Latest Gitterman Wealth Management, LLC Stock Portfolio
$224Million
Equity Portfolio Value
Last Reported on: 05 Feb, 2024
About Gitterman Wealth Management, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Gitterman Wealth Management, LLC reported an equity portfolio of $224.5 Millions as of 31 Dec, 2023.
The top stock holdings of Gitterman Wealth Management, LLC are BNDW, BNDW, AAPL. The fund has invested 42.9% of it's portfolio in VANGUARD SCOTTSDALE FDS and 33.2% of portfolio in VANGUARD SCOTTSDALE FDS.
The fund managers got completely rid off ELI LILLY & CO (LLY), AUTODESK INC (ADSK) and DANAHER CORPORATION (DHR) stocks. They significantly reduced their stock positions in ALPHABET INC (GOOG), JPMORGAN CHASE & CO (JPM) and REGENERON PHARMACEUTICALS (REGN). Gitterman Wealth Management, LLC opened new stock positions in WATERS CORP (WAT), ADOBE INC (ADBE) and SMITH A O CORP (AOS). The fund showed a lot of confidence in some stocks as they added substantially to PENTAIR PLC (PNR), LATHAM GROUP INC (SWIM) and NOVARTIS AG (NVS).
The top stock holdings of Gitterman Wealth Management, LLC are BNDW, BNDW, AAPL. The fund has invested 42.9% of it's portfolio in VANGUARD SCOTTSDALE FDS and 33.2% of portfolio in VANGUARD SCOTTSDALE FDS.
The fund managers got completely rid off ELI LILLY & CO (LLY), AUTODESK INC (ADSK) and DANAHER CORPORATION (DHR) stocks. They significantly reduced their stock positions in ALPHABET INC (GOOG), JPMORGAN CHASE & CO (JPM) and REGENERON PHARMACEUTICALS (REGN). Gitterman Wealth Management, LLC opened new stock positions in WATERS CORP (WAT), ADOBE INC (ADBE) and SMITH A O CORP (AOS). The fund showed a lot of confidence in some stocks as they added substantially to PENTAIR PLC (PNR), LATHAM GROUP INC (SWIM) and NOVARTIS AG (NVS).
New Buys
| Ticker | $ Bought |
|---|---|
| WATERS CORP | 513,599 |
| ADOBE INC | 499,950 |
| SMITH A O CORP | 418,006 |
| MASCO CORP | 408,305 |
| PALO ALTO NETWORKS INC | 398,087 |
| EXPEDIA GROUP INC | 388,279 |
| AGILENT TECHNOLOGIES INC | 359,917 |
| MARRIOTT INTL INC NEW | 352,831 |
New stocks bought by Gitterman Wealth Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| PENTAIR PLC | 116 |
| LATHAM GROUP INC | 82.24 |
| NOVARTIS AG | 76.69 |
| AON PLC | 71.21 |
| AMERICAN WTR WKS CO INC NEW | 28.13 |
| DAVITA INC | 20.55 |
| TETRA TECH INC NEW | 15.53 |
| NIKE INC | 13.91 |
Additions to existing portfolio by Gitterman Wealth Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ALPHABET INC | -29.21 |
| JPMORGAN CHASE & CO | -28.84 |
| REGENERON PHARMACEUTICALS | -23.68 |
| ALPHABET INC | -20.76 |
| AMERICAN EXPRESS CO | -17.68 |
| STANTEC INC | -15.8 |
| GARTNER INC | -12.56 |
| VERISK ANALYTICS INC | -9.76 |
Gitterman Wealth Management, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| LLOYDS BANKING GROUP PLC | -154,394 |
