Gitterman Wealth Management, LLC Reduced Holdings in Q3 2024

Gitterman Wealth Management, LLC

  • $238 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
-1.74M
- 99.73%
$57.74 - $59.13 $101M - $103M
4.69K $276K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-3.47K
- 1.26%
$91.42 - $91.82 $317K - $319K
272K $25M
NDAQ
Nasdaq, Inc.

Financial Services
-5.38K
- 64.83%
$59.48 - $74.31 $320K - $400K
2.92K $213K
MSFT
Microsoft Corp

Technology
-162
- 1.35%
$395.15 - $467.56 $64K - $75.7K
11.8K $5.09M
SBUX
Starbucks Corp

Consumer Cyclical
-3.62K
- 60.55%
$72.51 - $98.6 $263K - $357K
2.36K $230K
MCD
Mcdonalds Corp

Consumer Cyclical
-1.02K
- 51.03%
$245.82 - $304.51 $251K - $311K
979 $298K
BMY
Bristol Myers Squibb CO

Healthcare
-4.83K
- 52.07%
$39.66 - $51.75 $192K - $250K
4.45K $230K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.26K
- 20.26%
$49.83 - $62.75 $62.6K - $78.8K
4.94K $284K
HON
Honeywell International Inc

Industrials
-42
- 1.37%
$196.73 - $220.21 $8.26K - $9.25K
3.03K $626K
MRK
Merck & Co., Inc.

Healthcare
-23
- 1.13%
$111.15 - $128.97 $2.56K - $2.97K
2.01K $227K
WTTR
Select Energy Services, Inc.

Energy
-2.25K
- 9.9%
$10.2 - $12.2 $22.9K - $27.4K
20.4K $227K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-39
- 2.4%
$147.95 - $191.05 $5.77K - $7.45K
1.59K $275K
ABC
Amerisourcebergen Corp

Healthcare
-35
- 2.58%
N/A
1.32K $244K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-390
- 1.54%
N/A
25K $0
T
At&T Inc.

Communication Services
-3.52K
- 13.1%
$18.21 - $22.28 $64.1K - $78.4K
23.3K $513K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-15
- 1.65%
$434.77 - $502.96 $6.52K - $7.54K
892 $435K
NGG
National Grid PLC

Utilities
-660
- 17.09%
$57.14 - $70.48 $37.7K - $46.5K
3.2K $223K
AOS
Smith A O Corp

Industrials
-299
- 7.38%
$76.95 - $91.98 $23K - $27.5K
3.76K $337K
GLDD
Great Lakes Dredge & Dock Corp

Industrials
-3.29K
- 14.37%
$8.1 - $10.79 $26.6K - $35.5K
19.6K $206K
SBAC
Sba Communications Corp

Real Estate
-85
- 6.89%
$189.0 - $245.01 $16.1K - $20.8K
1.15K $276K
AWK
American Water Works Company, Inc.

Utilities
-22
- 0.63%
$127.76 - $149.9 $2.81K - $3.3K
3.47K $506K
NOC
Northrop Grumman Corp

Industrials
-8
- 0.43%
$423.73 - $533.14 $3.39K - $4.27K
1.86K $981K
IBM
International Business Machines Corp

Technology
-114
- 1.43%
$175.1 - $223.38 $20K - $25.5K
7.85K $1.74M
AAPL
Apple Inc.

Technology
-735
- 2.09%
$207.23 - $234.82 $152K - $173K
34.5K $8.03M
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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