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Gitterman Wealth Management, LLC
Period ended Sep 30, 2025 · Latest filing Nov 4, 2025
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2025: $436,456,273
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2025. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD SCOTTSDALE FDS · INTER TERM TREAS · 92206C706 · shares: $84,109,095
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $59,600,187
- 2023 ETF SERIES TRUST II · GMO US QUALITY E · 90139K100 · shares: $58,748,774
- SPDR SERIES TRUST · BLOOMBERG 1-3 MO · 78468R663 · shares: $38,989,880
- FIRST TR EXCHANGE TRADED FD · NASDQ CLN EDGE · 33737A108 · shares: $36,431,756
- SPDR GOLD TR · GOLD SHS · 78463V107 · shares: $27,819,790
- INVESCO EXCHANGE TRADED FD T · WATER RES ETF · 46137V142 · shares: $26,603,327
- ISHARES TR · HDG MSCI EAFE · 46434V803 · shares: $17,533,432
- APPLE INC · COM · 037833100 · shares: $9,223,162
- MICROSOFT CORP · COM · 594918104 · shares: $6,883,754
Reported holdings
128 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | — | 1,401,122 shares | $84,109,095 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 97,320 shares | $59,600,187 |
| 2023 ETF SERIES TRUST II | GMO US QUALITY E | 90139K100 | — | 1,623,342 shares | $58,748,774 |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 | — | 424,957 shares | $38,989,880 |
| FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | 33737A108 | — | 241,144 shares | $36,431,756 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 78,262 shares | $27,819,790 |
| INVESCO EXCHANGE TRADED FD T | WATER RES ETF | 46137V142 | — | 368,922 shares | $26,603,327 |
| ISHARES TR | HDG MSCI EAFE | 46434V803 | — | 442,646 shares | $17,533,432 |
| APPLE INC | COM | 037833100 | — | 36,222 shares | $9,223,162 |
| MICROSOFT CORP | COM | 594918104 | — | 13,290 shares | $6,883,754 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | — | 16,194 shares | $5,314,268 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 7,351 shares | $4,920,012 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 13,905 shares | $2,578,207 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 9,763 shares | $2,373,448 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 28,917 shares | $2,182,897 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 8,214 shares | $1,532,593 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 6,025 shares | $1,467,451 |
| NORTHROP GRUMMAN CORP | COM | 666807102 | — | 1,860 shares | $1,133,335 |
| EXXON MOBIL CORP | COM | 30231G102 | — | 9,855 shares | $1,111,078 |
| AMAZON COM INC | COM | 023135106 | — | 4,921 shares | $1,080,505 |
| VERALTO CORP | COM SHS | 92338C103 | — | 10,096 shares | $1,076,467 |
| XYLEM INC | COM | 98419M100 | — | 6,991 shares | $1,031,109 |
| TETRA TECH INC NEW | COM | 88162G103 | — | 30,211 shares | $1,008,393 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 2,909 shares | $1,004,487 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 2,111 shares | $988,814 |
| ESSENTIAL UTILS INC | COM | 29670G102 | — | 23,933 shares | $954,873 |
| COMPANHIA DE SANEAMENTO BASI | SPONSORED ADR | 20441A102 | — | 38,295 shares | $953,212 |
| RBB FD INC | US TREAS 3 MNTH | 74933W452 | — | 18,568 shares | $928,383 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 | — | 6,595 shares | $917,884 |
| NOVO-NORDISK A S | ADR | 670100205 | — | 16,113 shares | $894,110 |
| PENTAIR PLC | SHS | G7S00T104 | — | 7,861 shares | $870,758 |
| AAON INC | COM PAR $0.004 | 000360206 | — | 9,074 shares | $847,932 |
| JPMORGAN CHASE & CO. | COM | 46625H100 | — | 2,628 shares | $829,166 |
| NUSHARES ETF TR | NUVEEN ESG US | 67092P870 | — | 36,753 shares | $825,273 |
| HONEYWELL INTL INC | COM | 438516106 | — | 3,760 shares | $791,481 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 2,693 shares | $759,878 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 1 shares | $754,200 |
| STANTEC INC | COM | 85472N109 | — | 6,897 shares | $743,364 |
| CORE & MAIN INC | CL A | 21874C102 | — | 13,439 shares | $723,425 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 1,418 shares | $712,885 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 | — | 5,865 shares | $585,385 |
| META PLATFORMS INC | CL A | 30303M102 | — | 791 shares | $580,954 |
