13F HOLDINGS REPORT
Gitterman Wealth Management, LLC
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001172661-23-000723
Total Value
$199.7M
Positions
80
Other Managers
0
Confidential Omitted
No
Holdings (80)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 92206C102 | 1,535,564 | $88.8M | 44.47% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C706 | 1,149,328 | $67.2M | 33.67% |
| 3 | APPLE INC | AAPL | 35,729 | $4.6M | 2.33% |
| 4 | ISHARES TR | 464287200 | 9,379 | $3.6M | 1.80% |
| 5 | JOHNSON & JOHNSON | JNJ | 16,230 | $2.9M | 1.44% |
| 6 | MICROSOFT CORP | MSFT | 11,835 | $2.8M | 1.42% |
| 7 | NOVO-NORDISK A S | NONOF | 14,667 | $2.0M | 0.99% |
| 8 | INTERNATIONAL BUSINESS MACHS | INTR | 10,722 | $1.5M | 0.76% |
| 9 | AAON INC | AAON | 20,000 | $1.5M | 0.75% |
| 10 | UNITEDHEALTH GROUP INC | UNH | 2,593 | $1.4M | 0.69% |
| 11 | ALPHABET INC | GOOG | 13,977 | $1.2M | 0.62% |
| 12 | NEXTERA ENERGY INC | NEE-PW | 13,095 | $1.1M | 0.55% |
| 13 | NORTHROP GRUMMAN CORP | NOC | 1,868 | $1.0M | 0.51% |
| 14 | NUSHARES ETF TR | NU | 46,767 | $1.0M | 0.51% |
| 15 | ALPHABET INC | GOOG | 8,780 | $779,047 | 0.39% |
| 16 | HONEYWELL INTL INC | 438516106 | 3,212 | $688,310 | 0.34% |
| 17 | ISHARES TR | 464287614 | 2,640 | $565,594 | 0.28% |
| 18 | AMERICAN EXPRESS CO | AXP | 3,670 | $542,244 | 0.27% |
| 19 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 7,143 | $532,080 | 0.27% |
| 20 | CISCO SYS INC | CSCO | 10,268 | $489,175 | 0.25% |
| 21 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $468,711 | 0.23% |
| 22 | HORIZON TECHNOLOGY FIN CORP | HTFC | 39,490 | $458,066 | 0.23% |
| 23 | ISHARES TR | 46432F842 | 7,269 | $448,025 | 0.22% |
| 24 | PROCTER AND GAMBLE CO | 742718109 | 2,953 | $447,505 | 0.22% |
| 25 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,379 | $425,973 | 0.21% |
| 26 | JPMORGAN CHASE & CO | VYLD | 3,149 | $422,282 | 0.21% |
| 27 | CONSOLIDATED EDISON INC | ED | 4,370 | $416,512 | 0.21% |
| 28 | STARBUCKS CORP | SBUX | 4,195 | $416,144 | 0.21% |
| 29 | HOME DEPOT INC | HD | 1,283 | $405,709 | 0.20% |
| 30 | KIMBERLY-CLARK CORP | KMB | 2,734 | $371,152 | 0.19% |
| 31 | HANNON ARMSTRONG SUST INFR C | 41068X100 | 11,819 | $342,488 | 0.17% |
| 32 | COSTCO WHSL CORP NEW | 22160K105 | 744 | $339,636 | 0.17% |
| 33 | ISHARES TR | 464287168 | 2,670 | $321,977 | 0.16% |
| 34 | VERIZON COMMUNICATIONS INC | VZ | 7,605 | $299,640 | 0.15% |
| 35 | ABBOTT LABS | ABLZF | 2,647 | $290,839 | 0.15% |
| 36 | PFIZER INC | PFE | 5,613 | $287,591 | 0.14% |
| 37 | BROOKFIELD RENEWABLE CORP | BEPC | 10,262 | $282,597 | 0.14% |
| 38 | BOEING CO | BA-PA | 1,412 | $268,972 | 0.13% |
