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 Market Cap. of $200 Billions or more
