$210 Million is the total value of Gitterman Wealth Management, LLC's 85 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NYMT | Exit | NEW YORK MTG TR INC | $0 | – | -33,966 | -100.0% | -0.04% | – |
| SCS | Exit | STEELCASE INCcl a | $0 | – | -18,902 | -100.0% | -0.07% | – |
| Exit | CONSTELLATION ENERGY CORP | $0 | – | -2,407 | -100.0% | -0.10% | – | |
| NUE | Exit | NUCOR CORP | $0 | – | -1,601 | -100.0% | -0.11% | – |
| TSLA | Exit | TESLA INC | $0 | – | -1,714 | -100.0% | -0.11% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -1,006 | -100.0% | -0.11% | – |
| ABB | Exit | ABB LTDsponsored adr | $0 | – | -7,178 | -100.0% | -0.11% | – |
| HPP | Exit | HUDSON PAC PPTYS INC | $0 | – | -23,397 | -100.0% | -0.11% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -2,774 | -100.0% | -0.12% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -872 | -100.0% | -0.12% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -1,177 | -100.0% | -0.12% | – |
| MSCI | Exit | MSCI INC | $0 | – | -512 | -100.0% | -0.12% | – |
| FISV | Exit | FISERV INC | $0 | – | -2,342 | -100.0% | -0.12% | – |
| IRM | Exit | IRON MTN INC DEL | $0 | – | -4,821 | -100.0% | -0.12% | – |
| VNO | Exit | VORNADO RLTY TRsh ben int | $0 | – | -11,801 | -100.0% | -0.12% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -2,122 | -100.0% | -0.12% | – |
| CHTR | Exit | CHARTER COMMUNICATIONS INC Ncl a | $0 | – | -740 | -100.0% | -0.13% | – |
| INCY | Exit | INCYTE CORP | $0 | – | -3,192 | -100.0% | -0.13% | – |
| OTIS | Exit | OTIS WORLDWIDE CORP | $0 | – | -3,359 | -100.0% | -0.13% | – |
| Exit | GSK PLCsponsored adr | $0 | – | -7,529 | -100.0% | -0.13% | – | |
| ABC | Exit | AMERISOURCEBERGEN CORP | $0 | – | -1,599 | -100.0% | -0.13% | – |
| HWM | Exit | HOWMET AEROSPACE INC | $0 | – | -6,805 | -100.0% | -0.13% | – |
| BEPC | Exit | BROOKFIELD RENEWABLE CORPcl a sub vtg | $0 | – | -10,262 | -100.0% | -0.14% | – |
| PFE | Exit | PFIZER INC | $0 | – | -5,613 | -100.0% | -0.14% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -2,647 | -100.0% | -0.15% | – |
| HASI | Exit | HANNON ARMSTRONG SUST INFR C | $0 | – | -11,819 | -100.0% | -0.17% | – |
| KMB | Exit | KIMBERLY-CLARK CORP | $0 | – | -2,734 | -100.0% | -0.19% | – |
| HRZN | Exit | HORIZON TECHNOLOGY FIN CORP | $0 | – | -39,490 | -100.0% | -0.23% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -10,268 | -100.0% | -0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-12
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.