Gitterman Wealth Management, LLC Top Holdings and 13F Report (2025) About Gitterman Wealth Management, LLCInvestment ActivityGitterman Wealth Management, LLC has $429.16 million in total holdings as of June 30, 2025.Gitterman Wealth Management, LLC owns shares of 339 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 9.16% of the portfolio was purchased this quarter.About 2.65% of the portfolio was sold this quarter.This quarter, Gitterman Wealth Management, LLC has purchased 131 new stocks and bought additional shares in 53 stocks.Gitterman Wealth Management, LLC sold shares of 57 stocks and completely divested from 12 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Treasury ETF $82,878,5482023 ETF SERIES TRUST II $55,669,727Vanguard S&P 500 ETF $55,607,048SPDR Bloomberg 1-3 Month T-Bill ETF $37,202,513First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund $34,363,226 Largest New Holdings this Quarter 052769106 - Autodesk $569,461 Holding92343V104 - Verizon Communications $505,434 Holding053332102 - AutoZone $371,205 Holding832696405 - J. M. Smucker $361,966 HoldingH1467J104 - Chubb $359,539 Holding Largest Purchases this Quarter 2023 ETF SERIES TRUST II 45,803 shares (about $1.57M)Vanguard S&P 500 ETF 2,460 shares (about $1.40M)Vanguard Intermediate-Term Treasury ETF 15,343 shares (about $917.66K)Autodesk 1,840 shares (about $569.46K)Verizon Communications 11,681 shares (about $505.43K) Largest Sales this Quarter International Business Machines 2,371 shares (about $699.04K)NVIDIA 2,897 shares (about $457.72K)Mastercard 808 shares (about $454.72K)The Goldman Sachs Group 629 shares (about $447.63K)D.R. Horton 2,594 shares (about $395.88K) 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 ETF$82,878,548$917,664 ▲1.1%1,385,69919.3%ETF2023 ETF SERIES TRUST II$55,669,727$1,569,218 ▲2.9%1,624,91213.0%GMO US QUALITY EVOOVanguard S&P 500 ETF$55,607,048$1,397,476 ▲2.6%97,88613.0%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$37,202,513$232,994 ▲0.6%405,5658.7%ETFGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$34,363,226$430,814 ▲1.3%247,1878.0%ETFPHOInvesco Water Resources ETF$25,864,965$457,639 ▲1.8%369,9696.0%ETFGLDSPDR Gold Shares$24,224,835$58,223 ▲0.2%79,4705.6%FinanceHEFAiShares Currency Hedged MSCI EAFE ETF$16,746,904$328,696 ▲2.0%441,1723.9%ETFAAPLApple$6,812,777$181,163 ▲2.7%33,2061.6%Computer and TechnologyMSFTMicrosoft$5,591,576$2,487 ▼0.0%11,2411.3%Computer and TechnologyVTIVanguard Total Stock Market ETF$5,144,586$282,045 ▲5.8%16,9271.2%ETFIVViShares Core S&P 500 ETF$4,603,117$40,977 ▲0.9%7,4141.1%ETFJNJJohnson & Johnson$2,139,218$1,375 ▼-0.1%14,0050.5%MedicalNEENextEra Energy$1,883,059$357,647 ▲23.4%27,1260.4%UtilitiesGOOGLAlphabet$1,424,899$71,553 ▼-4.8%8,0850.3%Computer and TechnologyNVONovo Nordisk A/S$1,181,140$137,005 ▼-10.4%17,1130.3%MedicalNOCNorthrop Grumman$929,9630.0%1,8600.2%AerospaceIWFiShares Russell 1000 Growth ETF$896,2890.0%2,1110.2%ETFBRK.BBerkshire Hathaway$883,130$193,336 ▲28.0%1,8180.2%FinanceGOOGAlphabet$823,8400.0%4,6440.2%Computer and TechnologyTBILUS Treasury 3 Month Bill ETF$818,716$45,395 ▼-5.3%16,3760.2%ETFUNHUnitedHealth Group$806,755$312 ▲0.0%2,5860.2%MedicalXOMExxon Mobil$806,150$970 ▲0.1%7,4790.2%EnergyXYLXylem$767,514$13,583 ▲1.8%5,9330.2%Business ServicesNUBDNuveen ESG U.S. Aggregate Bond ETF$761,738$10,751 ▼-1.4%34,2210.2%ETFJPMJPMorgan Chase & Co.$747,382$292,807 ▲64.4%2,5780.2%FinanceBRK.ABerkshire Hathaway$728,8000.0%10.2%FinanceAAONAAON$702,075$738 ▼-0.1%9,5190.2%ConstructionAGGiShares Core U.S. Aggregate Bond ETF$694,763$68,445 ▲10.9%7,0040.2%FinanceHONHoneywell International$664,719$27,250 ▲4.3%2,8540.2%Multi-Sector ConglomeratesTTEKTetra Tech$663,707$58,686 ▲9.7%18,4570.2%IndustrialsTAT&T$653,216$242,058 ▲58.9%22,5710.2%Computer and TechnologyNVDANVIDIA$618,874$457,717 ▼-42.5%3,9170.1%Computer and TechnologyCNMCore & Main$618,590$25,468 ▼-4.0%10,2500.1%IndustrialsDEDeere & Company$615,688$225,227 ▲57.7%1,2110.1%IndustrialsIBMInternational Business Machines$610,295$699,038 ▼-53.4%2,0700.1%Computer and TechnologyVERALTO CORP$604,436$62,403 ▲11.5%5,9860.1%COM SHSSTNStantec$571,714$45,098 ▼-7.3%5,2610.1%Business ServicesADSKAutodesk$569,461$569,461 ▲New Holding1,8400.1%Computer and TechnologySBSCompanhia de saneamento Basico Do Estado De Sao Paulo - Sabesp$525,850$256,740 ▲95.4%23,9330.1%UtilitiesAMZNAmazon.com$525,000$42,342 ▼-7.5%2,3930.1%Retail/WholesaleMCDMcDonald's$524,589$237,892 ▲83.0%1,7950.1%Retail/WholesalePNRPentair$517,267$37,476 ▲7.8%5,0380.1%Business ServicesVZVerizon Communications$505,434$505,434 ▲New Holding11,6810.1%Computer and TechnologyNDAQNasdaq$503,265$235,006 ▲87.6%5,6300.1%FinanceCSCOCisco Systems$500,650$261,981 ▲109.8%7,2160.1%Computer and TechnologyPGProcter & Gamble$473,2860.0%2,9710.1%Consumer StaplesAXONAxon Enterprise$472,763$4,140 ▲0.9%5710.1%AerospaceKKRKKR & Co. Inc.$472,3900.0%3,5510.1%FinanceAWKAmerican Water Works$466,846$83,047 ▼-15.1%3,3560.1%UtilitiesWTRGEssential Utilities$444,265$16,566 ▲3.9%11,9610.1%UtilitiesSBUXStarbucks$440,764$105,769 ▼-19.4%4,8090.1%Retail/WholesaleQQQInvesco QQQ$438,0020.0%7940.1%FinanceFIDELITY WISE ORIGIN BITCOIN$423,994$19,268 ▲4.8%4,5110.1%SHSCOSTCostco Wholesale$422,498$121,703 ▼-22.4%4270.1%Retail/WholesaleNVSNovartis$398,289$8,230 ▼-2.0%3,2910.1%MedicalTSMTaiwan Semiconductor Manufacturing$377,278$14,746 ▼-3.8%1,6630.1%Computer and TechnologySAPSAP$376,118$15,240 ▼-3.9%1,2340.1%Computer and TechnologyVVisa$373,442$302,242 ▼-44.7%1,0490.1%Business