Gitterman Wealth Management, LLC Purchases in Q2 2025

Gitterman Wealth Management, LLC

  • $369 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
3.1K
+ 1.27%
$101.69 - $139.02 $315K - $431K
247K $34.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.46K
+ 2.58%
$456.74 - $568.03 $1.12M - $1.4M
97.9K $55.6M
PHO
Invesco Exchange Traded Fd Tr

ETFs
6.55K
+ 1.8%
$58.13 - $69.92 $381K - $458K
370K $25.9M
VGIT
Vanguard Intermediate Term Tre

ETFs
15.3K
+ 1.12%
$58.63 - $59.9 $900K - $919K
1.39M $82.9M
GLD
Spdr Gold Trust

ETFs
191
+ 0.24%
$273.71 - $316.29 $52.3K - $60.4K
79.5K $24.2M
HEFA
Ishares Currency Hedged Msci E

ETFs
8.66K
+ 2.0%
$32.11 - $38.21 $278K - $331K
441K $16.7M
VTI
Vanguard Total Stock Market Et

ETFs
928
+ 5.8%
$243.75 - $303.93 $226K - $282K
16.9K $5.14M
VZ
Verizon Communications Inc

Communication Services
11.7K
New
$41.67 - $45.62 $487K - $533K
11.7K $505K
IVV
Ishares Core S&P 500 ETF

ETFs
66
+ 0.9%
$498.8 - $620.9 $32.9K - $41K
7.41K $4.6M
ADSK
Autodesk, Inc.

Technology
1.84K
New
N/A
1.84K $452K
JPM
Jpmorgan Chase & CO

Financial Services
1.01K
+ 64.41%
$210.28 - $289.91 $212K - $293K
2.58K $747K
SJM
J M Smucker CO

Consumer Defensive
3.69K
New
$94.41 - $118.52 $348K - $437K
3.69K $361K
CB
Chubb LTD

Financial Services
1.24K
New
$274.32 - $302.46 $340K - $375K
1.24K $359K
DAL
Delta Air Lines, Inc.

Industrials
7.29K
New
$35.88 - $52.99 $261K - $386K
7.29K $358K
BKNG
Booking Holdings Inc.

Consumer Cyclical
62
New
$4164.15 - $5789.24 $258K - $359K
62 $358K
WRB
Berkley W R Corp

Financial Services
4.76K
New
$64.28 - $75.17 $306K - $358K
4.76K $349K
EW
Edwards Lifesciences Corp

Healthcare
4.47K
New
$67.07 - $78.22 $300K - $350K
4.47K $349K
IDXX
Idexx Laboratories Inc

Healthcare
652
New
$361.04 - $536.34 $235K - $350K
652 $349K
UAL
United Airlines Holdings, Inc.

Industrials
4.39K
New
$56.15 - $84.23 $246K - $370K
4.39K $349K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3.67K
New
$87.84 - $1441.89 $322K - $5.29M
3.67K $330K
PCG
Pg&E Corp

Utilities
23.5K
New
$13.55 - $17.87 $319K - $421K
23.5K $328K
NEE
Nextera Energy Inc

Utilities
5.15K
+ 23.45%
$64.11 - $75.0 $330K - $386K
27.1K $1.88M
F
Ford Motor CO

Consumer Cyclical
29.9K
New
$8.69 - $10.85 $260K - $324K
29.9K $324K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
11.7K
+ 95.4%
$16.82 - $21.97 $197K - $257K
23.9K $525K
NFLX
Netflix Inc

Communication Services
223
New
$855.86 - $1339.13 $191K - $299K
223 $298K
HUBB
Hubbell Inc

Industrials
714
New
$315.94 - $408.41 $226K - $292K
714 $291K
CSCO
Cisco Systems, Inc.

Technology
3.78K
+ 109.77%
$53.19 - $69.38 $201K - $262K
7.22K $500K
NDAQ
Nasdaq, Inc.

Financial Services
2.63K
+ 87.6%
$66.4 - $89.42 $175K - $235K
5.63K $503K
KB
Kb Financial Group Inc.

Financial Services
3.2K
New
$46.88 - $82.59 $150K - $264K
3.2K $264K
DE
Deere & CO

Industrials
443
+ 57.68%
$412.99 - $531.48 $183K - $235K
1.21K $615K
SYK
Stryker Corp

Healthcare
641
New
$337.37 - $395.63 $216K - $254K
641 $253K
T
At&T Inc.

Communication Services
8.36K
+ 58.87%
$26.33 - $28.94 $220K - $242K
22.6K $653K
CHTR
Charter Communications, Inc.

Communication Services
615
New
$321.68 - $427.25 $198K - $263K
615 $251K
VV
Vanguard Large Cap ETF

ETFs
865
New
$228.25 - $285.3 $197K - $247K
865 $246K
RJF
Raymond James Financial Inc

Financial Services
1.6K
New
$123.65 - $153.88 $197K - $246K
1.6K $244K
VRSK
Verisk Analytics, Inc.

Industrials
766
New
$277.03 - $321.33 $212K - $246K
766 $238K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.54K
+ 0.63%
$91.43 - $91.74 $232K - $233K
406K $37.2M
UBER
Uber Technologies, Inc

Technology
2.5K
New
$64.62 - $93.3 $162K - $233K
2.5K $233K
TJX
Tjx Companies Inc

Consumer Cyclical
1.87K
New
$119.13 - $135.03 $223K - $253K
1.87K $231K
MOD
Modine Manufacturing CO

Consumer Cyclical
2.35K
New
$69.3 - $105.57 $163K - $248K
2.35K $231K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
20.1K
New
$10.59 - $11.48 $213K - $231K
20.1K $231K
FAST
Fastenal CO

Industrials
5.47K
New
$40.65 - $83.16 $222K - $455K
5.47K $229K
WELL
Welltower Inc.

Real Estate
1.49K
New
$136.49 - $155.22 $203K - $231K
1.49K $228K
NOW
Service Now, Inc.

Technology
220
New
$721.65 - $1040.18 $159K - $229K
220 $226K
TMUS
T Mobile Us, Inc.

Communication Services
952
New
$220.99 - $268.54 $210K - $256K
952 $226K
MTB
M&T Bank Corp

Financial Services
1.17K
New
$156.58 - $193.99 $183K - $226K
1.17K $226K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
4.74K
New
$28.15 - $47.93 $133K - $227K
4.74K $226K
PM
Philip Morris International Inc.

Consumer Defensive
1.24K
New
$149.23 - $184.95 $185K - $229K
1.24K $225K
MSI
Motorola Solutions, Inc.

Technology
526
New
$394.72 - $440.39 $208K - $232K
526 $221K
Activity Summary
Buys All Purchases 273 New Holdings 220 Increased Positions 53 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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