Gitterman Wealth Management, LLC

Name: Gitterman Wealth Management, LLC 13F holdings, Q3 2024
Creator: Gitterman Wealth Management, LLC
Published: 2024-11-13

Q3 2025Q2 2025Q1 2025Q4 2024Q2 2024Q1 2024

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%
SWIM Latham Group Inc.	0.10%	33,502	$228K	Add +2.0%
BA The Boeing Co.	0.09%	1,497	$228K	No change
WTTR Select Water Solutions Inc.	0.09%	20,439	$227K	Reduce -9.9%
ADP Automatic Data Processing	0.09%	813	$226K	Reduce -20.1%
TYL Tyler Technologies Inc.	0.09%	385	$225K	New
NGG National Grid PLC-SP ADR	0.09%	3,202	$223K	Reduce -17.1%
NTAP Netapp Inc.	0.09%	1,786	$221K	Add +1.3%
TXN Texas Instruments Inc.	0.09%	1,062	$219K	No change
AMAT Applied Materials Inc.	0.09%	1,080	$218K	New
AON Aon PLC Class A	0.09%	622	$215K	New
HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC	0.09%	4,760	$215K	Add +1.3%
HUBB Hubbell Inc.	0.09%	501	$215K	New
NDAQ Nasdaq Inc.	0.09%	2,921	$213K	Reduce -64.8%
DHR Danaher Corp.	0.09%	765	$213K	New
ZWS Zurn Elkay Water Solutions C	0.09%	5,869	$211K	New
ROP Roper Technologies Inc.	0.09%	378	$211K	Add +1.3%
EXP Eagle Materials Inc.	0.09%	730	$210K	New
ICUI Icu Medical Inc.	0.09%	1,148	$209K	New
WMS Advanced Drainage Systems Inc.	0.09%	1,311	$206K	New
GLDD Great Lakes Dredge & Dock Co.	0.09%	19,588	$206K	Reduce -14.4%
LNN Lindsay Corp.	0.09%	1,652	$206K	New
IX Orix - Sponsored ADR filed as ORIX CORP	0.09%	1,765	$205K	New
ADSK Autodesk Inc.	0.08%	737	$203K	New
NVDA Nvidia Corp.	0.08%	1,660	$202K	No change
PSO Pearson PLC-Sponsored ADR	0.08%	14,121	$192K	New
TELFY Telefonica SA-Spon ADR	0.08%	38,065	$185K	Add +1.9%
WIT Wipro Ltd.-ADR	0.06%	23,979	$155K	Add +1.2%

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