Gitterman Wealth Management, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 8, 2024), Gitterman Wealth Management, LLC reported 100 stock positions worth $258.0 million. Its top holding was Vanguard Short-Term Treasury (VGSH) at 39.5% of the portfolio, followed by Vanguard Intermediate-Term T (VGIT, 20.4%) and SS SPDR BB 1-3M T-Bill ETF (BIL, 9.9%). Compared with Q4 2023, it opened 27 new positions, sold out of 16, added to 33 and reduced 28. The biggest buy was a new position in SS SPDR BB 1-3M T-Bill ETF (BIL) and the biggest sale Vanguard Intermediate-Term T (VGIT, shares −29%).
- Most Recent 13F
- Q3 2025
- Location
- Edison, NJ
- CIK
- 0001861558
- Portfolio Value
- $258.0M (Q1 2024)
- SEC Filing
- 0001172661-24-002066 ↗ filed May 8, 2024
Holdings Value
Holdings 100 stocks · $258.0M
| VGSH Vanguard Short-Term Treasury | 39.55% | 1,756,921 | $102.0M | Add +6.4% |
| VGIT Vanguard Intermediate-Term T | 20.40% | 898,888 | $52.6M | Reduce -28.6% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 9.86% | 277,207 | $25.4M | New |
| GRID First TRST Nasd Class Edg Sgiif | 8.04% | 180,971 | $20.7M | New |
| AAPL Apple Inc. | 2.38% | 35,747 | $6.1M | Add +2.7% |
| MSFT Microsoft Corp. | 1.96% | 12,020 | $5.1M | Reduce -8.0% |
| IVV iShares Core S&P 500 ETF | 1.47% | 7,216 | $3.8M | Add +0.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.95% | 19,088 | $2.5M | Reduce -17.3% |
| JNJ Johnson & Johnson | 0.92% | 15,043 | $2.4M | Reduce -4.8% |
| GOOGL Alphabet Inc. Class A | 0.61% | 10,442 | $1.6M | Reduce -2.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.59% | 7,967 | $1.5M | Reduce -0.8% |
| NEE Nextera Energy Inc. | 0.54% | 21,873 | $1.4M | Add +32.8% |
| UNH Unitedhealth Group Inc. | 0.49% | 2,577 | $1.3M | No change |
| TBIL F/M US Treasury 3 Month Bill | 0.41% | 21,271 | $1.1M | New |
| NOC Northrop Grumman Corp. | 0.35% | 1,868 | $894K | No change |
| AAON Aaon Inc. | 0.31% | 9,000 | $793K | Reduce -66.7% |
| MA Mastercard Inc. Class A | 0.27% | 1,467 | $707K | Add +5.5% |
| NUBD Nuveen ESG US Aggregate Bond | 0.27% | 31,615 | $695K | Reduce -46.6% |
| XYL Xylem Inc. | 0.27% | 5,299 | $685K | Add +16.4% |
| GOOG Alphabet Inc. Class C | 0.27% | 4,490 | $684K | Reduce -21.5% |
| AON Aon PLC Class A | 0.26% | 2,008 | $670K | Add +26.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 1,579 | $664K | Reduce -11.2% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.25% | 642 | $653K | Add +63.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.25% | 1 | $634K | No change |
| HON Honeywell International Inc. | 0.24% | 3,072 | $631K | Reduce -3.1% |
| V Visa Inc. Class A | 0.22% | 2,001 | $559K | Add +139.9% |
| IWF iShares Russell 1000 Growth | 0.22% | 1,647 | $555K | No change |
| AFL Aflac Inc. | 0.19% | 5,840 | $501K | New |
| GE General Electric | 0.19% | 2,811 | $493K | New |
| AMZN Amazon.com Inc. | 0.19% | 2,662 | $480K | No change |
| CNM Core & Main Inc. Class A | 0.18% | 8,185 | $469K | Reduce -0.1% |
| PG The Procter & Gamble Co. | 0.18% | 2,853 | $463K | No change |
| AWK American Water Works Co. Inc. | 0.18% | 3,725 | $455K | Add +42.2% |
| COST Costco Wholesale Corp. | 0.17% | 602 | $441K | No change |
