$123 Million is the total value of Gitterman Wealth Management, LLC's 77 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ABC | Exit | AMERISOURCEBERGEN CORP | $0 | – | -1,703 | -100.0% | -0.13% | – |
| MCO | Exit | MOODYS CORP | $0 | – | -684 | -100.0% | -0.13% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -847 | -100.0% | -0.13% | – |
| WAT | Exit | WATERS CORP | $0 | – | -732 | -100.0% | -0.13% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -964 | -100.0% | -0.14% | – |
| CHTR | Exit | CHARTER COMMUNICATIONS INC Ncl a | $0 | – | -360 | -100.0% | -0.14% | – |
| AWK | Exit | AMERICAN WTR WKS CO INC NEW | $0 | – | -1,709 | -100.0% | -0.16% | – |
| DLR | Exit | DIGITAL RLTY TR INC | $0 | – | -1,972 | -100.0% | -0.18% | – |
| KMB | Exit | KIMBERLY-CLARK CORP | $0 | – | -2,396 | -100.0% | -0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-30
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.