Gitterman Wealth Management, LLC Top Holdings and 13F Report (2025) About Gitterman Wealth Management, LLCInvestment ActivityGitterman Wealth Management, LLC has $376.51 million in total holdings as of March 31, 2025.Gitterman Wealth Management, LLC owns shares of 131 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 49.60% of the portfolio was purchased this quarter.About 12.91% of the portfolio was sold this quarter.This quarter, Gitterman Wealth Management, LLC has purchased 128 new stocks and bought additional shares in 61 stocks.Gitterman Wealth Management, LLC sold shares of 29 stocks and completely divested from 31 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Treasury Index ETF $81,398,9112023 ETF SERIES TRUST II $49,362,954Vanguard S&P 500 ETF $49,044,768SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $36,969,417First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund $27,614,327 Largest New Holdings this Quarter 90139K100 - 2023 ETF SERIES TRUST II $49,362,954 Holding922908363 - Vanguard S&P 500 ETF $49,044,768 Holding46137V142 - Invesco Water Resources ETF $23,448,324 Holding78463V107 - SPDR Gold Shares $22,843,474 Holding46434V803 - iShares Currency Hedged MSCI EAFE ETF $15,695,892 Holding Largest Purchases this Quarter 2023 ETF SERIES TRUST II 1,579,109 shares (about $49.36M)Vanguard S&P 500 ETF 95,426 shares (about $49.04M)Invesco Water Resources ETF 363,423 shares (about $23.45M)SPDR Gold Shares 79,279 shares (about $22.84M)iShares Currency Hedged MSCI EAFE ETF 432,513 shares (about $15.70M) Largest Sales this Quarter Vanguard Intermediate-Term Treasury Index ETF 422,857 shares (about $25.12M)International Business Machines 4,313 shares (about $1.07M)Apple 2,182 shares (about $484.68K)AT&T 16,545 shares (about $467.85K)Johnson & Johnson 2,582 shares (about $428.19K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGitterman Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVGITVanguard Intermediate-Term Treasury Index ETF$81,398,911$25,117,633 ▼-23.6%1,370,35621.6%ETF2023 ETF SERIES TRUST II$49,362,954$49,362,954 ▲New Holding1,579,10913.1%GMO US QUALITY EVOOVanguard S&P 500 ETF$49,044,768$49,044,768 ▲New Holding95,42613.0%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$36,969,417$12,022,112 ▲48.2%403,0259.8%ETFGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$27,614,327$1,768,037 ▲6.8%244,0887.3%ETFPHOInvesco Water Resources ETF$23,448,324$23,448,324 ▲New Holding363,4236.2%ETFGLDSPDR Gold Shares$22,843,474$22,843,474 ▲New Holding79,2796.1%FinanceHEFAiShares Currency Hedged MSCI EAFE ETF$15,695,892$15,695,892 ▲New Holding432,5134.2%ETFAAPLApple$7,179,777$484,679 ▼-6.3%32,3231.9%Computer and TechnologyVTIVanguard Total Stock Market ETF$4,397,131$1,335,437 ▲43.6%15,9991.2%ETFMSFTMicrosoft$4,221,780$10,136 ▲0.2%11,2461.1%Computer and