| SNA Snap-on Inc. | 0.17% | 1,484 | $440K | New |
| T AT&T Inc. | 0.17% | 24,919 | $439K | New |
| AVGO Broadcom Inc. | 0.16% | 306 | $406K | New |
| TDG Transdigm Group Inc. | 0.15% | 315 | $388K | New |
| AXP American Express Co. | 0.15% | 1,686 | $384K | Reduce -44.2% |
| BRO Brown & Brown Inc. | 0.15% | 4,371 | $383K | New |
| STN Stantec Inc. | 0.14% | 4,464 | $371K | Add +18.9% |
| TTEK Tetra Tech Inc. | 0.14% | 1,986 | $367K | Add +19.7% |
| CI The Cigna Group | 0.14% | 1,002 | $364K | Add +11.8% |
| KKR KKR & Co. Inc. | 0.14% | 3,551 | $357K | No change |
| PRMW Primo Water Corp. | 0.14% | 19,529 | $356K | Add +31.1% |
| HLT Hilton Worldwide Holdings Inc. | 0.14% | 1,642 | $350K | New |
| WTRG Essential Utilities Inc. | 0.13% | 9,146 | $339K | Add +33.3% |
| ELV Elevance Health Inc. | 0.13% | 648 | $336K | New |
| DE Deere & Co. | 0.13% | 818 | $336K | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.13% | 4,373 | $336K | New |
| NKE Nike Inc. Class B | 0.13% | 3,567 | $335K | Reduce -4.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 750 | $333K | Add +2.0% |
| REGN Regeneron Pharmaceuticals | 0.13% | 344 | $331K | Add +13.5% |
| SAP Sap SE-Sponsored ADR | 0.12% | 1,609 | $314K | Add +4.3% |
| JPM JPMorgan Chase & Co. | 0.12% | 1,547 | $310K | Reduce -30.1% |
| CNC Centene Corp. | 0.12% | 3,914 | $307K | New |
| HPQ HP Inc. | 0.12% | 10,163 | $307K | New |
| IHG Intercontinental Hotels-ADR | 0.12% | 2,873 | $304K | Add +4.1% |
| J Jacobs Solutions Inc. | 0.12% | 1,946 | $299K | New |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.11% | 3,896 | $295K | Reduce -0.7% |
| PNR Pentair PLC | 0.11% | 3,437 | $294K | Reduce -54.0% |
| ADP Automatic Data Processing | 0.11% | 1,152 | $288K | Add +2.2% |
| MRSH Marsh & McLennan Cos | 0.11% | 1,393 | $287K | New |
| IT Gartner Inc. | 0.11% | 588 | $280K | Add +1.7% |
| VLTO Veralto Corp. | 0.11% | 3,148 | $279K | Add +20.5% |
| LII Lennox International Inc. | 0.11% | 568 | $278K | Reduce -18.2% |
| MCD McDonald's Corp. | 0.11% | 979 | $276K | No change |
| PTC PTC Inc. | 0.11% | 1,459 | $276K | Add +5.4% |
| SBUX Starbucks Corp. | 0.10% | 2,960 | $271K | Reduce -24.0% |
| CTSH Cognizant Tech Solutions-A | 0.10% | 3,616 | $265K | New |
| PSA Public Storage | 0.10% | 895 | $260K | New |
| CIG Cia Energetica DE-Spon ADR | 0.10% | 104,821 | $259K | Add +6.1% |
| LLY Eli Lilly & Co. | 0.10% | 332 | $258K | New |
| AXON Axon Enterprise Inc. | 0.10% | 813 | $254K | New |
| CDW CDW Corp. | 0.10% | 987 | $253K | Reduce -0.4% |
| POOL Pool Corp. | 0.10% | 621 | $251K | Add +9.1% |
| TT Trane Technologies PLC | 0.10% | 834 | $250K | Reduce -2.2% |
| ROP Roper Technologies Inc. | 0.09% | 435 | $244K | Add +1.6% |
| CHKP Check Point Software Tech | 0.09% | 1,476 | $242K | Add +1.8% |
| SBAC SBA Communications Corp. | 0.09% | 1,095 | $238K | New |
| EA Electronic Arts Inc. | 0.09% | 1,765 | $234K | Reduce -0.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.09% | 3,132 | $232K | No change |
| APH Amphenol Corp. Class A | 0.09% | 1,995 | $230K | Reduce -34.0% |
| NVS Novartis AG-Sponsored ADR | 0.09% | 2,374 | $230K | Reduce -41.4% |
| WTFC Wintrust Financial Corp. | 0.09% | 2,200 | $230K | New |
