13F HOLDINGS REPORT
Gitterman Wealth Management, LLC
Quarter ended Q1 2024 · Filed May 8, 2024 · Accession 0001172661-24-002066
Total Value
$258.0M
Positions
100
Other Managers
0
Confidential Omitted
No
Holdings (100)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 92206C102 | 1,756,921 | $102.0M | 39.55% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C706 | 898,888 | $52.6M | 20.40% |
| 3 | SPDR SER TR | 78468R663 | 277,207 | $25.4M | 9.86% |
| 4 | FIRST TR EXCHANGE TRADED FD | 33737A108 | 180,971 | $20.7M | 8.04% |
| 5 | APPLE INC | AAPL | 35,747 | $6.1M | 2.38% |
| 6 | MICROSOFT CORP | MSFT | 12,020 | $5.1M | 1.96% |
| 7 | ISHARES TR | 464287200 | 7,216 | $3.8M | 1.47% |
| 8 | NOVO-NORDISK A S | NONOF | 19,088 | $2.5M | 0.95% |
| 9 | JOHNSON & JOHNSON | JNJ | 15,043 | $2.4M | 0.92% |
| 10 | ALPHABET INC | GOOG | 10,442 | $1.6M | 0.61% |
| 11 | INTERNATIONAL BUSINESS MACHS | INTR | 7,967 | $1.5M | 0.59% |
| 12 | NEXTERA ENERGY INC | NEE-PW | 21,873 | $1.4M | 0.54% |
| 13 | UNITEDHEALTH GROUP INC | UNH | 2,577 | $1.3M | 0.49% |
| 14 | RBB FD INC | 74933W452 | 21,271 | $1.1M | 0.41% |
| 15 | NORTHROP GRUMMAN CORP | NOC | 1,868 | $894,137 | 0.35% |
| 16 | AAON INC | AAON | 9,000 | $792,900 | 0.31% |
| 17 | MASTERCARD INCORPORATED | MA | 1,467 | $706,980 | 0.27% |
| 18 | NUSHARES ETF TR | NU | 31,615 | $694,570 | 0.27% |
| 19 | XYLEM INC | XYL | 5,299 | $684,848 | 0.27% |
| 20 | ALPHABET INC | GOOG | 4,490 | $683,649 | 0.27% |
| 21 | AON PLC | AON | 2,008 | $670,458 | 0.26% |
| 22 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,579 | $664,001 | 0.26% |
| 23 | GRAINGER W W INC | 384802104 | 642 | $653,339 | 0.25% |
| 24 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $634,440 | 0.25% |
| 25 | HONEYWELL INTL INC | 438516106 | 3,072 | $630,509 | 0.24% |
| 26 | VISA INC | V | 2,001 | $558,786 | 0.22% |
| 27 | ISHARES TR | 464287614 | 1,647 | $555,122 | 0.22% |
| 28 | AFLAC INC | AFL | 5,840 | $501,195 | 0.19% |
| 29 | GENERAL ELECTRIC CO | 369604301 | 2,811 | $493,410 | 0.19% |
| 30 | AMAZON COM INC | AMZN | 2,662 | $480,171 | 0.19% |
| 31 | CORE & MAIN INC | CNM | 8,185 | $468,595 | 0.18% |
| 32 | PROCTER AND GAMBLE CO | 742718109 | 2,853 | $462,845 | 0.18% |
| 33 | AMERICAN WTR WKS CO INC NEW | 030420103 | 3,725 | $455,291 | 0.18% |
| 34 | COSTCO WHSL CORP NEW | 22160K105 | 602 | $441,044 | 0.17% |
| 35 | SNAP ON INC | SNA | 1,484 | $440,037 | 0.17% |
| 36 | AT&T INC | T-PC | 24,919 | $438,585 | 0.17% |
| 37 | BROADCOM INC | AVGO | 306 | $405,578 | 0.16% |
| 38 | TRANSDIGM GROUP INC | TDG | 315 | $387,950 | 0.15% |
| 39 | AMERICAN EXPRESS CO | AXP | 1,686 | $383,885 | 0.15% |
| 40 | BROWN & BROWN INC | BRO | 4,371 | $382,700 | 0.15% |
| 41 | STANTEC INC | STN | 4,464 | $370,609 | 0.14% |
| 42 | TETRA TECH INC NEW | TTEK | 1,986 | $366,749 | 0.14% |
| 43 | THE CIGNA GROUP | 125523100 | 1,002 | $364,436 | 0.14% |
| 44 | KKR & CO INC | KKRT | 3,551 | $357,160 | 0.14% |
| 45 | PRIMO WATER CORPORATION | 74167P108 | 19,529 | $355,631 | 0.14% |
| 46 | HILTON WORLDWIDE HLDGS INC | HLT | 1,642 | $350,261 | 0.14% |
| 47 | ESSENTIAL UTILS INC | 29670G102 | 9,146 | $338,881 | 0.13% |
| 48 | ELEVANCE HEALTH INC | ELV | 648 | $336,217 | 0.13% |
| 49 | DEERE & CO | DE | 818 | $335,985 | 0.13% |
| 50 | MCCORMICK & CO INC | MKC-V | 4,373 | $335,892 | 0.13% |
| 51 | NIKE INC | NKE | 3,567 | $335,414 | 0.13% |
| 52 | INVESCO QQQ TR | IVZ | 750 | $333,007 | 0.13% |
| 53 | REGENERON PHARMACEUTICALS | REGN | 344 | $331,084 | 0.13% |
| 54 | SAP SE | SAPGF | 1,609 | $313,803 | 0.12% |
| 55 | JPMORGAN CHASE & CO | VYLD | 1,547 | $309,864 | 0.12% |
| 56 | CENTENE CORP DEL | CNC | 3,914 | $307,172 | 0.12% |
| 57 | HP INC | HPQ | 10,163 | $307,125 | 0.12% |
| 58 | INTERCONTINENTAL HOTELS GROU | 45857P806 | 2,873 | $303,567 | 0.12% |
| 59 | JACOBS SOLUTIONS INC | J | 1,946 | $299,230 | 0.12% |
| 60 | BJS WHSL CLUB HLDGS INC | 05550J101 | 3,896 | $294,737 | 0.11% |
| 61 | PENTAIR PLC | PNR | 3,437 | $293,673 | 0.11% |
| 62 | AUTOMATIC DATA PROCESSING IN | ADP | 1,152 | $288,113 | 0.11% |
| 63 | MARSH & MCLENNAN COS INC | 571748102 | 1,393 | $287,125 | 0.11% |
| 64 | GARTNER INC | IT | 588 | $280,280 | 0.11% |
| 65 | VERALTO CORP | VLTO | 3,148 | $279,153 | 0.11% |
| 66 | LENNOX INTL INC | 526107107 | 568 | $277,911 | 0.11% |
| 67 | MCDONALDS CORP | MCD | 979 | $276,030 | 0.11% |
| 68 | PTC INC | PTC | 1,459 | $275,570 | 0.11% |
| 69 | STARBUCKS CORP | SBUX | 2,960 | $270,515 | 0.10% |
| 70 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 3,616 | $265,116 | 0.10% |
| 71 | PUBLIC STORAGE | PSA-PS | 895 | $260,228 | 0.10% |
| 72 | CIA ENERGETICA DE MINAS GERA | 204409601 | 104,821 | $258,911 | 0.10% |
| 73 | ELI LILLY & CO | LLY | 332 | $258,042 | 0.10% |
| 74 | AXON ENTERPRISE INC | AXON | 813 | $254,374 | 0.10% |
| 75 | CDW CORP | CDW | 987 | $252,715 | 0.10% |
| 76 | POOL CORP | POOL | 621 | $251,474 | 0.10% |
| 77 | TRANE TECHNOLOGIES PLC | TT | 834 | $250,308 | 0.10% |
| 78 | ROPER TECHNOLOGIES INC | ROP | 435 | $244,078 | 0.09% |
| 79 | CHECK POINT SOFTWARE TECH LT | M22465104 | 1,476 | $241,991 | 0.09% |
| 80 | SBA COMMUNICATIONS CORP NEW | SBAC | 1,095 | $237,562 | 0.09% |
| 81 | ELECTRONIC ARTS INC | EA | 1,765 | $234,349 | 0.09% |
| 82 | ISHARES TR | 46432F842 | 3,132 | $232,420 | 0.09% |
| 83 | AMPHENOL CORP NEW | 032095101 | 1,995 | $230,428 | 0.09% |
| 84 | NOVARTIS AG | NVSEF | 2,374 | $229,576 | 0.09% |
| 85 | WINTRUST FINL CORP | 97650W108 | 2,200 | $229,529 | 0.09% |
| 86 | NETAPP INC | NTAP | 2,082 | $218,355 | 0.08% |
| 87 | NETFLIX INC | NFLX | 354 | $214,999 | 0.08% |
| 88 | BOEING CO | BA-PA | 1,097 | $211,710 | 0.08% |
| 89 | TEXAS INSTRS INC | 882508104 | 1,190 | $207,405 | 0.08% |
| 90 | WATERS CORP | 941848103 | 601 | $206,883 | 0.08% |
| 91 | SELECT WATER SOLUTIONS INC | WTTR | 22,346 | $206,253 | 0.08% |
| 92 | GREAT LAKES DREDGE & DOCK CO | GLDD | 23,430 | $205,017 | 0.08% |
| 93 | RENTOKIL INITIAL PLC | RKLIF | 6,787 | $204,645 | 0.08% |
| 94 | DANAHER CORPORATION | 235851102 | 817 | $204,137 | 0.08% |
| 95 | LOCKHEED MARTIN CORP | LMT | 442 | $201,053 | 0.08% |
| 96 | PERIMETER SOLUTIONS SA | PRM | 23,362 | $173,344 | 0.07% |
| 97 | TELEFONICA S A | TELFY | 37,139 | $163,785 | 0.06% |
| 98 | WIPRO LTD | WIT | 23,330 | $134,158 | 0.05% |
| 99 | LATHAM GROUP INC | SWIM | 32,540 | $128,860 | 0.05% |
| 100 | SIRIUS XM HOLDINGS INC | SIRI | 32,475 | $126,000 | 0.05% |