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 Market Cap. of $200 Billions or more
