Gitterman Wealth Management, LLC Portfolio Holdings

Gitterman Wealth Management, LLC

  • $236 Million
  • Q4 2024

Gitterman Wealth Management, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $236 Million distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Tre with a value of $104M, First Tr Nasdaq Clean Edge Sma with a value of $27.3M, Spdr Bloomberg 1 3 Month T Bil with a value of $24.9M, Ishares Dj Us Tech ETF with a value of $9.86M, and Apple Inc. with a value of $8.64M.

Examining the 13F form we can see an decrease of $1.43M in the current position value, from $238M to 236M.

Below you can find more details about Gitterman Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $236 Million
ETFs: $176 Million
Technology: $19 Million
Industrials: $10.2 Million
Healthcare: $8.12 Million
Financial Services: $8.07 Million
Communication Services: $4.27 Million
Utilities: $3.52 Million
Consumer Cyclical: $3.47 Million
Other: $3.41 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$104 Million 44.02% of portfolio
1,793,213
Q4 2024 Added 0.57%
$0
$27.3 Million 11.54% of portfolio
228,460
Q4 2024 Added 0.49%
$0
$24.9 Million 10.52% of portfolio
271,965
Q4 2024 Added 0.02%
$0
$9.86 Million 4.17% of portfolio
61,811
Q4 2024 Reduced 0.1%
$3.97T
$8.64 Million 3.66% of portfolio
34,505
Q4 2024 Added 0.1%
$2.97T
$4.73 Million 2.0% of portfolio
11,219
Q4 2024 Reduced 5.2%
$0
$4.32 Million 1.83% of portfolio
7,346
Q4 2024 Added 0.03%
$0
$3.23 Million 1.37% of portfolio
11,140
Q4 2024 Added 112.84%
$434B
$2.4 Million 1.02% of portfolio
16,596
Q4 2024 Added 10.32%
$231B
$1.92 Million 0.81% of portfolio
8,754
Q4 2024 Added 11.46%
$205B
$1.64 Million 0.69% of portfolio
19,088
Q4 2024 Reduced 0.41%
$1.05T
$1.6 Million 0.68% of portfolio
8,436
Q4 2024 Reduced 4.94%
$140B
$1.57 Million 0.66% of portfolio
21,917
Q4 2024 Added 3.7%
$440B
$1.31 Million 0.55% of portfolio
2,580
Q4 2024 Added 0.12%
$5.33B
$941,000 0.4% of portfolio
8,000
Q4 2024 Reduced 11.11%
$1.08T
$876,000 0.37% of portfolio
4,604
Q4 2024 Added 2.54%
$457B
$803,000 0.34% of portfolio
7,470
Q4 2024 Added 0.2%
$82.2B
$730,000 0.31% of portfolio
2,035
Q4 2024 Added 227.17%
$538B
$704,000 0.3% of portfolio
1,338
Q4 2024 New
$650B
$718,000 0.3% of portfolio
1,586
Q4 2024 Added 0.44%
$190B
$700,000 0.3% of portfolio
30,752
Q4 2024 Added 31.72%
$0
$695,000 0.29% of portfolio
1,732
Q2 2024 Added 5.16%
$454B
$680,000 0.29% of portfolio
1
Q3 2022 Reduced 50.0%
$143B
$662,000 0.28% of portfolio
2,933
Q4 2024 Reduced 3.2%
$0
$663,000 0.28% of portfolio
30,463
Q4 2024 Added 0.36%
$8.55B
$615,000 0.26% of portfolio
12,097
Q4 2024 Added 16.05%
$23.1B
$619,000 0.26% of portfolio
5,337
Q4 2024 Added 0.17%
$147B
$584,000 0.25% of portfolio
1,379
Q4 2024 Added 68.58%
$94.7B
$569,000 0.24% of portfolio
2,821
Q4 2024 Added 155.53%
$2.17T
$570,000 0.24% of portfolio
2,600
Q4 2024 Reduced 2.33%
$35.3B
$535,000 0.23% of portfolio
16,396
Q4 2024 Added 94.66%
$111B
$525,000 0.22% of portfolio
3,551
Q3 2023 New
$467B
$508,000 0.22% of portfolio
555
Q4 2024 Reduced 7.81%
$316B
$516,000 0.22% of portfolio
3,845
Q4 2024 Added 131.63%
$219B
$500,000 0.21% of portfolio
1,686
Q1 2024 Reduced 44.19%
$409B
$501,000 0.21% of portfolio
2,991
Q4 2024 Added 4.84%
$35.8B
$488,000 0.21% of portfolio
5,472
Q4 2024 Added 148.95%
$25B
$472,000 0.2% of portfolio
3,797
Q4 2024 Added 9.58%
$15.4B
$475,000 0.2% of portfolio
4,724
Q4 2024 Added 6.61%
$184B
$458,000 0.19% of portfolio
11,453
Q4 2024 New
$9.27B
$439,000 0.19% of portfolio
5,596
Q4 2024 Added 6.63%
$0
$423,000 0.18% of portfolio
4,368
Q4 2024 New
$3.79B
$433,000 0.18% of portfolio
2,135
Q4 2024 New
$857B
$424,000 0.18% of portfolio
550
Q4 2024 Added 65.66%
$0
$405,000 0.17% of portfolio
794
Q4 2024 Reduced 10.99%
$1.61B
$393,000 0.17% of portfolio
9,880
Q4 2024 Added 23.98%
$755B
$373,000 0.16% of portfolio
1,557
Q4 2024 Added 0.65%
$288B
$377,000 0.16% of portfolio
5,377
Q4 2024 New
$13.8B
$384,000 0.16% of portfolio
1,127
Q4 2024 Added 52.92%

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $236 Million
  • Prior Value $238 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 34 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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