Gitterman Wealth Management, LLC Portfolio Holdings
Gitterman Wealth Management, LLC
- $257 Million
- Q2 2024
Gitterman Wealth Management, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $257 Million distributed in 109 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $101M, Vanguard Intermediate Term Tre with a value of $52.1M, Spdr Bloomberg 1 3 Month T Bil with a value of $25.3M, First Tr Nasdaq Clean Edge Sma with a value of $20M, and Apple Inc. with a value of $7.41M.
Examining the 13F form we can see an increase of $894K in the current position value, from $256M to 257M.
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 Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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