Gitterman Wealth Management, LLC Incresed Positions 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
IVV
Ishares Core S&P 500 ETF

ETFs
66
+ 0.9%
$498.8 - $620.9 $32.9K - $41K
7.41K $4.6M
JPM
Jpmorgan Chase & CO

Financial Services
1.01K
+ 64.41%
$210.28 - $289.91 $212K - $293K
2.58K $747K
NEE
Nextera Energy Inc

Utilities
5.15K
+ 23.45%
$64.11 - $75.0 $330K - $386K
27.1K $1.88M
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
DE
Deere & CO

Industrials
443
+ 57.68%
$412.99 - $531.48 $183K - $235K
1.21K $615K
T
At&T Inc.

Communication Services
8.36K
+ 58.87%
$26.33 - $28.94 $220K - $242K
22.6K $653K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.54K
+ 0.63%
$91.43 - $91.74 $232K - $233K
406K $37.2M
MCD
Mcdonalds Corp

Consumer Cyclical
814
+ 82.98%
$285.55 - $321.23 $232K - $261K
1.8K $524K
AXON
Axon Enterprise, Inc.

Industrials
5
+ 0.88%
$497.13 - $827.94 $2.49K - $4.14K
571 $472K
TTEK
Tetra Tech Inc

Industrials
1.63K
+ 9.7%
$28.01 - $36.25 $45.7K - $59.2K
18.5K $663K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
398
+ 28.03%
$483.48 - $539.8 $192K - $215K
1.82K $883K
PNR
Pentair PLC

Industrials
365
+ 7.81%
$76.17 - $103.58 $27.8K - $37.8K
5.04K $517K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
79
+ 7.99%
$179.95 - $278.88 $14.2K - $22K
1.07K $297K
HON
Honeywell International Inc

Industrials
117
+ 4.27%
$182.86 - $232.88 $21.4K - $27.2K
2.85K $664K
WMS
Advanced Drainage Systems, Inc.

Industrials
525
+ 26.32%
$96.79 - $123.55 $50.8K - $64.9K
2.52K $289K
XYL
Xylem Inc.

Industrials
105
+ 1.8%
$102.86 - $129.5 $10.8K - $13.6K
5.93K $767K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
690
+ 10.93%
$96.84 - $99.46 $66.8K - $68.6K
7K $694K
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
CARR
Carrier Global Corp

Industrials
86
+ 1.86%
$55.55 - $75.83 $4.78K - $6.52K
4.7K $344K
ORA
Ormat Technologies, Inc.

Utilities
64
+ 2.24%
$66.4 - $86.59 $4.25K - $5.54K
2.92K $244K
WTFC
Wintrust Financial Corp

Financial Services
69
+ 2.87%
$95.17 - $124.21 $6.57K - $8.57K
2.47K $306K
LNN
Lindsay Corp

Industrials
14
+ 0.79%
$116.32 - $144.25 $1.63K - $2.02K
1.79K $258K
TYL
Tyler Technologies Inc

Technology
38
+ 9.09%
$521.68 - $592.84 $19.8K - $22.5K
456 $270K
FSV
First Service Corp

Real Estate
12
+ 0.83%
$158.93 - $179.74 $1.91K - $2.16K
1.46K $254K
DHR
Danaher Corp

Healthcare
102
+ 10.29%
$174.64 - $205.16 $17.8K - $20.9K
1.09K $215K
ADP
Automatic Data Processing Inc

Industrials
17
+ 2.43%
$276.76 - $326.81 $4.7K - $5.56K
717 $221K
SWIM
Latham Group, Inc.

Industrials
992
+ 3.31%
$4.72 - $6.76 $4.68K - $6.71K
31K $197K
EQIX
Equinix Inc

Real Estate
11
+ 4.4%
$740.07 - $914.43 $8.14K - $10.1K
261 $207K
WM
Waste Management Inc

Industrials
23
+ 2.02%
$216.47 - $242.1 $4.98K - $5.57K
1.16K $266K
Veralto Corp
618
+ 11.51%
N/A
5.99K $0
2023 ETF Series Trust Ii
45.8K
+ 2.9%
N/A
1.62M $0
Jacobs Solutions Inc
17
+ 0.63%
N/A
2.71K $0
Primo Brands Corporation
2.69K
+ 32.91%
N/A
10.9K $0
Perimeter Solutions Inc
316
+ 2.48%
N/A
13.1K $0
Fidelity Wise Origin Bitcoin
205
+ 4.76%
N/A
4.51K $0
GWRS
Global Water Resources, Inc.

Utilities
30
+ 0.27%
$9.77 - $10.8 $293 - $324
11.2K $114K
CWT
California Water Service Group

Utilities
107
+ 2.46%
$44.67 - $51.36 $4.78K - $5.5K
4.46K $202K
WTRG
Essential Utilities, Inc.

Utilities
446
+ 3.87%
$36.92 - $41.39 $16.5K - $18.5K
12K $444K
WTTR
Select Energy Services, Inc.

Energy
1.07K
+ 7.29%
$7.3 - $10.83 $7.77K - $11.5K
15.7K $135K
BMY
Bristol Myers Squibb CO

Healthcare
46
+ 0.89%
$44.12 - $59.6 $2.03K - $2.74K
5.21K $241K
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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