13F-HR filed by Gitterman Wealth Management, LLC
Gitterman Wealth Management, LLC filed this 13F-HR for the quarter ended 2023-12-31, filed 2024-02-05, with 89 holding rows worth $224,491,020.
- Accession
- 0001172661-24-000448
- Filer
- CIK 1861558
- Filed
- 2024-02-05
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2023
A holdings report, 89 entries on the cover page, a total value of $224,491,020 stated on the cover page (in dollars after the unit check, H1), rows summing to $224,491,020 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 | 1,651,842 | $96,351,873 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 1,258,069 | $74,628,594 | dollars as filed | |
| Apple Inc | 037833100 | COM | 34,802 | $6,700,423 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 13,060 | $4,911,402 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 7,214 | $3,445,537 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 15,809 | $2,477,898 | dollars as filed | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 23,088 | $2,388,454 | dollars as filed | |
| AAON INC | 000360206 | COM PAR $0.004 | 27,000 | $1,994,490 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 10,670 | $1,490,491 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 2,577 | $1,356,714 | dollars as filed | |
| NUSHARES ETF TR | 67092P870 | NUVEEN ESG US | 59,233 | $1,318,516 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 8,030 | $1,313,339 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 16,466 | $1,000,130 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 1,868 | $874,485 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 5,720 | $806,117 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 3,172 | $665,179 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,779 | $634,498 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,391 | $593,626 | dollars as filed | |
| American Express Company | 025816109 | COM | 3,021 | $565,954 | dollars as filed | |
| PENTAIR PLC SHS | G7S00T104 | Stock | 7,464 | $542,757 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 1 | $542,625 | dollars as filed | |
| XYLEM INC COM | 98419M100 | Stock | 4,552 | $520,525 | dollars as filed | |
| WATERS CORP COM | 941848103 | Stock | 1,560 | $513,599 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 838 | $499,950 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 1,647 | $499,321 | dollars as filed | |
| AON PLC SHS CL A | G0403H108 | Stock | 1,582 | $460,565 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,853 | $418,029 | dollars as filed | |
| SMITH A O CORP COM | 831865209 | Stock | 5,071 | $418,006 | dollars as filed | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 1,747 | $417,569 | dollars as filed | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 4,048 | $408,673 | dollars as filed | |
| MASCO CORP | 574599106 | COM | 6,096 | $408,305 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 3,727 | $404,792 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,662 | $404,464 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 1,350 | $398,087 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 602 | $397,369 | dollars as filed | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 2,558 | $388,279 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,213 | $376,432 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 3,895 | $373,959 | dollars as filed | |
| Boeing Company | 097023105 | COM | 1,397 | $364,143 | dollars as filed | |
| AGILENT TECHNOLOGIES INC COM | 00846U101 | Stock | 2,588 | $359,917 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 1,564 | $352,831 | dollars as filed | |
| AMERICAN WTR WKS CO INC NEW COM | 030420103 | Stock | 2,619 | $345,797 | dollars as filed | |
| CORE & MAIN INC CL A | 21874C102 | Stock | 8,195 | $331,161 | dollars as filed | |
| Deere & Company | 244199105 | COM | 818 | $327,094 | dollars as filed | |
| WW GRAINGER INC COM | 384802104 | Stock | 393 | $325,708 | dollars as filed | |
| LENNOX INTL INC COM | 526107107 | Stock | 694 | $310,726 | dollars as filed | |
| STANTEC INC COM | 85472N109 | Stock | 3,756 | $301,255 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 735 | $300,997 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 3,025 | $300,099 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 3,551 | $294,200 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 1,479 | $292,043 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 979 | $290,284 | dollars as filed | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 4,725 | $290,163 | dollars as filed | |
| DAVITA INC COM | 23918K108 | Stock | 2,698 | $282,643 | dollars as filed | |
| TETRA TECH INC NEW | 88162G103 | COM | 1,659 | $276,940 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 537 | $276,503 | dollars as filed | |
| YUM BRANDS INC COM | 988498101 | Stock | 2,084 | $272,529 | dollars as filed | |
| Cigna Corporation | 125523100 | COM | 896 | $268,517 | dollars as filed | |
| REGENERON PHARMACEUTICALS COM | 75886F107 | Stock | 303 | $266,126 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 1,127 | $262,814 | dollars as filed | |
| BJS WHSL CLUB HLDGS INC COM | 05550J101 | Stock | 3,922 | $261,440 | dollars as filed | |
| GARTNERINC | 366651107 | STOK | 578 | $260,748 | dollars as filed | |
| ESSENTIAL UTILS INC COM | 29670G102 | Stock | 6,864 | $256,398 | dollars as filed | |
| BIOGEN INC COM | 09062X103 | Stock | 980 | $253,589 | dollars as filed | |
| INTERCONTINENTAL HOTELS GROUP SPONSORED ADS | 45857P806 | ADR | 2,760 | $251,658 | dollars as filed | |
| FORTIVE CORP COM | 34959J108 | Stock | 3,413 | $251,395 | dollars as filed | |
| PTC INC COM | 69370C100 | Stock | 1,384 | $242,053 | dollars as filed | |
| ELECTRONIC ARTS INC COM | 285512109 | Stock | 1,766 | $241,758 | dollars as filed | |
| SAP SE SPON ADR | 803054204 | ADR | 1,543 | $238,529 | dollars as filed | |
| ROPER TECHNOLOGIES INC COM | 776696106 | Stock | 428 | $233,411 | dollars as filed | |
| CIA ENERGETICA DE MINAS GERA | 204409601 | SP ADR N-V PFD | 98,808 | $229,235 | dollars as filed | |
| POOL CORP COM | 73278L105 | Stock | 569 | $227,613 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 1,324 | $225,755 | dollars as filed | |
| CDW CORP COM | 12514G108 | Stock | 991 | $225,433 | dollars as filed | |
| PRIMO WATER CORPORATION | 74167P108 | COM | 14,893 | $224,133 | dollars as filed | |
| CHECK POINT SOFTWARE TECH LTD ORD | M22465104 | Stock | 1,450 | $221,468 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 3,132 | $220,301 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 834 | $217,311 | dollars as filed | |
| VERALTO CORP COM SHS | 92338C103 | Stock | 2,613 | $214,948 | dollars as filed | |
| SIRIUS XM HOLDINGS INC | 82968B103 | COM | 38,410 | $210,105 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 853 | $207,885 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 442 | $200,332 | dollars as filed | |
| SELECT WATER SOLUTIONS INC | 81617J301 | CL A COM | 18,619 | $141,312 | dollars as filed | |
| TELEFONICA S A SPONSORED ADR | 879382208 | ADR | 35,363 | $137,912 | dollars as filed | |
| WIPRO LTD SPON ADR 1 SH | 97651M109 | ADR | 22,453 | $125,055 | dollars as filed | |
| Great Lakes Dredge & Dock Corp | 390607109 | Common Stock | 13,956 | $107,180 | dollars as filed | |
| PERCEPTION CAPITAL CORP III | G7185D122 | UNIT 07/08/2026 | 10,000 | $104,400 | dollars as filed | |
| PERIMETER SOLUTIONS SA | L7579L106 | COMMON STOCK-FO | 20,167 | $92,768 | dollars as filed | |
| LATHAM GROUP INC | 51819L107 | COMMON STOCK | 24,099 | $63,379 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-24-000448 | this filing | 2024-02-05 | acceptance time not in the bulk data set |