| NTAP Netapp Inc. | 0.08% | 2,082 | $218K | New |
| NFLX Netflix Inc. | 0.08% | 354 | $215K | New |
| BA The Boeing Co. | 0.08% | 1,097 | $212K | Reduce -21.5% |
| TXN Texas Instruments Inc. | 0.08% | 1,190 | $207K | Reduce -10.1% |
| WAT Waters Corp. | 0.08% | 601 | $207K | Reduce -61.5% |
| WTTR Select Water Solutions Inc. | 0.08% | 22,346 | $206K | Add +20.0% |
| GLDD Great Lakes Dredge & Dock Co. | 0.08% | 23,430 | $205K | Add +67.9% |
| RTO Rentokil Initial PLC-SP ADR | 0.08% | 6,787 | $205K | New |
| DHR Danaher Corp. | 0.08% | 817 | $204K | New |
| LMT Lockheed Martin Corp. | 0.08% | 442 | $201K | No change |
| PRM Perimeter Solutions SA | 0.07% | 23,362 | $173K | Add +15.8% |
| TELFY Telefonica SA-Spon ADR | 0.06% | 37,139 | $164K | Add +5.0% |
| WIT Wipro Ltd.-ADR | 0.05% | 23,330 | $134K | Add +3.9% |
| SWIM Latham Group Inc. | 0.05% | 32,540 | $129K | Add +35.0% |
| SIRI Sirius XM Holdings Inc. | 0.05% | 32,475 | $126K | Reduce -15.4% |
Portfolio Sells Q4 2023 → Q1 2024
| VGIT Vanguard Intermediate-Term T | Reduce -28.6% | 20.40% | −12.84 |
| AAON Aaon Inc. | Reduce -66.7% | 0.31% | −0.58 |
| NUBD Nuveen ESG US Aggregate Bond | Reduce -46.6% | 0.27% | −0.32 |
| MSFT Microsoft Corp. | Reduce -8.0% | 1.96% | −0.23 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.22 |
| AOS Smith (a.o.) Corp. | Sold out | 0.00% | −0.19 |
| VRSK Verisk Analytics Inc. | Sold out | 0.00% | −0.19 |
| MAS Masco Corp. | Sold out | 0.00% | −0.18 |
| JNJ Johnson & Johnson | Reduce -4.8% | 0.92% | −0.18 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.18 |
| EXPE Expedia Group Inc. | Sold out | 0.00% | −0.17 |
| A Agilent Technologies Inc. | Sold out | 0.00% | −0.16 |
| MAR Marriott International Class A | Sold out | 0.00% | −0.16 |
| WAT Waters Corp. | Reduce -61.5% | 0.08% | −0.15 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.13 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.13 |
| PNR Pentair PLC | Reduce -54.0% | 0.11% | −0.13 |
| DVA Davita Inc. | Sold out | 0.00% | −0.13 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.12 |
| YUM Yum! Brands Inc. | Sold out | 0.00% | −0.12 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -17.3% | 0.95% | −0.11 |
| BIIB Biogen Inc. | Sold out | 0.00% | −0.11 |
| FTV Fortive Corp. | Sold out | 0.00% | −0.11 |
| AXP American Express Co. | Reduce -44.2% | 0.15% | −0.10 |
| GOOG Alphabet Inc. Class C | Reduce -21.5% | 0.27% | −0.09 |
| NVS Novartis AG-Sponsored ADR | Reduce -41.4% | 0.09% | −0.09 |
| BA The Boeing Co. | Reduce -21.5% | 0.08% | −0.08 |
| SBUX Starbucks Corp. | Reduce -24.0% | 0.10% | −0.06 |
| GOOGL Alphabet Inc. Class A | Reduce -2.1% | 0.61% | −0.05 |
| HON Honeywell International Inc. | Reduce -3.1% | 0.24% | −0.05 |
| NKE Nike Inc. Class B | Reduce -4.3% | 0.13% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -30.1% | 0.12% | −0.05 |
| PFTAU Perception Capital Corp. III | Sold out | 0.00% | −0.05 |
| SIRI Sirius XM Holdings Inc. | Reduce -15.4% | 0.05% | −0.04 |
| APH Amphenol Corp. Class A | Reduce -34.0% | 0.09% | −0.04 |
| LII Lennox International Inc. | Reduce -18.2% | 0.11% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -11.2% | 0.26% | −0.03 |
