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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MORGAN STANLEY

MS|617446448

Shares:4.4K

Value:$514.6K

% of Portfolio:0.1% ($514.6K/$376.5M)

PROCTER & GAMBLE Co

PG|742718109

Shares:3.0K

Value:$506.3K

% of Portfolio:0.1% ($506.3K/$376.5M)

TETRA TECH INC

TTEK|88162G103

Shares:16.8K

Value:$492.1K

% of Portfolio:0.1% ($492.1K/$376.5M)

AMAZON COM INC

AMZN|023135106

Shares:2.6K

Value:$492.0K

% of Portfolio:0.1% ($492.0K/$376.5M)

STANTEC INC

STN|85472N109

Shares:5.7K

Value:$470.3K

% of Portfolio:0.1% ($470.3K/$376.5M)

Essential Utilities, Inc.

WTRG|29670G102

Shares:11.5K

Value:$455.2K

% of Portfolio:0.1% ($455.2K/$376.5M)

HCA Healthcare, Inc.

HCA|40412C101

Shares:1.2K

Value:$430.7K

% of Portfolio:0.1% ($430.7K/$376.5M)

MCKESSON CORP

MCK|58155Q103

Shares:636

Value:$428.0K

% of Portfolio:0.1% ($428.0K/$376.5M)

Aon plc

AON|G0403H108

Shares:1.0K

Value:$416.0K

% of Portfolio:0.1% ($416.0K/$376.5M)

KKR & Co. Inc.

KKR|48251W104

Shares:3.6K

Value:$410.5K

% of Portfolio:0.1% ($410.5K/$376.5M)

CARDINAL HEALTH INC

CAH|14149Y108

Shares:3.0K

Value:$409.7K

% of Portfolio:0.1% ($409.7K/$376.5M)

PENTAIR plc

PNR|G7S00T104

Shares:4.7K

Value:$408.8K

% of Portfolio:0.1% ($408.8K/$376.5M)

AT&T INC.

T|00206R102

Shares:14.2K

Value:$401.7K

% of Portfolio:0.1% ($401.7K/$376.5M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:3.8K

Value:$386.6K

% of Portfolio:0.1% ($386.6K/$376.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.6K

Value:$384.6K

% of Portfolio:0.1% ($384.6K/$376.5M)

NOVARTIS AG

NVS|66987V109

Shares:3.4K

Value:$374.3K

% of Portfolio:0.1% ($374.3K/$376.5M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:794

Value:$372.3K

% of Portfolio:0.1% ($372.3K/$376.5M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:678

Value:$370.9K

% of Portfolio:0.1% ($370.9K/$376.5M)

HERSHEY CO

HSY|427866108

Shares:2.2K

Value:$368.3K

% of Portfolio:0.1% ($368.3K/$376.5M)

