Gitterman-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "FSV",
  "POOL",
  "AWR",
  "RF",
  "GOOGL",
  "AXP",
  "T",
  "LOW",
  "BSX",
  "SBS",
  "LNN",
  "PRM",
  "WTRG",
  "WTTR",
  null,
  "EXPE",
  "PNR",
  "LESL",
  "HON",
  "IBN",
  "MCD",
  "RPM",
  "FBIN",
  null,
  "HSBC",
  "AMAT",
  "SWIM",
  "HEFA",
  null,
  "MA",
  "MSFT",
  "MS",
  "NDAQ",
  "EQIX",
  "NVS",
  "IX",
  "HSY",
  "KKR",
  "ORCL",
  "NOC",
  "VGIT",
  null,
  "IWF",
  "IVV",
  "UNH",
  "AAPL",
  "NVDA",
  "GS",
  "PG",
  "MRK",
  null,
  "ORA",
  "PPG",
  null,
  "IEFA",
  "SPGI",
  "RY",
  "SNA",
  "GLD",
  "SAP",
  null,
  "IBM",
  "SBUX",
  "TGT",
  "TYL",
  "WMS",
  null,
  "SBAC",
  "PRMB",
  "NGG",
  "TEF",
  "GWRS",
  "GGG",
  "TSM",
  "GLDD",
  null,
  "AON",
  "AVY",
  "AXON",
  "IP",
  "AJG",
  "WM",
  "IR",
  "CAH",
  "NVO",
  "DHI",
  "AMZN",
  "HCA",
  "AAON",
  "VOO",
  "VLTO",
  "VTRS",
  "V",
  "WIT",
  "WTFC",
  "XYL",
  "CHKP",
  "IHG",
  "RDY",
  "SKM",
  "STN",
  "PSO",
  null,
  "ZWS",
  "MCK",
  "ADP",
  "BRK-A",
  "BRK-B",
  "BMY",
  "CWT",
  "CARR",
  "CIG",
  "CSCO",
  "C",
  "CTSH",
  "ED",
  "COST",
  "CNM",
  "DHR",
  "DE",
  "J",
  "TTEK",
  "NEE",
  "QQQ",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "AWK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 131
Total Value: 376509534
Accession Number: 0001172661-25-001806
Form Type: 13F-HR
CIK: gitterman-wealth-management
Manager Name: Gitterman-Wealth-Management

Data Enrichment

92% identified

121 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

131 positions • $376.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 7

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92206C706

VGIT|92206C706

Shares:1.4M

Value:$81.4M

% of Portfolio:21.6% ($81.4M/$376.5M)

90139K100

Shares:1.6M

Value:$49.4M

% of Portfolio:13.1% ($49.4M/$376.5M)

922908363

VOO|922908363

Shares:95.4K

Value:$49.0M

% of Portfolio:13.0% ($49.0M/$376.5M)

78468R663

Shares:403.0K

Value:$37.0M

% of Portfolio:9.8% ($37.0M/$376.5M)

33737A108

Shares:244.1K

Value:$27.6M

% of Portfolio:7.3% ($27.6M/$376.5M)

46137V142

Shares:363.4K

Value:$23.4M

% of Portfolio:6.2% ($23.4M/$376.5M)

SPDR GOLD TRUST

GLD|78463V107

Shares:79.3K

Value:$22.8M

% of Portfolio:6.1% ($22.8M/$376.5M)

46434V803

HEFA|46434V803

Shares:432.5K

Value:$15.7M

% of Portfolio:4.2% ($15.7M/$376.5M)

Apple Inc.

AAPL|037833100

Shares:32.3K

Value:$7.2M

% of Portfolio:1.9% ($7.2M/$376.5M)

922908769

VTI|922908769

Shares:16.0K

Value:$4.4M

% of Portfolio:1.2% ($4.4M/$376.5M)

MICROSOFT CORP

MSFT|594918104

Shares:11.2K

Value:$4.2M

% of Portfolio:1.1% ($4.2M/$376.5M)

464287200

IVV|464287200

Shares:7.3K

Value:$4.1M

% of Portfolio:1.1% ($4.1M/$376.5M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:14.0K

Value:$2.3M

% of Portfolio:0.6% ($2.3M/$376.5M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:22.0K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$376.5M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:2.6K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$376.5M)

NOVO NORDISK A S

NVO|670100205

Shares:19.1K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$376.5M)

Alphabet Inc.

