Gitterman Wealth Management, LLC Portfolio Holdings
Gitterman Wealth Management, LLC
- $369 Million
- Q2 2025
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.
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 339
- Current Value $369 Million
- Prior Value $325 Million
- Filing
- Period Q2 2025
- Filing Date August 12, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 220 stocks
- Additional Purchases 53 stocks
- Sold out of 0 stocks
- Reduced holdings in 57 stocks