Gitterman Wealth Management, LLC Reduced Holdings in Q3 2025

Gitterman Wealth Management, LLC

  • $374 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
-1K
- 5.84%
$45.38 - $71.7 $45.4K - $71.7K
16.1K $894K
CSCO
Cisco Systems, Inc.

Technology
-3.99K
- 55.34%
$66.2 - $71.79 $264K - $287K
3.22K $220K
AXON
Axon Enterprise, Inc.

Industrials
-264
- 46.23%
$698.02 - $870.97 $184K - $230K
307 $220K
MCD
Mcdonalds Corp

Consumer Cyclical
-816
- 45.46%
$291.67 - $316.99 $238K - $259K
979 $297K
VZ
Verizon Communications Inc

Communication Services
-4.8K
- 41.08%
$40.84 - $45.06 $196K - $216K
6.88K $302K
DE
Deere & CO

Industrials
-256
- 21.14%
$457.26 - $524.37 $117K - $134K
955 $436K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-400
- 22.0%
$459.11 - $506.91 $184K - $203K
1.42K $712K
V
Visa Inc.

Financial Services
-208
- 19.83%
$332.09 - $358.86 $69.1K - $74.6K
841 $287K
COST
Costco Wholesale Corp

Consumer Defensive
-49
- 11.48%
$915.95 - $994.57 $44.9K - $48.7K
378 $349K
MA
Mastercard Inc

Financial Services
-62
- 10.9%
$550.18 - $598.96 $34.1K - $37.1K
507 $288K
DHR
Danaher Corp

Healthcare
-74
- 6.77%
$181.46 - $212.2 $13.4K - $15.7K
1.02K $202K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-97
- 2.43%
$70.85 - $76.96 $6.87K - $7.47K
3.89K $295K
Perimeter Solutions Inc
-2.74K
- 20.94%
N/A
10.3K $0
2023 ETF Series Trust Ii
-1.57K
- 0.1%
N/A
1.62M $0
MOD
Modine Manufacturing CO

Consumer Cyclical
-508
- 21.65%
$90.02 - $158.57 $45.7K - $80.6K
1.84K $261K
MS
Morgan Stanley

Financial Services
-49
- 2.03%
$139.09 - $161.16 $6.82K - $7.9K
2.37K $375K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
-39
- 0.82%
$44.14 - $61.05 $1.72K - $2.38K
4.7K $283K
AAON
Aaon, Inc.

Industrials
-445
- 4.67%
$72.08 - $94.26 $32.1K - $41.9K
9.07K $847K
VTI
Vanguard Total Stock Market Et

ETFs
-733
- 4.33%
$303.93 - $329.86 $223K - $242K
16.2K $5.31M
IVV
Ishares Core S&P 500 ETF

ETFs
-63
- 0.85%
$620.67 - $670.08 $39.1K - $42.2K
7.35K $4.92M
JNJ
Johnson & Johnson

Healthcare
-100
- 0.71%
$155.17 - $185.42 $15.5K - $18.5K
13.9K $2.58M
PHO
Invesco Exchange Traded Fd Tr

ETFs
-1.05K
- 0.28%
$69.62 - $73.99 $72.9K - $77.5K
369K $26.6M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-6.04K
- 2.44%
$138.08 - $151.2 $834K - $914K
241K $36.4M
GLD
Spdr Gold Trust

ETFs
-1.21K
- 1.52%
$300.96 - $355.47 $364K - $429K
78.3K $27.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-566
- 0.58%
$567.77 - $614.76 $321K - $348K
97.3K $59.6M
Activity Summary
Buys All Purchases 89 New Holdings 4 Increased Positions 85 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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