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CIK: 0001861558
Total reported value
$436.5M
$436.5M
109 檔
47.2%
In Q2 2024, Gitterman Wealth Management, LLC's U.S. equity holdings reached a combined market value of $436.5M, distributed across 109 disclosed stock positions.
During Q2 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 | 39.08% | — | -0.48% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-Other | 20.09% | -2.35% | -0.41% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 9.74% | -0.89% | -0.65% | |
| 4 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 7.71% | +1.02% | -4.42% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.86% | +0.20% | -1.52% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.07% | +0.46% | -0.19% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.52% | +0.03% | +0.01% | |
| 8 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.05% | -0.15% | — | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.85% | — | — | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | +0.19% | -20.32% | |
| 11 | NEE | Nextera Energy Inc | Stock-Utilities | 0.57% | +0.09% | -4.34% | |
| 12 | IBM | Intl Business Machines CORP | Stock-Tech | 0.53% | -0.12% | +0.01% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.51% | -0.13% | — | |
| 14 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.49% | — | +19.26% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.32% | +0.15% | — | |
| 16 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.31% | — | — | |
| 17 | AAON | Aaon Inc | Stock-Industrials | 0.30% | — | — | |
| 18 | XYL | Xylem Inc | Stock-Industrials | 0.26% | — | -7.81% | |
| 19 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 0.25% | — | -4.12% | |
| 20 | HON | Honeywell International Inc | Stock-Industrials | 0.25% | — | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | — | — | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.24% | — | +5.16% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.24% | — | — | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.20% | +0.12% | — | |
| 25 | T | At&t Inc | Stock-Comm Services | 0.20% | -0.11% | EXIT | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.20% | — | — | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.20% | — | +104.19% | |
| 28 | NDAQ | Nasdaq Inc | Stock-Financials | 0.19% | — | — | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.18% | — | — | |
| 30 | PAYX | Paychex Inc | Stock-Tech | 0.18% | — | — | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.18% | — | — | |
| 32 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.18% | -0.16% | EXIT | |
| 33 | AWK | American Water Works Co Inc | Stock-Utilities | 0.17% | — | -6.39% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.17% | — | +20.93% | |
| 35 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.16% | — | — | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.16% | -0.13% | -34.76% | |
| 37 | AXP | American Express Co | Stock-Financials | 0.15% | — | — | |
| 38 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.15% | — | — | |
| 39 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.15% | — | — | |
| 40 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.15% | — | +6.40% | |
| 41 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.15% | — | — | |
| 42 | CNM | Core & Main Inc-class A | Stock-Industrials | 0.14% | — | -6.13% | |
| 43 | KKR | Kkr & Co Inc | Stock-Financials | 0.14% | — | — | |
| 44 | STN | Stantec Inc | Stock-Other | 0.14% | — | -1.39% | |
| 45 | TTEK | Tetra Tech Inc | Stock-Industrials | 0.14% | +0.10% | -12.49% | |
| 46 | CSX | Csx CORP | Stock-Industrials | 0.13% | — | — | |
| 47 | AOS | Smith (a.o.) CORP | Stock-Industrials | 0.13% | — | — | |
| 48 | WTRG | Essential Utilities Inc | Stock-Utilities | 0.13% | +0.10% | -2.92% | |
| 49 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 0.13% | — | — | |
| 50 | EMR | Emerson Electric Co | Stock-Industrials | 0.12% | — | — |
According to official SEC Form 13F filings, Gitterman Wealth Management, LLC reported a total U.S. public equity portfolio value of $436.5M across 109 disclosed positions in Q2 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 47.2% of total reported equity market value during Q2 2024.
During Q2 2024, Gitterman Wealth Management, LLC's top holdings by market value included VGSH (39.1%)、VGIT (20.1%)、BIL (9.7%). The largest single position, VGSH, represented 39.1% of total portfolio value.
In Q2 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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