M | NEW | 21k | 50.03 |
|
| Northrop Grumman Corporation (NOC) | 0.3 | $894k | 1.9k | 478.66 |
|
|
| Aaon Com Par $0.004 (AAON) | 0.3 | $793k | -66% | 9.0k | 88.10 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $707k | +3% | 1.5k | 481.92 |
|
| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.3 | $695k | -46% | 32k | 21.97 |
|
| Xylem (XYL) | 0.3 | $685k | +30% | 5.3k | 129.24 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $684k | -44% | 4.5k | 152.26 |
|
| Aon Shs Cl A (AON) | 0.3 | $671k | +117% | 2.0k | 333.89 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $664k | -11% | 1.6k | 420.52 |
|
| W.W. Grainger (GWW) | 0.3 | $653k | NEW | 642.00 | 1017.66 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $634k | 1.00 | 634440.00 |
|
|
| Honeywell International (HON) | 0.2 | $631k | -3% | 3.1k | 205.24 |
|
| Visa Com Cl A (V) | 0.2 | $559k | NEW | 2.0k | 279.25 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $555k | 1.6k | 337.05 |
|
|
| AFLAC Incorporated (AFL) | 0.2 | $501k | NEW | 5.8k | 85.82 |
|
| General Electric Com New (GE) | 0.2 | $493k | NEW | 2.8k | 175.53 |
|
| Amazon (AMZN) | 0.2 | $480k | 2.7k | 180.38 |
|
|
| Core & Main Cl A (CNM) | 0.2 | $469k | NEW | 8.2k | 57.25 |
|
| Procter & Gamble Company (PG) | 0.2 | $463k | -3% | 2.9k | 162.23 |
|
| American Water Works (AWK) | 0.2 | $455k | +82% | 3.7k | 122.23 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $441k | 602.00 | 732.63 |
|
|
| Snap-on Incorporated (SNA) | 0.2 | $440k | NEW | 1.5k | 296.52 |
|
| At&t (T) | 0.2 | $439k | NEW | 25k | 17.60 |
|
| Broadcom (AVGO) | 0.2 | $406k | NEW | 306.00 | 1325.42 |
|
| TransDigm Group Incorporated (TDG) | 0.2 | $388k | NEW | 315.00 | 1231.59 |
|
| American Express Company (AXP) | 0.1 | $384k | -54% | 1.7k | 227.69 |
|
| Brown & Brown (BRO) | 0.1 | $383k | NEW | 4.4k | 87.55 |
|
| Stantec (STN) | 0.1 | $371k | 4.5k | 83.02 |
|
|
| Tetra Tech (TTEK) | 0.1 | $367k | +38% | 2.0k | 184.67 |
|
| Cigna Corp (CI) | 0.1 | $364k | NEW | 1.0k | 363.71 |
|
| Kkr & Co (KKR) | 0.1 | $357k | 3.6k | 100.58 |
|
|
| Primo Water (PRMW) | 0.1 | $356k | +32% | 20k | 18.21 |
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $350k | NEW | 1.6k | 213.31 |
|
| Essential Utils (WTRG) | 0.1 | $339k | +41% | 9.1k | 37.05 |
|
| Anthem (ELV) | 0.1 | $336k | NEW | 648.00 | 518.85 |
|
| Deere & Company (DE) | 0.1 | $336k | 818.00 | 410.74 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $336k | NEW | 4.4k | 76.81 |
|
| Nike CL B (NKE) | 0.1 | $335k | +9% | 3.6k | 94.03 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $333k | +2% | 750.00 | 444.01 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $331k | -13% | 344.00 | 962.45 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $314k | NEW | 1.6k | 195.03 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $310k | -50% | 1.5k | 200.30 |
|
| Centene Corporation (CNC) | 0.1 | $307k | NEW | 3.9k | 78.48 |
|
| Hp (HPQ) | 0.1 | $307k | NEW | 10k | 30.22 |
|
| Intercontinental Hotels Grou Sponsored Ads (IHG) | 0.1 | $304k | NEW | 2.9k | 105.66 |
|
| Jacobs Engineering Group (J) | 0.1 | $299k | NEW | 1.9k | 153.77 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.1 | $295k | NEW | 3.9k | 75.65 |
|
| Pentair SHS (PNR) | 0.1 | $294k | 3.4k | 85.44 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $288k | 1.2k | 250.10 |
|
|
| Marsh & McLennan Companies (MMC) | 0.1 | $287k | NEW | 1.4k | 206.12 |
|
| Gartner (IT) | 0.1 | $280k | -11% | 588.00 | 476.67 |
|
