Gitterman Wealth Management, LLC Top Holdings and 13F Report (2024) → Red Alert: Your Money's Disappearance Act - Banks' Greed Unleashed! (From Priority Gold) (Ad) About Gitterman Wealth Management, LLCInvestment ActivityGitterman Wealth Management, LLC has $257.97 million in total holdings as of March 31, 2024.Gitterman Wealth Management, LLC owns shares of 100 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 24.49% of the portfolio was purchased this quarter.About 12.24% of the portfolio was sold this quarter.This quarter, Gitterman Wealth Management, LLC has purchased 89 new stocks and bought additional shares in 33 stocks.Gitterman Wealth Management, LLC sold shares of 28 stocks and completely divested from 16 stocks this quarter.Largest Holdings Vanguard Short-Term Treasury Index ETF $102,024,370Vanguard Intermediate-Term Treasury Index ETF $52,629,635SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $25,447,335First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund $20,742,181Apple $6,129,962 Largest New Holdings this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $25,447,335 HoldingFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund $20,742,181 HoldingUS Treasury 3 Month Bill ETF $1,064,189 HoldingAflac $501,195 HoldingGeneral Electric $493,410 Holding Largest Purchases this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 277,207 shares (about $25.45M)First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 180,971 shares (about $20.74M)Vanguard Short-Term Treasury Index ETF 105,079 shares (about $6.10M)US Treasury 3 Month Bill ETF 21,271 shares (about $1.06M)Aflac 5,840 shares (about $501.20K) Largest Sales this Quarter Vanguard Intermediate-Term Treasury Index ETF 359,181 shares (about $21.03M)AAON 18,000 shares (about $1.59M)Nuveen ESG U.S. Aggregate Bond ETF 27,618 shares (about $606.76K)Novo Nordisk A/S 4,000 shares (about $513.60K)Microsoft 1,040 shares (about $437.59K) 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 PortfolioSectorVGSHVanguard Short-Term Treasury Index ETF$102,024,370$6,101,936 ▲6.4%1,756,92139.5%ETFVGITVanguard Intermediate-Term Treasury Index ETF$52,629,635$21,029,945 ▼-28.6%898,88820.4%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$25,447,335$25,447,335 ▲New Holding277,2079.9%ETFGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$20,742,181$20,742,181 ▲New Holding180,9718.0%ETFAAPLApple$6,129,962$162,050 ▲2.7%35,7472.4%Computer and TechnologyMSFTMicrosoft$5,057,527$437,590 ▼-8.0%12,0202.0%Computer and TechnologyIVViShares Core S&P 500 ETF$3,793,423$1,051 ▲0.0%7,2161.5%ETFNVONovo Nordisk A/S$2,450,898$513,600 ▼-17.3%19,0881.0%MedicalJNJJohnson & Johnson$2,379,649$121,173 ▼-4.8%15,0430.9%MedicalGOOGLAlphabet$1,576,009$34,412 ▼-2.1%10,4420.6%Computer and TechnologyIBMInternational Business Machines$1,521,402$12,031 ▼-0.8%7,9670.6%Computer and TechnologyNEENextEra Energy$1,397,920$345,565 ▲32.8%21,8730.5%UtilitiesUNHUnitedHealth Group$1,274,8420.0%2,5770.5%MedicalTBILUS Treasury 3 Month Bill ETF$1,064,189$1,064,189 ▲New Holding21,2710.4%ETFNOCNorthrop Grumman$894,1370.0%1,8680.3%AerospaceAAONAAON$792,900$1,585,800 ▼-66.7%9,0000.3%ConstructionMAMastercard$706,980$36,626 ▲5.5%1,4670.3%Business ServicesNUBDNuveen ESG U.S. Aggregate Bond ETF$694,570$606,757 ▼-46.6%31,6150.3%ETFXYLXylem$684,848$96,543 ▲16.4%5,2990.3%Industrial ProductsGOOGAlphabet$683,649$187,280 ▼-21.5%4,4900.3%Computer and TechnologyAONAON$670,458$142,239 ▲26.9%2,0080.3%FinanceBRK.BBerkshire Hathaway$664,001$84,104 ▼-11.2%1,5790.3%FinanceGWWW.W. Grainger$653,339$253,398 ▲63.4%6420.3%Industrial ProductsBRK.ABerkshire Hathaway$634,4400.0%10.2%FinanceHONHoneywell International$630,509$20,524 ▼-3.2%3,0720.2%Multi-Sector ConglomeratesVVisa$558,786$325,889 ▲139.9%2,0010.2%Business ServicesIWFiShares Russell 1000 Growth ETF$555,1220.0%1,6470.2%ETFAFLAflac$501,195$501,195 ▲New Holding5,8400.2%FinanceGEGeneral Electric$493,410$493,410 ▲New Holding2,8110.2%TransportationAMZNAmazon.com$480,1710.0%2,6620.2%Retail/WholesaleCNMCore & Main$468,595$573 ▼-0.1%8,1850.2%Business ServicesPGProcter & Gamble$462,8450.0%2,8530.2%Consumer StaplesAWKAmerican Water Works$455,291$135,182 ▲42.2%3,7250.2%UtilitiesCOSTCostco Wholesale$441,0440.0%6020.2%Retail/WholesaleSNASnap-on$440,037$440,037 ▲New Holding1,4840.2%Consumer DiscretionaryTAT&T$438,585$438,585 ▲New Holding24,9190.2%Computer and TechnologyAVGOBroadcom$405,578$405,578 ▲New Holding3060.2%Computer and TechnologyTDGTransDigm Group$387,950$387,950 ▲New Holding3150.2%AerospaceAXPAmerican Express$383,885$303,966 ▼-44.2%1,6860.1%FinanceBROBrown & Brown$382,700$382,700 ▲New Holding4,3710.1%FinanceSTNStantec$370,609$58,779 ▲18.8%4,4640.1%Business ServicesTTEKTetra Tech$366,749$60,386 ▲19.7%1,9860.1%Industrial ProductsCIThe Cigna Group$364,436$38,553 ▲11.8%1,0020.1%MedicalKKRKKR & Co. Inc.$357,1600.0%3,5510.1%FinancePRMWPrimo Water$355,631$84,423 ▲31.1%19,5290.1%UtilitiesHLTHilton Worldwide$350,261$350,261 ▲New Holding1,6420.1%Consumer DiscretionaryWTRGEssential Utilities$338,881$84,554 ▲33.2%9,1460.1%UtilitiesELVElevance Health$336,217$336,217 ▲New Holding6480.1%MedicalDEDeere & Company$335,9850.0%8180.1%Industrial ProductsMKCMcCormick & Company, Incorporated$335,892$335,892 ▲New Holding4,3730.1%Consumer StaplesNKENIKE$335,414$15,045 ▼-4.3%3,5670.1%Consumer DiscretionaryQQQInvesco QQQ$333,007$6,660 ▲2.0%7500.1%FinanceREGNRegeneron Pharmaceuticals$331,084$39,461 ▲13.5%3440.1%MedicalSAPSAP$313,803$12,872 ▲4.3%1,6090.1%Computer and TechnologyJPMJPMorgan Chase & Co.