Gitterman Wealth Management, LLC New Holdings in Q1 2025

Gitterman Wealth Management, LLC

  • $325 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
95.4K
New
$507.05 - $563.67 $48.4M - $53.8M
95.4K $49M
PHO
Invesco Exchange Traded Fd Tr

ETFs
363K
New
$63.77 - $68.75 $23.2M - $25M
363K $23.4M
GLD
Spdr Gold Trust

ETFs
79.3K
New
$243.19 - $288.14 $19.3M - $22.8M
79.3K $22.8M
HEFA
Ishares Currency Hedged Msci E

ETFs
433K
New
$34.83 - $37.52 $15.1M - $16.2M
433K $15.7M
HCA
Hca Healthcare, Inc.

Healthcare
1.25K
New
$296.7 - $345.55 $370K - $431K
1.25K $430K
MCK
Mckesson Corp

Healthcare
636
New
$566.21 - $672.99 $360K - $428K
636 $428K
CAH
Cardinal Health Inc

Healthcare
2.97K
New
$118.02 - $137.77 $351K - $410K
2.97K $409K
GS
Goldman Sachs Group Inc

Financial Services
678
New
$524.81 - $672.19 $356K - $456K
678 $370K
HSY
Hershey CO

Consumer Defensive
2.15K
New
$144.74 - $186.36 $311K - $401K
2.15K $367K
IP
International Paper CO

Consumer Cyclical
6.75K
New
$49.38 - $60.09 $333K - $405K
6.75K $359K
PPG
Ppg Industries Inc

Basic Materials
3.04K
New
$107.44 - $124.29 $327K - $378K
3.04K $332K
DHI
Horton D R Inc

Consumer Cyclical
2.61K
New
$125.29 - $147.65 $327K - $385K
2.61K $331K
AMAT
Applied Materials Inc

Technology
2.27K
New
$145.06 - $195.51 $330K - $444K
2.27K $329K
TGT
Target Corp

Consumer Defensive
3.07K
New
$103.65 - $142.5 $318K - $437K
3.07K $320K
BMY
Bristol Myers Squibb CO

Healthcare
5.17K
New
$53.9 - $63.11 $278K - $326K
5.17K $315K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.77K
New
$157.11 - $206.52 $278K - $365K
1.77K $297K
CARR
Carrier Global Corp

Industrials
4.62K
New
$62.07 - $70.55 $287K - $326K
4.62K $292K
IEFA
Ishares Tr

ETFs
3.35K
New
$69.57 - $78.65 $233K - $263K
3.35K $253K
ORCL
Oracle Corp

Technology
1.78K
New
$139.81 - $186.47 $248K - $331K
1.78K $248K
AWR
American States Water CO

Utilities
3.07K
New
$70.84 - $80.98 $218K - $249K
3.07K $241K
IR
Ingersoll Rand Inc.

Industrials
3.01K
New
$79.44 - $94.23 $239K - $284K
3.01K $240K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.8K
New
$62.72 - $71.92 $238K - $273K
3.8K $239K
VTRS
Viatris Inc

Healthcare
27.4K
New
$8.68 - $12.42 $237K - $340K
27.4K $238K
AJG
Arthur J. Gallagher & Co.

Financial Services
665
New
$275.89 - $345.24 $183K - $230K
665 $229K
RF
Regions Financial Corp

Financial Services
10.4K
New
$20.84 - $24.77 $217K - $258K
10.4K $226K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
12.2K
New
$14.09 - $18.05 $173K - $221K
12.2K $218K
WMS
Advanced Drainage Systems, Inc.

Industrials
2K
New
$105.29 - $126.99 $210K - $253K
2K $216K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
3.3K
New
N/A
3.3K $213K
CWT
California Water Service Group

Utilities
4.35K
New
$41.88 - $48.46 $182K - $211K
4.35K $210K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
989
New
$211.47 - $267.17 $209K - $264K
989 $209K
C
Citigroup Inc

Financial Services
2.87K
New
$67.23 - $84.63 $193K - $243K
2.87K $203K
ORA
Ormat Technologies, Inc.

Utilities
2.86K
New
$62.47 - $72.93 $178K - $208K
2.86K $202K
2023 ETF Series Trust Ii
1.58M
New
N/A
1.58M $0
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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