Gitterman Wealth Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Gitterman Wealth Management, LLC reported 339 stock positions worth $429.2 million. Its top holding was Vanguard Intermediate-Term T (VGIT) at 19.3% of the portfolio, followed by GMO U.S. Quality ETF (QLTY, 13.0%) and Vanguard S&P 500 ETF (VOO, 13.0%). Compared with Q1 2025, it opened 220 new positions, sold out of 12, added to 53 and reduced 57. The biggest buy was First TRST Nasd Class Edg Sgiif (GRID, shares +1%) and the biggest sale Intl Business Machines (IBM, shares −53%).
- Most Recent 13F
- Q3 2025
- Location
- Edison, NJ
- CIK
- 0001861558
- Portfolio Value
- $429.2M (Q2 2025)
- SEC Filing
- 0001172661-25-003057 ↗ filed Aug 12, 2025
Holdings Value
Holdings 339 stocks · $429.2M
| VGIT Vanguard Intermediate-Term T | 19.31% | 1,385,699 | $82.9M | Add +1.1% |
| QLTY GMO U.S. Quality ETF | 12.97% | 1,624,912 | $55.7M | Add +2.9% |
| VOO Vanguard S&P 500 ETF | 12.96% | 97,886 | $55.6M | Add +2.6% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 8.67% | 405,565 | $37.2M | Add +0.6% |
| GRID First TRST Nasd Class Edg Sgiif | 8.01% | 247,187 | $34.4M | Add +1.3% |
| PHO Invesco Water Resources ETF | 6.03% | 369,969 | $25.9M | Add +1.8% |
| GLD SPDR Gold Shares | 5.64% | 79,470 | $24.2M | Add +0.2% |
| HEFA Isha Curr Hedged MSCI Eafe | 3.90% | 441,172 | $16.7M | Add +2.0% |
| AAPL Apple Inc. | 1.59% | 33,206 | $6.8M | Add +2.7% |
| MSFT Microsoft Corp. | 1.30% | 11,241 | $5.6M | Reduce -0.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.20% | 16,927 | $5.1M | Add +5.8% |
| IVV iShares Core S&P 500 ETF | 1.07% | 7,414 | $4.6M | Add +0.9% |
| JNJ Johnson & Johnson | 0.50% | 14,005 | $2.1M | Reduce -0.1% |
| NEE Nextera Energy Inc. | 0.44% | 27,126 | $1.9M | Add +23.4% |
| GOOGL Alphabet Inc. Class A | 0.33% | 8,085 | $1.4M | Reduce -4.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.28% | 17,113 | $1.2M | Reduce -10.4% |
| NOC Northrop Grumman Corp. | 0.22% | 1,860 | $930K | No change |
| IWF iShares Russell 1000 Growth | 0.21% | 2,111 | $896K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 1,818 | $883K | Add +28.0% |
| GOOG Alphabet Inc. Class C | 0.19% | 4,644 | $824K | No change |
| TBIL F/M US Treasury 3 Month Bill | 0.19% | 16,376 | $819K | Reduce -5.3% |
| UNH Unitedhealth Group Inc. | 0.19% | 2,586 | $807K | Add +0.0% |
| XOM Exxon Mobil Corp. | 0.19% | 7,479 | $806K | Add +0.1% |
| XYL Xylem Inc. | 0.18% | 5,933 | $768K | Add +1.8% |
| NUBD Nuveen ESG US Aggregate Bond | 0.18% | 34,221 | $762K | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 0.17% | 2,578 | $747K | Add +64.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.17% | 1 | $729K | No change |
| AAON Aaon Inc. | 0.16% | 9,519 | $702K | Reduce -0.1% |
| AGG iShares Core U.S. Aggregate | 0.16% | 7,004 | $695K | Add +10.9% |
| HON Honeywell International Inc. | 0.15% | 2,854 | $665K | Add +4.3% |
| TTEK Tetra Tech Inc. | 0.15% | 18,457 | $664K | Add +9.7% |
| T AT&T Inc. | 0.15% | 22,571 | $653K | Add +58.9% |
| NVDA Nvidia Corp. | 0.14% | 3,917 | $619K | Reduce -42.5% |
| CNM Core & Main Inc. Class A | 0.14% | 10,250 | $619K | Reduce -4.0% |
| DE Deere & Co. | 0.14% | 1,211 | $616K | Add +57.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 2,070 | $610K | Reduce -53.4% |
| VLTO Veralto Corp. | 0.14% | 5,986 | $604K | Add +11.5% |
