Gitterman Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), Gitterman Wealth Management, LLC reported 128 stock positions worth $239.4 million. Its top holding was Vanguard Intermediate-Term T (VGIT) at 43.4% of the portfolio, followed by First TRST Nasd Class Edg Sgiif (GRID, 11.4%) and SS SPDR BB 1-3M T-Bill ETF (BIL, 10.4%). Compared with Q3 2024, it opened 32 new positions, sold out of 31, added to 66 and reduced 25. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +113%) and the biggest sale Novo-Nordisk A/S-Spons ADR (NVO, shares −0%).
- Most Recent 13F
- Q3 2025
- Location
- Edison, NJ
- CIK
- 0001861558
- Portfolio Value
- $239.4M (Q4 2024)
- SEC Filing
- 0001172661-25-000607 ↗ filed Feb 10, 2025
Holdings Value
Holdings 128 stocks · $239.4M
| VGIT Vanguard Intermediate-Term T | 43.45% | 1,793,213 | $104.0M | Add +0.6% |
| GRID First TRST Nasd Class Edg Sgiif | 11.39% | 228,460 | $27.3M | Add +0.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 10.39% | 271,965 | $24.9M | Add +0.0% |
| IYW iShares Ustechnology ETF | 4.12% | 61,811 | $9.9M | Reduce -0.1% |
| AAPL Apple Inc. | 3.61% | 34,505 | $8.6M | Add +0.1% |
| MSFT Microsoft Corp. | 1.98% | 11,219 | $4.7M | Reduce -5.2% |
| IVV iShares Core S&P 500 ETF | 1.81% | 7,346 | $4.3M | Add +0.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.35% | 11,140 | $3.2M | Add +112.8% |
| JNJ Johnson & Johnson | 1.00% | 16,596 | $2.4M | Add +10.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.80% | 8,754 | $1.9M | Add +11.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.69% | 19,088 | $1.6M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 0.67% | 8,436 | $1.6M | Reduce -4.9% |
| NEE Nextera Energy Inc. | 0.66% | 21,917 | $1.6M | Add +3.7% |
| UNH Unitedhealth Group Inc. | 0.55% | 2,580 | $1.3M | Add +0.1% |
| TBIL F/M US Treasury 3 Month Bill | 0.51% | 24,640 | $1.2M | Reduce -1.4% |
| AAON Aaon Inc. | 0.39% | 8,000 | $941K | Reduce -11.1% |
| GOOG Alphabet Inc. Class C | 0.37% | 4,604 | $877K | Add +2.5% |
| NOC Northrop Grumman Corp. | 0.36% | 1,860 | $873K | No change |
| XOM Exxon Mobil Corp. | 0.34% | 7,470 | $803K | Add +0.2% |
| AON Aon PLC Class A | 0.31% | 2,035 | $731K | Add +227.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 1,586 | $719K | Add +0.4% |
| MA Mastercard Inc. Class A | 0.29% | 1,338 | $705K | New |
| T AT&T Inc. | 0.29% | 30,752 | $700K | Add +31.7% |
| IWF iShares Russell 1000 Growth | 0.29% | 1,732 | $696K | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.28% | 1 | $681K | No change |
| NUBD Nuveen ESG US Aggregate Bond | 0.28% | 30,463 | $663K | Add +0.4% |
| HON Honeywell International Inc. | 0.28% | 2,933 | $663K | Reduce -3.2% |
| XYL Xylem Inc. | 0.26% | 5,337 | $619K | Add +0.2% |
| CNM Core & Main Inc. Class A | 0.26% | 12,097 | $616K | Add +16.1% |
| DE Deere & Co. | 0.24% | 1,379 | $584K | Add +68.6% |
| AMZN Amazon.com Inc. | 0.24% | 2,600 | $570K | Reduce -2.3% |
| WM Waste Management Inc. | 0.24% | 2,821 | $569K | Add +155.5% |
| HPQ HP Inc. | 0.22% | 16,396 | $535K | Add +94.7% |
| KKR KKR & Co. Inc. | 0.22% | 3,551 | $525K | No change |
| NVDA Nvidia Corp. | 0.22% | 3,845 | $516K | Add +131.6% |
| COST Costco Wholesale Corp. | 0.21% | 555 | $508K | Reduce -7.8% |
