Gitterman Wealth Management, LLC Portfolio Holdings
Q3 2025•128 long positions•$436.5M portfolio value
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Holding344 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $84.1M 19.27% | +$925.8K Bought | — 1.4M shares | 1.4M → 1.4M +$925.8K | +1.11% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $59.6M 13.66% | -$346.6K Sold | — 97.3K shares | 97.9K → 97.3K −$346.6K | -0.58% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $58.7M 13.46% | -$56.8K Sold | — 1.6M shares | 1.6M → 1.6M −$56.8K | -0.1% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $39.0M 8.93% | +$1.8M Bought | — 425.0K shares | 405.6K → 425.0K +$1.8M | +4.78% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $36.4M 8.35% | -$913.0K Sold | — 241.1K shares | 247.2K → 241.1K −$913.0K | -2.44% | — — | Q1 2024 Held for 1y 8m | |
Unknown Unknown | $27.8M 6.37% | -$429.4K Sold | — 78.3K shares | 79.5K → 78.3K −$429.4K | -1.52% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $26.6M 6.1% | -$75.5K Sold | — 368.9K shares | 370.0K → 368.9K −$75.5K | -0.28% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $17.5M 4.02% | +$58.4K Bought | — 442.6K shares | 441.2K → 442.6K +$58.4K | +0.33% | — — | Q1 2025 Held for 8 months | |
Consumer Electronics Technology | $9.2M 2.11% | +$768.0K Bought | 0.0% 36.2K shares | 33.2K → 36.2K +$768.0K | +9.08% | $3.78T Mega Cap | Q1 2021 Held for 4y 8m | |
Software - Infrastructure Technology | $6.9M 1.58% | +$1.1M Bought | 0.0% 13.3K shares | 11.2K → 13.3K +$1.1M | +18.23% | $3.85T Mega Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $5.3M 1.22% | -$240.5K Sold | — 16.2K shares | 16.9K → 16.2K −$240.5K | -4.33% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $4.9M 1.13% | -$42.2K Sold | — 7.4K shares | 7.4K → 7.4K −$42.2K | -0.85% | — — | Q1 2021 Held for 4y 8m | |
Drug Manufacturers - General Healthcare | $2.6M 0.591% | -$18.5K Sold | 0.001% 13.9K shares | 14.0K → 13.9K −$18.5K | -0.71% | $446.55B Mega Cap | Q1 2021 Held for 4y 8m | |
Internet Content & Information Communication Services | $2.4M 0.544% | +$407.9K Bought | 0.0% 9.8K shares | 8.1K → 9.8K +$407.9K | +20.75% | $2.95T Mega Cap | Q1 2021 Held for 4y 8m | |
Regulated Electric Utilities | $2.2M 0.5% | +$135.2K Bought | 0.001% 28.9K shares | 27.1K → 28.9K +$135.2K | +6.6% | $155.46B Large Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $1.5M 0.351% | +$801.7K Bought | 0.0% 8.2K shares | 3.9K → 8.2K +$801.7K | +109.7% | $4.54T Mega Cap | Q2 2024 Held for 1y 5m | |
Internet Content & Information Communication Services | $1.5M 0.336% | +$336.4K Bought | 0.0% 6.0K shares | 4.6K → 6.0K +$336.4K | +29.74% | $2.95T Mega Cap | Q1 2021 Held for 4y 8m | |
Aerospace & Defense Industrials | $1.1M 0.26% | — | 0.001% 1.9K shares | — | — | $87.2B Large Cap | Q1 2022 Held for 3y 8m | |
Oil & Gas Integrated Energy | $1.1M 0.255% | +$267.9K Bought | 0.0% 9.9K shares | 7.5K → 9.9K +$267.9K | +31.77% | $480.68B Mega Cap | Q3 2024 Held for 1y 2m | |
Specialty Retail Consumer Cyclical | $1.1M 0.248% | +$555.1K Bought | 0.0% 4.9K shares | 2.4K → 4.9K +$555.1K | +105.64% | $2.34T Mega Cap | Q1 2021 Held for 4y 8m | |
Industrial - Pollution & Treatment Controls Industrials | $1.1M 0.247% | +$438.2K Bought | 0.004% 10.1K shares | 6.0K → 10.1K +$438.2K | +68.66% | $26.5B Large Cap | Q4 2023 Held for 1y 11m | |
Industrial - Machinery Industrials | $1.0M 0.236% | +$156.0K Bought | 0.003% 7.0K shares | 5.9K → 7.0K +$156.0K | +17.83% | $35.9B Large Cap | Q2 2023 Held for 2y 5m | |
Engineering & Construction Industrials | $1.0M 0.231% | +$392.3K Bought | 0.011% 30.2K shares | 18.5K → 30.2K +$392.3K | +63.68% | $8.8B Mid Cap | Q2 2023 Held for 2y 5m | |
Medical - Healthcare Plans Healthcare | $1.0M 0.23% | +$111.5K Bought | 0.0% 2.9K shares | 2.6K → 2.9K +$111.5K | +12.49% | $312.73B Mega Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $988.8K 0.227% | — | — 2.1K shares | — | — | — — | Q1 2021 Held for 4y 8m | |
