Gitterman Wealth Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), Gitterman Wealth Management, LLC reported 128 stock positions worth $436.5 million. Its top holding was Vanguard Intermediate-Term T (VGIT) at 19.3% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 13.7%) and GMO U.S. Quality ETF (QLTY, 13.5%). Compared with Q2 2025, it opened 4 new positions, sold out of 215, added to 85 and reduced 26. The biggest buy was Apple (AAPL, shares +9%) and the biggest sale an exit from iShares Core U.S. Aggregate (AGG).
- Most Recent 13F
- Q3 2025
- Location
- Edison, NJ
- CIK
- 0001861558
- Portfolio Value
- $436.5M (Q3 2025)
- SEC Filing
- 0001172661-25-004565 ↗ filed Nov 4, 2025
Holdings Value
Holdings 128 stocks · $436.5M
| VGIT Vanguard Intermediate-Term T | 19.27% | 1,401,122 | $84.1M | Add +1.1% |
| VOO Vanguard S&P 500 ETF | 13.66% | 97,320 | $59.6M | Reduce -0.6% |
| QLTY GMO U.S. Quality ETF | 13.46% | 1,623,342 | $58.7M | Reduce -0.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 8.93% | 424,957 | $39.0M | Add +4.8% |
| GRID First TRST Nasd Class Edg Sgiif | 8.35% | 241,144 | $36.4M | Reduce -2.4% |
| GLD SPDR Gold Shares | 6.37% | 78,262 | $27.8M | Reduce -1.5% |
| PHO Invesco Water Resources ETF | 6.10% | 368,922 | $26.6M | Reduce -0.3% |
| HEFA Isha Curr Hedged MSCI Eafe | 4.02% | 442,646 | $17.5M | Add +0.3% |
| AAPL Apple Inc. | 2.11% | 36,222 | $9.2M | Add +9.1% |
| MSFT Microsoft Corp. | 1.58% | 13,290 | $6.9M | Add +18.2% |
| VTI VG Morningstar TS MKT ETF-US | 1.22% | 16,194 | $5.3M | Reduce -4.3% |
| IVV iShares Core S&P 500 ETF | 1.13% | 7,351 | $4.9M | Reduce -0.8% |
| JNJ Johnson & Johnson | 0.59% | 13,905 | $2.6M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 0.54% | 9,763 | $2.4M | Add +20.8% |
| NEE Nextera Energy Inc. | 0.50% | 28,917 | $2.2M | Add +6.6% |
| NVDA Nvidia Corp. | 0.35% | 8,214 | $1.5M | Add +109.7% |
| GOOG Alphabet Inc. Class C | 0.34% | 6,025 | $1.5M | Add +29.7% |
| NOC Northrop Grumman Corp. | 0.26% | 1,860 | $1.1M | No change |
| XOM Exxon Mobil Corp. | 0.25% | 9,855 | $1.1M | Add +31.8% |
| AMZN Amazon.com Inc. | 0.25% | 4,921 | $1.1M | Add +105.6% |
| VLTO Veralto Corp. | 0.25% | 10,096 | $1.1M | Add +68.7% |
| XYL Xylem Inc. | 0.24% | 6,991 | $1.0M | Add +17.8% |
| TTEK Tetra Tech Inc. | 0.23% | 30,211 | $1.0M | Add +63.7% |
| UNH Unitedhealth Group Inc. | 0.23% | 2,909 | $1.0M | Add +12.5% |
| IWF iShares Russell 1000 Growth | 0.23% | 2,111 | $989K | No change |
| WTRG Essential Utilities Inc. | 0.22% | 23,933 | $955K | Add +100.1% |
| SBS Cia Saneamento Basico DE-ADR filed as COMPANHIA DE SANEAMENTO BASI | 0.22% | 38,295 | $953K | Add +60.0% |
| TBIL F/M US Treasury 3 Month Bill | 0.21% | 18,568 | $928K | Add +13.4% |
| AWK American Water Works Co. Inc. | 0.21% | 6,595 | $918K | Add +96.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.20% | 16,113 | $894K | Reduce -5.8% |
| PNR Pentair PLC | 0.20% | 7,861 | $871K | Add +56.0% |
| AAON Aaon Inc. | 0.19% | 9,074 | $848K | Reduce -4.7% |
| JPM JPMorgan Chase & Co. | 0.19% | 2,628 | $829K | Add +1.9% |
| NUBD Nuveen ESG US Aggregate Bond | 0.19% | 36,753 | $825K | Add +7.4% |
| HON Honeywell International Inc. | 0.18% | 3,760 | $791K | Add +31.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 2,693 | $760K | Add +30.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.17% | 1 | $754K | No change |
| STN Stantec Inc. | 0.17% | 6,897 | $743K | Add +31.1% |
