Gitterman Wealth Management, LLC

CIK

1861558

Location

Edison, NJ

Portfolio Value

Small $436,221,206

Diversification

Diversified

Filing Date

Global Rank

#3,763 / 8,113 ▼ 138 · as of Sep 2025

Top Industry

Consumer Electronics 13.1%

Period ended 1 year ago

Filed Nov 4, 2025 · 1y

19 quarters · since Mar 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Sep 30, 2025, never from the firm's own description.

Style

Concentrated

The top 10 positions are 86.7% of the book (60%+)

Turnover

Low turnover

27.0% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 8.5 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 82.8%; sector active share 71.6% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

127 tracked positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025

Top Position

19.3%

−0.1 pts

Top 5

65.0%

+1.7 pts

Top 10

86.7%

+3.2 pts

HHI

1,045

Diversified+53

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2025

Sector	% Portfolio	Value	Positions
Unclassified	83.9%	$365,875,434	22
Technology	4.9%	$21,410,385	13
Industrials	3.1%	$13,306,445	24
Utilities	2.1%	$8,992,515	15
Financial Services	1.5%	$6,626,820	17
Healthcare	1.3%	$5,718,924	7
Communication Services	1.2%	$5,215,664	6
Consumer Cyclical	0.7%	$3,074,465	7
Consumer Defensive	0.5%	$2,124,948	6
Energy	0.4%	$1,798,591	3
Real Estate	0.3%	$1,185,986	4
Basic Materials	0.2%	$891,029	3

Last Quarter's Activity

Export CSV

Sep 30, 2025 vs Jun 30, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SWIM	Latham Group, Inc.	+41,784	72,789	$553,924
WTTR	Select Water Solutions, Inc.	+27,692	43,374	$463,668
GWRS	Global Water Resources, Inc.	+20,364	31,584	$325,315
—		+19,392	424,957	$38,989,804
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	+15,423	1,401,122	$84,109,353
SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	+14,362	38,295	$953,162
CIG	Energy Co Of Minas Gerais	+13,619	161,340	$340,427
WTRG	Essential Utilities, Inc.	+11,972	23,933	$954,926
TTEK	Tetra Tech Inc	+11,754	30,211	$1,008,443
HTO	H2o America	+6,235	9,441	$459,776
CWT	California Water Service Group	+5,845	10,306	$472,942
CWCO	Consolidated Water Co. Ltd.	+4,654	8,320	$293,529
YORW	York Water Co	+4,611	8,437	$256,653
NVDA	Nvidia Corp	+4,297	8,214	$1,532,568
VLTO	Veralto Corp	+4,110	10,096	$1,076,334
ARTNA	Artesian Resources Corp	+3,921	7,134	$232,568
AWK	American Water Works Company, Inc.	+3,239	6,595	$917,958
CNM	Core & Main, Inc.	+3,189	13,439	$723,421
AWR	American States Water Co	+3,036	5,636	$413,231
AAPL	Apple Inc.	+3,016	36,222	$9,223,207
WMT	Walmart Inc.	+2,956	4,249	$437,901
WIT	Wipro Ltd	+2,851	53,632	$141,052
PNR	PENTAIR plc	+2,823	7,861	$870,684
ED	Consolidated Edison Inc	+2,794	5,026	$505,213
IR	Ingersoll Rand Inc.	+2,768	2,816	$232,657
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	−6,043	241,144	$36,432,035
VZ	Verizon Communications Inc	−4,798	6,883	$302,507
CSCO	Cisco Systems, Inc.	−3,993	3,223	$220,517
PRM	Perimeter Solutions, Inc.	−2,739	10,344	$231,602
—		−1,570	1,623,342	$58,748,746
GLD	Spdr Gold Trust	−1,208	78,262	$27,819,793
PHO	Victory Portfolios II	−1,047	368,922	$26,602,965
NVO	Novo Nordisk A S	−1,000	16,113	$894,110
MCD	Mcdonalds Corp	−816	979	$297,508
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−733	16,194	$5,314,384
VOO	VANGUARD 500 INDEX FUND	−566	97,320	$59,596,821
MOD	Modine Manufacturing Co	−508	1,838	$261,290
AAON	Aaon, Inc.	−445	9,074	$847,874
BRK-B	Berkshire Hathaway Inc	−400	1,418	$712,885
IEFA	iShares Core MSCI EAFE ETF	−394	2,953	$257,826
AXON	Axon Enterprise, Inc.	−264	307	$220,315
DE	Deere & Co	−256	955	$436,683
V	Visa Inc.	−208	841	$287,100
JNJ	Johnson & Johnson	−100	13,905	$2,578,265
—		−97	3,894	$295,982
DHR	Danaher Corp	−74	1,019	$202,026
IVV	iShares Core S&P 500 ETF	−63	7,351	$4,920,024
MA	Mastercard Inc	−62	507	$288,386
COST	Costco Wholesale Corp	−49	378	$349,888
MS	Morgan Stanley	−49	2,365	$375,940
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
ORI	Old Republic International Corp	7,299	$309,988
ADI	Analog Devices Inc	1,138	$279,606
TFC	Truist Financial Corp	5,147	$235,320
CVX	Chevron Corp	1,441	$223,772
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AGG	iShares Core U.S. Aggregate Bond ETF	7,004	$694,796
T	At&T Inc.	22,571	$653,204
ADSK	Autodesk, Inc.	1,840	$569,608
NDAQ	Nasdaq, Inc.	5,630	$503,434
SBUX	Starbucks Corp	4,809	$440,648
AZO	Autozone Inc	100	$371,223
SJM	J M SMUCKER Co	3,686	$361,965
CB	Chubb Ltd	1,241	$359,542
BKNG	Booking Holdings Inc.	62	$358,932
DAL	Delta Air Lines, Inc.	7,285	$358,276
EW	Edwards Lifesciences Corp	4,474	$349,911
IDXX	Idexx Laboratories Inc	652	$349,693
WRB	Berkley W R Corp	4,759	$349,643
UAL	United Airlines Holdings, Inc.	4,390	$349,575
CARR	CARRIER GLOBAL Corp	4,703	$344,212
ORLY	O Reilly Automotive Inc	3,668	$330,596
PCG	PG&E Corp	23,546	$328,231
F	Ford Motor Co	29,877	$324,165
PRMB	Primo Brands Corp	10,863	$321,762
LRCX	Lam Research Corp	3,219	$313,337
—		12,977	$307,140
WTFC	Wintrust Financial Corp	2,473	$306,602
NFLX	Netflix Inc	223	$298,625
HUBB	Hubbell Inc	714	$291,604
CAH	Cardinal Health Inc	1,625	$273,000
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

