Gitterman Wealth Management, LLC Portfolio Holdings

Gitterman Wealth Management, LLC

  • $238 Million
  • Q3 2024

Gitterman Wealth Management, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $238 Million distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Tre with a value of $108M, First Tr Nasdaq Clean Edge Sma with a value of $28.9M, Spdr Bloomberg 1 3 Month T Bil with a value of $25M, Ishares Dj Us Tech ETF with a value of $9.38M, and Apple Inc. with a value of $8.03M.

Examining the 13F form we can see an decrease of $19.5M in the current position value, from $257M to 238M.

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

Portfolio value $238 Million
ETFs: $179 Million
Technology: $18.4 Million
Industrials: $10.3 Million
Healthcare: $9.07 Million
Financial Services: $7.02 Million
Utilities: $3.39 Million
Communication Services: $3.11 Million
Consumer Cyclical: $2.95 Million
Other: $4.71 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$108 Million 45.32% of portfolio
1,783,045
Q3 2024 Added 99.17%
$0
$28.9 Million 12.17% of portfolio
227,335
Q3 2024 Added 31.43%
$0
$25 Million 10.5% of portfolio
271,920
Q3 2024 Reduced 1.26%
$0
$9.38 Million 3.95% of portfolio
61,874
Q3 2024 New
$0
$4.24 Million 1.78% of portfolio
7,344
Q3 2024 Added 1.76%
$0
$1.48 Million 0.62% of portfolio
5,234
Q3 2024 New
$0
$689,000 0.29% of portfolio
30,353
Q3 2024 Added 0.13%
$0
$650,000 0.27% of portfolio
1,732
Q2 2024 Added 5.16%
$0
$435,000 0.18% of portfolio
892
Q3 2024 Reduced 1.65%
$0
$276,000 0.12% of portfolio
4,688
Q3 2024 Reduced 99.73%

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $238 Million
  • Prior Value $257 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 41 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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