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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.09T
$8.03 Million 3.38% of portfolio
34,469
Q3 2024 Reduced 2.09%
$3.25T
$5.09 Million 2.14% of portfolio
11,835
Q3 2024 Reduced 1.35%
$378B
$2.44 Million 1.03% of portfolio
15,043
Q1 2024 Reduced 4.85%
$200B
$1.74 Million 0.73% of portfolio
7,854
Q3 2024 Reduced 1.43%
$468B
$1.51 Million 0.63% of portfolio
2,577
Q3 2023 Reduced 0.62%
$1.14T
$1.47 Million 0.62% of portfolio
8,874
Q3 2024 Added 6.66%
$441B
$873,000 0.37% of portfolio
7,455
Q3 2024 New
$1.17T
$750,000 0.32% of portfolio
4,490
Q1 2024 Reduced 21.5%
$590B
$726,000 0.31% of portfolio
1,579
Q1 2024 Reduced 11.24%
$409B
$690,000 0.29% of portfolio
1
Q3 2022 Reduced 50.0%
$422B
$533,000 0.22% of portfolio
602
Q3 2023 Reduced 1.95%
$398B
$493,000 0.21% of portfolio
2,853
Q4 2023 Reduced 3.19%
$2.29T
$496,000 0.21% of portfolio
2,662
Q3 2023 Reduced 0.93%
$402B
$455,000 0.19% of portfolio
1,123
Q3 2024 Added 46.03%
$223B
$457,000 0.19% of portfolio
1,686
Q1 2024 Reduced 44.19%
$209B
$353,000 0.15% of portfolio
3,075
Q3 2024 Added 1.69%
$215B
$298,000 0.13% of portfolio
979
Q3 2024 Reduced 51.03%
$730B
$294,000 0.12% of portfolio
332
Q1 2024 New
$1.02T
$275,000 0.12% of portfolio
1,586
Q3 2024 Reduced 2.4%
$519B
$266,000 0.11% of portfolio
969
Q3 2024 Added 1.15%
$290B
$269,000 0.11% of portfolio
1,176
Q3 2024 Added 1.55%
$220B
$261,000 0.11% of portfolio
292
Q3 2024 Added 1.04%
$209B
$246,000 0.1% of portfolio
2,365
Q2 2024 New
$248B
$227,000 0.1% of portfolio
2,007
Q3 2024 Reduced 1.13%
$336B
$201,000 0.08% of portfolio
1,660
Q2 2024 New

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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