Gitterman Wealth Management, LLC Portfolio Holdings

Gitterman Wealth Management, LLC

  • $238 Million
  • Q3 2024

Gitterman Wealth Management, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $238 Million distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Tre with a value of $108M, First Tr Nasdaq Clean Edge Sma with a value of $28.9M, Spdr Bloomberg 1 3 Month T Bil with a value of $25M, Ishares Dj Us Tech ETF with a value of $9.38M, and Apple Inc. with a value of $8.03M.

Examining the 13F form we can see an decrease of $19.5M in the current position value, from $257M to 238M.

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

Portfolio value $238 Million
ETFs: $179 Million
Technology: $18.4 Million
Industrials: $10.3 Million
Healthcare: $9.07 Million
Financial Services: $7.02 Million
Utilities: $3.39 Million
Communication Services: $3.11 Million
Consumer Cyclical: $2.95 Million
Other: $4.71 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$108 Million 45.32% of portfolio
1,783,045
Q3 2024 Added 99.17%
$0
$28.9 Million 12.17% of portfolio
227,335
Q3 2024 Added 31.43%
$0
$25 Million 10.5% of portfolio
271,920
Q3 2024 Reduced 1.26%
$0
$9.38 Million 3.95% of portfolio
61,874
Q3 2024 New
$3.68T
$8.03 Million 3.38% of portfolio
34,469
Q3 2024 Reduced 2.09%
$3.1T
$5.09 Million 2.14% of portfolio
11,835
Q3 2024 Reduced 1.35%
$0
$4.24 Million 1.78% of portfolio
7,344
Q3 2024 Added 1.76%
$400B
$2.44 Million 1.03% of portfolio
15,043
Q1 2024 Reduced 4.85%
$238B
$2.28 Million 0.96% of portfolio
19,166
Q3 2024 Added 0.41%
$151B
$1.79 Million 0.75% of portfolio
21,136
Q3 2024 Added 1.02%
$192B
$1.74 Million 0.73% of portfolio
7,854
Q3 2024 Reduced 1.43%
$562B
$1.51 Million 0.63% of portfolio
2,577
Q3 2023 Reduced 0.62%
$0
$1.48 Million 0.62% of portfolio
5,234
Q3 2024 New
$1.06T
$1.47 Million 0.62% of portfolio
8,874
Q3 2024 Added 6.66%
$7.02B
$969,000 0.41% of portfolio
9,000
Q1 2024 Reduced 66.67%
$75.7B
$981,000 0.41% of portfolio
1,860
Q3 2024 Reduced 0.43%
$1.08T
$750,000 0.32% of portfolio
4,490
Q1 2024 Reduced 21.5%
$610B
$726,000 0.31% of portfolio
1,579
Q1 2024 Reduced 11.24%
$22.1B
$719,000 0.3% of portfolio
5,328
Q3 2024 Added 9.07%
$422B
$690,000 0.29% of portfolio
1
Q3 2022 Reduced 50.0%
$0
$689,000 0.29% of portfolio
30,353
Q3 2024 Added 0.13%
$0
$650,000 0.27% of portfolio
1,732
Q2 2024 Added 5.16%
$152B
$626,000 0.26% of portfolio
3,030
Q3 2024 Reduced 1.37%
$411B
$533,000 0.22% of portfolio
602
Q3 2023 Reduced 1.95%
$163B
$513,000 0.22% of portfolio
23,347
Q3 2024 Reduced 13.1%
$25.1B
$506,000 0.21% of portfolio
3,465
Q3 2024 Reduced 0.63%
$22.1B
$492,000 0.21% of portfolio
2,725
Q3 2024 Added 83.63%
$405B
$493,000 0.21% of portfolio
2,853
Q4 2023 Reduced 3.19%
$2.07T
$496,000 0.21% of portfolio
2,662
Q3 2023 Reduced 0.93%
$409B
$455,000 0.19% of portfolio
1,123
Q3 2024 Added 46.03%
$7.71B
$462,000 0.19% of portfolio
10,424
Q3 2024 Added 35.68%
$131B
$463,000 0.19% of portfolio
3,551
Q3 2023 New
$215B
$457,000 0.19% of portfolio
1,686
Q1 2024 Reduced 44.19%
$9.32B
$421,000 0.18% of portfolio
5,248
Q3 2024 Added 19.22%
$70.7B
$425,000 0.18% of portfolio
3,112
Q3 2024 New
$0
$435,000 0.18% of portfolio
892
Q3 2024 Reduced 1.65%
$17.1B
$433,000 0.18% of portfolio
4,431
Q3 2024 Added 5.42%
$33.4B
$369,000 0.16% of portfolio
5,681
Q3 2024 New
$4.56B
$389,000 0.16% of portfolio
15,440
Q3 2024 Added 4.69%
$2.14B
$375,000 0.16% of portfolio
7,969
Q3 2024 Added 358.52%
$222B
$353,000 0.15% of portfolio
3,075
Q3 2024 Added 1.69%
$10.2B
$355,000 0.15% of portfolio
9,223
Q3 2024 Added 3.87%
$9.1B
$337,000 0.14% of portfolio
3,755
Q3 2024 Reduced 7.38%
$41.2B
$327,000 0.14% of portfolio
5,724
Q3 2024 New
$21.7B
$324,000 0.14% of portfolio
2,933
Q3 2024 Added 1.14%
$17.4B
$325,000 0.14% of portfolio
2,694
Q3 2024 Added 2.05%
$22.2B
$339,000 0.14% of portfolio
561
Q3 2024 Added 2.19%
$122B
$341,000 0.14% of portfolio
818
Q2 2023 Added 57.92%
$706B
$326,000 0.14% of portfolio
1,547
Q1 2024 Reduced 30.09%

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $238 Million
  • Prior Value $257 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 41 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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