Gitterman Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$240M
Signature - Title
Jennifer Easley - Director of Operations
Location
Edison, NJ
Summary
This page shows a list of all the recent 13F filings made by Gitterman Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Gitterman Wealth Management, LLC reported 127 stock holdings with total value $240M as of Q3 2024. Top holdings included VGIT, GRID, BIL, IYW, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 127 $240M +$83.6M -$112M -$28.8M VGIT, GRID, BIL, IYW, AAPL 13F-HR 11/13/2024, 03:58 PM
Q2 2024 109 $259M +$11.5M -$12.3M -$775K VGSH, VGIT, BIL, GRID, AAPL 13F-HR 8/12/2024, 10:12 AM
Q1 2024 100 $258M +$63.2M -$31.6M +$31.6M VGSH, VGIT, BIL, GRID, AAPL 13F-HR 5/8/2024, 09:59 AM
Q4 2023 89 $224M +$12.7M -$7.55M +$5.11M VGSH, VGIT, AAPL, MSFT, IVV 13F-HR 2/5/2024, 12:20 PM
Q3 2023 83 $211M +$10.1M -$8.23M +$1.83M VGSH, VGIT, AAPL, MSFT, IVV 13F-HR 11/2/2023, 02:49 PM
Q2 2023 82 $214M +$11.4M -$7.57M +$3.83M VGSH, VGIT, AAPL, MSFT, IVV 13F-HR 8/8/2023, 02:48 PM
Q1 2023 85 $210M +$15M -$9.93M +$5.04M VGSH, VGIT, AAPL, IVV, MSFT 13F-HR 5/12/2023, 03:21 PM
Q4 2022 80 $200M +$106M -$5.88M +$100M VGSH, VGIT, AAPL, IVV, JNJ 13F-HR 2/13/2023, 02:18 PM
Q3 2022 71 $97M +$7.95M -$10.4M -$2.45M VGIT, AAPL, IVV, MSFT, JNJ 13F-HR 10/27/2022, 09:17 AM
Q2 2022 73 $107M +$5.01M -$13.1M -$8.1M VGIT, IVV, AAPL, MSFT, JNJ 13F-HR 8/3/2022, 10:58 AM
Q1 2022 97 $124M +$12.1M -$16.3M -$4.17M VGIT, IVV, AAPL, MSFT, JNJ 13F-HR 5/12/2022, 04:50 PM
Q4 2021 95 $135M +$16.4M -$10.9M +$5.51M VGIT, IVV, AAPL, MSFT, IRT 13F-HR 2/1/2022, 11:02 AM
Q3 2021 76 $124M +$8.29M -$7.74M +$551K VGIT, IVV, AAPL, IEFA, MSFT 13F-HR 11/9/2021, 09:37 AM
Q2 2021 77 $123M +$15.6M -$54.7M -$39M VGIT, IVV, AAPL, IEFA, VCSH 13F-HR 7/30/2021, 03:54 PM
Q1 2021 65 $155M $0 $0 VGIT, IVV, IEFA, VCSH, VUG 13F-HR 5/14/2021, 04:43 PM