Gitterman Wealth Management, LLC Incresed Positions in Q1 2025

Gitterman Wealth Management, LLC

  • $325 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
SBUX
Starbucks Corp

Consumer Cyclical
3.6K
+ 152.14%
$91.75 - $115.81 $330K - $417K
5.96K $584K
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
NVDA
Nvidia Corp

Technology
2.97K
+ 77.22%
$106.98 - $149.43 $318K - $444K
6.81K $738K
MS
Morgan Stanley

Financial Services
2.04K
+ 85.76%
$111.68 - $141.08 $227K - $287K
4.41K $514K
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
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
CTSH
Cognizant Technology Solutions Corp

Technology
722
+ 18.03%
$75.32 - $90.7 $54.4K - $65.5K
4.73K $361K
NVS
Novartis Ag

Healthcare
35
+ 1.05%
$97.14 - $115.57 $3.4K - $4.04K
3.36K $374K
MA
Mastercard Inc

Financial Services
39
+ 2.91%
$504.67 - $576.31 $19.7K - $22.5K
1.38K $754K
UNH
Unitedhealth Group Inc

Healthcare
5
+ 0.19%
$461.52 - $548.18 $2.31K - $2.74K
2.59K $1.35M
FSV
First Service Corp

Real Estate
337
+ 30.44%
$159.66 - $185.88 $53.8K - $62.6K
1.44K $239K
STN
Stantec Inc

Industrials
80
+ 1.43%
$74.62 - $89.33 $5.97K - $7.15K
5.68K $470K
SAP
Sap Se

Technology
1
+ 0.08%
$241.4 - $293.69 $241 - $294
1.28K $344K
TEF
Telefonica S A

Communication Services
245
+ 0.59%
$3.89 - $4.73 $953 - $1.16K
41.6K $193K
LNN
Lindsay Corp

Industrials
25
+ 1.43%
$116.77 - $139.05 $2.92K - $3.48K
1.78K $224K
IBN
Icici Bank LTD

Financial Services
55
+ 0.81%
$27.55 - $31.67 $1.52K - $1.74K
6.87K $216K
JPM
Jpmorgan Chase & CO

Financial Services
11
+ 0.71%
$225.19 - $279.95 $2.48K - $3.08K
1.57K $384K
TYL
Tyler Technologies Inc

Technology
8
+ 1.95%
$553.41 - $646.74 $4.43K - $5.17K
418 $243K
SPGI
S&P Global Inc.

Financial Services
2
+ 0.41%
$478.26 - $543.77 $957 - $1.09K
485 $246K
SKM
Sk Telecom CO LTD

Communication Services
36
+ 0.33%
$20.91 - $23.05 $753 - $830
11K $233K
IX
Orix Corp

Financial Services
7.9K
+ 409.81%
$20.44 - $107.42 $161K - $848K
9.82K $205K
Veralto Corp
1.28K
+ 31.25%
N/A
5.37K $0
Fidelity Wise Origin Bitcoin
1.2K
+ 38.41%
N/A
4.31K $0
GGG
Graco Inc

Industrials
27
+ 1.1%
$80.53 - $87.54 $2.17K - $2.36K
2.48K $207K
SNA
Snap On Inc

Industrials
3
+ 0.45%
$324.09 - $358.62 $972 - $1.08K
669 $225K
CIG
Energy CO Of Minas Gerais

Utilities
628
+ 0.42%
$1.71 - $1.98 $1.07K - $1.24K
152K $266K
PSO
Pearson PLC

Communication Services
25
+ 0.16%
$15.45 - $17.75 $386 - $444
15.4K $246K
NDAQ
Nasdaq, Inc.

Financial Services
21
+ 0.7%
$72.17 - $83.76 $1.52K - $1.76K
3K $227K
GWRS
Global Water Resources, Inc.

Utilities
472
+ 4.4%
$10.08 - $12.2 $4.76K - $5.76K
11.2K $115K
SWIM
Latham Group, Inc.

Industrials
1.11K
+ 3.85%
$5.46 - $7.53 $6.07K - $8.37K
30K $192K
AVY
Avery Dennison Corp

Industrials
13
+ 1.13%
$174.58 - $195.91 $2.27K - $2.55K
1.16K $206K
RY
Royal Bank Of Canada

Financial Services
37
+ 1.94%
$108.81 - $123.4 $4.03K - $4.57K
1.94K $219K
NEE
Nextera Energy Inc

Utilities
57
+ 0.26%
$66.96 - $76.16 $3.82K - $4.34K
22K $1.56M
RPM
Rpm International Inc

Basic Materials
34
+ 1.23%
$114.03 - $128.31 $3.88K - $4.36K
2.8K $323K
DHR
Danaher Corp

Healthcare
30
+ 3.12%
$201.62 - $250.59 $6.05K - $7.52K
991 $203K
MRK
Merck & Co., Inc.

Healthcare
19
+ 0.82%
$83.01 - $101.02 $1.58K - $1.92K
2.34K $209K
EQIX
Equinix Inc

Real Estate
12
+ 5.04%
$803.0 - $959.97 $9.64K - $11.5K
250 $203K
LESL
Leslie'S, Inc.

Consumer Cyclical
6.03K
+ 32.91%
$0.74 - $2.3 $4.46K - $13.9K
24.3K $18K
WIT
Wipro LTD

Technology
199
+ 0.39%
$3.0 - $3.77 $597 - $750
51.8K $158K
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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