Gitterman Wealth Management, LLC 13F Holdings · last filed Q3 2025
Gitterman Wealth Management, LLC reported 128 securities worth $436.46M in its SEC 13F filing for Q3 2025 (period ended 2025-09-30). Top holdings: VGIT (19.27%), VOO (13.66%), QLTY (13.46%). Among its top 25 positions this quarter: 15 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VGIT | VANGUARD SCOTTSDALE FDS | $84.1M | 19.27% | 1.4M | Added |
| 2 | VOO | VANGUARD INDEX FDS | $59.6M | 13.66% | 97,320 | Trimmed |
| 3 | QLTY | 2023 ETF SERIES TRUST II | $58.7M | 13.46% | 1.6M | Trimmed |
| 4 | BIL | SPDR SERIES TRUST | $39.0M | 8.93% | 424,957 | Added |
| 5 | GRID | FIRST TR EXCHANGE TRADED FD | $36.4M | 8.35% | 241,144 | Trimmed |
| 6 | GLD | SPDR GOLD TR | $27.8M | 6.37% | 78,262 | Trimmed |
| 7 | PHO | INVESCO EXCHANGE TRADED FD T | $26.6M | 6.10% | 368,922 | Trimmed |
| 8 | HEFA | ISHARES TR | $17.5M | 4.02% | 442,646 | Added |
| 9 | AAPL | APPLE INC | $9.2M | 2.11% | 36,222 | Added |
| 10 | MSFT | MICROSOFT CORP | $6.9M | 1.58% | 13,290 | Added |
| 11 | VTI | VANGUARD INDEX FDS | $5.3M | 1.22% | 16,194 | Trimmed |
| 12 | IVV | ISHARES TR | $4.9M | 1.13% | 7,351 | Trimmed |
| 13 | JNJ | JOHNSON & JOHNSON | $2.6M | 0.59% | 13,905 | Trimmed |
| 14 | GOOGL | ALPHABET INC | $2.4M | 0.54% | 9,763 | Added |
| 15 | NEE | NEXTERA ENERGY INC | $2.2M | 0.50% | 28,917 | Added |
| 16 | NVDA | NVIDIA CORPORATION | $1.5M | 0.35% | 8,214 | Added |
| 17 | GOOG | ALPHABET INC | $1.5M | 0.34% | 6,025 | Added |
| 18 | NOC | NORTHROP GRUMMAN CORP | $1.1M | 0.26% | 1,860 | Hold |
| 19 | AMZN | AMAZON COM INC | $1.1M | 0.25% | 4,921 | Added |
| 20 | VLTO | VERALTO CORP | $1.1M | 0.25% | 10,096 | Added |
| 21 | XOM | EXXON MOBIL CORP | $1.1M | 0.25% | 9,855 | Added |
| 22 | XYL | XYLEM INC | $1.0M | 0.24% | 6,991 | Added |
| 23 | IWF | ISHARES TR | $988,814 | 0.23% | 2,111 | Hold |
| 24 | TTEK | TETRA TECH INC NEW | $1.0M | 0.23% | 30,211 | Added |
| 25 | UNH | UNITEDHEALTH GROUP INC | $1.0M | 0.23% | 2,909 | Added |
Source: SEC Form 13F filings · as of 2025-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR