Gitterman Wealth Management as of Sept. 30, 2023
Portfolio Holdings for Gitterman Wealth Management
Gitterman Wealth Management holds 83 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 44.4 | $94M | 1.6M | 57.60 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 33.6 | $71M | 1.2M | 57.15 | |
| Apple (AAPL) | 2.9 | $6.0M | 35k | 171.21 | |
| Microsoft Corporation (MSFT) | 2.0 | $4.1M | 13k | 315.77 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $3.1M | 7.2k | 429.44 | |
| Johnson & Johnson (JNJ) | 1.2 | $2.6M | 17k | 155.75 | |
| Novo-nordisk A S Adr (NVO) | 1.0 | $2.1M | 23k | 90.94 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $1.8M | 14k | 130.86 | |
| Aaon Com Par $0.004 (AAON) | 0.7 | $1.5M | 27k | 56.87 | |
| UnitedHealth (UNH) | 0.6 | $1.3M | 2.6k | 504.19 | |
| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.6 | $1.2M | 59k | 21.10 | |
| International Business Machines (IBM) | 0.5 | $1.1M | 8.2k | 140.30 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.1M | 8.1k | 131.85 | |
| Nextera Energy (NEE) | 0.4 | $903k | 16k | 57.29 | |
| Northrop Grumman Corporation (NOC) | 0.4 | $822k | 1.9k | 440.19 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $623k | 1.8k | 350.30 | |
| Honeywell International (HON) | 0.3 | $586k | 3.2k | 184.73 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $560k | 1.4k | 396.07 | |
| American Express Company (AXP) | 0.3 | $548k | 3.7k | 149.19 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $532k | 1.00 | 531477.00 | |
| Eli Lilly & Co. (LLY) | 0.2 | $494k | 920.00 | 537.05 | |
| Verisk Analytics (VRSK) | 0.2 | $458k | 1.9k | 236.33 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $451k | 3.1k | 145.02 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $438k | 1.6k | 265.99 | |
| Procter & Gamble Company (PG) | 0.2 | $430k | 2.9k | 145.84 | |
| Autodesk (ADSK) | 0.2 | $400k | 1.9k | 206.80 | |
| Starbucks Corporation (SBUX) | 0.2 | $383k | 4.2k | 91.27 | |
| Xylem (XYL) | 0.2 | $370k | 4.1k | 91.01 | |
| Danaher Corporation (DHR) | 0.2 | $360k | 1.4k | 248.15 | |
| Costco Wholesale Corporation (COST) | 0.2 | $340k | 602.00 | 564.96 | |
| Amazon (AMZN) | 0.2 | $338k | 2.7k | 127.12 | |
| Ansys (ANSS) | 0.2 | $331k | 1.1k | 297.55 | |
| Regeneron Pharmaceuticals (REGN) | 0.2 | $327k | 397.00 | 823.00 | |
| Nike CL B (NKE) | 0.1 | $313k | 3.3k | 95.62 | |
| Deere & Company (DE) | 0.1 | $309k | 818.00 | 377.38 | |
| Humana (HUM) | 0.1 | $300k | 616.00 | 486.53 | |
| Aon Shs Cl A (AON) | 0.1 | $300k | 924.00 | 324.34 | |
| Avery Dennison Corporation (AVY) | 0.1 | $290k | 1.6k | 182.91 | |
| Stantec (STN) | 0.1 | $290k | 4.5k | 64.89 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $279k | 909.00 | 307.30 | |
| Automatic Data Processing (ADP) | 0.1 | $272k | 1.1k | 240.70 | |
| Boeing Company (BA) | 0.1 | $268k | 1.4k | 191.68 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $263k | 735.00 | 358.27 | |
| S&p Global (SPGI) | 0.1 | $261k | 715.00 | 365.52 | |
| Watsco, Incorporated (WSO) | 0.1 | $261k | 691.00 | 377.24 | |
| Exelon Corporation (EXC) | 0.1 | $259k | 6.8k | 37.80 | |
| McDonald's Corporation (MCD) | 0.1 | $258k | 979.00 | 263.44 | |
| American Water Works (AWK) | 0.1 | $253k | 2.0k | 123.77 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $253k | 2.9k | 86.90 | |
| Nordson Corporation (NDSN) | 0.1 | $253k | 1.1k | 223.25 | |
| Amphenol Corp Cl A (APH) | 0.1 | $250k | 3.0k | 84.03 | |
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.1 | $244k | 101k | 2.42 | |
| Lennox International (LII) | 0.1 | $244k | 650.00 | 374.62 | |
| First Solar (FSLR) | 0.1 | $238k | 1.5k | 161.59 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $233k | 2.3k | 101.83 | |
| Gartner (IT) | 0.1 | $227k | 661.00 | 343.60 | |
| Zurn Water Solutions Corp Zws (ZWS) | 0.1 | $227k | 8.1k | 28.02 | |
| Pentair SHS (PNR) | 0.1 | $223k | 3.4k | 64.76 | |
| Hershey Company (HSY) | 0.1 | $222k | 1.1k | 200.20 | |
| Rentokil Initial Sponsored Adr (RTO) | 0.1 | $221k | 6.0k | 37.05 | |
| Essential Utils (WTRG) | 0.1 | $221k | 6.4k | 34.34 | |
| Universal Hlth Svcs CL B (UHS) | 0.1 | $219k | 1.7k | 125.76 | |
| Kkr & Co (KKR) | 0.1 | $219k | 3.6k | 61.60 | |
| Tetra Tech (TTEK) | 0.1 | $218k | 1.4k | 152.10 | |
| Pool Corporation (POOL) | 0.1 | $215k | 603.00 | 357.04 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $215k | 537.00 | 399.46 | |
| DaVita (DVA) | 0.1 | $212k | 2.2k | 94.53 | |
| 4068594 Enphase Energy (ENPH) | 0.1 | $205k | 1.7k | 120.15 | |
| Primo Water (PRMW) | 0.1 | $204k | 15k | 13.80 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $202k | 3.1k | 64.34 | |
| Intel Corporation (INTC) | 0.1 | $201k | 5.7k | 35.55 | |
| Wal-Mart Stores (WMT) | 0.1 | $201k | 1.3k | 159.93 | |
| Sirius Xm Holdings (SIRI) | 0.1 | $162k | 36k | 4.52 | |
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $154k | 73k | 2.13 | |
| Select Water Solutions Cl A Com (WTTR) | 0.1 | $147k | 19k | 7.95 | |
| Telefonica S A Sponsored Adr (TEF) | 0.1 | $145k | 36k | 4.07 | |
| Companhia De Saneamento Basi Sponsored Adr (SBS) | 0.1 | $138k | 11k | 12.12 | |
| Wipro Spon Adr 1 Sh (WIT) | 0.1 | $110k | 23k | 4.84 | |
| Portage Fintech Acquisitn Unit 07/08/2026 (PFTAU) | 0.0 | $105k | 10k | 10.47 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 0.0 | $104k | 13k | 7.97 | |
| Perimeter Solutions Sa Common Stock (PRM) | 0.0 | $82k | 18k | 4.54 | |
| Latham Group (SWIM) | 0.0 | $37k | 13k | 2.80 | |
| Rigetti Computing Common Stock (RGTI) | 0.0 | $27k | 20k | 1.33 |
