Gitterman Wealth Management as of March 31, 2022
Portfolio Holdings for Gitterman Wealth Management
Gitterman Wealth Management holds 97 positions in its portfolio as reported in the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 47.9 | $60M | 946k | 62.87 | |
Ishares Tr Core S&p500 Etf (IVV) | 6.2 | $7.7M | 17k | 453.66 | |
Apple (AAPL) | 5.4 | $6.7M | 38k | 174.61 | |
Microsoft Corporation (MSFT) | 3.1 | $3.9M | 13k | 308.33 | |
Johnson & Johnson (JNJ) | 2.3 | $2.9M | 16k | 177.23 | |
Ishares Tr Core Msci Eafe (IEFA) | 2.0 | $2.5M | 36k | 69.52 | |
Novo-nordisk A S Adr (NVO) | 1.4 | $1.7M | 16k | 111.03 | |
UnitedHealth (UNH) | 1.3 | $1.6M | 3.2k | 509.99 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $1.6M | 570.00 | 2780.70 | |
Aaon Com Par $0.004 (AAON) | 1.2 | $1.5M | 27k | 55.74 | |
International Business Machines (IBM) | 1.1 | $1.4M | 11k | 130.92 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.1 | $1.4M | 17k | 78.09 | |
Vanguard Index Fds Growth Etf (VUG) | 1.0 | $1.2M | 4.3k | 287.53 | |
Alphabet Cap Stk Cl C (GOOG) | 1.0 | $1.2M | 429.00 | 2792.54 | |
Nextera Energy (NEE) | 0.9 | $1.1M | 13k | 84.75 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.9 | $1.1M | 10k | 108.32 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.9 | $1.1M | 2.00 | 529000.00 | |
Northrop Grumman Corporation (NOC) | 0.7 | $832k | 1.9k | 447.31 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $706k | 2.0k | 353.00 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $690k | 2.5k | 277.44 | |
American Express Company (AXP) | 0.5 | $682k | 3.6k | 186.95 | |
Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.5 | $672k | 28k | 24.13 | |
Consolidated Edison (ED) | 0.5 | $660k | 7.0k | 94.62 | |
Honeywell International (HON) | 0.5 | $621k | 3.2k | 194.49 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $569k | 6.0k | 95.04 | |
Verizon Communications (VZ) | 0.4 | $555k | 11k | 50.93 | |
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.4 | $553k | 11k | 50.08 | |
JPMorgan Chase & Co. (JPM) | 0.4 | $551k | 4.0k | 136.39 | |
Tesla Motors (TSLA) | 0.4 | $539k | 500.00 | 1078.00 | |
Wal-Mart Stores (WMT) | 0.4 | $468k | 3.1k | 149.14 | |
Horizon Technology Fin (HRZN) | 0.4 | $467k | 36k | 12.99 | |
Amazon (AMZN) | 0.4 | $456k | 140.00 | 3257.14 | |
Procter & Gamble Company (PG) | 0.4 | $446k | 2.9k | 152.84 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $444k | 1.2k | 362.15 | |
Brookfield Renewable Corp Cl A Sub Vtg (BEPC) | 0.3 | $431k | 9.5k | 45.26 | |
Glaxosmithkline Sponsored Adr | 0.3 | $420k | 9.6k | 43.62 | |
Costco Wholesale Corporation (COST) | 0.3 | $416k | 722.00 | 576.18 | |
Hannon Armstrong (HASI) | 0.3 | $399k | 8.4k | 47.28 | |
Starbucks Corporation (SBUX) | 0.3 | $377k | 4.1k | 90.89 | |
Hudson Pacific Properties (HPP) | 0.3 | $373k | 13k | 27.95 | |
Vornado Rlty Tr Sh Ben Int (VNO) | 0.3 | $367k | 8.1k | 45.33 | |
Pepsi (PEP) | 0.3 | $353k | 2.1k | 167.62 | |
Ishares Tr Select Divid Etf (DVY) | 0.3 | $342k | 2.7k | 128.09 | |
Prologis (PLD) | 0.3 | $337k | 2.1k | 161.86 | |
Intel Corporation (INTC) | 0.3 | $335k | 6.8k | 49.52 | |
