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

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 Q4 2024 Q1 2025: $376.5M $376.5M Q1 2025 Q2 2025: $429.2M Q2 2025 Q3 2025: $436.5M Q3 2025

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%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.06% 665 $230K New
NDAQ Nasdaq Inc. 0.06% 3,001 $228K Add +0.7%
RF Regions Financial Corp. 0.06% 10,433 $227K New
SNA Snap-on Inc. 0.06% 669 $227K Add +0.5%
LNN Lindsay Corp. 0.06% 1,778 $225K Add +1.4%
RY Royal Bank of Canada 0.06% 1,944 $219K Add +1.9%
SBS Cia Saneamento Basico DE-ADR filed as COMPANHIA DE SANEAMENTO BASI 0.06% 12,248 $219K New
WMS Advanced Drainage Systems Inc. 0.06% 1,995 $217K New
IBN Icici Bank Ltd.-Spon ADR 0.06% 6,867 $216K Add +0.8%
ADP Automatic Data Processing 0.06% 700 $215K Reduce -2.2%
RDY Dr. Reddy's Laboratories-ADR 0.06% 16,204 $214K Add +1.8%
CSCO Cisco Systems Inc. 0.06% 3,440 $212K No change
CWT California Water Service Grp 0.06% 4,354 $211K New
MRK Merck & Co. Inc. 0.06% 2,339 $210K Add +0.8%
SMH Vaneck Semiconductor ETF 0.06% 989 $209K New
GGG Graco Inc. 0.06% 2,483 $207K Add +1.1%
AVY Avery Dennison Corp. 0.06% 1,162 $207K Add +1.1%
EQIX Equinix Inc. 0.05% 250 $206K Add +5.0%
IX Orix - Sponsored ADR filed as ORIX CORP 0.05% 9,824 $205K Add +2.0%
C Citigroup Inc. 0.05% 2,869 $204K New
DHR Danaher Corp. 0.05% 991 $203K Add +3.1%
ORA Ormat Technologies Inc. 0.05% 2,855 $202K New
FBIN Fortune Brands Innovations I 0.05% 3,300 $201K New
TELFY Telefonica SA-Spon ADR 0.05% 41,556 $194K Add +0.6%
SWIM Latham Group Inc. 0.05% 30,013 $193K Add +3.9%
WIT Wipro Ltd.-ADR 0.04% 51,838 $159K Add +0.4%
WTTR Select Water Solutions Inc. 0.04% 14,617 $153K Reduce -19.0%
PRM Perimeter Solutions Inc. 0.03% 12,767 $129K Reduce -22.1%
GWRS Global Water Resources Inc. 0.03% 11,190 $115K Add +4.4%
GLDD Great Lakes Dredge & Dock Co. 0.03% 12,688 $110K Reduce -1.3%
LESLIES INC 0.00% 24,336 $18K Add +32.9%

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

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