Gitterman Wealth Management

Edison, NJfiles as Gitterman Wealth Management, LLC

$436m in 128 US stocks at the end of 30 September 2025. The top 10 are 83.8% of the money. It changed about 7.8% of the portfolio this quarter.

Value

$436m

Stocks

128

Top 10 share

83.8%

Turnover

7.8%

What changed this quarter

New

Bought for the first time this quarter.

Old Republic InternationalORI
<0.1% of the fund
Analog DevicesADI
<0.1% of the fund
Truist FinancialTFC
<0.1% of the fund
ChevronCVX
<0.1% of the fund

Added

Bought more of a stock they already held.

Spdr Series TrustBIL
8.9% of the fund
+5%
AppleAAPL
2.1% of the fund
+9%
MicrosoftMSFT
1.6% of the fund
+18%
AlphabetGOOGL
0.5% of the fund
+21%
NextEra EnergyNEE
0.5% of the fund
+7%
NvidiaNVDA
0.4% of the fund
+110%
AlphabetGOOG
0.3% of the fund
+30%
ExxonMobil HoldingsXOM
0.3% of the fund
+32%
Amazon.comAMZN
0.2% of the fund
+106%
VeraltoVLTO
0.2% of the fund
+69%
XylemXYL
0.2% of the fund
+18%
Tetra TechTTEK
0.2% of the fund
+64%
UnitedHealth GroupUNH
0.2% of the fund
+12%
Essential UtilitiesWTRG
0.2% of the fund
+100%
Companhia de Saneamento BasiSBS
0.2% of the fund
+60%
RBB FDTBIL
0.2% of the fund
+13%
American Water Works CompanyAWK
0.2% of the fund
+97%
PentairPNR
0.2% of the fund
+56%
Nushares ETF TRNUBD
0.2% of the fund
+7%
Honeywell InternationalHON
0.2% of the fund
+32%
International Business MachinesIBM
0.2% of the fund
+30%
StantecSTN
0.2% of the fund
+31%
Core & MainCNM
0.2% of the fund
+31%
Fidelity Wise Origin BitcoinFBTC
0.1% of the fund
+30%
Meta PlatformsMETA
0.1% of the fund
+469%

Cut

Sold some of their stake.

First TR Exchange-Traded FDGRID
8.3% of the fund
-2%
Vanguard Index FDSVTI
1.2% of the fund
-4%
Novo Nordisk A SNVO
0.2% of the fund
-6%
AaonAAON
0.2% of the fund
-5%
Berkshire HathawayBRK-B
0.2% of the fund
-22%
DeereDE
0.1% of the fund
-21%
Morgan StanleyMS
<0.1% of the fund
-2%
Costco WholesaleCOST
<0.1% of the fund
-11%
Verizon CommunicationsVZ
<0.1% of the fund
-41%
McDonald'sMCD
<0.1% of the fund
-45%
First TR Exchange-Traded FDCIBR
<0.1% of the fund
-2%
MastercardMA
<0.1% of the fund
-11%
VisaV
<0.1% of the fund
-20%
Modine ManufacturingMOD
<0.1% of the fund
-22%
Ishares TRIEFA
<0.1% of the fund
-12%
Perimeter SolutionsPRM
<0.1% of the fund
-21%
Cisco SystemsCSCO
<0.1% of the fund
-55%
Axon EnterpriseAXON
<0.1% of the fund
-46%
DanaherDHR
<0.1% of the fund
-7%

Sold out

Sold their entire stake.

Holdings

Vanguard Scottsdale FDSVGIT
Share
19.3%
Value
$84m
Shares
1,401,122
Held
Vanguard Index FDSVOO
Share
13.7%
Value
$60m
Shares
97,320
Held
GMO ETF TrustQLTY
Share
13.5%
Value
$59m
Shares
1,623,342
Held
Spdr Series TrustBIL
Share
8.9%
Value
$39m
Shares
424,957
+5%
First TR Exchange-Traded FDGRID
Share
8.3%
Value
$36m
Shares
241,144
-2%
Spdr Gold TRGLD
Share
6.4%
Value
$28m
Shares
78,262
Held
Invesco Exchange Traded FD TPHO
Share
6.1%
Value
$27m
Shares
368,922
Held
Ishares TRHEFA
Share
4.0%
Value
$18m
Shares
442,646
Held
AppleAAPL
Share
2.1%
Value
$9m
Shares
36,222
+9%
MicrosoftMSFT
Share
1.6%
Value
$7m
Shares
13,290
+18%
Vanguard Index FDSVTI
Share
1.2%
Value
$5m
Shares
16,194
-4%
Ishares TRIVV
Share
1.1%
Value
$5m
Shares
7,351
Held
Johnson & JohnsonJNJ
Share
0.6%
Value
$3m
Shares
13,905
Held
AlphabetGOOGL
Share
0.5%
Value
$2m
Shares
9,763
+21%
NextEra EnergyNEE
Share
0.5%
Value
$2m
Shares
28,917
+7%
NvidiaNVDA
Share
0.4%
Value
$2m
Shares
8,214
+110%
AlphabetGOOG
Share
0.3%
Value
$1m
Shares
6,025
+30%
Northrop GrummanNOC
Share
0.3%
Value
$1m
Shares
1,860
Held
ExxonMobil HoldingsXOM
Share
0.3%
Value
$1m
Shares
9,855
+32%
Amazon.comAMZN
Share
0.2%
Value
$1m
Shares
4,921
+106%
VeraltoVLTO
Share
0.2%
Value
$1m
Shares
10,096
+69%
XylemXYL
Share
0.2%
Value
$1m
Shares
6,991
+18%
Tetra TechTTEK
Share
0.2%
Value
$1m
Shares
30,211
+64%
UnitedHealth GroupUNH
Share
0.2%
Value
$1m
Shares
2,909
+12%
Ishares TRIWF
Share
0.2%
Value
$988,814
Shares
2,111
Held
Essential UtilitiesWTRG
Share
0.2%
Value
$954,873
Shares
23,933
+100%
Companhia de Saneamento BasiSBS
Share
0.2%
Value
$953,212
Shares
38,295
+60%
RBB FDTBIL
Share
0.2%
Value
$928,383
Shares
18,568
+13%
American Water Works CompanyAWK
Share
0.2%
Value
$917,884
Shares
6,595
+97%
Novo Nordisk A SNVO
Share
0.2%
Value
$894,110
Shares
16,113
-6%
PentairPNR
Share
0.2%
Value
$870,758
Shares
7,861
+56%
AaonAAON
Share
0.2%
Value
$847,932
Shares
9,074
-5%
JPMorgan ChaseJPM
Share
0.2%
Value
$829,166
Shares
2,628
Held
Nushares ETF TRNUBD
Share
0.2%
Value
$825,273
Shares
36,753
+7%
Honeywell InternationalHON
Share
0.2%
Value
$791,481
Shares
3,760
+32%
International Business MachinesIBM
Share
0.2%
Value
$759,878
Shares
2,693
+30%
Berkshire Hathaway INC DELBRK-A
Share
0.2%
Value
$754,200
Shares
1
Held
StantecSTN
Share
0.2%
Value
$743,364
Shares
6,897
+31%
Core & MainCNM
Share
0.2%
Value
$723,425
Shares
13,439
+31%
Berkshire HathawayBRK-B
Share
0.2%
Value
$712,885
Shares
1,418
-22%
Fidelity Wise Origin BitcoinFBTC
Share
0.1%
Value
$585,385
Shares
5,865
+30%
Meta PlatformsMETA
Share
0.1%
Value
$580,954
Shares
791
+469%
Procter & GamblePG
Share
0.1%
Value
$576,298
Shares
3,751
+26%
Advanced Drainage SystemsWMS
Share
0.1%
Value
$572,884
Shares
4,130
+64%
BroadcomAVGO
Share
0.1%
Value
$557,040
Shares
1,688
+1250%
Latham GroupSWIM
Share
0.1%
Value
$553,927
Shares
72,789
+135%
Taiwan Semiconductor ManufacturingTSM
Share
0.1%
Value
$509,862
Shares
1,824
+10%
Consolidated EdisonED
Share
0.1%
Value
$505,208
Shares
5,026
+125%
Home DepotHD
Share
0.1%
Value
$495,147
Shares
1,222
+147%
Invesco QQQ TRQQQ
Share
0.1%
Value
$476,694
Shares
794
Held
Vaneck ETF TrustSMH
Share
0.1%
Value
$474,854
Shares
1,455
+36%
California Water Service GroupCWT
Share
0.1%
Value
$472,927
Shares
10,306
+131%
Jacobs SolutionsJ
Share
0.1%
Value
$466,542
Shares
3,114
+15%
Select Water SolutionsWTTR
Share
0.1%
Value
$463,668
Shares
43,374
+177%
Novartis AGNVS
Share
0.1%
Value
$462,614
Shares
3,607
+10%
KKRKKR
Share
0.1%
Value
$461,453
Shares
3,551
Held
H2O AmericaHTO
Share
0.1%
Value
$459,729
Shares
9,441
+194%
WalmartWMT
Share
0.1%
Value
$437,905
Shares
4,249
+229%
DeereDE
Share
0.1%
Value
$436,692
Shares
955
-21%
TeslaTSLA
Share
<0.1%
Value
$431,821
Shares
971
+730%
Vulcan MaterialsVMC
Share
<0.1%
Value
$418,974
Shares
1,362
+160%
American States WaterAWR
Share
<0.1%
Value
$413,392
Shares
5,636
+117%
American ExpressAXP
Share
<0.1%
Value
$385,638
Shares
1,161
Held
HSBC HoldingsHSBC
Share
<0.1%
Value
$380,364
Shares
5,358
+10%
Morgan StanleyMS
Share
<0.1%
Value
$375,940
Shares
2,365
-2%
Goldman Sachs GroupGS
Share
<0.1%
Value
$368,124
Shares
462
+843%
SAP SESAP
Share
<0.1%
Value
$364,687
Shares
1,362
+10%
OracleORCL
Share
<0.1%
Value
$364,201
Shares
1,295
+440%
Ormat TechnologiesORA
Share
<0.1%
Value
$355,333
Shares
3,691
+26%
Costco WholesaleCOST
Share
<0.1%
Value
$349,696
Shares
378
-11%
LindsayLNN
Share
<0.1%
Value
$349,249
Shares
2,485
+39%
General ElectricGE
Share
<0.1%
Value
$348,048
Shares
1,157
+192%
Valmont IndustriesVMI
Share
<0.1%
Value
$345,070
Shares
888
+125%
CIA Energetica de Minas GeraCIG
Share
<0.1%
Value
$340,428
Shares
161,340
+9%
Eli LillyLLY
Share
<0.1%
Value
$332,668
Shares
436
+30%
Check Point Software TechnologiesCHKP
Share
<0.1%
Value
$330,533
Shares
1,598
+5%
National GridNGG
Share
<0.1%
Value
$328,643
Shares
4,522
+29%
FirstServiceFSV
Share
<0.1%
Value
$327,015
Shares
1,715
+18%
Global Water ResourcesGWRS
Share
<0.1%
Value
$325,310
Shares
31,584
+182%
PepsiCoPEP
Share
<0.1%
Value
$320,029
Shares
2,278
+138%
Old Republic InternationalORI
Share
<0.1%
Value
$309,994
Shares
7,299
New
Comfort Systems USAFIX
Share
<0.1%
Value
$309,556
Shares
375
+93%
SBA CommunicationsSBAC
Share
<0.1%
Value
$307,097
Shares
1,589
+34%
Royal Bank of CanadaRY
Share
<0.1%
Value
$307,036
Shares
2,084
+10%
Verizon CommunicationsVZ
Share
<0.1%
Value
$302,500
Shares
6,883
-41%
McDonald'sMCD
Share
<0.1%
Value
$297,509
Shares
979
-45%
First TR Exchange-Traded FDCIBR
Share
<0.1%
Value
$295,960
Shares
3,894
-2%
Consolidated WaterCWCO
Share
<0.1%
Value
$293,567
Shares
8,320
+127%
Intercontinental Hotels GrouIHG
Share
<0.1%
Value
$293,436
Shares
2,420
+10%
KB Financial GroupKB
Share
<0.1%
Value
$289,455
Shares
3,492
+9%
MastercardMA
Share
<0.1%
Value
$288,888
Shares
507
-11%
VisaV
Share
<0.1%
Value
$288,165
Shares
841
-20%
Sprott FDS TRURNM
Share
<0.1%
Value
$283,837
Shares
4,697
Held
Analog DevicesADI
Share
<0.1%
Value
$279,614
Shares
1,138
New
American TowerAMT
Share
<0.1%
Value
$276,432
Shares
1,437
+48%
EquinixEQIX
Share
<0.1%
Value
$275,945
Shares
352
+35%
MascoMAS
Share
<0.1%
Value
$271,970
Shares
3,864
+126%
Vanguard Index FDSVV
Share
<0.1%
Value
$266,299
Shares
865
Held
Modine ManufacturingMOD
Share
<0.1%
Value
$261,290
Shares
1,838
-22%
SK TelecomSKM
Share
<0.1%
Value
$258,574
Shares
11,971
+11%

Company	Share of fund	Value	Shares	Change
Vanguard Scottsdale FDSVGIT	19.3%	$84m	1,401,122	Held
Vanguard Index FDSVOO	13.7%	$60m	97,320	Held
GMO ETF TrustQLTY	13.5%	$59m	1,623,342	Held
Spdr Series TrustBIL	8.9%	$39m	424,957	+5%
First TR Exchange-Traded FDGRID	8.3%	$36m	241,144	-2%
Spdr Gold TRGLD	6.4%	$28m	78,262	Held
Invesco Exchange Traded FD TPHO	6.1%	$27m	368,922	Held
Ishares TRHEFA	4.0%	$18m	442,646	Held
AppleAAPL	2.1%	$9m	36,222	+9%
MicrosoftMSFT	1.6%	$7m	13,290	+18%
Vanguard Index FDSVTI	1.2%	$5m	16,194	-4%
Ishares TRIVV	1.1%	$5m	7,351	Held
Johnson & JohnsonJNJ	0.6%	$3m	13,905	Held
AlphabetGOOGL	0.5%	$2m	9,763	+21%
NextEra EnergyNEE	0.5%	$2m	28,917	+7%
NvidiaNVDA	0.4%	$2m	8,214	+110%
AlphabetGOOG	0.3%	$1m	6,025	+30%
Northrop GrummanNOC	0.3%	$1m	1,860	Held
ExxonMobil HoldingsXOM	0.3%	$1m	9,855	+32%
Amazon.comAMZN	0.2%	$1m	4,921	+106%
VeraltoVLTO	0.2%	$1m	10,096	+69%
XylemXYL	0.2%	$1m	6,991	+18%
Tetra TechTTEK	0.2%	$1m	30,211	+64%
UnitedHealth GroupUNH	0.2%	$1m	2,909	+12%
Ishares TRIWF	0.2%	$988,814	2,111	Held
Essential UtilitiesWTRG	0.2%	$954,873	23,933	+100%
Companhia de Saneamento BasiSBS	0.2%	$953,212	38,295	+60%
RBB FDTBIL	0.2%	$928,383	18,568	+13%
American Water Works CompanyAWK	0.2%	$917,884	6,595	+97%
Novo Nordisk A SNVO	0.2%	$894,110	16,113	-6%
PentairPNR	0.2%	$870,758	7,861	+56%
AaonAAON	0.2%	$847,932	9,074	-5%
JPMorgan ChaseJPM	0.2%	$829,166	2,628	Held
Nushares ETF TRNUBD	0.2%	$825,273	36,753	+7%
Honeywell InternationalHON	0.2%	$791,481	3,760	+32%
International Business MachinesIBM	0.2%	$759,878	2,693	+30%
Berkshire Hathaway INC DELBRK-A	0.2%	$754,200	1	Held
StantecSTN	0.2%	$743,364	6,897	+31%
Core & MainCNM	0.2%	$723,425	13,439	+31%
Berkshire HathawayBRK-B	0.2%	$712,885	1,418	-22%
Fidelity Wise Origin BitcoinFBTC	0.1%	$585,385	5,865	+30%
Meta PlatformsMETA	0.1%	$580,954	791	+469%
Procter & GamblePG	0.1%	$576,298	3,751	+26%
Advanced Drainage SystemsWMS	0.1%	$572,884	4,130	+64%
BroadcomAVGO	0.1%	$557,040	1,688	+1250%
Latham GroupSWIM	0.1%	$553,927	72,789	+135%
Taiwan Semiconductor ManufacturingTSM	0.1%	$509,862	1,824	+10%
Consolidated EdisonED	0.1%	$505,208	5,026	+125%
Home DepotHD	0.1%	$495,147	1,222	+147%
Invesco QQQ TRQQQ	0.1%	$476,694	794	Held
Vaneck ETF TrustSMH	0.1%	$474,854	1,455	+36%
California Water Service GroupCWT	0.1%	$472,927	10,306	+131%
Jacobs SolutionsJ	0.1%	$466,542	3,114	+15%
Select Water SolutionsWTTR	0.1%	$463,668	43,374	+177%
