Gitterman Wealth Management, LLC

Edison, NJ · CIK 1861558 · 13F filing filed 2025-11-04

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyEdison, NJ

$436.5m reported value +1.7% vs Q2 2025

128positions

83.8%in top 10

4 new 85 added 26 reduced 215 sold out vs Q2 2025

Holdings, Q3 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	1,401,122	$84.1m19.27%	19.27%	Added +15.4k	+15,423 1.1%
2	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	97,320	$59.6m13.66%	13.66%	Reduced -566	-566 -0.6%
3	GMO ETF TRUST GMO US QUALITY E QLTY	QLTY	1,623,342	$58.7m13.46%	13.46%	Reduced -1.6k	-1,570 -0.1%
4	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	424,957	$39.0m8.93%	8.93%	Added +19.4k	+19,392 4.8%
5	FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE GRID	GRID	241,144	$36.4m8.35%	8.35%	Reduced -6.0k	-6,043 -2.4%
6	SPDR GOLD TR GOLD SHS GLD	GLD	78,262	$27.8m6.37%	6.37%	Reduced -1.2k	-1,208 -1.5%
7	INVESCO EXCHANGE TRADED FD T WATER RES ETF PHO	PHO	368,922	$26.6m6.10%	6.10%	Reduced -1.0k	-1,047 -0.3%
8	ISHARES TR HDG MSCI EAFE HEFA	HEFA	442,646	$17.5m4.02%	4.02%	Added +1.5k	+1,474 0.3%
9	APPLE INC COM AAPL	AAPL	36,222	$9.2m2.11%	2.11%	Added +3.0k	+3,016 9.1%
10	MICROSOFT CORP COM MSFT	MSFT	13,290	$6.9m1.58%	1.58%	Added +2.0k	+2,049 18.2%
11	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	16,194	$5.3m1.22%	1.22%	Reduced -733	-733 -4.3%
12	ISHARES TR CORE S&P500 ETF IVV	IVV	7,351	$4.9m1.13%	1.13%	Reduced -63	-63 -0.8%
13	JOHNSON & JOHNSON COM JNJ	JNJ	13,905	$2.6m0.59%	0.59%	Reduced -100	-100 -0.7%
14	ALPHABET INC CAP STK CL A GOOGL	GOOGL	9,763	$2.4m0.54%	0.54%	Added +1.7k	+1,678 20.8%
15	NEXTERA ENERGY INC COM NEE	NEE	28,917	$2.2m0.50%	0.50%	Added +1.8k	+1,791 6.6%
16	NVIDIA CORPORATION COM NVDA	NVDA	8,214	$1.5m0.35%	0.35%	Added +4.3k	+4,297 109.7%
17	ALPHABET INC CAP STK CL C GOOG	GOOG	6,025	$1.5m0.34%	0.34%	Added +1.4k	+1,381 29.7%
18	NORTHROP GRUMMAN CORP COM NOC	NOC	1,860	$1.1m0.26%	0.26%	Unchanged
19	EXXON MOBIL CORP COM XOM	XOM	9,855	$1.1m0.25%	0.25%	Added +2.4k	+2,376 31.8%
20	AMAZON COM INC COM AMZN	AMZN	4,921	$1.1m0.25%	0.25%	Added +2.5k	+2,528 105.6%
21	VERALTO CORP COM SHS VLTO	VLTO	10,096	$1.1m0.25%	0.25%	Added +4.1k	+4,110 68.7%
22	XYLEM INC COM XYL	XYL	6,991	$1.0m0.24%	0.24%	Added +1.1k	+1,058 17.8%
23	TETRA TECH INC NEW COM TTEK	TTEK	30,211	$1.0m0.23%	0.23%	Added +11.8k	+11,754 63.7%
24	UNITEDHEALTH GROUP INC COM UNH	UNH	2,909	$1.0m0.23%	0.23%	Added +323	+323 12.5%
25	ISHARES TR RUS 1000 GRW ETF IWF	IWF	2,111	$988.8k0.23%	0.23%	Unchanged
26	ESSENTIAL UTILS INC COM WTRG	WTRG	23,933	$954.9k0.22%	0.22%	Added +12.0k	+11,972 100.1%
27	COMPANHIA DE SANEAMENTO BASI SPONSORED ADR SBS	SBS	38,295	$953.2k0.22%	0.22%	Added +14.4k	+14,362 60.0%
28	RBB FD INC US TREAS 3 MNTH TBIL	TBIL	18,568	$928.4k0.21%	0.21%	Added +2.2k	+2,192 13.4%
29	AMERICAN WTR WKS CO INC NEW COM AWK	AWK	6,595	$917.9k0.21%	0.21%	Added +3.2k	+3,239 96.5%
30	NOVO-NORDISK A S ADR NVO	NVO	16,113	$894.1k0.20%	0.20%	Reduced -1.0k	-1,000 -5.8%
