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

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $258.0M Q1 2024 Q2 2024: $259.4M $259.4M Q2 2024 Q3 2024: $239.9M Q3 2024 Q4 2024: $239.4M Q4 2024 Q1 2025: $376.5M Q1 2025 Q2 2025: $429.2M Q2 2025 Q3 2025: $436.5M Q3 2025

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
HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC 0.08% 4,699 $204K New
AXON Axon Enterprise Inc. 0.08% 694 $204K Reduce -14.6%
EQIX Equinix Inc. 0.08% 266 $203K New
SPGI S&P Global Inc. 0.08% 451 $201K New
GLDD Great Lakes Dredge & Dock Co. 0.08% 22,875 $201K Reduce -2.4%
TELFY Telefonica SA-Spon ADR 0.06% 37,371 $157K Add +0.6%
WIT Wipro Ltd.-ADR 0.06% 23,705 $145K Add +1.6%
PRM Perimeter Solutions SA 0.05% 17,617 $138K Reduce -24.6%
SWIM Latham Group Inc. 0.04% 32,832 $99K Add +0.9%

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

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 128$436.5MVGIT, VOO, QLTY, BIL, GRID
Q2 2025 339$429.2MVGIT, QLTY, VOO, BIL, GRID
Q1 2025 131$376.5MVGIT, QLTY, VOO, BIL, GRID
Q4 2024 128$239.4MVGIT, GRID, BIL, IYW, AAPL
Q3 2024 127$239.9MVGIT, GRID, BIL, IYW, AAPL
Q2 2024 109$259.4MVGSH, VGIT, BIL, GRID, AAPL
Q1 2024 100$258.0MVGSH, VGIT, BIL, GRID, AAPL