Gitterman Wealth Management, LLC Portfolio Holdings

Gitterman Wealth Management, LLC

  • $374 Million
  • Q3 2025

Gitterman Wealth Management, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $374 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 $84.1M, Vanguard Index Fds S&P 500 ETF with a value of $59.6M, Spdr Bloomberg 1 3 Month T Bil with a value of $39M, First Tr Nasdaq Clean Edge Sma with a value of $36.4M, and Spdr Gold Trust with a value of $27.8M.

Examining the 13F form we can see an increase of $4.81M in the current position value, from $369M to 374M.

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

Portfolio value $374 Million
ETFs: $306 Million
Technology: $21.4 Million
Industrials: $11.2 Million
Utilities: $9.01 Million
Financial Services: $6.55 Million
Healthcare: $5.72 Million
Communication Services: $5.44 Million
Consumer Cyclical: $3.33 Million
Other: $5.52 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$84.1 Million 22.5% of portfolio
1,401,122
Q3 2025 Added 1.11%
$0
$59.6 Million 15.94% of portfolio
97,320
Q3 2025 Reduced 0.58%
$0
$39 Million 10.43% of portfolio
424,957
Q3 2025 Added 4.78%
$0
$36.4 Million 9.75% of portfolio
241,144
Q3 2025 Reduced 2.44%
$130B
$27.8 Million 7.44% of portfolio
78,262
Q3 2025 Reduced 1.52%
$0
$26.6 Million 7.12% of portfolio
368,922
Q3 2025 Reduced 0.28%
$0
$17.5 Million 4.69% of portfolio
442,646
Q3 2025 Added 0.33%
$4.3T
$9.22 Million 2.47% of portfolio
36,222
Q3 2025 Added 9.08%
$3.78T
$6.88 Million 1.84% of portfolio
13,290
Q3 2025 Added 18.23%
$0
$5.31 Million 1.42% of portfolio
16,194
Q3 2025 Reduced 4.33%
$0
$4.92 Million 1.32% of portfolio
7,351
Q3 2025 Reduced 0.85%
$522B
$2.58 Million 0.69% of portfolio
13,905
Q3 2025 Reduced 0.71%
$1.65T
$2.37 Million 0.63% of portfolio
9,763
Q3 2025 Added 20.75%
$168B
$2.18 Million 0.58% of portfolio
28,917
Q3 2025 Added 6.6%
$465B
$1.53 Million 0.41% of portfolio
8,214
Q3 2025 Added 109.7%
$1.74T
$1.47 Million 0.39% of portfolio
6,025
Q3 2025 Added 29.74%
$490B
$1.11 Million 0.3% of portfolio
9,855
Q3 2025 Added 31.77%
$2.39T
$1.08 Million 0.29% of portfolio
4,921
Q3 2025 Added 105.64%
$25.7B
$1.03 Million 0.28% of portfolio
6,991
Q3 2025 Added 17.83%
$1.93B
$1.01 Million 0.27% of portfolio
30,211
Q3 2025 Added 63.68%
$300B
$1 Million 0.27% of portfolio
2,909
Q3 2025 Added 12.49%
$0
$988,000 0.26% of portfolio
2,111
Q1 2025 Added 21.88%
$10.4B
$954,000 0.26% of portfolio
23,933
Q3 2025 Added 100.09%
$18.3B
$953,000 0.25% of portfolio
38,295
Q3 2025 Added 60.01%
$23.9B
$917,000 0.25% of portfolio
6,595
Q3 2025 Added 96.51%
$109B
$894,000 0.24% of portfolio
16,113
Q3 2025 Reduced 5.84%
$17.2B
$870,000 0.23% of portfolio
7,861
Q3 2025 Added 56.03%
$5B
$847,000 0.23% of portfolio
9,074
Q3 2025 Reduced 4.67%
$881B
$828,000 0.22% of portfolio
2,628
Q3 2025 Added 1.94%
$0
$825,000 0.22% of portfolio
36,753
Q3 2025 Added 7.4%
$132B
$791,000 0.21% of portfolio
3,760
Q3 2025 Added 31.74%
$266B
$759,000 0.2% of portfolio
2,693
Q3 2025 Added 30.1%
$11.7B
$743,000 0.2% of portfolio
6,897
Q3 2025 Added 31.1%
$453B
$754,000 0.2% of portfolio
1
Q3 2022 Reduced 50.0%
$662B
$712,000 0.19% of portfolio
1,418
Q3 2025 Reduced 22.0%
$8.12B
$723,000 0.19% of portfolio
13,439
Q3 2025 Added 31.11%
$1.37T
$580,000 0.16% of portfolio
791
Q3 2025 Added 469.06%
$346B
$576,000 0.15% of portfolio
3,751
Q3 2025 Added 26.25%
$12.1B
$572,000 0.15% of portfolio
4,130
Q3 2025 Added 63.89%
$761M
$553,000 0.15% of portfolio
72,789
Q3 2025 Added 134.77%
$139B
$556,000 0.15% of portfolio
1,688
Q3 2025 Added 1,250.4%
$36B
$505,000 0.14% of portfolio
5,026
Q3 2025 Added 125.18%
$1.46T
$509,000 0.14% of portfolio
1,824
Q3 2025 Added 9.68%
$0
$476,000 0.13% of portfolio
794
Q4 2024 Reduced 10.99%
$0
$474,000 0.13% of portfolio
1,455
Q3 2025 Added 36.24%
$1.57B
$489,000 0.13% of portfolio
9,441
Q3 2025 Added 194.48%
$367B
$495,000 0.13% of portfolio
1,222
Q3 2025 Added 147.37%
$2.51B
$472,000 0.13% of portfolio
10,306
Q3 2025 Added 131.02%
$279B
$437,000 0.12% of portfolio
4,249
Q3 2025 Added 228.62%

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $374 Million
  • Prior Value $369 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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