Latest Gitterman Wealth Management, LLC Stock Portfolio

Gitterman Wealth Management, LLC Performance:

2025 Q2: -0.08%YTD: -0.29%2024: -4.13%

Performance for 2025 Q2 is -0.08%, and YTD is -0.29%, and 2024 is -4.13%.

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 $429.2 Millions as of 30 Jun, 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% of portfolio in 2023 ETF SERIES TRUST II.

The fund managers got completely rid off HCA HEALTHCARE INC (HCA), HERSHEY CO (HSY) and COGNIZANT TECHNOLOGY SOLUTIO (CTSH) stocks. They significantly reduced their stock positions in D R HORTON INC (DHI), VIATRIS INC (VTRS) and INGERSOLL RAND INC (IR). Gitterman Wealth Management, LLC opened new stock positions in AUTODESK INC (ADSK), VERIZON COMMUNICATIONS INC (VZ) and AUTOZONE INC (AZO). The fund showed a lot of confidence in some stocks as they added substantially to CISCO SYS INC (CSCO), COMPANHIA DE SANEAMENTO BASI (SBS) and NASDAQ INC (NDAQ).

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

Our best estimate is that Gitterman Wealth Management, LLC made a return of -0.08% in the last quarter. In trailing 12 months, it's portfolio return was 1.1%.

New Buys

Ticker	$ Bought
autodesk inc	569,461
verizon communications inc	505,434
autozone inc	371,205
smucker j m co	361,966
chubb limited	359,539
booking holdings inc	358,919
delta air lines inc del	358,276
edwards lifesciences corp	349,913

New stocks bought by Gitterman Wealth Management, LLC

Additions

Ticker	% Inc.
cisco sys inc	109
companhia de saneamento basi	95.4
nasdaq inc	87.6
mcdonalds corp	82.98
jpmorgan chase & co.	64.41
at&t inc	58.87
deere & co	57.68
merck & co inc	45.66

Additions to existing portfolio by Gitterman Wealth Management, LLC

Reductions

Ticker	% Reduced
d r horton inc	-99.5
viatris inc	-99.31
ingersoll rand inc	-98.41
lowes cos inc	-97.04
s&p global inc	-94.85
goldman sachs group inc	-92.77
regions financial corp new	-89.45
oracle corp	-86.49

Gitterman Wealth Management, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
leslies inc	-17,901
icici bank limited	-216,437
cognizant technology solutio	-361,789
target corp	-320,456
ppg inds inc	-333,023
applied matls inc	-329,875
hershey co	-368,281
expedia group inc	-297,170

Gitterman Wealth Management, LLC got rid off the above stocks

Sector Distribution

Gitterman Wealth Management, LLC has about 84% of it's holdings in Others sector.

Sector	%
Others	84
Technology	4.7
Industrials	3.3
Healthcare	1.8
Financial Services	1.7
Utilities	1.2
Communication Services	1.1

Market Cap. Distribution

Gitterman Wealth Management, LLC has about 14% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	84
LARGE-CAP	8.4
MEGA-CAP	5.6
MID-CAP	1.6

Stocks belong to which Index?

About 14.3% of the stocks held by Gitterman Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	85.7
S&P 500	13.1
RUSSELL 2000	1.2

Top 5 Winners (%)		%
AXON	axon enterprise inc	56.9 %
NVDA	nvidia corporation	35.3 %
GLDD	great lakes dredge & dock co	33.4 %
MSFT	microsoft corp	32.5 %
RCL	royal caribbean group	30.4 %

Top 5 Winners ($)		$
MSFT	microsoft corp	1.4 M
GLD	spdr gold tr	1.3 M
IJR	ishares tr	0.4 M
NVDA	nvidia corporation	0.3 M
GOOG	alphabet inc	0.2 M

Top 5 Losers (%)		%
ORLY	oreilly automotive inc	-93.4 %
FAST	fastenal co	-43.6 %
UNH	unitedhealth group inc	-40.4 %
BMY	bristol-myers squibb co	-24.0 %
PCG	pg&e corp	-17.3 %

Top 5 Losers ($)		$
ORLY	oreilly automotive inc	-4.7 M
UNH	unitedhealth group inc	-0.5 M
AAPL	apple inc	-0.5 M
JNJ	johnson & johnson	-0.2 M
FAST	fastenal co	-0.2 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 338 stocks in it's portfolio. About 80.4% of the portfolio is in top 10 stocks. ORLY proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Gitterman Wealth Management, LLC last quarter.

Last Reported on: 12 Aug, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	BNDW	vanguard scottsdale fds	19.31	1,385,700	82,878,500	added	1.12
Historical Trend of VANGUARD SCOTTSDALE FDS Position Held By Gitterman Wealth Management, LLC What % of Portfolio is BNDW?: Number of BNDW shares held: Change in No. of Shares Held:
		2023 etf series trust ii	12.97	1,624,910	55,669,700	added	2.9

	VB	vanguard index fds	12.96	97,886	55,607,000	added	2.58

	BIL	spdr series trust	8.67	405,565	37,202,500	added	0.63

	GRID	first tr exchange traded fd	8.01	247,187	34,363,200	added	1.27

	CSD	invesco exchange traded fd t	6.03	369,969	25,865,000	added	1.8

	GLD	spdr gold tr	5.64	79,470	24,224,800	added	0.24

	ACWF	ishares tr	3.90	441,172	16,746,900	added	2.00

	AAPL	apple inc	1.59	33,206	6,812,780	added	2.73

	MSFT	microsoft corp	1.30	11,241	5,591,580	reduced	-0.04

	VB	vanguard index fds	1.20	16,927	5,144,590	added	5.8

	IJR	ishares tr	1.07	7,414	4,603,120	added	0.9

	JNJ	johnson & johnson	0.50	14,005	2,139,220	reduced	-0.06

	NEE	nextera energy inc	0.44	27,126	1,883,060	added	23.45

	GOOG	alphabet inc	0.33	8,085	1,424,900	reduced	-4.78

		novo-nordisk a s	0.28	17,113	1,181,140	reduced	-10.39

	NOC	northrop grumman corp	0.22	1,860	929,963	unchanged	0.00

	IJR	ishares tr	0.21	2,111	896,289	unchanged	0.00

		berkshire hathaway inc del	0.21	1,818	883,130	added	28.03

	GOOG	alphabet inc	0.19	4,644	823,840	unchanged	0.00