Gitterman Wealth Management, LLC Portfolio Holdings by Sector
Gitterman Wealth Management, LLC
- $325 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VGIT VOO BIL GRID PHO GLD HEFA IVV 15 stocks |
$264,364
81.43% of portfolio
|
13
|
1
|
7
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$7,179
2.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT CHKP ORCL 3 stocks |
$4,819
1.48% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4,397
1.35% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ LLY NVS BMY MRK 5 stocks |
$3,794
1.17% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE ED NGG 3 stocks |
$2,439
0.75% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$2,038
0.63% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V AXP IX 4 stocks |
$1,936
0.6% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK WTRG AWR SBS CWT GWRS 6 stocks |
$1,822
0.56% of portfolio
|
6
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
AAON CARR WMS FBHS SWIM 5 stocks |
$1,657
0.51% of portfolio
|
5
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM CTSH WIT 3 stocks |
$1,623
0.5% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$1,554
0.48% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
XYL PNR IR GGG 4 stocks |
$1,551
0.48% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$1,353
0.42% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO 1 stocks |
$1,326
0.41% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
NOC AXON 2 stocks |
$1,249
0.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM HSBC RY C 4 stocks |
$1,091
0.34% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
TTEK STN GLDD 3 stocks |
$1,072
0.33% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TSM 2 stocks |
$1,024
0.32% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX MCD 2 stocks |
$890
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$888
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS GS 2 stocks |
$884
0.27% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST TGT 2 stocks |
$840
0.26% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK CAH 2 stocks |
$837
0.26% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
CNM POOL 2 stocks |
$827
0.25% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T SKM TEF 3 stocks |
$827
0.25% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
WTFC RF IBN 3 stocks |
$712
0.22% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
PPG RPM 2 stocks |
$655
0.2% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON AJG 2 stocks |
$644
0.2% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
SAP TYL 2 stocks |
$587
0.18% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE LNN 2 stocks |
$584
0.18% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$579
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$506
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$492
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI NDAQ 2 stocks |
$473
0.15% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
SBAC EQIX 2 stocks |
$469
0.14% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
VTRS RDY 2 stocks |
$451
0.14% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$430
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
KKR 1 stocks |
$410
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
BSX 1 stocks |
$386
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$367
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
IP 1 stocks |
$359
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$354
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI 1 stocks |
$331
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$329
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
EXPE 1 stocks |
$297
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
CIG 1 stocks |
$266
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$263
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
ZWS 1 stocks |
$250
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
IHG 1 stocks |
$247
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
PSO 1 stocks |
$246
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
FSV 1 stocks |
$239
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$225
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$213
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$212
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$206
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$203
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
ORA 1 stocks |
$202
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
WTTR 1 stocks |
$153
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
LESL 1 stocks |
$18
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|