Filed: 11/2/2023ACC: 0001172661-23-003581
📋 What this filing means
GITTERMAN WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 83 equity positions with a total reported market value of $210.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
83
Positions
$210.86M
Total AUM (reported)
3.60M
Total Shares
Allocation by class
SHORT TERM TREAS$93.58M44.4%
INTER TERM TREAS$70.83M33.6%
COM$29.59M14.0%
CORE S&P500 ETF$3.10M1.5%
ADR$2.10M1.0%
CAP STK CL A$1.76M0.8%
COM PAR $0.004$1.54M0.7%
Portfolio Concentration
Top 3$170.45M80.8%
4–10$16.52M7.8%
11–25$10.30M4.9%
Rest$13.60M6.4%
Top 3 weight
80.8%
Top 10 weight
88.7%
Voting Authority Distribution
Total shares with voting rights: 3.60M
Sole
Full voting authority
3.60M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole83
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings83
Rows:
VANGUARD SCOTTSDALE FDS
SOLEShares1.62M
TypeSH
Market value$93.58M
44.38%
Sole
1.62M
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares1.24M
TypeSH
Market value$70.83M
33.59%
Sole
1.24M
Shared
0.00
None
0.00
APPLE INC
SOLEShares35.27K
TypeSH
Market value$6.04M
2.86%
Sole
35.27K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares13.09K
TypeSH
Market value$4.13M
1.96%
Sole
13.09K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares7.21K
TypeSH
Market value$3.10M
1.47%
Sole
7.21K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares16.64K
TypeSH
Market value$2.59M
1.23%
Sole
16.64K
Shared
0.00
None
0.00
NOVO-NORDISK A S
SOLEShares23.09K
TypeSH
Market value$2.10M
1.00%
Sole
23.09K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares13.46K
TypeSH
Market value$1.76M
0.84%
Sole
13.46K
Shared
0.00
None
0.00
AAON INC
SOLEShares27K
TypeSH
Market value$1.54M
0.73%
Sole
27K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares2.58K
TypeSH
Market value$1.30M
0.62%
Sole
2.58K
Shared
0.00
None
0.00
NUSHARES ETF TR
SOLEShares58.91K
TypeSH
Market value$1.24M
0.59%
Sole
58.91K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares8.17K
TypeSH
Market value$1.15M
0.54%
Sole
8.17K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares8.08K
TypeSH
Market value$1.07M
0.51%
Sole
8.08K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares15.77K
TypeSH
Market value$903.2K
0.43%
Sole
15.77K
Shared
0.00
None
0.00
NORTHROP GRUMMAN CORP
SOLEShares1.87K
TypeSH
Market value$822.3K
0.39%
Sole
1.87K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.78K
TypeSH
Market value$623.2K
0.30%
Sole
1.78K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares3.17K
TypeSH
Market value$586.0K
0.28%
Sole
3.17K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares1.41K
TypeSH
Market value$560.0K
0.27%
Sole
1.41K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares3.67K
TypeSH
Market value$547.5K
0.26%
Sole
3.67K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.00
TypeSH
Market value$531.5K
0.25%
Sole
1.00
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares920.00
TypeSH
Market value$494.1K
0.23%
Sole
920.00
Shared
0.00
None
0.00
VERISK ANALYTICS INC
SOLEShares1.94K
TypeSH
Market value$457.5K
0.22%
Sole
1.94K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares3.11K
TypeSH
Market value$451.0K
0.21%
Sole
3.11K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.65K
TypeSH
Market value$438.1K
0.21%
Sole
1.65K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares2.95K
TypeSH
Market value$429.8K
0.20%
Sole
2.95K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 1.62M | SH | $93.58M 44.38% | 1.62M | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 1.24M | SH | $70.83M 33.59% | 1.24M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 35.27K | SH | $6.04M 2.86% | 35.27K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 13.09K | SH | $4.13M 1.96% | 13.09K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 7.21K | SH | $3.10M 1.47% | 7.21K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 16.64K | SH | $2.59M 1.23% | 16.64K | 0.00 | 0.00 |
NOVO-NORDISK A SSOLE | ADR | 23.09K | SH | $2.10M 1.00% | 23.09K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 13.46K | SH | $1.76M 0.84% | 13.46K | 0.00 | 0.00 |
AAON INCSOLE | COM PAR $0.004 | 27K | SH | $1.54M 0.73% | 27K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 2.58K | SH | $1.30M 0.62% | 2.58K | 0.00 | 0.00 |
NUSHARES ETF TRSOLE | NUVEEN ESG US | 58.91K | SH | $1.24M 0.59% | 58.91K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 8.17K | SH | $1.15M 0.54% | 8.17K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 8.08K | SH | $1.07M 0.51% | 8.08K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 15.77K | SH | $903.2K 0.43% | 15.77K | 0.00 | 0.00 |
NORTHROP GRUMMAN CORPSOLE | COM | 1.87K | SH | $822.3K 0.39% | 1.87K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.78K | SH | $623.2K 0.30% | 1.78K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 3.17K | SH | $586.0K 0.28% | 3.17K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 1.41K | SH | $560.0K 0.27% | 1.41K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 3.67K | SH | $547.5K 0.26% | 3.67K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 1.00 | SH | $531.5K 0.25% | 1.00 | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 920.00 | SH | $494.1K 0.23% | 920.00 | 0.00 | 0.00 |
VERISK ANALYTICS INCSOLE | COM | 1.94K | SH | $457.5K 0.22% | 1.94K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 3.11K | SH | $451.0K 0.21% | 3.11K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 1.65K | SH | $438.1K 0.21% | 1.65K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 2.95K | SH | $429.8K 0.20% | 2.95K | 0.00 | 0.00 |
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