COGNIZANT TECHNOLOGY SOLUTIONS CORP

CTSH|192446102

Shares:4.7K

Value:$361.8K

% of Portfolio:0.1% ($361.8K/$376.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MORGAN STANLEY(MScusip617446448)	4.4K	QoQ +85.75% (+2.0K) YoY NEW(+4.4K)	All Managers (Combined)	$514.6K	0.1% ($514.6K/$376.5M)	QoQ +72.48% (+$216.2K) YoY NEW(+$514.6K)
PROCTER & GAMBLE Co(PGcusip742718109)	3.0K	QoQ -0.66% (-20) YoY +4.13% (+118)	All Managers (Combined)	$506.3K	0.1% ($506.3K/$376.5M)	QoQ +0.97% (-$4.9K) YoY +9.38% (+$43.4K)
TETRA TECH INC(TTEKcusip88162G103)	16.8K	QoQ +70.29% (+6.9K) YoY +747.18% (+14.8K)	All Managers (Combined)	$492.1K	0.1% ($492.1K/$376.5M)	QoQ +25.00% (+$98.4K) YoY +34.17% (+$125.3K)
AMAZON COM INC(AMZNcusip023135106)	2.6K	QoQ -0.53% (-14) YoY -2.85% (-76)	All Managers (Combined)	$492.0K	0.1% ($492.0K/$376.5M)	QoQ -13.74% (-$78.4K) YoY +2.46% (-$11.8K)
STANTEC INC(STNcusip85472N109)	5.7K	QoQ +1.42% (+80) YoY +27.15% (+1.2K)	All Managers (Combined)	$470.3K	0.1% ($470.3K/$376.5M)	QoQ +7.10% (+$31.2K) YoY +26.88% (+$99.6K)
Essential Utilities, Inc.(WTRGcusip29670G102)	11.5K	QoQ +12.41% (+1.3K) YoY +25.90% (+2.4K)	All Managers (Combined)	$455.2K	0.1% ($455.2K/$376.5M)	QoQ +22.36% (+$83.2K) YoY +34.32% (+$116.3K)
HCA Healthcare, Inc.(HCAcusip40412C101)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$430.7K	0.1% ($430.7K/$376.5M)	QoQ NEW(+$430.7K) YoY NEW(+$430.7K)
MCKESSON CORP(MCKcusip58155Q103)	636	QoQ NEW(+636) YoY NEW(+636)	All Managers (Combined)	$428.0K	0.1% ($428.0K/$376.5M)	QoQ NEW(+$428.0K) YoY NEW(+$428.0K)
Aon plc(AONcusipG0403H108)	1.0K	QoQ -48.79% (-993) YoY -48.10% (-966)	All Managers (Combined)	$416.0K	0.1% ($416.0K/$376.5M)	QoQ -43.08% (-$315.0K) YoY -37.95% (-$254.4K)
KKR & Co. Inc.(KKRcusip48251W104)	3.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$410.5K	0.1% ($410.5K/$376.5M)	QoQ -21.83% (-$114.7K) YoY +14.94% (+$53.4K)
CARDINAL HEALTH INC(CAHcusip14149Y108)	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$409.7K	0.1% ($409.7K/$376.5M)	QoQ NEW(+$409.7K) YoY NEW(+$409.7K)
PENTAIR plc(PNRcusipG7S00T104)	4.7K	QoQ -1.07% (-51) YoY +35.96% (+1.2K)	All Managers (Combined)	$408.8K	0.1% ($408.8K/$376.5M)	QoQ -14.01% (-$66.6K) YoY +39.21% (+$115.2K)
AT&T INC.(Tcusip00206R102)	14.2K	QoQ -53.80% (-16.5K) YoY -42.98% (-10.7K)	All Managers (Combined)	$401.7K	0.1% ($401.7K/$376.5M)	QoQ -42.62% (-$298.5K) YoY -8.40% (-$36.8K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	3.8K	QoQ -3.20% (-127) YoY NEW(+3.8K)	All Managers (Combined)	$386.6K	0.1% ($386.6K/$376.5M)	QoQ +9.31% (-$33.0K) YoY NEW(+$386.6K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.6K	QoQ +0.70% (+11) YoY +1.35% (+21)	All Managers (Combined)	$384.6K	0.1% ($384.6K/$376.5M)	QoQ +3.05% (+$11.4K) YoY +24.12% (+$74.8K)
NOVARTIS AG(NVScusip66987V109)	3.4K	QoQ +1.05% (+35) YoY +41.49% (+985)	All Managers (Combined)	$374.3K	0.1% ($374.3K/$376.5M)	QoQ +15.76% (+$51.0K) YoY +63.05% (+$144.8K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	794	QoQ 0.00% (-0) YoY +5.86% (+44)	All Managers (Combined)	$372.3K	0.1% ($372.3K/$376.5M)	QoQ -8.27% (-$33.6K) YoY +11.80% (+$39.3K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	678	QoQ NEW(+678) YoY NEW(+678)	All Managers (Combined)	$370.9K	0.1% ($370.9K/$376.5M)	QoQ NEW(+$370.9K) YoY NEW(+$370.9K)
HERSHEY CO(HSYcusip427866108)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$368.3K	0.1% ($368.3K/$376.5M)	QoQ NEW(+$368.3K) YoY NEW(+$368.3K)
COGNIZANT TECHNOLOGY SOLUTIONS CORP(CTSHcusip192446102)	4.7K	QoQ +18.02% (+722) YoY +30.72% (+1.1K)	All Managers (Combined)	$361.8K	0.1% ($361.8K/$376.5M)	QoQ +17.41% (+$53.7K) YoY +36.46% (+$96.7K)