| RIGETTI COMPUTING INC | -26,600 |
| COMPANHIA DE SANEAMENTO BASI | -137,948 |
| ZURN ELKAY WATER SOLNS CORP | -226,572 |
| EXELON CORP | -258,681 |
| RENTOKIL INITIAL PLC | -221,353 |
| INTEL CORP | -201,107 |
| TAIWAN SEMICONDUCTOR MFG LTD | -252,706 |
Gitterman Wealth Management, LLC got rid off the above stocks
Current Stock Holdings of Gitterman Wealth Management, LLC
Last Reported on: 05 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| A | AGILENT TECHNOLOGIES INC | 0.16 | 2,588 | 359,917 | NEW | ||
| AAON | AAON INC | 0.89 | 27,000 | 1,994,490 | UNCHANGED | 0.00 | |
| AAPL | APPLE INC | 2.98 | 34,802 | 6,700,420 | REDUCED | -1.33 | |
| ACN | ACCENTURE PLC IRELAND | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ADBE | ADOBE INC | 0.22 | 838 | 499,950 | NEW | ||
| ADP | AUTOMATIC DATA PROCESSING IN | 0.12 | 1,127 | 262,814 | REDUCED | -0.35 | |
| ADSK | AUTODESK INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGG | ISHARES TR | 1.53 | 7,214 | 3,445,540 | ADDED | 0.07 | |
| AGG | ISHARES TR | 0.22 | 1,647 | 499,321 | UNCHANGED | 0.00 | |
| AMZN | AMAZON COM INC | 0.18 | 2,662 | 404,464 | UNCHANGED | 0.00 | |
| ANSS | ANSYS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AON | AON PLC | 0.20 | 1,582 | 460,565 | ADDED | 71.21 | |
| AOS | SMITH A O CORP | 0.19 | 5,071 | 418,006 | NEW | ||
| APH | AMPHENOL CORP NEW | 0.13 | 3,025 | 300,099 | ADDED | 1.54 | |
| AVY | AVERY DENNISON CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AWK | AMERICAN WTR WKS CO INC NEW | 0.15 | 2,619 | 345,797 | ADDED | 28.13 | |
| AXP | AMERICAN EXPRESS CO | 0.25 | 3,021 | 565,954 | REDUCED | -17.68 | |
| BA | BOEING CO | 0.16 | 1,397 | 364,143 | UNCHANGED | 0.00 | |
| BIIB | BIOGEN INC | 0.11 | 980 | 253,589 | NEW | ||
| BJ | BJS WHSL CLUB HLDGS INC | 0.12 | 3,922 | 261,440 | NEW | ||
| BNDW | VANGUARD SCOTTSDALE FDS | 42.92 | 1,651,840 | 96,351,900 | ADDED | 1.68 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 33.24 | 1,258,070 | 74,628,600 | ADDED | 1.51 | |
| CDW | CDW CORP | 0.10 | 991 | 225,433 | NEW | ||
| CHKP | CHECK POINT SOFTWARE TECH LT | 0.10 | 1,450 | 221,468 | NEW | ||
| CI | THE CIGNA GROUP | 0.12 | 896 | 268,517 | NEW | ||
| CIG | CIA ENERGETICA DE MINAS GERA | 0.10 | 98,808 | 229,235 | REDUCED | -1.88 | |
| CNM | CORE & MAIN INC | 0.15 | 8,195 | 331,161 | NEW | ||
| COST | COSTCO WHSL CORP NEW | 0.18 | 602 | 397,369 | UNCHANGED | 0.00 | |
| DE | DEERE & CO | 0.15 | 818 | 327,094 | UNCHANGED | 0.00 | |
| DHR | DANAHER CORPORATION | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| DVA | DAVITA INC | 0.13 | 2,698 | 282,643 | ADDED | 20.55 | |
| EA | ELECTRONIC ARTS INC | 0.11 | 1,766 | 241,758 | NEW | ||
