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

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

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%
NGG National Grid PLC-SP ADR 0.09% 3,759 $223K Add +17.4%
DHR Danaher Corp. 0.09% 961 $221K Add +25.6%
NTAP Netapp Inc. 0.09% 1,900 $221K Add +6.4%
RTO Rentokil Initial PLC-SP ADR 0.09% 8,578 $217K New
SBUX Starbucks Corp. 0.09% 2,365 $216K Add +0.2%
DVY iShares Select Dividend ETF 0.09% 1,643 $216K New
LMT Lockheed Martin Corp. 0.09% 443 $215K Add +0.2%
AVY Avery Dennison Corp. 0.09% 1,149 $215K New
INFY Infosys Ltd.-SP ADR 0.09% 9,735 $213K New
ADP Automatic Data Processing 0.09% 716 $211K Reduce -11.9%
PRM Perimeter Solutions Inc. 0.09% 16,389 $209K Reduce -10.7%
MTB M & T Bank Corp. filed as M & T BK CORP 0.09% 1,109 $209K Reduce -20.3%
VRT Vertiv Holdings Co. Class A 0.09% 1,833 $208K New
LNN Lindsay Corp. 0.09% 1,753 $207K Add +6.1%
GGG Graco Inc. 0.09% 2,456 $207K New
ADSK Autodesk Inc. 0.09% 701 $207K Reduce -4.9%
NOW ServiceNow Inc. 0.09% 195 $207K Reduce -33.2%
IX Orix - Sponsored ADR filed as ORIX CORP 0.09% 1,927 $205K Add +9.2%
BIO Bio-Rad Laboratories-A 0.09% 621 $204K New
CSCO Cisco Systems Inc. 0.09% 3,440 $204K New
IBN Icici Bank Ltd.-Spon ADR 0.09% 6,812 $203K New
SWIM Latham Group Inc. 0.08% 28,901 $201K Reduce -13.7%
FSV Firstservice Corp. 0.08% 1,107 $201K New
WIT Wipro Ltd.-ADR 0.08% 51,639 $183K Add +7.7%
TELFY Telefonica SA-Spon ADR 0.07% 41,311 $166K Add +8.5%
GLDD Great Lakes Dredge & Dock Co. 0.06% 12,851 $145K Reduce -34.4%
GWRS Global Water Resources Inc. 0.05% 10,718 $123K New
LESLIES INC 0.02% 18,310 $41K New

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

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