Skip to content
Disclosery

13F-HR filed by Gitterman Wealth Management, LLC

Gitterman Wealth Management, LLC filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-02-13, with 80 holding rows worth $199,650,391.

Accession
0001172661-23-000723
Filer
CIK 1861558
Filed
2023-02-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2022

A holdings report, 80 entries on the cover page, a total value of $199,650,391 stated on the cover page (in dollars after the unit check, H1), rows summing to $199,650,391 with VALUE read as dollars as filed, 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 filedCUSIPClassAmountValueValue read asType
Vanguard Short-Term Treasury ETF92206C102SHS1,535,564$88,786,479dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS1,149,328$67,212,574dollars as filed
Apple Inc037833100COM35,729$4,642,184dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS9,379$3,603,391dollars as filed
Johnson & Johnson478160104COM16,230$2,867,025dollars as filed
Microsoft Corp594918104COM11,835$2,838,362dollars as filed
NOVO-NORDISK A S ADR670100205ADR14,667$1,985,033dollars as filed
International Business Machines Corporation459200101COM10,722$1,510,467dollars as filed
AAON INC000360206COM PAR $0.00420,000$1,506,400dollars as filed
UnitedHealth Group Inc91324P102COM2,593$1,374,757dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM13,977$1,233,191dollars as filed
NextEra Energy,Inc.65339F101COM13,095$1,094,679dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock1,868$1,019,200dollars as filed
NUSHARES ETF TR67092P870NUVEEN ESG US46,767$1,018,092dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM8,780$779,047dollars as filed
Honeywell Technologies438516106COM3,212$688,310dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK2,640$565,594dollars as filed
American Express Company025816109COM3,670$542,244dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS7,143$532,080dollars as filed
Cisco Systems,Inc.17275R102COM10,268$489,175dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A1$468,711dollars as filed
HORIZON TECHNOLOGY FIN CORP44045A102COM39,490$458,066dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS7,269$448,025dollars as filed
Procter & Gamble Co742718109COM2,953$447,505dollars as filed
Berkshire Hathaway Inc084670702COM1,379$425,973dollars as filed
JPMorgan Chase & Co46625H100COM3,149$422,282dollars as filed
CONSOLIDATED EDISON INC209115104COM4,370$416,512dollars as filed
Starbucks Corporation855244109COM4,195$416,144dollars as filed
Home Depot, Inc437076102COM1,283$405,709dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock2,734$371,152dollars as filed
HA SUSTAINABLE INFRA CAP INC41068X100COM11,819$342,488dollars as filed
Costco Wholesale Corporation22160K105COM744$339,636dollars as filed
ISHARES TR464287168COM2,670$321,977dollars as filed
Verizon Communications Inc92343V104COM7,605$299,640dollars as filed
Abbott Laboratories002824100COM2,647$290,839dollars as filed
Pfizer Inc.717081103COM5,613$287,591dollars as filed
BROOKFIELD RENEWABLE CORP11284V105CL A SUB VTG10,262$282,597dollars as filed
Boeing Company097023105COM1,412$268,972dollars as filed
HOWMET AEROSPACE INC COM443201108Stock6,805$268,228dollars as filed
INVESCO QQQ TR46090E103COM1,004$267,345dollars as filed
CENCORA INC COM03073E105Stock1,599$265,090dollars as filed
GSK PLC SPONSORED ADR37733W204ADR7,529$264,569dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock3,359$263,192dollars as filed
Amazon.com, Inc023135106COM3,087$259,308dollars as filed
KEYSIGHT TECHNOLOGIES INC COM49338L103Stock1,501$256,776dollars as filed
INCYTE CORP COM45337C102Stock3,192$256,381dollars as filed
AUTOZONE INC COM053332102Stock103$254,004dollars as filed
CHARTER COMMUNICATIONS INC N16119P108COM740$250,940dollars as filed
NIKE,Inc. Class B654106103COM2,122$248,341dollars as filed
VORNADO RLTY TR929042109SH BEN INT11,801$245,614dollars as filed
IRON MTN INC DEL COM46284V101REIT4,821$240,371dollars as filed
MSCI INC COM55354G100Stock512$238,261dollars as filed
FISERV INC337738108COM2,342$236,706dollars as filed
Lowes Companies,Inc.548661107COM1,177$234,831dollars as filed
FORTIVE CORP COM34959J108Stock3,628$233,192dollars as filed
Danaher Corporation235851102COM872$231,447dollars as filed
HUMANA INC COM444859102Stock449$229,975dollars as filed
Vanguard Real Estate922908553SHS2,774$228,685dollars as filed
HUDSON PAC PPTYS INC444097109COM23,397$227,625dollars as filed
REGENERON PHARMACEUTICALS COM75886F107Stock313$225,093dollars as filed
STANTEC INC COM85472N109Stock4,651$223,013dollars as filed
Deere & Company244199105COM518$222,098dollars as filed
ABB LTD-ADR000375204SPONSORED ADR7,178$218,664dollars as filed
Lockheed Martin Corporation539830109COM442$215,029dollars as filed
Vanguard Growth922908736COM1,006$214,224dollars as filed
Tesla Motors, Inc88160R101COM1,714$211,126dollars as filed
NUCOR CORP COM670346105Stock1,601$211,025dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock2,407$207,559dollars as filed
AMERICAN WTR WKS CO INC NEW COM030420103Stock1,334$203,306dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR2,218$201,153dollars as filed
CIA ENERGETICA DE MINAS GERA204409601SP ADR N-V PFD96,880$196,668dollars as filed
LLOYDS BANKING GROUP PLC SPONSORED ADR539439109ADR70,809$155,782dollars as filed
STEELCASE INC-CLASS A858155203CL A18,902$133,642dollars as filed
SELECT WATER SOLUTIONS INC81617J301CL A COM13,808$127,583dollars as filed
TELEFONICA S A SPONSORED ADR879382208ADR30,891$110,283dollars as filed
WIPRO LTD SPON ADR 1 SH97651M109ADR22,372$104,249dollars as filed
PERCEPTION CAPITAL CORP IIIG7185D122UNIT 07/08/202610,000$100,500dollars as filed
NEW YORK MORTGAGE TRUST INC649604501COM PAR $.0233,966$86,953dollars as filed
Great Lakes Dredge & Dock Corp390607109Common Stock12,281$73,071dollars as filed
AGEAGLE AERIAL SYS INC NEW00848K101COMMON18,247$6,386dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-23-000723this filing2023-02-13acceptance time not in the bulk data set