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Entity | Shares/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 |
Entity | Shares/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 |
Entity | Shares/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 |
Entity | Shares/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: $224,489
Gitterman Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Gitterman Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Gitterman Wealth Management LLC to be as follows, presented in the
table below with each row detailing each Gitterman Wealth Management LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-Gitterman Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Gitterman Wealth Management LLC as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
VANGUARD SCOTTSDALE FDS (VGSH) |
1,756,921 |
+105,079 |
$102,024 | VGSH | 1,756,921 | +105,079 | $102,024 | VANGUARD SCOTTSDALE FDS (VGIT) |
898,888 |
-359,181 |
$52,630 | VGIT | 898,888 | -359,181 | $52,630 | SPDR SER TR (BIL) |
277,207 |
+277,207 |
$25,447 | BIL | 277,207 | +277,207 | $25,447 | FIRST TR EXCHANGE TRADED FD (GRID) |
180,971 |
+180,971 |
$20,742 | GRID | 180,971 | +180,971 | $20,742 | APPLE INC |
35,747 |
+945 |
$6,130 | AAPL | 35,747 | +945 | $6,130 | MICROSOFT CORP |
12,020 |
-1,040 |
$5,058 | MSFT | 12,020 | -1,040 | $5,058 | ISHARES TR (IVV) |
7,216 |
+2 |
$3,793 | IVV | 7,216 | +2 | $3,793 | NOVO NORDISK A S |
19,088 |
-4,000 |
$2,451 | NVO | 19,088 | -4,000 | $2,451 | JOHNSON & JOHNSON |
15,043 |
-766 |
$2,380 | JNJ | 15,043 | -766 | $2,380 | ALPHABET INC |
10,442 |
-228 |
$1,576 | GOOGL | 10,442 | -228 | $1,576 | INTERNATIONAL BUSINESS MACHS |
7,967 |
-63 |
$1,521 | IBM | 7,967 | -63 | $1,521 | NEXTERA ENERGY INC |
21,873 |
+5,407 |
$1,398 | NEE | 21,873 | +5,407 | $1,398 | BERKSHIRE HATHAWAY INC DEL |
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$1,298 | BRK.B | 1,579 | -200 | $664 | BRK.A | 1 | UNCH | $634 | UNITEDHEALTH GROUP INC |
2,577 |
UNCH |
$1,275 | UNH | 2,577 | UNCH | $1,275 | RBB FD INC |
21,271 |
+21,271 |
$1,064 | TBIL | 21,271 | +21,271 | $1,064 | NORTHROP GRUMMAN CORP |
1,868 |
UNCH |
$894 | NOC | 1,868 | UNCH | $894 | AAON INC |
9,000 |
-18,000 |
$793 | AAON | 9,000 | -18,000 | $793 | MASTERCARD INCORPORATED |
1,467 |
+76 |
$707 | MA | 1,467 | +76 | $707 | NUSHARES ETF TR (NUBD) |
31,615 |
-27,618 |
$695 | NUBD | 31,615 | -27,618 | $695 | XYLEM INC |
5,299 |
+747 |
$685 | XYL | 5,299 | +747 | $685 | ALPHABET INC |
4,490 |
-1,230 |
$684 | GOOG | 4,490 | -1,230 | $684 | AON PLC |
2,008 |
+426 |
$670 | AON | 2,008 | +426 | $670 | GRAINGER W W INC |
642 |
+249 |
$653 | GWW | 642 | +249 | $653 | HONEYWELL INTL INC |
3,072 |
-100 |
$631 | HON | 3,072 | -100 | $631 | VISA INC |
2,001 |
+1,167 |
$559 | V | 2,001 | +1,167 | $559 | ISHARES TR (IWF) |
1,647 |
UNCH |
$555 | IWF | 1,647 | UNCH | $555 | AFLAC INC |
5,840 |
+5,840 |
$501 | AFL | 5,840 | +5,840 | $501 | GENERAL ELECTRIC CO |
2,811 |
+2,811 |
$493 | GE | 2,811 | +2,811 | $493 | AMAZON COM INC |
2,662 |
UNCH |
$480 | AMZN | 2,662 | UNCH | $480 | CORE & MAIN INC |
8,185 |
-10 |
$469 | CNM | 8,185 | -10 | $469 | PROCTER AND GAMBLE CO |
2,853 |
UNCH |
$463 | PG | 2,853 | UNCH | $463 | AMERICAN WTR WKS CO INC NEW |
3,725 |
+1,106 |