Kroger (KR) | 0.3 | $320k | 5.6k | 57.45 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $318k | 1.2k | 261.30 | |
Pool Corporation (POOL) | 0.2 | $300k | 713.00 | 420.76 | |
Citrix Systems | 0.2 | $296k | 2.9k | 100.89 | |
Cme (CME) | 0.2 | $296k | 1.2k | 238.13 | |
Iron Mountain (IRM) | 0.2 | $289k | 5.2k | 55.46 | |
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $286k | 2.4k | 119.57 | |
Lumen Technologies (LUMN) | 0.2 | $285k | 21k | 13.47 | |
Netflix (NFLX) | 0.2 | $281k | 750.00 | 374.67 | |
Extra Space Storage (EXR) | 0.2 | $280k | 1.4k | 205.73 | |
Wabtec Corporation (WAB) | 0.2 | $277k | 2.9k | 96.35 | |
Fastenal Company (FAST) | 0.2 | $276k | 4.2k | 66.43 | |
Illumina (ILMN) | 0.2 | $271k | 774.00 | 350.13 | |
Qualcomm (QCOM) | 0.2 | $262k | 1.7k | 150.66 | |
Nasdaq Omx (NDAQ) | 0.2 | $261k | 1.5k | 177.91 | |
Kilroy Realty Corporation (KRC) | 0.2 | $261k | 3.4k | 76.34 | |
International Paper Company (IP) | 0.2 | $260k | 5.6k | 46.14 | |
Boeing Company (BA) | 0.2 | $259k | 1.4k | 191.85 | |
Cisco Systems (CSCO) | 0.2 | $258k | 4.6k | 55.71 | |
Ubs Group SHS (UBS) | 0.2 | $256k | 13k | 19.56 | |
CBOE Holdings (CBOE) | 0.2 | $252k | 2.2k | 114.23 | |
Keysight Technologies (KEYS) | 0.2 | $248k | 1.6k | 156.37 | |
Core & Main Cl A (CNM) | 0.2 | $245k | 10k | 24.44 | |
LKQ Corporation (LKQ) | 0.2 | $244k | 5.4k | 44.92 | |
S&p Global (SPGI) | 0.2 | $242k | 589.00 | 410.87 | |
Wipro Spon Adr 1 Sh (WIT) | 0.2 | $241k | 31k | 7.73 | |
Dentsply Sirona (XRAY) | 0.2 | $239k | 4.9k | 48.29 | |
Bio-techne Corporation (TECH) | 0.2 | $234k | 541.00 | 432.53 | |
Crown Castle Intl (CCI) | 0.2 | $231k | 1.2k | 187.96 | |
Citigroup Com New (C) | 0.2 | $230k | 4.3k | 53.45 | |
Steelcase Cl A (SCS) | 0.2 | $227k | 19k | 12.00 | |
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.2 | $226k | 70k | 3.23 | |
Alexandria Real Estate Equities (ARE) | 0.2 | $224k | 1.1k | 202.35 | |
Charles River Laboratories (CRL) | 0.2 | $224k | 790.00 | 283.54 | |
Zurn Water Solutions Corp Zws (ZWS) | 0.2 | $220k | 6.2k | 35.42 | |
Resolute Fst Prods In | 0.2 | $220k | 17k | 13.01 | |
Zoetis Cl A (ZTS) | 0.2 | $218k | 1.2k | 179.28 | |
Abb Sponsored Adr (ABBNY) | 0.2 | $213k | 6.6k | 32.23 | |
Kraneshares Tr Global Carb Stra (KRBN) | 0.2 | $213k | 4.6k | 46.67 | |
Schnitzer Steel Inds Cl A (RDUS) | 0.2 | $209k | 4.0k | 51.90 | |
Deere & Company (DE) | 0.2 | $208k | 500.00 | 416.00 | |
Kkr & Co (KKR) | 0.2 | $208k | 3.6k | 58.58 | |
Kb Finl Group Sponsored Adr (KB) | 0.2 | $204k | 4.2k | 48.98 | |
Medtronic SHS (MDT) | 0.2 | $204k | 1.8k | 110.99 | |
Texas Instruments Incorporated (TXN) | 0.2 | $203k | 1.1k | 183.21 | |
At&t (T) | 0.2 | $201k | 8.5k | 23.57 | |
Great Lakes Dredge & Dock Corporation (GLDD) | 0.1 | $157k | 11k | 13.90 | |
Telefonica S A Sponsored Adr (TEF) | 0.1 | $150k | 31k | 4.81 | |
New York Mtg Tr Com Par $.02 | 0.1 | $124k | 34k | 3.65 | |
Companhia De Saneamento Basi Sponsored Adr (SBS) | 0.1 | $108k | 11k | 9.82 | |
Portage Fintech Acquisitn Unit 07/08/2026 (PFTAU) | 0.1 | $98k | 10k | 9.80 | |
Nokia Corp Sponsored Adr (NOK) | 0.1 | $70k | 13k | 5.53 |