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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
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28 |
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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 |
|
VGIT |
Vanguard Intermediate -Ter |
2 |
- |
$58.04 |
$52,630,000 |
898,888 |
20.4% |
-21,999,000 |
-359,181 |
0.1 |
Closed - End Fund - Debt |
|
|
MSFT |
Microsoft Corp |
6 |
- |
$420.99 |
$5,058,000 |
12,020 |
1.96% |
147,000 |
-1,040 |
0 |
Application Software |
|
|
NVO |
Novo Nordisk A/S (ADR) |
8 |
- |
$133.04 |
$2,451,000 |
19,088 |
0.95% |
63,000 |
-4,000 |
0.001 |
Drug Manufacturers - ... |
|
|
JNJ |
Johnson & Johnson |
9 |
- |
$154.28 |
$2,380,000 |
15,043 |
0.92% |
-98,000 |
-766 |
0.001 |
Drug Manufacturers - ... |
|
|
GOOGL |
Alphabet Inc |
10 |
- |
$174.18 |
$1,576,000 |
10,442 |
0.61% |
86,000 |
-228 |
0 |
Search Engines & Info... |
|
|
IBM |
International Business Mach... |
11 |
- |
$168.97 |
$1,521,000 |
7,967 |
0.59% |
208,000 |
-63 |
0.001 |
Diversified Computer ... |
|
|
AAON |
AAON Inc |
16 |
- |
$74.86 |
$793,000 |
9,000 |
0.31% |
-1,201,000 |
-18,000 |
0.011 |
General Building Mate... |
|
|
NUBD |
Nushares Esg Us Aggregate B... |
18 |
- |
$0.00 |
$695,000 |
31,615 |
0.27% |
-624,000 |
-27,618 |
0.048 |
N/A |
|
|
GOOG |
Alphabet Inc |
20 |
- |
$175.43 |
$684,000 |
4,490 |
0.27% |
-122,000 |
-1,230 |
0 |
Search Engines & Info... |
|
|
BRK.B |
Berkshire Hathaway B |
22 |
- |
$413.12 |
$664,000 |
1,579 |
0.26% |
30,000 |
-200 |
0 |
Property & Casualty I... |
|
|
HON |
Honeywell International Inc |
25 |
- |
$206.62 |
$631,000 |
3,072 |
0.24% |
-34,000 |
-100 |
0 |
Conglomerates |
|
|
CNM |
Core & Main, Inc. |
31 |
- |
$60.78 |
$469,000 |
8,185 |
0.18% |
138,000 |
-10 |
0.003 |
N/A |
|
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AXP |
American Express Co |
39 |
- |
$241.32 |
$384,000 |
1,686 |
0.15% |
-182,000 |
-1,335 |
0 |
Credit Services |
|
|
NKE |
Nike Inc B |
51 |
- |
$91.77 |
$335,000 |
3,567 |
0.13% |
-70,000 |
-160 |
0 |
Textile - Apparel Foo... |
|
|
JPM |
JP Morgan Chase & Co |
55 |
- |
$202.47 |
$310,000 |
1,547 |
0.12% |
-66,000 |
-666 |
0 |
Domestic Money Center... |
|
|
BJ |
Bjs Wholesale Club Holdings... |
60 |
- |
$79.79 |
$295,000 |
3,896 |
0.11% |
34,000 |
-26 |
0.003 |
N/A |
|
|
PNR |
Pentair Inc |
61 |
- |
$83.59 |
$294,000 |
3,437 |
0.11% |
-249,000 |
-4,027 |
0.002 |
Diversified Machinery |
|
|
LII |
Lennox International Inc |
66 |
- |
$467.14 |
$278,000 |
568 |
0.11% |
-33,000 |
-126 |
0.001 |
Appliances |
|
|
SBUX |
Starbucks Corp |
69 |
- |
$75.28 |
$271,000 |
2,960 |
0.11% |
-103,000 |
-935 |
0 |
Specialty Eateries |
|
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CDW |
Cdw Corp |
75 |
- |
$224.14 |
$253,000 |
987 |
0.1% |
28,000 |
-4 |
0.001 |
Catalog & Mail Order ... |
|
|
TT |
Trane Technologies (Ingerso... |
77 |
- |
$324.72 |
$250,000 |
834 |
0.1% |
42,000 |
-19 |
0 |
Diversified Machinery |
|
|
EA |
Electronic Arts Inc |
81 |
- |
$129.16 |
$234,000 |
1,765 |
0.09% |
-8,000 |
-1 |
0.001 |
Multimedia & Graphics... |
|
|
NVS |
Novartis AG (ADR) |
84 |
- |
$102.69 |
$230,000 |
2,374 |
0.09% |
-179,000 |
-1,674 |
0 |
Drug Manufacturers - ... |
|
|
APH |
Amphenol Corp |
85 |
- |
$131.71 |
$230,000 |
1,995 |
0.09% |
-70,000 |
-1,030 |
0 |
Diversified Electronics |
|
|
BA |
Boeing Co |
88 |
- |
$182.96 |
$212,000 |
1,097 |
0.08% |
-152,000 |
-300 |
0 |
Aerospace/Defense - M... |
|
|
WAT |
Waters Corp |
89 |
- |
$360.51 |
$207,000 |
601 |
0.08% |
-307,000 |
-959 |
0.001 |
Scientific & Technica... |
|
|
TXN |
Texas Instruments Inc |
90 |
- |
$194.97 |
$207,000 |
1,190 |
0.08% |
-19,000 |
-134 |
0 |
Semiconductor- Broad... |
|
|
SIRI |
Sirius XM Radio Inc |
100 |
- |
$3.05 |
$126,000 |
32,475 |
0.05% |
-84,000 |
-5,935 |
0.001 |
Broadcasting - Radio |
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