$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $2,585,000 | -2.0% | 16,007 | 0.0% | 2.08% | -2.7% | |
| GOOGL | ALPHABET INCcap stk cl a | $1,671,000 | +9.5% | 625 | 0.0% | 1.34% | +8.6% | |
| GOOG | ALPHABET INCcap stk cl c | $1,231,000 | +6.3% | 462 | 0.0% | 0.99% | +5.4% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $823,000 | -1.7% | 2 | 0.0% | 0.66% | -2.5% | |
| IWF | ISHARES TRrus 1000 grw etf | $748,000 | +0.9% | 2,729 | 0.0% | 0.60% | +0.2% | |
| HON | HONEYWELL INTL INC | $678,000 | -3.1% | 3,193 | 0.0% | 0.54% | -3.9% | |
| JPM | JPMORGAN CHASE & CO | $596,000 | +5.3% | 3,641 | 0.0% | 0.48% | +4.6% | |
| AXP | AMERICAN EXPRESS CO | $582,000 | +1.4% | 3,474 | 0.0% | 0.47% | +0.6% | |
| AMZN | AMAZON COM INC | $526,000 | -4.4% | 160 | 0.0% | 0.42% | -4.9% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $519,000 | -1.7% | 1,900 | 0.0% | 0.42% | -2.6% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $439,000 | +0.9% | 1,226 | 0.0% | 0.35% | +0.3% | |
| TSLA | TESLA INC | $388,000 | +14.1% | 500 | 0.0% | 0.31% | +13.5% | |
| PG | PROCTER AND GAMBLE CO | $387,000 | +3.8% | 2,768 | 0.0% | 0.31% | +3.0% | |
| INTC | INTEL CORP | $312,000 | -5.2% | 5,865 | 0.0% | 0.25% | -5.6% | |
| DVY | ISHARES TRselect divid etf | $306,000 | -1.6% | 2,670 | 0.0% | 0.25% | -2.4% | |
| BA | BOEING CO | $291,000 | -8.2% | 1,324 | 0.0% | 0.23% | -8.9% | |
| COST | COSTCO WHSL CORP NEW | $279,000 | +13.4% | 622 | 0.0% | 0.22% | +12.6% | |
| C | CITIGROUP INC | $250,000 | -0.8% | 3,562 | 0.0% | 0.20% | -1.5% | |
| TXN | TEXAS INSTRS INC | $220,000 | -0.5% | 1,147 | 0.0% | 0.18% | -1.1% | |
| NYMT | NEW YORK MTG TR INC | $145,000 | -4.6% | 33,966 | 0.0% | 0.12% | -5.7% |
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.