Gitterman Wealth Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Gitterman Wealth Management, LLC reported 131 stock positions worth $376.5 million. Its top holding was Vanguard Intermediate-Term T (VGIT) at 21.6% of the portfolio, followed by GMO U.S. Quality ETF (QLTY, 13.1%) and Vanguard S&P 500 ETF (VOO, 13.0%). Compared with Q4 2024, it opened 34 new positions, sold out of 31, added to 61 and reduced 29. The biggest buy was a new position in GMO U.S. Quality ETF (QLTY) and the biggest sale Vanguard Intermediate-Term T (VGIT, shares −24%).
- Most Recent 13F
- Q3 2025
- Location
- Edison, NJ
- CIK
- 0001861558
- Portfolio Value
- $376.5M (Q1 2025)
- SEC Filing
- 0001172661-25-001806 ↗ filed May 14, 2025
Holdings Value
Holdings 131 stocks · $376.5M
| VGIT Vanguard Intermediate-Term T | 21.62% | 1,370,356 | $81.4M | Reduce -23.6% |
| QLTY GMO U.S. Quality ETF | 13.11% | 1,579,109 | $49.4M | New |
| VOO Vanguard S&P 500 ETF | 13.03% | 95,426 | $49.0M | New |
| BIL SS SPDR BB 1-3M T-Bill ETF | 9.82% | 403,025 | $37.0M | Add +48.2% |
| GRID First TRST Nasd Class Edg Sgiif | 7.33% | 244,088 | $27.6M | Add +6.8% |
| PHO Invesco Water Resources ETF | 6.23% | 363,423 | $23.4M | New |
| GLD SPDR Gold Shares | 6.07% | 79,279 | $22.8M | New |
| HEFA Isha Curr Hedged MSCI Eafe | 4.17% | 432,513 | $15.7M | New |
| AAPL Apple Inc. | 1.91% | 32,323 | $7.2M | Reduce -6.3% |
| VTI VG Morningstar TS MKT ETF-US | 1.17% | 15,999 | $4.4M | Add +43.6% |
| MSFT Microsoft Corp. | 1.12% | 11,246 | $4.2M | Add +0.2% |
| IVV iShares Core S&P 500 ETF | 1.10% | 7,348 | $4.1M | Add +0.0% |
| JNJ Johnson & Johnson | 0.62% | 14,014 | $2.3M | Reduce -15.6% |
| NEE Nextera Energy Inc. | 0.41% | 21,974 | $1.6M | Add +0.3% |
| UNH Unitedhealth Group Inc. | 0.36% | 2,585 | $1.4M | Add +0.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.35% | 19,098 | $1.3M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 0.35% | 8,491 | $1.3M | Add +0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.29% | 4,441 | $1.1M | Reduce -49.3% |
| NOC Northrop Grumman Corp. | 0.25% | 1,860 | $952K | No change |
| XOM Exxon Mobil Corp. | 0.24% | 7,470 | $888K | No change |
| TBIL F/M US Treasury 3 Month Bill | 0.23% | 17,284 | $864K | Reduce -29.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.21% | 1 | $798K | No change |
| NUBD Nuveen ESG US Aggregate Bond | 0.20% | 34,704 | $770K | Add +13.9% |
| IWF iShares Russell 1000 Growth | 0.20% | 2,111 | $762K | Add +21.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 1,420 | $756K | Reduce -10.5% |
| MA Mastercard Inc. Class A | 0.20% | 1,377 | $755K | Add +2.9% |
| AAON Aaon Inc. | 0.20% | 9,529 | $745K | Add +19.1% |
| NVDA Nvidia Corp. | 0.20% | 6,814 | $739K | Add +77.2% |
| GOOG Alphabet Inc. Class C | 0.19% | 4,644 | $726K | Add +0.9% |
| XYL Xylem Inc. | 0.18% | 5,828 | $696K | Add +9.2% |
| V Visa Inc. Class A | 0.18% | 1,898 | $666K | Add +91.9% |
| ED Consolidated Edison Inc. | 0.17% | 5,794 | $641K | Add +5.9% |
| AGG iShares Core U.S. Aggregate | 0.17% | 6,314 | $625K | Add +44.5% |
| SBUX Starbucks Corp. | 0.16% | 5,963 | $585K | Add +152.1% |
| AWK American Water Works Co. Inc. | 0.15% | 3,953 | $583K | Add +4.1% |
| HON Honeywell International Inc. | 0.15% | 2,737 | $580K | Reduce -6.7% |
| LLY Eli Lilly & Co. | 0.15% | 693 | $572K | Add +26.0% |
| VLTO Veralto Corp. | 0.14% | 5,368 | $523K | Add +31.3% |
| COST Costco Wholesale Corp. | 0.14% | 550 | $520K | Reduce -0.9% |
| CNM Core & Main Inc. Class A | 0.14% | 10,672 | $516K | Reduce -11.8% |
| MS Morgan Stanley | 0.14% | 4,408 | $515K | Add +85.8% |
| PG The Procter & Gamble Co. | 0.13% | 2,971 | $506K | Reduce -0.7% |
| TTEK Tetra Tech Inc. | 0.13% | 16,825 | $492K | Add +70.3% |
| AMZN Amazon.com Inc. | 0.13% | 2,586 | $492K | Reduce -0.5% |
| STN Stantec Inc. | 0.12% | 5,676 | $470K | Add +1.4% |
| WTRG Essential Utilities Inc. | 0.12% | 11,515 | $455K | Add +12.4% |
| HCA HCA Healthcare Inc. | 0.11% | 1,246 | $431K | New |
| MCK McKesson Corp. | 0.11% | 636 | $428K | New |
| AON Aon PLC Class A | 0.11% | 1,042 | $416K | Reduce -48.8% |
| KKR KKR & Co. Inc. | 0.11% | 3,551 | $411K | No change |
| CAH Cardinal Health Inc. | 0.11% | 2,974 | $410K | New |
| PNR Pentair PLC | 0.11% | 4,673 | $409K | Reduce -1.1% |
| T AT&T Inc. | 0.11% | 14,207 | $402K | Reduce -53.8% |
| BSX Boston Scientific Corp. | 0.10% | 3,832 | $387K | Reduce -3.2% |
| JPM JPMorgan Chase & Co. | 0.10% | 1,568 | $385K | Add +0.7% |
| NVS Novartis AG-Sponsored ADR | 0.10% | 3,359 | $374K | Add +1.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 794 | $372K | No change |
| GS Goldman Sachs Group Inc. | 0.10% | 678 | $371K | New |
| HSY The Hershey Co. | 0.10% | 2,151 | $368K | New |
| CTSH Cognizant Tech Solutions-A | 0.10% | 4,727 | $362K | Add +18.0% |
| DE Deere & Co. | 0.10% | 768 | $360K | Reduce -44.3% |
| IP International Paper Co. | 0.10% | 6,745 | $360K | New |
| LOW Lowe's Cos Inc. | 0.09% | 1,521 | $355K | New |
| CHKP Check Point Software Tech | 0.09% | 1,539 | $351K | Add +0.4% |
| SAP Sap SE-Sponsored ADR | 0.09% | 1,284 | $345K | Add +0.1% |
| PPG PPG Industries Inc. | 0.09% | 3,043 | $333K | New |
| DHI D.R. Horton Inc. | 0.09% | 2,607 | $332K | New |
| AMAT Applied Materials Inc. | 0.09% | 2,272 | $330K | New |
| J Jacobs Solutions Inc. | 0.09% | 2,696 | $326K | Reduce -6.7% |
| RPM RPM International Inc. | 0.09% | 2,796 | $323K | Add +1.2% |
| TGT Target Corp. | 0.09% | 3,067 | $320K | New |
| BMY Bristol-Myers Squibb Co. | 0.08% | 5,166 | $315K | New |
| POOL Pool Corp. | 0.08% | 981 | $313K | Reduce -12.9% |
| AXP American Express Co. | 0.08% | 1,161 | $312K | Reduce -31.1% |
| FBTC Fidelity Wise Origin Bitcoin | 0.08% | 4,306 | $310K | Add +38.4% |
| MCD McDonald's Corp. | 0.08% | 981 | $306K | No change |
| AXON Axon Enterprise Inc. | 0.08% | 566 | $298K | Reduce -9.9% |
| EXPE Expedia Group Inc. | 0.08% | 1,767 | $297K | New |
| CARR Carrier Global Corp. | 0.08% | 4,617 | $293K | New |
| PRMB Primo Brands Corp. | 0.08% | 8,173 | $290K | Reduce -46.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.08% | 1,728 | $287K | Add +0.2% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.08% | 4,971 | $285K | Reduce -4.2% |
| WTFC Wintrust Financial Corp. | 0.07% | 2,404 | $270K | Add +1.3% |
| CIG Cia Energetica DE-Spon ADR | 0.07% | 151,604 | $267K | Add +0.4% |
| SBAC SBA Communications Corp. | 0.07% | 1,213 | $267K | Reduce -7.4% |
| WM Waste Management Inc. | 0.07% | 1,140 | $264K | Reduce -59.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.07% | 3,347 | $253K | New |
