Gitterman Wealth Management, LLC

RIA/Wealth

Gitterman Wealth Management, LLC is a RIA/Wealth based in Edison, NJ led by Elias Stuart Rauch, reporting $666.1M in AUM as of Q3 2025 with 78% ETF concentration, 84% concentrated in top 10 holdings, 19% allocation to VGIT, and minimal technology exposure.

FounderElias Stuart Rauch

Portfolio Value: $436.5M
Positions: 128
Top Holding: VGIT at 19.27%
Last Reported: Q3 2025

Address379 Thornall Street, 6th Floor, Edison, NJ, 08837, United States

Top Holdings

Largest long holdings in Gitterman Wealth Management, LLC's portfolio (83.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Intermediate-Term Treasury VGIT	ETF ETF	$84.1M	19.27%	+$925.8K Bought	— 1.4M shares	Q1 2021 Held for 4y 8m
2 Vanguard S&P 500 ETF VOO	ETF ETF	$59.6M	13.66%	-$346.6K Sold	— 97.3K shares	Q1 2025 Held for 8 months
3 GMO U.S. Quality QLTY	ETF ETF	$58.7M	13.46%	-$56.8K Sold	— 1.6M shares	Q1 2025 Held for 8 months
4 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	ETF ETF	$39.0M	8.93%	+$1.8M Bought	— 425.0K shares	Q1 2024 Held for 1y 8m
5 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID	ETF ETF	$36.4M	8.35%	-$913.0K Sold	— 241.1K shares	Q1 2024 Held for 1y 8m
6 GLD SPDR Gold Trust GLD	Unknown Unknown	$27.8M	6.37%	-$429.4K Sold	— 78.3K shares	Q1 2025 Held for 8 months
7 Invesco Water Resources PHO	ETF ETF	$26.6M	6.10%	-$75.5K Sold	— 368.9K shares	Q1 2025 Held for 8 months
8 iShares Currency Hedged MSCI EAFE HEFA	ETF ETF	$17.5M	4.02%	+$58.4K Bought	— 442.6K shares	Q1 2025 Held for 8 months
9 Apple AAPL	Consumer Electronics Technology	$9.2M	2.11%	+$768.0K Bought	0.00% 36.2K shares	Q1 2021 Held for 4y 8m
10 Microsoft MSFT	Software - Infrastructure Technology	$6.9M	1.58%	+$1.1M Bought	0.00% 13.3K shares	Q1 2021 Held for 4y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Gitterman Wealth Management, LLC's latest filing

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Market Value

$436.5M

Prior: $429.3M

Q/Q Change

+1.66%

+$7.1M

Net Flows % of MV

-3.4%

Turnover Ratio

6.42%

New Purchases

4 stocks

$1.0M

Added To

85 stocks

+$19.5M

Sold Out Of

216 stocks

$31.6M

Reduced Holdings

26 stocks

-$3.8M

Increased Positions

Position	Shares Δ	Change
1 Old Republic International ORI	New	0 → 7.3K +$310.0K
2 Analog Devices ADI	New	0 → 1.1K +$279.6K
3 Truist Financial TFC	New	0 → 5.1K +$235.3K
4 Chevron CVX	New	0 → 1.4K +$223.8K
5 Ingersoll Rand IR	+5,766.67%	48.0 → 2.8K +$228.7K

Decreased Positions

Position	Shares Δ	Change
1 iShares Core U.S. Aggregate Bond AGG	Sold	7.0K → 0 −$694.8K
2 AT&T T	Sold	22.6K → 0 −$653.2K
3 Autodesk ADSK	Sold	1.8K → 0 −$569.5K
4 Nasdaq, Inc. NDAQ	Sold	5.6K → 0 −$503.3K
5 Starbucks SBUX	Sold	4.8K → 0 −$440.8K

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Analytics

Portfolio insights and performance metrics for Gitterman Wealth Management, LLC

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Sector Allocation

ETF

77.50%

Technology

4.80%

Industrials

2.90%

Utilities

1.60%

Financial Services

1.30%

Communication Services

1.10%

Healthcare

0.90%

Consumer Cyclical

0.70%

Consumer Defensive

0.50%

Energy

0.40%

Real Estate

0.30%

Basic Materials

0.20%

Market Cap Distribution

Mega Cap (> $200B)

8.70%

Large Cap ($10B - $200B)

4.36%

Mid Cap ($2B - $10B)

0.98%

Small Cap ($300M - $2B)

0.60%

Micro Cap ($50M - $300M)

0.07%

Nano Cap (< $50M)

0.05%

N/A (ETF or Unknown)

85.23%

Portfolio Concentration

Top 10 Holdings %

83.84%

Top 20 Holdings %

89.27%

Top 50 Holdings %

94.55%

Top 100 Holdings %

98.55%