Gitterman Wealth Management, LLC Top Holdings and 13F Report (2024)

About Gitterman Wealth Management, LLC

Investment Activity

Gitterman Wealth Management, LLC has $239.86 million in total holdings as of September 30, 2024.
Gitterman Wealth Management, LLC owns shares of 127 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
Approximately 34.85% of the portfolio was purchased this quarter.
About 46.86% of the portfolio was sold this quarter.
This quarter, Gitterman Wealth Management, LLC has purchased 109 new stocks and bought additional shares in 41 stocks.
Gitterman Wealth Management, LLC sold shares of 25 stocks and completely divested from 23 stocks this quarter.

Largest Holdings

Vanguard Intermediate-Term Treasury Index ETF: $107,731,455
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund: $28,929,125
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF: $24,964,950
iShares U.S. Technology ETF: $9,381,907
Apple: $8,031,546

Largest New Holdings this Quarter

iShares U.S. Technology ETF: $9,381,907 Holding
Vanguard Total Stock Market ETF: $1,482,061 Holding
Exxon Mobil: $873,781 Holding
3M: $425,663 Holding
eBay: $370,127 Holding

Largest Purchases this Quarter

Vanguard Intermediate-Term Treasury Index ETF: 887,800 shares (about $53.64M)
iShares U.S. Technology ETF: 61,874 shares (about $9.38M)
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund: 54,364 shares (about $6.92M)
Vanguard Total Stock Market ETF: 5,234 shares (about $1.48M)
Exxon Mobil: 7,455 shares (about $873.78K)