| ENPH | ENPHASE ENERGY INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| EXC | EXELON CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| EXPE | EXPEDIA GROUP INC | 0.17 | 2,558 | 388,279 | NEW | ||
| FSLR | FIRST SOLAR INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| FTV | FORTIVE CORP | 0.11 | 3,413 | 251,395 | NEW | ||
| GLDD | GREAT LAKES DREDGE & DOCK CO | 0.05 | 13,956 | 107,180 | ADDED | 7.02 | |
| GOOG | ALPHABET INC | 0.66 | 10,670 | 1,490,490 | REDUCED | -20.76 | |
| GOOG | ALPHABET INC | 0.36 | 5,720 | 806,117 | REDUCED | -29.21 | |
| GWW | GRAINGER W W INC | 0.14 | 393 | 325,708 | NEW | ||
| HON | HONEYWELL INTL INC | 0.30 | 3,172 | 665,179 | UNCHANGED | 0.00 | |
| HSY | HERSHEY CO | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| HUM | HUMANA INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| IBCE | ISHARES TR | 0.10 | 3,132 | 220,301 | UNCHANGED | 0.00 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 0.58 | 8,030 | 1,313,340 | REDUCED | -1.69 | |
| IHG | INTERCONTINENTAL HOTELS GROU | 0.11 | 2,760 | 251,658 | NEW | ||
| INTC | INTEL CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| IT | GARTNER INC | 0.12 | 578 | 260,748 | REDUCED | -12.56 | |
| JNJ | JOHNSON & JOHNSON | 1.10 | 15,809 | 2,477,900 | REDUCED | -5.02 | |
| JPM | JPMORGAN CHASE & CO | 0.17 | 2,213 | 376,432 | REDUCED | -28.84 | |
| KKR | KKR & CO INC | 0.13 | 3,551 | 294,200 | UNCHANGED | 0.00 | |
| LII | LENNOX INTL INC | 0.14 | 694 | 310,726 | ADDED | 6.77 | |
| LLY | ELI LILLY & CO | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| LMT | LOCKHEED MARTIN CORP | 0.09 | 442 | 200,332 | NEW | ||
| LYG | LLOYDS BANKING GROUP PLC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| MA | MASTERCARD INCORPORATED | 0.26 | 1,391 | 593,626 | REDUCED | -1.63 | |
| MAR | MARRIOTT INTL INC NEW | 0.16 | 1,564 | 352,831 | NEW | ||
| MAS | MASCO CORP | 0.18 | 6,096 | 408,305 | NEW | ||
| MCD | MCDONALDS CORP | 0.13 | 979 | 290,284 | UNCHANGED | 0.00 | |
| MSFT | MICROSOFT CORP | 2.19 | 13,060 | 4,911,400 | REDUCED | -0.21 | |
| NDSN | NORDSON CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NDVG | NUSHARES ETF TR | 0.59 | 59,233 | 1,318,520 | ADDED | 0.54 | |
| NEE | NEXTERA ENERGY INC | 0.45 | 16,466 | 1,000,130 | ADDED | 4.45 | |
| NKE | NIKE INC | 0.18 | 3,727 | 404,792 | ADDED | 13.91 | |
| NOC | NORTHROP GRUMMAN CORP | 0.39 | 1,868 | 874,485 | UNCHANGED | 0.00 | |
| NVO | NOVO-NORDISK A S | 1.06 | 23,088 | 2,388,450 | UNCHANGED | 0.00 | |
| NVS | NOVARTIS AG | 0.18 | 4,048 | 408,673 | ADDED | 76.69 | |
| PANW | PALO ALTO NETWORKS INC | 0.18 | 1,350 | 398,087 | NEW | ||
| PFTA | PERCEPTION CAPITAL CORP III | 0.05 | 10,000 | 104,400 | UNCHANGED | 0.00 | |
| PG | PROCTER AND GAMBLE CO | 0.19 | 2,853 | 418,029 | REDUCED | -3.19 | |
| PNR | PENTAIR PLC | 0.24 | 7,464 | 542,757 | ADDED | 116 | |
