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.

Portfolio value $257 Million
ETFs: $205 Million
Technology: $16.9 Million
Healthcare: $9.13 Million
Industrials: $8.49 Million
Financial Services: $5.42 Million
Communication Services: $3.32 Million
Consumer Cyclical: $3.09 Million
Utilities: $2.72 Million
Other: $2.98 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.59B
$388,000 0.15% of portfolio
6,200
Q2 2024 New
$1.06B
$242,000 0.09% of portfolio
22,685
Q2 2024 Added 1.52%
$692M
$200,000 0.08% of portfolio
22,875
Q2 2024 Reduced 2.37%
$789M
$99,000 0.04% of portfolio
32,832
Q2 2024 Added 0.9%

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $257 Million
  • Prior Value $256 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 35 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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