13F-HR filed by Gitterman Wealth Management, LLC
Gitterman Wealth Management, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-14, with 131 holding rows worth $376,509,534.
- Accession
- 0001172661-25-001806
- Filer
- CIK 1861558
- Filed
- 2025-05-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 131 entries on the cover page, a total value of $376,509,534 stated on the cover page (in dollars after the unit check, H1), rows summing to $376,509,534 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 Intermediate-Term Treasury ETF | 92206C706 | SHS | 1,370,356 | $81,398,911 | dollars as filed | |
| GMO ETF TRUST | 90139K100 | US QUALITY ETF | 1,579,109 | $49,362,954 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 95,426 | $49,044,768 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 403,025 | $36,969,417 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33737A108 | NASDQ CLN EDGE | 244,088 | $27,614,327 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V142 | WATER RES ETF | 363,423 | $23,448,324 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 79,279 | $22,843,474 | dollars as filed | |
| iShares Currency Hedged MSCI EAFE ETF | 46434V803 | SHS | 432,513 | $15,695,892 | dollars as filed | |
| Apple Inc | 037833100 | COM | 32,323 | $7,179,777 | dollars as filed | |
| VTI | 922908769 | COM | 15,999 | $4,397,131 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 11,246 | $4,221,780 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 7,348 | $4,128,638 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 14,014 | $2,324,031 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 21,974 | $1,557,683 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 2,585 | $1,353,894 | dollars as filed | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 19,098 | $1,326,165 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 8,491 | $1,313,085 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 4,441 | $1,105,199 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 1,860 | $952,339 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 7,470 | $888,312 | dollars as filed | |
| RBB FD INC | 74933W452 | US TREAS 3 MNTH | 17,284 | $864,396 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 1 | $798,442 | dollars as filed | |
| NUSHARES ETF TR | 67092P870 | NUVEEN ESG US | 34,704 | $769,902 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 2,111 | $762,261 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,420 | $756,263 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,377 | $755,065 | dollars as filed | |
| AAON INC | 000360206 | COM PAR $0.004 | 9,529 | $744,514 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 6,814 | $738,508 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 4,644 | $725,566 | dollars as filed | |
| XYLEM INC COM | 98419M100 | Stock | 5,828 | $696,204 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,898 | $666,079 | dollars as filed | |
| CONSOLIDATED EDISON INC | 209115104 | COM | 5,794 | $640,749 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 6,314 | $624,579 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 5,963 | $585,185 | dollars as filed | |
| AMERICAN WTR WKS CO INC NEW COM | 030420103 | Stock | 3,953 | $583,122 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 2,737 | $579,539 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 693 | $572,206 | dollars as filed | |
| VERALTO CORP COM SHS | 92338C103 | Stock | 5,368 | $523,317 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 550 | $519,982 | dollars as filed | |
| CORE & MAIN INC CL A | 21874C102 | Stock | 10,672 | $515,564 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 4,408 | $514,581 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,971 | $506,260 | dollars as filed | |
| TETRA TECH INC NEW | 88162G103 | COM | 16,825 | $492,099 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,586 | $492,012 | dollars as filed | |
| STANTEC INC COM | 85472N109 | Stock | 5,676 | $470,256 | dollars as filed | |
| ESSENTIAL UTILS INC COM | 29670G102 | Stock | 11,515 | $455,200 | dollars as filed | |
| HCA Healthcare Inc | 40412C101 | COM | 1,246 | $430,727 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 636 | $428,028 | dollars as filed | |
| AON PLC SHS CL A | G0403H108 | Stock | 1,042 | $416,019 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 3,551 | $410,531 | dollars as filed | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 2,974 | $409,726 | dollars as filed | |
| PENTAIR PLC SHS | G7S00T104 | Stock | 4,673 | $408,841 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 14,207 | $401,738 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 3,832 | $386,571 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,568 | $384,630 | dollars as filed | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 3,359 | $374,339 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 794 | $372,322 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 678 | $370,873 | dollars as filed | |
| HERSHEY CO COM | 427866108 | Stock | 2,151 | $368,281 | dollars as filed | |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | 192446102 | Stock | 4,727 | $361,789 | dollars as filed | |
| Deere & Company | 244199105 | COM | 768 | $360,461 | dollars as filed | |
| INTERNATIONAL PAPER CO COM | 460146103 | Stock | 6,745 | $359,820 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 1,521 | $355,037 | dollars as filed | |
| CHECK POINT SOFTWARE TECH LTD ORD | M22465104 | Stock | 1,539 | $350,657 | dollars as filed | |
| SAP SE SPON ADR | 803054204 | ADR | 1,284 | $345,041 | dollars as filed | |
| PPG INDS INC COM | 693506107 | Stock | 3,043 | $333,023 | dollars as filed | |
| D R HORTON INC COM | 23331A109 | Stock | 2,607 | $331,623 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 2,272 | $329,875 | dollars as filed | |
| JACOBS SOLUTIONS INC COM | 46982L108 | Stock | 2,696 | $326,067 | dollars as filed | |
| RPM INTL INC COM | 749685103 | Stock | 2,796 | $323,478 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 3,067 | $320,456 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 5,166 | $315,195 | dollars as filed | |
| POOL CORP COM | 73278L105 | Stock | 981 | $312,704 | dollars as filed | |
| American Express Company | 025816109 | COM | 1,161 | $312,367 | dollars as filed | |
| Fidelity Wise Origin Bitcoin Fund | 315948109 | SHS | 4,306 | $309,903 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 981 | $306,436 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 566 | $297,705 | dollars as filed | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 1,767 | $297,170 | dollars as filed | |
| CARRIER GLOBAL CORPORATION COM | 14448C104 | Stock | 4,617 | $292,783 | dollars as filed | |
| PRIMO BRANDS CORPORATION CLASS A COM SHS | 741623102 | Stock | 8,173 | $290,003 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,728 | $287,103 | dollars as filed | |
| HSBC HLDGS PLC SPON ADR NEW | 404280406 | ADR | 4,971 | $285,391 | dollars as filed | |
| WINTRUST FINL CORP COM | 97650W108 | Stock | 2,404 | $270,417 | dollars as filed | |
| CIA ENERGETICA DE MINAS GERA | 204409601 | SP ADR N-V PFD | 151,604 | $266,823 | dollars as filed | |
| SBA COMMUNICATIONS CORP CL A | 78410G104 | REIT | 1,213 | $266,794 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 1,140 | $263,741 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 3,347 | $253,163 | dollars as filed | |
| ZURN ELKAY WATER SOLNS CORP COM | 98983L108 | Stock | 7,609 | $250,910 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,776 | $248,393 | dollars as filed | |
| INTERCONTINENTAL HOTELS GROUP SPONSORED ADS | 45857P806 | ADR | 2,257 | $247,312 | dollars as filed | |
| PEARSON PLC SPONSORED ADR | 705015105 | ADR | 15,422 | $246,906 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 485 | $246,646 | dollars as filed | |
| TYLER TECHNOLOGIES INC COM | 902252105 | Stock | 418 | $243,028 | dollars as filed | |
| NTNLGRIDPLCADRFSPONSOREDADR1ADRREPS5ORDSHS | 636274409 | STOK | 3,690 | $242,012 | dollars as filed | |
| AMER STATES WTR CO COM | 029899101 | Stock | 3,071 | $241,613 | dollars as filed | |
| INGERSOLL RAND INC COM | 45687V106 | Stock | 3,011 | $240,985 | dollars as filed | |
| FIRSTSERVICE CORP NEW COM | 33767E202 | Stock | 1,444 | $239,797 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33734X846 | NASDAQ CYB ETF | 3,796 | $239,133 | dollars as filed | |
| VIATRIS INC COM | 92556V106 | Stock | 27,355 | $238,266 | dollars as filed | |
| SK TELECOM CO LTD SPONSORED ADR | 78440P306 | ADR | 11,000 | $233,872 | dollars as filed | |
| GALLAGHER ARTHUR J & CO COM | 363576109 | Stock | 665 | $229,745 | dollars as filed | |
| NASDAQ INC COM | 631103108 | Stock | 3,001 | $227,638 | dollars as filed | |
| REGIONS FINANCIAL CORP NEW COM | 7591EP100 | Stock | 10,433 | $226,707 | dollars as filed | |
| SNAP ON INC COM | 833034101 | Stock | 669 | $226,544 | dollars as filed | |
| LINDSAY CORPORATION | 535555106 | COM | 1,778 | $224,964 | dollars as filed | |
| ROYAL BK CDA COM | 780087102 | Stock | 1,944 | $219,181 | dollars as filed | |
| COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR | 20441A102 | ADR | 12,248 | $218,730 | dollars as filed | |
| ADVANCED DRAIN SYS INC DEL COM | 00790R104 | Stock | 1,995 | $216,883 | dollars as filed | |
| ICICI BANK LIMITED ADR | 45104G104 | ADR | 6,867 | $216,437 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 700 | $214,834 | dollars as filed | |
| DR REDDYS LABS LTD ADR | 256135203 | ADR | 16,204 | $213,753 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 3,440 | $212,283 | dollars as filed | |
| CALIFORNIA WTR SVC GROUP | 130788102 | COM | 4,354 | $211,048 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 2,339 | $210,209 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 989 | $209,145 | dollars as filed | |
| GRACO INC COM | 384109104 | Stock | 2,483 | $207,430 | dollars as filed | |
| AVERY DENNISON CORP COM | 053611109 | Stock | 1,162 | $207,140 | dollars as filed | |
| EQUINIX INC COM | 29444U700 | REIT | 250 | $206,008 | dollars as filed | |
| ORIX CORP SPONSORED ADR | 686330101 | ADR | 9,824 | $205,270 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 2,869 | $203,875 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 991 | $203,386 | dollars as filed | |
| ORMAT TECHNOLOGIES INC | 686688102 | COM | 2,855 | $201,961 | dollars as filed | |
| FORTUNE BRANDS INNOVATIONS INC COM | 34964C106 | Stock | 3,300 | $200,934 | dollars as filed | |
| TELEFONICA S A SPONSORED ADR | 879382208 | ADR | 41,556 | $193,656 | dollars as filed | |
| LATHAM GROUP INC | 51819L107 | COMMON STOCK | 30,013 | $192,983 | dollars as filed | |
| WIPRO LTD SPON ADR 1 SH | 97651M109 | ADR | 51,838 | $158,620 | dollars as filed | |
| SELECT WATER SOLUTIONS INC | 81617J301 | CL A COM | 14,617 | $153,479 | dollars as filed | |
| PERIMETER SOLUTIONS INC | 71385M107 | COMMON STOCK | 12,767 | $128,563 | dollars as filed | |
| GLOBAL WATER RESOURCES INC | 379463102 | COMMON STOCK | 11,190 | $115,359 | dollars as filed | |
| Great Lakes Dredge & Dock Corp | 390607109 | Common Stock | 12,688 | $110,392 | dollars as filed | |
| Leslie's Inc | 527064109 | Common Stock | 24,336 | $17,901 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-001806 | this filing | 2025-05-14 | acceptance time not in the bulk data set |