Gitterman Wealth Management, LLC

CIK 0001861558 • 3 13F filings • May 14, 2025 – Nov 4, 2025

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Filer information

Filed by: Gitterman Wealth Management, LLC, Director of Operations
Address: 379 Thornall Street, 6th Floor, Edison, NJ, 08837
Phone: 848-248-4869
AUM: $436.5M

AUM over time

$436.5M latest

Sector allocation over time

Past 3 quarters

Q3 2025

Q2 2025

Q1 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $436.5M128 positionsView on SEC.gov

			% of Portfolio
2023 ETF SERIES TRUST II	GMO US QUALITY E	$58.7M	13.5%Prev: 13.0%	1,623,342 SH	Increased-1,570 SH
AAON INC	COM PAR $0.004	$848K	0.2%Prev: 0.2%	9,074 SH	Increased-445 SH
ADVANCED DRAIN SYS INC DEL	COM	$573K	0.1%Prev: 0.1%	4,130 SH	Increased+1,610 SH
ALPHABET INC	CAP STK CL A	$2.4M	0.5%Prev: 0.3%	9,763 SH	Increased+1,678 SH
ALPHABET INC	CAP STK CL C	$1.5M	0.3%Prev: 0.2%	6,025 SH	Increased+1,381 SH
AMAZON COM INC	COM	$1.1M	0.2%Prev: 0.1%	4,921 SH	Increased+2,528 SH
AMER STATES WTR CO	COM	$413K	0.1%Prev: 0.0%	5,636 SH	Increased+3,036 SH
AMERICAN EXPRESS CO	COM	$386K	0.1%Prev: 0.1%	1,161 SH	Increased
AMERICAN TOWER CORP NEW	COM	$276K	0.1%Prev: 0.0%	1,437 SH	Increased+469 SH
AMERICAN WTR WKS CO INC NEW	COM	$918K	0.2%Prev: 0.1%	6,595 SH	Increased+3,239 SH
ANALOG DEVICES INC	COM	$280K	0.1%	1,138 SH	New
AON PLC	SHS CL A	$222K	0.1%Prev: 0.1%	622 SH	Decreased
APPLE INC	COM	$9.2M	2.1%Prev: 1.6%	36,222 SH	Increased+3,016 SH
ARTESIAN RES CORP	CL A	$233K	0.1%Prev: 0.0%	7,134 SH	Increased+3,921 SH
AXON ENTERPRISE INC	COM	$220K	0.1%Prev: 0.1%	307 SH	Decreased-264 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$754K	0.2%Prev: 0.2%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$713K	0.2%Prev: 0.2%	1,418 SH	Decreased-400 SH
BROADCOM INC	COM	$557K	0.1%Prev: 0.0%	1,688 SH	Increased+1,563 SH
BUNGE GLOBAL SA	COM SHS	$240K	0.1%Prev: 0.0%	2,951 SH	Increased+589 SH
CALIFORNIA WTR SVC GROUP	COM	$473K	0.1%Prev: 0.0%	10,306 SH	Increased+5,845 SH
CAPITAL ONE FINL CORP	COM	$210K	0.0%Prev: 0.0%	987 SH	Increased+709 SH
CHECK POINT SOFTWARE TECH LT	ORD	$331K	0.1%Prev: 0.1%	1,598 SH	Decreased+70 SH
CHEVRON CORP NEW	COM	$224K	0.1%	1,441 SH	New
CIA ENERGETICA DE MINAS GERA	SP ADR N-V PFD	$340K	0.1%Prev: 0.1%	161,340 SH	Increased+13,619 SH
CISCO SYS INC	COM	$221K	0.1%Prev: 0.1%	3,223 SH	Decreased-3,993 SH
COMFORT SYS USA INC	COM	$310K	0.1%Prev: 0.0%	375 SH	Increased+181 SH
COMPANHIA DE SANEAMENTO BASI	SPONSORED ADR	$953K	0.2%Prev: 0.1%	38,295 SH	Increased+14,362 SH
