Gitterman Wealth Management, LLC Portfolio Holdings

Gitterman Wealth Management, LLC

  • $369 Million
  • Q2 2025

Gitterman Wealth Management, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $369 Million distributed in 339 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Tre with a value of $82.9M, Vanguard Index Fds S&P 500 ETF with a value of $55.6M, Spdr Bloomberg 1 3 Month T Bil with a value of $37.2M, First Tr Nasdaq Clean Edge Sma with a value of $34.4M, and Invesco Exchange Traded Fd Tr with a value of $25.9M.

Examining the 13F form we can see an increase of $44.4M in the current position value, from $325M to 369M.

Below you can find more details about Gitterman Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $369 Million
ETFs: $292 Million
Technology: $21.2 Million
Industrials: $14.3 Million
Financial Services: $9.88 Million
Healthcare: $9.69 Million
Utilities: $6.18 Million
Communication Services: $5.32 Million
Consumer Cyclical: $4.83 Million
Other: $5.94 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$6.81 Million 1.85% of portfolio
33,206
Q2 2025 Added 2.73%
$3.95T
$5.59 Million 1.52% of portfolio
11,241
Q2 2025 Reduced 0.04%
$452B
$2.14 Million 0.58% of portfolio
14,005
Q2 2025 Reduced 0.06%
$141B
$1.88 Million 0.51% of portfolio
27,126
Q2 2025 Added 23.45%
$1.21T
$1.42 Million 0.39% of portfolio
8,085
Q2 2025 Reduced 4.78%
$112B
$1.18 Million 0.32% of portfolio
17,113
Q2 2025 Reduced 10.39%
$89.4B
$929,000 0.25% of portfolio
1,860
Q3 2024 Reduced 0.43%
$621B
$883,000 0.24% of portfolio
1,818
Q2 2025 Added 28.03%
$442B
$806,000 0.22% of portfolio
7,479
Q2 2025 Added 0.12%
$245B
$806,000 0.22% of portfolio
2,586
Q2 2025 Added 0.04%
$1.24T
$823,000 0.22% of portfolio
4,644
Q1 2025 Added 0.87%
$25.8B
$767,000 0.21% of portfolio
5,933
Q2 2025 Added 1.8%
$423B
$728,000 0.2% of portfolio
1
Q3 2022 Reduced 50.0%
$859B
$747,000 0.2% of portfolio
2,578
Q2 2025 Added 64.41%
$4.41B
$702,000 0.19% of portfolio
9,519
Q2 2025 Reduced 0.1%
$1.96B
$663,000 0.18% of portfolio
18,457
Q2 2025 Added 9.7%
$203B
$653,000 0.18% of portfolio
22,571
Q2 2025 Added 58.87%
$456B
$618,000 0.17% of portfolio
3,917
Q2 2025 Reduced 42.52%
$210B
$610,000 0.17% of portfolio
2,070
Q2 2025 Reduced 53.39%
$153B
$615,000 0.17% of portfolio
1,211
Q2 2025 Added 57.68%
$11.3B
$618,000 0.17% of portfolio
10,250
Q2 2025 Reduced 3.95%
$12.1B
$571,000 0.15% of portfolio
5,261
Q2 2025 Reduced 7.31%
$222B
$524,000 0.14% of portfolio
1,795
Q2 2025 Added 82.98%
$15.5B
$525,000 0.14% of portfolio
23,933
Q2 2025 Added 95.4%
$2.26T
$525,000 0.14% of portfolio
2,393
Q2 2025 Reduced 7.46%
$17.5B
$517,000 0.14% of portfolio
5,038
Q2 2025 Added 7.81%
$182B
$505,000 0.14% of portfolio
11,681
Q2 2025 New
$47.2B
$503,000 0.14% of portfolio
5,630
Q2 2025 Added 87.6%
$293B
$500,000 0.14% of portfolio
7,216
Q2 2025 Added 109.77%
$368B
$473,000 0.13% of portfolio
2,971
Q1 2025 Reduced 0.67%
$54.9B
$472,000 0.13% of portfolio
571
Q2 2025 Added 0.88%
$25.8B
$466,000 0.13% of portfolio
3,356
Q2 2025 Reduced 15.1%
$127B
$472,000 0.13% of portfolio
3,551
Q3 2023 New
$53.1B
$452,000 0.12% of portfolio
1,840
Q2 2025 New
$10.2B
$444,000 0.12% of portfolio
11,961
Q2 2025 Added 3.87%
$108B
$440,000 0.12% of portfolio
4,809
Q2 2025 Reduced 19.35%
$257B
$398,000 0.11% of portfolio
3,291
Q2 2025 Reduced 2.02%
$439B
$422,000 0.11% of portfolio
427
Q2 2025 Reduced 22.36%
$227B
$370,000 0.1% of portfolio
1,161
Q1 2025 Reduced 31.14%
$11.9B
$361,000 0.1% of portfolio
3,686
Q2 2025 New
$112B
$359,000 0.1% of portfolio
1,241
Q2 2025 New
$75.9B
$371,000 0.1% of portfolio
100
Q2 2025 New
$551B
$372,000 0.1% of portfolio
1,049
Q2 2025 Reduced 44.73%
$217B
$358,000 0.1% of portfolio
62
Q2 2025 New
$1.27T
$376,000 0.1% of portfolio
1,663
Q2 2025 Reduced 3.76%
$37.5B
$358,000 0.1% of portfolio
7,285
Q2 2025 New
$323B
$375,000 0.1% of portfolio
1,234
Q2 2025 Reduced 3.89%
$18.6B
$349,000 0.09% of portfolio
4,759
Q2 2025 New
$47.6B
$349,000 0.09% of portfolio
4,474
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 339
  • Current Value $369 Million
  • Prior Value $325 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 220 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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