$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEON | Exit | VEON LTDsponsored adr | $0 | – | -50,563 | -100.0% | -0.08% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -10,590 | -100.0% | -0.12% | – |
| CCI | Exit | CROWN CASTLE INTL CORP NEW | $0 | – | -1,043 | -100.0% | -0.16% | – |
| ALLE | Exit | ALLEGION PLC | $0 | – | -1,468 | -100.0% | -0.16% | – |
| ADBE | Exit | ADOBE SYSTEMS INCORPORATED | $0 | – | -348 | -100.0% | -0.16% | – |
| RXN | Exit | REXNORD CORP | $0 | – | -4,089 | -100.0% | -0.17% | – |
| DOV | Exit | DOVER CORP | $0 | – | -1,368 | -100.0% | -0.17% | – |
| ETSY | Exit | ETSY INC | $0 | – | -1,077 | -100.0% | -0.18% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -1,564 | -100.0% | -0.18% | – |
| POOL | Exit | POOL CORP | $0 | – | -506 | -100.0% | -0.19% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -366 | -100.0% | -0.19% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -1,583 | -100.0% | -0.20% | – |
| WST | Exit | WEST PHARMACEUTICAL SVSC INC | $0 | – | -689 | -100.0% | -0.20% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -1,410 | -100.0% | -0.26% | – |
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.