GW

Gitterman Wealth Management, LLC

13F
Gitterman Wealth Management, LLC
Last update 2025-05-14 131 Stocks (34 new)
Value $377.00 Mil Turnover 50 %
Countries:
Top Holdings: VGIT(21.62%)QLTY(13.11%)VOO(13.03%)BIL(9.82%)GRID(7.33%)
Summary Stock Picks Current Portfolio
Gitterman Wealth Management, L... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
1,370,356
81,398.9
-23.58%
21.620
-10.25%
0.260
+1.40%
+4.40%
31,707.7
 
QLTY
GMO U.S. Quality ETF
1,579,109
49,362.9
New Holding
13.110
+13.11%
-
+19.95%
+8.11%
1,446.5
 
VOO
Vanguard S&P 500 ETF
95,426
49,044.8
New Holding
13.030
+13.03%
0.010
+23.20%
+8.38%
664,533.9
 
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
403,025
36,969.4
+48.19%
9.820
+3.19%
0.080
+1.04%
+2.32%
41,840.0
 
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastru
First Trust NASDAQ Clean Edge Smart Grid Infrastru
244,088
27,614.3
+6.84%
7.330
+0.47%
1.410
+30.89%
+21.35%
2,803.3
 
PHO
Invesco Water Resources ETF
363,423
23,448.3
New Holding
6.230
+6.23%
1.160
+16.80%
+8.24%
2,208.7
 
GLD
SPDR Gold Shares ETF
79,279
22,843.5
New Holding
6.070
+6.07%
0.020
-0.84%
+29.25%
103,493.4
 
HEFA
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
432,513
15,695.9
New Holding
4.170
+4.17%
0.200
+13.36%
+10.30%
6,324.0
 
AAPL
Apple Inc
32,323
7,179.8
-6.32%
1.910
-0.23%
0.000
+10.61%
-14.59%
3,186,813.9
Hardware
VTI
Vanguard Total Stock Market ETF
15,999
4,397.1
+43.62%
1.170
+0.36%
0.000
+23.46%
+7.99%
479,457.1
 

Gitterman Wealth Management, LLC's Historical Top Holdings Breakdowns

Gitterman Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
QLTY
GMO U.S. Quality ETF
2025-03-31
New Buy
New Buy
+13.11%
●
31.01 ($32.62) 33.98
$34.44
5.58%
New holding
1,579,109
1,579,109
VOO
Vanguard S&P 500 ETF
2025-03-31
New Buy
New Buy
+13.03%
●
507.05 ($540.58) 563.67
$580.15
7.32%
New holding
95,426
95,426
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2025-03-31
Reduce
Reduce
-10.25%
●
57.44 ($58.5) 59.4
$59.41
1.56%
Reduce -23.58%
1,370,356
-422,857
PHO
Invesco Water Resources ETF
2025-03-31
New Buy
New Buy
+6.23%
●
63.77 ($66.54) 68.75
$71.00
6.70%
New holding
363,423
363,423
GLD
SPDR Gold Shares ETF
2025-03-31
New Buy
New Buy
+6.07%
●
243.19 ($264.45) 288.14
$312.99
18.36%
New holding
79,279
79,279
HEFA
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
2025-03-31
New Buy
New Buy
+4.17%
●
34.83 ($36.45) 37.46
$37.68
3.37%
New holding
432,513
432,513
IYW
iShares U.S. Technology ETF
2025-03-31
Sold Out
Sold Out
-4.12%
●
140.44 ($155.77) 166.79
$179.78
15.41%
Sold Out
0
-61,811
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2025-03-31
Add
Add
+3.19%
●
91.45 ($91.59) 91.75
$91.65
0.07%
Add 48.19%
403,025
131,060
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastru
First Trust NASDAQ Clean Edge Smart Grid Infrastru
2025-03-31
Add
Add
+0.47%
●
113.13 ($119.72) 127.79
$143.76
20.08%
Add 6.84%
244,088
15,628
IBM
International Business Machines Corp
International Business Machines Corp
2025-03-31
Reduce
Reduce
-0.39%
●
217.4 ($244.61) 264.74
$287.16
17.40%
Reduce -49.27%
4,441
-4,313

Gitterman Wealth Management, LLC Total Holding History ($B)

To

Gitterman Wealth Management, LLC's Asset Allocation

To

Gitterman Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Gitterman Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Gitterman Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Gitterman Wealth Management, LLC's Holdings Heat Map

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Gitterman Wealth Management, LLC's Holdings Bubble Chart

Gitterman Wealth Management, LLC News

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