Gitterman Wealth Management, LLC Buys Cisco Systems Inc, Moderna Inc, CVS Health Corp, Sells Eli Lilly and Co, Nike Inc, West Pharmaceutical Services Inc

Investment company Gitterman Wealth Management, LLC (Current Portfolio) buys Cisco Systems Inc, Moderna Inc, CVS Health Corp, Regeneron Pharmaceuticals Inc, Verisk Analytics Inc, sells Eli Lilly and Co, Nike Inc, West Pharmaceutical Services Inc, Lam Research Corp, Pool Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Gitterman Wealth Management, LLC. As of 2021Q3, Gitterman Wealth Management, LLC owns 77 stocks with a total value of $124 million. These are the details of the buys and sells.

For the details of Gitterman Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/gitterman+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Gitterman Wealth Management, LLC
  1. Vanguard Intermediate-Term Government Bond ETF (VGIT) - 894,030 shares, 48.52% of the total portfolio. Shares added by 7.65%
  2. iShares Core S&P 500 ETF (IVV) - 27,393 shares, 9.48% of the total portfolio. Shares reduced by 14.16%
  3. Apple Inc (AAPL) - 36,472 shares, 4.15% of the total portfolio. Shares added by 0.84%
  4. BTC iShares Core MSCI EAFE ETF (IEFA) - 56,396 shares, 3.36% of the total portfolio. Shares reduced by 14.05%
  5. Microsoft Corp (MSFT) - 11,707 shares, 2.65% of the total portfolio. Shares reduced by 2.5%
New Purchase: Cisco Systems Inc (CSCO)

Gitterman Wealth Management, LLC initiated holding in Cisco Systems Inc. The purchase prices were between $52.98 and $59.53, with an estimated average price of $56.12. The stock is now traded at around $57.505000. The impact to a portfolio due to this purchase was 0.26%. The holding were 5,994 shares as of 2021-09-30.

New Purchase: Moderna Inc (MRNA)

Gitterman Wealth Management, LLC initiated holding in Moderna Inc. The purchase prices were between $221.9 and $484.47, with an estimated average price of $367.49. The stock is now traded at around $240.364000. The impact to a portfolio due to this purchase was 0.24%. The holding were 780 shares as of 2021-09-30.

New Purchase: CVS Health Corp (CVS)

Gitterman Wealth Management, LLC initiated holding in CVS Health Corp. The purchase prices were between $80.05 and $87.47, with an estimated average price of $83.8. The stock is now traded at around $93.070000. The impact to a portfolio due to this purchase was 0.21%. The holding were 3,073 shares as of 2021-09-30.

New Purchase: Alibaba Group Holding Ltd (BABA)

Gitterman Wealth Management, LLC initiated holding in Alibaba Group Holding Ltd. The purchase prices were between $145.08 and $221.87, with an estimated average price of $182.3. The stock is now traded at around $160.869900. The impact to a portfolio due to this purchase was 0.2%. The holding were 1,711 shares as of 2021-09-30.

New Purchase: Sherwin-Williams Co (SHW)

Gitterman Wealth Management, LLC initiated holding in Sherwin-Williams Co. The purchase prices were between $273.09 and $308.7, with an estimated average price of $292.63. The stock is now traded at around $323.798300. The impact to a portfolio due to this purchase was 0.2%. The holding were 899 shares as of 2021-09-30.

New Purchase: Verisk Analytics Inc (VRSK)

Gitterman Wealth Management, LLC initiated holding in Verisk Analytics Inc. The purchase prices were between $176.8 and $208.97, with an estimated average price of $193.66. The stock is now traded at around $217.370000. The impact to a portfolio due to this purchase was 0.2%. The holding were 1,218 shares as of 2021-09-30.

Added: Starbucks Corp (SBUX)

Gitterman Wealth Management, LLC added to a holding in Starbucks Corp by 51.59%. The purchase prices were between $110.31 and $126.06, with an estimated average price of $117.05. The stock is now traded at around $114.480000. The impact to a portfolio due to this purchase was 0.19%. The holding were 6,288 shares as of 2021-09-30.

Added: Pentair PLC (PNR)

Gitterman Wealth Management, LLC added to a holding in Pentair PLC by 47.18%. The purchase prices were between $67.45 and $80.3, with an estimated average price of $74.56. The stock is now traded at around $74.400000. The impact to a portfolio due to this purchase was 0.09%. The holding were 4,776 shares as of 2021-09-30.

Added: NuShares ESG U.S. Aggregate Bond ETF (NUBD)

Gitterman Wealth Management, LLC added to a holding in NuShares ESG U.S. Aggregate Bond ETF by 21.93%. The purchase prices were between $25.79 and $26.19, with an estimated average price of $26.03. The stock is now traded at around $26.020000. The impact to a portfolio due to this purchase was 0.08%. The holding were 22,119 shares as of 2021-09-30.

Added: Hudson Pacific Properties Inc (HPP)

Gitterman Wealth Management, LLC added to a holding in Hudson Pacific Properties Inc by 25.95%. The purchase prices were between $25.7 and $28.37, with an estimated average price of $26.96. The stock is now traded at around $26.570000. The impact to a portfolio due to this purchase was 0.05%. The holding were 11,985 shares as of 2021-09-30.

Added: Vornado Realty Trust (VNO)

Gitterman Wealth Management, LLC added to a holding in Vornado Realty Trust by 25.90%. The purchase prices were between $40.27 and $47.1, with an estimated average price of $43.12. The stock is now traded at around $45.170000. The impact to a portfolio due to this purchase was 0.04%. The holding were 5,959 shares as of 2021-09-30.

Sold Out: Eli Lilly and Co (LLY)

Gitterman Wealth Management, LLC sold out a holding in Eli Lilly and Co. The sale prices were between $221.6 and $272.71, with an estimated average price of $246.81.

Sold Out: West Pharmaceutical Services Inc (WST)

Gitterman Wealth Management, LLC sold out a holding in West Pharmaceutical Services Inc. The sale prices were between $363.01 and $468.47, with an estimated average price of $421.36.

Sold Out: Nike Inc (NKE)

Gitterman Wealth Management, LLC sold out a holding in Nike Inc. The sale prices were between $145.23 and $173.85, with an estimated average price of $163.

Sold Out: Lam Research Corp (LRCX)

Gitterman Wealth Management, LLC sold out a holding in Lam Research Corp. The sale prices were between $565.97 and $649.78, with an estimated average price of $608.7.

Sold Out: Pool Corp (POOL)

Gitterman Wealth Management, LLC sold out a holding in Pool Corp. The sale prices were between $434.41 and $497.39, with an estimated average price of $474.21.

Sold Out: Applied Materials Inc (AMAT)

Gitterman Wealth Management, LLC sold out a holding in Applied Materials Inc. The sale prices were between $127.2 and $144.09, with an estimated average price of $135.81.



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