| STN Stantec Inc. | 0.13% | 5,261 | $572K | Reduce -7.3% |
| ADSK Autodesk Inc. | 0.13% | 1,840 | $569K | New |
| SBS Cia Saneamento Basico DE-ADR filed as COMPANHIA DE SANEAMENTO BASI | 0.12% | 23,933 | $526K | Add +95.4% |
| AMZN Amazon.com Inc. | 0.12% | 2,393 | $525K | Reduce -7.5% |
| MCD McDonald's Corp. | 0.12% | 1,795 | $525K | Add +83.0% |
| PNR Pentair PLC | 0.12% | 5,038 | $517K | Add +7.8% |
| VZ Verizon Communications Inc. | 0.12% | 11,681 | $505K | New |
| NDAQ Nasdaq Inc. | 0.12% | 5,630 | $503K | Add +87.6% |
| CSCO Cisco Systems Inc. | 0.12% | 7,216 | $501K | Add +109.8% |
| PG The Procter & Gamble Co. | 0.11% | 2,971 | $473K | No change |
| AXON Axon Enterprise Inc. | 0.11% | 571 | $473K | Add +0.9% |
| KKR KKR & Co. Inc. | 0.11% | 3,551 | $472K | No change |
| AWK American Water Works Co. Inc. | 0.11% | 3,356 | $467K | Reduce -15.1% |
| WTRG Essential Utilities Inc. | 0.10% | 11,961 | $444K | Add +3.9% |
| SBUX Starbucks Corp. | 0.10% | 4,809 | $441K | Reduce -19.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 794 | $438K | No change |
| FBTC Fidelity Wise Origin Bitcoin | 0.10% | 4,511 | $424K | Add +4.8% |
| COST Costco Wholesale Corp. | 0.10% | 427 | $422K | Reduce -22.4% |
| NVS Novartis AG-Sponsored ADR | 0.09% | 3,291 | $398K | Reduce -2.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 1,663 | $377K | Reduce -3.8% |
| SAP Sap SE-Sponsored ADR | 0.09% | 1,234 | $376K | Reduce -3.9% |
| V Visa Inc. Class A | 0.09% | 1,049 | $373K | Reduce -44.7% |
| AZO AutoZone Inc. | 0.09% | 100 | $371K | New |
| AXP American Express Co. | 0.09% | 1,161 | $370K | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.08% | 3,686 | $362K | New |
| CB Chubb Ltd. | 0.08% | 1,241 | $360K | New |
| BKNG Booking Holdings Inc. | 0.08% | 62 | $359K | New |
| DAL Delta Air Lines Inc. | 0.08% | 7,285 | $358K | New |
| J Jacobs Solutions Inc. | 0.08% | 2,713 | $357K | Add +0.6% |
| EW Edwards Lifesciences Corp. | 0.08% | 4,474 | $350K | New |
| IDXX Idexx Laboratories Inc. | 0.08% | 652 | $350K | New |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.08% | 4,759 | $350K | New |
| UAL United Airlines Holdings Inc. | 0.08% | 4,390 | $350K | New |
| CARR Carrier Global Corp. | 0.08% | 4,703 | $344K | Add +1.9% |
| MS Morgan Stanley | 0.08% | 2,414 | $340K | Reduce -45.2% |
| CHKP Check Point Software Tech | 0.08% | 1,528 | $338K | Reduce -0.7% |
| ORLY O'reilly Automotive Inc. | 0.08% | 3,668 | $331K | New |
| PCG P G & E Corp. | 0.08% | 23,546 | $328K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.08% | 29,877 | $324K | New |
| PRMB Primo Brands Corp. | 0.07% | 10,863 | $322K | Add +32.9% |
| MA Mastercard Inc. Class A | 0.07% | 569 | $320K | Reduce -58.7% |
| LRCX Lam Research Corp. | 0.07% | 3,219 | $313K | New |
| SILA Sila Realty Trust Inc. | 0.07% | 12,977 | $307K | New |
| WTFC Wintrust Financial Corp. | 0.07% | 2,473 | $307K | Add +2.9% |
| CIBR First Trust Nasdaq Cybersecu | 0.07% | 3,991 | $302K | Add +5.1% |
| NFLX Netflix Inc. | 0.07% | 223 | $299K | New |
| SMH Vaneck Semiconductor ETF | 0.07% | 1,068 | $298K | Add +8.0% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.07% | 4,890 | $297K | Reduce -1.6% |
| HUBB Hubbell Inc. | 0.07% | 714 | $292K | New |
| WMS Advanced Drainage Systems Inc. | 0.07% | 2,520 | $290K | Add +26.3% |
