Gitterman Wealth Management, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Gitterman Wealth Management, LLC reported 109 stock positions worth $259.4 million. Its top holding was Vanguard Short-Term Treasury (VGSH) at 39.1% of the portfolio, followed by Vanguard Intermediate-Term T (VGIT, 20.1%) and SS SPDR BB 1-3M T-Bill ETF (BIL, 9.7%). Compared with Q1 2024, it opened 35 new positions, sold out of 26, added to 25 and reduced 29. The biggest buy was a new position in Nasdaq (NDAQ) and the biggest sale Vanguard Short-Term Treasury (VGSH, shares −0%).
- Most Recent 13F
- Q3 2025
- Location
- Edison, NJ
- CIK
- 0001861558
- Portfolio Value
- $259.4M (Q2 2024)
- SEC Filing
- 0001172661-24-003220 ↗ filed Aug 12, 2024
Holdings Value
Holdings 109 stocks · $259.4M
| VGSH Vanguard Short-Term Treasury | 39.08% | 1,748,449 | $101.4M | Reduce -0.5% |
| VGIT Vanguard Intermediate-Term T | 20.09% | 895,245 | $52.1M | Reduce -0.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 9.74% | 275,392 | $25.3M | Reduce -0.7% |
| GRID First TRST Nasd Class Edg Sgiif | 7.71% | 172,971 | $20.0M | Reduce -4.4% |
| AAPL Apple Inc. | 2.86% | 35,204 | $7.4M | Reduce -1.5% |
| MSFT Microsoft Corp. | 2.07% | 11,997 | $5.4M | Reduce -0.2% |
| IVV iShares Core S&P 500 ETF | 1.52% | 7,217 | $3.9M | Add +0.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.05% | 19,088 | $2.7M | No change |
| JNJ Johnson & Johnson | 0.85% | 15,043 | $2.2M | No change |
| GOOGL Alphabet Inc. Class A | 0.58% | 8,320 | $1.5M | Reduce -20.3% |
| NEE Nextera Energy Inc. | 0.57% | 20,923 | $1.5M | Reduce -4.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.53% | 7,968 | $1.4M | Add +0.0% |
| UNH Unitedhealth Group Inc. | 0.51% | 2,577 | $1.3M | No change |
| TBIL F/M US Treasury 3 Month Bill | 0.49% | 25,368 | $1.3M | Add +19.3% |
| GOOG Alphabet Inc. Class C | 0.32% | 4,490 | $824K | No change |
| NOC Northrop Grumman Corp. | 0.31% | 1,868 | $814K | No change |
| AAON Aaon Inc. | 0.30% | 9,000 | $785K | No change |
| XYL Xylem Inc. | 0.26% | 4,885 | $663K | Reduce -7.8% |
| NUBD Nuveen ESG US Aggregate Bond | 0.25% | 30,313 | $661K | Reduce -4.1% |
| HON Honeywell International Inc. | 0.25% | 3,072 | $656K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 1,579 | $642K | No change |
| IWF iShares Russell 1000 Growth | 0.24% | 1,732 | $631K | Add +5.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.24% | 1 | $612K | No change |
| AMZN Amazon.com Inc. | 0.20% | 2,662 | $514K | No change |
| T AT&T Inc. | 0.20% | 26,867 | $513K | Add +7.8% |
| COST Costco Wholesale Corp. | 0.20% | 602 | $512K | No change |
| MCD McDonald's Corp. | 0.20% | 1,999 | $510K | Add +104.2% |
| NDAQ Nasdaq Inc. | 0.19% | 8,305 | $501K | New |
| PG The Procter & Gamble Co. | 0.18% | 2,853 | $470K | No change |
| PAYX Paychex Inc. | 0.18% | 3,944 | $468K | New |
| ABBV Abbvie Inc. | 0.18% | 2,719 | $467K | New |
| SBUX Starbucks Corp. | 0.18% | 5,983 | $466K | Add +102.1% |
| AWK American Water Works Co. Inc. | 0.17% | 3,487 | $450K | Reduce -6.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 907 | $435K | Add +20.9% |
| ESGU iShares ESG Aware MSCI USA | 0.16% | 3,568 | $426K | New |
| MA Mastercard Inc. Class A | 0.16% | 957 | $423K | Reduce -34.8% |
