Sponsored

The Analysis of Gitterman Wealth Management, LLC's Holdings & P&L

Currently, Gitterman Wealth Management, LLC holds 128 types of securities in its portfolio with a total value $436.5M. In the most recent quarter, they have increased their positions in BIL (+19.4K shares, valued at $1.8M), MSFT (+2.0K shares, valued at $1.1M), VGIT (+15.4K shares, valued at $925.8K); decreased their positions in GRID (-6.0K shares, valued at $913.0K), GLD (-1.2K shares, valued at $429.4K), VOO (-566 shares, valued at $346.6K); initiated new positions in ORI (+7.3K shares, valued at $310.0K), ADI (+1.1K shares, valued at $279.6K), TFC (+5.1K shares, valued at $235.3K).

1M P&L

+26.9M+6.64%

3M P&L

+7.9M+1.86%

HY P&L

+16.1M+3.85%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A367.3M

84.2%

2Consumer Electronics9.2M

2.1%

3Software - Infrastructure7.6M

1.7%

Top Industries by Stock Count

1N/A24 stocks

18.8%

2Utilities - Regulated Water10 stocks

7.8%

3Building Products & Equipment4 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VGIT VANGUARD SCOTTSDALE FDS1.4M shares1.11%2025-09-302025-11-04

VOO VANGUARD INDEX FDS97.3K shares-0.58%2025-09-302025-11-04

QLTY 2023 ETF SERIES TRUST II1.6M shares-0.10%2025-09-302025-11-04

BIL SPDR SERIES TRUST425.0K shares4.78%2025-09-302025-11-04

GRID FIRST TR EXCHANGE TRADED FD241.1K shares-2.44%2025-09-302025-11-04

GLD SPDR GOLD TR78.3K shares-1.52%2025-09-302025-11-04

PHO INVESCO EXCHANGE TRADED FD T368.9K shares-0.28%2025-09-302025-11-04

HEFA ISHARES TR442.6K shares0.33%2025-09-302025-11-04

Sponsored

AAPL APPLE INC36.2K shares9.08%2025-09-302025-11-04

MSFT MICROSOFT CORP13.3K shares18.23%2025-09-302025-11-04

VTI VANGUARD INDEX FDS16.2K shares-4.33%2025-09-302025-11-04

IVV ISHARES TR7.4K shares-0.85%2025-09-302025-11-04

JNJ JOHNSON & JOHNSON13.9K shares-0.71%2025-09-302025-11-04

GOOGL ALPHABET INC9.8K shares20.75%2025-09-302025-11-04

NEE NEXTERA ENERGY INC28.9K shares6.60%2025-09-302025-11-04

NVDA NVIDIA CORPORATION8.2K shares109.70%2025-09-302025-11-04

Sponsored

GOOG ALPHABET INC6.0K shares29.74%2025-09-302025-11-04

NOC NORTHROP GRUMMAN CORP1.9K shares0.00%2025-09-302025-11-04

XOM EXXON MOBIL CORP9.9K shares31.77%2025-09-302025-11-04

AMZN AMAZON COM INC4.9K shares105.64%2025-09-302025-11-04

VLTO VERALTO CORP10.1K shares68.66%2025-09-302025-11-04

XYL XYLEM INC7.0K shares17.83%2025-09-302025-11-04

TTEK TETRA TECH INC NEW30.2K shares63.68%2025-09-302025-11-04

UNH UNITEDHEALTH GROUP INC2.9K shares12.49%2025-09-302025-11-04

Sponsored

IWF ISHARES TR2.1K shares0.00%2025-09-302025-11-04

WTRG ESSENTIAL UTILS INC23.9K shares100.09%2025-09-302025-11-04

SBS COMPANHIA DE SANEAMENTO BASI38.3K shares60.01%2025-09-302025-11-04

TBIL RBB FD INC18.6K shares13.39%2025-09-302025-11-04

AWK AMERICAN WTR WKS CO INC NEW6.6K shares96.51%2025-09-302025-11-04

NVO NOVO-NORDISK A S16.1K shares-5.84%2025-09-302025-11-04

PNR PENTAIR PLC7.9K shares56.03%2025-09-302025-11-04

AAON AAON INC9.1K shares-4.67%2025-09-302025-11-04

Sponsored

