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 |