Gitterman Wealth Management as of March 31, 2024
Portfolio Holdings for Gitterman Wealth Management
Gitterman Wealth Management holds 100 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 39.5 | $102M | 1.8M | 58.07 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 20.4 | $53M | 899k | 58.55 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 9.9 | $25M | 277k | 91.80 | |
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 8.0 | $21M | 181k | 114.62 | |
| Apple (AAPL) | 2.4 | $6.1M | 36k | 171.48 | |
| Microsoft Corporation (MSFT) | 2.0 | $5.1M | 12k | 420.76 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $3.8M | 7.2k | 525.70 | |
| Novo-nordisk A S Adr (NVO) | 1.0 | $2.5M | 19k | 128.40 | |
| Johnson & Johnson (JNJ) | 0.9 | $2.4M | 15k | 158.19 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.6M | 10k | 150.93 | |
| International Business Machines (IBM) | 0.6 | $1.5M | 8.0k | 190.96 | |
| Nextera Energy (NEE) | 0.5 | $1.4M | 22k | 63.91 | |
| UnitedHealth (UNH) | 0.5 | $1.3M | 2.6k | 494.70 | |
| RBB Us Treas 3 Mnth (TBIL) | 0.4 | $1.1M | 21k | 50.03 | |
| Northrop Grumman Corporation (NOC) | 0.3 | $894k | 1.9k | 478.66 | |
| Aaon Com Par $0.004 (AAON) | 0.3 | $793k | 9.0k | 88.10 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $707k | 1.5k | 481.92 | |
| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.3 | $695k | 32k | 21.97 | |
| Xylem (XYL) | 0.3 | $685k | 5.3k | 129.24 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $684k | 4.5k | 152.26 | |
| Aon Shs Cl A (AON) | 0.3 | $671k | 2.0k | 333.89 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $664k | 1.6k | 420.52 | |
| W.W. Grainger (GWW) | 0.3 | $653k | 642.00 | 1017.66 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $634k | 1.00 | 634440.00 | |
| Honeywell International (HON) | 0.2 | $631k | 3.1k | 205.24 | |
| Visa Com Cl A (V) | 0.2 | $559k | 2.0k | 279.25 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $555k | 1.6k | 337.05 | |
| AFLAC Incorporated (AFL) | 0.2 | $501k | 5.8k | 85.82 | |
| General Electric Com New (GE) | 0.2 | $493k | 2.8k | 175.53 | |
| Amazon (AMZN) | 0.2 | $480k | 2.7k | 180.38 | |
| Core & Main Cl A (CNM) | 0.2 | $469k | 8.2k | 57.25 | |
| Procter & Gamble Company (PG) | 0.2 | $463k | 2.9k | 162.23 | |
| American Water Works (AWK) | 0.2 | $455k | 3.7k | 122.23 | |
| Costco Wholesale Corporation (COST) | 0.2 | $441k | 602.00 | 732.63 | |
| Snap-on Incorporated (SNA) | 0.2 | $440k | 1.5k | 296.52 | |
| At&t (T) | 0.2 | $439k | 25k | 17.60 | |
| Broadcom (AVGO) | 0.2 | $406k | 306.00 | 1325.42 | |
| TransDigm Group Incorporated (TDG) | 0.2 | $388k | 315.00 | 1231.59 | |
| American Express Company (AXP) | 0.1 | $384k | 1.7k | 227.69 | |
| Brown & Brown (BRO) | 0.1 | $383k | 4.4k | 87.55 | |
| Stantec (STN) | 0.1 | $371k | 4.5k | 83.02 | |
| Tetra Tech (TTEK) | 0.1 | $367k | 2.0k | 184.67 | |
| Cigna Corp (CI) | 0.1 | $364k | 1.0k | 363.71 | |
| Kkr & Co (KKR) | 0.1 | $357k | 3.6k | 100.58 | |
| Primo Water (PRMW) | 0.1 | $356k | 20k | 18.21 | |
| Hilton Worldwide Holdings (HLT) | 0.1 | $350k | 1.6k | 213.31 | |
| Essential Utils (WTRG) | 0.1 | $339k | 9.1k | 37.05 | |
| Anthem (ELV) | 0.1 | $336k | 648.00 | 518.85 | |
| Deere & Company (DE) | 0.1 | $336k | 818.00 | 410.74 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $336k | 4.4k | 76.81 | |