31	PENTAIR PLC SHS PNR	PNR	7,861	$870.8k0.20%	0.20%	Added +2.8k	+2,823 56.0%
32	AAON INC COM PAR $0.004 AAON	AAON	9,074	$847.9k0.19%	0.19%	Reduced -445	-445 -4.7%
33	JPMORGAN CHASE & CO COM JPM	JPM	2,628	$829.2k0.19%	0.19%	Added +50	+50 1.9%
34	NUSHARES ETF TR NUVEEN ESG US NUBD	NUBD	36,753	$825.3k0.19%	0.19%	Added +2.5k	+2,532 7.4%
35	HONEYWELL INTL INC COM COM		3,760	$791.5k0.18%	0.18%	Added +906	+906 31.7%
36	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	2,693	$759.9k0.17%	0.17%	Added +623	+623 30.1%
37	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	1	$754.2k0.17%	0.17%	Unchanged
38	STANTEC INC COM STN	STN	6,897	$743.4k0.17%	0.17%	Added +1.6k	+1,636 31.1%
39	CORE & MAIN INC CL A CNM	CNM	13,439	$723.4k0.17%	0.17%	Added +3.2k	+3,189 31.1%
40	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,418	$712.9k0.16%	0.16%	Reduced -400	-400 -22.0%
41	FIDELITY WISE ORIGIN BITCOIN SHS FBTC	FBTC	5,865	$585.4k0.13%	0.13%	Added +1.4k	+1,354 30.0%
42	META PLATFORMS INC CL A META	META	791	$581.0k0.13%	0.13%	Added +652	+652 469.1%
43	PROCTER AND GAMBLE CO COM PG	PG	3,751	$576.3k0.13%	0.13%	Added +780	+780 26.2%
44	ADVANCED DRAIN SYS INC DEL COM WMS	WMS	4,130	$572.9k0.13%	0.13%	Added +1.6k	+1,610 63.9%
45	BROADCOM INC COM AVGO	AVGO	1,688	$557.0k0.13%	0.13%	Added +1.6k	+1,563 1250.4%
46	LATHAM GROUP INC COM SWIM	SWIM	72,789	$553.9k0.13%	0.13%	Added +41.8k	+41,784 134.8%
47	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,824	$509.9k0.12%	0.12%	Added +161	+161 9.7%
48	CONSOLIDATED EDISON INC COM ED	ED	5,026	$505.2k0.12%	0.12%	Added +2.8k	+2,794 125.2%
49	HOME DEPOT INC COM HD	HD	1,222	$495.1k0.11%	0.11%	Added +728	+728 147.4%
50	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	794	$476.7k0.11%	0.11%	Unchanged
51	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	1,455	$474.9k0.11%	0.11%	Added +387	+387 36.2%
52	CALIFORNIA WTR SVC GROUP COM CWT	CWT	10,306	$472.9k0.11%	0.11%	Added +5.8k	+5,845 131.0%
53	JACOBS SOLUTIONS INC COM J	J	3,114	$466.5k0.11%	0.11%	Added +401	+401 14.8%
54	SELECT WATER SOLUTIONS INC CL A COM WTTR	WTTR	43,374	$463.7k0.11%	0.11%	Added +27.7k	+27,692 176.6%
55	NOVARTIS AG SPONSORED ADR NVS	NVS	3,607	$462.6k0.11%	0.11%	Added +316	+316 9.6%
56	KKR & CO INC COM KKR	KKR	3,551	$461.5k0.11%	0.11%	Unchanged
57	SJW GROUP COM HTO	HTO	9,441	$459.7k0.11%	0.11%	Added +6.2k	+6,235 194.5%
58	WALMART INC COM WMT	WMT	4,249	$437.9k0.10%	0.10%	Added +3.0k	+2,956 228.6%
59	DEERE & CO COM DE	DE	955	$436.7k0.10%	0.10%	Reduced -256	-256 -21.1%
60	TESLA INC COM TSLA	TSLA	971	$431.8k0.10%	0.10%	Added +854	+854 729.9%
61	VULCAN MATLS CO COM VMC	VMC	1,362	$419.0k0.10%	0.10%	Added +838	+838 159.9%
62	AMER STATES WTR CO COM AWR	AWR	5,636	$413.4k0.09%	0.09%	Added +3.0k	+3,036 116.8%
63	AMERICAN EXPRESS CO COM AXP	AXP	1,161	$385.6k0.09%	0.09%	Unchanged
64	HSBC HLDGS PLC SPON ADR NEW HSBC	HSBC	5,358	$380.4k0.09%	0.09%	Added +468	+468 9.6%
65	MORGAN STANLEY COM NEW MS	MS	2,365	$375.9k0.09%	0.09%	Reduced -49	-49 -2.0%
