Gitterman Wealth Management, LLC Top Holdings and 13F Report (2025) About Gitterman Wealth Management, LLCInvestment ActivityGitterman Wealth Management, LLC has $239.39 million in total holdings as of December 31, 2024.Gitterman Wealth Management, LLC owns shares of 128 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 6.83% of the portfolio was purchased this quarter.About 4.41% of the portfolio was sold this quarter.This quarter, Gitterman Wealth Management, LLC has purchased 127 new stocks and bought additional shares in 66 stocks.Gitterman Wealth Management, LLC sold shares of 23 stocks and completely divested from 33 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Treasury Index ETF $104,006,189First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund $27,264,572SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $24,865,550iShares U.S. Technology ETF $9,861,047Apple $8,641,103 Largest New Holdings this Quarter Mastercard $704,699 HoldingPRIMO BRANDS CORPORATION $471,093 HoldingVerizon Communications $458,030 HoldingDeckers Outdoor $433,598 HoldingiShares Core U.S. Aggregate Bond ETF $423,260 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 5,906 shares (about $1.71M)Mastercard 1,338 shares (about $704.70K)Vanguard Intermediate-Term Treasury Index ETF 10,168 shares (about $589.74K)AON 1,413 shares (about $507.57K)PRIMO BRANDS CORPORATION 15,311 shares (about $471.09K) Largest Sales this Quarter Microsoft 616 shares (about $259.65K)AAON 1,000 shares (about $117.68K)ServiceNow 97 shares (about $102.82K)InterContinental Hotels Group 705 shares (about $88.06K)Alphabet 438 shares (about $82.92K) 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$104,006,189$589,743 ▲0.6%1,793,21343.4%ETFGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$27,264,572$134,258 ▲0.5%228,46011.4%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$24,865,550$4,114 ▲0.0%271,96510.4%ETFIYWiShares U.S. Technology ETF$9,861,047$10,051 ▼-0.1%61,8114.1%ManufacturingAAPLApple$8,641,103$9,015 ▲0.1%34,5053.6%Computer and TechnologyMSFTMicrosoft$4,728,971$259,653 ▼-5.2%11,2192.0%Computer and TechnologyIVViShares Core S&P 500 ETF$4,324,412$1,177 ▲0.0%7,3461.8%ETFVTIVanguard Total Stock Market ETF$3,228,485$1,711,619 ▲112.8%11,1401.3%ETFJNJJohnson & Johnson$2,400,482$224,629 ▲10.3%16,5961.0%MedicalIBMInternational Business Machines$1,924,586$197,867 ▲11.5%8,7540.8%Computer and TechnologyNVONovo Nordisk A/S$1,641,950$6,710 ▼-0.4%19,0880.7%MedicalGOOGLAlphabet$1,596,981$82,916 ▼-4.9%8,4360.7%Computer and TechnologyNEENextEra Energy$1,571,126$55,986 ▲3.7%21,9170.7%UtilitiesUNHUnitedHealth Group$1,305,119$1,518 ▲0.1%2,5800.5%MedicalTBILUS Treasury 3 Month Bill ETF$1,228,550$16,853 ▼-1.4%24,6400.5%ETFAAONAAON$941,440$117,680 ▼-11.1%8,0000.4%ConstructionGOOGAlphabet$876,830$21,711 ▲2.5%4,6040.4%Computer and TechnologyNOCNorthrop Grumman$872,8790.0%1,8600.4%AerospaceXOMExxon Mobil$803,463$1,613 ▲0.2%7,4700.3%Oils/EnergyAONAON$731,005$507,573 ▲227.2%2,0350.3%FinanceBRK.BBerkshire Hathaway$718,902$3,173 ▲0.4%1,5860.3%FinanceMAMastercard$704,699$704,699 ▲New Holding1,3380.3%Business ServicesTAT&T$700,205$168,608 ▲31.7%30,7520.3%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$695,5370.0%1,7320.3%ETFBRK.ABerkshire Hathaway$680,9200.0%10.3%FinanceNUBDNuveen ESG U.S. Aggregate Bond ETF$663,470$2,396 ▲0.4%30,4630.3%ETFHONHoneywell International$662,513$21,911 ▼-3.2%2,9330.3%Multi-Sector ConglomeratesXYLXylem$619,358$1,044 ▲0.2%5,3370.3%Business ServicesCNMCore & Main$615,855$85,172 ▲16.0%12,0970.3%Industrial ProductsDEDeere & Company$584,290$237,699 ▲68.6%1,3790.2%Industrial ProductsAMZNAmazon.com$570,414$13,602 ▼-2.3%2,6000.2%Retail/WholesaleWMWaste Management$569,379$346,552 ▲155.5%2,8210.2%Business ServicesHPQHP$535,066$260,190 ▲94.7%16,3960.2%Computer and TechnologyKKRKKR & Co. Inc.