Gitterman Wealth Management, LLC Portfolio Holdings

Gitterman Wealth Management, LLC

  • $325 Million
  • Q1 2025

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$251M
$115,000 0.04% of portfolio
11,190
Q1 2025 Added 4.4%
$89.7M
$18,000 0.01% of portfolio
24,336
Q1 2025 Added 32.91%

Summary

  • Portfolio
  • No. of Stocks 131
  • Current Value $325 Million
  • Prior Value $236 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 34 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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