13F HOLDINGS REPORT
Gitterman Wealth Management, LLC
Quarter ended Q4 2023 · Filed November 2, 2023 · Accession 0001172661-23-003581
Total Value
$210.9M
Positions
83
Other Managers
0
Confidential Omitted
No
Holdings (83)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 92206C102 | 1,624,624 | $93.6M | 44.38% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C706 | 1,239,352 | $70.8M | 33.59% |
| 3 | APPLE INC | AAPL | 35,271 | $6.0M | 2.86% |
| 4 | MICROSOFT CORP | MSFT | 13,088 | $4.1M | 1.96% |
| 5 | ISHARES TR | 464287200 | 7,209 | $3.1M | 1.47% |
| 6 | JOHNSON & JOHNSON | JNJ | 16,644 | $2.6M | 1.23% |
| 7 | NOVO-NORDISK A S | NONOF | 23,088 | $2.1M | 1.00% |
| 8 | ALPHABET INC | GOOG | 13,465 | $1.8M | 0.84% |
| 9 | AAON INC | AAON | 27,000 | $1.5M | 0.73% |
| 10 | UNITEDHEALTH GROUP INC | UNH | 2,577 | $1.3M | 0.62% |
| 11 | NUSHARES ETF TR | NU | 58,913 | $1.2M | 0.59% |
| 12 | INTERNATIONAL BUSINESS MACHS | INTR | 8,168 | $1.1M | 0.54% |
| 13 | ALPHABET INC | GOOG | 8,080 | $1.1M | 0.51% |
| 14 | NEXTERA ENERGY INC | NEE-PW | 15,765 | $903,208 | 0.43% |
| 15 | NORTHROP GRUMMAN CORP | NOC | 1,868 | $822,275 | 0.39% |
| 16 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,779 | $623,184 | 0.30% |
| 17 | HONEYWELL INTL INC | 438516106 | 3,172 | $585,975 | 0.28% |
| 18 | MASTERCARD INCORPORATED | MA | 1,414 | $560,036 | 0.27% |
| 19 | AMERICAN EXPRESS CO | AXP | 3,670 | $547,527 | 0.26% |
| 20 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $531,477 | 0.25% |
| 21 | ELI LILLY & CO | LLY | 920 | $494,089 | 0.23% |
| 22 | VERISK ANALYTICS INC | VRSK | 1,936 | $457,533 | 0.22% |
| 23 | JPMORGAN CHASE & CO | VYLD | 3,110 | $451,013 | 0.21% |
| 24 | ISHARES TR | 464287614 | 1,647 | $438,085 | 0.21% |
| 25 | PROCTER AND GAMBLE CO | 742718109 | 2,947 | $429,800 | 0.20% |
| 26 | AUTODESK INC | ADSK | 1,932 | $399,547 | 0.19% |
| 27 | STARBUCKS CORP | SBUX | 4,195 | $382,878 | 0.18% |
| 28 | XYLEM INC | XYL | 4,061 | $369,605 | 0.18% |
| 29 | DANAHER CORPORATION | 235851102 | 1,449 | $359,575 | 0.17% |
| 30 | COSTCO WHSL CORP NEW | 22160K105 | 602 | $340,106 | 0.16% |
| 31 | AMAZON COM INC | AMZN | 2,662 | $338,393 | 0.16% |
| 32 | ANSYS INC | 03662Q105 | 1,111 | $330,581 | 0.16% |
| 33 | REGENERON PHARMACEUTICALS | REGN | 397 | $326,729 | 0.15% |
| 34 | NIKE INC | NKE | 3,272 | $312,875 | 0.15% |
| 35 | DEERE & CO | DE | 818 | $308,697 | 0.15% |
| 36 | HUMANA INC | HUM | 616 | $299,703 | 0.14% |
| 37 | AON PLC | AON | 924 | $299,691 | 0.14% |
| 38 | AVERY DENNISON CORP | AVY | 1,584 | $289,729 | 0.14% |
| 39 | STANTEC INC | STN | 4,461 | $289,463 | 0.14% |
| 40 | ACCENTURE PLC IRELAND | ACN | 909 | $279,339 | 0.13% |
| 41 | AUTOMATIC DATA PROCESSING IN | ADP | 1,131 | $272,232 | 0.13% |
| 42 | BOEING CO | BA-PA | 1,397 | $267,777 | 0.13% |
| 43 | INVESCO QQQ TR | IVZ | 735 | $263,328 | 0.12% |
| 44 | S&P GLOBAL INC | SPGI | 715 | $261,349 | 0.12% |
| 45 | WATSCO INC | WSO-B | 691 | $260,671 | 0.12% |
| 46 | EXELON CORP | EXC | 6,844 | $258,681 | 0.12% |
| 47 | MCDONALDS CORP | MCD | 979 | $257,908 | 0.12% |
| 48 | AMERICAN WTR WKS CO INC NEW | 030420103 | 2,044 | $252,976 | 0.12% |
| 49 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,908 | $252,706 | 0.12% |
| 50 | NORDSON CORP | NDSN | 1,131 | $252,499 | 0.12% |
| 51 | AMPHENOL CORP NEW | 032095101 | 2,979 | $250,316 | 0.12% |
| 52 | CIA ENERGETICA DE MINAS GERA | 204409601 | 100,704 | $243,708 | 0.12% |
| 53 | LENNOX INTL INC | 526107107 | 650 | $243,500 | 0.12% |
| 54 | FIRST SOLAR INC | FSLR | 1,471 | $237,696 | 0.11% |
| 55 | NOVARTIS AG | NVSEF | 2,291 | $233,294 | 0.11% |
| 56 | GARTNER INC | IT | 661 | $227,120 | 0.11% |
| 57 | ZURN ELKAY WATER SOLNS CORP | 98983L108 | 8,085 | $226,572 | 0.11% |
| 58 | PENTAIR PLC | PNR | 3,443 | $222,965 | 0.11% |
| 59 | HERSHEY CO | HSY | 1,107 | $221,622 | 0.11% |
| 60 | RENTOKIL INITIAL PLC | RKLIF | 5,974 | $221,353 | 0.10% |
| 61 | ESSENTIAL UTILS INC | 29670G102 | 6,441 | $221,166 | 0.10% |
| 62 | UNIVERSAL HLTH SVCS INC | 913903100 | 1,743 | $219,192 | 0.10% |
| 63 | KKR & CO INC | KKRT | 3,551 | $218,742 | 0.10% |
| 64 | TETRA TECH INC NEW | TTEK | 1,436 | $218,409 | 0.10% |
| 65 | POOL CORP | POOL | 603 | $215,295 | 0.10% |
| 66 | ULTA BEAUTY INC | ULTA | 537 | $214,510 | 0.10% |
| 67 | DAVITA INC | DVA | 2,238 | $211,562 | 0.10% |
| 68 | ENPHASE ENERGY INC | ENPH | 1,706 | $204,978 | 0.10% |
| 69 | PRIMO WATER CORPORATION | 74167P108 | 14,775 | $203,895 | 0.10% |
| 70 | ISHARES TR | 46432F842 | 3,132 | $201,512 | 0.10% |
| 71 | INTEL CORP | INTC | 5,657 | $201,107 | 0.10% |
| 72 | WALMART INC | WMT | 1,255 | $200,713 | 0.10% |
| 73 | SIRIUS XM HOLDINGS INC | SIRI | 35,844 | $162,023 | 0.08% |
| 74 | LLOYDS BANKING GROUP PLC | LLOBF | 72,486 | $154,394 | 0.07% |
| 75 | SELECT WATER SOLUTIONS INC | WTTR | 18,537 | $147,359 | 0.07% |
| 76 | TELEFONICA S A | TELFY | 35,614 | $144,941 | 0.07% |
| 77 | COMPANHIA DE SANEAMENTO BASI | SBS | 11,383 | $137,948 | 0.07% |
| 78 | WIPRO LTD | WIT | 22,672 | $109,730 | 0.05% |
| 79 | PORTAGE FINTECH ACQUISITN CO | G7185D122 | 10,000 | $104,700 | 0.05% |
| 80 | GREAT LAKES DREDGE & DOCK CO | GLDD | 13,040 | $103,931 | 0.05% |
| 81 | PERIMETER SOLUTIONS SA | PRM | 18,110 | $82,221 | 0.04% |
| 82 | LATHAM GROUP INC | SWIM | 13,224 | $37,026 | 0.02% |
| 83 | RIGETTI COMPUTING INC | RGTIW | 20,000 | $26,600 | 0.01% |