13F-HR filed by Gitterman Wealth Management, LLC
Gitterman Wealth Management, LLC filed this 13F-HR for the quarter ended 2023-06-30, filed 2023-08-08, with 82 holding rows worth $214,476,053.
- Accession
- 0001172661-23-002811
- Filer
- CIK 1861558
- Filed
- 2023-08-08
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2023
A holdings report, 82 entries on the cover page, a total value of $214,476,053 stated on the cover page (in dollars after the unit check, H1), rows summing to $214,476,053 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 | 1,611,103 | $93,008,729 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 1,231,944 | $72,266,204 | dollars as filed | |
| Apple Inc | 037833100 | COM | 34,135 | $6,621,053 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 12,335 | $4,200,690 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 8,043 | $3,584,353 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 18,849 | $3,120,191 | dollars as filed | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 11,544 | $1,868,165 | dollars as filed | |
| AAON INC | 000360206 | COM PAR $0.004 | 18,000 | $1,706,580 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 11,616 | $1,390,440 | dollars as filed | |
| NUSHARES ETF TR | 67092P870 | NUVEEN ESG US | 56,889 | $1,250,693 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 2,593 | $1,246,300 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 15,093 | $1,119,879 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 8,301 | $1,110,876 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 8,240 | $996,795 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 1,868 | $851,434 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 3,212 | $666,469 | dollars as filed | |
| American Express Company | 025816109 | COM | 3,670 | $639,314 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,779 | $606,639 | dollars as filed | |
| AON PLC SHS CL A | G0403H108 | Stock | 1,709 | $590,040 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 2,002 | $550,911 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,365 | $536,996 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 1 | $517,810 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 2,395 | $458,024 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 3,149 | $457,991 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,880 | $446,543 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,903 | $440,450 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,381 | $428,990 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 4,195 | $415,556 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 1,591 | $381,860 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,000 | $369,420 | dollars as filed | |
| CBOE GLOBAL MKTS INC COM | 12503M108 | Stock | 2,609 | $360,349 | dollars as filed | |
| NASDAQ INC COM | 631103108 | Stock | 7,187 | $358,261 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,687 | $350,277 | dollars as filed | |
| COSTAR GROUP INC COM | 22160N109 | Stock | 3,778 | $336,242 | dollars as filed | |
| Deere & Company | 244199105 | COM | 818 | $331,445 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 614 | $330,566 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,093 | $326,163 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 4,783 | $322,799 | dollars as filed | |
| STANTEC INC COM | 85472N109 | Stock | 4,671 | $304,633 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 2,975 | $300,237 | dollars as filed | |
| SNAP ON INC COM | 833034101 | Stock | 1,038 | $299,669 | dollars as filed | |
| Boeing Company | 097023105 | COM | 1,412 | $298,159 | dollars as filed | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 845 | $297,359 | dollars as filed | |
| AMERICAN WTR WKS CO INC NEW COM | 030420103 | Stock | 1,969 | $280,985 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 796 | $276,890 | dollars as filed | |
| LABORATORY CORP OF AMERICA | 50540R409 | COM NEW | 1,142 | $275,831 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 3,191 | $271,080 | dollars as filed | |
| BIOGEN INC COM | 09062X103 | Stock | 932 | $265,483 | dollars as filed | |
| KEYSIGHT TECHNOLOGIES INC COM | 49338L103 | Stock | 1,585 | $265,411 | dollars as filed | |
| WATSCO INC COM | 942622200 | Stock | 690 | $263,429 | dollars as filed | |
| BORGWARNER INC COM | 099724106 | Stock | 5,283 | $258,534 | dollars as filed | |
| AUTOZONE INC COM | 053332102 | Stock | 102 | $254,311 | dollars as filed | |
| ZURN ELKAY WATER SOLNS CORP COM | 98983L108 | Stock | 9,398 | $252,702 | dollars as filed | |
| JACOBS SOLUTIONS INC COM | 46982L108 | Stock | 2,124 | $252,673 | dollars as filed | |
| POOL CORP COM | 73278L105 | Stock | 672 | $252,254 | dollars as filed | |
| EVEREST GROUP LTD COM | G3223R108 | Stock | 718 | $245,630 | dollars as filed | |
| PENTAIR PLC SHS | G7S00T104 | Stock | 3,797 | $245,274 | dollars as filed | |
| CIA ENERGETICA DE MINAS GERA | 204409601 | SP ADR N-V PFD | 93,087 | $244,820 | dollars as filed | |
| AVERY DENNISON CORP COM | 053611109 | Stock | 1,424 | $244,817 | dollars as filed | |
| LAS VEGAS SANDS CORP COM | 517834107 | Stock | 4,210 | $244,180 | dollars as filed | |
| PULTE GROUP INC COM | 745867101 | Stock | 3,139 | $243,847 | dollars as filed | |
| AGILENT TECHNOLOGIES INC COM | 00846U101 | Stock | 1,983 | $238,507 | dollars as filed | |
| XYLEM INC COM | 98419M100 | Stock | 2,101 | $236,605 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 1,069 | $234,986 | dollars as filed | |
| Intel Corp | 458140100 | COM | 6,945 | $232,241 | dollars as filed | |
| TETRA TECH INC NEW | 88162G103 | COM | 1,388 | $227,481 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 1,984 | $224,765 | dollars as filed | |
| ORGANON & CO COMMON STOCK | 68622V106 | Stock | 10,594 | $220,460 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 5,927 | $220,427 | dollars as filed | |
| RENTOKIL INITIAL PLC SPONSORED ADR | 760125104 | ADR | 5,531 | $215,707 | dollars as filed | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 2,123 | $214,164 | dollars as filed | |
| GARTNERINC | 366651107 | STOK | 596 | $208,786 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 442 | $203,488 | dollars as filed | |
| SIRIUS XM HOLDINGS INC | 82968B103 | COM | 35,343 | $160,106 | dollars as filed | |
| LLOYDS BANKING GROUP PLC SPONSORED ADR | 539439109 | ADR | 67,830 | $149,228 | dollars as filed | |
| SELECT WATER SOLUTIONS INC | 81617J301 | CL A COM | 18,384 | $148,908 | dollars as filed | |
| COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR | 20441A102 | ADR | 11,129 | $131,765 | dollars as filed | |
| TELEFONICA S A SPONSORED ADR | 879382208 | ADR | 32,585 | $131,312 | dollars as filed | |
| PERCEPTION CAPITAL CORP III | G7185D122 | UNIT 07/08/2026 | 10,000 | $103,700 | dollars as filed | |
| WIPRO LTD SPON ADR 1 SH | 97651M109 | ADR | 21,180 | $99,967 | dollars as filed | |
| Great Lakes Dredge & Dock Corp | 390607109 | Common Stock | 11,934 | $97,378 | dollars as filed | |
| PERIMETER SOLUTIONS SA | L7579L106 | COMMON STOCK-FO | 11,767 | $72,367 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-23-002811 | this filing | 2023-08-08 | acceptance time not in the bulk data set |