| ZWS Zurn Elkay Water Solutions C | 0.07% | 7,609 | $251K | Add +1.8% |
| ORCL Oracle Corp. | 0.07% | 1,776 | $248K | New |
| IHG Intercontinental Hotels-ADR | 0.07% | 2,257 | $247K | Add +1.3% |
| PSO Pearson PLC-Sponsored ADR | 0.07% | 15,422 | $247K | Add +0.2% |
| SPGI S&P Global Inc. | 0.07% | 485 | $247K | Add +0.4% |
| TYL Tyler Technologies Inc. | 0.06% | 418 | $243K | Add +1.9% |
| NGG National Grid PLC-SP ADR | 0.06% | 3,690 | $242K | Reduce -1.8% |
| AWR American States Water Co. filed as AMER STATES WTR CO | 0.06% | 3,071 | $242K | New |
| IR Ingersoll-Rand Inc. | 0.06% | 3,011 | $241K | New |
| FSV Firstservice Corp. | 0.06% | 1,444 | $240K | Add +30.4% |
| CIBR First Trust Nasdaq Cybersecu | 0.06% | 3,796 | $239K | New |
| VTRS Viatris Inc. | 0.06% | 27,355 | $238K | New |
| SKM SK Telecom Co. Ltd.-Spon ADR | 0.06% | 11,000 | $234K | Add +0.3% |
Portfolio Sells Q4 2024 → Q1 2025
| VGIT Vanguard Intermediate-Term T | Reduce -23.6% | 21.62% | −21.83 |
| IYW iShares Ustechnology ETF | Sold out | 0.00% | −4.12 |
| AAPL Apple Inc. | Reduce -6.3% | 1.91% | −1.70 |
| IBM Intl Business Machines Corp. | Reduce -49.3% | 0.29% | −0.51 |
| JNJ Johnson & Johnson | Reduce -15.6% | 0.62% | −0.39 |
| TBIL F/M US Treasury 3 Month Bill | Reduce -29.9% | 0.23% | −0.28 |
| HPQ HP Inc. | Sold out | 0.00% | −0.22 |
| AON Aon PLC Class A | Reduce -48.8% | 0.11% | −0.19 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.19 |
| T AT&T Inc. | Reduce -53.8% | 0.11% | −0.19 |
| DECK Deckers Outdoor Corp. | Sold out | 0.00% | −0.18 |
| WM Waste Management Inc. | Reduce -59.6% | 0.07% | −0.17 |
| MMM 3M Co. | Sold out | 0.00% | −0.16 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.16 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.15 |
| BNY Bank of New York Mellon Corp. | Sold out | 0.00% | −0.15 |
| HLT Hilton Worldwide Holdings Inc. | Sold out | 0.00% | −0.15 |
| DE Deere & Co. | Reduce -44.3% | 0.10% | −0.15 |
| PCAR Paccar Inc. | Sold out | 0.00% | −0.15 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −0.14 |
| TSN Tyson Foods Inc. Class A | Sold out | 0.00% | −0.14 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.13 |
| HIG Hartford Insurance Group Inc. | Sold out | 0.00% | −0.13 |
| EG Everest Group Ltd. | Sold out | 0.00% | −0.13 |
| AXP American Express Co. | Reduce -31.1% | 0.08% | −0.13 |
| HON Honeywell International Inc. | Reduce -6.7% | 0.15% | −0.12 |
| CNM Core & Main Inc. Class A | Reduce -11.8% | 0.14% | −0.12 |
| PRMB Primo Brands Corp. | Reduce -46.6% | 0.08% | −0.12 |
| CI The Cigna Group | Sold out | 0.00% | −0.11 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.11 |
| BA The Boeing Co. | Sold out | 0.00% | −0.11 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −0.11 |
| AMZN Amazon.com Inc. | Reduce -0.5% | 0.13% | −0.11 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -10.5% | 0.20% | −0.10 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.10 |
| NTAP Netapp Inc. | Sold out | 0.00% | −0.09 |
| RTO Rentokil Initial PLC-SP ADR | Sold out | 0.00% | −0.09 |
| DVY iShares Select Dividend ETF | Sold out | 0.00% | −0.09 |
| PNR Pentair PLC | Reduce -1.1% | 0.11% | −0.09 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.09 |
