Gitterman Wealth Management as of June 30, 2023
Portfolio Holdings for Gitterman Wealth Management
Gitterman Wealth Management holds 82 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 43.4 | $93M | 1.6M | 57.73 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 33.7 | $72M | 1.2M | 58.66 | |
| Apple (AAPL) | 3.1 | $6.6M | 34k | 193.97 | |
| Microsoft Corporation (MSFT) | 2.0 | $4.2M | 12k | 340.55 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.7 | $3.6M | 8.0k | 445.65 | |
| Johnson & Johnson (JNJ) | 1.5 | $3.1M | 19k | 165.54 | |
| Novo-nordisk A S Adr (NVO) | 0.9 | $1.9M | 12k | 161.83 | |
| Aaon Com Par $0.004 (AAON) | 0.8 | $1.7M | 18k | 94.81 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.4M | 12k | 119.70 | |
| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.6 | $1.3M | 57k | 21.98 | |
| UnitedHealth (UNH) | 0.6 | $1.2M | 2.6k | 480.64 | |
| Nextera Energy (NEE) | 0.5 | $1.1M | 15k | 74.20 | |
| International Business Machines (IBM) | 0.5 | $1.1M | 8.3k | 133.82 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $997k | 8.2k | 120.97 | |
| Northrop Grumman Corporation (NOC) | 0.4 | $851k | 1.9k | 455.80 | |
| Honeywell International (HON) | 0.3 | $667k | 3.2k | 207.49 | |
| American Express Company (AXP) | 0.3 | $639k | 3.7k | 174.20 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $607k | 1.8k | 341.00 | |
| Aon Shs Cl A (AON) | 0.3 | $590k | 1.7k | 345.25 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $551k | 2.0k | 275.18 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $537k | 1.4k | 393.40 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $518k | 1.00 | 517810.00 | |
| Trane Technologies SHS (TT) | 0.2 | $458k | 2.4k | 191.24 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $458k | 3.1k | 145.44 | |
| Visa Com Cl A (V) | 0.2 | $447k | 1.9k | 237.52 | |
| Procter & Gamble Company (PG) | 0.2 | $441k | 2.9k | 151.72 | |
| Home Depot (HD) | 0.2 | $429k | 1.4k | 310.64 | |
| Starbucks Corporation (SBUX) | 0.2 | $416k | 4.2k | 99.06 | |
| Danaher Corporation (DHR) | 0.2 | $382k | 1.6k | 240.01 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $369k | 1.0k | 369.42 | |
| CBOE Holdings (CBOE) | 0.2 | $360k | 2.6k | 138.12 | |
| Nasdaq Omx (NDAQ) | 0.2 | $358k | 7.2k | 49.85 | |
| Amazon (AMZN) | 0.2 | $350k | 2.7k | 130.36 | |
| CoStar (CSGP) | 0.2 | $336k | 3.8k | 89.00 | |
| Deere & Company (DE) | 0.2 | $331k | 818.00 | 405.19 | |
| Costco Wholesale Corporation (COST) | 0.2 | $331k | 614.00 | 538.38 | |
| McDonald's Corporation (MCD) | 0.2 | $326k | 1.1k | 298.41 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $323k | 4.8k | 67.49 | |
| Stantec (STN) | 0.1 | $305k | 4.7k | 65.22 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $300k | 3.0k | 100.92 | |
| Snap-on Incorporated (SNA) | 0.1 | $300k | 1.0k | 288.70 | |
| Boeing Company (BA) | 0.1 | $298k | 1.4k | 211.16 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $297k | 845.00 | 351.90 | |
| American Water Works (AWK) | 0.1 | $281k | 2.0k | 142.70 | |
| Moody's Corporation (MCO) | 0.1 | $277k | 796.00 | 347.85 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 0.1 | $276k | 1.1k | 241.53 | |
| Amphenol Corp Cl A (APH) | 0.1 | $271k | 3.2k | 84.95 | |
| Biogen Idec (BIIB) | 0.1 | $266k | 932.00 | 284.85 | |
| Keysight Technologies (KEYS) | 0.1 | $265k | 1.6k | 167.45 | |
| Watsco, Incorporated (WSO) | 0.1 | $263k | 690.00 | 381.78 | |
| BorgWarner (BWA) | 0.1 | $259k | 5.3k | 48.94 | |
| AutoZone (AZO) | 0.1 | $254k | 102.00 | 2493.25 | |
| Zurn Water Solutions Corp Zws (ZWS) | 0.1 | $253k | 9.4k | 26.89 | |
| Jacobs Engineering Group (J) | 0.1 | $253k | 2.1k | 118.96 | |
| Pool Corporation (POOL) | 0.1 | $252k | 672.00 | 375.38 | |
| Everest Re Group (EG) | 0.1 | $246k | 718.00 | 342.10 | |
| Pentair SHS (PNR) | 0.1 | $245k | 3.8k | 64.60 | |
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.1 | $245k | 93k | 2.63 | |
| Avery Dennison Corporation (AVY) | 0.1 | $245k | 1.4k | 171.92 | |
| Las Vegas Sands (LVS) | 0.1 | $244k | 4.2k | 58.00 | |
| Pulte (PHM) | 0.1 | $244k | 3.1k | 77.68 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $239k | 2.0k | 120.28 | |
| Xylem (XYL) | 0.1 | $237k | 2.1k | 112.62 | |
| Automatic Data Processing (ADP) | 0.1 | $235k | 1.1k | 219.82 | |
| Intel Corporation (INTC) | 0.1 | $232k | 6.9k | 33.44 | |
| Tetra Tech (TTEK) | 0.1 | $228k | 1.4k | 163.89 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $225k | 2.0k | 113.29 | |
| Organon & Co Common Stock (OGN) | 0.1 | $221k | 11k | 20.81 | |
| Verizon Communications (VZ) | 0.1 | $220k | 5.9k | 37.19 | |
| Rentokil Initial Sponsored Adr (RTO) | 0.1 | $216k | 5.5k | 39.00 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $214k | 2.1k | 100.88 | |
| Gartner (IT) | 0.1 | $209k | 596.00 | 350.31 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $204k | 442.00 | 460.38 | |
| Sirius Xm Holdings (SIRI) | 0.1 | $160k | 35k | 4.53 | |
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $149k | 68k | 2.20 | |
| Select Water Solutions Cl A Com (WTTR) | 0.1 | $149k | 18k | 8.10 | |
| Companhia De Saneamento Basi Sponsored Adr (SBS) | 0.1 | $132k | 11k | 11.84 | |
| Telefonica S A Sponsored Adr (TEF) | 0.1 | $131k | 33k | 4.03 | |
| Portage Fintech Acquisitn Unit 07/08/2026 (PFTAU) | 0.0 | $104k | 10k | 10.37 | |
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $100k | 21k | 4.72 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 0.0 | $97k | 12k | 8.16 | |
| Perimeter Solutions Sa Common Stock (PRM) | 0.0 | $72k | 12k | 6.15 |
