The Analysis of Gitterman Wealth Management, LLC's Holdings
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). Stock Holdings
TickerCompany NameSharesShares âŗ%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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available