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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 2025 · Filed November 4, 2025 · Accession 0001172661-25-004565

Total Value
$436.5M
Positions
128
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (128)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SCOTTSDALE FDS92206C7061,401,122$84.1M19.27%
2VANGUARD INDEX FDS92290836397,320$59.6M13.66%
32023 ETF SERIES TRUST II90139K1001,623,342$58.7M13.46%
4SPDR SERIES TRUST78468R663424,957$39.0M8.93%
5FIRST TR EXCHANGE TRADED FD33737A108241,144$36.4M8.35%
6SPDR GOLD TRGLD78,262$27.8M6.37%
7INVESCO EXCHANGE TRADED FD TIVZ368,922$26.6M6.10%
8ISHARES TR46434V803442,646$17.5M4.02%
9APPLE INCAAPL36,222$9.2M2.11%
10MICROSOFT CORPMSFT13,290$6.9M1.58%
11VANGUARD INDEX FDS92290876916,194$5.3M1.22%
12ISHARES TR4642872007,351$4.9M1.13%
13JOHNSON & JOHNSONJNJ13,905$2.6M0.59%
14ALPHABET INCGOOG9,763$2.4M0.54%
15NEXTERA ENERGY INCNEE-PW28,917$2.2M0.50%
16NVIDIA CORPORATIONNVDA8,214$1.5M0.35%
17ALPHABET INCGOOG6,025$1.5M0.34%
18NORTHROP GRUMMAN CORPNOC1,860$1.1M0.26%
19EXXON MOBIL CORPXOM9,855$1.1M0.25%
20AMAZON COM INCAMZN4,921$1.1M0.25%
21VERALTO CORPVLTO10,096$1.1M0.25%
22XYLEM INCXYL6,991$1.0M0.24%
23TETRA TECH INC NEWTTEK30,211$1.0M0.23%
24UNITEDHEALTH GROUP INCUNH2,909$1.0M0.23%
25ISHARES TR4642876142,111$988,8140.23%
26ESSENTIAL UTILS INC29670G10223,933$954,8730.22%
27COMPANHIA DE SANEAMENTO BASISBS38,295$953,2120.22%
28RBB FD INC74933W45218,568$928,3830.21%
29AMERICAN WTR WKS CO INC NEW0304201036,595$917,8840.21%
30NOVO-NORDISK A SNONOF16,113$894,1100.20%
31PENTAIR PLCPNR7,861$870,7580.20%
32AAON INCAAON9,074$847,9320.19%
33JPMORGAN CHASE & CO.VYLD2,628$829,1660.19%
34NUSHARES ETF TRNU36,753$825,2730.19%
35HONEYWELL INTL INC4385161063,760$791,4810.18%
36INTERNATIONAL BUSINESS MACHSINTR2,693$759,8780.17%
37BERKSHIRE HATHAWAY INC DELBRK-A1$754,2000.17%
38STANTEC INCSTN6,897$743,3640.17%
39CORE & MAIN INCCNM13,439$723,4250.17%
40BERKSHIRE HATHAWAY INC DELBRK-A1,418$712,8850.16%
41FIDELITY WISE ORIGIN BITCOINFBTC5,865$585,3850.13%
42META PLATFORMS INCMETA791$580,9540.13%
43PROCTER AND GAMBLE CO7427181093,751$576,2980.13%
44ADVANCED DRAIN SYS INC DEL00790R1044,130$572,8840.13%
45BROADCOM INCAVGO1,688$557,0400.13%
46LATHAM GROUP INCSWIM72,789$553,9270.13%
47TAIWAN SEMICONDUCTOR MFG LTD8740391001,824$509,8620.12%
48CONSOLIDATED EDISON INCED5,026$505,2080.12%
49HOME DEPOT INCHD1,222$495,1470.11%
50INVESCO QQQ TRIVZ794$476,6940.11%
51VANECK ETF TRUST92189F6761,455$474,8540.11%
52CALIFORNIA WTR SVC GROUP13078810210,306$472,9270.11%
53JACOBS SOLUTIONS INCJ3,114$466,5420.11%
54SELECT WATER SOLUTIONS INCWTTR43,374$463,6680.11%
55NOVARTIS AGNVSEF3,607$462,6140.11%
56KKR & CO INCKKRT3,551$461,4530.11%
57H2O AMERICAHTO9,441$459,7290.11%
58WALMART INCWMT4,249$437,9050.10%
59DEERE & CODE955$436,6920.10%
60TESLA INCTSLA971$431,8210.10%
61VULCAN MATLS CO9291601091,362$418,9740.10%