| INFY Infosys Ltd.-SP ADR | Sold out | 0.00% | −0.09 |
| MTB M & T Bank Corp. | Sold out | 0.00% | −0.09 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −0.09 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.09 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.09 |
| BIO Bio-Rad Laboratories-A | Sold out | 0.00% | −0.09 |
| POOL Pool Corp. | Reduce -12.9% | 0.08% | −0.08 |
| AXON Axon Enterprise Inc. | Reduce -9.9% | 0.08% | −0.08 |
| PG The Procter & Gamble Co. | Reduce -0.7% | 0.13% | −0.07 |
Portfolio Buys Q4 2024 → Q1 2025
| QLTY GMO U.S. Quality ETF | New | 13.11% | +13.11 |
| VOO Vanguard S&P 500 ETF | New | 13.03% | +13.03 |
| PHO Invesco Water Resources ETF | New | 6.23% | +6.23 |
| GLD SPDR Gold Shares | New | 6.07% | +6.07 |
| HEFA Isha Curr Hedged MSCI Eafe | New | 4.17% | +4.17 |
| HCA HCA Healthcare Inc. | New | 0.11% | +0.11 |
| MCK McKesson Corp. | New | 0.11% | +0.11 |
| CAH Cardinal Health Inc. | New | 0.11% | +0.11 |
| GS Goldman Sachs Group Inc. | New | 0.10% | +0.10 |
| HSY The Hershey Co. | New | 0.10% | +0.10 |
| IP International Paper Co. | New | 0.10% | +0.10 |
| LOW Lowe's Cos Inc. | New | 0.09% | +0.09 |
| PPG PPG Industries Inc. | New | 0.09% | +0.09 |
| DHI D.R. Horton Inc. | New | 0.09% | +0.09 |
| AMAT Applied Materials Inc. | New | 0.09% | +0.09 |
| TGT Target Corp. | New | 0.09% | +0.09 |
| BMY Bristol-Myers Squibb Co. | New | 0.08% | +0.08 |
| EXPE Expedia Group Inc. | New | 0.08% | +0.08 |
| CARR Carrier Global Corp. | New | 0.08% | +0.08 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.07% | +0.07 |
| ORCL Oracle Corp. | New | 0.07% | +0.07 |
| SBUX Starbucks Corp. | Add +152.1% | 0.16% | +0.07 |
| AWR American States Water Co. | New | 0.06% | +0.06 |
| IR Ingersoll-Rand Inc. | New | 0.06% | +0.06 |
| CIBR First Trust Nasdaq Cybersecu | New | 0.06% | +0.06 |
| VTRS Viatris Inc. | New | 0.06% | +0.06 |
| AJG Arthur J Gallagher & Co. | New | 0.06% | +0.06 |
| RF Regions Financial Corp. | New | 0.06% | +0.06 |
| SBS Cia Saneamento Basico DE-ADR | New | 0.06% | +0.06 |
| WMS Advanced Drainage Systems Inc. | New | 0.06% | +0.06 |
| CWT California Water Service Grp | New | 0.06% | +0.06 |
| SMH Vaneck Semiconductor ETF | New | 0.06% | +0.06 |
| C Citigroup Inc. | New | 0.05% | +0.05 |
| ORA Ormat Technologies Inc. | New | 0.05% | +0.05 |
| FBIN Fortune Brands Innovations I | New | 0.05% | +0.05 |
| V Visa Inc. Class A | Add +91.9% | 0.18% | +0.05 |
| MS Morgan Stanley | Add +85.8% | 0.14% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +44.5% | 0.17% | −0.01 |
| LESLIES INC | Add +32.9% | 0.00% | −0.01 |
| TELFY Telefonica SA-Spon ADR | Add +0.6% | 0.05% | −0.02 |
| NVDA Nvidia Corp. | Add +77.2% | 0.20% | −0.02 |
| FSV Firstservice Corp. | Add +30.4% | 0.06% | −0.02 |
| GWRS Global Water Resources Inc. | Add +4.4% | 0.03% | −0.02 |
| FBTC Fidelity Wise Origin Bitcoin | Add +38.4% | 0.08% | −0.02 |
| LLY Eli Lilly & Co. | Add +26.0% | 0.15% | −0.03 |
| CHKP Check Point Software Tech | Add +0.4% | 0.09% | −0.03 |
| LNN Lindsay Corp. | Add +1.4% | 0.06% | −0.03 |
| IBN Icici Bank Ltd.-Spon ADR | Add +0.8% | 0.06% | −0.03 |
| IX Orix - Sponsored ADR | Add +2.0% | 0.05% | −0.03 |
| GGG Graco Inc. | Add +1.1% | 0.06% | −0.03 |
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 |