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CIK: 0001861558
Total reported value
$436.5M
$436.5M
100 檔
47.4%
During the Q1 2024 filing period, Gitterman Wealth Management, LLC (CIK: 0001861558) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $436.5M across 100 reported positions.
During Q1 2024, Gitterman Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 39.55% | — | +6.36% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-Other | 20.40% | -2.35% | -28.55% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 9.86% | -0.89% | — | |
| 4 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 8.04% | +1.02% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.38% | +0.20% | +2.72% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.96% | +0.46% | -7.96% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.47% | +0.03% | +0.03% | |
| 8 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.95% | -0.15% | -17.32% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.92% | — | -4.85% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.19% | -2.14% | |
| 11 | IBM | Intl Business Machines CORP | Stock-Tech | 0.59% | -0.12% | -0.78% | |
| 12 | NEE | Nextera Energy Inc | Stock-Utilities | 0.54% | +0.09% | +32.84% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.49% | -0.13% | — | |
| 14 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.41% | — | — | |
| 15 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.35% | — | — | |
| 16 | AAON | Aaon Inc | Stock-Industrials | 0.31% | — | -66.67% | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 0.27% | -0.13% | +5.46% | |
| 18 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 0.27% | — | -46.63% | |
| 19 | XYL | Xylem Inc | Stock-Industrials | 0.27% | — | +16.41% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.27% | +0.15% | -21.50% | |
| 21 | AON | Aon plc | Stock-Financials | 0.26% | — | +26.93% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | — | -11.24% | |
| 23 | GWW | Ww Grainger Inc | Stock-Industrials | 0.25% | — | +63.36% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.25% | — | — | |
| 25 | HON | Honeywell International Inc | Stock-Industrials | 0.24% | — | -3.15% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.22% | -0.11% | +139.93% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.22% | — | — | |
| 28 | AFL | Aflac Inc | Stock-Financials | 0.19% | — | — | |
| 29 | GE | General Electric | Stock-Industrials | 0.19% | +0.08% | NEW | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | +0.12% | — | |
| 31 | CNM | Core & Main Inc-class A | Stock-Industrials | 0.18% | — | -0.12% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.18% | — | — | |
| 33 | AWK | American Water Works Co Inc | Stock-Utilities | 0.18% | — | +42.23% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.17% | — | — | |
| 35 | SNA | Snap-on Inc | Stock-Industrials | 0.17% | — | — | |
| 36 | T | At&t Inc | Stock-Comm Services | 0.17% | -0.11% | EXIT | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.16% | +0.13% | NEW | |
| 38 | TDG | Transdigm Group Inc | Stock-Industrials | 0.15% | — | — | |
| 39 | AXP | American Express Co | Stock-Financials | 0.15% | — | -44.19% | |
| 40 | BRO | Brown & Brown Inc | Stock-Financials | 0.15% | — | — | |
| 41 | STN | Stantec Inc | Stock-Other | 0.14% | — | +18.85% | |
| 42 | TTEK | Tetra Tech Inc | Stock-Industrials | 0.14% | +0.10% | +19.71% | |
| 43 | CI | THE Cigna Group | Stock-Healthcare | 0.14% | — | +11.83% | |
| 44 | KKR | Kkr & Co Inc | Stock-Financials | 0.14% | — | — | |
| 45 | BCBUSD | Primo Water CORP | Stock-Other | 0.14% | — | +31.13% | |
| 46 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.14% | — | — | |
| 47 | WTRG | Essential Utilities Inc | Stock-Utilities | 0.13% | +0.10% | +33.25% | |
| 48 | ELV | Elevance Health Inc | Stock-Healthcare | 0.13% | — | — | |
| 49 | DE | Deere & Co | Stock-Industrials | 0.13% | — | — | |
| 50 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.13% | — | — |
According to official SEC Form 13F filings, Gitterman Wealth Management, LLC reported a total U.S. public equity portfolio value of $436.5M across 100 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VGSH, VGIT, BIL) accounted for 47.4% of total reported equity market value during Q1 2024.
During Q1 2024, Gitterman Wealth Management, LLC's top holdings by market value included VGSH (39.5%)、VGIT (20.4%)、BIL (9.9%). The largest single position, VGSH, represented 39.5% of total portfolio value.
In Q1 2024, Gitterman Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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