| CNM Core & Main Inc. Class A | 0.17% | 13,439 | $723K | Add +31.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 1,418 | $713K | Reduce -22.0% |
| FBTC Fidelity Wise Origin Bitcoin | 0.13% | 5,865 | $585K | Add +30.0% |
| META Meta Platforms Inc. Class A | 0.13% | 791 | $581K | Add +469.1% |
| PG The Procter & Gamble Co. | 0.13% | 3,751 | $576K | Add +26.3% |
| WMS Advanced Drainage Systems Inc. | 0.13% | 4,130 | $573K | Add +63.9% |
| AVGO Broadcom Inc. | 0.13% | 1,688 | $557K | Add +1250.4% |
| SWIM Latham Group Inc. | 0.13% | 72,789 | $554K | Add +134.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.12% | 1,824 | $510K | Add +9.7% |
| ED Consolidated Edison Inc. | 0.12% | 5,026 | $505K | Add +125.2% |
| HD Home Depot Inc. | 0.11% | 1,222 | $495K | Add +147.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.11% | 794 | $477K | No change |
| SMH Vaneck Semiconductor ETF | 0.11% | 1,455 | $475K | Add +36.2% |
| CWT California Water Service Grp | 0.11% | 10,306 | $473K | Add +131.0% |
| J Jacobs Solutions Inc. | 0.11% | 3,114 | $467K | Add +14.8% |
| WTTR Select Water Solutions Inc. | 0.11% | 43,374 | $464K | Add +176.6% |
| NVS Novartis AG-Sponsored ADR | 0.11% | 3,607 | $463K | Add +9.6% |
| KKR KKR & Co. Inc. | 0.11% | 3,551 | $461K | No change |
| HTO H2O America | 0.11% | 9,441 | $460K | Add +194.5% |
| WMT Walmart Inc. | 0.10% | 4,249 | $438K | Add +228.6% |
| DE Deere & Co. | 0.10% | 955 | $437K | Reduce -21.1% |
| TSLA Tesla Inc. | 0.10% | 971 | $432K | Add +729.9% |
| VMC Vulcan Materials Co. | 0.10% | 1,362 | $419K | Add +159.9% |
| AWR American States Water Co. filed as AMER STATES WTR CO | 0.09% | 5,636 | $413K | Add +116.8% |
| AXP American Express Co. | 0.09% | 1,161 | $386K | No change |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.09% | 5,358 | $380K | Add +9.6% |
| MS Morgan Stanley | 0.09% | 2,365 | $376K | Reduce -2.0% |
| GS Goldman Sachs Group Inc. | 0.08% | 462 | $368K | Add +842.9% |
| SAP Sap SE-Sponsored ADR | 0.08% | 1,362 | $365K | Add +10.4% |
| ORCL Oracle Corp. | 0.08% | 1,295 | $364K | Add +439.6% |
| ORA Ormat Technologies Inc. | 0.08% | 3,691 | $355K | Add +26.4% |
| COST Costco Wholesale Corp. | 0.08% | 378 | $350K | Reduce -11.5% |
| LNN Lindsay Corp. | 0.08% | 2,485 | $349K | Add +38.7% |
| GE General Electric filed as GE AEROSPACE | 0.08% | 1,157 | $348K | Add +192.2% |
| VMI Valmont Industries | 0.08% | 888 | $345K | Add +124.8% |
| CIG Cia Energetica DE-Spon ADR | 0.08% | 161,340 | $340K | Add +9.2% |
| LLY Eli Lilly & Co. | 0.08% | 436 | $333K | Add +30.1% |
| CHKP Check Point Software Tech | 0.08% | 1,598 | $331K | Add +4.6% |
| NGG National Grid PLC-SP ADR | 0.08% | 4,522 | $329K | Add +28.9% |
| FSV Firstservice Corp. | 0.07% | 1,715 | $327K | Add +17.8% |
| GWRS Global Water Resources Inc. | 0.07% | 31,584 | $325K | Add +181.5% |
| PEP Pepsico Inc. | 0.07% | 2,278 | $320K | Add +137.5% |
| ORI Old Republic Intl Corp. | 0.07% | 7,299 | $310K | New |
| FIX Comfort Systems USA Inc. | 0.07% | 375 | $310K | Add +93.3% |
| SBAC SBA Communications Corp. | 0.07% | 1,589 | $307K | Add +34.3% |
| RY Royal Bank of Canada | 0.07% | 2,084 | $307K | Add +9.6% |
| VZ Verizon Communications Inc. | 0.07% | 6,883 | $303K | Reduce -41.1% |
| MCD McDonald's Corp. | 0.07% | 979 | $298K | Reduce -45.5% |
| CIBR First Trust Nasdaq Cybersecu | 0.07% | 3,894 | $296K | Reduce -2.4% |
| CWCO Consolidated Water Co.-Ord SH | 0.07% | 8,320 | $294K | Add +127.0% |
| IHG Intercontinental Hotels-ADR | 0.07% | 2,420 | $293K | Add +10.1% |
| KB KB Financial Group Inc.-ADR filed as KB FINL GROUP INC | 0.07% | 3,492 | $289K | Add +9.1% |
| MA Mastercard Inc. Class A | 0.07% | 507 | $289K | Reduce -10.9% |
| V Visa Inc. Class A | 0.07% | 841 | $288K | Reduce -19.8% |
| URNM Sprott Uranium Miners ETF | 0.07% | 4,697 | $284K | Reduce -0.8% |
| ADI Analog Devices Inc. | 0.06% | 1,138 | $280K | New |
| AMT American Tower Corp. | 0.06% | 1,437 | $276K | Add +48.5% |
| EQIX Equinix Inc. | 0.06% | 352 | $276K | Add +34.9% |
| MAS Masco Corp. | 0.06% | 3,864 | $272K | Add +126.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.06% | 865 | $266K | No change |
| MOD Modine Manufacturing Co. | 0.06% | 1,838 | $261K | Reduce -21.6% |
| SKM SK Telecom Co. Ltd.-Spon ADR | 0.06% | 11,971 | $259K | Add +10.7% |
Portfolio Sells Q2 2025 → Q3 2025
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.16 |
| T AT&T Inc. | Sold out | 0.00% | −0.15 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.13 |
| NDAQ Nasdaq Inc. | Sold out | 0.00% | −0.12 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.10 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.09 |
| SJM The JM Smucker Co. | Sold out | 0.00% | −0.08 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.08 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.08 |
| DAL Delta Air Lines Inc. | Sold out | 0.00% | −0.08 |
| WRB WR Berkley Corp. | Sold out | 0.00% | −0.08 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.08 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −0.08 |
| UAL United Airlines Holdings Inc. | Sold out | 0.00% | −0.08 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.08 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.08 |
| PCG P G & E Corp. | Sold out | 0.00% | −0.08 |
| F Ford Motor Co. | Sold out | 0.00% | −0.08 |
| PRMB Primo Brands Corp. | Sold out | 0.00% | −0.07 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.07 |
| SILA Sila Realty Trust Inc. | Sold out | 0.00% | −0.07 |
| WTFC Wintrust Financial Corp. | Sold out | 0.00% | −0.07 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -5.8% | 0.20% | −0.07 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.07 |
| HUBB Hubbell Inc. | Sold out | 0.00% | −0.07 |
| CSCO Cisco Systems Inc. | Reduce -55.3% | 0.05% | −0.07 |
| CAH Cardinal Health Inc. | Sold out | 0.00% | −0.06 |
| TYL Tyler Technologies Inc. | Sold out | 0.00% | −0.06 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.06 |
| WM Waste Management Inc. | Sold out | 0.00% | −0.06 |
| POOL Pool Corp. | Sold out | 0.00% | −0.06 |
| AXON Axon Enterprise Inc. | Reduce -46.2% | 0.05% | −0.06 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.06 |
| CHTR Charter Communications Inc. Class A | Sold out | 0.00% | −0.06 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −0.06 |
| RJF Raymond James Financial Inc. | Sold out | 0.00% | −0.06 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.06 |
| VRSK Verisk Analytics Inc. | Sold out | 0.00% | −0.06 |
| MCD McDonald's Corp. | Reduce -45.5% | 0.07% | −0.05 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −0.05 |
| WBA Walgreens Boots Alliance Inc. | Sold out | 0.00% | −0.05 |
| FAST Fastenal Co. | Sold out | 0.00% | −0.05 |
| WELL Welltower Inc. | Sold out | 0.00% | −0.05 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.05 |
| MTB M & T Bank Corp. | Sold out | 0.00% | −0.05 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.05 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.05 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.05 |