| AXP American Express Co. | 0.15% | 1,686 | $390K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.15% | 6,200 | $388K | New |
| BMY Bristol-Myers Squibb Co. | 0.15% | 9,282 | $385K | New |
| REGN Regeneron Pharmaceuticals | 0.15% | 366 | $385K | Add +6.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.15% | 3,432 | $378K | New |
| CNM Core & Main Inc. Class A | 0.14% | 7,683 | $376K | Reduce -6.1% |
| KKR KKR & Co. Inc. | 0.14% | 3,551 | $374K | No change |
| STN Stantec Inc. | 0.14% | 4,402 | $368K | Reduce -1.4% |
| TTEK Tetra Tech Inc. | 0.14% | 1,738 | $355K | Reduce -12.5% |
| CSX CSX Corp. | 0.13% | 10,156 | $340K | New |
| AOS Smith (a.o.) Corp. | 0.13% | 4,054 | $332K | New |
| WTRG Essential Utilities Inc. | 0.13% | 8,879 | $331K | Reduce -2.9% |
| TSN Tyson Foods Inc. Class A | 0.13% | 5,749 | $328K | New |
| EMR Emerson Electric Co. | 0.12% | 2,929 | $323K | New |
| PRMW Primo Water Corp. | 0.12% | 14,748 | $322K | Reduce -24.5% |
| PNR Pentair PLC | 0.12% | 4,203 | $322K | Add +22.3% |
| NVS Novartis AG-Sponsored ADR | 0.12% | 3,024 | $322K | Add +27.4% |
| CI The Cigna Group | 0.12% | 959 | $318K | Reduce -4.3% |
| J Jacobs Solutions Inc. | 0.12% | 2,253 | $315K | Add +15.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.12% | 3,157 | $313K | New |
| JPM JPMorgan Chase & Co. | 0.12% | 1,547 | $313K | No change |
| VLTO Veralto Corp. | 0.12% | 3,236 | $309K | Add +2.8% |
| IHG Intercontinental Hotels-ADR | 0.12% | 2,900 | $307K | Add +0.9% |
| DE Deere & Co. | 0.12% | 818 | $306K | No change |
| COR Cencora Inc. | 0.12% | 1,355 | $305K | New |
| LLY Eli Lilly & Co. | 0.12% | 332 | $300K | No change |
| COF Capital One Financial Corp. | 0.12% | 2,165 | $300K | New |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.11% | 3,773 | $297K | New |
| LII Lennox International Inc. | 0.11% | 549 | $294K | Reduce -3.4% |
| RPM RPM International Inc. | 0.11% | 2,640 | $284K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.11% | 1,625 | $282K | New |
| LH Labcorp Holdings Inc. | 0.10% | 1,338 | $272K | New |
| BA The Boeing Co. | 0.10% | 1,497 | $272K | Add +36.5% |
| PTC PTC Inc. | 0.10% | 1,484 | $270K | Add +1.7% |
| CTSH Cognizant Tech Solutions-A | 0.10% | 3,953 | $269K | Add +9.3% |
| HLT Hilton Worldwide Holdings Inc. | 0.10% | 1,225 | $267K | Reduce -25.4% |
| HD Home Depot Inc. | 0.10% | 769 | $265K | New |
| TRV The Travelers Cos Inc. | 0.10% | 1,288 | $262K | New |
| V Visa Inc. Class A | 0.10% | 958 | $252K | Reduce -52.1% |
| MRK Merck & Co. Inc. | 0.10% | 2,030 | $251K | New |
| ADP Automatic Data Processing | 0.09% | 1,018 | $244K | Reduce -11.6% |
| CHKP Check Point Software Tech | 0.09% | 1,476 | $243K | No change |
| WTTR Select Water Solutions Inc. | 0.09% | 22,685 | $243K | Add +1.5% |
| SBAC SBA Communications Corp. | 0.09% | 1,233 | $242K | Add +12.6% |
| SYY Sysco Corp. | 0.09% | 3,385 | $242K | New |
| CIG Cia Energetica DE-Spon ADR | 0.09% | 137,108 | $241K | Add +30.8% |
| RTO Rentokil Initial PLC-SP ADR | 0.09% | 7,984 | $237K | Add +17.6% |
| SAP Sap SE-Sponsored ADR | 0.09% | 1,158 | $234K | Reduce -28.0% |
| MS Morgan Stanley | 0.09% | 2,365 | $230K | New |
| IEFA iShares Core MSCI Eafe ETF | 0.09% | 3,132 | $227K | No change |