| PG The Procter & Gamble Co. | 0.21% | 2,991 | $501K | Add +4.8% |
| AXP American Express Co. | 0.21% | 1,686 | $500K | No change |
| ED Consolidated Edison Inc. | 0.20% | 5,472 | $488K | Add +148.9% |
| PNR Pentair PLC | 0.20% | 4,724 | $475K | Add +6.6% |
| AWK American Water Works Co. Inc. | 0.20% | 3,797 | $473K | Add +9.6% |
| PRMB Primo Brands Corp. | 0.20% | 15,311 | $471K | Reduce -0.8% |
| VZ Verizon Communications Inc. | 0.19% | 11,453 | $458K | New |
| STN Stantec Inc. | 0.18% | 5,596 | $439K | Add +6.6% |
| DECK Deckers Outdoor Corp. | 0.18% | 2,135 | $434K | New |
| LLY Eli Lilly & Co. | 0.18% | 550 | $424K | Add +65.7% |
| AGG iShares Core U.S. Aggregate | 0.18% | 4,368 | $423K | New |
| VLTO Veralto Corp. | 0.17% | 4,090 | $417K | Add +21.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 794 | $406K | Reduce -11.0% |
| TTEK Tetra Tech Inc. | 0.16% | 9,880 | $394K | Add +24.0% |
| J Jacobs Solutions Inc. | 0.16% | 2,888 | $386K | Add +14.1% |
| POOL Pool Corp. | 0.16% | 1,127 | $385K | Add +52.9% |
| MMM 3M Co. | 0.16% | 2,951 | $381K | Reduce -5.2% |
| WFC Wells Fargo & Co. | 0.16% | 5,377 | $378K | New |
| AXON Axon Enterprise Inc. | 0.16% | 628 | $373K | Reduce -10.3% |
| JPM JPMorgan Chase & Co. | 0.16% | 1,557 | $373K | Add +0.7% |
| WTRG Essential Utilities Inc. | 0.16% | 10,243 | $372K | Add +11.1% |
| AZO AutoZone Inc. | 0.15% | 114 | $365K | Add +39.0% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.15% | 4,734 | $364K | Reduce -1.4% |
| HLT Hilton Worldwide Holdings Inc. | 0.15% | 1,441 | $356K | New |
| BSX Boston Scientific Corp. | 0.15% | 3,959 | $354K | Add +4.4% |
| PCAR Paccar Inc. | 0.15% | 3,392 | $353K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.14% | 2,846 | $344K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.14% | 1,725 | $341K | Add +8.8% |
| RPM RPM International Inc. | 0.14% | 2,762 | $340K | Add +2.5% |
| TSN Tyson Foods Inc. Class A | 0.14% | 5,757 | $331K | New |
| NVS Novartis AG-Sponsored ADR | 0.14% | 3,324 | $323K | Add +8.1% |
| ORLY O'reilly Automotive Inc. | 0.13% | 269 | $319K | New |
| SAP Sap SE-Sponsored ADR | 0.13% | 1,283 | $316K | Add +9.1% |
| HIG Hartford Insurance Group Inc. | 0.13% | 2,875 | $315K | Add +6.7% |
| V Visa Inc. Class A | 0.13% | 989 | $313K | Add +2.1% |
| EG Everest Group Ltd. | 0.13% | 850 | $308K | New |
| CTSH Cognizant Tech Solutions-A | 0.13% | 4,005 | $308K | New |
| MS Morgan Stanley | 0.12% | 2,373 | $298K | Add +0.3% |
| WTFC Wintrust Financial Corp. | 0.12% | 2,373 | $296K | Add +5.0% |
| CHKP Check Point Software Tech | 0.12% | 1,533 | $286K | Add +3.2% |
| MCD McDonald's Corp. | 0.12% | 981 | $284K | Add +0.2% |
| ZWS Zurn Elkay Water Solutions C | 0.12% | 7,472 | $279K | Add +27.3% |
| IHG Intercontinental Hotels-ADR | 0.12% | 2,228 | $278K | Reduce -24.0% |
| CI The Cigna Group | 0.11% | 982 | $271K | New |
| CIG Cia Energetica DE-Spon ADR | 0.11% | 150,976 | $267K | Add +8.0% |
| SBAC SBA Communications Corp. | 0.11% | 1,310 | $267K | Add +14.1% |
| ABBV Abbvie Inc. | 0.11% | 1,497 | $266K | New |
| BA The Boeing Co. | 0.11% | 1,501 | $266K | Add +0.3% |
| BBY Best Buy Co. Inc. | 0.11% | 3,066 | $263K | New |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.11% | 5,189 | $257K | Add +9.0% |
| FBTC Fidelity Wise Origin Bitcoin | 0.11% | 3,111 | $254K | New |
