13F HOLDINGS REPORT
Gitterman Wealth Management, LLC
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001172661-25-001806
Total Value
$376.5M
Positions
131
Other Managers
0
Confidential Omitted
No
Holdings (131)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 92206C706 | 1,370,356 | $81.4M | 21.62% |
| 2 | 2023 ETF SERIES TRUST II | 90139K100 | 1,579,109 | $49.4M | 13.11% |
| 3 | VANGUARD INDEX FDS | 922908363 | 95,426 | $49.0M | 13.03% |
| 4 | SPDR SER TR | 78468R663 | 403,025 | $37.0M | 9.82% |
| 5 | FIRST TR EXCHANGE TRADED FD | 33737A108 | 244,088 | $27.6M | 7.33% |
| 6 | INVESCO EXCHANGE TRADED FD T | IVZ | 363,423 | $23.4M | 6.23% |
| 7 | SPDR GOLD TR | GLD | 79,279 | $22.8M | 6.07% |
| 8 | ISHARES TR | 46434V803 | 432,513 | $15.7M | 4.17% |
| 9 | APPLE INC | AAPL | 32,323 | $7.2M | 1.91% |
| 10 | VANGUARD INDEX FDS | 922908769 | 15,999 | $4.4M | 1.17% |
| 11 | MICROSOFT CORP | MSFT | 11,246 | $4.2M | 1.12% |
| 12 | ISHARES TR | 464287200 | 7,348 | $4.1M | 1.10% |
| 13 | JOHNSON & JOHNSON | JNJ | 14,014 | $2.3M | 0.62% |
| 14 | NEXTERA ENERGY INC | NEE-PW | 21,974 | $1.6M | 0.41% |
| 15 | UNITEDHEALTH GROUP INC | UNH | 2,585 | $1.4M | 0.36% |
| 16 | NOVO-NORDISK A S | NONOF | 19,098 | $1.3M | 0.35% |
| 17 | ALPHABET INC | GOOG | 8,491 | $1.3M | 0.35% |
| 18 | INTERNATIONAL BUSINESS MACHS | INTR | 4,441 | $1.1M | 0.29% |
| 19 | NORTHROP GRUMMAN CORP | NOC | 1,860 | $952,339 | 0.25% |
| 20 | EXXON MOBIL CORP | XOM | 7,470 | $888,312 | 0.24% |
| 21 | RBB FD INC | 74933W452 | 17,284 | $864,396 | 0.23% |
| 22 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $798,442 | 0.21% |
| 23 | NUSHARES ETF TR | NU | 34,704 | $769,902 | 0.20% |
| 24 | ISHARES TR | 464287614 | 2,111 | $762,261 | 0.20% |
| 25 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,420 | $756,263 | 0.20% |
| 26 | MASTERCARD INCORPORATED | MA | 1,377 | $755,065 | 0.20% |
| 27 | AAON INC | AAON | 9,529 | $744,514 | 0.20% |
| 28 | NVIDIA CORPORATION | NVDA | 6,814 | $738,508 | 0.20% |
| 29 | ALPHABET INC | GOOG | 4,644 | $725,566 | 0.19% |
| 30 | XYLEM INC | XYL | 5,828 | $696,204 | 0.18% |
| 31 | VISA INC | V | 1,898 | $666,079 | 0.18% |
| 32 | CONSOLIDATED EDISON INC | ED | 5,794 | $640,749 | 0.17% |
| 33 | ISHARES TR | 464287226 | 6,314 | $624,579 | 0.17% |
| 34 | STARBUCKS CORP | SBUX | 5,963 | $585,185 | 0.16% |
| 35 | AMERICAN WTR WKS CO INC NEW | 030420103 | 3,953 | $583,122 | 0.15% |
| 36 | HONEYWELL INTL INC | 438516106 | 2,737 | $579,539 | 0.15% |
| 37 | ELI LILLY & CO | LLY | 693 | $572,206 | 0.15% |
| 38 | VERALTO CORP | VLTO | 5,368 | $523,317 | 0.14% |
| 39 | COSTCO WHSL CORP NEW | 22160K105 | 550 | $519,982 | 0.14% |
| 40 | CORE & MAIN INC | CNM | 10,672 | $515,564 | 0.14% |
| 41 | MORGAN STANLEY | MS-PQ | 4,408 | $514,581 | 0.14% |
| 42 | PROCTER AND GAMBLE CO | 742718109 | 2,971 | $506,260 | 0.13% |
| 43 | TETRA TECH INC NEW | TTEK | 16,825 | $492,099 | 0.13% |
| 44 | AMAZON COM INC | AMZN | 2,586 | $492,012 | 0.13% |
| 45 | STANTEC INC | STN | 5,676 | $470,256 | 0.12% |
| 46 | ESSENTIAL UTILS INC | 29670G102 | 11,515 | $455,200 | 0.12% |
| 47 | HCA HEALTHCARE INC | HCA | 1,246 | $430,727 | 0.11% |
| 48 | MCKESSON CORP | MCK | 636 | $428,028 | 0.11% |
| 49 | AON PLC | AON | 1,042 | $416,019 | 0.11% |
| 50 | KKR & CO INC | KKRT | 3,551 | $410,531 | 0.11% |
| 51 | CARDINAL HEALTH INC | CAH | 2,974 | $409,726 | 0.11% |
| 52 | PENTAIR PLC | PNR | 4,673 | $408,841 | 0.11% |
| 53 | AT&T INC | T-PC | 14,207 | $401,738 | 0.11% |
| 54 | BOSTON SCIENTIFIC CORP | BSX | 3,832 | $386,571 | 0.10% |
| 55 | JPMORGAN CHASE & CO. | VYLD | 1,568 | $384,630 | 0.10% |
| 56 | NOVARTIS AG | NVSEF | 3,359 | $374,339 | 0.10% |
| 57 | INVESCO QQQ TR | IVZ | 794 | $372,322 | 0.10% |
| 58 | GOLDMAN SACHS GROUP INC | GSCE | 678 | $370,873 | 0.10% |
| 59 | HERSHEY CO | HSY | 2,151 | $368,281 | 0.10% |
| 60 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 4,727 | $361,789 | 0.10% |
| 61 | DEERE & CO | DE | 768 | $360,461 | 0.10% |
| 62 | INTERNATIONAL PAPER CO | 460146103 | 6,745 | $359,820 | 0.10% |
| 63 | LOWES COS INC | 548661107 | 1,521 | $355,037 | 0.09% |
| 64 | CHECK POINT SOFTWARE TECH LT | M22465104 | 1,539 | $350,657 | 0.09% |
| 65 | SAP SE | SAPGF | 1,284 | $345,041 | 0.09% |
| 66 | PPG INDS INC | 693506107 | 3,043 | $333,023 | 0.09% |
| 67 | D R HORTON INC | 23331A109 | 2,607 | $331,623 | 0.09% |
| 68 | APPLIED MATLS INC | 038222105 | 2,272 | $329,875 | 0.09% |
| 69 | JACOBS SOLUTIONS INC | J | 2,696 | $326,067 | 0.09% |
| 70 | RPM INTL INC | 749685103 | 2,796 | $323,478 | 0.09% |
| 71 | TARGET CORP | TGT | 3,067 | $320,456 | 0.09% |
| 72 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 5,166 | $315,195 | 0.08% |
| 73 | POOL CORP | POOL | 981 | $312,704 | 0.08% |
| 74 | AMERICAN EXPRESS CO | AXP | 1,161 | $312,367 | 0.08% |
| 75 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 4,306 | $309,903 | 0.08% |
| 76 | MCDONALDS CORP | MCD | 981 | $306,436 | 0.08% |
| 77 | AXON ENTERPRISE INC | AXON | 566 | $297,705 | 0.08% |
| 78 | EXPEDIA GROUP INC | EXPE | 1,767 | $297,170 | 0.08% |
| 79 | CARRIER GLOBAL CORPORATION | CARR | 4,617 | $292,783 | 0.08% |
| 80 | PRIMO BRANDS CORPORATION | PRMB | 8,173 | $290,003 | 0.08% |
| 81 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,728 | $287,103 | 0.08% |
| 82 | HSBC HLDGS PLC | HBCYF | 4,971 | $285,391 | 0.08% |
| 83 | WINTRUST FINL CORP | 97650W108 | 2,404 | $270,417 | 0.07% |
| 84 | CIA ENERGETICA DE MINAS GERA | 204409601 | 151,604 | $266,823 | 0.07% |
| 85 | SBA COMMUNICATIONS CORP NEW | SBAC | 1,213 | $266,794 | 0.07% |
| 86 | WASTE MGMT INC DEL | 94106L109 | 1,140 | $263,741 | 0.07% |
| 87 | ISHARES TR | 46432F842 | 3,347 | $253,163 | 0.07% |
