13F-HR filed by Gitterman Wealth Management, LLC
Gitterman Wealth Management, LLC filed this 13F-HR for the quarter ended 2022-09-30, filed 2022-10-27, with 71 holding rows worth $97,012,000.
- Accession
- 0001172661-22-002243
- Filer
- CIK 1861558
- Filed
- 2022-10-27
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2022
A holdings report, 71 entries on the cover page, a total value of $97,012,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $97,012,000 with VALUE read as thousands by filing date, 13F file number 028-21229. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 970,654 | $56,586,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 34,565 | $4,776,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 10,304 | $3,694,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 11,929 | $2,780,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 16,307 | $2,665,000 | thousands by filing date | |
| UnitedHealth Group Inc | 91324P102 | COM | 2,912 | $1,486,000 | thousands by filing date | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 14,667 | $1,462,000 | thousands by filing date | |
| International Business Machines Corporation | 459200101 | COM | 10,877 | $1,293,000 | thousands by filing date | |
| AAON INC | 000360206 | COM PAR $0.004 | 24,000 | $1,293,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 11,780 | $1,129,000 | thousands by filing date | |
| NUSHARES ETF TR | 67092P870 | NUVEEN ESG US | 50,921 | $1,102,000 | thousands by filing date | |
| NextEra Energy,Inc. | 65339F101 | COM | 13,148 | $1,029,000 | thousands by filing date | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 1,868 | $879,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 8,780 | $845,000 | thousands by filing date | |
| CONSOLIDATED EDISON INC | 209115104 | COM | 7,009 | $600,000 | thousands by filing date | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 10,950 | $576,000 | thousands by filing date | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 2,640 | $555,000 | thousands by filing date | |
| Honeywell Technologies | 438516106 | COM | 3,212 | $536,000 | thousands by filing date | |
| American Express Company | 025816109 | COM | 3,692 | $498,000 | thousands by filing date | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 5,458 | $429,000 | thousands by filing date | |
| Tesla Motors, Inc | 88160R101 | COM | 1,608 | $427,000 | thousands by filing date | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 6,101 | $423,000 | thousands by filing date | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 1 | $406,000 | thousands by filing date | |
| Verizon Communications Inc | 92343V104 | COM | 10,687 | $405,000 | thousands by filing date | |
| Texas Instruments Incorporated | 882508104 | COM | 2,581 | $402,000 | thousands by filing date | |
| HORIZON TECHNOLOGY FIN CORP | 44045A102 | COM | 38,996 | $390,000 | thousands by filing date | |
| Vanguard Growth | 922908736 | COM | 1,744 | $375,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 2,953 | $374,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 1,353 | $370,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,379 | $369,000 | thousands by filing date | |
| Starbucks Corporation | 855244109 | COM | 4,237 | $355,000 | thousands by filing date | |
| Costco Wholesale Corporation | 22160K105 | COM | 744 | $352,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 3,087 | $350,000 | thousands by filing date | |
| BROOKFIELD RENEWABLE CORP | 11284V105 | CL A SUB VTG | 10,259 | $334,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 3,178 | $332,000 | thousands by filing date | |
| INVESCO QQQ TR | 46090E103 | COM | 1,226 | $328,000 | thousands by filing date | |
| Vanguard Real Estate | 922908553 | SHS | 3,919 | $314,000 | thousands by filing date | |
| ISHARES TR | 464287168 | COM | 2,670 | $287,000 | thousands by filing date | |
| HA SUSTAINABLE INFRA CAP INC | 41068X100 | COM | 9,512 | $281,000 | thousands by filing date | |
| REGENERON PHARMACEUTICALS COM | 75886F107 | Stock | 389 | $265,000 | thousands by filing date | |
| NIELSEN HOLDINGS PLC | G6518L108 | SHS EUR | 9,457 | $264,000 | thousands by filing date | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 1,437 | $262,000 | thousands by filing date | |
| MasterCard, Inc | 57636Q104 | COM | 903 | $257,000 | thousands by filing date | |
| VORNADO RLTY TR | 929042109 | SH BEN INT | 10,786 | $252,000 | thousands by filing date | |
| SMUCKER J M CO | 832696405 | COM NEW | 1,842 | $252,000 | thousands by filing date | |
| FORTIVE CORP COM | 34959J108 | Stock | 4,183 | $242,000 | thousands by filing date | |
| Lowes Companies,Inc. | 548661107 | COM | 1,230 | $234,000 | thousands by filing date | |
| NASDAQ INC COM | 631103108 | Stock | 3,985 | $226,000 | thousands by filing date | |
| Abbott Laboratories | 002824100 | COM | 2,356 | $225,000 | thousands by filing date | |
| HUDSON PAC PPTYS INC | 444097109 | COM | 20,209 | $223,000 | thousands by filing date | |
| OMNICOM GROUP INC COM | 681919106 | Stock | 3,467 | $222,000 | thousands by filing date | |
| GSK PLC SPONSORED ADR | 37733W204 | ADR | 7,547 | $222,000 | thousands by filing date | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 768 | $221,000 | thousands by filing date | |
| HERSHEY CO COM | 427866108 | Stock | 989 | $221,000 | thousands by filing date | |
| IRON MTN INC DEL COM | 46284V101 | REIT | 5,001 | $219,000 | thousands by filing date | |
| Qualcomm Incorporated | 747525103 | COM | 1,931 | $215,000 | thousands by filing date | |
| NRG ENERGY INC COM NEW | 629377508 | Stock | 5,406 | $209,000 | thousands by filing date | |
| UBS GROUP AG SHS | H42097107 | Stock | 13,734 | $197,000 | thousands by filing date | |
| CIA ENERGETICA DE MINAS GERA | 204409601 | SP ADR N-V PFD | 96,387 | $197,000 | thousands by filing date | |
| LUMEN TECHNOLOGIES INC | 550241103 | COM | 24,973 | $183,000 | thousands by filing date | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 13,168 | $158,000 | thousands by filing date | |
| WIPRO LTD SPON ADR 1 SH | 97651M109 | ADR | 32,122 | $150,000 | thousands by filing date | |
| STEELCASE INC-CLASS A | 858155203 | CL A | 19,819 | $131,000 | thousands by filing date | |
| LLOYDS BANKING GROUP PLC SPONSORED ADR | 539439109 | ADR | 70,113 | $125,000 | thousands by filing date | |
| TELEFONICA S A SPONSORED ADR | 879382208 | ADR | 33,567 | $114,000 | thousands by filing date | |
| Great Lakes Dredge & Dock Corp | 390607109 | Common Stock | 14,145 | $106,000 | thousands by filing date | |
| PERCEPTION CAPITAL CORP III | G7185D122 | UNIT 07/08/2026 | 10,000 | $98,000 | thousands by filing date | |
| SELECT WATER SOLUTIONS INC | 81617J301 | CL A COM | 13,234 | $93,000 | thousands by filing date | |
| NEW YORK MORTGAGE TRUST INC | 649604501 | COM PAR $.02 | 33,966 | $79,000 | thousands by filing date | |
| LI-CYCLE HOLDINGS CORP | 50202P105 | COMMON SHARES | 10,400 | $55,000 | thousands by filing date | |
| AGEAGLE AERIAL SYS INC NEW | 00848K101 | COMMON | 18,247 | $8,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-22-002243 | this filing | 2022-10-27 | acceptance time not in the bulk data set |