Gitterman Wealth Management, LLC Portfolio Holdings

Gitterman Wealth Management, LLC

  • $374 Million
  • Q3 2025

Gitterman Wealth Management, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $374 Million distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Tre with a value of $84.1M, Vanguard Index Fds S&P 500 ETF with a value of $59.6M, Spdr Bloomberg 1 3 Month T Bil with a value of $39M, First Tr Nasdaq Clean Edge Sma with a value of $36.4M, and Spdr Gold Trust with a value of $27.8M.

Examining the 13F form we can see an increase of $4.81M in the current position value, from $369M to 374M.

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

Portfolio value $374 Million
ETFs: $306 Million
Technology: $21.4 Million
Industrials: $11.2 Million
Utilities: $9.01 Million
Financial Services: $6.55 Million
Healthcare: $5.72 Million
Communication Services: $5.44 Million
Consumer Cyclical: $3.33 Million
Other: $5.52 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$84.1 Million 22.5% of portfolio
1,401,122
Q3 2025 Added 1.11%
$0
$59.6 Million 15.94% of portfolio
97,320
Q3 2025 Reduced 0.58%
$0
$39 Million 10.43% of portfolio
424,957
Q3 2025 Added 4.78%
$0
$36.4 Million 9.75% of portfolio
241,144
Q3 2025 Reduced 2.44%
$130B
$27.8 Million 7.44% of portfolio
78,262
Q3 2025 Reduced 1.52%
$0
$26.6 Million 7.12% of portfolio
368,922
Q3 2025 Reduced 0.28%
$0
$17.5 Million 4.69% of portfolio
442,646
Q3 2025 Added 0.33%
$0
$5.31 Million 1.42% of portfolio
16,194
Q3 2025 Reduced 4.33%
$0
$4.92 Million 1.32% of portfolio
7,351
Q3 2025 Reduced 0.85%
$0
$988,000 0.26% of portfolio
2,111
Q1 2025 Added 21.88%
$0
$825,000 0.22% of portfolio
36,753
Q3 2025 Added 7.4%
$0
$476,000 0.13% of portfolio
794
Q4 2024 Reduced 10.99%
$0
$474,000 0.13% of portfolio
1,455
Q3 2025 Added 36.24%
$0
$283,000 0.08% of portfolio
4,697
Q3 2025 Reduced 0.82%
$0
$295,000 0.08% of portfolio
3,894
Q3 2025 Reduced 2.43%
$0
$266,000 0.07% of portfolio
865
Q2 2025 New
$0
$221,000 0.06% of portfolio
462
Q2 2025 New
$0
$203,000 0.05% of portfolio
1,431
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $374 Million
  • Prior Value $369 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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