Gitterman Wealth Management, LLC New Holdings in Q2 2025

Gitterman Wealth Management, LLC

  • $369 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
720
New
$90.56 - $109.49 $65.2K - $78.8K
720 $78K
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
ENB
Enbridge Inc

Energy
1.58K
New
$41.09 - $47.16 $65K - $74.6K
1.58K $71K
MMM
3 M CO

Industrials
458
New
$126.09 - $154.15 $57.7K - $70.6K
458 $69K
FELE
Franklin Electric CO Inc

Industrials
770
New
$84.21 - $95.87 $64.8K - $73.8K
770 $69K
CION
Cion Investment Corp

Financial Services
7.3K
New
$8.68 - $10.48 $63.4K - $76.5K
7.3K $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
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
NKE
Nike, Inc.

Consumer Cyclical
758
New
$53.27 - $72.04 $40.4K - $54.6K
758 $53K
ITW
Illinois Tool Works Inc

Industrials
215
New
$218.41 - $252.43 $47K - $54.3K
215 $53K
VB
Vanguard Small Cap ETF

ETFs
214
New
$193.73 - $237.37 $41.5K - $50.8K
214 $50K
VIG
Vanguard Dividend Appreciation

ETFs
245
New
N/A
245 $44K
ALL
Allstate Corp

Financial Services
223
New
$180.53 - $212.64 $40.3K - $47.4K
223 $44K
IRT
Independence Realty Trust, Inc.

Real Estate
2.4K
New
$17.41 - $21.38 $41.7K - $51.2K
2.4K $42K
ENPH
Enphase Energy, Inc.

Technology
1.05K
New
$34.56 - $62.52 $36.3K - $65.6K
1.05K $41K
CMCSA
Comcast Corp

Communication Services
1.13K
New
$32.84 - $36.72 $37.1K - $41.5K
1.13K $40K
HLN
Haleon PLC

Healthcare
3.8K
New
$9.27 - $11.41 $35.2K - $43.3K
3.8K $39K
IWD
Ishares Russell 1000 Val ETF

ETFs
201
New
$166.82 - $194.23 $33.5K - $39K
201 $39K
ARRY
Array Technologies, Inc.

Technology
6.58K
New
$3.98 - $8.44 $26.2K - $55.5K
6.58K $38K
LAND
Gladstone Land Corp

Real Estate
3.73K
New
$8.95 - $10.51 $33.4K - $39.2K
3.73K $37K
TSLA
Tesla, Inc.

Consumer Cyclical
117
New
$221.86 - $362.89 $26K - $42.5K
117 $37K
DUOL
Duolingo, Inc.

Technology
92
New
$292.88 - $540.68 $26.9K - $49.7K
92 $37K
AVGO
Broadcom Inc.

Technology
125
New
$146.29 - $275.65 $18.3K - $34.5K
125 $34K
MDLZ
Mondelez International, Inc.

Consumer Defensive
491
New
$63.54 - $68.5 $31.2K - $33.6K
491 $33K
IVT
Inven Trust Properties Corp.

Real Estate
1.1K
New
$25.97 - $29.73 $28.5K - $32.6K
1.1K $30K
AMGN
Amgen Inc

Healthcare
103
New
$262.28 - $309.85 $27K - $31.9K
103 $28K
PFE
Pfizer Inc

Healthcare
1.16K
New
$21.59 - $24.84 $25K - $28.8K
1.16K $28K
QCOM
Qualcomm Inc

Technology
170
New
$124.66 - $159.48 $21.2K - $27.1K
170 $27K
FDX
Fedex Corp

Industrials
116
New
$198.07 - $245.17 $23K - $28.4K
116 $26K
TMO
Thermo Fisher Scientific Inc.

Healthcare
64
New
$390.26 - $489.06 $25K - $31.3K
64 $25K
LEN
Lennar Corp

Consumer Cyclical
222
New
$102.76 - $115.66 $22.8K - $25.7K
222 $24K
IYW
Ishares Dj Us Tech ETF

ETFs
140
New
$122.57 - $173.27 $17.2K - $24.3K
140 $24K
CRM
Salesforce, Inc.

Technology
79
New
$236.26 - $291.15 $18.7K - $23K
79 $21K
DIS
Walt Disney CO

Communication Services
133
New
$81.72 - $124.01 $10.9K - $16.5K
133 $16K
WFC
Wells Fargo & Company

Financial Services
122
New
$60.98 - $80.12 $7.44K - $9.77K
122 $9K
KD
Kyndryl Holdings, Inc.

Technology
217
New
$27.77 - $41.96 $6.03K - $9.11K
217 $9K
ACN
Accenture PLC

Technology
33
New
$279.23 - $323.21 $9.21K - $10.7K
33 $9K
SHW
Sherwin Williams CO

Basic Materials
22
New
$313.51 - $363.51 $6.9K - $8K
22 $7K
GRMN
Garmin LTD

Technology
32
New
$173.63 - $218.07 $5.56K - $6.98K
32 $6K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
16
New
$160.22 - $209.35 $2.56K - $3.35K
16 $3K
PLTR
Palantir Technologies Inc.

Technology
22
New
$74.01 - $144.25 $1.63K - $3.17K
22 $2K
CVS
Cvs Health Corp

Healthcare
29
New
$60.04 - $70.18 $1.74K - $2.04K
29 $2K
SSNC
Ss&C Technologies Holdings Inc

Technology
15
New
$71.96 - $83.42 $1.08K - $1.25K
15 $1K
GPC
Genuine Parts CO

Consumer Cyclical
12
New
$105.54 - $129.09 $1.27K - $1.55K
12 $1K
CLX
Clorox CO

Consumer Defensive
12
New
$118.01 - $148.69 $1.42K - $1.78K
12 $1K
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
Track This Portfolio

Track Gitterman Wealth Management, LLC Portfolio

Follow Gitterman Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gitterman Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gitterman Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email