Gitterman Wealth Management, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Gitterman Wealth Management, LLC reported 127 stock positions worth $239.9 million. Its top holding was Vanguard Intermediate-Term T (VGIT) at 44.9% of the portfolio, followed by First TRST Nasd Class Edg Sgiif (GRID, 12.1%) and SS SPDR BB 1-3M T-Bill ETF (BIL, 10.4%). Compared with Q2 2024, it opened 41 new positions, sold out of 23, added to 40 and reduced 26. The biggest buy was Vanguard Intermediate-Term T (VGIT, shares +99%) and the biggest sale Vanguard Short-Term Treasury (VGSH, shares −100%).
- Most Recent 13F
- Q3 2025
- Location
- Edison, NJ
- CIK
- 0001861558
- Portfolio Value
- $239.9M (Q3 2024)
- SEC Filing
- 0001172661-24-004642 ↗ filed Nov 13, 2024
Holdings Value
Holdings 127 stocks · $239.9M
| VGIT Vanguard Intermediate-Term T | 44.91% | 1,783,045 | $107.7M | Add +99.2% |
| GRID First TRST Nasd Class Edg Sgiif | 12.06% | 227,335 | $28.9M | Add +31.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 10.41% | 271,920 | $25.0M | Reduce -1.3% |
| IYW iShares Ustechnology ETF | 3.91% | 61,874 | $9.4M | New |
| AAPL Apple Inc. | 3.35% | 34,469 | $8.0M | Reduce -2.1% |
| MSFT Microsoft Corp. | 2.12% | 11,835 | $5.1M | Reduce -1.4% |
| IVV iShares Core S&P 500 ETF | 1.77% | 7,344 | $4.2M | Add +1.8% |
| JNJ Johnson & Johnson | 1.02% | 15,043 | $2.4M | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.95% | 19,166 | $2.3M | Add +0.4% |
| NEE Nextera Energy Inc. | 0.74% | 21,136 | $1.8M | Add +1.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.72% | 7,854 | $1.7M | Reduce -1.4% |
| UNH Unitedhealth Group Inc. | 0.63% | 2,577 | $1.5M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.62% | 5,234 | $1.5M | New |
| GOOGL Alphabet Inc. Class A | 0.61% | 8,874 | $1.5M | Add +6.7% |
| TBIL F/M US Treasury 3 Month Bill | 0.52% | 24,978 | $1.2M | Reduce -1.5% |
| NOC Northrop Grumman Corp. | 0.41% | 1,860 | $982K | Reduce -0.4% |
| AAON Aaon Inc. | 0.40% | 9,000 | $971K | No change |
| XOM Exxon Mobil Corp. | 0.36% | 7,455 | $874K | New |
| GOOG Alphabet Inc. Class C | 0.31% | 4,490 | $751K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 1,579 | $727K | No change |
| XYL Xylem Inc. | 0.30% | 5,328 | $720K | Add +9.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.29% | 1 | $691K | No change |
| NUBD Nuveen ESG US Aggregate Bond | 0.29% | 30,353 | $689K | Add +0.1% |
| IWF iShares Russell 1000 Growth | 0.27% | 1,732 | $650K | No change |
| HON Honeywell International Inc. | 0.26% | 3,030 | $626K | Reduce -1.4% |
| COST Costco Wholesale Corp. | 0.22% | 602 | $534K | No change |
| T AT&T Inc. | 0.21% | 23,347 | $514K | Reduce -13.1% |
| AWK American Water Works Co. Inc. | 0.21% | 3,465 | $507K | Reduce -0.6% |
| AMZN Amazon.com Inc. | 0.21% | 2,662 | $496K | No change |
| PG The Procter & Gamble Co. | 0.21% | 2,853 | $494K | No change |
| PTC PTC Inc. | 0.21% | 2,725 | $492K | Add +83.6% |
| KKR KKR & Co. Inc. | 0.19% | 3,551 | $464K | No change |
| CNM Core & Main Inc. Class A | 0.19% | 10,424 | $463K | Add +35.7% |
| AXP American Express Co. | 0.19% | 1,686 | $457K | No change |
| HD Home Depot Inc. | 0.19% | 1,123 | $455K | Add +46.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 892 | $435K | Reduce -1.6% |