| MSI Motorola Solutions Inc. | Sold out | 0.00% | −0.05 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.05 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +9.1% | 2.11% | +0.53 |
| MSFT Microsoft Corp. | Add +18.2% | 1.58% | +0.27 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +4.8% | 8.93% | +0.26 |
| GOOGL Alphabet Inc. Class A | Add +20.8% | 0.54% | +0.21 |
| NVDA Nvidia Corp. | Add +109.7% | 0.35% | +0.21 |
| GOOG Alphabet Inc. Class C | Add +29.7% | 0.34% | +0.14 |
| AMZN Amazon.com Inc. | Add +105.6% | 0.25% | +0.13 |
| AVGO Broadcom Inc. | Add +1250.4% | 0.13% | +0.12 |
| WTRG Essential Utilities Inc. | Add +100.1% | 0.22% | +0.12 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +0.3% | 4.02% | +0.12 |
| META Meta Platforms Inc. Class A | Add +469.1% | 0.13% | +0.11 |
| VLTO Veralto Corp. | Add +68.7% | 0.25% | +0.11 |
| AWK American Water Works Co. Inc. | Add +96.5% | 0.21% | +0.10 |
| SBS Cia Saneamento Basico DE-ADR | Add +60.0% | 0.22% | +0.10 |
| TSLA Tesla Inc. | Add +729.9% | 0.10% | +0.09 |
| SWIM Latham Group Inc. | Add +134.8% | 0.13% | +0.08 |
| PNR Pentair PLC | Add +56.0% | 0.20% | +0.08 |
| TTEK Tetra Tech Inc. | Add +63.7% | 0.23% | +0.08 |
| GS Goldman Sachs Group Inc. | Add +842.9% | 0.08% | +0.08 |
| WTTR Select Water Solutions Inc. | Add +176.6% | 0.11% | +0.07 |
| HD Home Depot Inc. | Add +147.4% | 0.11% | +0.07 |
| ORCL Oracle Corp. | Add +439.6% | 0.08% | +0.07 |
| ORI Old Republic Intl Corp. | New | 0.07% | +0.07 |
| WMT Walmart Inc. | Add +228.6% | 0.10% | +0.07 |
| XOM Exxon Mobil Corp. | Add +31.8% | 0.25% | +0.07 |
| HTO H2O America | Add +194.5% | 0.11% | +0.07 |
| ADI Analog Devices Inc. | New | 0.06% | +0.06 |
| VMC Vulcan Materials Co. | Add +159.9% | 0.10% | +0.06 |
| WMS Advanced Drainage Systems Inc. | Add +63.9% | 0.13% | +0.06 |
| ED Consolidated Edison Inc. | Add +125.2% | 0.12% | +0.06 |
| NEE Nextera Energy Inc. | Add +6.6% | 0.50% | +0.06 |
| CWT California Water Service Grp | Add +131.0% | 0.11% | +0.06 |
| XYL Xylem Inc. | Add +17.8% | 0.24% | +0.06 |
| GE General Electric | Add +192.2% | 0.08% | +0.06 |
| TFC Truist Financial Corp. | New | 0.05% | +0.05 |
| IR Ingersoll-Rand Inc. | Add +5766.7% | 0.05% | +0.05 |
| CVX Chevron Corp. | New | 0.05% | +0.05 |
| LEN Lennar Corp. Class A | Add +763.1% | 0.06% | +0.05 |
| VMI Valmont Industries | Add +124.8% | 0.08% | +0.05 |
| AWR American States Water Co. | Add +116.8% | 0.09% | +0.05 |
| GWRS Global Water Resources Inc. | Add +181.5% | 0.07% | +0.05 |
| FIX Comfort Systems USA Inc. | Add +93.3% | 0.07% | +0.05 |
| GEV GE Vernova Inc. | Add +322.4% | 0.06% | +0.05 |
| PEP Pepsico Inc. | Add +137.5% | 0.07% | +0.04 |
| UNH Unitedhealth Group Inc. | Add +12.5% | 0.23% | +0.04 |
| CWCO Consolidated Water Co.-Ord SH | Add +127.0% | 0.07% | +0.04 |
| SMH Vaneck Semiconductor ETF | Add +36.2% | 0.11% | +0.04 |
| STN Stantec Inc. | Add +31.1% | 0.17% | +0.04 |
| MAS Masco Corp. | Add +126.1% | 0.06% | +0.04 |
| FBTC Fidelity Wise Origin Bitcoin | Add +30.0% | 0.13% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2025 | 128 | $436.5M | VGIT, VOO, QLTY, BIL, GRID |
| Q2 2025 | 339 | $429.2M | VGIT, QLTY, VOO, BIL, GRID |
| Q1 2025 | 131 | $376.5M | VGIT, QLTY, VOO, BIL, GRID |
| Q4 2024 | 128 | $239.4M | VGIT, GRID, BIL, IYW, AAPL |
| Q3 2024 | 127 | $239.9M | VGIT, GRID, BIL, IYW, AAPL |
| Q2 2024 | 109 | $259.4M | VGSH, VGIT, BIL, GRID, AAPL |
| Q1 2024 | 100 | $258.0M | VGSH, VGIT, BIL, GRID, AAPL |