$455 | AWK | 3,725 | +1,106 | $455 | COSTCO WHSL CORP NEW |
602 |
UNCH |
$441 | COST | 602 | UNCH | $441 | SNAP ON INC |
1,484 |
+1,484 |
$440 | SNA | 1,484 | +1,484 | $440 | AT&T INC |
24,919 |
+24,919 |
$439 | T | 24,919 | +24,919 | $439 | BROADCOM INC |
306 |
+306 |
$406 | AVGO | 306 | +306 | $406 | TRANSDIGM GROUP INC |
315 |
+315 |
$388 | TDG | 315 | +315 | $388 | AMERICAN EXPRESS CO |
1,686 |
-1,335 |
$384 | AXP | 1,686 | -1,335 | $384 | BROWN & BROWN INC |
4,371 |
+4,371 |
$383 | BRO | 4,371 | +4,371 | $383 | STANTEC INC |
4,464 |
+708 |
$371 | STN | 4,464 | +708 | $371 | TETRA TECH INC NEW |
1,986 |
+327 |
$367 | TTEK | 1,986 | +327 | $367 | THE CIGNA GROUP |
1,002 |
+106 |
$364 | CI | 1,002 | +106 | $364 | KKR & CO INC |
3,551 |
UNCH |
$357 | KKR | 3,551 | UNCH | $357 | PRIMO WATER CORPORATION |
19,529 |
+4,636 |
$356 | PRMW | 19,529 | +4,636 | $356 | HILTON WORLDWIDE HLDGS INC |
1,642 |
+1,642 |
$350 | HLT | 1,642 | +1,642 | $350 | ESSENTIAL UTILS INC |
9,146 |
+2,282 |
$339 | WTRG | 9,146 | +2,282 | $339 | DEERE & CO |
818 |
UNCH |
$336 | DE | 818 | UNCH | $336 | ELEVANCE HEALTH INC |
648 |
+648 |
$336 | ELV | 648 | +648 | $336 | MCCORMICK & CO INC |
4,373 |
+4,373 |
$336 | MKC | 4,373 | +4,373 | $336 | NIKE INC |
3,567 |
-160 |
$335 | NKE | 3,567 | -160 | $335 | INVESCO QQQ TR |
750 |
+15 |
$333 | QQQ | 750 | +15 | $333 | REGENERON PHARMACEUTICALS |
344 |
+41 |
$331 | REGN | 344 | +41 | $331 | SAP SE |
1,609 |
+66 |
$314 | SAP | 1,609 | +66 | $314 | JPMORGAN CHASE & CO |
1,547 |
-666 |
$310 | JPM | 1,547 | -666 | $310 | CENTENE CORP DEL |
3,914 |
+3,914 |
$307 | CNC | 3,914 | +3,914 | $307 | HP INC |
10,163 |
+10,163 |
$307 | HPQ | 10,163 | +10,163 | $307 | INTERCONTINENTAL HOTELS GROU |
2,873 |
+113 |
$304 | IHG | 2,873 | +113 | $304 | JACOBS SOLUTIONS INC |
1,946 |
+1,946 |
$299 | J | 1,946 | +1,946 | $299 | BJS WHSL CLUB HLDGS INC |
3,896 |
-26 |
$295 | BJ | 3,896 | -26 | $295 | PENTAIR PLC |
3,437 |
-4,027 |
$294 | PNR | 3,437 | -4,027 | $294 | AUTOMATIC DATA PROCESSING IN |
1,152 |
+25 |
$288 | ADP | 1,152 | +25 | $288 | MARSH & MCLENNAN COS INC |
1,393 |
+1,393 |
$287 | MMC | 1,393 | +1,393 | $287 | GARTNER INC |
588 |
+10 |
$280 | IT | 588 | +10 | $280 | VERALTO CORP |
3,148 |
+535 |
$279 | VLTO | 3,148 | +535 | $279 | LENNOX INTL INC |
568 |
-126 |
$278 | LII | 568 | -126 | $278 | MCDONALDS CORP |
979 |
UNCH |
$276 | MCD | 979 | UNCH | $276 | PTC INC |
1,459 |
+75 |
$276 | PTC | 1,459 | +75 | $276 | STARBUCKS CORP |
2,960 |
-935 |
$271 | SBUX | 2,960 | -935 | $271 | COGNIZANT TECHNOLOGY SOLUTIO |
3,616 |
+3,616 |
$265 | CTSH | 3,616 | +3,616 | $265 | PUBLIC STORAGE |
895 |
+895 |
$260 | PSA | 895 | +895 | $260 | CIA ENERGETICA DE MINAS GERA |
104,821 |
+6,013 |
$259 | CIG | 104,821 | +6,013 | $259 | ELI LILLY & CO |
332 |
+332 |
$258 | LLY | 332 | +332 | $258 | AXON ENTERPRISE INC |
813 |
+813 |
$254 | AXON | 813 | +813 | $254 | CDW CORP |
987 |
-4 |
$253 | CDW | 987 | -4 | $253 | POOL CORP |
621 |
+52 |
$251 | POOL | 621 | +52 | $251 | TRANE TECHNOLOGIES PLC |
834 |
-19 |
$250 | TT | 834 | -19 | $250 | ROPER TECHNOLOGIES INC |
435 |
+7 |
$244 | ROP | 435 | +7 | $244 | CHECK POINT SOFTWARE TECH LT |
1,476 |
+26 |
$242 | CHKP | 1,476 | +26 | $242 | SBA COMMUNICATIONS CORP NEW |
1,095 |
+1,095 |
