$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | LI-CYCLE HOLDINGS CORP | $0 | – | -10,400 | -100.0% | -0.06% | – | |
| HPE | Exit | HEWLETT PACKARD ENTERPRISE C | $0 | – | -13,168 | -100.0% | -0.16% | – |
| LUMN | Exit | LUMEN TECHNOLOGIES INC | $0 | – | -24,973 | -100.0% | -0.19% | – |
| UBS | Exit | UBS GROUP AG | $0 | – | -13,734 | -100.0% | -0.20% | – |
| NRG | Exit | NRG ENERGY INC | $0 | – | -5,406 | -100.0% | -0.22% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -1,931 | -100.0% | -0.22% | – |
| VRTX | Exit | VERTEX PHARMACEUTICALS INC | $0 | – | -768 | -100.0% | -0.23% | – |
| HSY | Exit | HERSHEY CO | $0 | – | -989 | -100.0% | -0.23% | – |
| OMC | Exit | OMNICOM GROUP INC | $0 | – | -3,467 | -100.0% | -0.23% | – |
| NDAQ | Exit | NASDAQ INC | $0 | – | -3,985 | -100.0% | -0.23% | – |
| SJM | Exit | SMUCKER J M CO | $0 | – | -1,842 | -100.0% | -0.26% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -903 | -100.0% | -0.26% | – |
| ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -1,437 | -100.0% | -0.27% | – |
| NLSN | Exit | NIELSEN HLDGS PLC | $0 | – | -9,457 | -100.0% | -0.27% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -2,581 | -100.0% | -0.41% | – |
| VT | Exit | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $0 | – | -5,458 | -100.0% | -0.44% | – |
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.