66	GOLDMAN SACHS GROUP INC COM GS	GS	462	$368.1k0.08%	0.08%	Added +413	+413 842.9%
67	SAP SE SPON ADR SAP	SAP	1,362	$364.7k0.08%	0.08%	Added +128	+128 10.4%
68	ORACLE CORP COM ORCL	ORCL	1,295	$364.2k0.08%	0.08%	Added +1.1k	+1,055 439.6%
69	ORMAT TECHNOLOGIES INC COM ORA	ORA	3,691	$355.3k0.08%	0.08%	Added +772	+772 26.4%
70	COSTCO WHSL CORP NEW COM COST	COST	378	$349.7k0.08%	0.08%	Reduced -49	-49 -11.5%
71	LINDSAY CORP COM LNN	LNN	2,485	$349.2k0.08%	0.08%	Added +693	+693 38.7%
72	GE AEROSPACE COM NEW GE	GE	1,157	$348.0k0.08%	0.08%	Added +761	+761 192.2%
73	VALMONT INDS INC COM VMI	VMI	888	$345.1k0.08%	0.08%	Added +493	+493 124.8%
74	CIA ENERGETICA DE MINAS GERA SP ADR N-V PFD CIG	CIG	161,340	$340.4k0.08%	0.08%	Added +13.6k	+13,619 9.2%
75	ELI LILLY & CO COM LLY	LLY	436	$332.7k0.08%	0.08%	Added +101	+101 30.1%
76	CHECK POINT SOFTWARE TECH LT ORD CHKP	CHKP	1,598	$330.5k0.08%	0.08%	Added +70	+70 4.6%
77	NATIONAL GRID PLC SPONSORED ADR NE NGG	NGG	4,522	$328.6k0.08%	0.08%	Added +1.0k	+1,014 28.9%
78	FIRSTSERVICE CORP NEW COM FSV	FSV	1,715	$327.0k0.07%	0.07%	Added +259	+259 17.8%
79	GLOBAL WTR RES INC COM GWRS	GWRS	31,584	$325.3k0.07%	0.07%	Added +20.4k	+20,364 181.5%
80	PEPSICO INC COM PEP	PEP	2,278	$320.0k0.07%	0.07%	Added +1.3k	+1,319 137.5%
81	OLD REP INTL CORP COM ORI	ORI	7,299	$310.0k0.07%	0.07%	New
82	COMFORT SYS USA INC COM FIX	FIX	375	$309.6k0.07%	0.07%	Added +181	+181 93.3%
83	SBA COMMUNICATIONS CORP NEW CL A SBAC	SBAC	1,589	$307.1k0.07%	0.07%	Added +406	+406 34.3%
84	ROYAL BK CDA COM RY	RY	2,084	$307.0k0.07%	0.07%	Added +183	+183 9.6%
85	VERIZON COMMUNICATIONS INC COM VZ	VZ	6,883	$302.5k0.07%	0.07%	Reduced -4.8k	-4,798 -41.1%
86	MCDONALDS CORP COM MCD	MCD	979	$297.5k0.07%	0.07%	Reduced -816	-816 -45.5%
87	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	3,894	$296.0k0.07%	0.07%	Reduced -97	-97 -2.4%
88	CONSOLIDATED WATER CO INC ORD CWCO	CWCO	8,320	$293.6k0.07%	0.07%	Added +4.7k	+4,654 127.0%
89	INTERCONTINENTAL HOTELS GROU SPONSORED ADS IHG	IHG	2,420	$293.4k0.07%	0.07%	Added +222	+222 10.1%
90	KB FINL GROUP INC SPONSORED ADR KB	KB	3,492	$289.5k0.07%	0.07%	Added +292	+292 9.1%
91	MASTERCARD INCORPORATED CL A MA	MA	507	$288.9k0.07%	0.07%	Reduced -62	-62 -10.9%
92	VISA INC COM CL A V	V	841	$288.2k0.07%	0.07%	Reduced -208	-208 -19.8%
93	SPROTT FDS TR URANIUM MINERS E URNM	URNM	4,697	$283.8k0.07%	0.07%	Reduced -39	-39 -0.8%
94	ANALOG DEVICES INC COM ADI	ADI	1,138	$279.6k0.06%	0.06%	New
95	AMERICAN TOWER CORP NEW COM AMT	AMT	1,437	$276.4k0.06%	0.06%	Added +469	+469 48.5%
96	EQUINIX INC COM EQIX	EQIX	352	$275.9k0.06%	0.06%	Added +91	+91 34.9%
97	MASCO CORP COM MAS	MAS	3,864	$272.0k0.06%	0.06%	Added +2.2k	+2,155 126.1%
98	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	865	$266.3k0.06%	0.06%	Unchanged
99	MODINE MFG CO COM MOD	MOD	1,838	$261.3k0.06%	0.06%	Reduced -508	-508 -21.6%
100	SK TELECOM CO LTD SPONSORED ADR SKM	SKM	11,971	$258.6k0.06%	0.06%	Added +1.2k	+1,156 10.7%