$309,864$133,400 ▼-30.1%1,5470.1%FinanceCNCCentene$307,172$307,172 ▲New Holding3,9140.1%MedicalHPQHP$307,125$307,125 ▲New Holding10,1630.1%Computer and TechnologyIHGInterContinental Hotels Group$303,567$11,940 ▲4.1%2,8730.1%Consumer DiscretionaryJJacobs Solutions$299,230$299,230 ▲New Holding1,9460.1%Business ServicesBJBJ's Wholesale Club$294,737$1,967 ▼-0.7%3,8960.1%Consumer DiscretionaryPNRPentair$293,673$344,085 ▼-54.0%3,4370.1%Industrial ProductsADPAutomatic Data Processing$288,113$6,252 ▲2.2%1,1520.1%Business ServicesMMCMarsh & McLennan Companies$287,125$287,125 ▲New Holding1,3930.1%FinanceITGartner$280,280$4,767 ▲1.7%5880.1%Business ServicesVERALTO CORP$279,153$47,442 ▲20.5%3,1480.1%COM SHSLIILennox International$277,911$61,649 ▼-18.2%5680.1%ConstructionMCDMcDonald's$276,0300.0%9790.1%Retail/WholesalePTCPTC$275,570$14,166 ▲5.4%1,4590.1%Computer and TechnologySBUXStarbucks$270,515$85,450 ▼-24.0%2,9600.1%Retail/WholesaleCTSHCognizant Technology Solutions$265,116$265,116 ▲New Holding3,6160.1%Computer and TechnologyPSAPublic Storage$260,228$260,228 ▲New Holding8950.1%FinanceCIGCEMIG$258,911$14,852 ▲6.1%104,8210.1%UtilitiesLLYEli Lilly and Company$258,042$258,042 ▲New Holding3320.1%MedicalAXONAxon Enterprise$254,374$254,374 ▲New Holding8130.1%Industrial ProductsCDWCDW$252,715$1,024 ▼-0.4%9870.1%Computer and TechnologyPOOLPool$251,474$21,057 ▲9.1%6210.1%Consumer DiscretionaryTTTrane Technologies$250,308$5,702 ▼-2.2%8340.1%Business ServicesROPRoper Technologies$244,078$3,928 ▲1.6%4350.1%Computer and TechnologyCHKPCheck Point Software Technologies$241,991$4,263 ▲1.8%1,4760.1%Computer and TechnologySBACSBA Communications$237,562$237,562 ▲New Holding1,0950.1%FinanceEAElectronic Arts$234,349$133 ▼-0.1%1,7650.1%Consumer DiscretionaryIEFAiShares Core MSCI EAFE ETF$232,4200.0%3,1320.1%ETFAPHAmphenol$230,428$118,968 ▼-34.0%1,9950.1%Computer and TechnologyNVSNovartis$229,576$161,883 ▼-41.4%2,3740.1%MedicalWTFCWintrust Financial$229,529$229,529 ▲New Holding2,2000.1%FinanceNTAPNetApp$218,355$218,355 ▲New Holding2,0820.1%Computer and TechnologyNFLXNetflix$214,999$214,999 ▲New Holding3540.1%Consumer DiscretionaryBABoeing$211,710$57,897 ▼-21.5%1,0970.1%AerospaceTXNTexas Instruments$207,405$23,355 ▼-10.1%1,1900.1%Computer and TechnologyWATWaters$206,883$330,118 ▼-61.5%6010.1%MedicalWTTRSelect Water Solutions$206,253$34,400 ▲20.0%22,3460.1%Business ServicesGLDDGreat Lakes Dredge & Dock$205,017$82,899 ▲67.9%23,4300.1%ConstructionRTORentokil Initial$204,645$204,645 ▲New Holding6,7870.1%Business ServicesDHRDanaher$204,137$204,137 ▲New Holding8170.1%Multi-Sector ConglomeratesLMTLockheed Martin$201,0530.0%4420.1%AerospacePRMPerimeter Solutions$173,344$23,707 ▲15.8%23,3620.1%Basic MaterialsTEFTelefónica$163,785$7,832 ▲5.0%37,1390.1%UtilitiesWITWipro$134,158$5,043 ▲3.9%23,3300.1%Computer and TechnologySWIMLatham Group$128,860$33,427 ▲35.0%32,5400.0%ConstructionSIRISirius XM$126,000$23,027 ▼-15.5%32,4750.0%Consumer DiscretionaryShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.