HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD SCOTTSDALE FDS (VGSH) |
1,651,842 | +27,218 | $96,352 |
| VGSH | 1,651,842 | +27,218 | $96,352 |
| VANGUARD SCOTTSDALE FDS (VGIT) |
1,258,069 | +18,717 | $74,629 |
| VGIT | 1,258,069 | +18,717 | $74,629 |
| APPLE INC |
34,802 | -469 | $6,700 |
| AAPL | 34,802 | -469 | $6,700 |
| MICROSOFT CORP |
13,060 | -28 | $4,911 |
| MSFT | 13,060 | -28 | $4,911 |
| ISHARES TR (IVV) |
7,214 | +5 | $3,446 |
| IVV | 7,214 | +5 | $3,446 |
| JOHNSON & JOHNSON |
15,809 | -835 | $2,478 |
| JNJ | 15,809 | -835 | $2,478 |
| NOVO NORDISK A S |
23,088 | UNCH | $2,388 |
| NVO | 23,088 | UNCH | $2,388 |
| AAON INC |
27,000 | UNCH | $1,994 |
| AAON | 27,000 | UNCH | $1,994 |
| ALPHABET INC |
10,670 | -2,795 | $1,490 |
| GOOGL | 10,670 | -2,795 | $1,490 |
| UNITEDHEALTH GROUP INC |
2,577 | UNCH | $1,357 |
| UNH | 2,577 | UNCH | $1,357 |
| NUSHARES ETF TR (NUBD) |
59,233 | +320 | $1,319 |
| NUBD | 59,233 | +320 | $1,319 |
| INTERNATIONAL BUSINESS MACHS |
8,030 | -138 | $1,313 |
| IBM | 8,030 | -138 | $1,313 |
 BERKSHIRE HATHAWAY INC DEL |
$1,177 | ||
| BRK.B | 1,779 | UNCH | $634 |
| BRK.A | 1 | UNCH | $543 |
| NEXTERA ENERGY INC |
16,466 | +701 | $1,000 |
| NEE | 16,466 | +701 | $1,000 |
| NORTHROP GRUMMAN CORP |
1,868 | UNCH | $874 |
| NOC | 1,868 | UNCH | $874 |
| ALPHABET INC |
5,720 | -2,360 | $806 |
| GOOG | 5,720 | -2,360 | $806 |
| HONEYWELL INTL INC |
3,172 | UNCH | $665 |
| HON | 3,172 | UNCH | $665 |
| MASTERCARD INCORPORATED |
1,391 | -23 | $594 |
| MA | 1,391 | -23 | $594 |
| AMERICAN EXPRESS CO |
3,021 | -649 | $566 |
| AXP | 3,021 | -649 | $566 |
| PENTAIR PLC |
7,464 | +4,021 | $543 |
| PNR | 7,464 | +4,021 | $543 |
| XYLEM INC |
4,552 | +491 | $521 |
| XYL | 4,552 | +491 | $521 |
| WATERS CORP |
1,560 | +1,560 | $514 |
| WAT | 1,560 | +1,560 | $514 |
| ADOBE INC |
838 | +838 | $500 |
| ADBE | 838 | +838 | $500 |
| ISHARES TR (IWF) |
1,647 | UNCH | $499 |
| IWF | 1,647 | UNCH | $499 |
| AON PLC |
1,582 | +658 | $461 |
| AON | 1,582 | +658 | $461 |
| SMITH A O CORP |
5,071 | +5,071 | $418 |
| AOS | 5,071 | +5,071 | $418 |
| PROCTER AND GAMBLE CO |
2,853 | -94 | $418 |
| PG | 2,853 | -94 | $418 |
| VERISK ANALYTICS INC |
1,747 | -189 | $418 |
| VRSK | 1,747 | -189 | $418 |
| NOVARTIS AG |
4,048 | +1,757 | $409 |
| NVS | 4,048 | +1,757 | $409 |
| MASCO CORP |
6,096 | +6,096 | $408 |
| MAS | 6,096 | +6,096 | $408 |
| NIKE INC |
3,727 | +455 | $405 |
| NKE | 3,727 | +455 | $405 |
| AMAZON COM INC |
2,662 | UNCH | $404 |
| AMZN | 2,662 | UNCH | $404 |
| PALO ALTO NETWORKS INC |
1,350 | +1,350 | $398 |
| PANW | 1,350 | +1,350 | $398 |
| COSTCO WHSL CORP NEW |
602 | UNCH | $397 |
| COST | 602 | UNCH | $397 |
| EXPEDIA GROUP INC |
2,558 | +2,558 | $388 |
| EXPE | 2,558 | +2,558 | $388 |
| JPMORGAN CHASE & CO |
2,213 | -897 | $376 |
| JPM | 2,213 | -897 | $376 |
| STARBUCKS CORP |
3,895 | -300 | $374 |
| SBUX | 3,895 | -300 | $374 |
| BOEING CO |
1,397 | UNCH | $364 |
| BA | 1,397 | UNCH | $364 |
| AGILENT TECHNOLOGIES INC |
2,588 | +2,588 | $360 |
| A | 2,588 | +2,588 | $360 |
| MARRIOTT INTL INC NEW |
1,564 | +1,564 | $353 |
| MAR | 1,564 | +1,564 | $353 |
| AMERICAN WTR WKS CO INC NEW |
2,619 | +575 | $346 |
| AWK | 2,619 | +575 | $346 |
| CORE & MAIN INC |
8,195 | +8,195 | $331 |
| CNM | 8,195 | +8,195 | $331 |
| DEERE & CO |
818 | UNCH | $327 |
| DE | 818 | UNCH | $327 |
| GRAINGER W W INC |
393 | +393 | $326 |
| GWW | 393 | +393 | $326 |
| LENNOX INTL INC |
694 | +44 | $311 |
| LII | 694 | +44 | $311 |
| INVESCO QQQ TR |
735 | UNCH | $301 |
| QQQ | 735 | UNCH | $301 |
| STANTEC INC |
3,756 | -705 | $301 |
| STN | 3,756 | -705 | $301 |
| AMPHENOL CORP NEW |
3,025 | +46 | $300 |
| APH | 3,025 | +46 | $300 |
| KKR & CO INC |
3,551 | UNCH | $294 |
| KKR | 3,551 | UNCH | $294 |
| ZOETIS INC |
1,479 | +1,479 | $292 |
| ZTS | 1,479 | +1,479 | $292 |
See Full List: All Stocks Held By Gitterman Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Gitterman Wealth Management LLC
|
Size ($ in 1000's)
At 12/31/2023: $224,489 At 09/30/2023: $210,862 Gitterman Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Gitterman Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |
