Gitterman Wealth Management, LLC
13F Reported Value
ⓘ$436.5M
Holdings
128
Latest Filing
2025-09-30
Filing Quarter
Q3 2025
Portfolio Overview
Gitterman Wealth Management, LLC disclosed 128 positions worth $436.5M in its Form 13F-HR for Q3 2025. During the quarter the fund opened 4 new positions and exited 209 — including a new stake in $ORI and a full exit from $T. The portfolio is most concentrated in Other (84.3% of disclosed assets). All figures are sourced directly from Gitterman Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1861558.
AI Fund Analysis
Concentrating
$AAPL
$MSFT
$VLTO
$NEE
$XYL
$TTEK
$WTRGSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q3 2025
Click any card to unlockTop Holdings
VANGUARD SCOTTSDALE FDS
—Quality
$84.1M1,401,122 shVANGUARD INDEX FDS
—Quality
$59.6M97,320 sh2023 ETF SERIES TRUST II
—Quality
$58.7M1,623,342 shSPDR SERIES TRUST
—Quality
$39.0M424,957 shFIRST TR EXCHANGE TRADED FD
—Quality
$36.4M241,144 shSPDR GOLD TR
—Quality
$27.8M78,262 shINVESCO EXCHANGE TRADED FD T
—Quality
$26.6M368,922 shISHARES TR
—Quality
$17.5M442,646 sh- 76.4
Quality
$9.2M36,222 sh - 79.8
Quality
$6.9M13,290 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | — | $84.1M | 1,401,122 |
| VANGUARD INDEX FDS | — | $59.6M | 97,320 |
| 2023 ETF SERIES TRUST II | — | $58.7M | 1,623,342 |
| SPDR SERIES TRUST | — | $39.0M | 424,957 |
| FIRST TR EXCHANGE TRADED FD | — | $36.4M | 241,144 |
| SPDR GOLD TR | — | $27.8M | 78,262 |
| INVESCO EXCHANGE TRADED FD T | — | $26.6M | 368,922 |
| ISHARES TR | — | $17.5M | 442,646 |
| Apple Inc.$AAPL | 76.4 | $9.2M | 36,222 |
| MICROSOFT CORP$MSFT | 79.8 | $6.9M | 13,290 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Gitterman Wealth Management, LLC's 128 positions.
Showing top 10 of 128 holdings.
Sector Allocation
Other
$368.1M
Technology
$29.7M
Industrials
$8.3M
Utilities
$7.2M
Financials
$6.4M
Healthcare
$5.7M
Consumer Discretionary
$3.7M
Energy
$2.1M
Full Holdings — Gitterman Wealth Management, LLC (Q3 2025)
All 128 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD SCOTTSDALE FDS | $84.1M | 19.3% | +1% | — |
| 2 | — | VANGUARD INDEX FDS | $59.6M | 13.7% | -1% | — |
| 3 | — | 2023 ETF SERIES TRUST II | $58.7M | 13.5% | -0% | — |
| 4 | — | SPDR SERIES TRUST | $39.0M | 8.9% | +5% | — |
| 5 | — | FIRST TR EXCHANGE TRADED FD | $36.4M | 8.3% | -2% | — |
| 6 | — | SPDR GOLD TR | $27.8M | 6.4% | -2% | — |
| 7 | — | INVESCO EXCHANGE TRADED FD T | $26.6M | 6.1% | -0% | — |
| 8 | — | ISHARES TR | $17.5M | 4.0% | +0% | — |
| 9 | $AAPL | Apple Inc. | $9.2M | 2.1% | +9% | 76.4 |
| 10 | $MSFT | MICROSOFT CORP | $6.9M | 1.6% | +18% | 79.8 |
| 11 | — | VANGUARD INDEX FDS | $5.3M | 1.2% | -4% | — |
| 12 | — | ISHARES TR | $4.9M | 1.1% | -1% | — |
| 13 |  $JNJ | JOHNSON & JOHNSON | $2.6M | 0.6% | -1% | 69 |
| 14 |  $GOOG | Alphabet Inc. | $2.4M | 0.5% | +21% | 78.2 |
| 15 | $NEE | NEXTERA ENERGY INC | $2.2M | 0.5% | +7% | 64.6 |
| 16 |  $NVDA | NVIDIA CORP | $1.5M | 0.3% | +110% | 85.9 |
| 17 |  $GOOGL | Alphabet Inc. | $1.5M | 0.3% | +30% | 78.2 |
| 18 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1.1M | 0.3% | +0% | 62.9 |
| 19 |  $XOM.R34088 | EXXON MOBIL CORP | $1.1M | 0.3% | +32% | 57.9 |
| 20 |  $AMZN | AMAZON COM INC | $1.1M | 0.3% | +106% | 68.7 |
| 21 | $VLTO | Veralto Corp | $1.1M | 0.3% | +69% | 65.5 |
| 22 | $XYL | Xylem Inc. | $1.0M | 0.2% | +18% | 65.8 |
| 23 | $TTEK | TETRA TECH INC | $1.0M | 0.2% | +64% | 60.2 |
| 24 |  $UNH | UNITEDHEALTH GROUP INC | $1.0M | 0.2% | +12% | 62.7 |
| 25 | — | ISHARES TR | $988,814 | 0.2% | +0% | — |
| 26 | $WTRG | Essential Utilities, Inc. | $954,873 | 0.2% | +100% | 68.1 |
| 27 | — | COMPANHIA DE SANEAMENTO BASI | $953,212 | 0.2% | +60% | — |
| 28 | — | RBB FD INC | $928,383 | 0.2% | +13% | — |
| 29 |  $AWK | American Water Works Company, Inc. | $917,884 | 0.2% | +97% | 58.1 |
| 30 |  $NVO | NOVO NORDISK A S | $894,110 | 0.2% | -6% | — |
| 31 |  $PNR | PENTAIR plc | $870,758 | 0.2% | +56% | — |
| 32 |  $AAON | AAON, INC. | $847,932 | 0.2% | -5% | 56.4 |
| 33 |  $JPM | JPMORGAN CHASE & CO | $829,166 | 0.2% | +2% | 70.7 |
| 34 | — | NUSHARES ETF TR | $825,273 | 0.2% | +7% | — |
| 35 |  $HON | HONEYWELL INTERNATIONAL INC | $791,481 | 0.2% | +32% | 65 |
| 36 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $759,878 | 0.2% | +30% | 70 |
| 37 |  $BRK.A | BERKSHIRE HATHAWAY INC | $754,200 | 0.2% | +0% | 73.8 |
| 38 |  $STN | STANTEC INC | $743,364 | 0.2% | +31% | — |
| 39 |  $CNM | Core & Main, Inc. | $723,425 | 0.2% | +31% | 59.9 |
| 40 |  $BRK.B | BERKSHIRE HATHAWAY INC | $712,885 | 0.2% | -22% | 73.8 |
| 41 | — | FIDELITY WISE ORIGIN BITCOIN | $585,385 | 0.1% | +30% | — |
| 42 |  $META | Meta Platforms, Inc. | $580,954 | 0.1% | +469% | 79.6 |
| 43 |  $PG | PROCTER & GAMBLE Co | $576,298 | 0.1% | +26% | 64.6 |
| 44 |  $WMS | ADVANCED DRAINAGE SYSTEMS, INC. | $572,884 | 0.1% | +64% | 63.1 |
| 45 |  $AVGO | Broadcom Inc. | $557,040 | 0.1% | +1250% | 84.5 |
| 46 |  $SWIM | Latham Group, Inc. | $553,927 | 0.1% | +135% | 46 |
| 47 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $509,862 | 0.1% | +10% | — |
| 48 |  $ED | CONSOLIDATED EDISON INC | $505,208 | 0.1% | +125% | 67.3 |
| 49 |  $HD | HOME DEPOT, INC. | $495,147 | 0.1% | +147% | 60.3 |
| 50 | — | INVESCO QQQ TR | $476,694 | 0.1% | +0% | — |
| 51 | — | VANECK ETF TRUST | $474,854 | 0.1% | +36% | — |
| 52 | — | CALIFORNIA WTR SVC GROUP | $472,927 | 0.1% | +131% | — |
| 53 |  $J | JACOBS SOLUTIONS INC. | $466,542 | 0.1% | +15% | 64.3 |
| 54 |  $WTTR | Select Water Solutions, Inc. | $463,668 | 0.1% | +177% | 42.9 |
| 55 |  $NVS | NOVARTIS AG | $462,614 | 0.1% | +10% | — |
| 56 |  $KKR | KKR & Co. Inc. | $461,453 | 0.1% | +0% | 54.3 |
| 57 |  $HTO | H2O AMERICA | $459,729 | 0.1% | +194% | 59.8 |
| 58 |  $WMT | Walmart Inc. | $437,905 | 0.1% | +229% | 60.2 |
| 59 |  $DE | DEERE & CO | $436,692 | 0.1% | -21% | 55.4 |
| 60 |  $TSLA | Tesla, Inc. | $431,821 | 0.1% | +730% | 53.9 |
| 61 |  $VMC | Vulcan Materials CO | $418,974 | 0.1% | +160% | 63.5 |
| 62 |  $AWR | AMERICAN STATES WATER CO | $413,392 | 0.1% | +117% | 52.4 |
| 63 |  $AXP | AMERICAN EXPRESS CO | $385,638 | 0.1% | +0% | 69.4 |
| 64 |  $HSBC | HSBC HOLDINGS PLC | $380,364 | 0.1% | +10% | — |
| 65 |  $MS | MORGAN STANLEY | $375,940 | 0.1% | -2% | 75.8 |
| 66 |  $GS | GOLDMAN SACHS GROUP INC | $368,124 | 0.1% | +843% | 73.5 |
| 67 |  $SAP | SAP SE | $364,687 | 0.1% | +10% | — |
| 68 |  $ORCL | ORACLE CORP | $364,201 | 0.1% | +440% | 66.2 |
| 69 |  $ORA | ORMAT TECHNOLOGIES, INC. | $355,333 | 0.1% | +26% | 49.8 |
| 70 |  $COST | COSTCO WHOLESALE CORP /NEW | $349,696 | 0.1% | -11% | 66.2 |
| 71 |  $LNN | LINDSAY CORP | $349,249 | 0.1% | +39% | 48.8 |
| 72 |  $GE | GENERAL ELECTRIC CO | $348,048 | 0.1% | +192% | 73.8 |
| 73 |  $VMI | VALMONT INDUSTRIES INC | $345,070 | 0.1% | +125% | 60.7 |
| 74 |  $CIG | ENERGY CO OF MINAS GERAIS | $340,428 | 0.1% | +9% | — |
| 75 |  $LLY | ELI LILLY & Co | $332,668 | 0.1% | +30% | 87.5 |
| 76 | — | CHECK POINT SOFTWARE TECH LT | $330,533 | 0.1% | +5% | — |
| 77 |  $NGG | NATIONAL GRID PLC | $328,643 | 0.1% | +29% | — |
| 78 |  $FSV | FirstService Corp | $327,015 | 0.1% | +18% | — |
| 79 |  $GWRS | Global Water Resources, Inc. | $325,310 | 0.1% | +181% | 35.1 |
| 80 |  $PEP | PEPSICO INC | $320,029 | 0.1% | +138% | 63.4 |
| 81 |  $ORI | OLD REPUBLIC INTERNATIONAL CORP | $309,994 | 0.1% | NEW | 71.1 |
| 82 |  $FIX | COMFORT SYSTEMS USA INC | $309,556 | 0.1% | +93% | 77.7 |
| 83 |  $SBAC | SBA COMMUNICATIONS CORP | $307,097 | 0.1% | +34% | 63.7 |
| 84 |  $RY | ROYAL BANK OF CANADA | $307,036 | 0.1% | +10% | 74.8 |
| 85 |  $VZ | VERIZON COMMUNICATIONS INC | $302,500 | 0.1% | -41% | 65.8 |
| 86 |  $MCD | MCDONALDS CORP | $297,509 | 0.1% | -45% | 69 |
| 87 | — | FIRST TR EXCHANGE TRADED FD | $295,960 | 0.1% | -2% | — |
| 88 |  $CWCO | Consolidated Water Co. Ltd. | $293,567 | 0.1% | +127% | — |
| 89 |  $IHG | INTERCONTINENTAL HOTELS GROUP PLC /NEW/ | $293,436 | 0.1% | +10% | — |
| 90 |  $KB | KB Financial Group Inc. | $289,455 | 0.1% | +9% | — |
| 91 |  $MA | Mastercard Inc | $288,888 | 0.1% | -11% | 85.1 |
| 92 |  $V | VISA INC. | $288,165 | 0.1% | -20% | 82.9 |
| 93 | — | SPROTT FDS TR | $283,837 | 0.1% | -1% | — |
| 94 |  $ADI | ANALOG DEVICES INC | $279,614 | 0.1% | NEW | 79.2 |
| 95 |  $AMT | AMERICAN TOWER CORP /MA/ | $276,432 | 0.1% | +48% | 66.3 |
| 96 |  $EQIX | EQUINIX INC | $275,945 | 0.1% | +35% | 59 |
| 97 |  $MAS | MASCO CORP /DE/ | $271,970 | 0.1% | +126% | 58.2 |
| 98 | — | VANGUARD INDEX FDS | $266,299 | 0.1% | +0% | — |
| 99 |  $MOD | MODINE MANUFACTURING CO | $261,290 | 0.1% | -22% | 56.3 |
| 100 |  $SKM | SK TELECOM CO LTD | $258,574 | 0.1% | +11% | — |
| 101 | — | ISHARES TR | $257,783 | 0.1% | -12% | — |
| 102 |  $YORW | YORK WATER CO | $256,635 | 0.1% | +121% | 56.5 |
| 103 |  $GEV | GE Vernova Inc. | $254,587 | 0.1% | +322% | 81.1 |
| 104 |  $UBER | Uber Technologies, Inc | $244,925 | 0.1% | +0% | 73.5 |
| 105 |  $RDY | DR REDDYS LABORATORIES LTD | $244,802 | 0.1% | +11% | — |
| 106 |  $LEN | LENNAR CORP /NEW/ | $241,498 | 0.1% | +763% | 47.2 |
| 107 |  $ECL | ECOLAB INC. | $240,934 | 0.1% | +80% | 63.3 |
| 108 |  $BG | Bunge Global SA | $239,953 | 0.1% | +25% | 54.5 |
| 109 |  $AOS | SMITH A O CORP | $237,518 | 0.1% | +127% | 60 |
| 110 |  $TFC | TRUIST FINANCIAL CORP | $235,321 | 0.1% | NEW | 76.4 |
| 111 |  $ROL | ROLLINS INC | $234,703 | 0.1% | +8% | 65 |
| 112 |  $PSO | PEARSON PLC | $232,901 | 0.1% | +9% | — |
| 113 |  $IR | Ingersoll Rand Inc. | $232,661 | 0.1% | +5767% | 64.4 |
| 114 |  $ARTNA | ARTESIAN RESOURCES CORP | $232,506 | 0.1% | +122% | 41.9 |
| 115 |  $PRM | Perimeter Solutions, Inc. | $231,600 | 0.1% | -21% | 48.3 |
| 116 | — | TELEFONICA S A | $226,266 | 0.1% | +9% | — |
| 117 |  $CVX | CHEVRON CORP | $223,768 | 0.1% | NEW | 62.8 |
| 118 |  $AON | Aon plc | $221,793 | 0.1% | +0% | — |
| 119 | — | VANGUARD INDEX FDS | $221,340 | 0.1% | +0% | — |
| 120 |  $LMT | LOCKHEED MARTIN CORP | $220,651 | 0.1% | +0% | 65.6 |
| 121 |  $CSCO | CISCO SYSTEMS, INC. | $220,518 | 0.1% | -55% | 70.3 |
| 122 |  $AXON | AXON ENTERPRISE, INC. | $220,315 | 0.1% | -46% | 56.6 |
| 123 | — | SHINHAN FINANCIAL GROUP CO L | $210,525 | 0.1% | +9% | — |
| 124 |  $COF | CAPITAL ONE FINANCIAL CORP | $209,815 | 0.1% | +255% | 62.4 |
| 125 | — | ISHARES TR | $203,315 | 0.1% | +0% | — |
| 126 |  $DHR | DANAHER CORP /DE/ | $202,315 | 0.1% | -7% | 64.8 |
| 127 |  $PM | Philip Morris International Inc. | $201,156 | 0.1% | +0% | 75.9 |
| 128 |  $WIT | WIPRO LTD | $141,054 | 0.0% | +6% | — |
New Positions (4)
Exited Positions (209)
$T AT&T INC.
$ADSK Autodesk, Inc.
$NDAQ NASDAQ, INC.
$SBUX STARBUCKS CORP
$AZO AUTOZONE INC
$SJM J M SMUCKER Co
$CB Chubb Ltd
$BKNG Booking Holdings Inc.
$DAL DELTA AIR LINES, INC.
$EW Edwards Lifesciences Corp
$IDXX IDEXX LABORATORIES INC /DE
$WRB BERKLEY W R CORP
$UAL United Airlines Holdings, Inc.
$CARR CARRIER GLOBAL Corp
$ORLY O REILLY AUTOMOTIVE INCBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Gitterman Wealth Management, LLC including:
Track Gitterman Wealth Management, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Gitterman Wealth Management, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Gitterman Wealth Management, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Gitterman Wealth Management, LLC (SEC CIK: 1861558), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Gitterman Wealth Management, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.