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| Name: |
Gitterman Wealth Management LLC |
| City: |
Edison |
| State: |
NJ |
| Zip: |
08837 |
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data |
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| Holdings
Found :
12 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
UNH |
Unitedhealth Group Inc |
13 |
- |
$495.37 |
$1,275,000 |
2,577 |
0.49% |
-82,000 |
0 |
0 |
Health Care Plans |
|
|
NOC |
Northrop Grumman Corp |
15 |
- |
$450.77 |
$894,000 |
1,868 |
0.35% |
20,000 |
0 |
0.001 |
Aerospace/Defense - M... |
|
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BRK.A |
Berkshire Hathaway Inc |
24 |
- |
$627,400.00 |
$634,000 |
1 |
0.25% |
91,000 |
0 |
0 |
Property & Casualty I... |
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IWF |
iShares Russell 1000 Growth |
27 |
- |
$342.29 |
$555,000 |
1,647 |
0.22% |
56,000 |
0 |
0.001 |
Closed - End Fund - E... |
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AMZN |
Amazon.com Inc |
30 |
- |
$176.44 |
$480,000 |
2,662 |
0.19% |
76,000 |
0 |
0 |
Internet Software & S... |
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PG |
Procter & Gamble Co |
32 |
- |
$164.54 |
$463,000 |
2,853 |
0.18% |
45,000 |
0 |
0 |
Cleaning Products |
|
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COST |
Costco Wholesale Corp |
34 |
- |
$809.89 |
$441,000 |
602 |
0.17% |
44,000 |
0 |
0 |
Discount, Variety Stores |
|
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KKR |
KKR Financial Holdings LLC |
44 |
- |
$102.84 |
$357,000 |
3,551 |
0.14% |
63,000 |
0 |
0.001 |
Asset Management |
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DE |
Deere & Co |
48 |
- |
$374.76 |
$336,000 |
818 |
0.13% |
9,000 |
0 |
0.002 |
Farm & Construction M... |
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MCD |
McDonalds Corp |
68 |
- |
$258.89 |
$276,000 |
979 |
0.11% |
-14,000 |
0 |
0 |
Restaurants |
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IEFA |
Ishares Core Msci Eafe |
82 |
- |
$0.00 |
$232,000 |
3,132 |
0.09% |
12,000 |
0 |
0 |
N/A |
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LMT |
Lockheed Martin Corp |
95 |
- |
$470.34 |
$201,000 |
442 |
0.08% |
1,000 |
0 |
0 |
Aerospace/Defense - M... |
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