Gitterman Wealth Management, LLC Portfolio Holdings

Gitterman Wealth Management, LLC

  • $325 Million
  • Q1 2025

Gitterman Wealth Management, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $325 Million distributed in 131 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Tre with a value of $81.4M, Vanguard Index Fds S&P 500 ETF with a value of $49M, Spdr Bloomberg 1 3 Month T Bil with a value of $37M, First Tr Nasdaq Clean Edge Sma with a value of $27.6M, and Invesco Exchange Traded Fd Tr with a value of $23.4M.

Examining the 13F form we can see an increase of $88.4M in the current position value, from $236M to 325M.

Below you can find more details about Gitterman Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $325 Million
ETFs: $269 Million
Technology: $15.8 Million
Healthcare: $8.78 Million
Industrials: $8.68 Million
Financial Services: $7.7 Million
Utilities: $4.73 Million
Communication Services: $3.11 Million
Consumer Cyclical: $2.99 Million
Other: $4.12 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$81.4 Million 25.07% of portfolio
1,370,356
Q1 2025 Reduced 23.58%
$0
$49 Million 15.11% of portfolio
95,426
Q1 2025 New
$0
$37 Million 11.39% of portfolio
403,025
Q1 2025 Added 48.19%
$0
$27.6 Million 8.51% of portfolio
244,088
Q1 2025 Added 6.84%
$0
$23.4 Million 7.22% of portfolio
363,423
Q1 2025 New
$107B
$22.8 Million 7.04% of portfolio
79,279
Q1 2025 New
$0
$15.7 Million 4.83% of portfolio
432,513
Q1 2025 New
$3.23T
$7.18 Million 2.21% of portfolio
32,323
Q1 2025 Reduced 6.32%
$0
$4.4 Million 1.35% of portfolio
15,999
Q1 2025 Added 43.62%
$3.56T
$4.22 Million 1.3% of portfolio
11,246
Q1 2025 Added 0.24%
$0
$4.13 Million 1.27% of portfolio
7,348
Q1 2025 Added 0.03%
$392B
$2.32 Million 0.72% of portfolio
14,014
Q1 2025 Reduced 15.56%
$141B
$1.56 Million 0.48% of portfolio
21,974
Q1 2025 Added 0.26%
$282B
$1.35 Million 0.42% of portfolio
2,585
Q1 2025 Added 0.19%
$167B
$1.33 Million 0.41% of portfolio
19,098
Q1 2025 Added 0.05%
$995B
$1.31 Million 0.4% of portfolio
8,491
Q1 2025 Added 0.65%
$76.6B
$952,000 0.29% of portfolio
1,860
Q3 2024 Reduced 0.43%
$478B
$888,000 0.27% of portfolio
7,470
Q4 2024 Added 0.2%
$438B
$798,000 0.25% of portfolio
1
Q3 2022 Reduced 50.0%
$0
$770,000 0.24% of portfolio
34,704
Q1 2025 Added 13.92%
$3.83B
$744,000 0.23% of portfolio
9,529
Q1 2025 Added 19.11%
$358B
$738,000 0.23% of portfolio
6,814
Q1 2025 Added 77.22%
$508B
$754,000 0.23% of portfolio
1,377
Q1 2025 Added 2.91%
$0
$762,000 0.23% of portfolio
2,111
Q1 2025 Added 21.88%
$631B
$756,000 0.23% of portfolio
1,420
Q1 2025 Reduced 10.47%
$1.02T
$725,000 0.22% of portfolio
4,644
Q1 2025 Added 0.87%
$22.4B
$696,000 0.21% of portfolio
5,828
Q1 2025 Added 9.2%
$554B
$665,000 0.2% of portfolio
1,898
Q1 2025 Added 91.91%
$35.8B
$640,000 0.2% of portfolio
5,794
Q1 2025 Added 5.88%
$0
$624,000 0.19% of portfolio
6,314
Q1 2025 Added 44.55%
$149B
$579,000 0.18% of portfolio
2,737
Q1 2025 Reduced 6.68%
$725B
$572,000 0.18% of portfolio
693
Q1 2025 Added 26.0%
$25.7B
$583,000 0.18% of portfolio
3,953
Q1 2025 Added 4.11%
$107B
$584,000 0.18% of portfolio
5,963
Q1 2025 Added 152.14%
$434B
$520,000 0.16% of portfolio
550
Q1 2025 Reduced 0.9%
$377B
$506,000 0.16% of portfolio
2,971
Q1 2025 Reduced 0.67%
$225B
$514,000 0.16% of portfolio
4,408
Q1 2025 Added 85.76%
$9.83B
$515,000 0.16% of portfolio
10,672
Q1 2025 Reduced 11.78%
$2.14T
$492,000 0.15% of portfolio
2,586
Q1 2025 Reduced 0.54%
$1.88B
$492,000 0.15% of portfolio
16,825
Q1 2025 Added 70.29%
$9.79B
$455,000 0.14% of portfolio
11,515
Q1 2025 Added 12.42%
$11.7B
$470,000 0.14% of portfolio
5,676
Q1 2025 Added 1.43%
$16B
$408,000 0.13% of portfolio
4,673
Q1 2025 Reduced 1.08%
$105B
$410,000 0.13% of portfolio
3,551
Q3 2023 New
$73.4B
$415,000 0.13% of portfolio
1,042
Q1 2025 Reduced 48.8%
$42.8B
$409,000 0.13% of portfolio
2,974
Q1 2025 New
$104B
$428,000 0.13% of portfolio
636
Q1 2025 New
$108B
$430,000 0.13% of portfolio
1,246
Q1 2025 New
$249B
$374,000 0.12% of portfolio
3,359
Q1 2025 Added 1.05%

Summary

  • Portfolio
  • No. of Stocks 131
  • Current Value $325 Million
  • Prior Value $236 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 34 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
Track This Portfolio

Track Gitterman Wealth Management, LLC Portfolio

Follow Gitterman Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gitterman Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gitterman Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email