Gitterman Wealth Management, LLC Portfolio Holdings by Sector
Gitterman Wealth Management, LLC
- $369 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VGIT VOO BIL GRID PHO GLD HEFA IVV 26 stocks |
$286,507
77.64% of portfolio
|
22
|
1
|
11
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6,812
1.85% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT CHKP VRSN FFIV ADBE WEX IOT ORCL 9 stocks |
$6,725
1.82% of portfolio
|
6
|
3
|
6
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$5,144
1.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ NVS MRK LLY BMY GILD ABBV AMGN 9 stocks |
$3,686
1.0% of portfolio
|
6
|
3
|
4
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE PCG NGG ED EXC PEG EIX 7 stocks |
$3,112
0.84% of portfolio
|
5
|
2
|
4
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
ADSK SAP TYL UBER NOW GWRE CDNS INTU 15 stocks |
$2,756
0.75% of portfolio
|
14
|
1
|
13
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
SBS AWK WTRG CWT AWR SJW YORW GWRS 11 stocks |
$2,537
0.69% of portfolio
|
9
|
2
|
5
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$2,349
0.64% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
XYL PNR GGG ROK GTLS GE AOS FELE 10 stocks |
$2,160
0.59% of portfolio
|
8
|
2
|
6
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ SKM CHTR TMUS TEF CMCSA 7 stocks |
$2,140
0.58% of portfolio
|
5
|
2
|
4
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
NOC AXON WWD LMT BA RTX 6 stocks |
$2,068
0.56% of portfolio
|
5
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
AAON CARR WMS SWIM TT MAS CSL TREX 9 stocks |
$2,067
0.56% of portfolio
|
7
|
2
|
4
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TSM TXN SLAB MPWR POWI AVGO QCOM 8 stocks |
$1,747
0.47% of portfolio
|
6
|
2
|
6
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$1,611
0.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
TTEK STN ACM FIX GLDD 5 stocks |
$1,541
0.42% of portfolio
|
3
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM HSBC RY BAC C WFC 6 stocks |
$1,485
0.4% of portfolio
|
3
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO TECH VCEL 3 stocks |
$1,381
0.37% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
WTFC KB MTB PNC CBU SHG RF FITB 8 stocks |
$1,297
0.35% of portfolio
|
7
|
1
|
6
|
- |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
CNM POOL FAST WSO 4 stocks |
$1,263
0.34% of portfolio
|
2
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
EW SYK BSX BIO ABT STE 6 stocks |
$1,231
0.33% of portfolio
|
5
|
1
|
5
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP MA COF IX 5 stocks |
$1,162
0.31% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM INFY GIB WIT ACN KD 6 stocks |
$1,124
0.3% of portfolio
|
4
|
2
|
4
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CB WRB PGR PLMR ALL 5 stocks |
$1,065
0.29% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE LNN CAT 3 stocks |
$1,010
0.27% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX 2 stocks |
$964
0.26% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL UAL LUV 3 stocks |
$885
0.24% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI JNPR 3 stocks |
$876
0.24% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON VMI MMM 3 stocks |
$861
0.23% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS 2 stocks |
$808
0.22% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$806
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
SBAC AMT EQIX HASI LAND 5 stocks |
$800
0.22% of portfolio
|
4
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS RJF JEF GS 4 stocks |
$754
0.2% of portfolio
|
2
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
JHX TGLS MLM VMC EXP 5 stocks |
$746
0.2% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
NDAQ MCO SPGI 3 stocks |
$735
0.2% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AZO ORLY GPC ULTA 4 stocks |
$703
0.19% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG ATR WST ICUI AZTA 5 stocks |
$680
0.18% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IDXX DHR PKI TMO MTD 5 stocks |
$679
0.18% of portfolio
|
5
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
HUBB NVT VRT 3 stocks |
$631
0.17% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
KKR AMP CION 3 stocks |
$626
0.17% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA 2 stocks |
$619
0.17% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$548
0.15% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM MEG CLH 3 stocks |
$527
0.14% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
CAH MCK ABC 3 stocks |
$525
0.14% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
GL MFC MET 3 stocks |
$489
0.13% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK EFX FCN 3 stocks |
$478
0.13% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CLX 2 stocks |
$474
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
SJM GIS K 3 stocks |
$435
0.12% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON BRO 2 stocks |
$420
0.11% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
ESE BMI CGNX GRMN 4 stocks |
$387
0.1% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$384
0.1% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
NTAP HPQ 2 stocks |
$372
0.1% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
RDY LNTH HLN VTRS 4 stocks |
$366
0.1% of portfolio
|
2
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
F TSLA GM 3 stocks |
$362
0.1% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG RCL 2 stocks |
$358
0.1% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
ROL SCI 2 stocks |
$332
0.09% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS WBD 3 stocks |
$314
0.09% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
CIG 1 stocks |
$289
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
EA TTWO 2 stocks |
$288
0.08% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL RPM SHW EMN 4 stocks |
$268
0.07% of portfolio
|
3
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
FSV 1 stocks |
$254
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
IHG 1 stocks |
$253
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS MMS 2 stocks |
$251
0.07% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
WTTR CHX 2 stocks |
$244
0.07% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
ORA 1 stocks |
$244
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
MAA IRT 2 stocks |
$234
0.06% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX ROST 2 stocks |
$232
0.06% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$231
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
MOD 1 stocks |
$231
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$228
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Publishing | Communication Services
PSO 1 stocks |
$226
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$225
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
IP 1 stocks |
$219
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$190
0.05% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RGA 1 stocks |
$170
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
LFUS 1 stocks |
$162
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Solar | Technology
FSLR ENPH ARRY 3 stocks |
$162
0.04% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
NTR 1 stocks |
$151
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Lumber & Wood Production | Basic Materials
SSD 1 stocks |
$138
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$126
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
TER 1 stocks |
$122
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
NVR LEN DHI 3 stocks |
$113
0.03% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
ZWS 1 stocks |
$112
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$105
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$105
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
BC 1 stocks |
$94
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
ARE 1 stocks |
$72
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ENB 1 stocks |
$71
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
AIZ 1 stocks |
$65
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
SFM 1 stocks |
$59
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$53
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$33
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
IVT 1 stocks |
$30
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX 1 stocks |
$26
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
WAB 1 stocks |
$3
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
ATO 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|