Gitterman Wealth Management, LLC Portfolio Holdings

Gitterman Wealth Management, LLC

  • $256 Million
  • Q1 2024

Gitterman Wealth Management, LLC has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $256 Million distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $102M, Vanguard Intermediate Term Tre with a value of $52.6M, Spdr Bloomberg 1 3 Month T Bil with a value of $25.4M, First Tr Nasdaq Clean Edge Sma with a value of $20.7M, and Apple Inc. with a value of $6.13M.

Examining the 13F form we can see an increase of $32M in the current position value, from $224M to 256M.

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

Portfolio value $256 Million
ETFs: $206 Million
Technology: $15.8 Million
Industrials: $9.31 Million
Healthcare: $8.34 Million
Financial Services: $5.68 Million
Communication Services: $3.43 Million
Utilities: $2.45 Million
Consumer Cyclical: $2.01 Million
Other: $2.76 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$102 Million 39.81% of portfolio
1,756,921
Q1 2024 Added 6.36%
$0
$52.6 Million 20.54% of portfolio
898,888
Q1 2024 Reduced 28.55%
$0
$25.4 Million 9.93% of portfolio
277,207
Q1 2024 New
$0
$20.7 Million 8.09% of portfolio
180,971
Q1 2024 New
$3.38T
$6.13 Million 2.39% of portfolio
35,747
Q1 2024 Added 2.72%
$3.33T
$5.06 Million 1.97% of portfolio
12,020
Q1 2024 Reduced 7.96%
$0
$3.79 Million 1.48% of portfolio
7,216
Q1 2024 Added 0.03%
$322B
$2.45 Million 0.96% of portfolio
19,088
Q1 2024 Reduced 17.33%
$382B
$2.38 Million 0.93% of portfolio
15,043
Q1 2024 Reduced 4.85%
$1.09T
$1.58 Million 0.61% of portfolio
10,442
Q1 2024 Reduced 2.14%
$155B
$1.52 Million 0.59% of portfolio
7,967
Q1 2024 Reduced 0.78%
$139B
$1.4 Million 0.55% of portfolio
21,873
Q1 2024 Added 32.84%
$476B
$1.27 Million 0.5% of portfolio
2,577
Q3 2023 Reduced 0.62%
$67.1B
$894,000 0.35% of portfolio
1,868
Q3 2022 Added 0.43%
$4.64B
$792,000 0.31% of portfolio
9,000
Q1 2024 Reduced 66.67%
$421B
$706,000 0.28% of portfolio
1,467
Q1 2024 Added 5.46%
$1.12T
$683,000 0.27% of portfolio
4,490
Q1 2024 Reduced 21.5%
$0
$694,000 0.27% of portfolio
31,615
Q1 2024 Reduced 46.63%
$529B
$664,000 0.26% of portfolio
1,579
Q1 2024 Reduced 11.24%
$60.7B
$670,000 0.26% of portfolio
2,008
Q1 2024 Added 26.93%
$144B
$630,000 0.25% of portfolio
3,072
Q1 2024 Reduced 3.15%
$45.6B
$653,000 0.25% of portfolio
642
Q1 2024 Added 63.36%
$367B
$634,000 0.25% of portfolio
1
Q3 2022 Reduced 50.0%
$429B
$558,000 0.22% of portfolio
2,001
Q1 2024 Added 139.93%
$0
$555,000 0.22% of portfolio
1,647
Q3 2023 Reduced 17.73%
$56.4B
$501,000 0.2% of portfolio
5,840
Q1 2024 New
$1.97T
$480,000 0.19% of portfolio
2,662
Q3 2023 Reduced 0.93%
$174B
$493,000 0.19% of portfolio
2,811
Q1 2024 New
$8.43B
$468,000 0.18% of portfolio
8,185
Q1 2024 Reduced 0.12%
$391B
$462,000 0.18% of portfolio
2,853
Q4 2023 Reduced 3.19%
$23.5B
$455,000 0.18% of portfolio
3,725
Q1 2024 Added 42.23%
$376B
$441,000 0.17% of portfolio
602
Q3 2023 Reduced 1.95%
$13.9B
$439,000 0.17% of portfolio
1,484
Q1 2024 New
$136B
$438,000 0.17% of portfolio
24,919
Q1 2024 New
$650B
$405,000 0.16% of portfolio
306
Q1 2024 New
$25.3B
$382,000 0.15% of portfolio
4,371
Q1 2024 New
$69.3B
$387,000 0.15% of portfolio
315
Q1 2024 New
$173B
$383,000 0.15% of portfolio
1,686
Q1 2024 Reduced 44.19%
$3.52B
$355,000 0.14% of portfolio
19,529
Q1 2024 Added 31.13%
$90.5B
$357,000 0.14% of portfolio
3,551
Q3 2023 New
$10.9B
$366,000 0.14% of portfolio
1,986
Q1 2024 Added 19.71%
$101B
$363,000 0.14% of portfolio
1,002
Q1 2024 Added 11.83%
$9.25B
$370,000 0.14% of portfolio
4,464
Q1 2024 Added 18.85%
$59B
$350,000 0.14% of portfolio
1,642
Q1 2024 New
$94.9B
$335,000 0.13% of portfolio
3,567
Q1 2024 Reduced 4.29%
$113B
$331,000 0.13% of portfolio
344
Q1 2024 Added 13.53%
$9.79B
$338,000 0.13% of portfolio
9,146
Q1 2024 Added 33.25%
$0
$333,000 0.13% of portfolio
750
Q1 2024 Added 2.04%
$113B
$335,000 0.13% of portfolio
818
Q2 2023 Added 57.92%

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $256 Million
  • Prior Value $224 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 08, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 27 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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