127 tracked positions · $436,221,206 total · filing declares 128 positions · $436,456,273 · as of Sep 30, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 127 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Added	1,401,122	+15,423	$84,109,353	+1.5%	19	before history	19.28%
VOO	VANGUARD 500 INDEX FUND	Reduced	97,320	-566	$59,596,821	+7.2%	3	unpriced	13.66%
		Reduced	1,623,342	-1,570	$58,748,746	+5.5%	3	$32.60	13.47%
		Added	424,957	+19,392	$38,989,804	+4.8%	7	$91.60	8.94%
GRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	Reduced	241,144	-6,043	$36,432,035	+6.0%	7	$110.22	8.35%
GLD	Spdr Gold Trust	Reduced	78,262	-1,208	$27,819,793	+14.8%	3	$264.54	6.38%
PHO	Victory Portfolios II	Reduced	368,922	-1,047	$26,602,965	+2.9%	3	$66.54	6.10%
HEFA	iShares Currency Hedged MSCI EAFE ETF	Added	442,646	+1,474	$17,533,208	+4.7%	3	unpriced	4.02%
AAPL	Apple Inc. Technology	Added	36,222	+3,016	$9,223,207	+35.4%	19	before history	2.11%
MSFT	Microsoft Corp Technology	Added	13,290	+2,049	$6,883,555	+23.1%	19	before history	1.58%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	16,194	-733	$5,314,384	+3.3%	5	unpriced	1.22%
IVV	iShares Core S&P 500 ETF	Reduced	7,351	-63	$4,920,024	+6.9%	19	before history	1.13%
JNJ	Johnson & Johnson Healthcare	Reduced	13,905	-100	$2,578,265	+20.5%	19	before history	0.59%
GOOGL	Alphabet Inc. Communication Services	Added	9,763	+1,678	$2,373,385	+66.6%	19	before history	0.54%
NEE	Nextera Energy Inc Utilities	Added	28,917	+1,791	$2,182,944	+15.9%	16	$74.93	0.50%
NVDA	Nvidia Corp Technology	Added	8,214	+4,297	$1,532,568	+147.6%	6	unpriced	0.35%
GOOG	Alphabet Inc. Communication Services	Added	6,025	+1,381	$1,467,388	+78.1%	19	before history	0.34%
NOC	Northrop Grumman Corp Industrials	Held	1,860	0	$1,133,335	+21.9%	15	$413.11	0.26%
XOM	ExxonMobil Holdings Corp Energy	Added	9,855	+2,376	$1,111,151	+37.8%	5	$114.42	0.25%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,921	+2,528	$1,080,503	+105.8%	19	before history	0.25%
VLTO	Veralto Corp Industrials	Added	10,096	+4,110	$1,076,334	+78.1%	8	$94.99	0.25%
XYL	Xylem Inc. Industrials	Added	6,991	+1,058	$1,031,172	+34.4%	10	$114.47	0.24%
TTEK	Tetra Tech Inc Industrials	Added	30,211	+11,754	$1,008,443	+51.9%	10	$34.57	0.23%
UNH	Unitedhealth Group Inc Healthcare	Added	2,909	+323	$1,004,477	+24.5%	19	before history	0.23%
IWF	iShares Russell 1000 Growth ETF	Held	2,111	0	$988,813	+10.3%	19	before history	0.23%
WTRG	Essential Utilities, Inc. Utilities	Added	23,933	+11,972	$954,926	+115.0%	9	$38.04	0.22%
SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp Utilities	Added	38,295	+14,362	$953,162	+81.3%	3	$19.48	0.22%
TBIL	F/m US Treasury 3 Month Bill Fund	Added	18,568	+2,192	$928,400	+13.4%	7	$49.95	0.21%
AWK	American Water Works Company, Inc. Utilities	Added	6,595	+3,239	$917,958	+96.6%	12	$138.33	0.21%
NVO	Novo Nordisk A S Healthcare	Reduced	16,113	-1,000	$894,110	−24.3%	19	before history	0.20%
PNR	PENTAIR plc Industrials	Added	7,861	+2,823	$870,684	+68.3%	10	$83.19	0.20%
AAON	Aaon, Inc. Industrials	Reduced	9,074	-445	$847,874	+20.8%	19	before history	0.19%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,628	+50	$828,950	+10.9%	19	before history	0.19%
NUBD	Nuveen ESG U.S. Aggregate Bond ETF	Added	36,753	+2,532	$825,288	+8.3%	18	$23.59	0.19%
HON	Honeywell International Inc Industrials	Added	3,760	+906	$791,479	+19.1%	19	before history	0.18%
IBM	International Business Machines Corp Technology	Added	2,693	+623	$759,856	+24.5%	19	before history	0.17%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	1	0	$754,200	+3.5%	19	before history	0.17%
STN	Stantec Inc Industrials	Added	6,897	+1,636	$743,496	+30.0%	12	$72.06	0.17%
CNM	Core & Main, Inc. Industrials	Added	13,439	+3,189	$723,421	+16.9%	8	$44.01	0.17%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,418	-400	$712,885	−19.3%	19	before history	0.16%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	5,865	+1,354	$585,385	+38.1%	4	$81.12	0.13%
META	Meta Platforms, Inc. Communication Services	Added	791	+652	$580,894	+466.2%	2	$722.08	0.13%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,751	+780	$576,341	+21.8%	19	before history	0.13%
WMS	Advanced Drainage Systems, Inc. Industrials	Added	4,130	+1,610	$572,831	+97.9%	3	$121.74	0.13%
AVGO	Broadcom Inc. Technology	Added	1,688	+1,563	$556,888	+1516.2%	2	$300.15	0.13%
SWIM	Latham Group, Inc. Industrials	Added	72,789	+41,784	$553,924	+180.0%	9	$5.63	0.13%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,824	+161	$509,424	+35.3%	6	$163.02	0.12%
ED	Consolidated Edison Inc Utilities	Added	5,026	+2,794	$505,213	+125.6%	5	$99.58	0.12%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,222	+728	$495,142	+173.4%	2	$380.53	0.11%
QQQ	Invesco Qqq Trust, Series 1	Held	794	0	$476,693	+8.8%	19	before history	0.11%

Showing the top 50 of 127 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.