Gitterman Wealth Management, LLC Top Holdings and 13F Report (2024) About Gitterman Wealth Management, LLCInvestment ActivityGitterman 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 $107,731,455First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund $28,929,125SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $24,964,950iShares U.S. Technology ETF $9,381,907Apple $8,031,546 Largest New Holdings this Quarter iShares U.S. Technology ETF $9,381,907 HoldingVanguard Total Stock Market ETF $1,482,061 HoldingExxon Mobil $873,781 Holding3M $425,663 HoldingeBay $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 TimeMap of 500 Largest Holdings ofGitterman Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVGITVanguard Intermediate-Term Treasury Index ETF$107,731,455$53,640,814 ▲99.2%1,783,04544.9%ETFGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$28,929,125$6,917,997 ▲31.4%227,33512.1%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$24,964,950$318,764 ▼-1.3%271,92010.4%ETFIYWiShares U.S. Technology ETF$9,381,907$9,381,907 ▲New Holding61,8743.9%ManufacturingAAPLApple$8,031,546$171,261 ▼-2.1%34,4693.3%Computer and TechnologyMSFTMicrosoft$5,093,304$69,718 ▼-1.4%11,8352.1%Computer and TechnologyIVViShares Core S&P 500 ETF$4,236,157$73,256 ▲1.8%7,3441.8%ETFJNJJohnson & Johnson$2,437,8650.0%15,0431.0%MedicalNVONovo Nordisk A/S$2,282,095$9,287 ▲0.4%19,1661.0%MedicalNEENextEra Energy$1,786,763$18,006 ▲1.0%21,1360.7%UtilitiesIBMInternational Business Machines$1,736,387$25,203 ▼-1.4%7,8540.7%Computer and TechnologyUNHUnitedHealth Group$1,506,7210.0%2,5770.6%MedicalVTIVanguard Total Stock Market ETF$1,482,061$1,482,061 ▲New Holding5,2340.6%ETFGOOGLAlphabet$1,471,772$91,882 ▲6.7%8,8740.6%Computer and TechnologyTBILUS Treasury 3 Month Bill ETF$1,249,900$19,516 ▼-1.5%24,9780.5%ETFNOCNorthrop Grumman$982,210$4,225 ▼-0.4%1,8600.4%AerospaceAAONAAON$970,5600.0%9,0000.4%ConstructionXOMExxon Mobil$873,781$873,781 ▲New Holding7,4550.4%Oils/EnergyGOOGAlphabet$750,6820.0%4,4900.3%Computer and TechnologyBRK.BBerkshire Hathaway$726,7510.0%1,5790.3%FinanceXYLXylem$719,515$59,825 ▲9.1%5,3280.3%Business ServicesBRK.ABerkshire Hathaway$691,1800.0%10.3%FinanceNUBDNuveen ESG U.S. Aggregate Bond ETF$688,996$908 ▲0.1%30,3530.3%ETFIWFiShares Russell 1000 Growth ETF$650,1580.0%1,7320.3%ETFHONHoneywell International$626,310$8,682 ▼-1.4%3,0300.3%Multi-Sector ConglomeratesCOSTCostco Wholesale$533,6840.0%6020.2%Retail/WholesaleTAT&T$513,663$77,444 ▼-13.1%23,3470.2%Computer and TechnologyAWKAmerican Water Works$506,847$3,218 ▼-0.6%3,4650.2%UtilitiesAMZNAmazon.com$496,0100.0%2,6620.2%Retail/WholesalePGProcter & Gamble$494,0800.0%2,8530.2%Consumer StaplesPTCPTC$492,207$224,157 ▲83.6%2,7250.2%Computer and TechnologyKKRKKR & Co. Inc.$463,6900.0%3,5510.2%FinanceCNMCore & Main$462,826$121,701 ▲35.7%10,4240.2%Industrial ProductsAXPAmerican Express$457,2430.0%1,6860.2%FinanceHDHome Depot$455,485$143,581 ▲46.0%1,1230.2%Retail/WholesaleQQQInvesco QQQ$435,358$7,321 ▼-1.7%8920.2%FinancePNRPentair$433,257$22,294 ▲5.4%4,4310.2%Business ServicesMMM3M$425,663$425,663 ▲New Holding3,1120.2%Multi-Sector ConglomeratesSTNStantec$422,000$68,028 ▲19.2%5,2480.2%Business ServicesPRMWPrimo Water$389,860$17,473 ▲4.7%15,4400.2%UtilitiesTTEKTetra Tech$375,841$293,872 ▲358.5%7,9690.2%Industrial ProductsVERALTO CORP$375,593$13,430 ▲3.7%3,3560.2%COM SHSEBAYeBay$370,127$370,127 ▲New Holding5,6810.2%Retail/WholesaleWTRGEssential Utilities$355,761$13,269 ▲3.9%9,2230.1%UtilitiesNVSNovartis$353,561$5,864 ▲1.7%3,0750.1%MedicalBKBank of New York Mellon$344,959$344,959 ▲New Holding4,7990.1%FinanceDEDeere & Company$341,3760.0%8180.1%Industrial ProductsLIILennox International$339,629$7,265 ▲2.2%5610.1%ConstructionAOSA. O. Smith$337,387$26,865 ▼-7.4%3,7550.1%Industrial ProductsJJacobs Solutions$331,568$36,535 ▲12.4%2,5320.1%Business ServicesKRKroger$328,087$328,087 ▲New Holding5,7240.1%Retail/WholesaleSYYSysco$327,796$63,482 ▲24.0%4,1980.1%Consumer StaplesJPMJPMorgan Chase & Co.