Largest Sales this Quarter

Vanguard Short-Term Treasury Index ETF: 1,743,761 shares (about $102.92M)
Nasdaq: 5,384 shares (about $393.26K)
Starbucks: 3,623 shares (about $353.21K)
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF: 3,472 shares (about $318.76K)
McDonald's: 1,020 shares (about $310.60K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VGIT Vanguard Intermediate-Term Treasury Index ETF	$107,731,455	$53,640,814 ▲	99.2%	1,783,045	44.9%	ETF
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	$28,929,125	$6,917,997 ▲	31.4%	227,335	12.1%	ETF
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$24,964,950	$318,764 ▼	-1.3%	271,920	10.4%	ETF
IYW iShares U.S. Technology ETF	$9,381,907	$9,381,907 ▲	New Holding	61,874	3.9%	Manufacturing
AAPL Apple	$8,031,546	$171,261 ▼	-2.1%	34,469	3.3%	Computer and Technology
MSFT Microsoft	$5,093,304	$69,718 ▼	-1.4%	11,835	2.1%	Computer and Technology
IVV iShares Core S&P 500 ETF	$4,236,157	$73,256 ▲	1.8%	7,344	1.8%	ETF
JNJ Johnson & Johnson	$2,437,865		0.0%	15,043	1.0%	Medical
NVO Novo Nordisk A/S	$2,282,095	$9,287 ▲	0.4%	19,166	1.0%	Medical
NEE NextEra Energy	$1,786,763	$18,006 ▲	1.0%	21,136	0.7%	Utilities
IBM International Business Machines	$1,736,387	$25,203 ▼	-1.4%	7,854	0.7%	Computer and Technology
UNH UnitedHealth Group	$1,506,721		0.0%	2,577	0.6%	Medical
VTI Vanguard Total Stock Market ETF	$1,482,061	$1,482,061 ▲	New Holding	5,234	0.6%	ETF
GOOGL Alphabet	$1,471,772	$91,882 ▲	6.7%	8,874	0.6%	Computer and Technology
TBIL US Treasury 3 Month Bill ETF	$1,249,900	$19,516 ▼	-1.5%	24,978	0.5%	ETF
NOC Northrop Grumman	$982,210	$4,225 ▼	-0.4%	1,860	0.4%	Aerospace
AAON AAON	$970,560		0.0%	9,000	0.4%	Construction
XOM Exxon Mobil	$873,781	$873,781 ▲	New Holding	7,455	0.4%	Oils/Energy
GOOG Alphabet	$750,682		0.0%	4,490	0.3%	Computer and Technology
BRK.B Berkshire Hathaway	$726,751		0.0%	1,579	0.3%	Finance
XYL Xylem	$719,515	$59,825 ▲	9.1%	5,328	0.3%	Business Services
BRK.A Berkshire Hathaway	$691,180		0.0%	1	0.3%	Finance
NUBD Nuveen ESG U.S. Aggregate Bond ETF	$688,996	$908 ▲	0.1%	30,353	0.3%	ETF
IWF iShares Russell 1000 Growth ETF	$650,158		0.0%	1,732	0.3%	ETF
HON Honeywell International	$626,310	$8,682 ▼	-1.4%	3,030	0.3%	Multi-Sector Conglomerates
COST Costco Wholesale	$533,684		0.0%	602	0.2%	Retail/Wholesale
T AT&T	$513,663	$77,444 ▼	-13.1%	23,347	0.2%	Computer and Technology
AWK American Water Works	$506,847	$3,218 ▼	-0.6%	3,465	0.2%	Utilities
AMZN Amazon.com	$496,010		0.0%	2,662	0.2%	Retail/Wholesale
PG Procter & Gamble	$494,080		0.0%	2,853	0.2%	Consumer Staples
PTC PTC	$492,207	$224,157 ▲	83.6%	2,725	0.2%	Computer and Technology
KKR KKR & Co. Inc.	$463,690		0.0%	3,551	0.2%	Finance
CNM Core & Main	$462,826	$121,701 ▲	35.7%	10,424	0.2%	Industrial Products
AXP American Express	$457,243		0.0%	1,686	0.2%	Finance
HD Home Depot	$455,485	$143,581 ▲	46.0%	1,123	0.2%	Retail/Wholesale
QQQ Invesco QQQ	$435,358	$7,321 ▼	-1.7%	892	0.2%	Finance
PNR Pentair	$433,257	$22,294 ▲	5.4%	4,431	0.2%	Business Services
MMM 3M	$425,663	$425,663 ▲	New Holding	3,112	0.2%	Multi-Sector Conglomerates
STN Stantec	$422,000	$68,028 ▲	19.2%	5,248	0.2%	Business Services
PRMW Primo Water	$389,860	$17,473 ▲	4.7%	15,440	0.2%	Utilities
TTEK Tetra Tech	$375,841	$293,872 ▲	358.5%	7,969	0.2%	Industrial Products
VERALTO CORP	$375,593	$13,430 ▲	3.7%	3,356	0.2%	COM SHS
EBAY eBay	$370,127	$370,127 ▲	New Holding	5,681	0.2%	Retail/Wholesale
WTRG Essential Utilities	$355,761	$13,269 ▲	3.9%	9,223	0.1%	Utilities
NVS Novartis	$353,561	$5,864 ▲	1.7%	3,075	0.1%	Medical
BK Bank of New York Mellon	$344,959	$344,959 ▲	New Holding	4,799	0.1%	Finance
DE Deere & Company	$341,376		0.0%	818	0.1%	Industrial Products
LII Lennox International	$339,629	$7,265 ▲	2.2%	561	0.1%	Construction
AOS A. O. Smith	$337,387	$26,865 ▼	-7.4%	3,755	0.1%	Industrial Products
J Jacobs Solutions	$331,568	$36,535 ▲	12.4%	2,532	0.1%	Business Services
KR Kroger	$328,087	$328,087 ▲	New Holding	5,724	0.1%	Retail/Wholesale
