Gitterman Wealth Management, LLC Buys Independence Realty Trust Inc, NextEra Energy Inc, Digital Realty Trust Inc, Sells iShares Core S&P 500 ETF, Vanguard Short-Term Corporate Bond ETF, BTC iShares Core MSCI EAFE ETF

Investment company Gitterman Wealth Management, LLC (Current Portfolio) buys Independence Realty Trust Inc, NextEra Energy Inc, Digital Realty Trust Inc, Intuit Inc, Crown Castle International Corp, sells iShares Core S&P 500 ETF, Vanguard Short-Term Corporate Bond ETF, BTC iShares Core MSCI EAFE ETF, Vanguard Mortgage-Backed Securities ETF, Vanguard Growth ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Gitterman Wealth Management, LLC. As of 2021Q4, Gitterman Wealth Management, LLC owns 95 stocks with a total value of $135 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) - 912,406 shares, 44.98% of the total portfolio. Shares added by 2.06%
  2. iShares Core S&P 500 ETF (IVV) - 20,026 shares, 7.09% of the total portfolio. Shares reduced by 26.89%
  3. Apple Inc (AAPL) - 36,399 shares, 4.79% of the total portfolio. Shares reduced by 0.2%
  4. Microsoft Corp (MSFT) - 11,707 shares, 2.92% of the total portfolio.
  5. Independence Realty Trust Inc (IRT) - 154,551 shares, 2.91% of the total portfolio. New Position
New Purchase: Independence Realty Trust Inc (IRT)

Gitterman Wealth Management, LLC initiated holding in Independence Realty Trust Inc. The purchase prices were between $20.65 and $25.83, with an estimated average price of $23.75. The stock is now traded at around $23.090000. The impact to a portfolio due to this purchase was 2.91%. The holding were 154,551 shares as of 2021-12-31.

New Purchase: NextEra Energy Inc (NEE)

Gitterman Wealth Management, LLC initiated holding in NextEra Energy Inc. The purchase prices were between $77.83 and $93.36, with an estimated average price of $86.61. The stock is now traded at around $76.780000. The impact to a portfolio due to this purchase was 0.74%. The holding were 10,627 shares as of 2021-12-31.

New Purchase: Digital Realty Trust Inc (DLR)

Gitterman Wealth Management, LLC initiated holding in Digital Realty Trust Inc. The purchase prices were between $139.73 and $176.87, with an estimated average price of $160.65. The stock is now traded at around $147.540000. The impact to a portfolio due to this purchase was 0.37%. The holding were 2,854 shares as of 2021-12-31.

New Purchase: Intuit Inc (INTU)

Gitterman Wealth Management, LLC initiated holding in Intuit Inc. The purchase prices were between $525.35 and $694.66, with an estimated average price of $619.73. The stock is now traded at around $557.270000. The impact to a portfolio due to this purchase was 0.32%. The holding were 678 shares as of 2021-12-31.

New Purchase: CION Invt Corp (CION)

Gitterman Wealth Management, LLC initiated holding in CION Invt Corp. The purchase prices were between $11.8 and $14.86, with an estimated average price of $12.89. The stock is now traded at around $12.500000. The impact to a portfolio due to this purchase was 0.28%. The holding were 28,626 shares as of 2021-12-31.

New Purchase: Eli Lilly and Co (LLY)

Gitterman Wealth Management, LLC initiated holding in Eli Lilly and Co. The purchase prices were between $224.85 and $279.04, with an estimated average price of $254.3. The stock is now traded at around $245.760000. The impact to a portfolio due to this purchase was 0.28%. The holding were 1,347 shares as of 2021-12-31.

Added: Consolidated Edison Inc (ED)

Gitterman Wealth Management, LLC added to a holding in Consolidated Edison Inc by 47.53%. The purchase prices were between $72.89 and $85.32, with an estimated average price of $78.77. The stock is now traded at around $85.530000. The impact to a portfolio due to this purchase was 0.21%. The holding were 10,234 shares as of 2021-12-31.

Added: Netflix Inc (NFLX)

Gitterman Wealth Management, LLC added to a holding in Netflix Inc by 30.46%. The purchase prices were between $586.73 and $691.69, with an estimated average price of $639.23. The stock is now traded at around $445.580000. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,439 shares as of 2021-12-31.

Added: Citigroup Inc (C)

Gitterman Wealth Management, LLC added to a holding in Citigroup Inc by 89.36%. The purchase prices were between $58.28 and $72.53, with an estimated average price of $66.33. The stock is now traded at around $66.070000. The impact to a portfolio due to this purchase was 0.14%. The holding were 6,745 shares as of 2021-12-31.

Added: Berkshire Hathaway Inc (BRK.B)

Gitterman Wealth Management, LLC added to a holding in Berkshire Hathaway Inc by 21.05%. The purchase prices were between $273.64 and $300.17, with an estimated average price of $286.71. The stock is now traded at around $311.630000. The impact to a portfolio due to this purchase was 0.09%. The holding were 2,300 shares as of 2021-12-31.

Added: Vornado Realty Trust (VNO)

Gitterman Wealth Management, LLC added to a holding in Vornado Realty Trust by 22.13%. The purchase prices were between $39.17 and $46.6, with an estimated average price of $43.19. The stock is now traded at around $41.350000. The impact to a portfolio due to this purchase was 0.04%. The holding were 7,278 shares as of 2021-12-31.

Added: Steelcase Inc (SCS)

Gitterman Wealth Management, LLC added to a holding in Steelcase Inc by 23.69%. The purchase prices were between $10.95 and $12.72, with an estimated average price of $12.03. The stock is now traded at around $12.265000. The impact to a portfolio due to this purchase was 0.02%. The holding were 13,386 shares as of 2021-12-31.

Sold Out: Stantec Inc (STN)

Gitterman Wealth Management, LLC sold out a holding in Stantec Inc. The sale prices were between $47.3 and $57.26, with an estimated average price of $54.18.

Sold Out: CVS Health Corp (CVS)

Gitterman Wealth Management, LLC sold out a holding in CVS Health Corp. The sale prices were between $83.15 and $103.7, with an estimated average price of $92.68.

Sold Out: eBay Inc (EBAY)

Gitterman Wealth Management, LLC sold out a holding in eBay Inc. The sale prices were between $63.71 and $80.59, with an estimated average price of $71.31.

Sold Out: Verisk Analytics Inc (VRSK)

Gitterman Wealth Management, LLC sold out a holding in Verisk Analytics Inc. The sale prices were between $198.81 and $230.03, with an estimated average price of $218.74.

Sold Out: Sherwin-Williams Co (SHW)

Gitterman Wealth Management, LLC sold out a holding in Sherwin-Williams Co. The sale prices were between $285.29 and $352.16, with an estimated average price of $324.02.

Sold Out: Regeneron Pharmaceuticals Inc (REGN)

Gitterman Wealth Management, LLC sold out a holding in Regeneron Pharmaceuticals Inc. The sale prices were between $543.48 and $670.97, with an estimated average price of $616.19.



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