JPM JPMORGAN CHASE & CO.2.6K shares1.94%2025-09-302025-11-04

NUBD NUSHARES ETF TR36.8K shares7.40%2025-09-302025-11-04

HON HONEYWELL INTL INC3.8K shares31.74%2025-09-302025-11-04

IBM INTERNATIONAL BUSINESS MACHS2.7K shares30.10%2025-09-302025-11-04

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-11-04

STN STANTEC INC6.9K shares31.10%2025-09-302025-11-04

CNM CORE & MAIN INC13.4K shares31.11%2025-09-302025-11-04

BRK.B BERKSHIRE HATHAWAY INC DEL1.4K shares-22.00%2025-09-302025-11-04

Sponsored

FBTC FIDELITY WISE ORIGIN BITCOIN5.9K shares30.02%2025-09-302025-11-04

META META PLATFORMS INC791 shares469.06%2025-09-302025-11-04

PG PROCTER AND GAMBLE CO3.8K shares26.25%2025-09-302025-11-04

WMS ADVANCED DRAIN SYS INC DEL4.1K shares63.89%2025-09-302025-11-04

AVGO BROADCOM INC1.7K shares1250.40%2025-09-302025-11-04

SWIM LATHAM GROUP INC72.8K shares134.77%2025-09-302025-11-04

TSM TAIWAN SEMICONDUCTOR MFG LTD1.8K shares9.68%2025-09-302025-11-04

ED CONSOLIDATED EDISON INC5.0K shares125.18%2025-09-302025-11-04

Sponsored

HD HOME DEPOT INC1.2K shares147.37%2025-09-302025-11-04

QQQ INVESCO QQQ TR794 shares0.00%2025-09-302025-11-04

SMH VANECK ETF TRUST1.5K shares36.24%2025-09-302025-11-04

CWT CALIFORNIA WTR SVC GROUP10.3K shares131.02%2025-09-302025-11-04

J JACOBS SOLUTIONS INC3.1K shares14.78%2025-09-302025-11-04

WTTR SELECT WATER SOLUTIONS INC43.4K shares176.58%2025-09-302025-11-04

NVS NOVARTIS AG3.6K shares9.60%2025-09-302025-11-04

KKR KKR & CO INC3.6K shares0.00%2025-09-302025-11-04

Sponsored

HTO H2O AMERICA9.4K shares194.48%2025-09-302025-11-04

WMT WALMART INC4.2K shares228.62%2025-09-302025-11-04

DE DEERE & CO955 shares-21.14%2025-09-302025-11-04

TSLA TESLA INC971 shares729.91%2025-09-302025-11-04

VMC VULCAN MATLS CO1.4K shares159.92%2025-09-302025-11-04

AWR AMER STATES WTR CO5.6K shares116.77%2025-09-302025-11-04

AXP AMERICAN EXPRESS CO1.2K shares0.00%2025-09-302025-11-04

HSBC HSBC HLDGS PLC5.4K shares9.57%2025-09-302025-11-04

Sponsored

MS MORGAN STANLEY2.4K shares-2.03%2025-09-302025-11-04

GS GOLDMAN SACHS GROUP INC462 shares842.86%2025-09-302025-11-04

SAP SAP SE1.4K shares10.37%2025-09-302025-11-04

ORCL ORACLE CORP1.3K shares439.58%2025-09-302025-11-04

ORA ORMAT TECHNOLOGIES INC3.7K shares26.45%2025-09-302025-11-04

COST COSTCO WHSL CORP NEW378 shares-11.48%2025-09-302025-11-04

LNN LINDSAY CORP2.5K shares38.67%2025-09-302025-11-04

GE GE AEROSPACE1.2K shares192.17%2025-09-302025-11-04

Sponsored

VMI VALMONT INDS INC888 shares124.81%2025-09-302025-11-04

CIG CIA ENERGETICA DE MINAS GERA161.3K shares9.22%2025-09-302025-11-04

LLY ELI LILLY & CO436 shares30.15%2025-09-302025-11-04

CHKP CHECK POINT SOFTWARE TECH LT1.6K shares4.58%2025-09-302025-11-04

NGG NATIONAL GRID PLC4.5K shares28.91%2025-09-302025-11-04

FSV FIRSTSERVICE CORP NEW1.7K shares17.79%2025-09-302025-11-04

GWRS GLOBAL WTR RES INC31.6K shares181.50%2025-09-302025-11-04

PEP PEPSICO INC2.3K shares137.54%2025-09-302025-11-04

Sponsored

ORI OLD REP INTL CORP7.3K sharesnew addition2025-09-302025-11-04

