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
IWM
Ishares Russell 2000 ETF

ETFs
499
New
$174.82 - $215.79 $87.2K - $108K
499 $107K
VEEV
Veeva Systems Inc

Healthcare
367
New
$209.39 - $289.94 $76.8K - $106K
367 $105K
CPRT
Copart Inc

Consumer Cyclical
2.15K
New
$47.72 - $63.84 $103K - $137K
2.15K $105K
FIX
Comfort Systems Usa Inc

Industrials
194
New
$296.51 - $536.21 $57.5K - $104K
194 $104K
ABC
Amerisourcebergen Corp

Healthcare
566
New
N/A
566 $104K
BMI
Badger Meter Inc

Technology
423
New
$170.72 - $254.17 $72.2K - $108K
423 $103K
META
Meta Platforms, Inc.

Communication Services
139
New
$484.66 - $738.09 $67.4K - $103K
139 $102K
GE
General Electric CO

Industrials
396
New
$166.81 - $257.39 $66.1K - $102K
396 $101K
CSL
Carlisle Companies Inc

Industrials
258
New
$317.1 - $408.5 $81.8K - $105K
258 $96K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
837
New
$99.37 - $134.05 $83.2K - $112K
837 $94K
AOS
Smith A O Corp

Industrials
1.42K
New
$59.63 - $70.52 $84.9K - $100K
1.42K $93K
VCEL
Vericel Corp

Healthcare
2.11K
New
$37.92 - $45.7 $80K - $96.4K
2.11K $89K
PKI
Perkinelmer Inc

Healthcare
736
New
N/A
736 $89K
TREX
Trex CO Inc

Industrials
1.65K
New
$50.52 - $61.77 $83.1K - $102K
1.65K $89K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
79
+ 7.99%
$179.95 - $278.88 $14.2K - $22K
1.07K $297K
NVR
Nvr Inc

Consumer Cyclical
12
New
$6700.0 - $7410.93 $80.4K - $88.9K
12 $88K
LNTH
Lantheus Holdings, Inc.

Healthcare
1.08K
New
$73.86 - $108.74 $80K - $118K
1.08K $88K
CGNX
Cognex Corp

Technology
2.72K
New
$23.27 - $32.07 $63.2K - $87.1K
2.72K $86K
HON
Honeywell International Inc

Industrials
117
+ 4.27%
$182.86 - $232.88 $21.4K - $27.2K
2.85K $664K
AMP
Ameriprise Financial Inc

Financial Services
160
New
$422.19 - $533.73 $67.6K - $85.4K
160 $85K
MSEX
Middlesex Water CO

Utilities
1.57K
New
$54.18 - $66.57 $84.8K - $104K
1.57K $84K
FSLR
First Solar, Inc.

Technology
502
New
$120.38 - $192.98 $60.4K - $96.9K
502 $83K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
720
New
$90.56 - $109.49 $65.2K - $78.8K
720 $78K
WMS
Advanced Drainage Systems, Inc.

Industrials
525
+ 26.32%
$96.79 - $123.55 $50.8K - $64.9K
2.52K $289K
GIS
General Mills Inc

Consumer Defensive
1.43K
New
$50.37 - $60.97 $71.9K - $87.1K
1.43K $73K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
994
New
$67.83 - $92.33 $67.4K - $91.8K
994 $72K
XYL
Xylem Inc.

Industrials
105
+ 1.8%
$102.86 - $129.5 $10.8K - $13.6K
5.93K $767K
ENB
Enbridge Inc

Energy
1.58K
New
$41.09 - $47.16 $65K - $74.6K
1.58K $71K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
690
+ 10.93%
$96.84 - $99.46 $66.8K - $68.6K
7K $694K
CION
Cion Investment Corp

Financial Services
7.3K
New
$8.68 - $10.48 $63.4K - $76.5K
7.3K $69K
FELE
Franklin Electric CO Inc

Industrials
770
New
$84.21 - $95.87 $64.8K - $73.8K
770 $69K
MMM
3 M CO

Industrials
458
New
$126.09 - $154.15 $57.7K - $70.6K
458 $69K
AZTA
Azenta, Inc.

Healthcare
2.2K
New
$25.03 - $35.41 $55.2K - $78K
2.2K $67K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
2.49K
New
$22.73 - $29.21 $56.7K - $72.8K
2.49K $66K
AIZ
Assurant, Inc.

Financial Services
333
New
$179.73 - $211.56 $59.9K - $70.4K
333 $65K
FCN
Fti Consulting, Inc

Industrials
391
New
$152.87 - $168.51 $59.8K - $65.9K
391 $63K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
195
+ 5.14%
$57.46 - $75.58 $11.2K - $14.7K
3.99K $301K
MRK
Merck & Co., Inc.

Healthcare
1.07K
+ 45.66%
$73.47 - $87.12 $78.5K - $93K
3.41K $269K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
359
New
$144.63 - $179.53 $51.9K - $64.5K
359 $59K
COF
Capital One Financial Corp

Financial Services
278
New
$150.57 - $212.76 $41.9K - $59.1K
278 $59K
ITW
Illinois Tool Works Inc

Industrials
215
New
$218.41 - $252.43 $47K - $54.3K
215 $53K
NKE
Nike, Inc.

Consumer Cyclical
758
New
$53.27 - $72.04 $40.4K - $54.6K
758 $53K
CARR
Carrier Global Corp

Industrials
86
+ 1.86%
$55.55 - $75.83 $4.78K - $6.52K
4.7K $344K
VB
Vanguard Small Cap ETF

ETFs
214
New
$193.73 - $237.37 $41.5K - $50.8K
214 $50K
ALL
Allstate Corp

Financial Services
223
New
$180.53 - $212.64 $40.3K - $47.4K
223 $44K
VIG
Vanguard Dividend Appreciation

ETFs
245
New
N/A
245 $44K
IRT
Independence Realty Trust, Inc.

Real Estate
2.4K
New
$17.41 - $21.38 $41.7K - $51.2K
2.4K $42K
ORA
Ormat Technologies, Inc.

Utilities
64
+ 2.24%
$66.4 - $86.59 $4.25K - $5.54K
2.92K $244K
ENPH
Enphase Energy, Inc.

Technology
1.05K
New
$34.56 - $62.52 $36.3K - $65.6K
1.05K $41K
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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