Holdings Channel
EntityShares/Amount
Change
Position Value
Change
BIL +277,207+$25,447
GRID +180,971+$20,742
TBIL +21,271+$1,064
AFL +5,840+$501
GE +2,811+$493
SNA +1,484+$440
T +24,919+$439
AVGO +306+$406
TDG +315+$388
BRO +4,371+$383
EntityShares/Amount
Change
Position Value
Change
ADBE -838-$500
VRSK -1,747-$418
AOS -5,071-$418
MAS -6,096-$408
PANW -1,350-$398
EXPE -2,558-$388
A -2,588-$360
MAR -1,564-$353
ZTS -1,479-$292
PYPL -4,725-$290
EntityShares/Amount
Change
Position Value
Change
VGSH +105,079+$5,672
GLDD +9,474+$98
SWIM +8,441+$66
CIG +6,013+$30
NEE +5,407+$398
PRMW +4,636+$132
WTTR +3,727+$65
PRM +3,195+$80
WTRG +2,282+$83
TEF +1,776+$26
EntityShares/Amount
Change
Position Value
Change
VGIT -359,181-$21,999
NUBD -27,618-$624
AAON -18,000-$1,201
SIRI -5,935-$84
PNR -4,027-$249
NVO -4,000+$63
NVS -1,674-$179
AXP -1,335-$182
GOOG -1,230-$122
Size ($ in 1000's)
At 03/31/2024: $257,967
At 12/31/2023: $224,489

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

All Stocks Held By Gitterman Wealth Management LLC
As of  03/31/2024, we find all stocks held by Gitterman Wealth Management LLC to be as follows, presented in the table below with each row detailing each Gitterman Wealth Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Gitterman Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Gitterman Wealth Management LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
VANGUARD SCOTTSDALE FDS (VGSH) 1,756,921 +105,079 $102,024
     VGSH1,756,921+105,079$102,024
VANGUARD SCOTTSDALE FDS (VGIT) 898,888 -359,181 $52,630
     VGIT898,888-359,181$52,630
SPDR SER TR (BIL) 277,207 +277,207 $25,447
     BIL277,207+277,207$25,447
FIRST TR EXCHANGE TRADED FD (GRID) 180,971 +180,971 $20,742
     GRID180,971+180,971$20,742
APPLE INC 35,747 +945 $6,130
     AAPL35,747+945$6,130
MICROSOFT CORP 12,020 -1,040 $5,058
     MSFT12,020-1,040$5,058
ISHARES TR (IVV) 7,216 +2 $3,793
     IVV7,216+2$3,793
NOVO NORDISK A S 19,088 -4,000 $2,451
     NVO19,088-4,000$2,451
JOHNSON & JOHNSON 15,043 -766 $2,380
     JNJ15,043-766$2,380
ALPHABET INC 10,442 -228 $1,576
     GOOGL10,442-228$1,576
INTERNATIONAL BUSINESS MACHS 7,967 -63 $1,521
     IBM7,967-63$1,521
NEXTERA ENERGY INC 21,873 +5,407 $1,398
     NEE21,873+5,407$1,398
BERKSHIRE HATHAWAY INC DEL      $1,298
     BRK.B1,579-200$664
     BRK.A1UNCH$634
UNITEDHEALTH GROUP INC 2,577 UNCH $1,275
     UNH2,577UNCH$1,275
RBB FD INC 21,271 +21,271 $1,064
     TBIL21,271+21,271$1,064
NORTHROP GRUMMAN CORP 1,868 UNCH $894
     NOC1,868UNCH$894
AAON INC 9,000 -18,000 $793
     AAON9,000-18,000$793
MASTERCARD INCORPORATED 1,467 +76 $707
     MA1,467+76$707
NUSHARES ETF TR (NUBD) 31,615 -27,618 $695
     NUBD31,615-27,618$695
