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Latest Gitterman Wealth Management, LLC Stock Portfolio

$436Million | No. of Holdings #127

Gitterman Wealth Management, LLC Performance

2025 Q3+2.16%
YTD+2.43%
2024+3.60%

About Gitterman Wealth Management, LLC and 13F Hedge Fund Stock Holdings

On 2025-11-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, Gitterman Wealth Management, LLC reported an equity portfolio of $436.5 Millions as of 30 Sep, 2025. <br><br> The top stock holdings of Gitterman Wealth Management, LLC are BNDW, VB, . The fund has invested 19.3% of it's portfolio in VANGUARD SCOTTSDALE FDS and 13.7% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off ISHARES TR (IJR), AT&T INC (T) and AUTODESK INC (ADSK) stocks. They significantly reduced their stock positions in CISCO SYS INC (CSCO), AXON ENTERPRISE INC (AXON) and MCDONALDS CORP (MCD). Gitterman Wealth Management, LLC opened new stock positions in OLD REP INTL CORP (ORI), ANALOG DEVICES INC (ADI) and TRUIST FINL CORP (TFC). The fund showed a lot of confidence in some stocks as they added substantially to INGERSOLL RAND INC (IR), BROADCOM INC (AVGO) and GOLDMAN SACHS GROUP INC (GS).
Gitterman Wealth Management, LLC Equity Portfolio Value
Last Reported on: 04 Nov, 2025
$436Million
  as of Nov 04, 2025

Gitterman Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Gitterman Wealth Management, LLC made a return of 2.16% in the last quarter. In trailing 12 months, it's portfolio return was 2.83%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
old rep intl corp309,994
analog devices inc279,614
truist finl corp235,321
chevron corp new223,768
New stocks bought by Gitterman Wealth Management, LLC

Additions

Ticker% Inc.
ingersoll rand inc5,766
broadcom inc1,250
goldman sachs group inc842
lennar corp763
tesla inc729
meta platforms inc469
oracle corp439
ge vernova inc322
Additions to existing portfolio by Gitterman Wealth Management, LLC

Reductions

Ticker% Reduced
cisco sys inc-55.34
axon enterprise inc-46.23
mcdonalds corp-45.46
verizon communications inc-41.08
berkshire hathaway inc del-22.00
modine mfg co-21.65
deere & co-21.14
perimeter solutions inc-20.94
Gitterman Wealth Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ford mtr co-324,166
pg&e corp-328,232
at&t inc-653,216
walgreens boots alliance inc-231,087
sila realty trust inc-307,140
primo brands corporation-321,776
infosys ltd-175,456
cion invt corp-69,860
Gitterman Wealth Management, LLC got rid off the above stocks

Sector Distribution

Gitterman Wealth Management, LLC has about 86.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Utilities
  • Communication Services
Sector%
Others86.4
Technology4.6
Industrials2.5
Utilities1.6
Communication Services1.1

Market Cap. Distribution

Gitterman Wealth Management, LLC has about 12% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED86.4
MEGA-CAP7.6
LARGE-CAP4.4

Stocks belong to which Index?

About 12.6% of the stocks held by Gitterman Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others87.4
S&P 50011.3
RUSSELL 20001.3
Top 5 Winners (%)%
MOD
modine mfg co
44.3 %
GOOG
alphabet inc
29.5 %
AAON
aaon inc
26.7 %
GOOG
alphabet inc
26.5 %
FIX
comfort sys usa inc
22.1 %
Top 5 Winners ($)$
GLD
spdr gold tr
4.0 M
AAPL
apple inc
1.6 M
GOOG
alphabet inc
0.5 M
JNJ
johnson & johnson
0.5 M
IJR
ishares tr
0.4 M
Top 5 Losers (%)%
SBAC
sba communications corp new
-13.8 %
AXON
axon enterprise inc
-13.3 %
PM
philip morris intl inc
-10.9 %
DE
deere & co
-10.1 %
AMT
american tower corp new
-9.1 %
Top 5 Losers ($)$
CNM
core & main inc
-0.1 M
HON
honeywell intl inc
-0.1 M
AXON
axon enterprise inc
-0.1 M
DE
deere & co
-0.1 M
SBAC
sba communications corp new
0.0 M

Gitterman Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Gitterman Wealth Management, LLC

Gitterman Wealth Management, LLC has 127 stocks in it's portfolio. About 83.8% of the portfolio is in top 10 stocks. CNM proved to be the most loss making stock for the portfolio. GLD was the most profitable stock for Gitterman Wealth Management, LLC last quarter.

$436.46MTotal Value
343Positions
04 Nov, 2025Last Reported
Current holdings of Current Stock Holdings of Gitterman Wealth Management, LLC, last reported on 04 Nov, 2025. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACWF
Ishares Tr

Ishares Tr

ACWF
Gitterman Wealth Management, LLC's holding in Ishares Tr over time
4.02%442,646
$17.53M
4.02%
increased 0.33 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Gitterman Wealth Management, LLC's holding in Vaneck Etf Trust over time
0.11%1,455
$474.9K
0.11%
increased 36.24 percentadded