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Size ($ in 1000's)
At 12/31/2023: $224,489 At 09/30/2023: $210,862
Gitterman Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Gitterman Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Gitterman Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Gitterman Wealth Management LLC.
In the Gitterman Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Gitterman Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Gitterman Wealth Management LLC top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
VANGUARD SCOTTSDALE FDS (VGSH) |
1,651,842 |
+27,218 |
$96,352 | VGSH | 1,651,842 | +27,218 | $96,352 | VANGUARD SCOTTSDALE FDS (VGIT) |
1,258,069 |
+18,717 |
$74,629 | VGIT | 1,258,069 | +18,717 | $74,629 | APPLE INC |
34,802 |
-469 |
$6,700 | AAPL | 34,802 | -469 | $6,700 | MICROSOFT CORP |
13,060 |
-28 |
$4,911 | MSFT | 13,060 | -28 | $4,911 | ISHARES TR (IVV) |
7,214 |
+5 |
$3,446 | IVV | 7,214 | +5 | $3,446 | JOHNSON & JOHNSON |
15,809 |
-835 |
$2,478 | JNJ | 15,809 | -835 | $2,478 | NOVO NORDISK A S |
23,088 |
UNCH |
$2,388 | NVO | 23,088 | UNCH | $2,388 | AAON INC |
27,000 |
UNCH |
$1,994 | AAON | 27,000 | UNCH | $1,994 | ALPHABET INC |
10,670 |
-2,795 |
$1,490 | GOOGL | 10,670 | -2,795 | $1,490 | UNITEDHEALTH GROUP INC |
2,577 |
UNCH |
$1,357 | UNH | 2,577 | UNCH | $1,357 | NUSHARES ETF TR (NUBD) |
59,233 |
+320 |
$1,319 | NUBD | 59,233 | +320 | $1,319 | INTERNATIONAL BUSINESS MACHS |
8,030 |
-138 |
$1,313 | IBM | 8,030 | -138 | $1,313 | BERKSHIRE HATHAWAY INC DEL |
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$1,177 | BRK.B | 1,779 | UNCH | $634 | BRK.A | 1 | UNCH | $543 | NEXTERA ENERGY INC |
16,466 |
+701 |
$1,000 | NEE | 16,466 | +701 | $1,000 | NORTHROP GRUMMAN CORP |
1,868 |
UNCH |
$874 | NOC | 1,868 | UNCH | $874 | ALPHABET INC |
5,720 |
-2,360 |
$806 | GOOG | 5,720 | -2,360 | $806 | HONEYWELL INTL INC |
3,172 |
UNCH |
$665 | HON | 3,172 | UNCH | $665 | MASTERCARD INCORPORATED |
1,391 |
-23 |
$594 | MA | 1,391 | -23 | $594 | AMERICAN EXPRESS CO |
3,021 |
-649 |
$566 | AXP | 3,021 | -649 | $566 | PENTAIR PLC |
7,464 |
+4,021 |
$543 | PNR | 7,464 | +4,021 | $543 | XYLEM INC |
4,552 |
+491 |
$521 | XYL | 4,552 | +491 | $521 | WATERS CORP |
1,560 |
+1,560 |
$514 | WAT | 1,560 | +1,560 | $514 | ADOBE INC |
838 |
+838 |
$500 | ADBE | 838 | +838 | $500 | ISHARES TR (IWF) |
1,647 |
UNCH |
$499 | IWF | 1,647 | UNCH | $499 | AON PLC |
1,582 |
+658 |
$461 | AON | 1,582 | +658 | $461 | SMITH A O CORP |
5,071 |
+5,071 |
$418 | AOS | 5,071 | +5,071 | $418 | PROCTER AND GAMBLE CO |
2,853 |
-94 |
$418 | PG | 2,853 | -94 | $418 | VERISK ANALYTICS INC |
1,747 |
-189 |
$418 | VRSK | 1,747 | -189 | $418 | NOVARTIS AG |
4,048 |
+1,757 |
$409 | NVS | 4,048 | +1,757 | $409 | MASCO CORP |
6,096 |
+6,096 |
$408 | MAS | 6,096 | +6,096 | $408 | NIKE INC |
3,727 |
+455 |
$405 | NKE | 3,727 | +455 | $405 | AMAZON COM INC |
2,662 |
UNCH |
$404 | AMZN | 2,662 | UNCH | $404 | PALO ALTO NETWORKS INC |
1,350 |
+1,350 |
$398 | PANW | 1,350 | +1,350 | $398 | COSTCO WHSL CORP NEW |
602 |
UNCH |
$397 | COST | 602 | UNCH | $397 | EXPEDIA GROUP INC |
2,558 |
+2,558 |
$388 | EXPE | 2,558 | +2,558 | $388 | JPMORGAN CHASE & CO |
2,213 |
-897 |
$376 | JPM | 2,213 | -897 | $376 | STARBUCKS CORP |
3,895 |
-300 |
$374 | SBUX | 3,895 | -300 | $374 | BOEING CO |
1,397 |
UNCH |
$364 | BA | 1,397 | UNCH | $364 | AGILENT TECHNOLOGIES INC |
2,588 |
+2,588 |
$360 | A | 2,588 | +2,588 | $360 | MARRIOTT INTL INC NEW |
1,564 |
+1,564 |
$353 | MAR | 1,564 | +1,564 | $353 | AMERICAN WTR WKS CO INC NEW |
2,619 |
+575 |
$346 | AWK | 2,619 | +575 | $346 | CORE & MAIN INC |
8,195 |
+8,195 |
$331 | CNM | 8,195 | +8,195 | $331 | DEERE & CO |
818 |
UNCH |
$327 | DE | 818 | UNCH | $327 | GRAINGER W W INC |
393 |
+393 |
$326 | GWW | 393 | +393 | $326 | LENNOX INTL INC |
694 |
+44 |
$311 | LII | 694 | +44 | $311 | INVESCO QQQ TR |
735 |
UNCH |
$301 | QQQ | 735 | UNCH | $301 | STANTEC INC |
3,756 |
-705 |
$301 | STN | 3,756 | -705 | $301 | AMPHENOL CORP NEW |
3,025 |
+46 |
$300 | APH | 3,025 | +46 | $300 | KKR & CO INC |
3,551 |
UNCH |
$294 | KKR | 3,551 | UNCH | $294 | ZOETIS INC |
1,479 |
+1,479 |
$292 | ZTS | 1,479 | +1,479 | $292 |
See Full List: All Stocks Held By Gitterman Wealth Management LLC
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Gitterman Wealth Management LLC
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