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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Gitterman Wealth Management, LLC

Quarter ended Q3 2024 · Filed November 13, 2024 · Accession 0001172661-24-004642

Total Value
$239.9M
Positions
127
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (127)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SCOTTSDALE FDS92206C7061,783,045$107.7M44.91%
2FIRST TR EXCHANGE TRADED FD33737A108227,335$28.9M12.06%
3SPDR SER TR78468R663271,920$25.0M10.41%
4ISHARES TR46428772161,874$9.4M3.91%
5APPLE INCAAPL34,469$8.0M3.35%
6MICROSOFT CORPMSFT11,835$5.1M2.12%
7ISHARES TR4642872007,344$4.2M1.77%
8JOHNSON & JOHNSONJNJ15,043$2.4M1.02%
9NOVO-NORDISK A SNONOF19,166$2.3M0.95%
10NEXTERA ENERGY INCNEE-PW21,136$1.8M0.74%
11INTERNATIONAL BUSINESS MACHSINTR7,854$1.7M0.72%
12UNITEDHEALTH GROUP INCUNH2,577$1.5M0.63%
13VANGUARD INDEX FDS9229087695,234$1.5M0.62%
14ALPHABET INCGOOG8,874$1.5M0.61%
15RBB FD INC74933W45224,978$1.2M0.52%
16NORTHROP GRUMMAN CORPNOC1,860$982,2100.41%
17AAON INCAAON9,000$970,5600.40%
18EXXON MOBIL CORPXOM7,455$873,7810.36%
19ALPHABET INCGOOG4,490$750,6820.31%
20BERKSHIRE HATHAWAY INC DELBRK-A1,579$726,7510.30%
21XYLEM INCXYL5,328$719,5150.30%
22BERKSHIRE HATHAWAY INC DELBRK-A1$691,1800.29%
23NUSHARES ETF TRNU30,353$688,9960.29%
24ISHARES TR4642876141,732$650,1580.27%
25HONEYWELL INTL INC4385161063,030$626,3100.26%
26COSTCO WHSL CORP NEW22160K105602$533,6840.22%
27AT&T INCT-PC23,347$513,6630.21%
28AMERICAN WTR WKS CO INC NEW0304201033,465$506,8470.21%
29AMAZON COM INCAMZN2,662$496,0100.21%
30PROCTER AND GAMBLE CO7427181092,853$494,0800.21%
31PTC INCPTC2,725$492,2070.21%
32KKR & CO INCKKRT3,551$463,6900.19%
33CORE & MAIN INCCNM10,424$462,8260.19%
34AMERICAN EXPRESS COAXP1,686$457,2430.19%
35HOME DEPOT INCHD1,123$455,4850.19%
36INVESCO QQQ TRIVZ892$435,3580.18%
37PENTAIR PLCPNR4,431$433,2570.18%
383M COMMM3,112$425,6630.18%
39STANTEC INCSTN5,248$422,0000.18%
40PRIMO WATER CORPORATION74167P10815,440$389,8600.16%
41TETRA TECH INC NEWTTEK7,969$375,8410.16%
42VERALTO CORPVLTO3,356$375,5930.16%
43EBAY INC.EBAY5,681$370,1270.15%
44ESSENTIAL UTILS INC29670G1029,223$355,7610.15%
45NOVARTIS AGNVSEF3,075$353,5610.15%
46BANK NEW YORK MELLON CORP0640581004,799$344,9590.14%
47DEERE & CODE818$341,3760.14%
48LENNOX INTL INC526107107561$339,6290.14%
49SMITH A O CORPAOS3,755$337,3870.14%
50JACOBS SOLUTIONS INCJ2,532$331,5680.14%
51KROGER COKR5,724$328,0870.14%
52SYSCO CORPSYY4,198$327,7960.14%
53JPMORGAN CHASE & CO.VYLD1,547$326,2010.14%
54RPM INTL INC7496851032,694$325,9180.14%
55INTERCONTINENTAL HOTELS GROU45857P8062,933$324,1410.14%
56AKAMAI TECHNOLOGIES INCAKAM3,196$322,6380.13%
57IDEX CORP45167R1041,484$318,5440.13%
58BOSTON SCIENTIFIC CORPBSX3,791$317,6850.13%
59WABTEC9297401081,745$317,2680.13%
60HARTFORD FINL SVCS GROUP INCHIG-PG2,695$316,9600.13%
61HP INCHPQ8,423$302,1320.13%
62PRUDENTIAL FINL INCPUKPF2,489$301,7260.13%
63MCDONALDS CORPMCD979$298,1160.12%
64CENCORA INCCOR1,320$297,3730.12%
65CVS HEALTH CORPCVS4,690$294,8360.12%
66ELI LILLY & COLLY332$293,8580.12%
67RAYMOND JAMES FINL INC7547301092,361$289,1290.12%
68CIA ENERGETICA DE MINAS GERA204409601139,861$288,1140.12%
69CHECK POINT SOFTWARE TECH LTM224651041,485$286,2230.12%
70CHIPOTLE MEXICAN GRILL INCCMG4,944$284,8770.12%
71AXON ENTERPRISE INCAXON700$279,7150.12%
72POOL CORPPOOL737$278,8460.12%
73VANGUARD SCOTTSDALE FDS92206C1024,688$276,6860.12%
74SBA COMMUNICATIONS CORP NEWSBAC1,148$276,0610.12%
75TAIWAN SEMICONDUCTOR MFG LTD8740391001,586$275,5700.11%
76AMERIPRISE FINL INC03076C106579$272,1490.11%
77SAP SESAPGF1,176$269,7360.11%
78VISA INCV969$266,9210.11%
79SERVICENOW INCNOW292$261,1680.11%
80GOLDMAN SACHS GROUP INCGSCE524$259,7360.11%
81LOCKHEED MARTIN CORPLMT442$258,3750.11%
82AUTOZONE INCAZO82$258,3000.11%
83M & T BK CORP55261F1041,392$248,2690.10%
84EQUINIX INCEQIX277$247,7200.10%
85AFLAC INCAFL2,208$246,8910.10%
86PERIMETER SOLUTIONS SAPRM18,355$246,8750.10%
87MORGAN STANLEYMS-PQ2,365$246,5280.10%
88WINTRUST FINL CORP97650W1082,260$245,2280.10%
89SYNCHRONY FINANCIALSYF-PB4,804$239,7310.10%
90FMC CORPFMC3,585$236,4150.10%
91S&P GLOBAL INCSPGI457$236,1580.10%
92DR REDDYS LABS LTD2561352032,964$235,6590.10%
93LOWES COS INC548661107862$233,6840.10%
94BRISTOL-MYERS SQUIBB COCELG-RI4,449$230,2240.10%
95STARBUCKS CORPSBUX2,360$230,0770.10%
96CATALENT INC1488061023,795$229,8670.10%
97ILLINOIS TOOL WKS INC452308109877$229,8250.10%
98WASTE MGMT INC DEL94106L1091,104$229,2900.10%
99CONSOLIDATED EDISON INCED2,198$228,8850.10%
100MERCK & CO INCMRK2,007$228,0780.10%
101LATHAM GROUP INCSWIM33,502$227,8110.09%
102BOEING COBA-PA1,497$227,6040.09%
103SELECT WATER SOLUTIONS INCWTTR20,439$227,4700.09%
104AUTOMATIC DATA PROCESSING INADP813$225,8330.09%
105TYLER TECHNOLOGIES INCTYL385$224,7380.09%
106NATIONAL GRID PLCNMPWP3,202$223,0150.09%
107NETAPP INCNTAP1,786$220,7620.09%
108TEXAS INSTRS INC8825081041,062$219,3770.09%
109APPLIED MATLS INC0382221051,080$218,2930.09%
110AON PLCAON622$215,2060.09%
111HSBC HLDGS PLCHBCYF4,760$215,0490.09%
112HUBBELL INCHUBB501$214,7100.09%
113NASDAQ INCNDAQ2,921$213,3580.09%
114DANAHER CORPORATION235851102765$212,8930.09%
115ZURN ELKAY WATER SOLNS CORP98983L1085,869$210,9150.09%
116ROPER TECHNOLOGIES INCROP378$210,5520.09%
117EAGLE MATLS INC26969P108730$210,3790.09%
118ICU MED INCICUI1,148$209,0970.09%
119ADVANCED DRAIN SYS INC DEL00790R1041,311$206,3940.09%
120GREAT LAKES DREDGE & DOCK COGLDD19,588$206,2590.09%
121LINDSAY CORPLNN1,652$205,8370.09%
122ORIX CORPORXCF1,765$204,9550.09%
123AUTODESK INCADSK737$202,8840.08%
124NVIDIA CORPORATIONNVDA1,660$201,5900.08%
125PEARSON PLCPSORF14,121$191,6220.08%
126TELEFONICA S ATELFY38,065$184,9910.08%
127WIPRO LTDWIT23,979$155,3860.06%