GOOGL|02079K305

Shares:8.5K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$376.5M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:4.4K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$376.5M)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:1.9K

Value:$952.3K

% of Portfolio:0.3% ($952.3K/$376.5M)

EXXON MOBIL CORP

XOM|30231G102

Shares:7.5K

Value:$888.3K

% of Portfolio:0.2% ($888.3K/$376.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VGITcusip92206C706)	1.4M	QoQ -23.58% (-422.9K) YoY +52.45% (+471.5K)	All Managers (Combined)	$81.4M	21.6% ($81.4M/$376.5M)	QoQ -21.73% (-$22.6M) YoY +54.66% (+$28.8M)
(cusip90139K100)✕	1.6M	QoQ NEW(+1.6M) YoY NEW(+1.6M)	All Managers (Combined)	$49.4M	13.1% ($49.4M/$376.5M)	QoQ NEW(+$49.4M) YoY NEW(+$49.4M)
(VOOcusip922908363)	95.4K	QoQ NEW(+95.4K) YoY NEW(+95.4K)	All Managers (Combined)	$49.0M	13.0% ($49.0M/$376.5M)	QoQ NEW(+$49.0M) YoY NEW(+$49.0M)
(cusip78468R663)✕	403.0K	QoQ +48.19% (+131.1K) YoY +45.38% (+125.8K)	All Managers (Combined)	$37.0M	9.8% ($37.0M/$376.5M)	QoQ +48.67% (+$12.1M) YoY +45.27% (+$11.5M)
(cusip33737A108)✕	244.1K	QoQ +6.84% (+15.6K) YoY +34.87% (+63.1K)	All Managers (Combined)	$27.6M	7.3% ($27.6M/$376.5M)	QoQ +1.28% (+$349.8K) YoY +33.13% (+$6.9M)
(cusip46137V142)✕	363.4K	QoQ NEW(+363.4K) YoY NEW(+363.4K)	All Managers (Combined)	$23.4M	6.2% ($23.4M/$376.5M)	QoQ NEW(+$23.4M) YoY NEW(+$23.4M)
SPDR GOLD TRUST(GLDcusip78463V107)	79.3K	QoQ NEW(+79.3K) YoY NEW(+79.3K)	All Managers (Combined)	$22.8M	6.1% ($22.8M/$376.5M)	QoQ NEW(+$22.8M) YoY NEW(+$22.8M)
(HEFAcusip46434V803)	432.5K	QoQ NEW(+432.5K) YoY NEW(+432.5K)	All Managers (Combined)	$15.7M	4.2% ($15.7M/$376.5M)	QoQ NEW(+$15.7M) YoY NEW(+$15.7M)
Apple Inc.(AAPLcusip037833100)	32.3K	QoQ -6.32% (-2.2K) YoY -9.57% (-3.4K)	All Managers (Combined)	$7.2M	1.9% ($7.2M/$376.5M)	QoQ -16.91% (-$1.5M) YoY +17.12% (-$1.0M)
(VTIcusip922908769)	16.0K	QoQ +43.61% (+4.9K) YoY NEW(+16.0K)	All Managers (Combined)	$4.4M	1.2% ($4.4M/$376.5M)	QoQ +36.19% (+$1.2M) YoY NEW(+$4.4M)
MICROSOFT CORP(MSFTcusip594918104)	11.2K	QoQ +0.24% (-27) YoY -6.43% (-774)	All Managers (Combined)	$4.2M	1.1% ($4.2M/$376.5M)	QoQ -10.72% (-$507.2K) YoY -16.52% (-$835.7K)
(IVVcusip464287200)	7.3K	QoQ +0.02% (-2) YoY +1.82% (+132)	All Managers (Combined)	$4.1M	1.1% ($4.1M/$376.5M)	QoQ -4.52% (-$195.8K) YoY +8.83% (+$335.2K)
JOHNSON & JOHNSON(JNJcusip478160104)	14.0K	QoQ -15.55% (-2.6K) YoY -6.84% (-1.0K)	All Managers (Combined)	$2.3M	0.6% ($2.3M/$376.5M)	QoQ -3.18% (-$76.5K) YoY -2.33% (-$55.6K)
NEXTERA ENERGY INC(NEEcusip65339F101)	22.0K	QoQ +0.26% (-57) YoY +0.46% (+101)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$376.5M)	QoQ -0.85% (-$13.4K) YoY +11.42% (+$159.8K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	2.6K	QoQ +0.19% (+5) YoY +0.31% (+8)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$376.5M)	QoQ +3.73% (+$48.8K) YoY +6.20% (+$79.1K)
NOVO NORDISK A S(NVOcusip670100205)	19.1K	QoQ +0.05% (-10) YoY +0.05% (-10)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$376.5M)	QoQ -19.23% (-$315.8K) YoY -45.89% (-$1.1M)
Alphabet Inc.(GOOGLcusip02079K305)	8.5K	QoQ +0.65% (-55) YoY -18.68% (-2.0K)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$376.5M)	QoQ -17.77% (-$283.9K) YoY -16.68% (-$262.9K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	4.4K	QoQ -49.26% (-4.3K) YoY -44.25% (-3.5K)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$376.5M)	QoQ -42.57% (-$819.4K) YoY -27.35% (-$416.2K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	1.9K	QoQ 0.00% (+0) YoY -0.42% (-8)	All Managers (Combined)	$952.3K	0.3% ($952.3K/$376.5M)	QoQ +9.10% (+$79.5K) YoY +6.50% (-$58.2K)
EXXON MOBIL CORP(XOMcusip30231G102)	7.5K	QoQ 0.00% (+0) YoY NEW(+7.5K)	All Managers (Combined)	$888.3K	0.2% ($888.3K/$376.5M)	QoQ +10.56% (+$84.8K) YoY NEW(+$888.3K)