XYLEM INC 5,299 +747 $685
     XYL5,299+747$685
ALPHABET INC 4,490 -1,230 $684
     GOOG4,490-1,230$684
AON PLC 2,008 +426 $670
     AON2,008+426$670
GRAINGER W W INC 642 +249 $653
     GWW642+249$653
HONEYWELL INTL INC 3,072 -100 $631
     HON3,072-100$631
VISA INC 2,001 +1,167 $559
     V2,001+1,167$559
ISHARES TR (IWF) 1,647 UNCH $555
     IWF1,647UNCH$555
AFLAC INC 5,840 +5,840 $501
     AFL5,840+5,840$501
GENERAL ELECTRIC CO 2,811 +2,811 $493
     GE2,811+2,811$493
AMAZON COM INC 2,662 UNCH $480
     AMZN2,662UNCH$480
CORE & MAIN INC 8,185 -10 $469
     CNM8,185-10$469
PROCTER AND GAMBLE CO 2,853 UNCH $463
     PG2,853UNCH$463
AMERICAN WTR WKS CO INC NEW 3,725 +1,106 $455
     AWK3,725+1,106$455
COSTCO WHSL CORP NEW 602 UNCH $441
     COST602UNCH$441
SNAP ON INC 1,484 +1,484 $440
     SNA1,484+1,484$440
AT&T INC 24,919 +24,919 $439
     T24,919+24,919$439
BROADCOM INC 306 +306 $406
     AVGO306+306$406
TRANSDIGM GROUP INC 315 +315 $388
     TDG315+315$388
AMERICAN EXPRESS CO 1,686 -1,335 $384
     AXP1,686-1,335$384
BROWN & BROWN INC 4,371 +4,371 $383
     BRO4,371+4,371$383
STANTEC INC 4,464 +708 $371
     STN4,464+708$371
TETRA TECH INC NEW 1,986 +327 $367
     TTEK1,986+327$367
THE CIGNA GROUP 1,002 +106 $364
     CI1,002+106$364
KKR & CO INC 3,551 UNCH $357
     KKR3,551UNCH$357
PRIMO WATER CORPORATION 19,529 +4,636 $356
     PRMW19,529+4,636$356
HILTON WORLDWIDE HLDGS INC 1,642 +1,642 $350
     HLT1,642+1,642$350
ESSENTIAL UTILS INC 9,146 +2,282 $339
     WTRG9,146+2,282$339
DEERE & CO 818 UNCH $336
     DE818UNCH$336
ELEVANCE HEALTH INC 648 +648 $336
     ELV648+648$336
MCCORMICK & CO INC 4,373 +4,373 $336
     MKC4,373+4,373$336
NIKE INC 3,567 -160 $335
     NKE3,567-160$335
INVESCO QQQ TR 750 +15 $333
     QQQ750+15$333
REGENERON PHARMACEUTICALS 344 +41 $331
     REGN344+41$331
SAP SE 1,609 +66 $314
     SAP1,609+66$314
JPMORGAN CHASE & CO 1,547 -666 $310
     JPM1,547-666$310
CENTENE CORP DEL 3,914 +3,914 $307
     CNC3,914+3,914$307
HP INC 10,163 +10,163 $307
     HPQ10,163+10,163$307
INTERCONTINENTAL HOTELS GROU 2,873 +113 $304
     IHG2,873+113$304
JACOBS SOLUTIONS INC 1,946 +1,946 $299
     J1,946+1,946$299
BJS WHSL CLUB HLDGS INC 3,896 -26 $295
     BJ3,896-26$295
PENTAIR PLC 3,437 -4,027 $294
     PNR3,437-4,027$294
AUTOMATIC DATA PROCESSING IN 1,152 +25 $288
     ADP1,152+25$288
MARSH & MCLENNAN COS INC 1,393 +1,393 $287
     MMC1,393+1,393$287
GARTNER INC 588 +10 $280
     IT588+10$280
VERALTO CORP 3,148 +535 $279
     VLTO3,148+535$279
LENNOX INTL INC 568 -126 $278
     LII568-126$278
MCDONALDS CORP 979 UNCH $276
     MCD979UNCH$276
PTC INC 1,459 +75 $276
     PTC1,459+75$276
STARBUCKS CORP 2,960 -935 $271
     SBUX2,960-935$271
