Gitterman Wealth Management, LLC
Q2 2025 13F Holdings
- Locationedison, NJ
- Num holdings
339
- Value ($000)
$429,161
- Date Filed08/12/2025
- Form type13F-HR
- CIK0001861558
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $82.88M | 19 % | 1,385,699 | ||
QLTY 2023 ETF SERIES TRUST II | GMO US QUALITY E | 90139K100 | $55.67M | 13 % | 1,624,912 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $55.61M | 13 % | 97,886 | ||
KRE SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 | $37.20M | 9 % | 405,565 | ||
GRID FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | 33737A108 | $34.36M | 8 % | 247,187 | ||
PHO INVESCO EXCHANGE TRADED FD T | WATER RES ETF | 46137V142 | $25.86M | 6 % | 369,969 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $24.22M | 6 % | 79,470 | ||
HEFA ISHARES TR | HDG MSCI EAFE | 46434V803 | $16.75M | 4 % | 441,172 | ||
AAPL APPLE INC | COM | 037833100 | $6.81M | 2 % | 33,206 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.59M | 1 % | 11,241 |
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