| CIG Cia Energetica DE-Spon ADR | 0.07% | 147,721 | $290K | Reduce -2.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.07% | 3,347 | $279K | No change |
| SBAC SBA Communications Corp. | 0.06% | 1,183 | $278K | Reduce -2.5% |
| CAH Cardinal Health Inc. | 0.06% | 1,625 | $273K | Reduce -45.4% |
| TYL Tyler Technologies Inc. | 0.06% | 456 | $270K | Add +9.1% |
| MRK Merck & Co. Inc. | 0.06% | 3,407 | $270K | Add +45.7% |
| WM Waste Management Inc. | 0.06% | 1,163 | $266K | Add +2.0% |
| KB KB Financial Group Inc.-ADR filed as KB FINL GROUP INC | 0.06% | 3,200 | $264K | New |
| POOL Pool Corp. | 0.06% | 903 | $264K | Reduce -8.0% |
| NGG National Grid PLC-SP ADR | 0.06% | 3,508 | $261K | Reduce -4.9% |
| LLY Eli Lilly & Co. | 0.06% | 335 | $261K | Reduce -51.7% |
| LNN Lindsay Corp. | 0.06% | 1,792 | $258K | Add +0.8% |
| FSV Firstservice Corp. | 0.06% | 1,456 | $254K | Add +0.8% |
Portfolio Sells Q1 2025 → Q2 2025
| IBM Intl Business Machines Corp. | Reduce -53.4% | 0.14% | −0.15 |
| MA Mastercard Inc. Class A | Reduce -58.7% | 0.07% | −0.13 |
| JNJ Johnson & Johnson | Reduce -0.1% | 0.50% | −0.12 |
| ED Consolidated Edison Inc. | Reduce -61.5% | 0.05% | −0.12 |
| HCA HCA Healthcare Inc. | Sold out | 0.00% | −0.11 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.10 |
| CTSH Cognizant Tech Solutions-A | Sold out | 0.00% | −0.10 |
| LOW Lowe's Cos Inc. | Reduce -97.0% | 0.00% | −0.09 |
| LLY Eli Lilly & Co. | Reduce -51.7% | 0.06% | −0.09 |
| GS Goldman Sachs Group Inc. | Reduce -92.8% | 0.01% | −0.09 |
| V Visa Inc. Class A | Reduce -44.7% | 0.09% | −0.09 |
| PPG PPG Industries Inc. | Sold out | 0.00% | −0.09 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.09 |
| DHI D.R. Horton Inc. | Reduce -99.5% | 0.00% | −0.09 |
| TGT Target Corp. | Sold out | 0.00% | −0.09 |
| MCK McKesson Corp. | Reduce -68.1% | 0.03% | −0.08 |
| EXPE Expedia Group Inc. | Sold out | 0.00% | −0.08 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -10.4% | 0.28% | −0.08 |
| IR Ingersoll-Rand Inc. | Reduce -98.4% | 0.00% | −0.06 |
| VTRS Viatris Inc. | Reduce -99.3% | 0.00% | −0.06 |
| SPGI S&P Global Inc. | Reduce -94.8% | 0.00% | −0.06 |
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −0.06 |
| SNA Snap-on Inc. | Sold out | 0.00% | −0.06 |
| AON Aon PLC Class A | Reduce -40.3% | 0.05% | −0.06 |
| IBN Icici Bank Ltd.-Spon ADR | Sold out | 0.00% | −0.06 |
| MS Morgan Stanley | Reduce -45.2% | 0.08% | −0.06 |
| RPM RPM International Inc. | Reduce -57.4% | 0.03% | −0.06 |
| AVY Avery Dennison Corp. | Sold out | 0.00% | −0.06 |
| RF Regions Financial Corp. | Reduce -89.5% | 0.01% | −0.05 |
| ORCL Oracle Corp. | Reduce -86.5% | 0.01% | −0.05 |
| SBUX Starbucks Corp. | Reduce -19.4% | 0.10% | −0.05 |
| NVDA Nvidia Corp. | Reduce -42.5% | 0.14% | −0.05 |
| BSX Boston Scientific Corp. | Reduce -44.5% | 0.05% | −0.05 |
| AWK American Water Works Co. Inc. | Reduce -15.1% | 0.11% | −0.05 |
| CAH Cardinal Health Inc. | Reduce -45.4% | 0.06% | −0.05 |
| IX Orix - Sponsored ADR | Reduce -80.8% | 0.01% | −0.04 |
| IP International Paper Co. | Reduce -30.5% | 0.05% | −0.04 |
| FBIN Fortune Brands Innovations I | Reduce -76.3% | 0.01% | −0.04 |
| ZWS Zurn Elkay Water Solutions C | Reduce -59.7% | 0.03% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -22.4% | 0.10% | −0.04 |