Sold out since Q2 2025

Security	Ticker	Shares held before	Value then
ISHARES TR AGG	AGG	7,004	$694.8k7.0k shares
AT&T INC T	T	22,571	$653.2k22.6k shares
AUTODESK INC ADSK	ADSK	1,840	$569.5k1.8k shares
NASDAQ INC NDAQ	NDAQ	5,630	$503.3k5.6k shares
STARBUCKS CORP SBUX	SBUX	4,809	$440.8k4.8k shares
AUTOZONE INC AZO	AZO	100	$371.2k100 shares
SMUCKER J M CO SJM	SJM	3,686	$362.0k3.7k shares
CHUBB LIMITED CB	CB	1,241	$359.5k1.2k shares
BOOKING HOLDINGS INC BKNG	BKNG	62	$358.9k62 shares
DELTA AIR LINES INC DEL DAL	DAL	7,285	$358.3k7.3k shares
EDWARDS LIFESCIENCES CORP EW	EW	4,474	$349.9k4.5k shares
IDEXX LABS INC IDXX	IDXX	652	$349.7k652 shares
BERKLEY W R CORP WRB	WRB	4,759	$349.7k4.8k shares
UNITED AIRLS HLDGS INC UAL	UAL	4,390	$349.6k4.4k shares
CARRIER GLOBAL CORPORATION CARR	CARR	4,703	$344.4k4.7k shares
OREILLY AUTOMOTIVE INC ORLY	ORLY	3,668	$330.6k3.7k shares
PG&E CORP PCG	PCG	23,546	$328.2k23.5k shares
FORD MTR CO F	F	29,877	$324.2k29.9k shares
PRIMO BRANDS CORPORATION PRMB	PRMB	10,863	$321.8k10.9k shares
LAM RESEARCH CORP LRCX	LRCX	3,219	$313.3k3.2k shares
SILA REALTY TRUST INC		12,977	$307.1k13.0k shares
WINTRUST FINL CORP WTFC	WTFC	2,473	$306.7k2.5k shares
NETFLIX INC NFLX	NFLX	223	$298.6k223 shares
HUBBELL INC HUBB	HUBB	714	$291.9k714 shares
CARDINAL HEALTH INC CAH	CAH	1,625	$273.4k1.6k shares