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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 Q4 2024 · Filed February 10, 2025 · Accession 0001172661-25-000607

Total Value
$239.4M
Positions
128
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (128)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SCOTTSDALE FDS92206C7061,793,213$104.0M43.45%
2FIRST TR EXCHANGE TRADED FD33737A108228,460$27.3M11.39%
3SPDR SER TR78468R663271,965$24.9M10.39%
4ISHARES TR46428772161,811$9.9M4.12%
5APPLE INCAAPL34,505$8.6M3.61%
6MICROSOFT CORPMSFT11,219$4.7M1.98%
7ISHARES TR4642872007,346$4.3M1.81%
8VANGUARD INDEX FDS92290876911,140$3.2M1.35%
9JOHNSON & JOHNSONJNJ16,596$2.4M1.00%
10INTERNATIONAL BUSINESS MACHSINTR8,754$1.9M0.80%
11NOVO-NORDISK A SNONOF19,088$1.6M0.69%
12ALPHABET INCGOOG8,436$1.6M0.67%
13NEXTERA ENERGY INCNEE-PW21,917$1.6M0.66%
14UNITEDHEALTH GROUP INCUNH2,580$1.3M0.55%
15RBB FD INC74933W45224,640$1.2M0.51%
16AAON INCAAON8,000$941,4400.39%
17ALPHABET INCGOOG4,604$876,8300.37%
18NORTHROP GRUMMAN CORPNOC1,860$872,8790.36%
19EXXON MOBIL CORPXOM7,470$803,4630.34%
20AON PLCAON2,035$731,0050.31%
21BERKSHIRE HATHAWAY INC DELBRK-A1,586$718,9020.30%
22MASTERCARD INCORPORATEDMA1,338$704,6990.29%
23AT&T INCT-PC30,752$700,2050.29%
24ISHARES TR4642876141,732$695,5370.29%
25BERKSHIRE HATHAWAY INC DELBRK-A1$680,9200.28%
26NUSHARES ETF TRNU30,463$663,4700.28%
27HONEYWELL INTL INC4385161062,933$662,5130.28%
28XYLEM INCXYL5,337$619,3580.26%
29CORE & MAIN INCCNM12,097$615,8550.26%
30DEERE & CODE1,379$584,2900.24%
31AMAZON COM INCAMZN2,600$570,4140.24%
32WASTE MGMT INC DEL94106L1092,821$569,3790.24%
33HP INCHPQ16,396$535,0660.22%
34KKR & CO INCKKRT3,551$525,2280.22%
35NVIDIA CORPORATIONNVDA3,845$516,3460.22%
36COSTCO WHSL CORP NEW22160K105555$508,3380.21%
37PROCTER AND GAMBLE CO7427181092,991$501,3850.21%
38AMERICAN EXPRESS COAXP1,686$500,3870.21%
39CONSOLIDATED EDISON INCED5,472$488,4810.20%
40PENTAIR PLCPNR4,724$475,4560.20%
41AMERICAN WTR WKS CO INC NEW0304201033,797$472,5820.20%
42PRIMO BRANDS CORPORATIONPRMB15,311$471,0930.20%
43VERIZON COMMUNICATIONS INCVZ11,453$458,0300.19%
44STANTEC INCSTN5,596$439,0670.18%
45DECKERS OUTDOOR CORPDECK2,135$433,5980.18%
46ELI LILLY & COLLY550$424,3610.18%
47ISHARES TR4642872264,368$423,2600.18%
48VERALTO CORPVLTO4,090$416,6980.17%
49INVESCO QQQ TRIVZ794$405,9170.17%
50TETRA TECH INC NEWTTEK9,880$393,6500.16%
51JACOBS SOLUTIONS INCJ2,888$386,1610.16%
52POOL CORPPOOL1,127$385,0900.16%
533M COMMM2,951$381,2350.16%
54WELLS FARGO CO NEW9497461015,377$377,7430.16%
55AXON ENTERPRISE INCAXON628$373,2370.16%
56JPMORGAN CHASE & CO.VYLD1,557$373,2280.16%
57ESSENTIAL UTILS INC29670G10210,243$372,0080.16%
58AUTOZONE INCAZO114$365,0280.15%
59BANK NEW YORK MELLON CORP0640581004,734$363,8580.15%
60HILTON WORLDWIDE HLDGS INCHLT1,441$356,1550.15%
61BOSTON SCIENTIFIC CORPBSX3,959$353,6190.15%
62PACCAR INCPCAR3,392$353,0070.15%
63TJX COS INC NEW8725401092,846$344,0100.14%
64TAIWAN SEMICONDUCTOR MFG LTD8740391001,725$341,0010.14%
65RPM INTL INC7496851032,762$339,9450.14%
66TYSON FOODS INCTSN5,757$330,6320.14%
67NOVARTIS AGNVSEF3,324$323,3520.14%
68OREILLY AUTOMOTIVE INC67103H107269$318,9800.13%
69SAP SESAPGF1,283$316,2230.13%
70HARTFORD FINL SVCS GROUP INCHIG-PG2,875$314,7570.13%
71VISA INCV989$313,1990.13%
72EVEREST GROUP LTDEG850$308,4330.13%
73COGNIZANT TECHNOLOGY SOLUTIOCTSH4,005$308,1240.13%
74MORGAN STANLEYMS-PQ2,373$298,3340.12%
75WINTRUST FINL CORP97650W1082,373$295,9260.12%
76CHECK POINT SOFTWARE TECH LTM224651041,533$286,1210.12%
77MCDONALDS CORPMCD981$284,3830.12%
78ZURN ELKAY WATER SOLNS CORP98983L1087,472$278,7210.12%
79INTERCONTINENTAL HOTELS GROU45857P8062,228$278,2870.12%
80THE CIGNA GROUP125523100982$271,4330.11%
81CIA ENERGETICA DE MINAS GERA204409601150,976$267,2260.11%
82SBA COMMUNICATIONS CORP NEWSBAC1,310$266,7930.11%
83ABBVIE INCABBV1,497$266,2350.11%
84BOEING COBA-PA1,501$265,6770.11%
85BEST BUY INCBBY3,066$263,0690.11%
86HSBC HLDGS PLCHBCYF5,189$256,5720.11%
87FIDELITY WISE ORIGIN BITCOINFBTC3,111$253,7950.11%
88VANGUARD SCOTTSDALE FDS92206C1024,327$251,7450.11%
89DR REDDYS LABS LTD25613520315,924$251,4690.11%
90PEARSON PLCPSORF15,397$248,1970.10%
91S&P GLOBAL INCSPGI483$240,6720.10%
92SELECT WATER SOLUTIONS INCWTTR18,046$238,9190.10%
93TYLER TECHNOLOGIES INCTYL410$236,4250.10%
94MERCK & CO INCMRK2,320$231,0680.10%
95SK TELECOM CO LTDSKM10,964$230,6960.10%
96NASDAQ INCNDAQ2,980$230,3960.10%
97ROYAL BK CDA7800871021,907$229,6950.10%
98AMGEN INCAMGN873$227,9200.10%
99SNAP ON INCSNA666$226,9370.09%
100EQUINIX INCEQIX238$226,6320.09%
101NATIONAL GRID PLCNMPWP3,759$223,3020.09%
102DANAHER CORPORATION235851102961$220,8120.09%
103NETAPP INCNTAP1,900$220,5230.09%
104RENTOKIL INITIAL PLCRKLIF8,578$217,2230.09%
105STARBUCKS CORPSBUX2,365$215,8060.09%
106ISHARES TR4642871681,643$215,6820.09%
107LOCKHEED MARTIN CORPLMT443$215,2720.09%
108AVERY DENNISON CORPAVY1,149$215,1740.09%
109INFOSYS LTDINFY9,735$213,4280.09%
110AUTOMATIC DATA PROCESSING INADP716$210,6620.09%
111PERIMETER SOLUTIONS INCPRM16,389$209,4550.09%
112M & T BK CORP55261F1041,109$209,1720.09%
113VERTIV HOLDINGS COVRT1,833$208,2610.09%
114LINDSAY CORPLNN1,753$207,3050.09%
115GRACO INCGGG2,456$207,1480.09%
116AUTODESK INCADSK701$207,0490.09%
117SERVICENOW INCNOW195$206,7060.09%
118ORIX CORPORXCF1,927$204,6290.09%
119BIO RAD LABS INC090572207621$204,0190.09%
120CISCO SYS INCCSCO3,440$203,6480.09%
121ICICI BANK LIMITEDIBN6,812$203,3980.08%
122LATHAM GROUP INCSWIM28,901$201,1530.08%
123FIRSTSERVICE CORP NEWFSV1,107$200,5120.08%
124WIPRO LTDWIT51,639$182,7990.08%
125TELEFONICA S ATELFY41,311$166,0650.07%
126GREAT LAKES DREDGE & DOCK COGLDD12,851$145,0880.06%
127GLOBAL WTR RES INC37946310210,718$123,2540.05%
128LESLIES INC52706410918,310$40,8310.02%