$525,2280.0%3,5510.2%FinanceNVDANVIDIA$516,346$293,424 ▲131.6%3,8450.2%Computer and TechnologyCOSTCostco Wholesale$508,338$43,048 ▼-7.8%5550.2%Retail/WholesalePGProcter & Gamble$501,385$23,133 ▲4.8%2,9910.2%Consumer StaplesAXPAmerican Express$500,3870.0%1,6860.2%FinanceEDConsolidated Edison$488,481$292,267 ▲149.0%5,4720.2%UtilitiesPNRPentair$475,456$29,490 ▲6.6%4,7240.2%Business ServicesAWKAmerican Water Works$472,582$41,321 ▲9.6%3,7970.2%UtilitiesPRIMO BRANDS CORPORATION$471,093$471,093 ▲New Holding15,3110.2%CLASS A COM SHSVZVerizon Communications$458,030$458,030 ▲New Holding11,4530.2%Computer and TechnologySTNStantec$439,067$27,304 ▲6.6%5,5960.2%Business ServicesDECKDeckers Outdoor$433,598$433,598 ▲New Holding2,1350.2%Retail/WholesaleLLYEli Lilly and Company$424,361$168,201 ▲65.7%5500.2%MedicalAGGiShares Core U.S. Aggregate Bond ETF$423,260$423,260 ▲New Holding4,3680.2%FinanceVERALTO CORP$416,698$74,781 ▲21.9%4,0900.2%COM SHSQQQInvesco QQQ$405,917$50,101 ▼-11.0%7940.2%FinanceTTEKTetra Tech$393,650$76,140 ▲24.0%9,8800.2%Industrial ProductsJJacobs Solutions$386,161$47,602 ▲14.1%2,8880.2%Business ServicesPOOLPool$385,090$133,261 ▲52.9%1,1270.2%Consumer DiscretionaryMMM3M$381,235$20,799 ▼-5.2%2,9510.2%Multi-Sector ConglomeratesWFCWells Fargo & Company$377,743$377,743 ▲New Holding5,3770.2%FinanceAXONAxon Enterprise$373,237$42,792 ▼-10.3%6280.2%AerospaceJPMJPMorgan Chase & Co.$373,228$2,397 ▲0.6%1,5570.2%FinanceWTRGEssential Utilities$372,008$37,045 ▲11.1%10,2430.2%UtilitiesAZOAutoZone$365,028$102,464 ▲39.0%1140.2%Retail/WholesaleBKBank of New York Mellon$363,858$4,996 ▼-1.4%4,7340.2%FinanceHLTHilton Worldwide$356,155$356,155 ▲New Holding1,4410.1%Consumer DiscretionaryBSXBoston Scientific$353,619$15,006 ▲4.4%3,9590.1%MedicalPCARPACCAR$353,007$353,007 ▲New Holding3,3920.1%Auto/Tires/TrucksTJXTJX Companies$344,010$344,010 ▲New Holding2,8460.1%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$341,001$27,478 ▲8.8%1,7250.1%Computer and TechnologyRPMRPM International$339,945$8,369 ▲2.5%2,7620.1%ConstructionTSNTyson Foods$330,632$330,632 ▲New Holding5,7570.1%Consumer StaplesNVSNovartis$323,352$24,222 ▲8.1%3,3240.1%MedicalORLYO'Reilly Automotive$318,980$318,980 ▲New Holding2690.1%Retail/WholesaleSAPSAP$316,223$26,372 ▲9.1%1,2830.1%Computer and TechnologyHIGThe Hartford Financial Services Group$314,757$19,707 ▲6.7%2,8750.1%FinanceVVisa$313,199$6,334 ▲2.1%9890.1%Business ServicesEGEverest Group$308,433$308,433 ▲New Holding8500.1%FinanceCTSHCognizant Technology Solutions$308,124$308,124 ▲New Holding4,0050.1%Computer and TechnologyMSMorgan Stanley$298,334$1,006 ▲0.3%2,3730.1%FinanceWTFCWintrust Financial$295,926$14,092 ▲5.0%2,3730.1%FinanceCHKPCheck Point Software Technologies$286,121$8,959 ▲3.2%1,5330.1%Computer and TechnologyMCDMcDonald's$284,383$580 ▲0.2%9810.1%Retail/WholesaleZWSZurn Elkay Water Solutions$278,721$59,795 ▲27.3%7,4720.1%Industrial ProductsIHGInterContinental Hotels Group$278,287$88,058 ▼-24.0%2,2280.1%Consumer DiscretionaryCIThe Cigna Group$271,433$271,433 ▲New Holding9820.1%MedicalCIGCEMIG$267,226$19,673 ▲7.9%150,9760.1%UtilitiesSBACSBA Communications$266,793$32,993 ▲14.1%1,3100.1%FinanceABBVAbbVie$266,235$266,235 ▲New Holding1,4970.1%MedicalBABoeing$265,677$708 ▲0.3%1,5010.1%AerospaceBBYBest Buy$263,069$263,069 ▲New Holding3,0660.1%Retail/WholesaleHSBCHSBC$256,572$21,212 ▲9.0%5,1890.1%FinanceFIDELITY WISE ORIGIN BITCOIN$253,795$253,795 ▲New Holding3,1110.1%SHSVGSHVanguard Short-Term Treasury Index ETF$251,745$21,003 ▼-7.7%4,3270.1%ETFRDYDr. Reddy's Laboratories$251,469$204,662 ▲437.2%15,9240.1%MedicalPSOPearson$248,197$20,569 ▲9.0%15,3970.1%Consumer DiscretionarySPGIS&P Global$240,672$12,955 ▲5.7%4830.1%Business ServicesWTTRSelect Water Solutions$238,919$31,682 ▼-11.7%18,0460.1%Business ServicesTYLTyler Technologies$236,425$14,416 ▲6.5%4100.1%Computer and TechnologyMRKMerck & Co., Inc.$231,068$31,174 ▲15.6%2,3200.1%MedicalSKMSK Telecom$230,696$230,696 ▲New Holding10,9640.1%Computer and TechnologyNDAQNasdaq$230,396$4,562 ▲2.0%2,9800.1%FinanceRYRoyal Bank of Canada$229,695$229,695 ▲New Holding1,9070.1%FinanceAMGNAmgen$227,920$227,920 ▲New Holding8730.1%MedicalSNASnap-on$226,937$226,937 ▲New Holding6660.1%Consumer DiscretionaryEQIXEquinix$226,632$37,137 ▼-14.1%2380.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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