Gitterman Wealth Management, LLC Purchases in Q4 2024

Gitterman Wealth Management, LLC

  • $236 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WTFC
Wintrust Financial Corp

Financial Services
113
+ 5.0%
$104.15 - $138.5 $11.8K - $15.7K
2.37K $295K
JPM
Jpmorgan Chase & CO

Financial Services
10
+ 0.65%
$205.18 - $250.29 $2.05K - $2.5K
1.56K $373K
SAP
Sap Se

Technology
107
+ 9.1%
$218.13 - $255.54 $23.3K - $27.3K
1.28K $315K
V
Visa Inc.

Financial Services
20
+ 2.06%
$273.87 - $320.91 $5.48K - $6.42K
989 $312K
PNR
Pentair PLC

Industrials
293
+ 6.61%
$95.0 - $109.21 $27.8K - $32K
4.72K $475K
HSBC
Hsbc Holdings PLC

Financial Services
429
+ 9.01%
$43.83 - $49.51 $18.8K - $21.2K
5.19K $256K
LESL
Leslie'S, Inc.

Consumer Cyclical
18.3K
New
$2.06 - $3.51 $37.7K - $64.3K
18.3K $40K
BA
Boeing CO

Industrials
4
+ 0.27%
$138.14 - $180.72 $553 - $723
1.5K $265K
BSX
Boston Scientific Corp

Healthcare
168
+ 4.43%
$83.62 - $91.5 $14K - $15.4K
3.96K $353K
WIT
Wipro LTD

Technology
27.7K
+ 115.35%
$3.54 - $7.24 $97.9K - $200K
51.6K $182K
TTEK
Tetra Tech Inc

Industrials
1.91K
+ 23.98%
$39.8 - $50.52 $76.1K - $96.5K
9.88K $393K
WTRG
Essential Utilities, Inc.

Utilities
1.02K
+ 11.06%
$36.18 - $40.55 $36.9K - $41.4K
10.2K $372K
NDAQ
Nasdaq, Inc.

Financial Services
59
+ 2.02%
$70.87 - $83.05 $4.18K - $4.9K
2.98K $230K
RDY
Dr Reddys Laboratories LTD

Healthcare
13K
+ 437.25%
$13.99 - $79.75 $181K - $1.03M
15.9K $251K
RPM
Rpm International Inc

Basic Materials
68
+ 2.52%
$120.09 - $140.26 $8.17K - $9.54K
2.76K $339K
TYL
Tyler Technologies Inc

Technology
25
+ 6.49%
$576.64 - $635.69 $14.4K - $15.9K
410 $236K
PG
Procter & Gamble CO

Consumer Defensive
138
+ 4.84%
$161.05 - $179.7 $22.2K - $24.8K
2.99K $501K
DHR
Danaher Corp

Healthcare
196
+ 25.62%
$226.16 - $274.52 $44.3K - $53.8K
961 $220K
SPGI
S&P Global Inc.

Financial Services
26
+ 5.69%
$480.36 - $529.17 $12.5K - $13.8K
483 $240K
MRK
Merck & Co., Inc.

Healthcare
313
+ 15.6%
$96.31 - $114.76 $30.1K - $35.9K
2.32K $230K
LNN
Lindsay Corp

Industrials
101
+ 6.11%
$112.21 - $133.52 $11.3K - $13.5K
1.75K $207K
Veralto Corp
734
+ 21.87%
N/A
4.09K $0
Fidelity Wise Origin Bitcoin
3.11K
New
N/A
3.11K $0
Jacobs Solutions Inc
356
+ 14.06%
N/A
2.89K $0
NGG
National Grid PLC

Utilities
557
+ 17.4%
$57.68 - $70.03 $32.1K - $39K
3.76K $223K
NTAP
Net App, Inc.

Technology
114
+ 6.38%
$115.31 - $131.11 $13.1K - $14.9K
1.9K $220K
IX
Orix Corp

Financial Services
162
+ 9.18%
$104.38 - $117.09 $16.9K - $19K
1.93K $204K
Perimeter Solutions Inc
16.4K
New
N/A
16.4K $0
Primo Brands Corporation
15.3K
New
N/A
15.3K $0
CHKP
Check Point Software Technologies LTD

Technology
48
+ 3.23%
$170.18 - $209.01 $8.17K - $10K
1.53K $286K
HIG
Hartford Financial Services Group, Inc.

Financial Services
180
+ 6.68%
$107.06 - $123.74 $19.3K - $22.3K
2.88K $314K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7
+ 0.44%
$442.29 - $483.08 $3.1K - $3.38K
1.59K $718K
SBAC
Sba Communications Corp

Real Estate
162
+ 14.11%
$198.24 - $249.31 $32.1K - $40.4K
1.31K $266K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.2%
$288.47 - $316.54 $577 - $633
981 $284K
SBUX
Starbucks Corp

Consumer Cyclical
5
+ 0.21%
$87.44 - $102.5 $437 - $513
2.37K $215K
TEF
Telefonica S A

Communication Services
3.25K
+ 8.53%
$4.02 - $4.88 $13K - $15.8K
41.3K $166K
CIG
Energy CO Of Minas Gerais

Utilities
11.1K
+ 7.95%
$1.77 - $2.07 $19.7K - $23K
151K $267K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
110
+ 0.36%
$21.66 - $22.69 $2.38K - $2.5K
30.5K $663K
NVS
Novartis Ag

Healthcare
249
+ 8.1%
$96.78 - $117.18 $24.1K - $29.2K
3.32K $323K
AWK
American Water Works Company, Inc.

Utilities
332
+ 9.58%
$123.83 - $146.07 $41.1K - $48.5K
3.8K $472K
JNJ
Johnson & Johnson

Healthcare
1.55K
+ 10.32%
$143.34 - $165.86 $223K - $258K
16.6K $2.4M
LMT
Lockheed Martin Corp

Industrials
1
+ 0.23%
$479.66 - $614.62 $480 - $615
443 $215K
XOM
Exxon Mobil Corp

Energy
15
+ 0.2%
$105.51 - $125.37 $1.58K - $1.88K
7.47K $803K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
45
+ 0.02%
$91.29 - $91.8 $4.11K - $4.13K
272K $24.9M
XYL
Xylem Inc.

Industrials
9
+ 0.17%
$116.02 - $137.45 $1.04K - $1.24K
5.34K $619K
UNH
Unitedhealth Group Inc

Healthcare
3
+ 0.12%
$485.52 - $625.25 $1.46K - $1.88K
2.58K $1.31M
NEE
Nextera Energy Inc

Utilities
781
+ 3.7%
$69.77 - $85.43 $54.5K - $66.7K
21.9K $1.57M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.13K
+ 0.49%
$119.34 - $127.78 $134K - $144K
228K $27.3M
VGIT
Vanguard Intermediate Term Tre

ETFs
10.2K
+ 0.57%
$57.78 - $60.4 $588K - $614K
1.79M $104M
Activity Summary
Buys All Purchases 100 New Holdings 34 Increased Positions 66 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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