FIX COMFORT SYS USA INC375 shares93.30%2025-09-302025-11-04

SBAC SBA COMMUNICATIONS CORP NEW1.6K shares34.32%2025-09-302025-11-04

RY ROYAL BK CDA2.1K shares9.63%2025-09-302025-11-04

VZ VERIZON COMMUNICATIONS INC6.9K shares-41.08%2025-09-302025-11-04

MCD MCDONALDS CORP979 shares-45.46%2025-09-302025-11-04

CIBR FIRST TR EXCHANGE TRADED FD3.9K shares-2.43%2025-09-302025-11-04

CWCO CONSOLIDATED WATER CO INC8.3K shares126.95%2025-09-302025-11-04

Sponsored

IHG INTERCONTINENTAL HOTELS GROU2.4K shares10.10%2025-09-302025-11-04

KB KB FINL GROUP INC3.5K shares9.13%2025-09-302025-11-04

MA MASTERCARD INCORPORATED507 shares-10.90%2025-09-302025-11-04

V VISA INC841 shares-19.83%2025-09-302025-11-04

URNM SPROTT FDS TR4.7K shares-0.82%2025-09-302025-11-04

ADI ANALOG DEVICES INC1.1K sharesnew addition2025-09-302025-11-04

AMT AMERICAN TOWER CORP NEW1.4K shares48.45%2025-09-302025-11-04

EQIX EQUINIX INC352 shares34.87%2025-09-302025-11-04

Sponsored

MAS MASCO CORP3.9K shares126.10%2025-09-302025-11-04

VV VANGUARD INDEX FDS865 shares0.00%2025-09-302025-11-04

MOD MODINE MFG CO1.8K shares-21.65%2025-09-302025-11-04

SKM SK TELECOM CO LTD12.0K shares10.69%2025-09-302025-11-04

IEFA ISHARES TR3.0K shares-11.77%2025-09-302025-11-04

YORW YORK WTR CO8.4K shares120.52%2025-09-302025-11-04

GEV GE VERNOVA INC414 shares322.45%2025-09-302025-11-04

UBER UBER TECHNOLOGIES INC2.5K shares0.00%2025-09-302025-11-04

Sponsored

RDY DR REDDYS LABS LTD17.5K shares10.58%2025-09-302025-11-04

LEN LENNAR CORP1.9K shares763.06%2025-09-302025-11-04

ECL ECOLAB INC878 shares79.92%2025-09-302025-11-04

BG BUNGE GLOBAL SA3.0K shares24.94%2025-09-302025-11-04

AOS SMITH A O CORP3.2K shares127.25%2025-09-302025-11-04

TFC TRUIST FINL CORP5.1K sharesnew addition2025-09-302025-11-04

ROL ROLLINS INC4.0K shares8.48%2025-09-302025-11-04

PSO PEARSON PLC16.4K shares8.57%2025-09-302025-11-04

Sponsored

IR INGERSOLL RAND INC2.8K shares5766.67%2025-09-302025-11-04

ARTNA ARTESIAN RES CORP7.1K shares122.04%2025-09-302025-11-04

PRM PERIMETER SOLUTIONS INC10.3K shares-20.94%2025-09-302025-11-04

TEF TELEFONICA S A44.5K shares9.24%2025-09-302025-11-04

CVX CHEVRON CORP NEW1.4K sharesnew addition2025-09-302025-11-04

AON AON PLC622 shares0.00%2025-09-302025-11-04

VUG VANGUARD INDEX FDS462 shares0.00%2025-09-302025-11-04

LMT LOCKHEED MARTIN CORP442 shares0.00%2025-09-302025-11-04

Sponsored

CSCO CISCO SYS INC3.2K shares-55.34%2025-09-302025-11-04

AXON AXON ENTERPRISE INC307 shares-46.23%2025-09-302025-11-04

SHG SHINHAN FINANCIAL GROUP CO L4.2K shares9.02%2025-09-302025-11-04

COF CAPITAL ONE FINL CORP987 shares255.04%2025-09-302025-11-04

DVY ISHARES TR1.4K shares0.00%2025-09-302025-11-04

DHR DANAHER CORPORATION1.0K shares-6.77%2025-09-302025-11-04

PM PHILIP MORRIS INTL INC1.2K shares0.00%2025-09-302025-11-04

WIT WIPRO LTD53.6K shares5.61%2025-09-302025-11-04

Sponsored

VGIT

VANGUARD SCOTTSDALE FDS

1.11%

Shares1.4M

Event2025-09-30

Filed2025-11-04

VOO

VANGUARD INDEX FDS

-0.58%

Shares97.3K

Event2025-09-30

Filed2025-11-04

QLTY

2023 ETF SERIES TRUST II

-0.10%

