Gitterman Wealth Management, LLC Portfolio Holdings by Sector
Gitterman Wealth Management, LLC
- $236 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VGIT GRID BIL IYW IVV IWF NUBD AGG 11 stocks |
$172,971
73.21% of portfolio
|
7
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$8,640
3.66% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT CHKP 2 stocks |
$5,014
2.12% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ LLY NVS ABBV MRK AMGN 6 stocks |
$3,870
1.64% of portfolio
|
6
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$3,228
1.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM CTSH INFY WIT 4 stocks |
$2,626
1.11% of portfolio
|
4
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$2,472
1.05% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE ED NGG 3 stocks |
$2,282
0.97% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
NOC AXON BA LMT 4 stocks |
$1,725
0.73% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA AXP V IX 4 stocks |
$1,720
0.73% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A HIG 3 stocks |
$1,712
0.72% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO 1 stocks |
$1,641
0.69% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI 2 stocks |
$1,576
0.67% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ SKM TEF 4 stocks |
$1,554
0.66% of portfolio
|
4
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
XYL PNR GGG 3 stocks |
$1,301
0.55% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
WFC JPM HSBC RY 4 stocks |
$1,235
0.52% of portfolio
|
4
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE PCAR LNN 3 stocks |
$1,143
0.48% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
AAON SWIM 2 stocks |
$1,142
0.48% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$1,042
0.44% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
CNM POOL 2 stocks |
$999
0.42% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AZO ORLY BBY LESL 4 stocks |
$986
0.42% of portfolio
|
4
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
STN TTEK GLDD 3 stocks |
$977
0.41% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK WTRG GWRS 3 stocks |
$967
0.41% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
SAP TYL NOW ADSK 4 stocks |
$929
0.39% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
KKR BK 2 stocks |
$888
0.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TSM 2 stocks |
$856
0.36% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$803
0.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
HPQ NTAP 2 stocks |
$755
0.32% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$730
0.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
WTFC MTB IBN 3 stocks |
$706
0.3% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
HLT IHG 2 stocks |
$634
0.27% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$570
0.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$569
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
BSX BIO 2 stocks |
$557
0.24% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$508
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$501
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Restaurants | Consumer Cyclical
MCD SBUX 2 stocks |
$499
0.21% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
SBAC EQIX 2 stocks |
$490
0.21% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI NDAQ 2 stocks |
$470
0.2% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
DECK 1 stocks |
$433
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$343
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
RPM 1 stocks |
$339
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
TSN 1 stocks |
$330
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RE 1 stocks |
$315
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS 1 stocks |
$298
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
ZWS 1 stocks |
$278
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
CIG 1 stocks |
$267
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
RDY 1 stocks |
$251
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
PSO 1 stocks |
$248
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
WTTR 1 stocks |
$238
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$226
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$220
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
RTO 1 stocks |
$217
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$215
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$209
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$203
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
FSV 1 stocks |
$200
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$158
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|