Gitterman Wealth Management, LLC Incresed Positions in Q3 2024

Gitterman Wealth Management, LLC

  • $238 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
888K
+ 99.17%
$57.8 - $60.8 $51.3M - $54M
1.78M $108M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
54.4K
+ 31.43%
$110.06 - $128.44 $5.98M - $6.98M
227K $28.9M
NEE
Nextera Energy Inc

Utilities
213
+ 1.02%
$69.9 - $84.97 $14.9K - $18.1K
21.1K $1.79M
IVV
Ishares Core S&P 500 ETF

ETFs
127
+ 1.76%
$520.18 - $576.82 $66.1K - $73.3K
7.34K $4.24M
PTC
Ptc Inc.

Technology
1.24K
+ 83.63%
$164.85 - $187.32 $205K - $232K
2.73K $492K
HD
Home Depot, Inc.

Consumer Cyclical
354
+ 46.03%
$333.64 - $405.2 $118K - $143K
1.12K $455K
SWIM
Latham Group, Inc.

Industrials
670
+ 2.04%
$2.63 - $6.8 $1.76K - $4.56K
33.5K $227K
PNR
Pentair PLC

Industrials
228
+ 5.42%
$74.39 - $97.79 $17K - $22.3K
4.43K $433K
PRM
Perimeter Solutions, Sa

Basic Materials
738
+ 4.19%
$7.55 - $13.42 $5.57K - $9.9K
18.4K $246K
SYY
Sysco Corp

Consumer Defensive
813
+ 24.02%
$69.16 - $78.98 $56.2K - $64.2K
4.2K $327K
AXON
Axon Enterprise, Inc.

Industrials
6
+ 0.86%
$286.16 - $399.6 $1.72K - $2.4K
700 $279K
PRMW
Primo Water Corp

Consumer Defensive
692
+ 4.69%
$20.4 - $25.47 $14.1K - $17.6K
15.4K $389K
XYL
Xylem Inc.

Industrials
443
+ 9.07%
$126.14 - $141.53 $55.9K - $62.7K
5.33K $719K
STN
Stantec Inc

Industrials
846
+ 19.22%
$76.91 - $87.99 $65.1K - $74.4K
5.25K $421K
CIG
Energy CO Of Minas Gerais

Utilities
2.75K
+ 2.01%
$1.76 - $2.19 $4.85K - $6.03K
140K $288K
LII
Lennox International Inc

Industrials
12
+ 2.19%
$523.72 - $620.83 $6.28K - $7.45K
561 $339K
EQIX
Equinix Inc

Real Estate
11
+ 4.14%
$749.0 - $890.01 $8.24K - $9.79K
277 $245K
CHKP
Check Point Software Technologies LTD

Technology
9
+ 0.61%
$165.0 - $195.47 $1.49K - $1.76K
1.49K $286K
RPM
Rpm International Inc

Basic Materials
54
+ 2.05%
$103.91 - $125.03 $5.61K - $6.75K
2.69K $325K
MTB
M&T Bank Corp

Financial Services
22
+ 1.61%
$146.49 - $179.85 $3.22K - $3.96K
1.39K $247K
SAP
Sap Se

Technology
18
+ 1.55%
$197.21 - $231.0 $3.55K - $4.16K
1.18K $269K
SPGI
S&P Global Inc.

Financial Services
6
+ 1.33%
$446.32 - $527.38 $2.68K - $3.16K
457 $236K
NOW
Service Now, Inc.

Technology
3
+ 1.04%
$730.87 - $937.36 $2.19K - $2.81K
292 $261K
NVS
Novartis Ag

Healthcare
51
+ 1.69%
$106.13 - $120.89 $5.41K - $6.17K
3.08K $353K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
40
+ 0.13%
$21.61 - $22.87 $864 - $915
30.4K $689K
TEF
Telefonica S A

Communication Services
694
+ 1.86%
$4.18 - $4.9 $2.9K - $3.4K
38.1K $184K
WTFC
Wintrust Financial Corp

Financial Services
33
+ 1.48%
$96.43 - $111.89 $3.18K - $3.69K
2.26K $245K
WTRG
Essential Utilities, Inc.

Utilities
344
+ 3.87%
$36.74 - $41.49 $12.6K - $14.3K
9.22K $355K
TTEK
Tetra Tech Inc

Industrials
6.23K
+ 358.52%
$45.59 - $237.74 $284K - $1.48M
7.97K $375K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
33
+ 1.14%
$91.94 - $113.13 $3.03K - $3.73K
2.93K $324K
V
Visa Inc.

Financial Services
11
+ 1.15%
$253.74 - $291.56 $2.79K - $3.21K
969 $266K
RDY
Dr Reddys Laboratories LTD

Healthcare
48
+ 1.65%
$75.41 - $84.21 $3.62K - $4.04K
2.96K $235K
HSBC
Hsbc Holdings PLC

Financial Services
61
+ 1.3%
$40.42 - $45.91 $2.47K - $2.8K
4.76K $215K
WIT
Wipro LTD

Technology
274
+ 1.16%
$5.66 - $6.89 $1.55K - $1.89K
24K $155K
Jacobs Solutions Inc
279
+ 12.38%
N/A
2.53K $0
Veralto Corp
120
+ 3.71%
N/A
3.36K $0
ROP
Roper Technologies Inc

Industrials
5
+ 1.34%
$515.25 - $576.55 $2.58K - $2.88K
378 $210K
NTAP
Net App, Inc.

Technology
23
+ 1.3%
$114.18 - $134.62 $2.63K - $3.1K
1.79K $220K
GOOGL
Alphabet Inc.

Communication Services
554
+ 6.66%
$148.65 - $191.18 $82.4K - $106K
8.87K $1.47M
NVO
Novo Nordisk A S

Healthcare
78
+ 0.41%
$119.07 - $145.42 $9.29K - $11.3K
19.2K $2.28M
Activity Summary
Buys All Purchases 82 New Holdings 41 Increased Positions 41 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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