13F-HR filed by Gitterman Wealth Management, LLC
Gitterman Wealth Management, LLC filed this 13F-HR for the quarter ended 2021-03-31, filed 2021-05-14, with 65 holding rows worth $155,118,000.
- Accession
- 0001812046-21-000058
- Filer
- CIK 1861558
- Filed
- 2021-05-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2021
A holdings report, 65 entries on the cover page, a total value of $155,118,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $155,118,000 with VALUE read as thousands by filing date, 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 | 674,492 | $45,346,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 87,849 | $34,948,000 | thousands by filing date | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 182,575 | $13,155,000 | thousands by filing date | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 126,110 | $10,404,000 | thousands by filing date | |
| Vanguard Growth | 922908736 | COM | 22,036 | $5,664,000 | thousands by filing date | |
| Vanguard Real Estate | 922908553 | SHS | 59,302 | $5,448,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 38,662 | $4,723,000 | thousands by filing date | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 80,476 | $4,295,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 11,707 | $2,760,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 16,007 | $2,631,000 | thousands by filing date | |
| AAON INC | 000360206 | COM PAR $0.004 | 26,000 | $1,820,000 | thousands by filing date | |
| International Business Machines Corporation | 459200101 | COM | 10,739 | $1,431,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 625 | $1,289,000 | thousands by filing date | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 17,130 | $1,155,000 | thousands by filing date | |
| UnitedHealth Group Inc | 91324P102 | COM | 2,719 | $1,012,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 462 | $956,000 | thousands by filing date | |
| Verizon Communications Inc | 92343V104 | COM | 13,956 | $812,000 | thousands by filing date | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 2 | $771,000 | thousands by filing date | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 6,501 | $769,000 | thousands by filing date | |
| Netflix, Inc | 64110L106 | COM | 1,352 | $705,000 | thousands by filing date | |
| Honeywell Technologies | 438516106 | COM | 3,193 | $693,000 | thousands by filing date | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 2,729 | $663,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 210 | $650,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 19,630 | $594,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 3,641 | $554,000 | thousands by filing date | |
| CONSOLIDATED EDISON INC | 209115104 | COM | 7,396 | $553,000 | thousands by filing date | |
| Starbucks Corporation | 855244109 | COM | 5,026 | $549,000 | thousands by filing date | |
| American Express Company | 025816109 | COM | 3,474 | $491,000 | thousands by filing date | |
| INVESCO QQQ TR | 46090E103 | COM | 1,526 | $487,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,900 | $485,000 | thousands by filing date | |
| HORIZON TECHNOLOGY FIN CORP | 44045A102 | COM | 32,794 | $472,000 | thousands by filing date | |
| BIO-TECHNE CORP | 09073M104 | COM | 1,114 | $426,000 | thousands by filing date | |
| Intel Corp | 458140100 | COM | 5,865 | $375,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 2,768 | $375,000 | thousands by filing date | |
| HA SUSTAINABLE INFRA CAP INC | 41068X100 | COM | 6,217 | $349,000 | thousands by filing date | |
| Tesla Motors, Inc | 88160R101 | COM | 518 | $346,000 | thousands by filing date | |
| Boeing Company | 097023105 | COM | 1,324 | $337,000 | thousands by filing date | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 2,396 | $333,000 | thousands by filing date | |
| Citigroup Inc. | 172967424 | COM | 4,493 | $327,000 | thousands by filing date | |
| Texas Instruments Incorporated | 882508104 | COM | 1,641 | $310,000 | thousands by filing date | |
| ISHARES TR | 464287168 | COM | 2,670 | $305,000 | thousands by filing date | |
| Qualcomm Incorporated | 747525103 | COM | 2,289 | $304,000 | thousands by filing date | |
| BROOKFIELD RENEWABLE CORP | 11284V105 | CL A SUB VTG | 6,489 | $304,000 | thousands by filing date | |
| KILROY REALTY CORP COM | 49427F108 | REIT | 4,622 | $303,000 | thousands by filing date | |
| HUDSON PAC PPTYS INC | 444097109 | COM | 11,132 | $302,000 | thousands by filing date | |
| DIGITAL RLTY TR INC COM | 253868103 | REIT | 1,972 | $278,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 1,492 | $275,000 | thousands by filing date | |
| Applied Materials,Inc. | 038222105 | COM | 2,008 | $268,000 | thousands by filing date | |
| VORNADO RLTY TR | 929042109 | SH BEN INT | 5,832 | $265,000 | thousands by filing date | |
| AMERICAN WTR WKS CO INC NEW COM | 030420103 | Stock | 1,709 | $256,000 | thousands by filing date | |
| LAM RESEARCH CORP | 512807108 | COM | 413 | $246,000 | thousands by filing date | |
| ALEXANDRIA REAL ESTATE EQ INC COM | 015271109 | REIT | 1,460 | $240,000 | thousands by filing date | |
| ABB LTD-ADR | 000375204 | SPONSORED ADR | 7,459 | $227,000 | thousands by filing date | |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 360 | $222,000 | thousands by filing date | |
| Costco Wholesale Corporation | 22160K105 | COM | 622 | $219,000 | thousands by filing date | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 964 | $219,000 | thousands by filing date | |
| CROWN CASTLE INC COM | 22822V101 | REIT | 1,263 | $217,000 | thousands by filing date | |
| WATERS CORP COM | 941848103 | Stock | 732 | $208,000 | thousands by filing date | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 847 | $206,000 | thousands by filing date | |
| MOODYS CORP COM | 615369105 | Stock | 684 | $204,000 | thousands by filing date | |
| CENCORA INC COM | 03073E105 | Stock | 1,703 | $201,000 | thousands by filing date | |
| NEW YORK MORTGAGE TRUST INC | 649604501 | COM PAR $.02 | 33,966 | $152,000 | thousands by filing date | |
| VEON LTD | 91822M106 | SPONSORED ADR | 61,514 | $109,000 | thousands by filing date | |
| WIPRO LTD SPON ADR 1 SH | 97651M109 | ADR | 12,185 | $77,000 | thousands by filing date | |
| CIA ENERGETICA DE MINAS GERA | 204409601 | SP ADR N-V PFD | 20,954 | $48,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001812046-21-000058 | this filing | 2021-05-14 | acceptance time not in the bulk data set |