Gitterman Wealth Management, LLC Portfolio Holdings by Sector
Gitterman Wealth Management, LLC
- $256 Million
- Q1 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VGSH VGIT BIL GRID IVV NUBD IWF QQQ 9 stocks |
$206,448
80.56% of portfolio
|
5
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6,129
2.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT CHKP 2 stocks |
$5,299
2.07% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ LLY NVS 3 stocks |
$2,866
1.12% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO REGN 2 stocks |
$2,781
1.09% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM IT CTSH CDW WIT 5 stocks |
$2,452
0.96% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI ELV CNC 4 stocks |
$2,280
0.89% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$2,259
0.88% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
NOC TDG AXON BA LMT 5 stocks |
$1,947
0.76% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
XYL GE PNR ROP 4 stocks |
$1,713
0.67% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V AXP 3 stocks |
$1,647
0.64% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
AAON LII TT SWIM 4 stocks |
$1,447
0.56% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$1,397
0.55% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW CNM POOL 3 stocks |
$1,371
0.53% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON BRO MMC 3 stocks |
$1,338
0.52% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$1,298
0.51% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
STN TTEK GLDD 3 stocks |
$941
0.37% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK WTRG 2 stocks |
$793
0.31% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST BJ 2 stocks |
$735
0.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
HLT IHG 2 stocks |
$653
0.25% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$630
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO TXN 2 stocks |
$612
0.24% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T TEF 2 stocks |
$601
0.23% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
SAP PTC 2 stocks |
$588
0.23% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX 2 stocks |
$546
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
HPQ NTAP 2 stocks |
$525
0.2% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL 1 stocks |
$501
0.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$480
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$462
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$439
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
WAT DHR 2 stocks |
$410
0.16% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
KKR 1 stocks |
$357
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PRMW 1 stocks |
$355
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX SIRI 2 stocks |
$340
0.13% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MKC 1 stocks |
$335
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$335
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$335
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$309
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$287
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PSA 1 stocks |
$259
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
CIG 1 stocks |
$258
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
SBAC 1 stocks |
$237
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$234
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Electronic Components | Technology
APH 1 stocks |
$230
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
WTFC 1 stocks |
$229
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
WTTR 1 stocks |
$206
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
RTO 1 stocks |
$204
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
PRM 1 stocks |
$173
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|