TechnologyIVViShares Core S&P 500 ETF$4,128,638$1,124 ▲0.0%7,3481.1%ETFJNJJohnson & Johnson$2,324,031$428,190 ▼-15.6%14,0140.6%MedicalNEENextEra Energy$1,557,683$4,041 ▲0.3%21,9740.4%UtilitiesUNHUnitedHealth Group$1,353,894$2,619 ▲0.2%2,5850.4%MedicalNVONovo Nordisk A/S$1,326,165$694 ▲0.1%19,0980.4%MedicalGOOGLAlphabet$1,313,085$8,505 ▲0.7%8,4910.3%Computer and TechnologyIBMInternational Business Machines$1,105,199$1,073,345 ▼-49.3%4,4410.3%Computer and TechnologyNOCNorthrop Grumman$952,3390.0%1,8600.3%AerospaceXOMExxon Mobil$888,3120.0%7,4700.2%EnergyTBILUS Treasury 3 Month Bill ETF$864,396$367,883 ▼-29.9%17,2840.2%ETFBRK.ABerkshire Hathaway$798,4420.0%10.2%FinanceNUBDNuveen ESG U.S. Aggregate Bond ETF$769,902$94,086 ▲13.9%34,7040.2%ETFIWFiShares Russell 1000 Growth ETF$762,261$136,853 ▲21.9%2,1110.2%ETFBRK.BBerkshire Hathaway$756,263$88,408 ▼-10.5%1,4200.2%FinanceMAMastercard$755,065$21,385 ▲2.9%1,3770.2%Business ServicesAAONAAON$744,514$119,463 ▲19.1%9,5290.2%ConstructionNVDANVIDIA$738,508$321,783 ▲77.2%6,8140.2%Computer and TechnologyGOOGAlphabet$725,566$6,249 ▲0.9%4,6440.2%Computer and TechnologyXYLXylem$696,204$58,654 ▲9.2%5,8280.2%Business ServicesVVisa$666,079$319,002 ▲91.9%1,8980.2%Business ServicesEDConsolidated Edison$640,749$35,609 ▲5.9%5,7940.2%UtilitiesAGGiShares Core U.S. Aggregate Bond ETF$624,579$192,498 ▲44.6%6,3140.2%FinanceSBUXStarbucks$585,185$353,093 ▲152.1%5,9630.2%Retail/WholesaleAWKAmerican Water Works$583,122$23,012 ▲4.1%3,9530.2%UtilitiesHONHoneywell International$579,539$41,502 ▼-6.7%2,7370.2%Multi-Sector ConglomeratesLLYEli Lilly and Company$572,206$118,074 ▲26.0%6930.2%MedicalVERALTO CORP$523,317$124,590 ▲31.2%5,3680.1%COM SHSCOSTCostco Wholesale$519,982$4,727 ▼-0.9%5500.1%Retail/WholesaleCNMCore & Main$515,564$68,842 ▼-11.8%10,6720.1%IndustrialsMSMorgan Stanley$514,581$237,562 ▲85.8%4,4080.1%FinancePGProcter & Gamble$506,260$3,408 ▼-0.7%2,9710.1%Consumer StaplesTTEKTetra Tech$492,099$203,128 ▲70.3%16,8250.1%IndustrialsAMZNAmazon.com$492,012$2,664 ▼-0.5%2,5860.1%Retail/WholesaleSTNStantec$470,256$6,628 ▲1.4%5,6760.1%Business ServicesWTRGEssential Utilities$455,200$50,283 ▲12.4%11,5150.1%UtilitiesHCAHCA Healthcare$430,727$430,727 ▲New Holding1,2460.1%MedicalMCKMcKesson$428,028$428,028 ▲New Holding6360.1%MedicalAONAON$416,019$396,456 ▼-48.8%1,0420.1%FinanceKKRKKR & Co. Inc.$410,5310.0%3,5510.1%FinanceCAHCardinal Health$409,726$409,726 ▲New Holding2,9740.1%MedicalPNRPentair$408,841$4,462 ▼-1.1%4,6730.1%Business ServicesTAT&T$401,738$467,851 ▼-53.8%14,2070.1%Computer and TechnologyBSXBoston Scientific$386,571$12,812 ▼-3.2%3,8320.1%MedicalJPMJPMorgan Chase & Co.$384,630$2,698 ▲0.7%1,5680.1%FinanceNVSNovartis$374,339$3,901 ▲1.1%3,3590.1%MedicalQQQInvesco QQQ$372,3220.0%7940.1%FinanceGSThe Goldman Sachs Group$370,873$370,873 ▲New Holding6780.1%FinanceHSYHershey$368,281$368,281 ▲New Holding2,1510.1%Consumer StaplesCTSHCognizant Technology Solutions$361,789$55,260 ▲18.0%4,7270.1%Computer and TechnologyDEDeere & Company$360,461$286,773 ▼-44.3%7680.1%IndustrialsIPInternational Paper$359,820$359,820 ▲New Holding6,7450.1%Basic MaterialsLOWLowe's Companies$355,037$355,037 ▲New Holding1,5210.1%Retail/WholesaleCHKPCheck Point Software Technologies$350,657$1,367 ▲0.4%1,5390.1%Computer and TechnologySAPSAP$345,041$269 ▲0.1%1,2840.1%Computer and TechnologyPPGPPG Industries$333,023$333,023 ▲New Holding3,0430.1%Basic MaterialsDHID.R. Horton$331,623$331,623 ▲New Holding2,6070.1%ConstructionAMATApplied Materials$329,875$329,875 ▲New Holding2,2720.1%Computer and TechnologyJJacobs Solutions$326,067$23,221 ▼-6.6%2,6960.1%Business ServicesRPMRPM International$323,478$3,934 ▲1.2%2,7960.1%ConstructionTGTTarget$320,456$320,456 ▲New Holding3,0670.1%Retail/WholesaleBMYBristol-Myers Squibb$315,195$315,195 ▲New Holding5,1660.1%MedicalPOOLPool$312,704$46,539 ▼-13.0%9810.1%Consumer DiscretionaryAXPAmerican Express$312,367$141,251 ▼-31.1%1,1610.1%FinanceFIDELITY WISE ORIGIN BITCOIN$309,903$86,004 ▲38.4%4,3060.1%SHSMCDMcDonald's$306,4360.0%9810.1%Retail/WholesaleAXONAxon Enterprise$297,705$32,611 ▼-9.9%5660.1%AerospaceEXPEExpedia Group$297,170$297,170 ▲New Holding1,7670.1%Retail/WholesaleCARRCarrier Global$292,783$292,783 ▲New Holding4,6170.1%Computer and TechnologyPRIMO BRANDS CORPORATION$290,003$253,278 ▼-46.6%8,1730.1%CLASS A COM SHSTSMTaiwan Semiconductor Manufacturing$287,103$498 ▲0.2%1,7280.1%Computer and TechnologyHSBCHSBC$285,391$12,516 ▼-4.2%4,9710.1%FinanceWTFCWintrust Financial$270,417$3,487 ▲1.3%2,4040.1%FinanceCIGCEMIG$266,823$1,105 ▲0.4%151,6040.1%UtilitiesSBACSBA Communications$266,794$21,335 ▼-7.4%1,2130.1%FinanceWMWaste Management$263,741$388,902 ▼-59.6%1,1400.1%Business ServicesIEFAiShares Core MSCI EAFE ETF$253,163$253,163 ▲New Holding3,3470.1%ETFZWSZurn Elkay Water Solutions$250,910$4,518 ▲1.8%7,6090.1%IndustrialsORCLOracle$248,393$248,393 ▲New Holding1,7760.1%Computer and TechnologyIHGInterContinental Hotels Group$247,312$3,178 ▲1.3%2,2570.1%Consumer DiscretionaryPSOPearson$246,906$400 ▲0.2%15,4220.1%Consumer DiscretionarySPGIS&P Global$246,646$1,017 ▲0.4%4850.1%Business ServicesTYLTyler Technologies$243,028$4,651 ▲2.0%4180.1%Computer and TechnologyNGGNational Grid$242,012$4,525 ▼-1.8%3,6900.1%UtilitiesAWRAmerican States Water$241,613$241,613 ▲New Holding3,0710.1%UtilitiesIRIngersoll Rand$240,985$240,985 ▲New Holding3,0110.1%IndustrialsFSVFirstService$239,797$55,964 ▲30.4%1,4440.1%FinanceCIBRFirst Trust Nasdaq Cybersecurity ETF$239,133$239,133 ▲New Holding3,7960.1%ManufacturingVTRSViatris$238,266$238,266 ▲New Holding27,3550.1%MedicalSKMSK Telecom$233,872$765 ▲0.3%11,0000.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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