$238 | SBAC | 1,095 | +1,095 | $238 | ELECTRONIC ARTS INC |
1,765 |
-1 |
$234 | EA | 1,765 | -1 | $234 | ISHARES TR (IEFA) |
3,132 |
UNCH |
$232 | IEFA | 3,132 | UNCH | $232 | AMPHENOL CORP NEW |
1,995 |
-1,030 |
$230 | APH | 1,995 | -1,030 | $230 | NOVARTIS AG |
2,374 |
-1,674 |
$230 | NVS | 2,374 | -1,674 | $230 | WINTRUST FINL CORP |
2,200 |
+2,200 |
$230 | WTFC | 2,200 | +2,200 | $230 | NETAPP INC |
2,082 |
+2,082 |
$218 | NTAP | 2,082 | +2,082 | $218 | NETFLIX INC |
354 |
+354 |
$215 | NFLX | 354 | +354 | $215 | BOEING CO |
1,097 |
-300 |
$212 | BA | 1,097 | -300 | $212 | TEXAS INSTRS INC |
1,190 |
-134 |
$207 | TXN | 1,190 | -134 | $207 | WATERS CORP |
601 |
-959 |
$207 | WAT | 601 | -959 | $207 | SELECT WATER SOLUTIONS INC |
22,346 |
+3,727 |
$206 | WTTR | 22,346 | +3,727 | $206 | GREAT LAKES DREDGE & DOCK CO |
23,430 |
+9,474 |
$205 | GLDD | 23,430 | +9,474 | $205 | RENTOKIL INITIAL PLC |
6,787 |
+6,787 |
$205 | RTO | 6,787 | +6,787 | $205 | DANAHER CORPORATION |
817 |
+817 |
$204 | DHR | 817 | +817 | $204 | LOCKHEED MARTIN CORP |
442 |
UNCH |
$201 | LMT | 442 | UNCH | $201 | PERIMETER SOLUTIONS SA |
23,362 |
+3,195 |
$173 | PRM | 23,362 | +3,195 | $173 | TELEFONICA S A |
37,139 |
+1,776 |
$164 | TEF | 37,139 | +1,776 | $164 | WIPRO LTD |
23,330 |
+877 |
$134 | WIT | 23,330 | +877 | $134 | LATHAM GROUP INC |
32,540 |
+8,441 |
$129 | SWIM | 32,540 | +8,441 | $129 | SIRIUS XM HOLDINGS INC |
32,475 |
-5,935 |
$126 | SIRI | 32,475 | -5,935 | $126 | AGILENT TECHNOLOGIES INC |
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$0 (exited) | A | 0 | -2,588 | $0 | ADOBE INC |
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$0 (exited) | ADBE | 0 | -838 | $0 | SMITH A O CORP |
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$0 (exited) | AOS | 0 | -5,071 | $0 | BIOGEN INC |
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$0 (exited) | BIIB | 0 | -980 | $0 | DAVITA INC |
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$0 (exited) | DVA | 0 | -2,698 | $0 | EXPEDIA GROUP INC |
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$0 (exited) | EXPE | 0 | -2,558 | $0 | FORTIVE CORP |
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$0 (exited) | FTV | 0 | -3,413 | $0 | MARRIOTT INTL INC NEW |
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$0 (exited) | MAR | 0 | -1,564 | $0 | MASCO CORP |
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$0 (exited) | MAS | 0 | -6,096 | $0 | PALO ALTO NETWORKS INC |
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$0 (exited) | PANW | 0 | -1,350 | $0 | PERCEPTION CAPITAL CORP III |
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$0 (exited) | PFTAU | 0 | -10,000 | $0 | PAYPAL HLDGS INC |
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$0 (exited) | PYPL | 0 | -4,725 | $0 | SYNOPSYS INC |
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$0 (exited) | SNPS | 0 | -537 | $0 | VERISK ANALYTICS INC |
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$0 (exited) | VRSK | 0 | -1,747 | $0 | YUM BRANDS INC |
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$0 (exited) | YUM | 0 | -2,084 | $0 | ZOETIS INC |
0 |
-1,479 |
$0 (exited) | ZTS | 0 | -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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