13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001861558
Total reported value
$436.5M
$436.5M
128 檔
40.0%
During the Q4 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 128 reported positions.
During Q4 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 | VGIT | Vanguard Intermediate-term T | ETF-Other | 43.45% | -2.35% | +0.57% | |
| 2 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 11.39% | +1.02% | +0.49% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 10.39% | -0.89% | +0.02% | |
| 4 | IYW | Ishares Ustechnology ETF | ETF-Tech | 4.12% | — | -0.10% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.61% | +0.20% | +0.10% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.98% | +0.46% | -5.20% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.81% | +0.03% | +0.03% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.35% | +0.05% | +112.84% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.00% | — | +10.32% | |
| 10 | IBM | Intl Business Machines CORP | Stock-Tech | 0.80% | -0.12% | +11.46% | |
| 11 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.69% | -0.15% | -0.41% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.19% | -4.94% | |
| 13 | NEE | Nextera Energy Inc | Stock-Utilities | 0.66% | +0.09% | +3.70% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.55% | -0.13% | +0.12% | |
| 15 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.51% | — | -1.35% | |
| 16 | AAON | Aaon Inc | Stock-Industrials | 0.39% | — | -11.11% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | +0.15% | +2.54% | |
| 18 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.36% | — | — | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | — | +0.20% | |
| 20 | AON | Aon plc | Stock-Financials | 0.31% | — | +227.17% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | — | +0.44% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 0.29% | -0.13% | — | |
| 23 | T | At&t Inc | Stock-Comm Services | 0.29% | -0.11% | EXIT | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.29% | — | — | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.28% | — | — | |
| 26 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 0.28% | — | +0.36% | |
| 27 | HON | Honeywell International Inc | Stock-Industrials | 0.28% | — | -3.20% | |
| 28 | XYL | Xylem Inc | Stock-Industrials | 0.26% | — | +0.17% | |
| 29 | CNM | Core & Main Inc-class A | Stock-Industrials | 0.26% | — | +16.05% | |
| 30 | DE | Deere & Co | Stock-Industrials | 0.24% | — | +68.58% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | +0.12% | -2.33% | |
| 32 | WM | Waste Management Inc | Stock-Industrials | 0.24% | — | +155.53% | |
| 33 | HPQ | Hp Inc | Stock-Tech | 0.22% | — | +94.66% | |
| 34 | KKR | Kkr & Co Inc | Stock-Financials | 0.22% | — | — | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | +0.15% | +131.63% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.21% | — | -7.81% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.21% | — | +4.84% | |
| 38 | AXP | American Express Co | Stock-Financials | 0.21% | — | — | |
| 39 | ED | Consolidated Edison Inc | Stock-Utilities | 0.20% | — | +148.95% | |
| 40 | PNR | Pentair plc | Stock-Industrials | 0.20% | +0.09% | +6.61% | |
| 41 | AWK | American Water Works Co Inc | Stock-Utilities | 0.20% | — | +9.58% | |
| 42 | PRMB | Primo Brands CORP | Stock-Consumer Staples | 0.20% | — | — | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.19% | — | — | |
| 44 | STN | Stantec Inc | Stock-Other | 0.18% | — | +6.63% | |
| 45 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.18% | — | — | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.18% | — | +65.66% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.18% | -0.17% | EXIT | |
| 48 | VLTO | Veralto CORP | Stock-Industrials | 0.17% | +0.11% | +21.87% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.17% | — | -10.99% | |
| 50 | TTEK | Tetra Tech Inc | Stock-Industrials | 0.16% | +0.10% | +23.98% |
According to official SEC Form 13F filings, Gitterman Wealth Management, LLC reported a total U.S. public equity portfolio value of $436.5M across 128 disclosed positions in Q4 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 VGIT, GRID, BIL) accounted for 40.0% of total reported equity market value during Q4 2024.
During Q4 2024, Gitterman Wealth Management, LLC's top holdings by market value included VGIT (43.5%)、GRID (11.4%)、BIL (10.4%). The largest single position, VGIT, represented 43.5% of total portfolio value.
In Q4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.