Gitterman Wealth Management

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