CONSOLIDATED EDISON INC	COM	$505K	0.1%Prev: 0.1%	5,026 SH	Increased+2,794 SH
CONSOLIDATED WATER CO INC	ORD	$294K	0.1%Prev: 0.0%	8,320 SH	Increased+4,654 SH
CORE & MAIN INC	CL A	$723K	0.2%Prev: 0.1%	13,439 SH	Increased+3,189 SH
COSTCO WHSL CORP NEW	COM	$350K	0.1%Prev: 0.1%	378 SH	Decreased-49 SH
DANAHER CORPORATION	COM	$202K	0.0%Prev: 0.1%	1,019 SH	Decreased-74 SH
DEERE & CO	COM	$437K	0.1%Prev: 0.1%	955 SH	Decreased-256 SH
DR REDDYS LABS LTD	ADR	$245K	0.1%Prev: 0.1%	17,512 SH	Increased+1,675 SH
ECOLAB INC	COM	$241K	0.1%Prev: 0.0%	878 SH	Increased+390 SH
ELI LILLY & CO	COM	$333K	0.1%Prev: 0.1%	436 SH	Increased+101 SH
EQUINIX INC	COM	$276K	0.1%Prev: 0.0%	352 SH	Increased+91 SH
ESSENTIAL UTILS INC	COM	$955K	0.2%Prev: 0.1%	23,933 SH	Increased+11,972 SH
EXXON MOBIL CORP	COM	$1.1M	0.3%Prev: 0.2%	9,855 SH	Increased+2,376 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$585K	0.1%Prev: 0.1%	5,865 SH	Increased+1,354 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$296K	0.1%Prev: 0.1%	3,894 SH	Decreased-97 SH
FIRST TR EXCHANGE TRADED FD	NASDQ CLN EDGE	$36.4M	8.3%Prev: 8.0%	241,144 SH	Increased-6,043 SH
FIRSTSERVICE CORP NEW	COM	$327K	0.1%Prev: 0.1%	1,715 SH	Increased+259 SH
GE AEROSPACE	COM NEW	$348K	0.1%Prev: 0.0%	1,157 SH	Increased+761 SH
GE VERNOVA INC	COM	$255K	0.1%Prev: 0.0%	414 SH	Increased+316 SH
GLOBAL WTR RES INC	COM	$325K	0.1%Prev: 0.0%	31,584 SH	Increased+20,364 SH
GOLDMAN SACHS GROUP INC	COM	$368K	0.1%Prev: 0.0%	462 SH	Increased+413 SH
H2O AMERICA	COM	$460K	0.1%Prev: 0.0%	9,441 SH	Increased+6,235 SH
HOME DEPOT INC	COM	$495K	0.1%Prev: 0.0%	1,222 SH	Increased+728 SH
HONEYWELL INTL INC	COM	$791K	0.2%Prev: 0.2%	3,760 SH	Increased+906 SH
HSBC HLDGS PLC	SPON ADR NEW	$380K	0.1%Prev: 0.1%	5,358 SH	Increased+468 SH
INGERSOLL RAND INC	COM	$233K	0.1%Prev: 0.0%	2,816 SH	Increased+2,768 SH
INTERCONTINENTAL HOTELS GROU	SPONSORED ADS	$293K	0.1%Prev: 0.1%	2,420 SH	Increased+222 SH
INTERNATIONAL BUSINESS MACHS	COM	$760K	0.2%Prev: 0.1%	2,693 SH	Increased+623 SH
INVESCO EXCHANGE TRADED FD T	WATER RES ETF	$26.6M	6.1%Prev: 6.0%	368,922 SH	Increased-1,047 SH
INVESCO QQQ TR	UNIT SER 1	$477K	0.1%Prev: 0.1%	794 SH	Increased
ISHARES TR	CORE MSCI EAFE	$258K	0.1%Prev: 0.1%	2,953 SH	Decreased-394 SH
ISHARES TR	CORE S&P500 ETF	$4.9M	1.1%Prev: 1.1%	7,351 SH	Increased-63 SH
ISHARES TR	HDG MSCI EAFE	$17.5M	4.0%Prev: 3.9%	442,646 SH	Increased+1,474 SH
ISHARES TR	RUS 1000 GRW ETF	$989K	0.2%Prev: 0.2%	2,111 SH	Increased
ISHARES TR	SELECT DIVID ETF	$203K	0.0%Prev: 0.0%	1,431 SH	Increased
JACOBS SOLUTIONS INC	COM	$467K	0.1%Prev: 0.1%	3,114 SH	Increased+401 SH