ServicesAZOAutoZone$371,205$371,205 ▲New Holding1000.1%Retail/WholesaleAXPAmerican Express$370,3370.0%1,1610.1%FinanceSJMJ. M. Smucker$361,966$361,966 ▲New Holding3,6860.1%Consumer StaplesCBChubb$359,539$359,539 ▲New Holding1,2410.1%FinanceBKNGBooking$358,919$358,919 ▲New Holding620.1%Retail/WholesaleDALDelta Air Lines$358,276$358,276 ▲New Holding7,2850.1%TransportationJJacobs Solutions$356,784$2,236 ▲0.6%2,7130.1%Business ServicesEWEdwards Lifesciences$349,913$349,913 ▲New Holding4,4740.1%MedicalIDXXIDEXX Laboratories$349,690$349,690 ▲New Holding6520.1%MedicalWRBW.R. Berkley$349,651$349,651 ▲New Holding4,7590.1%FinanceUALUnited Airlines$349,576$349,576 ▲New Holding4,3900.1%TransportationCARRCarrier Global$344,365$6,297 ▲1.9%4,7030.1%ConstructionMSMorgan Stanley$340,036$280,875 ▼-45.2%2,4140.1%FinanceCHKPCheck Point Software Technologies$337,970$2,433 ▼-0.7%1,5280.1%Computer and TechnologyORLYO'Reilly Automotive$330,595$330,595 ▲New Holding3,6680.1%Retail/WholesalePCGPacific Gas & Electric$328,232$328,232 ▲New Holding23,5460.1%UtilitiesFFord Motor$324,166$324,166 ▲New Holding29,8770.1%Auto/Tires/TrucksPRIMO BRANDS CORPORATION$321,776$79,681 ▲32.9%10,8630.1%CLASS A COM SHSMAMastercard$320,214$454,715 ▼-58.7%5690.1%Business ServicesLAM RESEARCH CORP$313,341$313,341 ▲New Holding3,2190.1%COM NEWSILA REALTY TRUST INC$307,140$307,140 ▲New Holding12,9770.1%COMMON STOCKWTFCWintrust Financial$306,735$8,558 ▲2.9%2,4730.1%FinanceCIBRFirst Trust Nasdaq Cybersecurity ETF$301,624$14,737 ▲5.1%3,9910.1%ManufacturingNFLXNetflix$298,612$298,612 ▲New Holding2230.1%Consumer DiscretionarySMHVanEck Semiconductor ETF$297,843$22,031 ▲8.0%1,0680.1%ManufacturingHSBCHSBC$297,171$4,922 ▼-1.6%4,8900.1%FinanceHUBBHubbell$291,858$291,858 ▲New Holding7140.1%IndustrialsWMSAdvanced Drainage Systems$289,646$60,343 ▲26.3%2,5200.1%ConstructionCIGComp En De Mn Cemig ADS$289,528$7,611 ▼-2.6%147,7210.1%UtilitiesIEFAiShares Core MSCI EAFE ETF$279,3660.0%3,3470.1%ETFSBACSBA Communications$277,783$7,044 ▼-2.5%1,1830.1%FinanceCAHCardinal Health$273,371$226,940 ▼-45.4%1,6250.1%MedicalTYLTyler Technologies$270,332$22,528 ▲9.1%4560.1%Computer and TechnologyMRKMerck & Co., Inc.$269,898$84,606 ▲45.7%3,4070.1%MedicalWMWaste Management$265,905$5,259 ▲2.0%1,1630.1%Business ServicesKBKB Financial Group$264,261$264,261 ▲New Holding3,2000.1%FinancePOOLPool$263,791$22,786 ▼-8.0%9030.1%Consumer DiscretionaryNGGNational Grid Transco$260,930$13,537 ▼-4.9%3,5080.1%UtilitiesLLYEli Lilly and Company$260,903$278,816 ▼-51.7%3350.1%MedicalLNNLindsay$258,479$2,019 ▲0.8%1,7920.1%IndustrialsFSVFirstService$254,491$2,097 ▲0.8%1,4560.1%FinanceShowing 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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