Gitterman Wealth Management, LLC

Q4 2024 13F Holdings

  • Location
    edison, NJ
  • Num holdings

    128

  • Value ($000)

    $239,390

  • Date Filed
    02/10/2025
  • Form type
    13F-HR
  • CIK
    0001861558
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
92206C706
$104.01M
43 %

1,793,213

GRID
GRID

FIRST TR EXCHANGE TRADED FD

NASDQ CLN EDGE
33737A108
$27.26M
11 %

228,460

KRE
KRE

SPDR SER TR

BLOOMBERG 1-3 MO
78468R663
$24.87M
10 %

271,965

IYW
IYW

ISHARES TR

U.S. TECH ETF
464287721
$9.86M
4 %

61,811

AAPL
AAPL

APPLE INC

COM
037833100
$8.64M
4 %

34,505

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$4.73M
2 %

11,219

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$4.32M
2 %

7,346

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$3.23M
1 %

11,140

JNJ
JNJ

JOHNSON & JOHNSON

COM
478160104
$2.40M
1 %

16,596

IBM
IBM

INTERNATIONAL BUSINESS MACHS

COM
459200101
$1.92M
1 %

8,754

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