Gitterman Wealth Management, LLC Portfolio Holdings by Sector

Gitterman Wealth Management, LLC

$374 Million
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VGIT VOO BIL GRID GLD PHO HEFA IVV 18 stocks	$300,288 80.33% of portfolio	5	8	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$9,223 2.47% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL CHKP 3 stocks	$7,577 2.03% of portfolio	3	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$5,314 1.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities WTRG SBS AWK SJW CWT AWR GWRS CWCO 10 stocks	$5,304 1.42% of portfolio	10	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG META 3 stocks	$4,420 1.18% of portfolio	3	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ NVS LLY 3 stocks	$3,372 0.9% of portfolio	2	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE ED NGG 3 stocks	$3,015 0.81% of portfolio	3	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO TSM ADI 4 stocks	$2,876 0.77% of portfolio	4	-	1	-	0 Calls 0 Puts

Specialty Industrial Machinery \| Industrials XYL PNR GE AOS IR 5 stocks	$2,718 0.73% of portfolio	5	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials AAON WMS SWIM MAS 4 stocks	$2,243 0.6% of portfolio	3	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials TTEK STN FIX 3 stocks	$2,060 0.55% of portfolio	3	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A BRK-B ORI 3 stocks	$1,775 0.47% of portfolio	1	1	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials NOC AXON LMT 3 stocks	$1,573 0.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM HSBC RY 3 stocks	$1,515 0.41% of portfolio	3	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$1,334 0.36% of portfolio	2	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services AXP MA V COF 4 stocks	$1,169 0.31% of portfolio	1	2	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON VMI 2 stocks	$1,135 0.3% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1,080 0.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$1,004 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM WIT 2 stocks	$900 0.24% of portfolio	2	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare NVO 1 stocks	$894 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts

REIT—Specialty \| Real Estate SBAC AMT EQIX 3 stocks	$858 0.23% of portfolio	3	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ SKM TEF 3 stocks	$786 0.21% of portfolio	2	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$786 0.21% of portfolio	1	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE LNN 2 stocks	$785 0.21% of portfolio	1	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services MS GS 2 stocks	$742 0.2% of portfolio	1	1	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials CNM 1 stocks	$723 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services KB TFC SHG 3 stocks	$668 0.18% of portfolio	3	-	1	-	0 Calls 0 Puts
Software—Application \| Technology SAP UBER 2 stocks	$607 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$576 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$495 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts

Oil & Gas Equipment & Services \| Energy WTTR 1 stocks	$463 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR 1 stocks	$461 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$431 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials VMC 1 stocks	$418 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities ORA 1 stocks	$355 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities CIG 1 stocks	$340 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate FSV 1 stocks	$326 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$319 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$297 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical IHG 1 stocks	$293 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical MOD 1 stocks	$261 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare RDY 1 stocks	$244 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical LEN 1 stocks	$241 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL 1 stocks	$240 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical ROL 1 stocks	$234 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Publishing \| Communication Services PSO 1 stocks	$232 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AON 1 stocks	$221 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$220 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$202 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$201 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts

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Gitterman Wealth Management, LLC Portfolio Holdings by Sector

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