| 39 | HOWMET AEROSPACE INC | HWM | 6,805 | $268,228 | 0.13% |
| 40 | INVESCO QQQ TR | IVZ | 1,004 | $267,345 | 0.13% |
| 41 | AMERISOURCEBERGEN CORP | COR | 1,599 | $265,090 | 0.13% |
| 42 | GSK PLC | GLAXF | 7,529 | $264,569 | 0.13% |
| 43 | OTIS WORLDWIDE CORP | OTIS | 3,359 | $263,192 | 0.13% |
| 44 | AMAZON COM INC | AMZN | 3,087 | $259,308 | 0.13% |
| 45 | KEYSIGHT TECHNOLOGIES INC | KEYS | 1,501 | $256,776 | 0.13% |
| 46 | INCYTE CORP | INCY | 3,192 | $256,381 | 0.13% |
| 47 | AUTOZONE INC | AZO | 103 | $254,004 | 0.13% |
| 48 | CHARTER COMMUNICATIONS INC N | 16119P108 | 740 | $250,940 | 0.13% |
| 49 | NIKE INC | NKE | 2,122 | $248,341 | 0.12% |
| 50 | VORNADO RLTY TR | 929042109 | 11,801 | $245,614 | 0.12% |
| 51 | IRON MTN INC DEL | 46284V101 | 4,821 | $240,371 | 0.12% |
| 52 | MSCI INC | MSCI | 512 | $238,261 | 0.12% |
| 53 | FISERV INC | FISV | 2,342 | $236,706 | 0.12% |
| 54 | LOWES COS INC | 548661107 | 1,177 | $234,831 | 0.12% |
| 55 | FORTIVE CORP | FTV | 3,628 | $233,192 | 0.12% |
| 56 | DANAHER CORPORATION | 235851102 | 872 | $231,447 | 0.12% |
| 57 | HUMANA INC | HUM | 449 | $229,975 | 0.12% |
| 58 | VANGUARD INDEX FDS | 922908553 | 2,774 | $228,685 | 0.11% |
| 59 | HUDSON PAC PPTYS INC | 444097109 | 23,397 | $227,625 | 0.11% |
| 60 | REGENERON PHARMACEUTICALS | REGN | 313 | $225,093 | 0.11% |
| 61 | STANTEC INC | STN | 4,651 | $223,013 | 0.11% |
| 62 | DEERE & CO | DE | 518 | $222,098 | 0.11% |
| 63 | ABB LTD | ABLZF | 7,178 | $218,664 | 0.11% |
| 64 | LOCKHEED MARTIN CORP | LMT | 442 | $215,029 | 0.11% |
| 65 | VANGUARD INDEX FDS | 922908736 | 1,006 | $214,224 | 0.11% |
| 66 | TESLA INC | TSLA | 1,714 | $211,126 | 0.11% |
| 67 | NUCOR CORP | NUE | 1,601 | $211,025 | 0.11% |
| 68 | CONSTELLATION ENERGY CORP | CEG | 2,407 | $207,559 | 0.10% |
| 69 | AMERICAN WTR WKS CO INC NEW | 030420103 | 1,334 | $203,306 | 0.10% |
| 70 | NOVARTIS AG | NVSEF | 2,218 | $201,153 | 0.10% |
| 71 | CIA ENERGETICA DE MINAS GERA | 204409601 | 96,880 | $196,668 | 0.10% |
| 72 | LLOYDS BANKING GROUP PLC | LLOBF | 70,809 | $155,782 | 0.08% |
| 73 | STEELCASE INC | 858155203 | 18,902 | $133,642 | 0.07% |
| 74 | SELECT ENERGY SVCS INC | WTTR | 13,808 | $127,583 | 0.06% |
| 75 | TELEFONICA S A | TELFY | 30,891 | $110,283 | 0.06% |
| 76 | WIPRO LTD | WIT | 22,372 | $104,249 | 0.05% |
| 77 | PORTAGE FINTECH ACQUISITN CO | G7185D122 | 10,000 | $100,500 | 0.05% |
| 78 | NEW YORK MTG TR INC | 649604501 | 33,966 | $86,953 | 0.04% |
| 79 | GREAT LAKES DREDGE & DOCK CO | GLDD | 12,281 | $73,071 | 0.04% |
| 80 | AGEAGLE AERIAL SYS INC NEW | 00848K101 | 18,247 | $6,386 | 0.00% |