62AMER STATES WTR CO0298991015,636$413,3920.09%
63AMERICAN EXPRESS COAXP1,161$385,6380.09%
64HSBC HLDGS PLCHBCYF5,358$380,3640.09%
65MORGAN STANLEYMS-PQ2,365$375,9400.09%
66GOLDMAN SACHS GROUP INCGSCE462$368,1240.08%
67SAP SESAPGF1,362$364,6870.08%
68ORACLE CORPORCL-PD1,295$364,2010.08%
69ORMAT TECHNOLOGIES INCORA3,691$355,3330.08%
70COSTCO WHSL CORP NEW22160K105378$349,6960.08%
71LINDSAY CORPLNN2,485$349,2490.08%
72GE AEROSPACE3696043011,157$348,0480.08%
73VALMONT INDS INC920253101888$345,0700.08%
74CIA ENERGETICA DE MINAS GERA204409601161,340$340,4280.08%
75ELI LILLY & COLLY436$332,6680.08%
76CHECK POINT SOFTWARE TECH LTM224651041,598$330,5330.08%
77NATIONAL GRID PLCNMPWP4,522$328,6430.08%
78FIRSTSERVICE CORP NEWFSV1,715$327,0150.07%
79GLOBAL WTR RES INC37946310231,584$325,3100.07%
80PEPSICO INCPEP2,278$320,0290.07%
81OLD REP INTL CORP6802231047,299$309,9940.07%
82COMFORT SYS USA INC199908104375$309,5560.07%
83SBA COMMUNICATIONS CORP NEWSBAC1,589$307,0970.07%
84ROYAL BK CDA7800871022,084$307,0360.07%
85VERIZON COMMUNICATIONS INCVZ6,883$302,5000.07%
86MCDONALDS CORPMCD979$297,5090.07%
87FIRST TR EXCHANGE TRADED FD33734X8463,894$295,9600.07%
88CONSOLIDATED WATER CO INCCWCO8,320$293,5670.07%
89INTERCONTINENTAL HOTELS GROU45857P8062,420$293,4360.07%
90KB FINL GROUP INC48241A1053,492$289,4550.07%
91MASTERCARD INCORPORATEDMA507$288,8880.07%
92VISA INCV841$288,1650.07%
93SPROTT FDS TRSII4,697$283,8370.07%
94ANALOG DEVICES INCADI1,138$279,6140.06%
95AMERICAN TOWER CORP NEW03027X1001,437$276,4320.06%
96EQUINIX INCEQIX352$275,9450.06%
97MASCO CORPMAS3,864$271,9700.06%
98VANGUARD INDEX FDS922908637865$266,2990.06%
99MODINE MFG CO6078281001,838$261,2900.06%
100SK TELECOM CO LTDSKM11,971$258,5740.06%
101ISHARES TR46432F8422,953$257,7830.06%
102YORK WTR CO9871841088,437$256,6350.06%
103GE VERNOVA INCGEV414$254,5870.06%
104UBER TECHNOLOGIES INCUBER2,500$244,9250.06%
105DR REDDYS LABS LTD25613520317,512$244,8020.06%
106LENNAR CORPLEN-B1,916$241,4980.06%
107ECOLAB INCECL878$240,9340.06%
108BUNGE GLOBAL SABG2,951$239,9530.05%
109SMITH A O CORPAOS3,236$237,5180.05%
110TRUIST FINL CORP89832Q1095,147$235,3210.05%
111ROLLINS INCROL3,993$234,7030.05%
112PEARSON PLCPSORF16,449$232,9010.05%
113INGERSOLL RAND INCIR2,816$232,6610.05%
114ARTESIAN RES CORPARTNB7,134$232,5060.05%
115PERIMETER SOLUTIONS INCPRM10,344$231,6000.05%
116TELEFONICA S ATELFY44,539$226,2660.05%
117CHEVRON CORP NEWCVX1,441$223,7680.05%
118AON PLCAON622$221,7930.05%
119VANGUARD INDEX FDS922908736462$221,3400.05%
120LOCKHEED MARTIN CORPLMT442$220,6510.05%
121CISCO SYS INCCSCO3,223$220,5180.05%
122AXON ENTERPRISE INCAXON307$220,3150.05%
123SHINHAN FINANCIAL GROUP CO LSHG4,181$210,5250.05%
124CAPITAL ONE FINL CORP14040H105987$209,8150.05%
125ISHARES TR4642871681,431$203,3150.05%
126DANAHER CORPORATION2358511021,019$202,3150.05%
127PHILIP MORRIS INTL INC7181721091,240$201,1560.05%
128WIPRO LTDWIT53,632$141,0540.03%