Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Gitterman Wealth Management LLC
  City: Edison
  State: NJ
  Zip: 08837
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $257,967,000
  Total Value Change : $33,478,000
  Securities Held Change : 11
   
All Securities Held : 100
  New Positions : 24
  Closed Positions : 16
  Increased Positions : 36
  Unchanged Positions : 12
  Decreased Positions : 28

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 24     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 3 New $0.00 $25,447,000 277,207 9.86% 25,447,000 277,207 0.031    Closed - End Fund - E...
   (GRID)1 Year Chart         GRID First Trust NASDAQ Clean Ed... 4 New $117.95 $20,742,000 180,971 8.04% 20,742,000 180,971 0.201    Closed - End Fund - Debt
   (TBIL)1 Year Chart         TBIL Us Treasury 3 Month Bill Etf 14 New $0.00 $1,064,000 21,271 0.41% 1,064,000 21,271 0.024    N/A
   (AFL)1 Year Chart         AFL AFLAC Inc 28 New $87.04 $501,000 5,840 0.19% 501,000 5,840 0.001    Life & Health Insurance
   (GE)1 Year Chart         GE General Electric Co 29 New $155.88 $493,000 2,811 0.19% 493,000 2,811 0    Conglomerates
   (SNA)1 Year Chart         SNA Snap-On Inc 35 New $262.24 $440,000 1,484 0.17% 440,000 1,484 0.003    Small Tools & Accesso...
   (T)1 Year Chart         T AT&T Corp 36 New $17.64 $439,000 24,919 0.17% 439,000 24,919 0    Long Distance Carriers
   (AVGO)1 Year Chart         AVGO Broadcom Limited 37 New $1,735.04 $406,000 306 0.16% 406,000 306 0    Semiconductor- Broad...
   (TDG)1 Year Chart         TDG Transdigm Group Inc 38 New $1,294.76 $388,000 315 0.15% 388,000 315 0.001    Aerospace/Defense Pro...
   (BRO)1 Year Chart         BRO Brown & Brown Inc 40 New $90.08 $383,000 4,371 0.15% 383,000 4,371 0.002    Insurance Brokers
   (HLT)1 Year Chart         HLT Hilton Worldwide Holdings Inc. 46 New $210.32 $350,000 1,642 0.14% 350,000 1,642 0.001    Lodging
   (ANTM)1 Year Chart         ANTM Anthem Inc 49 New $534.81 $336,000 648 0.13% 336,000 648 0    N/A
   (MKC)1 Year Chart         MKC McCormick & Co Inc 50 New $67.79 $336,000 4,373 0.13% 336,000 4,373 0    Processed & Packaged ...
   (HPQ)1 Year Chart         HPQ HP Inc 56 New $35.51 $307,000 10,163 0.12% 307,000 10,163 0.001    Diversified Computer ...
   (CNC)1 Year Chart         CNC Centene Corp 57 New $68.93 $307,000 3,914 0.12% 307,000 3,914 0    Health Care Plans
   (J)1 Year Chart         J Jacobs Solutions Inc 59 New $138.20 $299,000 1,946 0.12% 299,000 1,946 0.001    Heavy Construction
   (MMC)1 Year Chart         MMC Marsh & McLennan Companies Inc 63 New $208.88 $287,000 1,393 0.11% 287,000 1,393 0    Insurance Brokers
   (CTSH)1 Year Chart         CTSH Cognizant Technology Soluti... 70 New $64.26 $265,000 3,616 0.1% 265,000 3,616 0.001    Business Software & S...
   (PSA)1 Year Chart         PSA Public Storage Inc 71 New $283.25 $260,000 895 0.1% 260,000 895 0.001    REIT - Industrial
   (AAXN)1 Year Chart         AAXN Axon Enterprise Inc 74 New $292.33 $254,000 813 0.1% 254,000 813 0.001    Aerospace/Defense Pro...
   (SBAC)1 Year Chart         SBAC SBA Communications Corp 80 New $195.96 $238,000 1,095 0.09% 238,000 1,095 0.001    Wireless Communications
   (WTFC)1 Year Chart         WTFC Wintrust Financial Corp 83 New $91.95 $230,000 2,200 0.09% 230,000 2,200 0.004    Domestic Regional Banks
   (NTAP)1 Year Chart         NTAP Netapp Inc 86 New $126.17 $218,000 2,082 0.08% 218,000 2,082 0.001    Data Storage Devices
   (NFLX)1 Year Chart         NFLX Netflix Inc 87 New $669.38 $215,000 354 0.08% 215,000 354 0    Music & Video Stores

      24 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results