$200 Million is the total value of Gitterman Wealth Management, LLC's 80 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $88,786,479 | – | 1,535,564 | +100.0% | 44.47% | – |
| CSCO | New | CISCO SYS INC | $489,175 | – | 10,268 | +100.0% | 0.24% | – |
| KMB | New | KIMBERLY-CLARK CORP | $371,152 | – | 2,734 | +100.0% | 0.19% | – |
| PFE | New | PFIZER INC | $287,591 | – | 5,613 | +100.0% | 0.14% | – |
| BA | New | BOEING CO | $268,972 | – | 1,412 | +100.0% | 0.14% | – |
| HWM | New | HOWMET AEROSPACE INC | $268,228 | – | 6,805 | +100.0% | 0.13% | – |
| ABC | New | AMERISOURCEBERGEN CORP | $265,090 | – | 1,599 | +100.0% | 0.13% | – |
| OTIS | New | OTIS WORLDWIDE CORP | $263,192 | – | 3,359 | +100.0% | 0.13% | – |
| KEYS | New | KEYSIGHT TECHNOLOGIES INC | $256,776 | – | 1,501 | +100.0% | 0.13% | – |
| INCY | New | INCYTE CORP | $256,381 | – | 3,192 | +100.0% | 0.13% | – |
| AZO | New | AUTOZONE INC | $254,004 | – | 103 | +100.0% | 0.13% | – |
| CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $250,940 | – | 740 | +100.0% | 0.13% | – |
| NKE | New | NIKE INCcl b | $248,341 | – | 2,122 | +100.0% | 0.12% | – |
| MSCI | New | MSCI INC | $238,261 | – | 512 | +100.0% | 0.12% | – |
| FISV | New | FISERV INC | $236,706 | – | 2,342 | +100.0% | 0.12% | – |
| DHR | New | DANAHER CORPORATION | $231,447 | – | 872 | +100.0% | 0.12% | – |
| HUM | New | HUMANA INC | $229,975 | – | 449 | +100.0% | 0.12% | – |
| STN | New | STANTEC INC | $223,013 | – | 4,651 | +100.0% | 0.11% | – |
| DE | New | DEERE & CO | $222,098 | – | 518 | +100.0% | 0.11% | – |
| ABB | New | ABB LTDsponsored adr | $218,664 | – | 7,178 | +100.0% | 0.11% | – |
| LMT | New | LOCKHEED MARTIN CORP | $215,029 | – | 442 | +100.0% | 0.11% | – |
| NUE | New | NUCOR CORP | $211,025 | – | 1,601 | +100.0% | 0.11% | – |
| New | CONSTELLATION ENERGY CORP | $207,559 | – | 2,407 | +100.0% | 0.10% | – | |
| AWK | New | AMERICAN WTR WKS CO INC NEW | $203,306 | – | 1,334 | +100.0% | 0.10% | – |
| NVS | New | NOVARTIS AGsponsored adr | $201,153 | – | 2,218 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
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.