Gitterman Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$51.6M |
| 2 |
GMO US Quality ETF
QLTY
|
+$51.5M |
| 3 |
Invesco Water Resources ETF
PHO
|
+$24.2M |
| 4 |
SPDR Gold Trust
GLD
|
+$21M |
| 5 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$15.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$24.7M |
| 2 |
iShares US Technology ETF
IYW
|
+$9.86M |
| 3 |
IBM
IBM
|
+$1.05M |
| 4 |
HP
HPQ
|
+$535K |
| 5 |
Apple
AAPL
|
+$506K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 4.25% |
| 2 | Industrials | 2.42% |
| 3 | Healthcare | 2.33% |
| 4 | Financials | 2.05% |
| 5 | Utilities | 1.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
M&T Bank
MTB
$36.1B
| – | – |
-1,109
| Closed | -$209K |
|
152
ServiceNow
NOW
$121B
| – | – |
-975
| Closed | -$207K |
|
153
NetApp
NTAP
$37.6B
| – | – |
-1,900
| Closed | -$221K |
|
154
O'Reilly Automotive
ORLY
$76.2B
| – | – |
-4,035
| Closed | -$319K |
|
155
PACCAR
PCAR
$69.5B
| – | – |
-3,392
| Closed | -$353K |
|
156
Rentokil
RTO
$12.3B
| – | – |
-8,578
| Closed | -$217K |
|
157
TJX Companies
TJX
$179B
| – | – |
-2,846
| Closed | -$344K |
|
158
Tyson Foods
TSN
$20.6B
| – | – |
-5,757
| Closed | -$331K |
|
159
Vanguard Short-Term Treasury ETF
VGSH
$29.2B
| – | – |
-4,327
| Closed | -$252K |
|
160
Vertiv
VRT
$106B
| – | – |
-1,833
| Closed | -$208K |
|
161
Verizon
VZ
$195B
| – | – |
-11,453
| Closed | -$458K |
|
162
Wells Fargo
WFC
$265B
| – | – |
-5,377
| Closed | -$378K |
|
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Gitterman Wealth Management's Q1 2025 Portfolio in Review
As of Q1 2025, Gitterman Wealth Management held 162 positions worth $377M, up 57% from $239M the previous quarter. Its ten largest holdings account for 84% of the portfolio.
Gitterman Wealth Management deployed $143M of net new capital in Q1 2025, opening 34 new positions and adding to 61 existing holdings. Its largest new stake was Vanguard S&P 500 ETF: 95,426 shares worth $49M.
By sector, the portfolio is most concentrated in Technology at 4.2% of assets, down from 8.1% a quarter earlier, followed by Industrials and Healthcare.
On the sell side, the largest reduction was Vanguard Intermediate-Term Treasury ETF, an estimated $24.7M trimmed.
- Gitterman Wealth Management's largest Q1 2025 buy was Vanguard S&P 500 ETF: 95,426 shares worth $49M.
- Gitterman Wealth Management added most to State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2025, an estimated $12M increase.
- Gitterman Wealth Management's biggest Q1 2025 reduction was Vanguard Intermediate-Term Treasury ETF, cutting an estimated $24.7M.
- Gitterman Wealth Management fully exited iShares US Technology ETF in Q1 2025, selling an estimated $9.86M.
- Gitterman Wealth Management's ten largest holdings make up 84% of its $377M portfolio in Q1 2025.
- Gitterman Wealth Management opened 34 new positions and closed 31 in Q1 2025.
- Gitterman Wealth Management's portfolio value rose 57% quarter-over-quarter to $377M.
Based on Gitterman Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.