$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NVO | NOVO-NORDISK A Sadr | $1,985,033 | +35.8% | 14,667 | 0.0% | 0.99% | -34.0% | |
| NOC | NORTHROP GRUMMAN CORP | $1,019,200 | +15.9% | 1,868 | 0.0% | 0.51% | -43.7% | |
| GOOG | ALPHABET INCcap stk cl c | $779,047 | -7.8% | 8,780 | 0.0% | 0.39% | -55.2% | |
| HON | HONEYWELL INTL INC | $688,310 | +28.4% | 3,212 | 0.0% | 0.34% | -37.6% | |
| IWF | ISHARES TRrus 1000 grw etf | $565,594 | +1.9% | 2,640 | 0.0% | 0.28% | -50.5% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $468,711 | +15.4% | 1 | 0.0% | 0.24% | -43.9% | |
| PG | PROCTER AND GAMBLE CO | $447,505 | +19.7% | 2,953 | 0.0% | 0.22% | -42.0% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $425,973 | +15.4% | 1,379 | 0.0% | 0.21% | -43.9% | |
| COST | COSTCO WHSL CORP NEW | $339,636 | -3.5% | 744 | 0.0% | 0.17% | -53.2% | |
| DVY | ISHARES TRselect divid etf | $321,977 | +12.2% | 2,670 | 0.0% | 0.16% | -45.6% | |
| AMZN | AMAZON COM INC | $259,308 | -25.9% | 3,087 | 0.0% | 0.13% | -64.0% | |
| PORTAGE FINTECH ACQUISITN COunit 07/08/2026 | $100,500 | +2.6% | 10,000 | 0.0% | 0.05% | -50.5% | ||
| NYMT | NEW YORK MTG TR INC | $86,953 | +10.1% | 33,966 | 0.0% | 0.04% | -45.7% | |
| UAVS | AGEAGLE AERIAL SYS INC NEW | $6,386 | -20.2% | 18,247 | 0.0% | 0.00% | -62.5% |
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.