| 88 | ZURN ELKAY WATER SOLNS CORP | 98983L108 | 7,609 | $250,910 | 0.07% |
| 89 | ORACLE CORP | ORCL-PD | 1,776 | $248,393 | 0.07% |
| 90 | INTERCONTINENTAL HOTELS GROU | 45857P806 | 2,257 | $247,312 | 0.07% |
| 91 | PEARSON PLC | PSORF | 15,422 | $246,906 | 0.07% |
| 92 | S&P GLOBAL INC | SPGI | 485 | $246,646 | 0.07% |
| 93 | TYLER TECHNOLOGIES INC | TYL | 418 | $243,028 | 0.06% |
| 94 | NATIONAL GRID PLC | NMPWP | 3,690 | $242,012 | 0.06% |
| 95 | AMER STATES WTR CO | 029899101 | 3,071 | $241,613 | 0.06% |
| 96 | INGERSOLL RAND INC | IR | 3,011 | $240,985 | 0.06% |
| 97 | FIRSTSERVICE CORP NEW | FSV | 1,444 | $239,797 | 0.06% |
| 98 | FIRST TR EXCHANGE TRADED FD | 33734X846 | 3,796 | $239,133 | 0.06% |
| 99 | VIATRIS INC | VTRS | 27,355 | $238,266 | 0.06% |
| 100 | SK TELECOM CO LTD | SKM | 11,000 | $233,872 | 0.06% |
| 101 | GALLAGHER ARTHUR J & CO | 363576109 | 665 | $229,745 | 0.06% |
| 102 | NASDAQ INC | NDAQ | 3,001 | $227,638 | 0.06% |
| 103 | REGIONS FINANCIAL CORP NEW | RF-PF | 10,433 | $226,707 | 0.06% |
| 104 | SNAP ON INC | SNA | 669 | $226,544 | 0.06% |
| 105 | LINDSAY CORP | LNN | 1,778 | $224,964 | 0.06% |
| 106 | ROYAL BK CDA | 780087102 | 1,944 | $219,181 | 0.06% |
| 107 | COMPANHIA DE SANEAMENTO BASI | SBS | 12,248 | $218,730 | 0.06% |
| 108 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 1,995 | $216,883 | 0.06% |
| 109 | ICICI BANK LIMITED | IBN | 6,867 | $216,437 | 0.06% |
| 110 | AUTOMATIC DATA PROCESSING IN | ADP | 700 | $214,834 | 0.06% |
| 111 | DR REDDYS LABS LTD | 256135203 | 16,204 | $213,753 | 0.06% |
| 112 | CISCO SYS INC | CSCO | 3,440 | $212,283 | 0.06% |
| 113 | CALIFORNIA WTR SVC GROUP | 130788102 | 4,354 | $211,048 | 0.06% |
| 114 | MERCK & CO INC | MRK | 2,339 | $210,209 | 0.06% |
| 115 | VANECK ETF TRUST | 92189F676 | 989 | $209,145 | 0.06% |
| 116 | GRACO INC | GGG | 2,483 | $207,430 | 0.06% |
| 117 | AVERY DENNISON CORP | AVY | 1,162 | $207,140 | 0.06% |
| 118 | EQUINIX INC | EQIX | 250 | $206,008 | 0.05% |
| 119 | ORIX CORP | ORXCF | 9,824 | $205,270 | 0.05% |
| 120 | CITIGROUP INC | C-PR | 2,869 | $203,875 | 0.05% |
| 121 | DANAHER CORPORATION | 235851102 | 991 | $203,386 | 0.05% |
| 122 | ORMAT TECHNOLOGIES INC | ORA | 2,855 | $201,961 | 0.05% |
| 123 | FORTUNE BRANDS INNOVATIONS I | FBIN | 3,300 | $200,934 | 0.05% |
| 124 | TELEFONICA S A | TELFY | 41,556 | $193,656 | 0.05% |
| 125 | LATHAM GROUP INC | SWIM | 30,013 | $192,983 | 0.05% |
| 126 | WIPRO LTD | WIT | 51,838 | $158,620 | 0.04% |
| 127 | SELECT WATER SOLUTIONS INC | WTTR | 14,617 | $153,479 | 0.04% |
| 128 | PERIMETER SOLUTIONS INC | PRM | 12,767 | $128,563 | 0.03% |
| 129 | GLOBAL WTR RES INC | 379463102 | 11,190 | $115,359 | 0.03% |
| 130 | GREAT LAKES DREDGE & DOCK CO | GLDD | 12,688 | $110,392 | 0.03% |
| 131 | LESLIES INC | 527064109 | 24,336 | $17,901 | 0.00% |