Novartis AGNVS	0.1%	$462,614	3,607	+10%
KKRKKR	0.1%	$461,453	3,551	Held
H2O AmericaHTO	0.1%	$459,729	9,441	+194%
WalmartWMT	0.1%	$437,905	4,249	+229%
DeereDE	0.1%	$436,692	955	-21%
TeslaTSLA	<0.1%	$431,821	971	+730%
Vulcan MaterialsVMC	<0.1%	$418,974	1,362	+160%
American States WaterAWR	<0.1%	$413,392	5,636	+117%
American ExpressAXP	<0.1%	$385,638	1,161	Held
HSBC HoldingsHSBC	<0.1%	$380,364	5,358	+10%
Morgan StanleyMS	<0.1%	$375,940	2,365	-2%
Goldman Sachs GroupGS	<0.1%	$368,124	462	+843%
SAP SESAP	<0.1%	$364,687	1,362	+10%
OracleORCL	<0.1%	$364,201	1,295	+440%
Ormat TechnologiesORA	<0.1%	$355,333	3,691	+26%
Costco WholesaleCOST	<0.1%	$349,696	378	-11%
LindsayLNN	<0.1%	$349,249	2,485	+39%
General ElectricGE	<0.1%	$348,048	1,157	+192%
Valmont IndustriesVMI	<0.1%	$345,070	888	+125%
CIA Energetica de Minas GeraCIG	<0.1%	$340,428	161,340	+9%
Eli LillyLLY	<0.1%	$332,668	436	+30%
Check Point Software TechnologiesCHKP	<0.1%	$330,533	1,598	+5%
National GridNGG	<0.1%	$328,643	4,522	+29%
FirstServiceFSV	<0.1%	$327,015	1,715	+18%
Global Water ResourcesGWRS	<0.1%	$325,310	31,584	+182%
PepsiCoPEP	<0.1%	$320,029	2,278	+138%
Old Republic InternationalORI	<0.1%	$309,994	7,299	New
Comfort Systems USAFIX	<0.1%	$309,556	375	+93%
SBA CommunicationsSBAC	<0.1%	$307,097	1,589	+34%
Royal Bank of CanadaRY	<0.1%	$307,036	2,084	+10%
Verizon CommunicationsVZ	<0.1%	$302,500	6,883	-41%
McDonald'sMCD	<0.1%	$297,509	979	-45%
First TR Exchange-Traded FDCIBR	<0.1%	$295,960	3,894	-2%
Consolidated WaterCWCO	<0.1%	$293,567	8,320	+127%
Intercontinental Hotels GrouIHG	<0.1%	$293,436	2,420	+10%
KB Financial GroupKB	<0.1%	$289,455	3,492	+9%
MastercardMA	<0.1%	$288,888	507	-11%
VisaV	<0.1%	$288,165	841	-20%
Sprott FDS TRURNM	<0.1%	$283,837	4,697	Held
Analog DevicesADI	<0.1%	$279,614	1,138	New
American TowerAMT	<0.1%	$276,432	1,437	+48%
EquinixEQIX	<0.1%	$275,945	352	+35%
MascoMAS	<0.1%	$271,970	3,864	+126%
Vanguard Index FDSVV	<0.1%	$266,299	865	Held
Modine ManufacturingMOD	<0.1%	$261,290	1,838	-22%
SK TelecomSKM	<0.1%	$258,574	11,971	+11%

Showing the largest 100 of 128.

Over time and by industry

Value over time

Sep '25

Value is up 1.7% since 30 June 2025.

Where the money is

Technology4.8%

Industrials3.0%

Utilities1.7%

Health care1.3%

Financial services1.3%

Media & telecom1.2%

Retail & consumer0.6%

Everyday goods0.5%

Energy0.4%

Materials0.3%

Real estate0.3%

Other84.5%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.