| Nike CL B (NKE) | 0.1 | $335k | 3.6k | 94.03 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $333k | 750.00 | 444.01 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $331k | 344.00 | 962.45 | |
| Sap Se Spon Adr (SAP) | 0.1 | $314k | 1.6k | 195.03 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $310k | 1.5k | 200.30 | |
| Centene Corporation (CNC) | 0.1 | $307k | 3.9k | 78.48 | |
| Hp (HPQ) | 0.1 | $307k | 10k | 30.22 | |
| Intercontinental Hotels Grou Sponsored Ads (IHG) | 0.1 | $304k | 2.9k | 105.66 | |
| Jacobs Engineering Group (J) | 0.1 | $299k | 1.9k | 153.77 | |
| Bj's Wholesale Club Holdings (BJ) | 0.1 | $295k | 3.9k | 75.65 | |
| Pentair SHS (PNR) | 0.1 | $294k | 3.4k | 85.44 | |
| Automatic Data Processing (ADP) | 0.1 | $288k | 1.2k | 250.10 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $287k | 1.4k | 206.12 | |
| Gartner (IT) | 0.1 | $280k | 588.00 | 476.67 | |
| Veralto Corp Com Shs (VLTO) | 0.1 | $279k | 3.1k | 88.68 | |
| Lennox International (LII) | 0.1 | $278k | 568.00 | 489.28 | |
| McDonald's Corporation (MCD) | 0.1 | $276k | 979.00 | 281.95 | |
| Ptc (PTC) | 0.1 | $276k | 1.5k | 188.88 | |
| Starbucks Corporation (SBUX) | 0.1 | $271k | 3.0k | 91.39 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $265k | 3.6k | 73.32 | |
| Public Storage (PSA) | 0.1 | $260k | 895.00 | 290.76 | |
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.1 | $259k | 105k | 2.47 | |
| Eli Lilly & Co. (LLY) | 0.1 | $258k | 332.00 | 777.23 | |
| Axon Enterprise (AXON) | 0.1 | $254k | 813.00 | 312.88 | |
| Cdw (CDW) | 0.1 | $253k | 987.00 | 256.04 | |
| Pool Corporation (POOL) | 0.1 | $252k | 621.00 | 404.95 | |
| Trane Technologies SHS (TT) | 0.1 | $250k | 834.00 | 300.13 | |
| Roper Industries (ROP) | 0.1 | $244k | 435.00 | 561.10 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $242k | 1.5k | 163.95 | |
| Sba Communications Corp Cl A (SBAC) | 0.1 | $238k | 1.1k | 216.95 | |
| Electronic Arts (EA) | 0.1 | $234k | 1.8k | 132.78 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $232k | 3.1k | 74.21 | |
| Amphenol Corp Cl A (APH) | 0.1 | $230k | 2.0k | 115.50 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $230k | 2.4k | 96.70 | |
| Wintrust Financial Corporation (WTFC) | 0.1 | $230k | 2.2k | 104.33 | |
| NetApp (NTAP) | 0.1 | $218k | 2.1k | 104.88 | |
| Netflix (NFLX) | 0.1 | $215k | 354.00 | 607.34 | |
| Boeing Company (BA) | 0.1 | $212k | 1.1k | 192.99 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $207k | 1.2k | 174.29 | |
| Waters Corporation (WAT) | 0.1 | $207k | 601.00 | 344.23 | |
| Select Water Solutions Cl A Com (WTTR) | 0.1 | $206k | 22k | 9.23 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 0.1 | $205k | 23k | 8.75 | |
| Rentokil Initial Sponsored Adr (RTO) | 0.1 | $205k | 6.8k | 30.15 | |
| Danaher Corporation (DHR) | 0.1 | $204k | 817.00 | 249.86 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $201k | 442.00 | 454.87 | |
| Perimeter Solutions Sa Common Stock (PRM) | 0.1 | $173k | 23k | 7.42 | |
| Telefonica S A Sponsored Adr (TEF) | 0.1 | $164k | 37k | 4.41 | |
| Wipro Spon Adr 1 Sh (WIT) | 0.1 | $134k | 23k | 5.75 | |
| Latham Group (SWIM) | 0.0 | $129k | 33k | 3.96 | |
| Sirius Xm Holdings (SIRI) | 0.0 | $126k | 33k | 3.88 |