| TXN Texas Instruments Inc. | Reduce -10.1% | 0.08% | −0.02 |
| EA Electronic Arts Inc. | Reduce -0.1% | 0.09% | −0.02 |
| CDW CDW Corp. | Reduce -0.4% | 0.10% | −0.00 |
| BJ Bj's Wholesale Club Holdings | Reduce -0.7% | 0.11% | −0.00 |
| TT Trane Technologies PLC | Reduce -2.2% | 0.10% | +0.00 |
| IBM Intl Business Machines Corp. | Reduce -0.8% | 0.59% | +0.00 |
| CNM Core & Main Inc. Class A | Reduce -0.1% | 0.18% | +0.03 |
Portfolio Buys Q4 2023 → Q1 2024
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 9.86% | +9.86 |
| GRID First TRST Nasd Class Edg Sgiif | New | 8.04% | +8.04 |
| TBIL F/M US Treasury 3 Month Bill | New | 0.41% | +0.41 |
| AFL Aflac Inc. | New | 0.19% | +0.19 |
| GE General Electric | New | 0.19% | +0.19 |
| SNA Snap-on Inc. | New | 0.17% | +0.17 |
| T AT&T Inc. | New | 0.17% | +0.17 |
| AVGO Broadcom Inc. | New | 0.16% | +0.16 |
| TDG Transdigm Group Inc. | New | 0.15% | +0.15 |
| BRO Brown & Brown Inc. | New | 0.15% | +0.15 |
| HLT Hilton Worldwide Holdings Inc. | New | 0.14% | +0.14 |
| ELV Elevance Health Inc. | New | 0.13% | +0.13 |
| MKC McCormick & Co.-Non VTG SHRS | New | 0.13% | +0.13 |
| V Visa Inc. Class A | Add +139.9% | 0.22% | +0.12 |
| CNC Centene Corp. | New | 0.12% | +0.12 |
| HPQ HP Inc. | New | 0.12% | +0.12 |
| J Jacobs Solutions Inc. | New | 0.12% | +0.12 |
| MRSH Marsh & McLennan Cos | New | 0.11% | +0.11 |
| GWW WW Grainger Inc. | Add +63.4% | 0.25% | +0.11 |
| CTSH Cognizant Tech Solutions-A | New | 0.10% | +0.10 |
| PSA Public Storage | New | 0.10% | +0.10 |
| LLY Eli Lilly & Co. | New | 0.10% | +0.10 |
| AXON Axon Enterprise Inc. | New | 0.10% | +0.10 |
| NEE Nextera Energy Inc. | Add +32.8% | 0.54% | +0.10 |
| SBAC SBA Communications Corp. | New | 0.09% | +0.09 |
| WTFC Wintrust Financial Corp. | New | 0.09% | +0.09 |
| NTAP Netapp Inc. | New | 0.08% | +0.08 |
| NFLX Netflix Inc. | New | 0.08% | +0.08 |
| RTO Rentokil Initial PLC-SP ADR | New | 0.08% | +0.08 |
| DHR Danaher Corp. | New | 0.08% | +0.08 |
| AON Aon PLC Class A | Add +26.9% | 0.26% | +0.05 |
| PRMW Primo Water Corp. | Add +31.1% | 0.14% | +0.04 |
| XYL Xylem Inc. | Add +16.4% | 0.27% | +0.03 |
| GLDD Great Lakes Dredge & Dock Co. | Add +67.9% | 0.08% | +0.03 |
| PRM Perimeter Solutions SA | Add +15.8% | 0.07% | +0.03 |
| AWK American Water Works Co. Inc. | Add +42.2% | 0.18% | +0.02 |
| CI The Cigna Group | Add +11.8% | 0.14% | +0.02 |
| SWIM Latham Group Inc. | Add +35.0% | 0.05% | +0.02 |
| TTEK Tetra Tech Inc. | Add +19.7% | 0.14% | +0.02 |
| WTRG Essential Utilities Inc. | Add +33.3% | 0.13% | +0.02 |
| WTTR Select Water Solutions Inc. | Add +20.0% | 0.08% | +0.02 |
| SAP Sap SE-Sponsored ADR | Add +4.3% | 0.12% | +0.02 |
| VLTO Veralto Corp. | Add +20.5% | 0.11% | +0.01 |
| REGN Regeneron Pharmaceuticals | Add +13.5% | 0.13% | +0.01 |
| MA Mastercard Inc. Class A | Add +5.5% | 0.27% | +0.01 |
| STN Stantec Inc. | Add +18.9% | 0.14% | +0.01 |
| IHG Intercontinental Hotels-ADR | Add +4.1% | 0.12% | +0.01 |
| TELFY Telefonica SA-Spon ADR | Add +5.0% | 0.06% | +0.00 |
| PTC PTC Inc. | Add +5.4% | 0.11% | −0.00 |
| CIG Cia Energetica DE-Spon ADR | Add +6.1% | 0.10% | −0.00 |
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 |