$155 Million is the total value of Gitterman Wealth Management, LLC's 65 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2021 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD SCOTTSDALE FDS | 11 | Q3 2023 | 58.3% |
ISHARES TR | 11 | Q3 2023 | 22.5% |
APPLE INC | 11 | Q3 2023 | 5.4% |
MICROSOFT CORP | 11 | Q3 2023 | 3.1% |
ISHARES TR | 11 | Q3 2023 | 8.5% |
JOHNSON & JOHNSON | 11 | Q3 2023 | 2.7% |
NOVO-NORDISK A S | 11 | Q3 2023 | 1.6% |
AAON INC | 11 | Q3 2023 | 1.5% |
ALPHABET INC | 11 | Q3 2023 | 1.4% |
INTERNATIONAL BUSINESS MACHS | 11 | Q3 2023 | 1.4% |
View Gitterman Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-08 |
13F-HR | 2024-02-05 |
13F-HR | 2023-11-02 |
13F-HR | 2023-08-08 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-13 |
13F-HR | 2022-10-27 |
13F-HR | 2022-08-03 |
13F-HR | 2022-05-12 |
13F-HR | 2022-02-01 |
View Gitterman Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.