Shares1.6M

Event2025-09-30

Filed2025-11-04

BIL

SPDR SERIES TRUST

4.78%

Shares425.0K

Event2025-09-30

Filed2025-11-04

GRID

FIRST TR EXCHANGE TRADED FD

-2.44%

Shares241.1K

Event2025-09-30

Filed2025-11-04

GLD

SPDR GOLD TR

-1.52%

Shares78.3K

Event2025-09-30

Filed2025-11-04

PHO

INVESCO EXCHANGE TRADED FD T

-0.28%

Shares368.9K

Event2025-09-30

Filed2025-11-04

HEFA

ISHARES TR

0.33%

Shares442.6K

Event2025-09-30

Filed2025-11-04

AAPL

APPLE INC

9.08%

Shares36.2K

Event2025-09-30

Filed2025-11-04

MSFT

MICROSOFT CORP

18.23%

Shares13.3K

Event2025-09-30

Filed2025-11-04

VTI

VANGUARD INDEX FDS

-4.33%

Shares16.2K

Event2025-09-30

Filed2025-11-04

IVV

ISHARES TR

-0.85%

Shares7.4K

Event2025-09-30

Filed2025-11-04

JNJ

JOHNSON & JOHNSON

-0.71%

Shares13.9K

Event2025-09-30

Filed2025-11-04

GOOGL

ALPHABET INC

20.75%

Shares9.8K

Event2025-09-30

Filed2025-11-04

NEE

NEXTERA ENERGY INC

6.60%

Shares28.9K

Event2025-09-30

Filed2025-11-04

NVDA

NVIDIA CORPORATION

109.70%

Shares8.2K

Event2025-09-30

Filed2025-11-04

GOOG

ALPHABET INC

29.74%

Shares6.0K

Event2025-09-30

Filed2025-11-04

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares1.9K

Event2025-09-30

Filed2025-11-04

XOM

EXXON MOBIL CORP

31.77%

Shares9.9K

Event2025-09-30

Filed2025-11-04

AMZN

AMAZON COM INC

105.64%

Shares4.9K

Event2025-09-30

Filed2025-11-04

VLTO

VERALTO CORP

68.66%

Shares10.1K

Event2025-09-30

Filed2025-11-04

XYL

XYLEM INC

17.83%

Shares7.0K

Event2025-09-30

Filed2025-11-04

TTEK

TETRA TECH INC NEW

63.68%

Shares30.2K

Event2025-09-30

Filed2025-11-04

UNH

UNITEDHEALTH GROUP INC

12.49%

Shares2.9K

Event2025-09-30

Filed2025-11-04

IWF

ISHARES TR

0.00%

Shares2.1K

Event2025-09-30

Filed2025-11-04

WTRG

ESSENTIAL UTILS INC

100.09%

Shares23.9K

Event2025-09-30

Filed2025-11-04

SBS

COMPANHIA DE SANEAMENTO BASI

60.01%

Shares38.3K

Event2025-09-30

Filed2025-11-04

TBIL

RBB FD INC

13.39%

Shares18.6K

Event2025-09-30

Filed2025-11-04

AWK

AMERICAN WTR WKS CO INC NEW

96.51%

Shares6.6K

Event2025-09-30

Filed2025-11-04

NVO

NOVO-NORDISK A S

-5.84%

Shares16.1K

Event2025-09-30

Filed2025-11-04

PNR

PENTAIR PLC

56.03%

Shares7.9K

Event2025-09-30

Filed2025-11-04

AAON

AAON INC

-4.67%

Shares9.1K

Event2025-09-30

Filed2025-11-04

JPM

JPMORGAN CHASE & CO.

1.94%

Shares2.6K

Event2025-09-30

Filed2025-11-04

NUBD

NUSHARES ETF TR

7.40%

Shares36.8K

Event2025-09-30

Filed2025-11-04

HON

HONEYWELL INTL INC

31.74%

Shares3.8K

Event2025-09-30

Filed2025-11-04

IBM

INTERNATIONAL BUSINESS MACHS

30.10%

Shares2.7K

Event2025-09-30

Filed2025-11-04

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2025-09-30

Filed2025-11-04

STN

STANTEC INC

31.10%

Shares6.9K

Event2025-09-30

Filed2025-11-04

CNM

CORE & MAIN INC

31.11%

Shares13.4K

Event2025-09-30

Filed2025-11-04

BRK.B

BERKSHIRE HATHAWAY INC DEL

-22.00%

Shares1.4K

Event2025-09-30

Filed2025-11-04

FBTC

FIDELITY WISE ORIGIN BITCOIN

30.02%

Shares5.9K

Event2025-09-30

Filed2025-11-04