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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$82.9 Million 22.46% of portfolio
1,385,699
Q2 2025 Added 1.12%
$0
$55.6 Million 15.07% of portfolio
97,886
Q2 2025 Added 2.58%
$0
$37.2 Million 10.08% of portfolio
405,565
Q2 2025 Added 0.63%
$0
$34.4 Million 9.31% of portfolio
247,187
Q2 2025 Added 1.27%
$0
$25.9 Million 7.01% of portfolio
369,969
Q2 2025 Added 1.8%
$106B
$24.2 Million 6.56% of portfolio
79,470
Q2 2025 Added 0.24%
$0
$16.7 Million 4.54% of portfolio
441,172
Q2 2025 Added 2.0%
$0
$5.14 Million 1.39% of portfolio
16,927
Q2 2025 Added 5.8%
$0
$4.6 Million 1.25% of portfolio
7,414
Q2 2025 Added 0.9%
$0
$896,000 0.24% of portfolio
2,111
Q1 2025 Added 21.88%
$0
$761,000 0.21% of portfolio
34,221
Q2 2025 Reduced 1.39%
$0
$694,000 0.19% of portfolio
7,004
Q2 2025 Added 10.93%
$0
$438,000 0.12% of portfolio
794
Q4 2024 Reduced 10.99%
$0
$301,000 0.08% of portfolio
3,991
Q2 2025 Added 5.14%
$0
$279,000 0.08% of portfolio
3,347
Q1 2025 New
$0
$297,000 0.08% of portfolio
1,068
Q2 2025 Added 7.99%
$0
$226,000 0.06% of portfolio
4,736
Q2 2025 New
$0
$202,000 0.05% of portfolio
462
Q2 2025 New
$0
$190,000 0.05% of portfolio
1,431
Q2 2025 New
$0
$153,000 0.04% of portfolio
2,862
Q2 2025 New
$0
$107,000 0.03% of portfolio
499
Q2 2025 New
$0
$78,000 0.02% of portfolio
720
Q2 2025 New
$0
$50,000 0.01% of portfolio
214
Q2 2025 New
$0
$44,000 0.01% of portfolio
245
Q2 2025 New
$0
$39,000 0.01% of portfolio
201
Q2 2025 New
$0
$24,000 0.01% of portfolio
140
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
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