13F HOLDINGS REPORT
Gitterman Wealth Management, LLC
Quarter ended Q2 2024 · Filed August 12, 2024 · Accession 0001172661-24-003220
Total Value
$259.4M
Positions
109
Other Managers
0
Confidential Omitted
No
Holdings (109)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 92206C102 | 1,748,449 | $101.4M | 39.08% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C706 | 895,245 | $52.1M | 20.09% |
| 3 | SPDR SER TR | 78468R663 | 275,392 | $25.3M | 9.74% |
| 4 | FIRST TR EXCHANGE TRADED FD | 33737A108 | 172,971 | $20.0M | 7.71% |
| 5 | APPLE INC | AAPL | 35,204 | $7.4M | 2.86% |
| 6 | MICROSOFT CORP | MSFT | 11,997 | $5.4M | 2.07% |
| 7 | ISHARES TR | 464287200 | 7,217 | $3.9M | 1.52% |
| 8 | NOVO-NORDISK A S | NONOF | 19,088 | $2.7M | 1.05% |
| 9 | JOHNSON & JOHNSON | JNJ | 15,043 | $2.2M | 0.85% |
| 10 | ALPHABET INC | GOOG | 8,320 | $1.5M | 0.58% |
| 11 | NEXTERA ENERGY INC | NEE-PW | 20,923 | $1.5M | 0.57% |
| 12 | INTERNATIONAL BUSINESS MACHS | INTR | 7,968 | $1.4M | 0.53% |
| 13 | UNITEDHEALTH GROUP INC | UNH | 2,577 | $1.3M | 0.51% |
| 14 | RBB FD INC | 74933W452 | 25,368 | $1.3M | 0.49% |
| 15 | ALPHABET INC | GOOG | 4,490 | $823,558 | 0.32% |
| 16 | NORTHROP GRUMMAN CORP | NOC | 1,868 | $814,355 | 0.31% |
| 17 | AAON INC | AAON | 9,000 | $785,160 | 0.30% |
| 18 | XYLEM INC | XYL | 4,885 | $662,754 | 0.26% |
| 19 | NUSHARES ETF TR | NU | 30,313 | $661,418 | 0.25% |
| 20 | HONEYWELL INTL INC | 438516106 | 3,072 | $655,973 | 0.25% |
| 21 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,579 | $642,338 | 0.25% |
| 22 | ISHARES TR | 464287614 | 1,732 | $631,331 | 0.24% |
| 23 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $612,241 | 0.24% |
| 24 | AMAZON COM INC | AMZN | 2,662 | $514,432 | 0.20% |
| 25 | AT&T INC | T-PC | 26,867 | $513,410 | 0.20% |
| 26 | COSTCO WHSL CORP NEW | 22160K105 | 602 | $511,694 | 0.20% |
| 27 | MCDONALDS CORP | MCD | 1,999 | $509,829 | 0.20% |
| 28 | NASDAQ INC | NDAQ | 8,305 | $500,506 | 0.19% |
| 29 | PROCTER AND GAMBLE CO | 742718109 | 2,853 | $470,461 | 0.18% |
| 30 | PAYCHEX INC | PAYX | 3,944 | $468,011 | 0.18% |
| 31 | ABBVIE INC | ABBV | 2,719 | $466,811 | 0.18% |
| 32 | STARBUCKS CORP | SBUX | 5,983 | $466,055 | 0.18% |
| 33 | AMERICAN WTR WKS CO INC NEW | 030420103 | 3,487 | $450,353 | 0.17% |
| 34 | INVESCO QQQ TR | IVZ | 907 | $434,553 | 0.17% |
| 35 | ISHARES TR | 46435G425 | 3,568 | $425,837 | 0.16% |
| 36 | MASTERCARD INCORPORATED | MA | 957 | $422,810 | 0.16% |
| 37 | AMERICAN EXPRESS CO | AXP | 1,686 | $390,394 | 0.15% |
| 38 | CHIPOTLE MEXICAN GRILL INC | CMG | 6,200 | $388,459 | 0.15% |
| 39 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 9,282 | $385,484 | 0.15% |
| 40 | REGENERON PHARMACEUTICALS | REGN | 366 | $384,667 | 0.15% |
| 41 | TJX COS INC NEW | 872540109 | 3,432 | $378,126 | 0.15% |
| 42 | CORE & MAIN INC | CNM | 7,683 | $376,007 | 0.14% |
| 43 | KKR & CO INC | KKRT | 3,551 | $373,708 | 0.14% |
| 44 | STANTEC INC | STN | 4,402 | $367,761 | 0.14% |
| 45 | TETRA TECH INC NEW | TTEK | 1,738 | $355,400 | 0.14% |
| 46 | CSX CORP | CSX | 10,156 | $339,699 | 0.13% |
| 47 | SMITH A O CORP | AOS | 4,054 | $331,563 | 0.13% |
| 48 | ESSENTIAL UTILS INC | 29670G102 | 8,879 | $331,402 | 0.13% |
| 49 | TYSON FOODS INC | TSN | 5,749 | $328,465 | 0.13% |
| 50 | EMERSON ELEC CO | EMR | 2,929 | $322,868 | 0.12% |
| 51 | PRIMO WATER CORPORATION | 74167P108 | 14,748 | $322,369 | 0.12% |
| 52 | PENTAIR PLC | PNR | 4,203 | $322,249 | 0.12% |
| 53 | NOVARTIS AG | NVSEF | 3,024 | $321,819 | 0.12% |