| PNR Pentair PLC | 0.18% | 4,431 | $433K | Add +5.4% |
| MMM 3M Co. | 0.18% | 3,112 | $426K | New |
| STN Stantec Inc. | 0.18% | 5,248 | $422K | Add +19.2% |
| PRMW Primo Water Corp. | 0.16% | 15,440 | $390K | Add +4.7% |
| TTEK Tetra Tech Inc. | 0.16% | 7,969 | $376K | Reduce -8.3% |
| VLTO Veralto Corp. | 0.16% | 3,356 | $376K | Add +3.7% |
| EBAY eBay Inc. | 0.15% | 5,681 | $370K | New |
| WTRG Essential Utilities Inc. | 0.15% | 9,223 | $356K | Add +3.9% |
| NVS Novartis AG-Sponsored ADR | 0.15% | 3,075 | $354K | Add +1.7% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.14% | 4,799 | $345K | New |
| DE Deere & Co. | 0.14% | 818 | $341K | No change |
| LII Lennox International Inc. | 0.14% | 561 | $340K | Add +2.2% |
| AOS Smith (a.o.) Corp. | 0.14% | 3,755 | $337K | Reduce -7.4% |
| J Jacobs Solutions Inc. | 0.14% | 2,532 | $332K | Add +12.4% |
| KR Kroger Co. | 0.14% | 5,724 | $328K | New |
| SYY Sysco Corp. | 0.14% | 4,198 | $328K | Add +24.0% |
| JPM JPMorgan Chase & Co. | 0.14% | 1,547 | $326K | No change |
| RPM RPM International Inc. | 0.14% | 2,694 | $326K | Add +2.0% |
| IHG Intercontinental Hotels-ADR | 0.14% | 2,933 | $324K | Add +1.1% |
| AKAM Akamai Technologies Inc. | 0.13% | 3,196 | $323K | New |
| IEX Idex Corp. | 0.13% | 1,484 | $319K | New |
| BSX Boston Scientific Corp. | 0.13% | 3,791 | $318K | New |
| WAB Wabtec Corp. | 0.13% | 1,745 | $317K | New |
| HIG Hartford Insurance Group Inc. | 0.13% | 2,695 | $317K | New |
| HPQ HP Inc. | 0.13% | 8,423 | $302K | New |
| PRU Prudential Financial Inc. | 0.13% | 2,489 | $302K | New |
| MCD McDonald's Corp. | 0.12% | 979 | $298K | Reduce -51.0% |
| COR Cencora Inc. | 0.12% | 1,320 | $297K | Reduce -2.6% |
| CVS CVS Health Corp. | 0.12% | 4,690 | $295K | New |
| LLY Eli Lilly & Co. | 0.12% | 332 | $294K | No change |
| RJF Raymond James Financial Inc. | 0.12% | 2,361 | $289K | New |
| CIG Cia Energetica DE-Spon ADR | 0.12% | 139,861 | $288K | Add +2.0% |
| CHKP Check Point Software Tech | 0.12% | 1,485 | $286K | Add +0.6% |
| CMG Chipotle Mexican Grill Inc. | 0.12% | 4,944 | $285K | Reduce -20.3% |
| AXON Axon Enterprise Inc. | 0.12% | 700 | $280K | Add +0.9% |
| POOL Pool Corp. | 0.12% | 737 | $279K | New |
| VGSH Vanguard Short-Term Treasury | 0.12% | 4,688 | $277K | Reduce -99.7% |
| SBAC SBA Communications Corp. | 0.12% | 1,148 | $276K | Reduce -6.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.11% | 1,586 | $276K | Reduce -2.4% |
| AMP Ameriprise Financial Inc. | 0.11% | 579 | $272K | New |
| SAP Sap SE-Sponsored ADR | 0.11% | 1,176 | $270K | Add +1.6% |
| V Visa Inc. Class A | 0.11% | 969 | $267K | Add +1.1% |
| NOW ServiceNow Inc. | 0.11% | 292 | $261K | Add +1.0% |
| GS Goldman Sachs Group Inc. | 0.11% | 524 | $260K | New |
| LMT Lockheed Martin Corp. | 0.11% | 442 | $258K | No change |
| AZO AutoZone Inc. | 0.11% | 82 | $258K | New |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.10% | 1,392 | $248K | Add +1.6% |
| EQIX Equinix Inc. | 0.10% | 277 | $248K | Add +4.1% |
| AFL Aflac Inc. | 0.10% | 2,208 | $247K | New |
| PRM Perimeter Solutions SA | 0.10% | 18,355 | $247K | Add +4.2% |
| MS Morgan Stanley | 0.10% | 2,365 | $247K | No change |