JOHNSON & JOHNSON	COM	$2.6M	0.6%Prev: 0.5%	13,905 SH	Increased-100 SH
JPMORGAN CHASE & CO.	COM	$829K	0.2%Prev: 0.2%	2,628 SH	Increased+50 SH
KB FINL GROUP INC	SPONSORED ADR	$289K	0.1%Prev: 0.1%	3,492 SH	Increased+292 SH
KKR & CO INC	COM	$461K	0.1%Prev: 0.1%	3,551 SH	Decreased
LATHAM GROUP INC	COM	$554K	0.1%Prev: 0.0%	72,789 SH	Increased+41,784 SH
LENNAR CORP	CL A	$241K	0.1%Prev: 0.0%	1,916 SH	Increased+1,694 SH
LINDSAY CORP	COM	$349K	0.1%Prev: 0.1%	2,485 SH	Increased+693 SH
LOCKHEED MARTIN CORP	COM	$221K	0.1%Prev: 0.0%	442 SH	Increased
MASCO CORP	COM	$272K	0.1%Prev: 0.0%	3,864 SH	Increased+2,155 SH
MASTERCARD INCORPORATED	CL A	$289K	0.1%Prev: 0.1%	507 SH	Decreased-62 SH
MCDONALDS CORP	COM	$298K	0.1%Prev: 0.1%	979 SH	Decreased-816 SH
META PLATFORMS INC	CL A	$581K	0.1%Prev: 0.0%	791 SH	Increased+652 SH
MICROSOFT CORP	COM	$6.9M	1.6%Prev: 1.3%	13,290 SH	Increased+2,049 SH
MODINE MFG CO	COM	$261K	0.1%Prev: 0.1%	1,838 SH	Increased-508 SH
MORGAN STANLEY	COM NEW	$376K	0.1%Prev: 0.1%	2,365 SH	Increased-49 SH
NATIONAL GRID PLC	SPONSORED ADR NE	$329K	0.1%Prev: 0.1%	4,522 SH	Increased+1,014 SH
NEXTERA ENERGY INC	COM	$2.2M	0.5%Prev: 0.4%	28,917 SH	Increased+1,791 SH
NORTHROP GRUMMAN CORP	COM	$1.1M	0.3%Prev: 0.2%	1,860 SH	Increased
NOVARTIS AG	SPONSORED ADR	$463K	0.1%Prev: 0.1%	3,607 SH	Increased+316 SH
NOVO-NORDISK A S	ADR	$894K	0.2%Prev: 0.3%	16,113 SH	Decreased-1,000 SH
NUSHARES ETF TR	NUVEEN ESG US	$825K	0.2%Prev: 0.2%	36,753 SH	Increased+2,532 SH
NVIDIA CORPORATION	COM	$1.5M	0.4%Prev: 0.1%	8,214 SH	Increased+4,297 SH
OLD REP INTL CORP	COM	$310K	0.1%	7,299 SH	New
ORACLE CORP	COM	$364K	0.1%Prev: 0.0%	1,295 SH	Increased+1,055 SH
ORMAT TECHNOLOGIES INC	COM	$355K	0.1%Prev: 0.1%	3,691 SH	Increased+772 SH
PEARSON PLC	SPONSORED ADR	$233K	0.1%Prev: 0.1%	16,449 SH	Increased+1,299 SH
PENTAIR PLC	SHS	$871K	0.2%Prev: 0.1%	7,861 SH	Increased+2,823 SH
PEPSICO INC	COM	$320K	0.1%Prev: 0.0%	2,278 SH	Increased+1,319 SH
PERIMETER SOLUTIONS INC	COMMON STOCK	$232K	0.1%Prev: 0.0%	10,344 SH	Increased-2,739 SH
PHILIP MORRIS INTL INC	COM	$201K	0.0%Prev: 0.1%	1,240 SH	Decreased
PROCTER AND GAMBLE CO	COM	$576K	0.1%Prev: 0.1%	3,751 SH	Increased+780 SH
RBB FD INC	US TREAS 3 MNTH	$928K	0.2%Prev: 0.2%	18,568 SH	Increased+2,192 SH
ROLLINS INC	COM	$235K	0.1%Prev: 0.0%	3,993 SH	Increased+312 SH
ROYAL BK CDA	COM	$307K	0.1%Prev: 0.1%	2,084 SH	Increased+183 SH
SAP SE	SPON ADR	$365K	0.1%Prev: 0.1%	1,362 SH	Decreased+128 SH
SBA COMMUNICATIONS CORP NEW	CL A	$307K	0.1%Prev: 0.1%	1,589 SH	Increased+406 SH