| NOW ServiceNow Inc. | 0.09% | 289 | $227K | New |
| NTAP Netapp Inc. | 0.09% | 1,763 | $227K | Reduce -15.3% |
| ACN Accenture PLC Class A | 0.09% | 744 | $226K | New |
| RDY Dr. Reddy's Laboratories-ADR | 0.09% | 2,916 | $222K | New |
| VMI Valmont Industries | 0.08% | 799 | $219K | New |
| NGG National Grid PLC-SP ADR | 0.08% | 3,862 | $219K | New |
| WTFC Wintrust Financial Corp. | 0.08% | 2,227 | $219K | Add +1.2% |
| CTAS Cintas Corp. | 0.08% | 305 | $214K | New |
| ADBE Adobe Inc. | 0.08% | 384 | $213K | New |
| ROP Roper Technologies Inc. | 0.08% | 373 | $210K | Reduce -14.3% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.08% | 1,370 | $207K | New |
| TXN Texas Instruments Inc. | 0.08% | 1,062 | $207K | Reduce -10.8% |
| LMT Lockheed Martin Corp. | 0.08% | 442 | $206K | No change |
| NVDA Nvidia Corp. | 0.08% | 1,660 | $205K | New |
Portfolio Sells Q1 2024 → Q2 2024
| VGSH Vanguard Short-Term Treasury | Reduce -0.5% | 39.08% | −0.47 |
| GRID First TRST Nasd Class Edg Sgiif | Reduce -4.4% | 7.71% | −0.33 |
| VGIT Vanguard Intermediate-Term T | Reduce -0.4% | 20.09% | −0.31 |
| AON Aon PLC Class A | Sold out | 0.00% | −0.26 |
| GWW WW Grainger Inc. | Sold out | 0.00% | −0.25 |
| AFL Aflac Inc. | Sold out | 0.00% | −0.19 |
| GE General Electric | Sold out | 0.00% | −0.19 |
| SNA Snap-on Inc. | Sold out | 0.00% | −0.17 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.16 |
| TDG Transdigm Group Inc. | Sold out | 0.00% | −0.15 |
| BRO Brown & Brown Inc. | Sold out | 0.00% | −0.15 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.13 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −0.13 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.13 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -0.7% | 9.74% | −0.12 |
| V Visa Inc. Class A | Reduce -52.1% | 0.10% | −0.12 |
| CNC Centene Corp. | Sold out | 0.00% | −0.12 |
| HPQ HP Inc. | Sold out | 0.00% | −0.12 |
| BJ Bj's Wholesale Club Holdings | Sold out | 0.00% | −0.11 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.11 |
| MA Mastercard Inc. Class A | Reduce -34.8% | 0.16% | −0.11 |
| IT Gartner Inc. | Sold out | 0.00% | −0.11 |
| PSA Public Storage | Sold out | 0.00% | −0.10 |
| CDW CDW Corp. | Sold out | 0.00% | −0.10 |
| POOL Pool Corp. | Sold out | 0.00% | −0.10 |
| TT Trane Technologies PLC | Sold out | 0.00% | −0.10 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −0.09 |
| APH Amphenol Corp. Class A | Sold out | 0.00% | −0.09 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.08 |
| WAT Waters Corp. | Sold out | 0.00% | −0.08 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.08 |
| SIRI Sirius XM Holdings Inc. | Sold out | 0.00% | −0.05 |
| CNM Core & Main Inc. Class A | Reduce -6.1% | 0.14% | −0.04 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -25.4% | 0.10% | −0.03 |
| SAP Sap SE-Sponsored ADR | Reduce -28.0% | 0.09% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -20.3% | 0.58% | −0.03 |
| AXON Axon Enterprise Inc. | Reduce -14.6% | 0.08% | −0.02 |
| CI The Cigna Group | Reduce -4.3% | 0.12% | −0.02 |
| ADP Automatic Data Processing | Reduce -11.6% | 0.09% | −0.02 |
| NUBD Nuveen ESG US Aggregate Bond | Reduce -4.1% | 0.25% | −0.01 |
| PRM Perimeter Solutions SA | Reduce -24.6% | 0.05% | −0.01 |