| WTFC Wintrust Financial Corp. | 0.10% | 2,260 | $245K | Add +1.5% |
| SYF Synchrony Financial | 0.10% | 4,804 | $240K | New |
| FMC FMC Corp. | 0.10% | 3,585 | $236K | New |
| SPGI S&P Global Inc. | 0.10% | 457 | $236K | Add +1.3% |
| RDY Dr. Reddy's Laboratories-ADR | 0.10% | 2,964 | $236K | Add +1.6% |
| LOW Lowe's Cos Inc. | 0.10% | 862 | $234K | New |
| BMY Bristol-Myers Squibb Co. | 0.10% | 4,449 | $230K | Reduce -52.1% |
| SBUX Starbucks Corp. | 0.10% | 2,360 | $230K | Reduce -60.5% |
| CTLT Catalent Inc. | 0.10% | 3,795 | $230K | New |
| ITW Illinois Tool Works | 0.10% | 877 | $230K | New |
| WM Waste Management Inc. | 0.10% | 1,104 | $229K | New |
| ED Consolidated Edison Inc. | 0.10% | 2,198 | $229K | New |
| MRK Merck & Co. Inc. | 0.10% | 2,007 | $228K | Reduce -1.1% |
Portfolio Sells Q2 2024 → Q3 2024
| VGSH Vanguard Short-Term Treasury | Reduce -99.7% | 0.12% | −38.97 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.18 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.18 |
| ESGU iShares ESG Aware MSCI USA | Sold out | 0.00% | −0.16 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.16 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.15 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −0.15 |
| CSX CSX Corp. | Sold out | 0.00% | −0.13 |
| TSN Tyson Foods Inc. Class A | Sold out | 0.00% | −0.13 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.12 |
| CI The Cigna Group | Sold out | 0.00% | −0.12 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.12 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.12 |
| WRB WR Berkley Corp. | Sold out | 0.00% | −0.11 |
| LH Labcorp Holdings Inc. | Sold out | 0.00% | −0.10 |
| NDAQ Nasdaq Inc. | Reduce -64.8% | 0.09% | −0.10 |
| CTSH Cognizant Tech Solutions-A | Sold out | 0.00% | −0.10 |
| HLT Hilton Worldwide Holdings Inc. | Sold out | 0.00% | −0.10 |
| TRV The Travelers Cos Inc. | Sold out | 0.00% | −0.10 |
| RTO Rentokil Initial PLC-SP ADR | Sold out | 0.00% | −0.09 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.09 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.09 |
| VMI Valmont Industries | Sold out | 0.00% | −0.08 |
| SBUX Starbucks Corp. | Reduce -60.5% | 0.10% | −0.08 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.08 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.08 |
| MCD McDonald's Corp. | Reduce -51.0% | 0.12% | −0.07 |
| BMY Bristol-Myers Squibb Co. | Reduce -52.1% | 0.10% | −0.05 |
| CMG Chipotle Mexican Grill Inc. | Reduce -20.3% | 0.12% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -1.1% | 0.10% | −0.00 |
| ADP Automatic Data Processing | Reduce -20.1% | 0.09% | +0.00 |
| WTTR Select Water Solutions Inc. | Reduce -9.9% | 0.09% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -2.4% | 0.11% | +0.01 |
| COR Cencora Inc. | Reduce -2.6% | 0.12% | +0.01 |
| HON Honeywell International Inc. | Reduce -1.4% | 0.26% | +0.01 |
| NGG National Grid PLC-SP ADR | Reduce -17.1% | 0.09% | +0.01 |
| GLDD Great Lakes Dredge & Dock Co. | Reduce -14.4% | 0.09% | +0.01 |
| AOS Smith (a.o.) Corp. | Reduce -7.4% | 0.14% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.6% | 0.18% | +0.01 |
| T AT&T Inc. | Reduce -13.1% | 0.21% | +0.02 |