| POOL | POOL CORP | 0.10 | 569 | 227,613 | REDUCED | -5.64 | |
| PRM | PERIMETER SOLUTIONS SA | 0.04 | 20,167 | 92,768 | ADDED | 11.36 | |
| PRMW | PRIMO WATER CORPORATION | 0.10 | 14,893 | 224,133 | ADDED | 0.8 | |
| PTC | PTC INC | 0.11 | 1,384 | 242,053 | NEW | ||
| PYPL | PAYPAL HLDGS INC | 0.13 | 4,725 | 290,163 | NEW | ||
| QQQ | INVESCO QQQ TR | 0.13 | 735 | 300,997 | UNCHANGED | 0.00 | |
| REGN | REGENERON PHARMACEUTICALS | 0.12 | 303 | 266,126 | REDUCED | -23.68 | |
| RGTI | RIGETTI COMPUTING INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ROP | ROPER TECHNOLOGIES INC | 0.10 | 428 | 233,411 | NEW | ||
| RTO | RENTOKIL INITIAL PLC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SAP | SAP SE | 0.11 | 1,543 | 238,529 | NEW | ||
| SBS | COMPANHIA DE SANEAMENTO BASI | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SBUX | STARBUCKS CORP | 0.17 | 3,895 | 373,959 | REDUCED | -7.15 | |
| SIRI | SIRIUS XM HOLDINGS INC | 0.09 | 38,410 | 210,105 | ADDED | 7.16 | |
| SNPS | SYNOPSYS INC | 0.12 | 537 | 276,503 | NEW | ||
| SPGI | S&P GLOBAL INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| STN | STANTEC INC | 0.13 | 3,756 | 301,255 | REDUCED | -15.8 | |
| SWIM | LATHAM GROUP INC | 0.03 | 24,099 | 63,379 | ADDED | 82.24 | |
| TEF | TELEFONICA S A | 0.06 | 35,363 | 137,912 | REDUCED | -0.7 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TT | TRANE TECHNOLOGIES PLC | 0.09 | 853 | 207,885 | NEW | ||
| TTEK | TETRA TECH INC NEW | 0.12 | 1,659 | 276,940 | ADDED | 15.53 | |
| TXN | TEXAS INSTRS INC | 0.10 | 1,324 | 225,755 | NEW | ||
| UHS | UNIVERSAL HLTH SVCS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ULTA | ULTA BEAUTY INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| UNH | UNITEDHEALTH GROUP INC | 0.60 | 2,577 | 1,356,710 | UNCHANGED | 0.00 | |
| V | VISA INC | 0.10 | 834 | 217,311 | NEW | ||
| VRSK | VERISK ANALYTICS INC | 0.19 | 1,747 | 417,569 | REDUCED | -9.76 | |
| WAT | WATERS CORP | 0.23 | 1,560 | 513,599 | NEW | ||
| WIT | WIPRO LTD | 0.06 | 22,453 | 125,055 | REDUCED | -0.97 | |
| WMT | WALMART INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| WSO | WATSCO INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| WTRG | ESSENTIAL UTILS INC | 0.11 | 6,864 | 256,398 | ADDED | 6.57 | |
| WTTR | SELECT WATER SOLUTIONS INC | 0.06 | 18,619 | 141,312 | ADDED | 0.44 | |
| XYL | XYLEM INC | 0.23 | 4,552 | 520,525 | ADDED | 12.09 | |
| YUM | YUM BRANDS INC | 0.12 | 2,084 | 272,529 | NEW | ||
| ZTS | ZOETIS INC | 0.13 | 1,479 | 292,043 | NEW | ||
| ZWS | ZURN ELKAY WATER SOLNS CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BERKSHIRE HATHAWAY INC DEL | 0.28 | 1,779 | 634,498 | UNCHANGED | 0.00 | ||
| BERKSHIRE HATHAWAY INC DEL | 0.24 | 1.00 | 542,625 | UNCHANGED | 0.00 | ||
| VERALTO CORP | 0.10 | 2,613 | 214,948 | NEW |