2025 Q3 Portfolio Activity
In 2025 Q3, Gitterman Wealth Management, LLC maintained a portfolio of 343 distinct positions. The most significant new addition was OLD REP INTL CORP, now representing 0.07% of the total fund value. They heavily accumulated shares in APPLE INC, increasing the position by 9.1%.
Position History
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Total Positions
343
Quarter
2025 Q3
Top Holding
VGIT (19.3%)
Top 10 Concentration
83.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 343
Gitterman Wealth Management, LLC Full Holdings List — 2025 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 19.27% | 19.31% |
#1
Prev: #1
|
6.5 |
—
|
15,423 | 1.1% |
P
S
|
1,401,122 | $84,109,095 | 2021 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 13.66% | 12.96% |
#2
1
Prev: #3
|
6.0 |
—
|
-566 | -0.6% |
P
S
|
97,320 | $59,600,187 | 2025 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
QLTY
2023 ETF SERIES...
|
ETF | 13.46% | 12.97% |
#3
1
Prev: #2
|
5.5 |
—
|
-1,570 | -0.1% |
P
S
|
1,623,342 | $58,748,774 | 2025 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 8.93% | 8.67% |
#4
Prev: #4
|
4.6 |
—
|
19,392 | 4.8% |
P
S
|
424,957 | $38,989,880 | 2024 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
GRID
FIRST TR EXCHAN...
|
ETF | 8.35% | 8.01% |
#5
Prev: #5
|
4.3 |
—
|
-6,043 | -2.4% |
P
S
|
241,144 | $36,431,756 | 2024 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
GLD
SPDR GOLD TR
|
ETF | 6.37% | 5.64% |
#6
1
Prev: #7
|
3.0 |
—
|
-1,208 | -1.5% |
P
S
|
78,262 | $27,819,790 | 2025 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
PHO
INVESCO EXCHANG...
|
ETF | 6.10% | 6.03% |
#7
1
Prev: #6
|
2.9 |
—
|
-1,047 | -0.3% |
P
S
|
368,922 | $26,603,327 | 2025 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
HEFA
ISHARES TR
|
ETF | 4.02% | 3.90% |
#8
Prev: #8
|
2.1 |
—
|
1,474 | 0.3% |
P
S
|
442,646 | $17,533,432 | 2025 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 2.11% | 1.59% |
#9
Prev: #9
|
2.8 |
—
|
3,016 | 9.1% |
P
S
|
36,222 | $9,223,162 | 2021 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.58% | 1.30% |
#10
Prev: #10
|
2.6 |
—
|
2,049 | 18.2% |
P
S
|
13,290 | $6,883,754 | 2021 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.22% | 1.20% |
#11
Prev: #11
|
1.0 |
—
|
-733 | -4.3% |
P
S
|
16,194 | $5,314,268 | 2024 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
IVV
ISHARES TR
|
ETF | 1.13% | 1.07% |
#12
Prev: #12
|
1.0 |
—
|
-63 | -0.8% |
P
S
|
7,351 | $4,920,012 | 2021 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.59% | 0.50% |
#13
Prev: #13
|
0.7 |
—
|
-100 | -0.7% |
P
S
|
13,905 | $2,578,207 | 2021 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.54% | 0.33% |
#14
1
Prev: #15
|
2.7 |
—
|
1,678 | 20.8% |
P
S
|
9,763 | $2,373,448 | 2021 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.50% | 0.44% |
#15
1
Prev: #14
|
2.2 |
—
|
1,791 | 6.6% |
P
S
|
28,917 | $2,182,897 | 2021 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.35% | 0.14% |
#16
17
Prev: #33
|
3.1 |
—
|
4,297 | 109.7% |
P
S
|
8,214 | $1,532,593 | 2024 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.34% | 0.19% |
#17
3
Prev: #20
|
2.6 |
—
|
1,381 | 29.7% |
P
S
|
6,025 | $1,467,451 | 2021 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
NOC
NORTHROP GRUMMA...
|
Industrials | 0.26% | 0.22% |
#18
1
Prev: #17
|
1.1 |
—
|
no change | no change |
P
S
|
1,860 | $1,133,335 | 2022 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.25% | 0.19% |
#19
4
Prev: #23
|
2.6 |
—
|
2,376 | 31.8% |
P
S
|
9,855 | $1,111,078 | 2024 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.25% | 0.12% |
#20
21
Prev: #41
|
3.1 |
—
|
2,528 | 105.6% |
P
S
|
4,921 | $1,080,505 | 2021 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
VLTO
VERALTO CORP
|
Industrials | 0.25% | 0.14% |
#21
16
Prev: #37
|
3.1 |
—
|
4,110 | 68.7% |
P
S
|
10,096 | $1,076,467 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
XYL
XYLEM INC
|
Industrials | 0.24% | 0.18% |
#22
2
Prev: #24
|
2.1 |
—
|
1,058 | 17.8% |
P
S
|
6,991 | $1,031,109 | 2023 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
TTEK
TETRA TECH INC ...
|
Industrials | 0.23% | 0.15% |
#23
8
Prev: #31
|
3.1 |
—
|
11,754 | 63.7% |
P
S
|
30,211 | $1,008,393 | 2023 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.23% | 0.19% |
#24
2
Prev: #22
|
2.1 |
—
|
323 | 12.5% |
P
S
|
2,909 | $1,004,487 | 2021 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
IWF
ISHARES TR
|
ETF | 0.23% | 0.21% |
#25
7
Prev: #18
|
1.1 |
—
|
no change | no change |
P
S
|
2,111 | $988,814 | 2021 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
WTRG
ESSENTIAL UTILS...
