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| Name: |
Gitterman Wealth Management LLC |
| City: |
Edison |
| State: |
NJ |
| Zip: |
08837 |
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data |
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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 |
|
VGSH |
Vanguard Scottsdale Funds |
1 |
- |
$57.71 |
$102,024,000 |
1,756,921 |
39.55% |
5,672,000 |
105,079 |
0.195 |
Closed - End Fund - Debt |
|
|
AAPL |
Apple Inc |
5 |
- |
$196.89 |
$6,130,000 |
35,747 |
2.38% |
-570,000 |
945 |
0 |
Personal Computers |
|
|
IVV |
iShares Core S&P 500 Etf |
7 |
- |
$536.73 |
$3,793,000 |
7,216 |
1.47% |
347,000 |
2 |
0 |
Closed - End Fund - E... |
|
|
NEE |
NextEra Energy |
12 |
- |
$75.39 |
$1,398,000 |
21,873 |
0.54% |
398,000 |
5,407 |
0.001 |
Electric Utilities |
|
|
MA |
MasterCard Inc A |
17 |
- |
$449.79 |
$707,000 |
1,467 |
0.27% |
113,000 |
76 |
0 |
Business Services |
|
|
XYL |
Xylem Inc. |
19 |
- |
$137.32 |
$685,000 |
5,299 |
0.27% |
164,000 |
747 |
0.002 |
Diversified Machinery |
|
|
AON |
Aon Plc |
21 |
- |
$283.12 |
$670,000 |
2,008 |
0.26% |
209,000 |
426 |
0.001 |
Life & Health Insurance |
|
|
GWW |
WW Grainger Inc |
23 |
- |
$892.25 |
$653,000 |
642 |
0.25% |
327,000 |
249 |
0.001 |
Electronics Wholesale |
|
|
V |
Visa Inc |
26 |
- |
$278.67 |
$559,000 |
2,001 |
0.22% |
342,000 |
1,167 |
0 |
Business Services |
|
|
AWK |
American Water Works Compan... |
33 |
- |
$128.25 |
$455,000 |
3,725 |
0.18% |
109,000 |
1,106 |
0.002 |
Multi Utilities |
|
|
STN |
Stantec Inc (Old Name : Sta... |
41 |
- |
$82.11 |
$371,000 |
4,464 |
0.14% |
70,000 |
708 |
0.004 |
Gambling/Resorts |
|
|
TTEK |
Tetra Tech Inc |
42 |
- |
$203.58 |
$367,000 |
1,986 |
0.14% |
90,000 |
327 |
0.004 |
Technical Services |
|
|
CI |
Cigna Corporation |
43 |
- |
$338.10 |
$364,000 |
1,002 |
0.14% |
95,000 |
106 |
0 |
Health Care Plans |
|
|
PRMW |
Primo Water Corp |
45 |
- |
$22.91 |
$356,000 |
19,529 |
0.14% |
132,000 |
4,636 |
0.012 |
Beverage Soft Drinks... |
|
|
WTRG |
Essential Utilities Ord Shs |
47 |
- |
$51.94 |
$339,000 |
9,146 |
0.13% |
83,000 |
2,282 |
0.004 |
Water Utilities |
|
|
QQQ |
Invesco QQQ Trust Series I |
52 |
- |
$462.96 |
$333,000 |
750 |
0.13% |
32,000 |
15 |
0 |
Closed - End Fund - Debt |
|
|
REGN |
Regeneron Pharmaceuticals Inc |
53 |
- |
$1,002.95 |
$331,000 |
344 |
0.13% |
65,000 |
41 |
0 |
Biotechnology |
|
|
SAP |
SAP AG (ADR) |
54 |
- |
$191.10 |
$314,000 |
1,609 |
0.12% |
75,000 |
66 |
0.001 |
Application Software |
|
|
IHG |
InterContinental Hotels Gro... |
58 |
- |
$0.00 |
$304,000 |
2,873 |
0.12% |
52,000 |
113 |
0.002 |
Lodging |
|
|
ADP |
Automatic Data Processing Inc |
62 |
- |
$252.32 |
$288,000 |
1,152 |
0.11% |
25,000 |
25 |
0 |
Business Software & S... |
|
|
IT |
Gartner Inc |
64 |
- |
$434.44 |
$280,000 |
588 |
0.11% |
19,000 |
10 |
0.001 |
Management Services |
|
|
VLTO |
Veralto Corp |
65 |
- |
$99.22 |
$279,000 |
3,148 |
0.11% |
64,000 |
535 |
0.001 |
N/A |
|
|
PTC |
PTC INC |
67 |
- |
$174.48 |
$276,000 |
1,459 |
0.11% |
34,000 |
75 |
0.001 |
Technical & System So... |
|
|
CIG |
Compania Energetica de Mina... |
72 |
- |
$1.88 |
$259,000 |
104,821 |
0.1% |
30,000 |
6,013 |
0.01 |
Foreign Utilities |
|
|
LLY |
Eli Lilly & Co |
73 |
- |
$849.99 |
$258,000 |
332 |
0.1% |
258,000 |
332 |
0 |
Drug Manufacturers - ... |
|
|
POOL |
Pool Corporation |
76 |
- |
$340.86 |
$251,000 |
621 |
0.1% |
23,000 |
52 |
0.001 |
Wholesale, Other |
|
|
ROP |
Roper Industries Inc |
78 |
- |
$554.03 |
$244,000 |
435 |
0.09% |
11,000 |
7 |
0 |
Diversified Machinery |
|
|
CHKP |
Check Point Software Techno... |
79 |
- |
$156.41 |
$242,000 |
1,476 |
0.09% |
21,000 |
26 |
0.001 |
Security Software & S... |
|
|
WTTR |
Select Energy Services Inc |
91 |
- |
$10.34 |
$206,000 |
22,346 |
0.08% |
65,000 |
3,727 |
0.026 |
N/A |
|
|
RTOKY |
Rentokil Initial Plc (Unite... |
92 |
- |
$27.08 |
$205,000 |
6,787 |
0.08% |
205,000 |
6,787 |
0.038 |
N/A |
|
|
GLDD |
Great Lakes Dredge & Dock C... |
93 |
- |
$8.81 |
$205,000 |
23,430 |
0.08% |
98,000 |
9,474 |
0 |
Heavy Construction |
|
|
DHR |
Danaher Corp |
94 |
- |
$263.08 |
$204,000 |
817 |
0.08% |
204,000 |
817 |
0 |
General Building Mate... |
|
|
PRM |
Perimeter Solutions, Sa |
96 |
- |
$7.12 |
$173,000 |
23,362 |
0.07% |
80,000 |
3,195 |
0.015 |
N/A |
|
|
TEF |
Telefonica S.A. (ADR) |
97 |
- |
$4.66 |
$164,000 |
37,139 |
0.06% |
26,000 |
1,776 |
0.007 |
Telecom Services - Fo... |
|
|
WIT |
Wipro Limited (ADR) |
98 |
- |
$5.62 |
$134,000 |
23,330 |
0.05% |
9,000 |
877 |
0.004 |
Business Software & S... |
|
|
SWIM |
Latham Group, Inc. |
99 |
- |
$3.72 |
$129,000 |
32,540 |
0.05% |
66,000 |
8,441 |
0.027 |
N/A |
|
