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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) |
|---|---|---|---|---|---|
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 2,953 shares | $257,783 |
| YORK WTR CO | COM | 987184108 | — | 8,437 shares | $256,635 |
| GE VERNOVA INC | COM | 36828A101 | — | 414 shares | $254,587 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 2,500 shares | $244,925 |
| DR REDDYS LABS LTD | ADR | 256135203 | — | 17,512 shares | $244,802 |
| LENNAR CORP | CL A | 526057104 | — | 1,916 shares | $241,498 |
| ECOLAB INC | COM | 278865100 | — | 878 shares | $240,934 |
| BUNGE GLOBAL SA | COM SHS | H11356104 | — | 2,951 shares | $239,953 |
| SMITH A O CORP | COM | 831865209 | — | 3,236 shares | $237,518 |
| TRUIST FINL CORP | COM | 89832Q109 | — | 5,147 shares | $235,321 |
| ROLLINS INC | COM | 775711104 | — | 3,993 shares | $234,703 |
| PEARSON PLC | SPONSORED ADR | 705015105 | — | 16,449 shares | $232,901 |
| INGERSOLL RAND INC | COM | 45687V106 | — | 2,816 shares | $232,661 |
| ARTESIAN RES CORP | CL A | 043113208 | — | 7,134 shares | $232,506 |
| PERIMETER SOLUTIONS INC | COMMON STOCK | 71385M107 | — | 10,344 shares | $231,600 |
| TELEFONICA S A | SPONSORED ADR | 879382208 | — | 44,539 shares | $226,266 |
| CHEVRON CORP NEW | COM | 166764100 | — | 1,441 shares | $223,768 |
| AON PLC | SHS CL A | G0403H108 | — | 622 shares | $221,793 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | — | 462 shares | $221,340 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 442 shares | $220,651 |
| CISCO SYS INC | COM | 17275R102 | — | 3,223 shares | $220,518 |
| AXON ENTERPRISE INC | COM | 05464C101 | — | 307 shares | $220,315 |
| SHINHAN FINANCIAL GROUP CO L | SPN ADR RESTRD | 824596100 | — | 4,181 shares | $210,525 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 987 shares | $209,815 |
| ISHARES TR | SELECT DIVID ETF | 464287168 | — | 1,431 shares | $203,315 |
| DANAHER CORPORATION | COM | 235851102 | — | 1,019 shares | $202,315 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 1,240 shares | $201,156 |
| WIPRO LTD | SPON ADR 1 SH | 97651M109 | — | 53,632 shares | $141,054 |