HoldingsChannel.com
| Entity | Amount | Change
09/30/2022 to 12/31/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD SCOTTSDALE FDS (VGSH) |
1,535,564 | +1,535,564 | $88,786 |
| VGSH | 1,535,564 | +1,535,564 | $88,786 |
| VANGUARD SCOTTSDALE FDS (VGIT) |
1,149,328 | +178,674 | $67,213 |
| VGIT | 1,149,328 | +178,674 | $67,213 |
| APPLE INC |
35,729 | +1,164 | $4,642 |
| AAPL | 35,729 | +1,164 | $4,642 |
| ISHARES TR (IVV) |
9,379 | -925 | $3,603 |
| IVV | 9,379 | -925 | $3,603 |
| JOHNSON & JOHNSON |
16,230 | -77 | $2,867 |
| JNJ | 16,230 | -77 | $2,867 |
| MICROSOFT CORP |
11,835 | -94 | $2,838 |
| MSFT | 11,835 | -94 | $2,838 |
| NOVO NORDISK A S |
14,667 | UNCH | $1,985 |
| NVO | 14,667 | UNCH | $1,985 |
| INTERNATIONAL BUSINESS MACHS |
10,722 | -155 | $1,510 |
| IBM | 10,722 | -155 | $1,510 |
| AAON INC |
20,000 | -4,000 | $1,506 |
| AAON | 20,000 | -4,000 | $1,506 |
| UNITEDHEALTH GROUP INC |
2,593 | -319 | $1,375 |
| UNH | 2,593 | -319 | $1,375 |
| ALPHABET INC |
13,977 | +2,197 | $1,233 |
| GOOGL | 13,977 | +2,197 | $1,233 |
| NEXTERA ENERGY INC |
13,095 | -53 | $1,095 |
| NEE | 13,095 | -53 | $1,095 |
| NORTHROP GRUMMAN CORP |
1,868 | UNCH | $1,019 |
| NOC | 1,868 | UNCH | $1,019 |
| NUSHARES ETF TR (NUBD) |
46,767 | -4,154 | $1,018 |
| NUBD | 46,767 | -4,154 | $1,018 |
 BERKSHIRE HATHAWAY INC DEL |
$895 | ||
| BRK.A | 1 | UNCH | $469 |
| BRK.B | 1,379 | UNCH | $426 |
| ALPHABET INC |
8,780 | UNCH | $779 |
| GOOG | 8,780 | UNCH | $779 |
| HONEYWELL INTL INC |
3,212 | UNCH | $688 |
| HON | 3,212 | UNCH | $688 |
| ISHARES TR (IWF) |
2,640 | UNCH | $566 |
| IWF | 2,640 | UNCH | $566 |
| AMERICAN EXPRESS CO |
3,670 | -22 | $542 |
| AXP | 3,670 | -22 | $542 |
| TAIWAN SEMICONDUCTOR MFG LTD |
7,143 | +1,042 | $532 |
| TSM | 7,143 | +1,042 | $532 |
| CISCO SYS INC |
10,268 | +10,268 | $489 |
| CSCO | 10,268 | +10,268 | $489 |
| HORIZON TECHNOLOGY FIN CORP |
39,490 | +494 | $458 |
| HRZN | 39,490 | +494 | $458 |
| ISHARES TR (IEFA) |
7,269 | -3,681 | $448 |
| IEFA | 7,269 | -3,681 | $448 |
| PROCTER AND GAMBLE CO |
2,953 | UNCH | $448 |
| PG | 2,953 | UNCH | $448 |
| JPMORGAN CHASE & CO |
3,149 | -29 | $422 |
| JPM | 3,149 | -29 | $422 |
| CONSOLIDATED EDISON INC |
4,370 | -2,639 | $417 |
| ED | 4,370 | -2,639 | $417 |
| STARBUCKS CORP |
4,195 | -42 | $416 |
| SBUX | 4,195 | -42 | $416 |
| HOME DEPOT INC |
1,283 | -70 | $406 |
| HD | 1,283 | -70 | $406 |
| KIMBERLY CLARK CORP |
2,734 | +2,734 | $371 |
| KMB | 2,734 | +2,734 | $371 |
| HANNON ARMSTRONG SUST INFR C |
11,819 | +2,307 | $342 |
| HASI | 11,819 | +2,307 | $342 |
| COSTCO WHSL CORP NEW |
744 | UNCH | $340 |
| COST | 744 | UNCH | $340 |
| ISHARES TR (DVY) |
2,670 | UNCH | $322 |
| DVY | 2,670 | UNCH | $322 |
| VERIZON COMMUNICATIONS INC |
7,605 | -3,082 | $300 |
| VZ | 7,605 | -3,082 | $300 |
| ABBOTT LABS |
2,647 | +291 | $291 |
| ABT | 2,647 | +291 | $291 |
| PFIZER INC |
5,613 | +5,613 | $288 |
| PFE | 5,613 | +5,613 | $288 |
| BROOKFIELD RENEWABLE CORP |
10,262 | +3 | $283 |
| BEPC | 10,262 | +3 | $283 |
| BOEING CO |
1,412 | +1,412 | $269 |
| BA | 1,412 | +1,412 | $269 |
| HOWMET AEROSPACE INC |
6,805 | +6,805 | $268 |
| HWM | 6,805 | +6,805 | $268 |
| INVESCO QQQ TR |
1,004 | -222 | $267 |
| QQQ | 1,004 | -222 | $267 |
| AMERISOURCEBERGEN CORP |
1,599 | +1,599 | $265 |
| ABC | 1,599 | +1,599 | $265 |
| GSK PLC |
7,529 | -18 | $265 |
| GSK | 7,529 | -18 | $265 |
| OTIS WORLDWIDE CORP |
3,359 | +3,359 | $263 |
| OTIS | 3,359 | +3,359 | $263 |
| AMAZON COM INC |
3,087 | UNCH | $259 |
| AMZN | 3,087 | UNCH | $259 |
| KEYSIGHT TECHNOLOGIES INC |
1,501 | +1,501 | $257 |
| KEYS | 1,501 | +1,501 | $257 |
| INCYTE CORP |
3,192 | +3,192 | $256 |
| INCY | 3,192 | +3,192 | $256 |
| AUTOZONE INC |
103 | +103 | $254 |
| AZO | 103 | +103 | $254 |
| CHARTER COMMUNICATIONS INC N |
740 | +740 | $251 |
| CHTR | 740 | +740 | $251 |
| NIKE INC |
2,122 | +2,122 | $248 |
| NKE | 2,122 | +2,122 | $248 |
| VORNADO RLTY TR |
11,801 | +1,015 | $246 |
| VNO | 11,801 | +1,015 | $246 |
| IRON MTN INC DEL |
4,821 | -180 | $240 |
| IRM | 4,821 | -180 | $240 |
See Full List: All Stocks Held By Gitterman Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Gitterman Wealth Management LLC
|
Size ($ in 1000's)
At 12/31/2022: $199,649 At 09/30/2022: $97,012 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 |