COGNIZANT TECHNOLOGY SOLUTIO 3,616 +3,616 $265
     CTSH3,616+3,616$265
PUBLIC STORAGE 895 +895 $260
     PSA895+895$260
CIA ENERGETICA DE MINAS GERA 104,821 +6,013 $259
     CIG104,821+6,013$259
ELI LILLY & CO 332 +332 $258
     LLY332+332$258
AXON ENTERPRISE INC 813 +813 $254
     AXON813+813$254
CDW CORP 987 -4 $253
     CDW987-4$253
POOL CORP 621 +52 $251
     POOL621+52$251
TRANE TECHNOLOGIES PLC 834 -19 $250
     TT834-19$250
ROPER TECHNOLOGIES INC 435 +7 $244
     ROP435+7$244
CHECK POINT SOFTWARE TECH LT 1,476 +26 $242
     CHKP1,476+26$242
SBA COMMUNICATIONS CORP NEW 1,095 +1,095 $238
     SBAC1,095+1,095$238
ELECTRONIC ARTS INC 1,765 -1 $234
     EA1,765-1$234
ISHARES TR (IEFA) 3,132 UNCH $232
     IEFA3,132UNCH$232
AMPHENOL CORP NEW 1,995 -1,030 $230
     APH1,995-1,030$230
NOVARTIS AG 2,374 -1,674 $230
     NVS2,374-1,674$230
WINTRUST FINL CORP 2,200 +2,200 $230
     WTFC2,200+2,200$230
NETAPP INC 2,082 +2,082 $218
     NTAP2,082+2,082$218
NETFLIX INC 354 +354 $215
     NFLX354+354$215
BOEING CO 1,097 -300 $212
     BA1,097-300$212
TEXAS INSTRS INC 1,190 -134 $207
     TXN1,190-134$207
WATERS CORP 601 -959 $207
     WAT601-959$207
SELECT WATER SOLUTIONS INC 22,346 +3,727 $206
     WTTR22,346+3,727$206
GREAT LAKES DREDGE & DOCK CO 23,430 +9,474 $205
     GLDD23,430+9,474$205
RENTOKIL INITIAL PLC 6,787 +6,787 $205
     RTO6,787+6,787$205
DANAHER CORPORATION 817 +817 $204
     DHR817+817$204
LOCKHEED MARTIN CORP 442 UNCH $201
     LMT442UNCH$201
PERIMETER SOLUTIONS SA 23,362 +3,195 $173
     PRM23,362+3,195$173
TELEFONICA S A 37,139 +1,776 $164
     TEF37,139+1,776$164
WIPRO LTD 23,330 +877 $134
     WIT23,330+877$134
LATHAM GROUP INC 32,540 +8,441 $129
     SWIM32,540+8,441$129
SIRIUS XM HOLDINGS INC 32,475 -5,935 $126
     SIRI32,475-5,935$126
AGILENT TECHNOLOGIES INC $0 (exited)
     A0-2,588$0
ADOBE INC $0 (exited)
     ADBE0-838$0
SMITH A O CORP $0 (exited)
     AOS0-5,071$0
BIOGEN INC $0 (exited)
     BIIB0-980$0
DAVITA INC $0 (exited)
     DVA0-2,698$0
EXPEDIA GROUP INC $0 (exited)
     EXPE0-2,558$0
FORTIVE CORP $0 (exited)
     FTV0-3,413$0
MARRIOTT INTL INC NEW $0 (exited)
     MAR0-1,564$0
MASCO CORP $0 (exited)
     MAS0-6,096$0
PALO ALTO NETWORKS INC $0 (exited)
     PANW0-1,350$0
PERCEPTION CAPITAL CORP III $0 (exited)
     PFTAU0-10,000$0
PAYPAL HLDGS INC $0 (exited)
     PYPL0-4,725$0
SYNOPSYS INC $0 (exited)
     SNPS0-537$0
VERISK ANALYTICS INC $0 (exited)
     VRSK0-1,747$0
YUM BRANDS INC $0 (exited)
     YUM0-2,084$0
ZOETIS INC 0 -1,479 $0 (exited)
     ZTS0-1,479$0

See Summary: Gitterman Wealth Management LLC Top Holdings
See Details: Top 10 Stocks Held By Gitterman Wealth Management LLC

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