Gitterman Wealth Management

Gitterman Wealth Management as of Sept. 30, 2021

Portfolio Holdings for Gitterman Wealth Management

Gitterman Wealth Management holds 76 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 48.5 $60M 894k 67.55
Ishares Tr Core S&p500 Etf (IVV) 9.5 $12M 27k 430.80
Apple (AAPL) 4.1 $5.2M 37k 141.51
Ishares Tr Core Msci Eafe (IEFA) 3.4 $4.2M 56k 74.24
Microsoft Corporation (MSFT) 2.7 $3.3M 12k 281.97
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.3 $2.8M 34k 82.41
Johnson & Johnson (JNJ) 2.1 $2.6M 16k 161.49
Vanguard Index Fds Growth Etf (VUG) 1.6 $2.0M 6.8k 290.14
Aaon Com Par $0.004 (AAON) 1.4 $1.8M 27k 65.33
Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $1.7M 17k 101.79
Alphabet Cap Stk Cl A (GOOGL) 1.3 $1.7M 625.00 2673.60
Novo-nordisk A S Adr (NVO) 1.3 $1.6M 17k 96.00
International Business Machines (IBM) 1.2 $1.5M 11k 138.97
Alphabet Cap Stk Cl C (GOOG) 1.0 $1.2M 462.00 2664.50
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.9 $1.2M 22k 53.27
UnitedHealth (UNH) 0.9 $1.1M 2.9k 390.74
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $838k 7.5k 111.58
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $823k 2.00 411500.00
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $748k 2.7k 274.09
Verizon Communications (VZ) 0.6 $696k 13k 54.00
Starbucks Corporation (SBUX) 0.6 $694k 6.3k 110.37
Honeywell International (HON) 0.5 $678k 3.2k 212.34
Netflix (NFLX) 0.5 $673k 1.1k 610.15
JPMorgan Chase & Co. (JPM) 0.5 $596k 3.6k 163.69
American Express Company (AXP) 0.5 $582k 3.5k 167.53
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.5 $572k 22k 25.86
Bio-techne Corporation (TECH) 0.4 $538k 1.1k 485.12
Amazon (AMZN) 0.4 $526k 160.00 3287.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $519k 1.9k 273.16
Consolidated Edison (ED) 0.4 $504k 6.9k 72.65
Horizon Technology Fin (HRZN) 0.4 $489k 30k 16.25
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $439k 1.2k 358.07
Tesla Motors (TSLA) 0.3 $388k 500.00 776.00
Procter & Gamble Company (PG) 0.3 $387k 2.8k 139.81
Hannon Armstrong (HASI) 0.3 $369k 6.9k 53.52
Pentair SHS (PNR) 0.3 $347k 4.8k 72.65
Brookfield Renewable Corp Cl A Sub Vtg (BEPC) 0.3 $338k 8.7k 38.84
Cisco Systems (CSCO) 0.3 $326k 6.0k 54.39
At&t (T) 0.3 $324k 12k 26.98
Stantec (STN) 0.3 $317k 6.8k 46.96
Hudson Pacific Properties (HPP) 0.3 $315k 12k 26.28
Intel Corporation (INTC) 0.3 $312k 5.9k 53.20
Ishares Tr Select Divid Etf (DVY) 0.2 $306k 2.7k 114.61
Moderna (MRNA) 0.2 $300k 780.00 384.62
Boeing Company (BA) 0.2 $291k 1.3k 219.79
Kilroy Realty Corporation (KRC) 0.2 $280k 4.2k 66.19
Costco Wholesale Corporation (COST) 0.2 $279k 622.00 448.55
CVS Caremark Corporation (CVS) 0.2 $261k 3.1k 84.93
Wipro Spon Adr 1 Sh (WIT) 0.2 $253k 29k 8.84
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $253k 1.7k 147.87
Sherwin-Williams Company (SHW) 0.2 $252k 899.00 280.31
Citigroup Com New (C) 0.2 $250k 3.6k 70.19
Vornado Rlty Tr Sh Ben Int (VNO) 0.2 $250k 6.0k 41.95
eBay (EBAY) 0.2 $248k 3.6k 69.60
Qualcomm (QCOM) 0.2 $245k 1.9k 129.02
Verisk Analytics (VRSK) 0.2 $244k 1.2k 200.33
Regeneron Pharmaceuticals (REGN) 0.2 $243k 401.00 605.99
Ralph Lauren Corp Cl A (RL) 0.2 $238k 2.1k 111.22
Alexandria Real Estate Equities (ARE) 0.2 $235k 1.2k 190.90
Garmin SHS (GRMN) 0.2 $232k 1.5k 155.81
Sk Telecom Sponsored Adr 0.2 $226k 7.5k 30.11
Texas Instruments Incorporated (TXN) 0.2 $220k 1.1k 191.80
Walt Disney Company (DIS) 0.2 $213k 1.3k 168.78
Abb Sponsored Adr (ABBNY) 0.2 $211k 6.3k 33.37
Great Lakes Dredge & Dock Corporation (GLDD) 0.2 $202k 13k 15.13
Sealed Air (SEE) 0.2 $201k 3.7k 54.86
Ubs Group SHS (UBS) 0.2 $191k 12k 15.97
Resolute Fst Prods In 0.1 $173k 15k 11.89
New York Mtg Tr Com Par $.02 0.1 $145k 34k 4.27
Steelcase Cl A (SCS) 0.1 $137k 11k 12.66
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.1 $135k 54k 2.52
Telefonica S A Sponsored Adr (TEF) 0.1 $135k 29k 4.71
Portage Fintech Acquisitn Unit 07/08/2026 (PFTAU) 0.1 $99k 10k 9.90
Turkcell Iletisim Hizmetleri Spon Adr New (TKC) 0.1 $81k 19k 4.32
Nokia Corp Sponsored Adr (NOK) 0.1 $65k 12k 5.46
Select Energy Svcs Cl A Com (WTTR) 0.0 $59k 11k 5.18