SYY Sysco	$327,796	$63,482 ▲	24.0%	4,198	0.1%	Consumer Staples
JPM JPMorgan Chase & Co.	$326,201		0.0%	1,547	0.1%	Finance
RPM RPM International	$325,918	$6,533 ▲	2.0%	2,694	0.1%	Construction
IHG InterContinental Hotels Group	$324,141	$3,647 ▲	1.1%	2,933	0.1%	Consumer Discretionary
AKAM Akamai Technologies	$322,638	$322,638 ▲	New Holding	3,196	0.1%	Computer and Technology
IEX IDEX	$318,544	$318,544 ▲	New Holding	1,484	0.1%	Industrial Products
BSX Boston Scientific	$317,685	$317,685 ▲	New Holding	3,791	0.1%	Medical
WAB Westinghouse Air Brake Technologies	$317,268	$317,268 ▲	New Holding	1,745	0.1%	Transportation
HIG The Hartford Financial Services Group	$316,960	$316,960 ▲	New Holding	2,695	0.1%	Finance
HPQ HP	$302,132	$302,132 ▲	New Holding	8,423	0.1%	Computer and Technology
PRU Prudential Financial	$301,726	$301,726 ▲	New Holding	2,489	0.1%	Finance
MCD McDonald's	$298,116	$310,601 ▼	-51.0%	979	0.1%	Retail/Wholesale
COR Cencora	$297,373	$7,885 ▼	-2.6%	1,320	0.1%	Medical
CVS CVS Health	$294,836	$294,836 ▲	New Holding	4,690	0.1%	Retail/Wholesale
LLY Eli Lilly and Company	$293,858		0.0%	332	0.1%	Medical
RJF Raymond James	$289,129	$289,129 ▲	New Holding	2,361	0.1%	Finance
CIG CEMIG	$288,114	$5,671 ▲	2.0%	139,861	0.1%	Utilities
CHKP Check Point Software Technologies	$286,223	$1,735 ▲	0.6%	1,485	0.1%	Computer and Technology
CMG Chipotle Mexican Grill	$284,877	$72,372 ▼	-20.3%	4,944	0.1%	Retail/Wholesale
AXON Axon Enterprise	$279,715	$2,398 ▲	0.9%	700	0.1%	Aerospace
POOL Pool	$278,846	$278,846 ▲	New Holding	737	0.1%	Consumer Discretionary
VGSH Vanguard Short-Term Treasury Index ETF	$276,686	$102,916,863 ▼	-99.7%	4,688	0.1%	ETF
SBAC SBA Communications	$276,061	$20,440 ▼	-6.9%	1,148	0.1%	Finance
TSM Taiwan Semiconductor Manufacturing	$275,570	$6,776 ▼	-2.4%	1,586	0.1%	Computer and Technology
AMP Ameriprise Financial	$272,149	$272,149 ▲	New Holding	579	0.1%	Finance
SAP SAP	$269,736	$4,129 ▲	1.6%	1,176	0.1%	Computer and Technology
V Visa	$266,921	$3,030 ▲	1.1%	969	0.1%	Business Services
NOW ServiceNow	$261,168	$2,683 ▲	1.0%	292	0.1%	Computer and Technology
GS The Goldman Sachs Group	$259,736	$259,736 ▲	New Holding	524	0.1%	Finance
LMT Lockheed Martin	$258,375		0.0%	442	0.1%	Aerospace
AZO AutoZone	$258,300	$258,300 ▲	New Holding	82	0.1%	Retail/Wholesale
MTB M&T Bank	$248,269	$3,924 ▲	1.6%	1,392	0.1%	Finance
EQIX Equinix	$247,720	$9,837 ▲	4.1%	277	0.1%	Finance
AFL Aflac	$246,891	$246,891 ▲	New Holding	2,208	0.1%	Finance
PRM Perimeter Solutions	$246,875	$9,926 ▲	4.2%	18,355	0.1%	Basic Materials
MS Morgan Stanley	$246,528		0.0%	2,365	0.1%	Finance
WTFC Wintrust Financial	$245,228	$3,581 ▲	1.5%	2,260	0.1%	Finance
SYF Synchrony Financial	$239,731	$239,731 ▲	New Holding	4,804	0.1%	Finance
FMC FMC	$236,415	$236,415 ▲	New Holding	3,585	0.1%	Consumer Staples
SPGI S&P Global	$236,158	$3,101 ▲	1.3%	457	0.1%	Business Services
RDY Dr. Reddy's Laboratories	$235,659	$3,816 ▲	1.6%	2,964	0.1%	Medical
LOW Lowe's Companies	$233,684	$233,684 ▲	New Holding	862	0.1%	Retail/Wholesale
BMY Bristol-Myers Squibb	$230,224	$250,095 ▼	-52.1%	4,449	0.1%	Medical
SBUX Starbucks	$230,077	$353,207 ▼	-60.6%	2,360	0.1%	Retail/Wholesale
CTLT Catalent	$229,867	$229,867 ▲	New Holding	3,795	0.1%	Medical
ITW Illinois Tool Works	$229,825	$229,825 ▲	New Holding	877	0.1%	Industrial Products
WM Waste Management	$229,290	$229,290 ▲	New Holding	1,104	0.1%	Business Services
ED Consolidated Edison	$228,885	$228,885 ▲	New Holding	2,198	0.1%	Utilities
MRK Merck & Co., Inc.	$228,078	$2,614 ▼	-1.1%	2,007	0.1%	Medical

Showing largest 100 holdings. View all holdings.

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Gitterman Wealth Management, LLC Top Holdings and 13F Report (2024)

About Gitterman Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Gitterman Wealth Management, LLC Top Holdings and 13F Report (2024)

About Gitterman Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGitterman Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools