Gitterman Wealth Management, LLC

13F filer · CIK 0001861558

Last filed Nov 4, 2025

Inactive · not filing 13F

13F portfolio value$436MU.S. long equity reported on 13F

Positions1114 new · 206 closed

Net flow last quarter-$15.3MBuys minus sells

Top 10 positions weight26.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q3 2025Reported Nov 4, 2025111 positions
QLTYQuality Distribution Inc	$58.7M	13.46%	5.78%	-0.1%	Q1 2025
GLDSPDR Gold Trust	$27.8M	6.37%	0.02%	-1.5%	Q1 2025
AAPLApple Inc.	$9.22M	2.11%	0.00%	+9.1%	Q1 2021
MSFTMicrosoft Corp	$6.88M	1.58%	0.00%	+18.2%	Q1 2021
JNJJohnson & Johnson	$2.58M	0.59%	0.00%	-0.7%	Q1 2021
GOOGLAlphabet Inc.	$2.37M	0.54%	0.00%	+20.8%	Q1 2021
NEENextera Energy Inc	$2.18M	0.50%	0.00%	+6.6%	Q4 2021
NVDANvidia Corp	$1.53M	0.35%	0.00%	+109.7%	Q2 2024
GOOGAlphabet Inc.	$1.47M	0.34%	Not reported	+29.7%	Q1 2021
NOCNorthrop Grumman Corp	$1.13M	0.26%	0.00%	Not reported	Q1 2022
XOMExxonMobil Holdings Corp	$1.11M	0.25%	0.00%	+31.8%	Q3 2024
AMZNAmazon Com Inc	$1.08M	0.25%	0.00%	+105.6%	Q1 2021
VLTOVeralto Corp	$1.08M	0.25%	0.00%	+68.7%	Q4 2023
XYLXylem Inc.	$1.03M	0.24%	0.00%	+17.8%	Q2 2023
TTEKTetra Tech Inc	$1.01M	0.23%	0.01%	+63.7%	Q2 2023
UNHUnitedhealth Group Inc	$1M	0.23%	0.00%	+12.5%	Q1 2021
WTRGEssential Utilities, Inc.	$955K	0.22%	0.01%	+100.1%	Q3 2023
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-Sabesp	$953K	0.22%	0.01%	+60.0%	Q1 2022
AWKAmerican Water Works Company, Inc.	$918K	0.21%	0.00%	+96.5%	Q1 2021
NVONovo Nordisk A S	$894K	0.20%	Not reported	-5.8%	Q1 2021
PNRPENTAIR plc	$871K	0.20%	0.00%	+56.0%	Q2 2021
AAONAaon, Inc.	$848K	0.19%	0.01%	-4.7%	Q1 2021
JPMJPMorgan Chase & Co	$829K	0.19%	0.00%	+1.9%	Q1 2021
HONHoneywell International Inc	$791K	0.18%	0.00%	+31.7%	Q1 2021
IBMInternational Business Machines Corp	$760K	0.17%	0.00%	+30.1%	Q1 2021
BRK.ABerkshire Hathaway Inc	$754K	0.17%	Not reported	Not reported	Q1 2021
STNStantec Inc	$743K	0.17%	0.01%	+31.1%	Q2 2021
CNMCore & Main, Inc.	$723K	0.17%	Not reported	+31.1%	Q1 2022
BRK.BBerkshire Hathaway Inc	$713K	0.16%	Not reported	-22.0%	Q1 2021
FBTCFidelity Wise Origin Bitcoin Fund	$585K	0.13%	0.00%	+30.0%	Q4 2024
METAMeta Platforms, Inc.	$581K	0.13%	Not reported	+469.1%	Q2 2025
PGPROCTER & GAMBLE Co	$576K	0.13%	0.00%	+26.3%	Q1 2021
WMSAdvanced Drainage Systems, Inc.	$573K	0.13%	0.01%	+63.9%	Q3 2024
AVGOBroadcom Inc.	$557K	0.13%	0.00%	+1250.4%	Q1 2024
SWIMLatham Group, Inc.	$554K	0.13%	0.06%	+134.8%	Q3 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$510K	0.12%	0.00%	+9.7%	Q1 2021
EDConsolidated Edison Inc	$505K	0.12%	0.00%	+125.2%	Q1 2021
HDHome Depot, Inc.	$495K	0.11%	0.00%	+147.4%	Q2 2022
QQQInvesco QQQ Trust, Series 1	$477K	0.11%	Not reported	Not reported	Q1 2021
SMHMarket Vectors ETF Trust	$475K	0.11%	Not reported	+36.2%	Q1 2025
CWTCalifornia Water Service Group	$473K	0.11%	0.02%	+131.0%	Q1 2025
JJacobs Solutions Inc.	$467K	0.11%	0.00%	+14.8%	Q1 2023
WTTRSelect Water Solutions, Inc.	$464K	0.11%	0.11%	+176.6%	Q3 2021
NVSNovartis AG	$463K	0.11%	0.00%	+9.6%	Q4 2022
KKRKKR & Co. Inc.	$461K	0.11%	0.00%	Not reported	Q1 2022
HTOH2o America	$460K	0.11%	0.03%	+194.5%	Q2 2025
WMTWalmart Inc.	$438K	0.10%	0.00%	+228.6%	Q1 2022
DEDeere & Co	$437K	0.10%	0.00%	-21.1%	Q4 2021
TSLATesla, Inc.	$432K	0.10%	0.00%	+729.9%	Q1 2021
VMCVulcan Materials CO	$419K	0.10%	0.00%	+159.9%	Q2 2025

Q2 2025Reported Aug 12, 2025313 positions
QLTYQuality Distribution Inc	$55.7M	12.97%	5.78%	+2.9%	Q1 2025
GLDSPDR Gold Trust	$24.2M	5.64%	0.02%	+0.2%	Q1 2025
AAPLApple Inc.	$6.81M	1.59%	0.00%	+2.7%	Q1 2021
MSFTMicrosoft Corp	$5.59M	1.30%	0.00%	0.0%	Q1 2021
JNJJohnson & Johnson	$2.14M	0.50%	0.00%	-0.1%	Q1 2021
NEENextera Energy Inc	$1.88M	0.44%	0.00%	+23.5%	Q4 2021
GOOGLAlphabet Inc.	$1.42M	0.33%	0.00%	-4.8%	Q1 2021
NVONovo Nordisk A S	$1.18M	0.28%	Not reported	-10.4%	Q1 2021
NOCNorthrop Grumman Corp	$930K	0.22%	0.00%	Not reported	Q1 2022
BRK.BBerkshire Hathaway Inc	$883K	0.21%	Not reported	+28.0%	Q1 2021
GOOGAlphabet Inc.	$824K	0.19%	Not reported	Not reported	Q1 2021
UNHUnitedhealth Group Inc	$807K	0.19%	0.00%	0.0%	Q1 2021
XOMExxonMobil Holdings Corp	$806K	0.19%	0.00%	+0.1%	Q3 2024
XYLXylem Inc.	$768K	0.18%	0.00%	+1.8%	Q2 2023
JPMJPMorgan Chase & Co	$747K	0.17%	0.00%	+64.4%	Q1 2021
BRK.ABerkshire Hathaway Inc	$729K	0.17%	Not reported	Not reported	Q1 2021
AAONAaon, Inc.	$702K	0.16%	0.01%	-0.1%	Q1 2021
HONHoneywell International Inc	$665K	0.15%	0.00%	+4.3%	Q1 2021
TTEKTetra Tech Inc	$664K	0.15%	0.01%	+9.7%	Q2 2023
TAt&T Inc.	$653K	0.15%	0.00%	+58.9%	Q1 2021
NVDANvidia Corp	$619K	0.14%	0.00%	-42.5%	Q2 2024
CNMCore & Main, Inc.	$619K	0.14%	Not reported	-4.0%	Q1 2022
DEDeere & Co	$616K	0.14%	0.00%	+57.7%	Q4 2021
IBMInternational Business Machines Corp	$610K	0.14%	0.00%	-53.4%	Q1 2021
VLTOVeralto Corp	$604K	0.14%	0.00%	+11.5%	Q4 2023
STNStantec Inc	$572K	0.13%	0.00%	-7.3%	Q2 2021
ADSKAutodesk, Inc.	$569K	0.13%	0.00%	Not reported	Q3 2023
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-Sabesp	$526K	0.12%	0.00%	+95.4%	Q1 2022
AMZNAmazon Com Inc	$525K	0.12%	0.00%	-7.5%	Q1 2021
MCDMcdonalds Corp	$525K	0.12%	0.00%	+83.0%	Q2 2023
PNRPENTAIR plc	$517K	0.12%	0.00%	+7.8%	Q2 2021
VZVerizon Communications Inc	$505K	0.12%	0.00%	Not reported	Q1 2021
NDAQNasdaq, Inc.	$503K	0.12%	0.00%	+87.6%	Q1 2022
CSCOCisco Systems, Inc.	$501K	0.12%	0.00%	+109.8%	Q3 2021
PGPROCTER & GAMBLE Co	$473K	0.11%	0.00%	Not reported	Q1 2021
AXONAxon Enterprise, Inc.	$473K	0.11%	0.00%	+0.9%	Q1 2024
KKRKKR & Co. Inc.	$472K	0.11%	0.00%	Not reported	Q1 2022
AWKAmerican Water Works Company, Inc.	$467K	0.11%	0.00%	-15.1%	Q1 2021
WTRGEssential Utilities, Inc.	$444K	0.10%	0.00%	+3.9%	Q3 2023
SBUXStarbucks Corp	$441K	0.10%	0.00%	-19.4%	Q1 2021
QQQInvesco QQQ Trust, Series 1	$438K	0.10%	Not reported	Not reported	Q1 2021
FBTCFidelity Wise Origin Bitcoin Fund	$424K	0.10%	0.00%	+4.8%	Q4 2024
COSTCostco Wholesale Corp	$422K	0.10%	0.00%	-22.4%	Q1 2021
NVSNovartis AG	$398K	0.09%	0.00%	-2.0%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$377K	0.09%	0.00%	-3.8%	Q1 2021
SAPSap SE	$376K	0.09%	0.00%	-3.9%	Q4 2023
VVisa Inc.	$373K	0.09%	0.00%	-44.7%	Q2 2023
AZOAutozone Inc	$371K	0.09%	0.00%	Not reported	Q2 2022
AXPAmerican Express Co	$370K	0.09%	0.00%	Not reported	Q1 2021
SJMJ M SMUCKER Co	$362K	0.08%	0.00%	Not reported	Q4 2021

Q1 2025Reported May 14, 2025117 positions
QLTYQuality Distribution Inc	$49.4M	13.11%	5.62%	New	Q1 2025
GLDSPDR Gold Trust	$22.8M	6.07%	0.03%	New	Q1 2025
AAPLApple Inc.	$7.18M	1.91%	0.00%	-6.3%	Q1 2021
MSFTMicrosoft Corp	$4.22M	1.12%	0.00%	+0.2%	Q1 2021
JNJJohnson & Johnson	$2.32M	0.62%	0.00%	-15.6%	Q1 2021
NEENextera Energy Inc	$1.56M	0.41%	0.00%	+0.3%	Q4 2021
UNHUnitedhealth Group Inc	$1.35M	0.36%	0.00%	+0.2%	Q1 2021
NVONovo Nordisk A S	$1.33M	0.35%	Not reported	+0.1%	Q1 2021
GOOGLAlphabet Inc.	$1.31M	0.35%	0.00%	+0.7%	Q1 2021
IBMInternational Business Machines Corp	$1.11M	0.29%	0.00%	-49.3%	Q1 2021
NOCNorthrop Grumman Corp	$952K	0.25%	0.00%	Not reported	Q1 2022
XOMExxonMobil Holdings Corp	$888K	0.24%	0.00%	Not reported	Q3 2024
BRK.ABerkshire Hathaway Inc	$798K	0.21%	Not reported	Not reported	Q1 2021
BRK.BBerkshire Hathaway Inc	$756K	0.20%	Not reported	-10.5%	Q1 2021
MAMastercard Inc	$755K	0.20%	0.00%	+2.9%	Q3 2022
AAONAaon, Inc.	$745K	0.20%	0.01%	+19.1%	Q1 2021
NVDANvidia Corp	$739K	0.20%	0.00%	+77.2%	Q2 2024
GOOGAlphabet Inc.	$726K	0.19%	Not reported	+0.9%	Q1 2021
XYLXylem Inc.	$696K	0.18%	0.00%	+9.2%	Q2 2023
VVisa Inc.	$666K	0.18%	0.00%	+91.9%	Q2 2023
EDConsolidated Edison Inc	$641K	0.17%	0.00%	+5.9%	Q1 2021
SBUXStarbucks Corp	$585K	0.16%	0.00%	+152.1%	Q1 2021
AWKAmerican Water Works Company, Inc.	$583K	0.15%	0.00%	+4.1%	Q1 2021
HONHoneywell International Inc	$580K	0.15%	0.00%	-6.7%	Q1 2021
LLYELI LILLY & Co	$572K	0.15%	0.00%	+26.0%	Q2 2021
VLTOVeralto Corp	$523K	0.14%	0.00%	+31.3%	Q4 2023
COSTCostco Wholesale Corp	$520K	0.14%	0.00%	-0.9%	Q1 2021
CNMCore & Main, Inc.	$516K	0.14%	Not reported	-11.8%	Q1 2022
MSMorgan Stanley	$515K	0.14%	0.00%	+85.8%	Q2 2024
PGPROCTER & GAMBLE Co	$506K	0.13%	0.00%	-0.7%	Q1 2021
TTEKTetra Tech Inc	$492K	0.13%	0.01%	+70.3%	Q2 2023
AMZNAmazon Com Inc	$492K	0.13%	0.00%	-0.5%	Q1 2021
STNStantec Inc	$470K	0.12%	0.01%	+1.4%	Q2 2021
WTRGEssential Utilities, Inc.	$455K	0.12%	0.00%	+12.4%	Q3 2023
HCAHCA Healthcare, Inc.	$431K	0.11%	0.00%	New	Q1 2025
MCKMckesson Corp	$428K	0.11%	0.00%	New	Q1 2025
AONAon plc	$416K	0.11%	0.00%	-48.8%	Q1 2023
KKRKKR & Co. Inc.	$411K	0.11%	0.00%	Not reported	Q1 2022
CAHCardinal Health Inc	$410K	0.11%	0.00%	New	Q1 2025
PNRPENTAIR plc	$409K	0.11%	0.00%	-1.1%	Q2 2021
TAt&T Inc.	$402K	0.11%	0.00%	-53.8%	Q1 2021
BSXBoston Scientific Corp	$387K	0.10%	0.00%	-3.2%	Q3 2024
JPMJPMorgan Chase & Co	$385K	0.10%	0.00%	+0.7%	Q1 2021
NVSNovartis AG	$374K	0.10%	0.00%	+1.1%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$372K	0.10%	Not reported	Not reported	Q1 2021
GSGoldman Sachs Group Inc	$371K	0.10%	0.00%	Not reported	Q3 2024
HSYHershey Co	$368K	0.10%	0.00%	Not reported	Q3 2022
CTSHCognizant Technology Solutions Corp	$362K	0.10%	0.00%	+18.0%	Q1 2024
DEDeere & Co	$360K	0.10%	0.00%	-44.3%	Q4 2021
IPInternational Paper Co	$360K	0.10%	0.00%	Not reported	Q1 2022