| PRMW Primo Water Corp. | Reduce -24.5% | 0.12% | −0.01 |
| ROP Roper Technologies Inc. | Reduce -14.3% | 0.08% | −0.01 |
| XYL Xylem Inc. | Reduce -7.8% | 0.26% | −0.01 |
| TTEK Tetra Tech Inc. | Reduce -12.5% | 0.14% | −0.01 |
| WTRG Essential Utilities Inc. | Reduce -2.9% | 0.13% | −0.00 |
| AWK American Water Works Co. Inc. | Reduce -6.4% | 0.17% | −0.00 |
| GLDD Great Lakes Dredge & Dock Co. | Reduce -2.4% | 0.08% | −0.00 |
| STN Stantec Inc. | Reduce -1.4% | 0.14% | −0.00 |
| TXN Texas Instruments Inc. | Reduce -10.8% | 0.08% | −0.00 |
Portfolio Buys Q1 2024 → Q2 2024
| NDAQ Nasdaq Inc. | New | 0.19% | +0.19 |
| PAYX Paychex Inc. | New | 0.18% | +0.18 |
| ABBV Abbvie Inc. | New | 0.18% | +0.18 |
| ESGU iShares ESG Aware MSCI USA | New | 0.16% | +0.16 |
| CMG Chipotle Mexican Grill Inc. | New | 0.15% | +0.15 |
| BMY Bristol-Myers Squibb Co. | New | 0.15% | +0.15 |
| TJX TJX Companies Inc. | New | 0.15% | +0.15 |
| CSX CSX Corp. | New | 0.13% | +0.13 |
| AOS Smith (a.o.) Corp. | New | 0.13% | +0.13 |
| TSN Tyson Foods Inc. Class A | New | 0.13% | +0.13 |
| EMR Emerson Electric Co. | New | 0.12% | +0.12 |
| DIS The Walt Disney Co. | New | 0.12% | +0.12 |
| COR Cencora Inc. | New | 0.12% | +0.12 |
| COF Capital One Financial Corp. | New | 0.12% | +0.12 |
| WRB WR Berkley Corp. | New | 0.11% | +0.11 |
| RPM RPM International Inc. | New | 0.11% | +0.11 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.11% | +0.11 |
| LH Labcorp Holdings Inc. | New | 0.10% | +0.10 |
| HD Home Depot Inc. | New | 0.10% | +0.10 |
| TRV The Travelers Cos Inc. | New | 0.10% | +0.10 |
| MRK Merck & Co. Inc. | New | 0.10% | +0.10 |
| SYY Sysco Corp. | New | 0.09% | +0.09 |
| MCD McDonald's Corp. | Add +104.2% | 0.20% | +0.09 |
| MS Morgan Stanley | New | 0.09% | +0.09 |
| NOW ServiceNow Inc. | New | 0.09% | +0.09 |
| ACN Accenture PLC Class A | New | 0.09% | +0.09 |
| RDY Dr. Reddy's Laboratories-ADR | New | 0.09% | +0.09 |
| NGG National Grid PLC-SP ADR | New | 0.08% | +0.08 |
| VMI Valmont Industries | New | 0.08% | +0.08 |
| CTAS Cintas Corp. | New | 0.08% | +0.08 |
| ADBE Adobe Inc. | New | 0.08% | +0.08 |
| MTB M & T Bank Corp. | New | 0.08% | +0.08 |
| NVDA Nvidia Corp. | New | 0.08% | +0.08 |
| HSBC HSBC Holdings PLC-Spons ADR | New | 0.08% | +0.08 |
| EQIX Equinix Inc. | New | 0.08% | +0.08 |
| SPGI S&P Global Inc. | New | 0.08% | +0.08 |
| TBIL F/M US Treasury 3 Month Bill | Add +19.3% | 0.49% | +0.08 |
| SBUX Starbucks Corp. | Add +102.1% | 0.18% | +0.07 |
| IVV iShares Core S&P 500 ETF | Add +0.0% | 1.52% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +20.9% | 0.17% | +0.04 |
| NVS Novartis AG-Sponsored ADR | Add +27.4% | 0.12% | +0.04 |
| IWF iShares Russell 1000 Growth | Add +5.2% | 0.24% | +0.03 |
| T AT&T Inc. | Add +7.8% | 0.20% | +0.03 |
| BA The Boeing Co. | Add +36.5% | 0.10% | +0.02 |
| REGN Regeneron Pharmaceuticals | Add +6.4% | 0.15% | +0.02 |
| WTTR Select Water Solutions Inc. | Add +1.5% | 0.09% | +0.01 |
| RTO Rentokil Initial PLC-SP ADR | Add +17.6% | 0.09% | +0.01 |
| VLTO Veralto Corp. | Add +2.8% | 0.12% | +0.01 |
| PNR Pentair PLC | Add +22.3% | 0.12% | +0.01 |
| J Jacobs Solutions Inc. | Add +15.8% | 0.12% | +0.01 |
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 |