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

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74933W452

Shares:17.3K

Value:$864.4K

% of Portfolio:0.2% ($864.4K/$376.5M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.2% ($798.4K/$376.5M)

67092P870

Shares:34.7K

Value:$769.9K

% of Portfolio:0.2% ($769.9K/$376.5M)

464287614

IWF|464287614

Shares:2.1K

Value:$762.3K

% of Portfolio:0.2% ($762.3K/$376.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.4K

Value:$756.3K

% of Portfolio:0.2% ($756.3K/$376.5M)

Mastercard Inc

MA|57636Q104

Shares:1.4K

Value:$755.1K

% of Portfolio:0.2% ($755.1K/$376.5M)

AAON, INC.

AAON|000360206

Shares:9.5K

Value:$744.5K

% of Portfolio:0.2% ($744.5K/$376.5M)

NVIDIA CORP

NVDA|67066G104

Shares:6.8K

Value:$738.5K

% of Portfolio:0.2% ($738.5K/$376.5M)

Alphabet Inc.

GOOG|02079K107

Shares:4.6K

Value:$725.6K

% of Portfolio:0.2% ($725.6K/$376.5M)

Xylem Inc.

XYL|98419M100

Shares:5.8K

Value:$696.2K

% of Portfolio:0.2% ($696.2K/$376.5M)

VISA INC.

V|92826C839

Shares:1.9K

Value:$666.1K

% of Portfolio:0.2% ($666.1K/$376.5M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:5.8K

Value:$640.7K

% of Portfolio:0.2% ($640.7K/$376.5M)

464287226

Shares:6.3K

Value:$624.6K

% of Portfolio:0.2% ($624.6K/$376.5M)

STARBUCKS CORP

SBUX|855244109

Shares:6.0K

Value:$585.2K

% of Portfolio:0.2% ($585.2K/$376.5M)

American Water Works Company, Inc.

AWK|030420103

Shares:4.0K

Value:$583.1K

% of Portfolio:0.2% ($583.1K/$376.5M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:2.7K

Value:$579.5K

% of Portfolio:0.2% ($579.5K/$376.5M)

ELI LILLY & Co

LLY|532457108

Shares:693

Value:$572.2K

% of Portfolio:0.2% ($572.2K/$376.5M)

Veralto Corp

VLTO|92338C103

Shares:5.4K

Value:$523.3K

% of Portfolio:0.1% ($523.3K/$376.5M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:550

Value:$520.0K

% of Portfolio:0.1% ($520.0K/$376.5M)

Core & Main, Inc.

