Filer Name: GITTERMAN WEALTH MANAGEMENT, LLC
CIK: 1861558
Period: 2024-12-31
Filed At: 2025-02-10
Number of Holdings: 128
Portfolio Value: $0.24B

Gitterman Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VGIT US VANGUARD INTERMEDIATE-TERM T 1,793,213 $104M 43.45% 0.6% -
GRID US FIRST TRST NASD CL EDG SGIIF 228,460 $27M 11.39% 0.5% -
BIL US SPDR BLOOMBERG 1-3 MONTH T-B 271,965 $25M 10.39% 0.0% -
IYW US ISHARES USTECHNOLOGY ETF 61,811 $10M 4.12% -0.1% -
AAPL US APPLE INC 34,505 $9M 3.61% 0.1% -
MSFT US MICROSOFT CORP 11,219 $5M 1.98% -5.2% -
IVV US ISHARES CORE S&P 500 ETF 7,346 $4M 1.81% 0.0% -
VTI US VANGUARD TOTAL STOCK MKT ETF 11,140 $3M 1.35% 112.8% -
JNJ US JOHNSON & JOHNSON 16,596 $2M 1.00% 10.3% -
IBM US INTL BUSINESS MACHINES CORP 8,754 $2M 0.80% 11.5% -
NVO US NOVO-NORDISK A/S-SPONS ADR 19,088 $2M 0.69% -0.4% -
GOOGL US ALPHABET INC-CL A 8,436 $2M 0.67% -4.9% -
NEE US NEXTERA ENERGY INC 21,917 $2M 0.66% 3.7% -
UNH US UNITEDHEALTH GROUP INC 2,580 $1M 0.55% 0.1% -
TBIL US US TREASURY 3 MONTH BILL ETF 24,640 $1M 0.51% -1.4% -
AAON US AAON INC 8,000 $1M 0.39% -11.1% -
GOOG US ALPHABET INC-CL C 4,604 $1M 0.37% 2.5% -
NOC US NORTHROP GRUMMAN CORP 1,860 $1M 0.36% - -
XOM US EXXON MOBIL CORP 7,470 $1M 0.34% 0.2% -
AON US AON PLC-CLASS A 2,035 $1M 0.31% 227.2% -
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