$326,2010.0%1,5470.1%FinanceRPMRPM International$325,918$6,533 ▲2.0%2,6940.1%ConstructionIHGInterContinental Hotels Group$324,141$3,647 ▲1.1%2,9330.1%Consumer DiscretionaryAKAMAkamai Technologies$322,638$322,638 ▲New Holding3,1960.1%Computer and TechnologyIEXIDEX$318,544$318,544 ▲New Holding1,4840.1%Industrial ProductsBSXBoston Scientific$317,685$317,685 ▲New Holding3,7910.1%MedicalWABWestinghouse Air Brake Technologies$317,268$317,268 ▲New Holding1,7450.1%TransportationHIGThe Hartford Financial Services Group$316,960$316,960 ▲New Holding2,6950.1%FinanceHPQHP$302,132$302,132 ▲New Holding8,4230.1%Computer and TechnologyPRUPrudential Financial$301,726$301,726 ▲New Holding2,4890.1%FinanceMCDMcDonald's$298,116$310,601 ▼-51.0%9790.1%Retail/WholesaleCORCencora$297,373$7,885 ▼-2.6%1,3200.1%MedicalCVSCVS Health$294,836$294,836 ▲New Holding4,6900.1%Retail/WholesaleLLYEli Lilly and Company$293,8580.0%3320.1%MedicalRJFRaymond James$289,129$289,129 ▲New Holding2,3610.1%FinanceCIGCEMIG$288,114$5,671 ▲2.0%139,8610.1%UtilitiesCHKPCheck Point Software Technologies$286,223$1,735 ▲0.6%1,4850.1%Computer and TechnologyCMGChipotle Mexican Grill$284,877$72,372 ▼-20.3%4,9440.1%Retail/WholesaleAXONAxon Enterprise$279,715$2,398 ▲0.9%7000.1%Industrial ProductsPOOLPool$278,846$278,846 ▲New Holding7370.1%Consumer DiscretionaryVGSHVanguard Short-Term Treasury Index ETF$276,686$102,916,863 ▼-99.7%4,6880.1%ETFSBACSBA Communications$276,061$20,440 ▼-6.9%1,1480.1%FinanceTSMTaiwan Semiconductor Manufacturing$275,570$6,776 ▼-2.4%1,5860.1%Computer and TechnologyAMPAmeriprise Financial$272,149$272,149 ▲New Holding5790.1%FinanceSAPSAP$269,736$4,129 ▲1.6%1,1760.1%Computer and TechnologyVVisa$266,921$3,030 ▲1.1%9690.1%Business ServicesNOWServiceNow$261,168$2,683 ▲1.0%2920.1%Computer and TechnologyGSThe Goldman Sachs Group$259,736$259,736 ▲New Holding5240.1%FinanceLMTLockheed Martin$258,3750.0%4420.1%AerospaceAZOAutoZone$258,300$258,300 ▲New Holding820.1%Retail/WholesaleMTBM&T Bank$248,269$3,924 ▲1.6%1,3920.1%FinanceEQIXEquinix$247,720$9,837 ▲4.1%2770.1%FinanceAFLAflac$246,891$246,891 ▲New Holding2,2080.1%FinancePRMPerimeter Solutions$246,875$9,926 ▲4.2%18,3550.1%Basic MaterialsMSMorgan Stanley$246,5280.0%2,3650.1%FinanceWTFCWintrust Financial$245,228$3,581 ▲1.5%2,2600.1%FinanceSYFSynchrony Financial$239,731$239,731 ▲New Holding4,8040.1%FinanceFMCFMC$236,415$236,415 ▲New Holding3,5850.1%Consumer StaplesSPGIS&P Global$236,158$3,101 ▲1.3%4570.1%Business ServicesRDYDr. Reddy's Laboratories$235,659$3,816 ▲1.6%2,9640.1%MedicalLOWLowe's Companies$233,684$233,684 ▲New Holding8620.1%Retail/WholesaleBMYBristol-Myers Squibb$230,224$250,095 ▼-52.1%4,4490.1%MedicalSBUXStarbucks$230,077$353,207 ▼-60.6%2,3600.1%Retail/WholesaleCTLTCatalent$229,867$229,867 ▲New Holding3,7950.1%MedicalITWIllinois Tool Works$229,825$229,825 ▲New Holding8770.1%Industrial ProductsWMWaste Management$229,290$229,290 ▲New Holding1,1040.1%Business ServicesEDConsolidated Edison$228,885$228,885 ▲New Holding2,1980.1%UtilitiesMRKMerck & Co., Inc.$228,078$2,614 ▼-1.1%2,0070.1%MedicalShowing largest 100 holdings. 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