$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $2,637,000 | +0.2% | 16,007 | 0.0% | 2.14% | +25.9% | |
| GOOGL | ALPHABET INCcap stk cl a | $1,526,000 | +18.4% | 625 | 0.0% | 1.24% | +48.7% | |
| GOOG | ALPHABET INCcap stk cl c | $1,158,000 | +21.1% | 462 | 0.0% | 0.94% | +52.3% | |
| UNH | UNITEDHEALTH GROUP INC | $1,089,000 | +7.6% | 2,719 | 0.0% | 0.88% | +35.3% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $837,000 | +8.6% | 2 | 0.0% | 0.68% | +36.4% | |
| IWF | ISHARES TRrus 1000 grw etf | $741,000 | +11.8% | 2,729 | 0.0% | 0.60% | +40.5% | |
| NFLX | NETFLIX INC | $714,000 | +1.3% | 1,352 | 0.0% | 0.58% | +27.3% | |
| HON | HONEYWELL INTL INC | $700,000 | +1.0% | 3,193 | 0.0% | 0.57% | +26.8% | |
| AXP | AMERICAN EXPRESS CO | $574,000 | +16.9% | 3,474 | 0.0% | 0.46% | +46.7% | |
| JPM | JPMORGAN CHASE & CO | $566,000 | +2.2% | 3,641 | 0.0% | 0.46% | +28.3% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $528,000 | +8.9% | 1,900 | 0.0% | 0.43% | +36.7% | |
| TECH | BIO-TECHNE CORP | $502,000 | +17.8% | 1,114 | 0.0% | 0.41% | +47.6% | |
| PG | PROCTER AND GAMBLE CO | $373,000 | -0.5% | 2,768 | 0.0% | 0.30% | +24.8% | |
| INTC | INTEL CORP | $329,000 | -12.3% | 5,865 | 0.0% | 0.27% | +9.9% | |
| BA | BOEING CO | $317,000 | -5.9% | 1,324 | 0.0% | 0.26% | +18.4% | |
| DVY | ISHARES TRselect divid etf | $311,000 | +2.0% | 2,670 | 0.0% | 0.25% | +27.9% | |
| COST | COSTCO WHSL CORP NEW | $246,000 | +12.3% | 622 | 0.0% | 0.20% | +41.1% | |
| NYMT | NEW YORK MTG TR INC | $152,000 | 0.0% | 33,966 | 0.0% | 0.12% | +25.5% |
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.