| VGSH Vanguard Short-Term Treasury | 0.11% | 4,327 | $252K | Reduce -7.7% |
| RDY Dr. Reddy's Laboratories-ADR | 0.10% | 15,924 | $251K | Add +7.5% |
| PSO Pearson PLC-Sponsored ADR | 0.10% | 15,397 | $248K | Add +9.0% |
| SPGI S&P Global Inc. | 0.10% | 483 | $241K | Add +5.7% |
| WTTR Select Water Solutions Inc. | 0.10% | 18,046 | $239K | Reduce -11.7% |
| TYL Tyler Technologies Inc. | 0.10% | 410 | $236K | Add +6.5% |
| MRK Merck & Co. Inc. | 0.10% | 2,320 | $231K | Add +15.6% |
| SKM SK Telecom Co. Ltd.-Spon ADR | 0.10% | 10,964 | $231K | New |
| NDAQ Nasdaq Inc. | 0.10% | 2,980 | $230K | Add +2.0% |
| RY Royal Bank of Canada | 0.10% | 1,907 | $230K | New |
| AMGN Amgen Inc. | 0.10% | 873 | $228K | New |
| SNA Snap-on Inc. | 0.09% | 666 | $227K | New |
| EQIX Equinix Inc. | 0.09% | 238 | $227K | Reduce -14.1% |
Portfolio Sells Q3 2024 → Q4 2024
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -0.4% | 0.69% | −0.27 |
| PTC PTC Inc. | Sold out | 0.00% | −0.21 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.19 |
| EBAY eBay Inc. | Sold out | 0.00% | −0.15 |
| MSFT Microsoft Corp. | Reduce -5.2% | 1.98% | −0.15 |
| LII Lennox International Inc. | Sold out | 0.00% | −0.14 |
| AOS Smith (a.o.) Corp. | Sold out | 0.00% | −0.14 |
| KR Kroger Co. | Sold out | 0.00% | −0.14 |
| SYY Sysco Corp. | Sold out | 0.00% | −0.14 |
| AKAM Akamai Technologies Inc. | Sold out | 0.00% | −0.13 |
| IEX Idex Corp. | Sold out | 0.00% | −0.13 |
| WAB Wabtec Corp. | Sold out | 0.00% | −0.13 |
| PRU Prudential Financial Inc. | Sold out | 0.00% | −0.13 |
| COR Cencora Inc. | Sold out | 0.00% | −0.12 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.12 |
| RJF Raymond James Financial Inc. | Sold out | 0.00% | −0.12 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.12 |
| AMP Ameriprise Financial Inc. | Sold out | 0.00% | −0.11 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.11 |
| AFL Aflac Inc. | Sold out | 0.00% | −0.10 |
| SYF Synchrony Financial | Sold out | 0.00% | −0.10 |
| FMC FMC Corp. | Sold out | 0.00% | −0.10 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.10 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.10 |
| CTLT Catalent Inc. | Sold out | 0.00% | −0.10 |
| ITW Illinois Tool Works | Sold out | 0.00% | −0.10 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.09 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.09 |
| HUBB Hubbell Inc. | Sold out | 0.00% | −0.09 |
| ROP Roper Technologies Inc. | Sold out | 0.00% | −0.09 |
| EXP Eagle Materials Inc. | Sold out | 0.00% | −0.09 |
| ICUI Icu Medical Inc. | Sold out | 0.00% | −0.09 |
| WMS Advanced Drainage Systems Inc. | Sold out | 0.00% | −0.09 |
| GLDD Great Lakes Dredge & Dock Co. | Reduce -34.4% | 0.06% | −0.03 |
| NOW ServiceNow Inc. | Reduce -33.2% | 0.09% | −0.02 |
| IHG Intercontinental Hotels-ADR | Reduce -24.0% | 0.12% | −0.02 |
| MMM 3M Co. | Reduce -5.2% | 0.16% | −0.02 |
| MTB M & T Bank Corp. | Reduce -20.3% | 0.09% | −0.02 |
| PRM Perimeter Solutions Inc. | Reduce -10.7% | 0.09% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -11.0% | 0.17% | −0.01 |
| AAON Aaon Inc. | Reduce -11.1% | 0.39% | −0.01 |
| SWIM Latham Group Inc. | Reduce -13.7% | 0.08% | −0.01 |
| VGSH Vanguard Short-Term Treasury | Reduce -7.7% | 0.11% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -7.8% | 0.21% | −0.01 |
| EQIX Equinix Inc. | Reduce -14.1% | 0.09% | −0.01 |
| TBIL F/M US Treasury 3 Month Bill | Reduce -1.4% | 0.51% | −0.01 |
| ADP Automatic Data Processing | Reduce -11.9% | 0.09% | −0.01 |
| ADSK Autodesk Inc. | Reduce -4.9% | 0.09% | +0.00 |
| WTTR Select Water Solutions Inc. | Reduce -11.7% | 0.10% | +0.01 |
| BNY Bank of New York Mellon Corp. | Reduce -1.4% | 0.15% | +0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| VTI VG Morningstar TS MKT ETF-US | Add +112.8% | 1.35% | +0.73 |
| MA Mastercard Inc. Class A | New | 0.29% | +0.29 |
| AAPL Apple Inc. | Add +0.1% | 3.61% | +0.26 |
| AON Aon PLC Class A | Add +227.2% | 0.31% | +0.22 |
| VZ Verizon Communications Inc. | New | 0.19% | +0.19 |
| DECK Deckers Outdoor Corp. | New | 0.18% | +0.18 |
| AGG iShares Core U.S. Aggregate | New | 0.18% | +0.18 |
| WFC Wells Fargo & Co. | New | 0.16% | +0.16 |
| HLT Hilton Worldwide Holdings Inc. | New | 0.15% | +0.15 |
| PCAR Paccar Inc. | New | 0.15% | +0.15 |
| TJX TJX Companies Inc. | New | 0.14% | +0.14 |
| WM Waste Management Inc. | Add +155.5% | 0.24% | +0.14 |
| TSN Tyson Foods Inc. Class A | New | 0.14% | +0.14 |
| ORLY O'reilly Automotive Inc. | New | 0.13% | +0.13 |
| NVDA Nvidia Corp. | Add +131.6% | 0.22% | +0.13 |
| EG Everest Group Ltd. | New | 0.13% | +0.13 |
| CTSH Cognizant Tech Solutions-A | New | 0.13% | +0.13 |
| CI The Cigna Group | New | 0.11% | +0.11 |
| ABBV Abbvie Inc. | New | 0.11% | +0.11 |
| BBY Best Buy Co. Inc. | New | 0.11% | +0.11 |
| ED Consolidated Edison Inc. | Add +148.9% | 0.20% | +0.11 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.11% | +0.11 |
| DE Deere & Co. | Add +68.6% | 0.24% | +0.10 |
| HPQ HP Inc. | Add +94.7% | 0.22% | +0.10 |
| SKM SK Telecom Co. Ltd.-Spon ADR | New | 0.10% | +0.10 |
| RY Royal Bank of Canada | New | 0.10% | +0.10 |
| AMGN Amgen Inc. | New | 0.10% | +0.10 |
| SNA Snap-on Inc. | New | 0.09% | +0.09 |
| RTO Rentokil Initial PLC-SP ADR | New | 0.09% | +0.09 |
| DVY iShares Select Dividend ETF | New | 0.09% | +0.09 |
| AVY Avery Dennison Corp. | New | 0.09% | +0.09 |
| INFY Infosys Ltd.-SP ADR | New | 0.09% | +0.09 |
| VRT Vertiv Holdings Co. Class A | New | 0.09% | +0.09 |
| GGG Graco Inc. | New | 0.09% | +0.09 |
| BIO Bio-Rad Laboratories-A | New | 0.09% | +0.09 |
| CSCO Cisco Systems Inc. | New | 0.09% | +0.09 |
| IBN Icici Bank Ltd.-Spon ADR | New | 0.09% | +0.09 |
| FSV Firstservice Corp. | New | 0.08% | +0.08 |
| IBM Intl Business Machines Corp. | Add +11.5% | 0.80% | +0.08 |
| T AT&T Inc. | Add +31.7% | 0.29% | +0.08 |
| CNM Core & Main Inc. Class A | Add +16.1% | 0.26% | +0.06 |
| LLY Eli Lilly & Co. | Add +65.7% | 0.18% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +2.5% | 0.37% | +0.05 |
| GWRS Global Water Resources Inc. | New | 0.05% | +0.05 |
| AZO AutoZone Inc. | Add +39.0% | 0.15% | +0.04 |
| POOL Pool Corp. | Add +52.9% | 0.16% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +0.0% | 1.81% | +0.04 |
| ZWS Zurn Elkay Water Solutions C | Add +27.3% | 0.12% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +8.8% | 0.14% | +0.03 |
| PSO Pearson PLC-Sponsored ADR | Add +9.0% | 0.10% | +0.02 |
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 |