Regulated Water Utilities | $954.9K 0.219% | +$477.7K Bought | 0.009% 23.9K shares | 12.0K → 23.9K +$477.7K | +100.09% | $11.2B Large Cap | Q3 2023 Held for 2y 2m | |
Unknown Unknown | $953.2K 0.218% | +$357.5K Bought | — 38.3K shares | 23.9K → 38.3K +$357.5K | +60.01% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $928.4K 0.213% | +$109.6K Bought | — 18.6K shares | 16.4K → 18.6K +$109.6K | +13.39% | — — | Q1 2024 Held for 1y 8m | |
Regulated Water Utilities | $917.9K 0.21% | +$450.8K Bought | 0.003% 6.6K shares | 3.4K → 6.6K +$450.8K | +96.51% | $27.2B Large Cap | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $894.1K 0.205% | -$55.5K Sold | — 16.1K shares | 17.1K → 16.1K −$55.5K | -5.84% | — — | Q4 2022 Held for 2y 11m | |
Industrial - Machinery Industrials | $870.8K 0.2% | +$312.7K Bought | 0.005% 7.9K shares | 5.0K → 7.9K +$312.7K | +56.03% | $18.2B Large Cap | Q2 2023 Held for 2y 5m | |
Construction Industrials | $847.9K 0.194% | -$41.6K Sold | 0.011% 9.1K shares | 9.5K → 9.1K −$41.6K | -4.67% | $7.6B Mid Cap | Q1 2021 Held for 4y 8m | |
Banks - Diversified Financial Services | $829.2K 0.19% | +$15.8K Bought | 0.0% 2.6K shares | 2.6K → 2.6K +$15.8K | +1.94% | $867.35B Mega Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $825.3K 0.189% | +$56.9K Bought | — 36.8K shares | 34.2K → 36.8K +$56.9K | +7.4% | — — | Q4 2022 Held for 2y 11m | |
Conglomerates Industrials | $791.5K 0.181% | +$190.7K Bought | 0.001% 3.8K shares | 2.9K → 3.8K +$190.7K | +31.74% | $133.65B Large Cap | Q1 2021 Held for 4y 8m | |
Information Technology Services Technology | $759.9K 0.174% | +$175.8K Bought | 0.0% 2.7K shares | 2.1K → 2.7K +$175.8K | +30.1% | $262.84B Mega Cap | Q1 2021 Held for 4y 8m | |
Insurance - Diversified Financial Services | $754.2K 0.173% | — | 0.0% 1.0 shares | — | — | $1.08T Mega Cap | Q1 2021 Held for 4y 8m | |
Engineering & Construction Industrials | $743.4K 0.17% | +$176.3K Bought | 0.006% 6.9K shares | 5.3K → 6.9K +$176.3K | +31.1% | $12.3B Large Cap | Q2 2022 Held for 3y 5m | |
Industrial - Distribution Industrials | $723.4K 0.166% | +$171.7K Bought | 0.007% 13.4K shares | 10.3K → 13.4K +$171.7K | +31.11% | $10.3B Large Cap | Q4 2023 Held for 1y 11m | |
Insurance - Diversified Financial Services | $712.9K 0.163% | -$201.1K Sold | 0.0% 1.4K shares | 1.8K → 1.4K −$201.1K | -22.0% | $1.08T Mega Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $585.4K 0.134% | +$135.1K Bought | — 5.9K shares | 4.5K → 5.9K +$135.1K | +30.02% | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $581.0K 0.133% | +$478.9K Bought | 0.0% 791.0 shares | 139.0 → 791.0 +$478.9K | +469.06% | $1.84T Mega Cap | Q2 2025 Held for 5 months | |
Household & Personal Products Consumer Defensive | $576.3K 0.132% | +$119.8K Bought | 0.0% 3.8K shares | 3.0K → 3.8K +$119.8K | +26.25% | $359.62B Mega Cap | Q1 2021 Held for 4y 8m | |
Construction Industrials | $572.9K 0.131% | +$223.3K Bought | 0.005% 4.1K shares | 2.5K → 4.1K +$223.3K | +63.89% | $10.8B Large Cap | Q3 2024 Held for 1y 2m | |
Semiconductors Technology | $557.0K 0.128% | +$515.8K Bought | 0.0% 1.7K shares | 125.0 → 1.7K +$515.8K | +1,250.4% | $1.56T Mega Cap | Q2 2025 Held for 5 months | |
Construction Industrials | $553.9K 0.127% | +$318.0K Bought | 0.062% 72.8K shares | 31.0K → 72.8K +$318.0K | +134.77% | $886.9M Small Cap | Q3 2023 Held for 2y 2m | |
Semiconductors Technology | $509.9K 0.117% | +$45.0K Bought | — 1.8K shares | 1.7K → 1.8K +$45.0K | +9.68% | — — | Q2 2024 Held for 1y 5m | |
Regulated Electric Utilities | $505.2K 0.116% | +$280.8K Bought | 0.001% 5.0K shares | 2.2K → 5.0K +$280.8K | +125.18% | $36.3B Large Cap | Q3 2024 Held for 1y 2m | |
Home Improvement Consumer Cyclical | $495.1K 0.113% | +$295.0K Bought | 0.0% 1.2K shares | 494.0 → 1.2K +$295.0K | +147.37% | $403.32B Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $476.7K 0.109% | — | — 794.0 shares | — | — | — — | Q1 2021 Held for 4y 8m |