| Veralto Corp Com Shs (VLTO) | 0.1 | $279k | NEW | 3.1k | 88.68 |
|
| Lennox International (LII) | 0.1 | $278k | -12% | 568.00 | 489.28 |
|
| McDonald's Corporation (MCD) | 0.1 | $276k | 979.00 | 281.95 |
|
|
| Ptc (PTC) | 0.1 | $276k | NEW | 1.5k | 188.88 |
|
| Starbucks Corporation (SBUX) | 0.1 | $271k | -29% | 3.0k | 91.39 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $265k | NEW | 3.6k | 73.32 |
|
| Public Storage (PSA) | 0.1 | $260k | NEW | 895.00 | 290.76 |
|
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.1 | $259k | +4% | 105k | 2.47 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $258k | -63% | 332.00 | 777.23 |
|
| Axon Enterprise (AXON) | 0.1 | $254k | NEW | 813.00 | 312.88 |
|
| Cdw (CDW) | 0.1 | $253k | NEW | 987.00 | 256.04 |
|
| Pool Corporation (POOL) | 0.1 | $252k | +2% | 621.00 | 404.95 |
|
| Trane Technologies SHS (TT) | 0.1 | $250k | NEW | 834.00 | 300.13 |
|
| Roper Industries (ROP) | 0.1 | $244k | NEW | 435.00 | 561.10 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $242k | NEW | 1.5k | 163.95 |
|
| Sba Communications Corp Cl A (SBAC) | 0.1 | $238k | NEW | 1.1k | 216.95 |
|
| Electronic Arts (EA) | 0.1 | $234k | NEW | 1.8k | 132.78 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $232k | 3.1k | 74.21 |
|
|
| Amphenol Corp Cl A (APH) | 0.1 | $230k | -33% | 2.0k | 115.50 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $230k | +3% | 2.4k | 96.70 |
|
| Wintrust Financial Corporation (WTFC) | 0.1 | $230k | NEW | 2.2k | 104.33 |
|
| NetApp (NTAP) | 0.1 | $218k | NEW | 2.1k | 104.88 |
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| Netflix (NFLX) | 0.1 | $215k | NEW | 354.00 | 607.34 |
|
| Boeing Company (BA) | 0.1 | $212k | -21% | 1.1k | 192.99 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $207k | NEW | 1.2k | 174.29 |
|
| Waters Corporation (WAT) | 0.1 | $207k | NEW | 601.00 | 344.23 |
|
| Select Water Solutions Cl A Com (WTTR) | 0.1 | $206k | +20% | 22k | 9.23 |
|
| Great Lakes Dredge & Dock Corporation (GLDD) | 0.1 | $205k | +79% | 23k | 8.75 |
|
| Rentokil Initial Sponsored Adr (RTO) | 0.1 | $205k | +13% | 6.8k | 30.15 |
|
| Danaher Corporation (DHR) | 0.1 | $204k | -43% | 817.00 | 249.86 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $201k | NEW | 442.00 | 454.87 |
|
| Perimeter Solutions Sa Common Stock (PRM) | 0.1 | $173k | +29% | 23k | 7.42 |
|
| Telefonica S A Sponsored Adr (TEF) | 0.1 | $164k | +4% | 37k | 4.41 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.1 | $134k | +2% | 23k | 5.75 |
|
| Latham Group (SWIM) | 0.0 | $129k | +146% | 33k | 3.96 |
|
| Sirius Xm Holdings (SIRI) | 0.0 | $126k | -9% | 33k | 3.88 |
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Past Filings by Gitterman Wealth Management
SEC 13F filings are viewable for Gitterman Wealth Management going back to 2021
- Gitterman Wealth Management 2024 Q1 filed May 8, 2024
- Gitterman Wealth Management 2023 Q3 filed Nov. 2, 2023
- Gitterman Wealth Management 2023 Q2 filed Aug. 8, 2023
- Gitterman Wealth Management 2023 Q1 filed May 12, 2023
- Gitterman Wealth Management 2022 Q4 filed Feb. 13, 2023
- Gitterman Wealth Management 2022 Q3 filed Oct. 27, 2022
- Gitterman Wealth Management 2022 Q2 filed Aug. 3, 2022
- Gitterman Wealth Management 2022 Q1 filed May 12, 2022
- Gitterman Wealth Management 2021 Q4 filed Feb. 1, 2022
- Gitterman Wealth Management 2021 Q3 filed Nov. 9, 2021
- Gitterman Wealth Management 2021 Q2 filed July 30, 2021
- Gitterman Wealth Management 2021 Q1 filed May 14, 2021