$124 Million is the total value of Gitterman Wealth Management, LLC's 76 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CSCO | New | CISCO SYS INC | $326,000 | – | 5,994 | +100.0% | 0.26% | – |
| MRNA | New | MODERNA INC | $300,000 | – | 780 | +100.0% | 0.24% | – |
| CVS | New | CVS HEALTH CORP | $261,000 | – | 3,073 | +100.0% | 0.21% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $253,000 | – | 1,711 | +100.0% | 0.20% | – |
| SHW | New | SHERWIN WILLIAMS CO | $252,000 | – | 899 | +100.0% | 0.20% | – |
| VRSK | New | VERISK ANALYTICS INC | $244,000 | – | 1,218 | +100.0% | 0.20% | – |
| REGN | New | REGENERON PHARMACEUTICALS | $243,000 | – | 401 | +100.0% | 0.20% | – |
| RL | New | RALPH LAUREN CORPcl a | $238,000 | – | 2,140 | +100.0% | 0.19% | – |
| SKM | New | SK TELECOM LTDsponsored adr | $226,000 | – | 7,506 | +100.0% | 0.18% | – |
| SEE | New | SEALED AIR CORP NEW | $201,000 | – | 3,664 | +100.0% | 0.16% | – |
| SCS | New | STEELCASE INCcl a | $137,000 | – | 10,822 | +100.0% | 0.11% | – |
| New | PORTAGE FINTECH ACQUISITN COunit 07/08/2026 | $99,000 | – | 10,000 | +100.0% | 0.08% | – | |
| WTTR | New | SELECT ENERGY SVCS INC | $59,000 | – | 11,386 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-09
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.