Q4 2024Reported Feb 10, 2025116 positions
AAPLApple Inc.	$8.64M	3.61%	0.00%	+0.1%	Q1 2021
MSFTMicrosoft Corp	$4.73M	1.98%	0.00%	-5.2%	Q1 2021
JNJJohnson & Johnson	$2.4M	1.00%	0.00%	+10.3%	Q1 2021
IBMInternational Business Machines Corp	$1.92M	0.80%	0.00%	+11.5%	Q1 2021
NVONovo Nordisk A S	$1.64M	0.69%	Not reported	-0.4%	Q1 2021
GOOGLAlphabet Inc.	$1.6M	0.67%	0.00%	-4.9%	Q1 2021
NEENextera Energy Inc	$1.57M	0.66%	0.00%	+3.7%	Q4 2021
UNHUnitedhealth Group Inc	$1.31M	0.55%	0.00%	+0.1%	Q1 2021
AAONAaon, Inc.	$941K	0.39%	0.01%	-11.1%	Q1 2021
GOOGAlphabet Inc.	$877K	0.37%	Not reported	+2.5%	Q1 2021
NOCNorthrop Grumman Corp	$873K	0.36%	0.00%	Not reported	Q1 2022
XOMExxonMobil Holdings Corp	$803K	0.34%	0.00%	+0.2%	Q3 2024
AONAon plc	$731K	0.31%	0.00%	+227.2%	Q1 2023
BRK.BBerkshire Hathaway Inc	$719K	0.30%	Not reported	+0.4%	Q1 2021
MAMastercard Inc	$705K	0.29%	0.00%	Not reported	Q3 2022
TAt&T Inc.	$700K	0.29%	0.00%	+31.7%	Q1 2021
BRK.ABerkshire Hathaway Inc	$681K	0.28%	Not reported	Not reported	Q1 2021
HONHoneywell International Inc	$663K	0.28%	0.00%	-3.2%	Q1 2021
XYLXylem Inc.	$619K	0.26%	0.00%	+0.2%	Q2 2023
CNMCore & Main, Inc.	$616K	0.26%	Not reported	+16.1%	Q1 2022
DEDeere & Co	$584K	0.24%	0.00%	+68.6%	Q4 2021
AMZNAmazon Com Inc	$570K	0.24%	0.00%	-2.3%	Q1 2021
WMWaste Management Inc	$569K	0.24%	0.00%	+155.5%	Q3 2024
HPQHP Inc	$535K	0.22%	0.00%	+94.7%	Q2 2022
KKRKKR & Co. Inc.	$525K	0.22%	0.00%	Not reported	Q1 2022
NVDANvidia Corp	$516K	0.22%	0.00%	+131.6%	Q2 2024
COSTCostco Wholesale Corp	$508K	0.21%	0.00%	-7.8%	Q1 2021
PGPROCTER & GAMBLE Co	$501K	0.21%	0.00%	+4.8%	Q1 2021
AXPAmerican Express Co	$500K	0.21%	0.00%	Not reported	Q1 2021
EDConsolidated Edison Inc	$488K	0.20%	0.00%	+149.0%	Q1 2021
PNRPENTAIR plc	$475K	0.20%	0.00%	+6.6%	Q2 2021
AWKAmerican Water Works Company, Inc.	$473K	0.20%	0.00%	+9.6%	Q1 2021
PRMBPrimo Brands Corp	$471K	0.20%	0.00%	New	Q4 2024
VZVerizon Communications Inc	$458K	0.19%	0.00%	Not reported	Q1 2021
STNStantec Inc	$439K	0.18%	0.00%	+6.6%	Q2 2021
DECKDeckers Outdoor Corp	$434K	0.18%	0.00%	New	Q4 2024
LLYELI LILLY & Co	$424K	0.18%	0.00%	+65.7%	Q2 2021
VLTOVeralto Corp	$417K	0.17%	0.00%	+21.9%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$406K	0.17%	Not reported	-11.0%	Q1 2021
TTEKTetra Tech Inc	$394K	0.16%	0.00%	+24.0%	Q2 2023
JJacobs Solutions Inc.	$386K	0.16%	0.00%	+14.1%	Q1 2023
POOLPool Corp	$385K	0.16%	0.00%	+52.9%	Q2 2021
MMM3m Co	$381K	0.16%	0.00%	-5.2%	Q4 2021
WFCWells Fargo & Company	$378K	0.16%	0.00%	New	Q4 2024
AXONAxon Enterprise, Inc.	$373K	0.16%	0.00%	-10.3%	Q1 2024
JPMJPMorgan Chase & Co	$373K	0.16%	0.00%	+0.7%	Q1 2021
WTRGEssential Utilities, Inc.	$372K	0.16%	0.00%	+11.1%	Q3 2023
AZOAutozone Inc	$365K	0.15%	0.00%	+39.0%	Q2 2022
BNYBank of New York Mellon Corp	$364K	0.15%	0.00%	-1.4%	Q3 2024
HLTHilton Worldwide Holdings Inc.	$356K	0.15%	0.00%	Not reported	Q1 2024

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