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 Market Cap. of $200 Billions or more
