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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Gitterman-Wealth-Management
Data Enrichment
92% identified121 identified10 unidentified
Holdings
131 positions • $376.5M total value
Manager:
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Page 7 of 7
Shares:3.3K
Value:$200.9K
% of Portfolio:0.1% ($200.9K/$376.5M)
Shares:14.6K
Value:$153.5K
% of Portfolio:0.0% ($153.5K/$376.5M)
Shares:12.8K
Value:$128.6K
% of Portfolio:0.0% ($128.6K/$376.5M)
Shares:11.2K
Value:$115.4K
% of Portfolio:0.0% ($115.4K/$376.5M)
Shares:12.7K
Value:$110.4K
% of Portfolio:0.0% ($110.4K/$376.5M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
991 | QoQ +3.12% (-30) | All Managers (Combined) | $203.4K | 0.1% ($203.4K/$376.5M) | ||
2.9K | QoQ NEW(+2.9K) YoY NEW(+2.9K) | All Managers (Combined) | $202.0K | 0.1% ($202.0K/$376.5M) | QoQ NEW(+$202.0K) YoY NEW(+$202.0K) | |
3.3K | QoQ NEW(+3.3K) YoY NEW(+3.3K) | All Managers (Combined) | $200.9K | 0.1% ($200.9K/$376.5M) | QoQ NEW(+$200.9K) YoY NEW(+$200.9K) | |
TELEFONICA S A(TEFcusip879382208) | 41.6K | All Managers (Combined) | $193.7K | 0.1% ($193.7K/$376.5M) | ||
30.0K | All Managers (Combined) | $193.0K | 0.1% ($193.0K/$376.5M) | |||
51.8K | All Managers (Combined) | $158.6K | 0.0% ($158.6K/$376.5M) | |||
14.6K | All Managers (Combined) | $153.5K | 0.0% ($153.5K/$376.5M) | |||
12.8K | YoY NEW(+12.8K) | All Managers (Combined) | $128.6K | 0.0% ($128.6K/$376.5M) | YoY NEW(+$128.6K) | |
11.2K | QoQ +4.40% (-472)YoY NEW(+11.2K) | All Managers (Combined) | $115.4K | 0.0% ($115.4K/$376.5M) | YoY NEW(+$115.4K) | |
12.7K | All Managers (Combined) | $110.4K | 0.0% ($110.4K/$376.5M) | |||
Leslie's, Inc.(LESLcusip527064109) | 24.3K | YoY NEW(+24.3K) | All Managers (Combined) | $17.9K | 0.0% ($17.9K/$376.5M) | YoY NEW(+$17.9K) |