13F-HR filed by Gitterman Wealth Management, LLC
Gitterman Wealth Management, LLC filed this 13F-HR for the quarter ended 2023-03-31, filed 2023-05-12, with 85 holding rows worth $210,314,905.
- Accession
- 0001172661-23-002068
- Filer
- CIK 1861558
- Filed
- 2023-05-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2023
A holdings report, 85 entries on the cover page, a total value of $210,314,905 stated on the cover page (in dollars after the unit check, H1), rows summing to $210,314,905 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 1,576,317 | $92,277,659 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 1,207,196 | $72,383,500 | dollars as filed | |
| Apple Inc | 037833100 | COM | 33,985 | $5,604,028 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 8,974 | $3,688,247 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 11,835 | $3,412,140 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 16,230 | $2,515,647 | dollars as filed | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 11,667 | $1,856,686 | dollars as filed | |
| AAON INC | 000360206 | COM PAR $0.004 | 19,000 | $1,837,110 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 3,007 | $1,421,179 | dollars as filed | |
| NUSHARES ETF TR | 67092P870 | NUVEEN ESG US | 52,994 | $1,184,378 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 11,240 | $1,165,924 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 8,369 | $1,097,171 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 13,678 | $1,054,328 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 1,868 | $862,493 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 8,240 | $856,960 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 2,640 | $645,031 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 3,212 | $613,858 | dollars as filed | |
| American Express Company | 025816109 | COM | 3,670 | $605,367 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,071 | $532,183 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 1 | $465,600 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,953 | $439,031 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 4,195 | $436,826 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,379 | $425,794 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 3,149 | $410,346 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,287 | $380,150 | dollars as filed | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 1,188 | $374,304 | dollars as filed | |
| ARISTA NETWORKS INC | 040413106 | COM | 1,978 | $332,031 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 4,955 | $331,202 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 3,469 | $322,686 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,000 | $320,930 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 3,087 | $318,856 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 845 | $307,124 | dollars as filed | |
| WW GRAINGER INC COM | 384802104 | Stock | 443 | $305,245 | dollars as filed | |
| Boeing Company | 097023105 | COM | 1,412 | $299,950 | dollars as filed | |
| REGENERON PHARMACEUTICALS COM | 75886F107 | Stock | 355 | $290,869 | dollars as filed | |
| AON PLC SHS CL A | G0403H108 | Stock | 911 | $287,231 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 7,293 | $283,628 | dollars as filed | |
| LAS VEGAS SANDS CORP COM | 517834107 | Stock | 4,879 | $280,298 | dollars as filed | |
| POOL CORP COM | 73278L105 | Stock | 804 | $275,669 | dollars as filed | |
| DOVER CORP COM | 260003108 | Stock | 1,810 | $275,145 | dollars as filed | |
| KROGER CO COM | 501044101 | Stock | 5,546 | $273,881 | dollars as filed | |
| AGILENT TECHNOLOGIES INC COM | 00846U101 | Stock | 1,925 | $266,300 | dollars as filed | |
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 3,169 | $262,168 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 2,234 | $261,757 | dollars as filed | |
| SNAP ON INC COM | 833034101 | Stock | 1,057 | $261,193 | dollars as filed | |
| CDW CORP COM | 12514G108 | Stock | 1,335 | $260,281 | dollars as filed | |
| STANTEC INC COM | 85472N109 | Stock | 4,450 | $259,897 | dollars as filed | |
| FORTIVE CORP COM | 34959J108 | Stock | 3,803 | $259,380 | dollars as filed | |
| AMERICAN WTR WKS CO INC NEW COM | 030420103 | Stock | 1,768 | $258,979 | dollars as filed | |
| CBOE GLOBAL MKTS INC COM | 12503M108 | Stock | 1,924 | $258,423 | dollars as filed | |
| CONSOLIDATED EDISON INC | 209115104 | COM | 2,698 | $258,126 | dollars as filed | |
| KEYSIGHT TECHNOLOGIES INC COM | 49338L103 | Stock | 1,555 | $251,105 | dollars as filed | |
| BIOGEN INC COM | 09062X103 | Stock | 893 | $248,267 | dollars as filed | |
| AUTOZONE INC COM | 053332102 | Stock | 101 | $248,260 | dollars as filed | |
| KEURIG DR PEPPER INC COM | 49271V100 | Stock | 6,902 | $243,485 | dollars as filed | |
| UNITED RENTALS INC COM | 911363109 | Stock | 615 | $243,416 | dollars as filed | |
| GENUINE PARTS CO COM | 372460105 | Stock | 1,438 | $240,595 | dollars as filed | |
| HUMANA INC COM | 444859102 | Stock | 488 | $236,956 | dollars as filed | |
| LABORATORY CORP OF AMERICA | 50540R409 | COM NEW | 1,031 | $236,634 | dollars as filed | |
| JACOBS SOLUTIONS INC COM | 46982L108 | Stock | 2,010 | $236,266 | dollars as filed | |
| SMUCKER J M CO | 832696405 | COM NEW | 1,487 | $234,010 | dollars as filed | |
| GRACO INC COM | 384109104 | Stock | 3,193 | $233,112 | dollars as filed | |
| INGERSOLL RAND INC COM | 45687V106 | Stock | 3,959 | $230,344 | dollars as filed | |
| Intel Corp | 458140100 | COM | 6,957 | $227,286 | dollars as filed | |
| INTERPUBLIC GROUP COS | 460690100 | COM | 6,045 | $225,095 | dollars as filed | |
| JUNIPER NETWORKS INC | 48203R104 | COM | 6,535 | $224,951 | dollars as filed | |
| CIA ENERGETICA DE MINAS GERA | 204409601 | SP ADR N-V PFD | 98,976 | $221,706 | dollars as filed | |
| NORDSON CORP | 655663102 | COM | 988 | $219,685 | dollars as filed | |
| BJS WHSL CLUB HLDGS INC COM | 05550J101 | Stock | 2,874 | $218,624 | dollars as filed | |
| ELECTRONIC ARTS INC COM | 285512109 | Stock | 1,809 | $217,943 | dollars as filed | |
| Deere & Company | 244199105 | COM | 518 | $213,872 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 442 | $208,947 | dollars as filed | |
| AFLAC INC COM | 001055102 | Stock | 3,183 | $205,515 | dollars as filed | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 2,229 | $205,008 | dollars as filed | |
| NETAPP INC COM | 64110D104 | Stock | 3,173 | $202,599 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 1,387 | $200,889 | dollars as filed | |
| SIRIUS XM HOLDINGS INC | 82968B103 | COM | 44,417 | $176,337 | dollars as filed | |
| LLOYDS BANKING GROUP PLC SPONSORED ADR | 539439109 | ADR | 72,544 | $168,304 | dollars as filed | |
| TELEFONICA S A SPONSORED ADR | 879382208 | ADR | 34,847 | $149,136 | dollars as filed | |
| SELECT WATER SOLUTIONS INC | 81617J301 | CL A COM | 17,708 | $123,255 | dollars as filed | |
| PERCEPTION CAPITAL CORP III | G7185D122 | UNIT 07/08/2026 | 10,000 | $102,000 | dollars as filed | |
| WIPRO LTD SPON ADR 1 SH | 97651M109 | ADR | 22,240 | $99,851 | dollars as filed | |
| PERIMETER SOLUTIONS SA | L7579L106 | COMMON STOCK-FO | 12,029 | $97,193 | dollars as filed | |
| Great Lakes Dredge & Dock Corp | 390607109 | Common Stock | 10,881 | $59,084 | dollars as filed | |
| AGEAGLE AERIAL SYS INC NEW | 00848K101 | COMMON | 17,747 | $7,986 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-23-002068 | this filing | 2023-05-12 | acceptance time not in the bulk data set |