| PROCTER AND GAMBLE CO | COM | 742718109 | — | 3,751 shares | $576,298 |
| ADVANCED DRAIN SYS INC DEL | COM | 00790R104 | — | 4,130 shares | $572,884 |
| BROADCOM INC | COM | 11135F101 | — | 1,688 shares | $557,040 |
| LATHAM GROUP INC | COM | 51819L107 | — | 72,789 shares | $553,927 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | — | 1,824 shares | $509,862 |
| CONSOLIDATED EDISON INC | COM | 209115104 | — | 5,026 shares | $505,208 |
| HOME DEPOT INC | COM | 437076102 | — | 1,222 shares | $495,147 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 794 shares | $476,694 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | — | 1,455 shares | $474,854 |
| CALIFORNIA WTR SVC GROUP | COM | 130788102 | — | 10,306 shares | $472,927 |
| JACOBS SOLUTIONS INC | COM | 46982L108 | — | 3,114 shares | $466,542 |
| SELECT WATER SOLUTIONS INC | CL A COM | 81617J301 | — | 43,374 shares | $463,668 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 | — | 3,607 shares | $462,614 |
| KKR & CO INC | COM | 48251W104 | — | 3,551 shares | $461,453 |
| H2O AMERICA | COM | 784305104 | — | 9,441 shares | $459,729 |
| WALMART INC | COM | 931142103 | — | 4,249 shares | $437,905 |
| DEERE & CO | COM | 244199105 | — | 955 shares | $436,692 |
| TESLA INC | COM | 88160R101 | — | 971 shares | $431,821 |
| VULCAN MATLS CO | COM | 929160109 | — | 1,362 shares | $418,974 |
| AMER STATES WTR CO | COM | 029899101 | — | 5,636 shares | $413,392 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 1,161 shares | $385,638 |
| HSBC HLDGS PLC | SPON ADR NEW | 404280406 | — | 5,358 shares | $380,364 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 2,365 shares | $375,940 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 462 shares | $368,124 |
| SAP SE | SPON ADR | 803054204 | — | 1,362 shares | $364,687 |
| ORACLE CORP | COM | 68389X105 | — | 1,295 shares | $364,201 |
| ORMAT TECHNOLOGIES INC | COM | 686688102 | — | 3,691 shares | $355,333 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | — | 378 shares | $349,696 |
| LINDSAY CORP | COM | 535555106 | — | 2,485 shares | $349,249 |
| GE AEROSPACE | COM NEW | 369604301 | — | 1,157 shares | $348,048 |
| VALMONT INDS INC | COM | 920253101 | — | 888 shares | $345,070 |
| CIA ENERGETICA DE MINAS GERA | SP ADR N-V PFD | 204409601 | — | 161,340 shares | $340,428 |
| ELI LILLY & CO | COM | 532457108 | — | 436 shares | $332,668 |
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | — | 1,598 shares | $330,533 |
| NATIONAL GRID PLC | SPONSORED ADR NE | 636274409 | — | 4,522 shares | $328,643 |
| FIRSTSERVICE CORP NEW | COM | 33767E202 | — | 1,715 shares | $327,015 |
| GLOBAL WTR RES INC | COM | 379463102 | — | 31,584 shares | $325,310 |
| PEPSICO INC | COM | 713448108 | — | 2,278 shares | $320,029 |
| OLD REP INTL CORP | COM | 680223104 | — | 7,299 shares | $309,994 |
| COMFORT SYS USA INC | COM | 199908104 | — | 375 shares | $309,556 |
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | — | 1,589 shares | $307,097 |
| ROYAL BK CDA | COM | 780087102 | — | 2,084 shares | $307,036 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 6,883 shares | $302,500 |
| MCDONALDS CORP | COM | 580135101 | — | 979 shares | $297,509 |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 33734X846 | — | 3,894 shares | $295,960 |
| CONSOLIDATED WATER CO INC | ORD | G23773107 | — | 8,320 shares | $293,567 |
| INTERCONTINENTAL HOTELS GROU | SPONSORED ADS | 45857P806 | — | 2,420 shares | $293,436 |
| KB FINL GROUP INC | SPONSORED ADR | 48241A105 | — | 3,492 shares | $289,455 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 507 shares | $288,888 |
| VISA INC | COM CL A | 92826C839 | — | 841 shares | $288,165 |
| SPROTT FDS TR | URANIUM MINERS E | 85208P303 | — | 4,697 shares | $283,837 |
| ANALOG DEVICES INC | COM | 032654105 | — | 1,138 shares | $279,614 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 | — | 1,437 shares | $276,432 |
| EQUINIX INC | COM | 29444U700 | — | 352 shares | $275,945 |
| MASCO CORP | COM | 574599106 | — | 3,864 shares | $271,970 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | — | 865 shares | $266,299 |
| MODINE MFG CO | COM | 607828100 | — | 1,838 shares | $261,290 |
| SK TELECOM CO LTD | SPONSORED ADR | 78440P306 | — | 11,971 shares | $258,574 |