Gitterman Wealth Management, LLC Purchases in Q1 2025

Gitterman Wealth Management, LLC

  • $325 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
95.4K
New
$507.05 - $563.67 $48.4M - $53.8M
95.4K $49M
PHO
Invesco Exchange Traded Fd Tr

ETFs
363K
New
$63.77 - $68.75 $23.2M - $25M
363K $23.4M
GLD
Spdr Gold Trust

ETFs
79.3K
New
$243.19 - $288.14 $19.3M - $22.8M
79.3K $22.8M
HEFA
Ishares Currency Hedged Msci E

ETFs
433K
New
$34.83 - $37.52 $15.1M - $16.2M
433K $15.7M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
131K
+ 48.19%
$91.45 - $91.75 $12M - $12M
403K $37M
VTI
Vanguard Total Stock Market Et

ETFs
4.86K
+ 43.62%
$271.18 - $303.12 $1.32M - $1.47M
16K $4.4M
HCA
Hca Healthcare, Inc.

Healthcare
1.25K
New
$296.7 - $345.55 $370K - $431K
1.25K $430K
MCK
Mckesson Corp

Healthcare
636
New
$566.21 - $672.99 $360K - $428K
636 $428K
CAH
Cardinal Health Inc

Healthcare
2.97K
New
$118.02 - $137.77 $351K - $410K
2.97K $409K
GS
Goldman Sachs Group Inc

Financial Services
678
New
$524.81 - $672.19 $356K - $456K
678 $370K
HSY
Hershey CO

Consumer Defensive
2.15K
New
$144.74 - $186.36 $311K - $401K
2.15K $367K
IP
International Paper CO

Consumer Cyclical
6.75K
New
$49.38 - $60.09 $333K - $405K
6.75K $359K
LOW
Lowes Companies Inc

Consumer Cyclical
1.52K
New
$222.66 - $268.42 $339K - $408K
1.52K $354K
V
Visa Inc.

Financial Services
909
+ 91.91%
$306.92 - $362.71 $279K - $330K
1.9K $665K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
15.6K
+ 6.84%
$113.13 - $127.79 $1.77M - $2M
244K $27.6M
PPG
Ppg Industries Inc

Basic Materials
3.04K
New
$107.44 - $124.29 $327K - $378K
3.04K $332K
DHI
Horton D R Inc

Consumer Cyclical
2.61K
New
$125.29 - $147.65 $327K - $385K
2.61K $331K
AMAT
Applied Materials Inc

Technology
2.27K
New
$145.06 - $195.51 $330K - $444K
2.27K $329K
TGT
Target Corp

Consumer Defensive
3.07K
New
$103.65 - $142.5 $318K - $437K
3.07K $320K
BMY
Bristol Myers Squibb CO

Healthcare
5.17K
New
$53.9 - $63.11 $278K - $326K
5.17K $315K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.77K
New
$157.11 - $206.52 $278K - $365K
1.77K $297K
CARR
Carrier Global Corp

Industrials
4.62K
New
$62.07 - $70.55 $287K - $326K
4.62K $292K
IEFA
Ishares Tr

ETFs
3.35K
New
$69.57 - $78.65 $233K - $263K
3.35K $253K
ORCL
Oracle Corp

Technology
1.78K
New
$139.81 - $186.47 $248K - $331K
1.78K $248K
AWR
American States Water CO

Utilities
3.07K
New
$70.84 - $80.98 $218K - $249K
3.07K $241K
IR
Ingersoll Rand Inc.

Industrials
3.01K
New
$79.44 - $94.23 $239K - $284K
3.01K $240K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.8K
New
$62.72 - $71.92 $238K - $273K
3.8K $239K
VTRS
Viatris Inc

Healthcare
27.4K
New
$8.68 - $12.42 $237K - $340K
27.4K $238K
AJG
Arthur J. Gallagher & Co.

Financial Services
665
New
$275.89 - $345.24 $183K - $230K
665 $229K
RF
Regions Financial Corp

Financial Services
10.4K
New
$20.84 - $24.77 $217K - $258K
10.4K $226K
NVDA
Nvidia Corp

Technology
2.97K
+ 77.22%
$106.98 - $149.43 $318K - $444K
6.81K $738K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
12.2K
New
$14.09 - $18.05 $173K - $221K
12.2K $218K
MS
Morgan Stanley

Financial Services
2.04K
+ 85.76%
$111.68 - $141.08 $227K - $287K
4.41K $514K
WMS
Advanced Drainage Systems, Inc.

Industrials
2K
New
$105.29 - $126.99 $210K - $253K
2K $216K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
3.3K
New
N/A
3.3K $213K
CWT
California Water Service Group

Utilities
4.35K
New
$41.88 - $48.46 $182K - $211K
4.35K $210K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
989
New
$211.47 - $267.17 $209K - $264K
989 $209K
C
Citigroup Inc

Financial Services
2.87K
New
$67.23 - $84.63 $193K - $243K
2.87K $203K
ORA
Ormat Technologies, Inc.

Utilities
2.86K
New
$62.47 - $72.93 $178K - $208K
2.86K $202K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.95K
+ 44.55%
$95.85 - $99.25 $187K - $193K
6.31K $624K
ED
Consolidated Edison Inc

Utilities
322
+ 5.88%
$88.0 - $110.59 $28.3K - $35.6K
5.79K $640K
LLY
Eli Lilly & CO

Healthcare
143
+ 26.0%
$725.72 - $929.72 $104K - $133K
693 $572K
AWK
American Water Works Company, Inc.

Utilities
156
+ 4.11%
$121.01 - $149.31 $18.9K - $23.3K
3.95K $583K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
4.24K
+ 13.92%
$21.49 - $22.24 $91.1K - $94.3K
34.7K $770K
TTEK
Tetra Tech Inc

Industrials
6.95K
+ 70.29%
$28.26 - $42.58 $196K - $296K
16.8K $492K
WTRG
Essential Utilities, Inc.

Utilities
1.27K
+ 12.42%
$33.49 - $40.57 $42.6K - $51.6K
11.5K $455K
XYL
Xylem Inc.

Industrials
491
+ 9.2%
$114.02 - $132.04 $56K - $64.8K
5.83K $696K
IWF
Ishares Russell 1000 Gr ETF

ETFs
379
+ 21.88%
$360.07 - $417.26 $136K - $158K
2.11K $762K
CHKP
Check Point Software Technologies LTD

Technology
6
+ 0.39%
$179.88 - $231.31 $1.08K - $1.39K
1.54K $350K
Activity Summary
Buys All Purchases 95 New Holdings 34 Increased Positions 61 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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