SELECT WATER SOLUTIONS INC	CL A COM	$464K	0.1%Prev: 0.0%	43,374 SH	Increased+27,692 SH
SHINHAN FINANCIAL GROUP CO L	SPN ADR RESTRD	$211K	0.0%Prev: 0.0%	4,181 SH	Increased+346 SH
SK TELECOM CO LTD	SPONSORED ADR	$259K	0.1%Prev: 0.1%	11,971 SH	Increased+1,156 SH
SMITH A O CORP	COM	$238K	0.1%Prev: 0.0%	3,236 SH	Increased+1,812 SH
SPDR GOLD TR	GOLD SHS	$27.8M	6.4%Prev: 5.6%	78,262 SH	Increased-1,208 SH
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$39.0M	8.9%Prev: 8.7%	424,957 SH	Increased+19,392 SH
SPROTT FDS TR	URANIUM MINERS E	$284K	0.1%Prev: 0.1%	4,697 SH	Increased-39 SH
STANTEC INC	COM	$743K	0.2%Prev: 0.1%	6,897 SH	Increased+1,636 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$510K	0.1%Prev: 0.1%	1,824 SH	Increased+161 SH
TELEFONICA S A	SPONSORED ADR	$226K	0.1%Prev: 0.0%	44,539 SH	Increased+3,766 SH
TESLA INC	COM	$432K	0.1%Prev: 0.0%	971 SH	Increased+854 SH
TETRA TECH INC NEW	COM	$1.0M	0.2%Prev: 0.2%	30,211 SH	Increased+11,754 SH
TRUIST FINL CORP	COM	$235K	0.1%	5,147 SH	New
UBER TECHNOLOGIES INC	COM	$245K	0.1%Prev: 0.1%	2,500 SH	Increased
UNITEDHEALTH GROUP INC	COM	$1.0M	0.2%Prev: 0.2%	2,909 SH	Increased+323 SH
VALMONT INDS INC	COM	$345K	0.1%Prev: 0.0%	888 SH	Increased+493 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$475K	0.1%Prev: 0.1%	1,455 SH	Increased+387 SH
VANGUARD INDEX FDS	GROWTH ETF	$221K	0.1%Prev: 0.0%	462 SH	Increased
VANGUARD INDEX FDS	LARGE CAP ETF	$266K	0.1%Prev: 0.1%	865 SH	Increased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$59.6M	13.7%Prev: 13.0%	97,320 SH	Increased-566 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$5.3M	1.2%Prev: 1.2%	16,194 SH	Increased-733 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$84.1M	19.3%Prev: 19.3%	1,401,122 SH	Increased+15,423 SH
VERALTO CORP	COM SHS	$1.1M	0.2%Prev: 0.1%	10,096 SH	Increased+4,110 SH
VERIZON COMMUNICATIONS INC	COM	$303K	0.1%Prev: 0.1%	6,883 SH	Decreased-4,798 SH
VISA INC	COM CL A	$288K	0.1%Prev: 0.1%	841 SH	Decreased-208 SH
VULCAN MATLS CO	COM	$419K	0.1%Prev: 0.0%	1,362 SH	Increased+838 SH
WALMART INC	COM	$438K	0.1%Prev: 0.0%	4,249 SH	Increased+2,956 SH
WIPRO LTD	SPON ADR 1 SH	$141K	0.0%Prev: 0.0%	53,632 SH	Decreased+2,851 SH
XYLEM INC	COM	$1.0M	0.2%Prev: 0.2%	6,991 SH	Increased+1,058 SH
YORK WTR CO	COM	$257K	0.1%Prev: 0.0%	8,437 SH	Increased+4,611 SH

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All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Nov 4, 2025	Q3 2025	13F-HR	0001172661-25-004565	$436.5M	View
Aug 12, 2025	Q2 2025	13F-HR	0001172661-25-003057	$429.2M	View
May 14, 2025	Q1 2025