Notify me when Gitterman Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 128 | $436,456,273 | +$20,590,243 | -$35,269,107 | -$14,678,864 | VGIT, VOO, QLTY, BIL, GRID | 13F-HR | 04 Nov 2025, 10:06 |
| Q2 2025 | 339 | $429,161,458 | +$39,312,405 | -$11,379,813 | +$27,932,592 | VGIT, QLTY, VOO, BIL, GRID | 13F-HR | 12 Aug 2025, 12:45 |
| Q1 2025 | 131 | $376,509,534 | +$186,743,187 | -$48,617,612 | +$138,125,575 | VGIT, QLTY, VOO, BIL, GRID | 13F-HR | 14 May 2025, 11:34 |
| Q4 2024 | 128 | $239,389,969 | +$16,341,318 | -$10,553,615 | +$5,787,703 | VGIT, GRID, BIL, IYW, AAPL | 13F-HR | 10 Feb 2025, 14:56 |
| Q3 2024 | 127 | $239,861,095 | +$83,584,070 | -$112,401,468 | -$28,817,398 | VGIT, GRID, BIL, IYW, AAPL | 13F-HR | 13 Nov 2024, 15:58 |
| Q2 2024 | 109 | $259,445,859 | +$11,482,211 | -$12,257,426 | -$775,215 | VGSH, VGIT, BIL, GRID, AAPL | 13F-HR | 12 Aug 2024, 10:12 |
| Q1 2024 | 100 | $257,967,266 | +$63,175,311 | -$31,567,667 | +$31,607,644 | VGSH, VGIT, BIL, GRID, AAPL | 13F-HR | 08 May 2024, 09:59 |
| Q4 2023 | 89 | $224,491,020 | +$12,662,401 | -$7,551,865 | +$5,110,536 | VGSH, VGIT, AAPL, MSFT, IVV | 13F-HR | 05 Feb 2024, 12:20 |
| Q3 2023 | 83 | $210,859,174 | +$10,066,663 | -$8,234,035 | +$1,832,628 | VGSH, VGIT, AAPL, MSFT, IVV | 13F-HR | 02 Nov 2023, 14:49 |
| Q2 2023 | 82 | $214,476,053 | +$11,398,529 | -$7,570,282 | +$3,828,247 | VGSH, VGIT, AAPL, MSFT, IVV | 13F-HR | 08 Aug 2023, 14:48 |
| Q1 2023 | 85 | $210,314,905 | +$14,971,817 | -$9,928,041 | +$5,043,776 | VGSH, VGIT, AAPL, IVV, MSFT | 13F-HR | 12 May 2023, 15:21 |
| Q4 2022 | 80 | $199,650,391 | +$105,953,759 | -$5,878,643 | +$100,075,116 | VGSH, VGIT, AAPL, IVV, JNJ | 13F-HR | 13 Feb 2023, 14:18 |
| Q3 2022 | 71 | $97,012,000 | +$7,949,772 | -$10,404,310 | -$2,454,538 | VGIT, AAPL, IVV, MSFT, JNJ | 13F-HR | 27 Oct 2022, 09:17 |
| Q2 2022 | 73 | $107,000,000 | +$5,012,713 | -$13,110,905 | -$8,098,192 | VGIT, IVV, AAPL, MSFT, JNJ | 13F-HR | 03 Aug 2022, 10:58 |
| Q1 2022 | 97 | $124,263,000 | +$12,125,371 | -$16,292,699 | -$4,167,328 | VGIT, IVV, AAPL, MSFT, JNJ | 13F-HR | 12 May 2022, 16:50 |
| Q4 2021 | 95 | $134,816,000 | +$16,444,909 | -$10,935,632 | +$5,509,277 | VGIT, IVV, AAPL, MSFT, IRT | 13F-HR | 01 Feb 2022, 11:02 |
| Q3 2021 | 76 | $124,476,000 | +$8,291,035 | -$7,739,888 | +$551,147 | VGIT, IVV, AAPL, IEFA, MSFT | 13F-HR | 09 Nov 2021, 09:37 |
| Q2 2021 | 77 | $123,499,000 | +$15,631,523 | -$54,652,780 | -$39,021,257 | VGIT, IVV, AAPL, IEFA, VCSH | 13F-HR | 30 Jul 2021, 15:54 |
| Q1 2021 | 65 | $155,118,000 | $0 | $0 | $0 | VGIT, IVV, IEFA, VCSH, VUG | 13F-HR | 14 May 2021, 16:43 |