Latest Gitterman Wealth Management, LLC Stock Portfolio
Gitterman Wealth Management, LLC Performance:
2025 Q3: 2.16%YTD: 2.43%2024: 3.6%
Performance for 2025 Q3 is 2.16%, and YTD is 2.43%, and 2024 is 3.6%.
About Gitterman Wealth Management, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Gitterman Wealth Management, LLC reported an equity portfolio of $436.5 Millions as of 30 Sep, 2025.
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.
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).
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.
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 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%.
New Buys
| Ticker | $ Bought |
|---|---|
| old rep intl corp | 309,994 |
| analog devices inc | 279,614 |
| truist finl corp | 235,321 |
| chevron corp new | 223,768 |
New stocks bought by Gitterman Wealth Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ingersoll rand inc | 5,766 |
| broadcom inc | 1,250 |
| goldman sachs group inc | 842 |
| lennar corp | 763 |
| tesla inc | 729 |
| meta platforms inc | 469 |
| oracle corp | 439 |
| ge vernova inc | 322 |
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.
| Sector | % |
|---|---|
| Others | 86.4 |
| Technology | 4.6 |
| Industrials | 2.5 |
| Utilities | 1.6 |
| Communication Services | 1.1 |
Market Cap. Distribution
Gitterman Wealth Management, LLC has about 12% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 86.4 |
| MEGA-CAP | 7.6 |
| LARGE-CAP | 4.4 |
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.
| Index | % |
|---|---|
| Others | 87.4 |
| S&P 500 | 11.3 |
| RUSSELL 2000 | 1.3 |
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.
Last Reported on: 04 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAON | aaon inc | 0.19 | 9,074 | 847,932 | reduced | -4.67 | ||
| AAPL | apple inc | 2.11 | 36,222 | 9,223,160 | added | 9.08 | ||
| ABBV | abbvie inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABC | cencora inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABT | abbott labs | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACM | aecom | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACN | accenture plc ireland | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACWF | ishares tr | 4.02 | 442,646 | 17,533,400 | added | 0.33 | ||
| ADBE | adobe inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADI | analog devices inc | 0.06 | 1,138 | 279,614 | new | |||
| ADP | automatic data processing in | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADSK | autodesk inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AFK | vaneck etf trust | 0.11 | 1,455 | 474,854 | added | 36.24 | ||
| AIZ | assurant inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ALL | allstate corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMGN | amgen inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMP | ameriprise finl inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMT | american tower corp new | 0.06 | 1,437 | 276,432 | added | 48.45 | ||
| AMZN | amazon com inc | 0.25 | 4,921 | 1,080,500 | added | 105 | ||
| ANSS | ansys inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||