Gitterman Wealth Management, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $325 Million distributed in 131 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Tre with a value of $81.4M, Vanguard Index Fds S&P 500 ETF with a value of $49M, Spdr Bloomberg 1 3 Month T Bil with a value of $37M, First Tr Nasdaq Clean Edge Sma with a value of $27.6M, and Invesco Exchange Traded Fd Tr with a value of $23.4M.
Examining the 13F form we can see an increase of $88.4M in the current position value, from $236M to 325M.
Below you can find more details about Gitterman Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$325 Million
ETFs: $269 Million
Technology: $15.8 Million
Healthcare: $8.78 Million
Industrials: $8.68 Million
Financial Services: $7.7 Million
Utilities: $4.73 Million
Communication Services: $3.11 Million
Consumer Cyclical: $2.99 Million
Other: $4.12 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