| TBIL F/M US Treasury 3 Month Bill | Reduce -5.3% | 0.19% | −0.04 |
| C Citigroup Inc. | Reduce -70.4% | 0.02% | −0.04 |
| AAON Aaon Inc. | Reduce -0.1% | 0.16% | −0.03 |
| NUBD Nuveen ESG US Aggregate Bond | Reduce -1.4% | 0.18% | −0.03 |
| POOL Pool Corp. | Reduce -8.0% | 0.06% | −0.02 |
| AWR American States Water Co. | Reduce -15.3% | 0.05% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -4.8% | 0.33% | −0.02 |
| CHKP Check Point Software Tech | Reduce -0.7% | 0.08% | −0.01 |
| PSO Pearson PLC-Sponsored ADR | Reduce -1.8% | 0.05% | −0.01 |
| GLDD Great Lakes Dredge & Dock Co. | Reduce -46.6% | 0.02% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| GRID First TRST Nasd Class Edg Sgiif | Add +1.3% | 8.01% | +0.67 |
| ADSK Autodesk Inc. | New | 0.13% | +0.13 |
| VZ Verizon Communications Inc. | New | 0.12% | +0.12 |
| AZO AutoZone Inc. | New | 0.09% | +0.09 |
| SJM The JM Smucker Co. | New | 0.08% | +0.08 |
| CB Chubb Ltd. | New | 0.08% | +0.08 |
| BKNG Booking Holdings Inc. | New | 0.08% | +0.08 |
| DAL Delta Air Lines Inc. | New | 0.08% | +0.08 |
| WRB WR Berkley Corp. | New | 0.08% | +0.08 |
| EW Edwards Lifesciences Corp. | New | 0.08% | +0.08 |
| IDXX Idexx Laboratories Inc. | New | 0.08% | +0.08 |
| UAL United Airlines Holdings Inc. | New | 0.08% | +0.08 |
| ORLY O'reilly Automotive Inc. | New | 0.08% | +0.08 |
| PCG P G & E Corp. | New | 0.08% | +0.08 |
| F Ford Motor Co. | New | 0.08% | +0.08 |
| LRCX Lam Research Corp. | New | 0.07% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +64.4% | 0.17% | +0.07 |
| SILA Sila Realty Trust Inc. | New | 0.07% | +0.07 |
| NFLX Netflix Inc. | New | 0.07% | +0.07 |
| HUBB Hubbell Inc. | New | 0.07% | +0.07 |
| SBS Cia Saneamento Basico DE-ADR | Add +95.4% | 0.12% | +0.06 |
| KB KB Financial Group Inc.-ADR | New | 0.06% | +0.06 |
| CSCO Cisco Systems Inc. | Add +109.8% | 0.12% | +0.06 |
| SYK Stryker Corp. | New | 0.06% | +0.06 |
| CHTR Charter Communications Inc. Class A | New | 0.06% | +0.06 |
| VRT Vertiv Holdings Co. Class A | New | 0.06% | +0.06 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 0.06% | +0.06 |
| RJF Raymond James Financial Inc. | New | 0.06% | +0.06 |
| NDAQ Nasdaq Inc. | Add +87.6% | 0.12% | +0.06 |
| VRSK Verisk Analytics Inc. | New | 0.06% | +0.06 |
| UBER Uber Technologies Inc. | New | 0.05% | +0.05 |
| TJX TJX Companies Inc. | New | 0.05% | +0.05 |
| MOD Modine Manufacturing Co. | New | 0.05% | +0.05 |
| WBA Walgreens Boots Alliance Inc. | New | 0.05% | +0.05 |
| FAST Fastenal Co. | New | 0.05% | +0.05 |
| WELL Welltower Inc. | New | 0.05% | +0.05 |
| MTB M & T Bank Corp. | New | 0.05% | +0.05 |
| URNM Sprott Uranium Miners ETF | New | 0.05% | +0.05 |
| TMUS T-Mobile US Inc. | New | 0.05% | +0.05 |
| NOW ServiceNow Inc. | New | 0.05% | +0.05 |
| PM Philip Morris International | New | 0.05% | +0.05 |
| MSI Motorola Solutions Inc. | New | 0.05% | +0.05 |
| TXN Texas Instruments Inc. | New | 0.05% | +0.05 |
| MCO Moody's Corp. | New | 0.05% | +0.05 |
| GWRE Guidewire Software Inc. | New | 0.05% | +0.05 |
| EXC Exelon Corp. | New | 0.05% | +0.05 |
| AMT American Tower Corp. | New | 0.05% | +0.05 |
| WWD Woodward Inc. | New | 0.05% | +0.05 |
| ROL Rollins Inc. | New | 0.05% | +0.05 |
| DE Deere & Co. | Add +57.7% | 0.14% | +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 |