| 54 | THE CIGNA GROUP | 125523100 | 959 | $317,745 | 0.12% |
| 55 | JACOBS SOLUTIONS INC | J | 2,253 | $314,934 | 0.12% |
| 56 | DISNEY WALT CO | 254687106 | 3,157 | $313,422 | 0.12% |
| 57 | JPMORGAN CHASE & CO. | VYLD | 1,547 | $312,897 | 0.12% |
| 58 | VERALTO CORP | VLTO | 3,236 | $309,050 | 0.12% |
| 59 | INTERCONTINENTAL HOTELS GROU | 45857P806 | 2,900 | $307,327 | 0.12% |
| 60 | DEERE & CO | DE | 818 | $305,629 | 0.12% |
| 61 | CENCORA INC | COR | 1,355 | $305,426 | 0.12% |
| 62 | ELI LILLY & CO | LLY | 332 | $300,306 | 0.12% |
| 63 | CAPITAL ONE FINL CORP | 14040H105 | 2,165 | $300,022 | 0.12% |
| 64 | BERKLEY W R CORP | WRB-PH | 3,773 | $296,610 | 0.11% |
| 65 | LENNOX INTL INC | 526107107 | 549 | $294,161 | 0.11% |
| 66 | RPM INTL INC | 749685103 | 2,640 | $284,245 | 0.11% |
| 67 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,625 | $282,440 | 0.11% |
| 68 | LABCORP HOLDINGS INC | LH | 1,338 | $272,496 | 0.11% |
| 69 | BOEING CO | BA-PA | 1,497 | $272,469 | 0.11% |
| 70 | PTC INC | PTC | 1,484 | $269,509 | 0.10% |
| 71 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 3,953 | $268,954 | 0.10% |
| 72 | HILTON WORLDWIDE HLDGS INC | HLT | 1,225 | $267,295 | 0.10% |
| 73 | HOME DEPOT INC | HD | 769 | $264,831 | 0.10% |
| 74 | TRAVELERS COMPANIES INC | TRV | 1,288 | $262,185 | 0.10% |
| 75 | VISA INC | V | 958 | $251,841 | 0.10% |
| 76 | MERCK & CO INC | MRK | 2,030 | $251,351 | 0.10% |
| 77 | AUTOMATIC DATA PROCESSING IN | ADP | 1,018 | $243,564 | 0.09% |
| 78 | CHECK POINT SOFTWARE TECH LT | M22465104 | 1,476 | $243,458 | 0.09% |
| 79 | SELECT WATER SOLUTIONS INC | WTTR | 22,685 | $242,731 | 0.09% |
| 80 | SBA COMMUNICATIONS CORP NEW | SBAC | 1,233 | $241,985 | 0.09% |
| 81 | SYSCO CORP | SYY | 3,385 | $241,650 | 0.09% |
| 82 | CIA ENERGETICA DE MINAS GERA | 204409601 | 137,108 | $241,313 | 0.09% |
| 83 | RENTOKIL INITIAL PLC | RKLIF | 7,984 | $236,739 | 0.09% |
| 84 | SAP SE | SAPGF | 1,158 | $233,848 | 0.09% |
| 85 | MORGAN STANLEY | MS-PQ | 2,365 | $229,854 | 0.09% |
| 86 | ISHARES TR | 46432F842 | 3,132 | $227,472 | 0.09% |
| 87 | SERVICENOW INC | NOW | 289 | $227,341 | 0.09% |
| 88 | NETAPP INC | NTAP | 1,763 | $227,093 | 0.09% |
| 89 | ACCENTURE PLC IRELAND | ACN | 744 | $225,927 | 0.09% |
| 90 | DR REDDYS LABS LTD | 256135203 | 2,916 | $222,171 | 0.09% |
| 91 | VALMONT INDS INC | 920253101 | 799 | $219,492 | 0.08% |
| 92 | NATIONAL GRID PLC | NMPWP | 3,862 | $219,419 | 0.08% |
| 93 | WINTRUST FINL CORP | 97650W108 | 2,227 | $219,364 | 0.08% |
| 94 | CINTAS CORP | CTAS | 305 | $213,628 | 0.08% |
| 95 | ADOBE INC | ADBE | 384 | $213,334 | 0.08% |
| 96 | ROPER TECHNOLOGIES INC | ROP | 373 | $210,420 | 0.08% |
| 97 | M & T BK CORP | 55261F104 | 1,370 | $207,360 | 0.08% |
| 98 | TEXAS INSTRS INC | 882508104 | 1,062 | $206,591 | 0.08% |
| 99 | LOCKHEED MARTIN CORP | LMT | 442 | $206,458 | 0.08% |
| 100 | NVIDIA CORPORATION | NVDA | 1,660 | $205,076 | 0.08% |
| 101 | HSBC HLDGS PLC | HBCYF | 4,699 | $204,364 | 0.08% |
| 102 | AXON ENTERPRISE INC | AXON | 694 | $204,199 | 0.08% |
| 103 | EQUINIX INC | EQIX | 266 | $202,570 | 0.08% |
| 104 | S&P GLOBAL INC | SPGI | 451 | $201,146 | 0.08% |
| 105 | GREAT LAKES DREDGE & DOCK CO | GLDD | 22,875 | $200,842 | 0.08% |
| 106 | TELEFONICA S A | TELFY | 37,371 | $157,329 | 0.06% |
| 107 | WIPRO LTD | WIT | 23,705 | $144,608 | 0.06% |
| 108 | PERIMETER SOLUTIONS SA | PRM | 17,617 | $137,941 | 0.05% |
| 109 | LATHAM GROUP INC | SWIM | 32,832 | $99,481 | 0.04% |