| TTEK Tetra Tech Inc. | Reduce -8.3% | 0.16% | +0.02 |
| SBAC SBA Communications Corp. | Reduce -6.9% | 0.12% | +0.02 |
| TBIL F/M US Treasury 3 Month Bill | Reduce -1.5% | 0.52% | +0.03 |
| AWK American Water Works Co. Inc. | Reduce -0.6% | 0.21% | +0.04 |
| MSFT Microsoft Corp. | Reduce -1.4% | 2.12% | +0.06 |
| NOC Northrop Grumman Corp. | Reduce -0.4% | 0.41% | +0.10 |
| IBM Intl Business Machines Corp. | Reduce -1.4% | 0.72% | +0.19 |
| AAPL Apple Inc. | Reduce -2.1% | 3.35% | +0.49 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -1.3% | 10.41% | +0.67 |
Portfolio Buys Q2 2024 → Q3 2024
| VGIT Vanguard Intermediate-Term T | Add +99.2% | 44.91% | +24.82 |
| GRID First TRST Nasd Class Edg Sgiif | Add +31.4% | 12.06% | +4.35 |
| IYW iShares Ustechnology ETF | New | 3.91% | +3.91 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.62% | +0.62 |
| XOM Exxon Mobil Corp. | New | 0.36% | +0.36 |
| IVV iShares Core S&P 500 ETF | Add +1.8% | 1.77% | +0.24 |
| MMM 3M Co. | New | 0.18% | +0.18 |
| NEE Nextera Energy Inc. | Add +1.0% | 0.74% | +0.17 |
| EBAY eBay Inc. | New | 0.15% | +0.15 |
| BNY Bank of New York Mellon Corp. | New | 0.14% | +0.14 |
| KR Kroger Co. | New | 0.14% | +0.14 |
| AKAM Akamai Technologies Inc. | New | 0.13% | +0.13 |
| IEX Idex Corp. | New | 0.13% | +0.13 |
| BSX Boston Scientific Corp. | New | 0.13% | +0.13 |
| WAB Wabtec Corp. | New | 0.13% | +0.13 |
| HIG Hartford Insurance Group Inc. | New | 0.13% | +0.13 |
| HPQ HP Inc. | New | 0.13% | +0.13 |
| PRU Prudential Financial Inc. | New | 0.13% | +0.13 |
| CVS CVS Health Corp. | New | 0.12% | +0.12 |
| RJF Raymond James Financial Inc. | New | 0.12% | +0.12 |
| POOL Pool Corp. | New | 0.12% | +0.12 |
| AMP Ameriprise Financial Inc. | New | 0.11% | +0.11 |
| GS Goldman Sachs Group Inc. | New | 0.11% | +0.11 |
| AZO AutoZone Inc. | New | 0.11% | +0.11 |
| AFL Aflac Inc. | New | 0.10% | +0.10 |
| PTC PTC Inc. | Add +83.6% | 0.21% | +0.10 |
| SYF Synchrony Financial | New | 0.10% | +0.10 |
| FMC FMC Corp. | New | 0.10% | +0.10 |
| LOW Lowe's Cos Inc. | New | 0.10% | +0.10 |
| CTLT Catalent Inc. | New | 0.10% | +0.10 |
| ITW Illinois Tool Works | New | 0.10% | +0.10 |
| WM Waste Management Inc. | New | 0.10% | +0.10 |
| ED Consolidated Edison Inc. | New | 0.10% | +0.10 |
| TYL Tyler Technologies Inc. | New | 0.09% | +0.09 |
| AMAT Applied Materials Inc. | New | 0.09% | +0.09 |
| AON Aon PLC Class A | New | 0.09% | +0.09 |
| HUBB Hubbell Inc. | New | 0.09% | +0.09 |
| DHR Danaher Corp. | New | 0.09% | +0.09 |
| ZWS Zurn Elkay Water Solutions C | New | 0.09% | +0.09 |
| HD Home Depot Inc. | Add +46.0% | 0.19% | +0.09 |
| EXP Eagle Materials Inc. | New | 0.09% | +0.09 |
| ICUI Icu Medical Inc. | New | 0.09% | +0.09 |
| WMS Advanced Drainage Systems Inc. | New | 0.09% | +0.09 |
| LNN Lindsay Corp. | New | 0.09% | +0.09 |
| IX Orix - Sponsored ADR | New | 0.09% | +0.09 |
| ADSK Autodesk Inc. | New | 0.08% | +0.08 |
| PSO Pearson PLC-Sponsored ADR | New | 0.08% | +0.08 |
| SWIM Latham Group Inc. | Add +2.0% | 0.10% | +0.06 |
| PNR Pentair PLC | Add +5.4% | 0.18% | +0.06 |
| PRM Perimeter Solutions SA | Add +4.2% | 0.10% | +0.05 |
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 |