13F-HR filed by Gitterman Wealth Management, LLC
Gitterman Wealth Management, LLC filed this 13F-HR for the quarter ended 2023-09-30, filed 2023-11-02, with 83 holding rows worth $210,859,174.
- Accession
- 0001172661-23-003581
- Filer
- CIK 1861558
- Filed
- 2023-11-02
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2023
A holdings report, 83 entries on the cover page, a total value of $210,859,174 stated on the cover page (in dollars after the unit check, H1), rows summing to $210,859,174 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 | 1,624,624 | $93,578,455 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 1,239,352 | $70,828,979 | dollars as filed | |
| Apple Inc | 037833100 | COM | 35,271 | $6,038,685 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 13,088 | $4,132,735 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 7,209 | $3,095,848 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 16,644 | $2,592,301 | dollars as filed | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 23,088 | $2,099,623 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 13,465 | $1,762,033 | dollars as filed | |
| AAON INC | 000360206 | COM PAR $0.004 | 27,000 | $1,535,490 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 2,577 | $1,299,298 | dollars as filed | |
| NUSHARES ETF TR | 67092P870 | NUVEEN ESG US | 58,913 | $1,243,054 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 8,168 | $1,145,985 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 8,080 | $1,065,348 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 15,765 | $903,208 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 1,868 | $822,275 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,779 | $623,184 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 3,172 | $585,975 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,414 | $560,036 | dollars as filed | |
| American Express Company | 025816109 | COM | 3,670 | $547,527 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 1 | $531,477 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 920 | $494,089 | dollars as filed | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 1,936 | $457,533 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 3,110 | $451,013 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 1,647 | $438,085 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,947 | $429,800 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 1,932 | $399,547 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 4,195 | $382,878 | dollars as filed | |
| XYLEM INC COM | 98419M100 | Stock | 4,061 | $369,605 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 1,449 | $359,575 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 602 | $340,106 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,662 | $338,393 | dollars as filed | |
| ANSYS INC COM | 03662Q105 | COM | 1,111 | $330,581 | dollars as filed | |
| REGENERON PHARMACEUTICALS COM | 75886F107 | Stock | 397 | $326,729 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 3,272 | $312,875 | dollars as filed | |
| Deere & Company | 244199105 | COM | 818 | $308,697 | dollars as filed | |
| HUMANA INC COM | 444859102 | Stock | 616 | $299,703 | dollars as filed | |
| AON PLC SHS CL A | G0403H108 | Stock | 924 | $299,691 | dollars as filed | |
| AVERY DENNISON CORP COM | 053611109 | Stock | 1,584 | $289,729 | dollars as filed | |
| STANTEC INC COM | 85472N109 | Stock | 4,461 | $289,463 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 909 | $279,339 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 1,131 | $272,232 | dollars as filed | |
| Boeing Company | 097023105 | COM | 1,397 | $267,777 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 735 | $263,328 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 715 | $261,349 | dollars as filed | |
| WATSCO INC COM | 942622200 | Stock | 691 | $260,671 | dollars as filed | |
| EXELON CORP COM | 30161N101 | Stock | 6,844 | $258,681 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 979 | $257,908 | dollars as filed | |
| AMERICAN WTR WKS CO INC NEW COM | 030420103 | Stock | 2,044 | $252,976 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 2,908 | $252,706 | dollars as filed | |
| NORDSON CORP | 655663102 | COM | 1,131 | $252,499 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 2,979 | $250,316 | dollars as filed | |
| CIA ENERGETICA DE MINAS GERA | 204409601 | SP ADR N-V PFD | 100,704 | $243,708 | dollars as filed | |
| LENNOX INTL INC COM | 526107107 | Stock | 650 | $243,500 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 1,471 | $237,696 | dollars as filed | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 2,291 | $233,294 | dollars as filed | |
| GARTNERINC | 366651107 | STOK | 661 | $227,120 | dollars as filed | |
| ZURN ELKAY WATER SOLNS CORP COM | 98983L108 | Stock | 8,085 | $226,572 | dollars as filed | |
| PENTAIR PLC SHS | G7S00T104 | Stock | 3,443 | $222,965 | dollars as filed | |
| HERSHEY CO COM | 427866108 | Stock | 1,107 | $221,622 | dollars as filed | |
| RENTOKIL INITIAL PLC SPONSORED ADR | 760125104 | ADR | 5,974 | $221,353 | dollars as filed | |
| ESSENTIAL UTILS INC COM | 29670G102 | Stock | 6,441 | $221,166 | dollars as filed | |
| UNIVERSAL HLTH SVCS INC CL B | 913903100 | Stock | 1,743 | $219,192 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 3,551 | $218,742 | dollars as filed | |
| TETRA TECH INC NEW | 88162G103 | COM | 1,436 | $218,409 | dollars as filed | |
| POOL CORP COM | 73278L105 | Stock | 603 | $215,295 | dollars as filed | |
| ULTA BEAUTY INC COM | 90384S303 | Stock | 537 | $214,510 | dollars as filed | |
| DAVITA INC COM | 23918K108 | Stock | 2,238 | $211,562 | dollars as filed | |
| ENPHASE ENERGY INC COM | 29355A107 | Stock | 1,706 | $204,978 | dollars as filed | |
| PRIMO WATER CORPORATION | 74167P108 | COM | 14,775 | $203,895 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 3,132 | $201,512 | dollars as filed | |
| Intel Corp | 458140100 | COM | 5,657 | $201,107 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 1,255 | $200,713 | dollars as filed | |
| SIRIUS XM HOLDINGS INC | 82968B103 | COM | 35,844 | $162,023 | dollars as filed | |
| LLOYDS BANKING GROUP PLC SPONSORED ADR | 539439109 | ADR | 72,486 | $154,394 | dollars as filed | |
| SELECT WATER SOLUTIONS INC | 81617J301 | CL A COM | 18,537 | $147,359 | dollars as filed | |
| TELEFONICA S A SPONSORED ADR | 879382208 | ADR | 35,614 | $144,941 | dollars as filed | |
| COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR | 20441A102 | ADR | 11,383 | $137,948 | dollars as filed | |
| WIPRO LTD SPON ADR 1 SH | 97651M109 | ADR | 22,672 | $109,730 | dollars as filed | |
| PERCEPTION CAPITAL CORP III | G7185D122 | UNIT 07/08/2026 | 10,000 | $104,700 | dollars as filed | |
| Great Lakes Dredge & Dock Corp | 390607109 | Common Stock | 13,040 | $103,931 | dollars as filed | |
| PERIMETER SOLUTIONS SA | L7579L106 | COMMON STOCK-FO | 18,110 | $82,221 | dollars as filed | |
| LATHAM GROUP INC | 51819L107 | COMMON STOCK | 13,224 | $37,026 | dollars as filed | |
| RIGETTI COMPUTING INC COMMON STOCK | 76655K103 | Stock | 20,000 | $26,600 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-23-003581 | this filing | 2023-11-02 | acceptance time not in the bulk data set |