|
Utilities | 0.22% | 0.10% |
#26
25
Prev: #51
|
3.1 |
—
|
11,972 | 100.1% |
P
S
|
23,933 | $954,873 | 2023 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
SBS
COMPANHIA DE SA...
|
Utilities | 0.22% | 0.12% |
#27
13
Prev: #40
|
3.1 |
—
|
14,362 | 60.0% |
P
S
|
38,295 | $953,212 | 2022 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
TBIL
RBB FD INC
|
Bond/Debt | 0.21% | 0.19% |
#28
7
Prev: #21
|
2.1 |
—
|
2,192 | 13.4% |
P
S
|
18,568 | $928,383 | 2024 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
AWK
AMERICAN WTR WK...
|
Utilities | 0.21% | 0.11% |
#29
21
Prev: #50
|
3.1 |
—
|
3,239 | 96.5% |
P
S
|
6,595 | $917,884 | 2021 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
NVO
NOVO-NORDISK A ...
|
Healthcare | 0.20% | 0.28% |
#30
14
Prev: #16
|
0.6 |
—
|
-1,000 | -5.8% |
P
S
|
16,113 | $894,110 | 2021 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
PNR
PENTAIR PLC
|
Industrials | 0.20% | 0.12% |
#31
12
Prev: #43
|
3.1 |
—
|
2,823 | 56.0% |
P
S
|
7,861 | $870,758 | 2021 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
AAON
AAON INC
|
Industrials | 0.19% | 0.16% |
#32
4
Prev: #28
|
0.6 |
—
|
-445 | -4.7% |
P
S
|
9,074 | $847,932 | 2021 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.19% | 0.17% |
#33
7
Prev: #26
|
0.6 |
—
|
50 | 1.9% |
P
S
|
2,628 | $829,166 | 2021 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
NUBD
NUSHARES ETF TR
|
ETF | 0.19% | 0.18% |
#34
9
Prev: #25
|
2.1 |
—
|
2,532 | 7.4% |
P
S
|
36,753 | $825,273 | 2021 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
HON
HONEYWELL INTL ...
|
Industrials | 0.18% | 0.15% |
#35
5
Prev: #30
|
2.6 |
—
|
906 | 31.7% |
P
S
|
3,760 | $791,481 | 2021 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.17% | 0.14% |
#36
Prev: #36
|
2.6 |
—
|
623 | 30.1% |
P
S
|
2,693 | $759,878 | 2021 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 0.17% | 0.17% |
#37
10
Prev: #27
|
1.1 |
—
|
no change | no change |
P
S
|
1 | $754,200 | 2021 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
STN
STANTEC INC
|
Industrials | 0.17% | 0.13% |
#38
Prev: #38
|
2.6 |
—
|
1,636 | 31.1% |
P
S
|
6,897 | $743,364 | 2021 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
CNM
CORE & MAIN INC
|
Industrials | 0.17% | 0.14% |
#39
5
Prev: #34
|
2.6 |
—
|
3,189 | 31.1% |
P
S
|
13,439 | $723,425 | 2022 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.16% | 0.21% |
#40
21
Prev: #19
|
0.1 |
—
|
-400 | -22.0% |
P
S
|
1,418 | $712,885 | 2021 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
FBTC
FIDELITY WISE O...
|
Unknown | 0.13% | 0.10% |
#41
13
Prev: #54
|
2.6 |
—
|
1,354 | 30.0% |
P
S
|
5,865 | $585,385 | 2024 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.13% | 0.02% |
#42
207
Prev: #249
|
3.1 |
—
|
652 | 469.1% |
P
S
|
791 | $580,954 | 2025 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
PG
PROCTER AND GAM...
|
Consumer Defensive | 0.13% | 0.11% |
#43
4
Prev: #47
|
2.6 |
—
|
780 | 26.3% |
P
S
|
3,751 | $576,298 | 2021 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
WMS
ADVANCED DRAIN ...
|
Industrials | 0.13% | 0.07% |
#44
43
Prev: #87
|
3.1 |
—
|
1,610 | 63.9% |
P
S
|
4,130 | $572,884 | 2024 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 0.13% | 0.01% |
#45
253
Prev: #298
|
3.1 |
—
|
1,563 | 1250.4% |
P
S
|
1,688 | $557,040 | 2024 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
SWIM
LATHAM GROUP IN...
|
Industrials | 0.13% | 0.05% |
#46
104
Prev: #150
|
3.1 |
—
|
41,784 | 134.8% |
P
S
|
72,789 | $553,927 | 2023 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.12% | 0.09% |
#47
10
Prev: #57
|
2.0 |
—
|
161 | 9.7% |
P
S
|
1,824 | $509,862 | 2021 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
ED
CONSOLIDATED ED...
|
Utilities | 0.12% | 0.05% |
#48
78
Prev: #126
|
3.0 |
—
|
2,794 | 125.2% |
P
S
|
5,026 | $505,208 | 2021 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.11% | 0.04% |
#49
115
Prev: #164
|
3.0 |
—
|
728 | 147.4% |
P
S
|
1,222 | $495,147 | 2022 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.11% | 0.10% |
#50
3
Prev: #53
|
1.0 |
—
|
no change | no change |
P
S
|
794 | $476,694 | 2021 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) |
Showing 1-50 of 343 holdings