CNM|21874C102

Shares:10.7K

Value:$515.6K

% of Portfolio:0.1% ($515.6K/$376.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip74933W452)✕	17.3K	QoQ -29.85% (-7.4K) YoY -18.74% (-4.0K)	All Managers (Combined)	$864.4K	0.2% ($864.4K/$376.5M)	QoQ -29.64% (-$364.2K) YoY -18.77% (-$199.8K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$798.4K	0.2% ($798.4K/$376.5M)	QoQ +17.25% (+$117.5K) YoY +25.84% (+$164.0K)
(cusip67092P870)✕	34.7K	QoQ +13.92% (+4.2K) YoY +9.77% (+3.1K)	All Managers (Combined)	$769.9K	0.2% ($769.9K/$376.5M)	QoQ +16.04% (+$106.4K) YoY +10.84% (+$75.3K)
(IWFcusip464287614)	2.1K	QoQ +21.88% (+379) YoY +28.17% (+464)	All Managers (Combined)	$762.3K	0.2% ($762.3K/$376.5M)	QoQ +9.59% (+$66.7K) YoY +37.31% (+$207.1K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.4K	QoQ -10.46% (-166) YoY -10.06% (-159)	All Managers (Combined)	$756.3K	0.2% ($756.3K/$376.5M)	QoQ +5.19% (-$37.4K) YoY +13.89% (-$92.3K)
Mastercard Inc(MAcusip57636Q104)	1.4K	QoQ +2.91% (+39) YoY -6.13% (-90)	All Managers (Combined)	$755.1K	0.2% ($755.1K/$376.5M)	QoQ +7.14% (+$50.4K) YoY +6.80% (-$48.1K)
AAON, INC.(AAONcusip000360206)	9.5K	QoQ +19.11% (-1.5K) YoY +5.87% (-529)	All Managers (Combined)	$744.5K	0.2% ($744.5K/$376.5M)	QoQ -20.91% (-$196.9K) YoY -6.10% (-$48.4K)
NVIDIA CORP(NVDAcusip67066G104)	6.8K	QoQ +77.21% (+3.0K) YoY NEW(+6.8K)	All Managers (Combined)	$738.5K	0.2% ($738.5K/$376.5M)	QoQ +43.02% (+$222.2K) YoY NEW(+$738.5K)
Alphabet Inc.(GOOGcusip02079K107)	4.6K	QoQ +0.86% (-40) YoY +3.42% (+154)	All Managers (Combined)	$725.6K	0.2% ($725.6K/$376.5M)	QoQ -17.25% (-$151.3K) YoY +6.13% (+$41.9K)
Xylem Inc.(XYLcusip98419M100)	5.8K	QoQ +9.19% (+491) YoY +9.98% (+529)	All Managers (Combined)	$696.2K	0.2% ($696.2K/$376.5M)	QoQ +12.40% (+$76.8K) YoY +1.65% (+$11.4K)
VISA INC.(Vcusip92826C839)	1.9K	QoQ +91.91% (+909) YoY -5.14% (-103)	All Managers (Combined)	$666.1K	0.2% ($666.1K/$376.5M)	QoQ +112.66% (+$352.9K) YoY +19.20% (-$107.3K)
CONSOLIDATED EDISON INC(EDcusip209115104)	5.8K	QoQ +5.88% (+322) YoY NEW(+5.8K)	All Managers (Combined)	$640.7K	0.2% ($640.7K/$376.5M)	QoQ +31.17% (+$152.3K) YoY NEW(+$640.7K)
(cusip464287226)✕	6.3K	QoQ +44.55% (+1.9K) YoY NEW(+6.3K)	All Managers (Combined)	$624.6K	0.2% ($624.6K/$376.5M)	QoQ +47.56% (+$201.3K) YoY NEW(+$624.6K)
STARBUCKS CORP(SBUXcusip855244109)	6.0K	QoQ +152.13% (+3.6K) YoY +101.45% (+3.0K)	All Managers (Combined)	$585.2K	0.2% ($585.2K/$376.5M)	QoQ +171.16% (+$369.4K) YoY +116.32% (+$314.7K)
American Water Works Company, Inc.(AWKcusip030420103)	4.0K	QoQ +4.10% (+156) YoY +6.12% (+228)	All Managers (Combined)	$583.1K	0.2% ($583.1K/$376.5M)	QoQ +23.39% (+$110.5K) YoY +28.07% (+$127.8K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	2.7K	QoQ -6.68% (-196) YoY -10.90% (-335)	All Managers (Combined)	$579.5K	0.2% ($579.5K/$376.5M)	QoQ -12.52% (-$83.0K) YoY -8.08% (-$51.0K)
ELI LILLY & Co(LLYcusip532457108)	693	QoQ +26.00% (+143) YoY +108.73% (+361)	All Managers (Combined)	$572.2K	0.2% ($572.2K/$376.5M)	QoQ +34.83% (+$147.8K) YoY +121.74% (+$314.2K)
Veralto Corp(VLTOcusip92338C103)	5.4K	QoQ +31.24% (+1.3K) YoY +70.52% (+2.2K)	All Managers (Combined)	$523.3K	0.1% ($523.3K/$376.5M)	QoQ +25.58% (+$106.6K) YoY +87.46% (+$244.2K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	550	QoQ -0.90% (-5) YoY -8.63% (-52)	All Managers (Combined)	$520.0K	0.1% ($520.0K/$376.5M)	QoQ +2.29% (-$11.6K) YoY +17.89% (-$78.9K)
Core & Main, Inc.(CNMcusip21874C102)	10.7K	QoQ -11.77% (-1.4K) YoY +30.38% (+2.5K)	All Managers (Combined)	$515.6K	0.1% ($515.6K/$376.5M)	QoQ -16.28% (-$100.3K) YoY +10.02% (+$47.0K)