Gitterman Wealth Management, LLC Reduced Holdings in Q1 2025

Gitterman Wealth Management, LLC

  • $325 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
-423K
- 23.58%
$57.44 - $59.4 $24.3M - $25.1M
1.37M $81.4M
AAPL
Apple Inc.

Technology
-2.18K
- 6.32%
$209.68 - $247.1 $458K - $539K
32.3K $7.18M
IBM
International Business Machines Corp

Technology
-4.31K
- 49.27%
$217.4 - $264.74 $938K - $1.14M
4.44K $1.1M
AON
Aon PLC

Financial Services
-993
- 48.8%
$348.44 - $409.32 $346K - $406K
1.04K $415K
WM
Waste Management Inc

Industrials
-1.68K
- 59.59%
$200.54 - $233.78 $337K - $393K
1.14K $263K
T
At&T Inc.

Communication Services
-16.5K
- 53.8%
$21.56 - $28.28 $357K - $468K
14.2K $401K
DE
Deere & CO

Industrials
-611
- 44.31%
$408.57 - $509.27 $250K - $311K
768 $360K
AXP
American Express CO

Financial Services
-525
- 31.14%
$255.39 - $325.87 $134K - $171K
1.16K $312K
CNM
Core & Main, Inc.

Industrials
-1.43K
- 11.78%
$46.27 - $57.26 $65.9K - $81.6K
10.7K $515K
WTTR
Select Energy Services, Inc.

Energy
-3.43K
- 19.0%
$9.37 - $14.56 $32.1K - $49.9K
14.6K $153K
AMZN
Amazon Com Inc

Consumer Cyclical
-14
- 0.54%
$190.26 - $242.06 $2.66K - $3.39K
2.59K $492K
AXON
Axon Enterprise, Inc.

Industrials
-62
- 9.87%
$496.65 - $710.01 $30.8K - $44K
566 $297K
JNJ
Johnson & Johnson

Healthcare
-2.58K
- 15.56%
$142.06 - $167.7 $367K - $433K
14K $2.32M
POOL
Pool Corp

Industrials
-146
- 12.95%
$314.92 - $364.31 $46K - $53.2K
981 $312K
PNR
Pentair PLC

Industrials
-51
- 1.08%
$84.0 - $105.35 $4.28K - $5.37K
4.67K $408K
GLDD
Great Lakes Dredge & Dock Corp

Industrials
-163
- 1.27%
$7.67 - $12.44 $1.25K - $2.03K
12.7K $110K
SBAC
Sba Communications Corp

Real Estate
-97
- 7.4%
$192.76 - $224.91 $18.7K - $21.8K
1.21K $266K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-7.36K
- 29.85%
N/A
17.3K $0
Primo Brands Corporation
-7.14K
- 46.62%
N/A
8.17K $0
Perimeter Solutions Inc
-3.62K
- 22.1%
N/A
12.8K $0
Jacobs Solutions Inc
-192
- 6.65%
N/A
2.7K $0
ADP
Automatic Data Processing Inc

Industrials
-16
- 2.23%
$286.85 - $318.64 $4.59K - $5.1K
700 $213K
PG
Procter & Gamble CO

Consumer Defensive
-20
- 0.67%
$158.56 - $176.26 $3.17K - $3.53K
2.97K $506K
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 0.9%
$890.62 - $1076.86 $4.45K - $5.38K
550 $520K
NGG
National Grid PLC

Utilities
-69
- 1.84%
$56.13 - $65.61 $3.87K - $4.53K
3.69K $242K
HSBC
Hsbc Holdings PLC

Financial Services
-218
- 4.2%
$48.68 - $61.58 $10.6K - $13.4K
4.97K $285K
BSX
Boston Scientific Corp

Healthcare
-127
- 3.21%
$89.38 - $106.18 $11.4K - $13.5K
3.83K $386K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-166
- 10.47%
$442.66 - $534.52 $73.5K - $88.7K
1.42K $756K
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
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