Filed: 2/5/2024ACC: 0001172661-24-000448
📋 What this filing means
GITTERMAN WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 89 equity positions with a total reported market value of $224.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
89
Positions
$224.49M
Total AUM (reported)
3.58M
Total Shares
Allocation by class
SHORT TERM TREAS$96.35M42.9%
INTER TERM TREAS$74.63M33.2%
COM$33.61M15.0%
CORE S&P500 ETF$3.45M1.5%
CL A$2.41M1.1%
ADR$2.39M1.1%
COM PAR $0.004$1.99M0.9%
Portfolio Concentration
Top 3$177.68M79.1%
4–10$18.06M8.0%
11–25$10.89M4.9%
Rest$17.85M8.0%
Top 3 weight
79.1%
Top 10 weight
87.2%
Voting Authority Distribution
Total shares with voting rights: 3.58M
Sole
Full voting authority
3.58M
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)
Sole89
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings89
Rows:
VANGUARD SCOTTSDALE FDS
SOLEShares1.65M
TypeSH
Market value$96.35M
42.92%
Sole
1.65M
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares1.26M
TypeSH
Market value$74.63M
33.24%
Sole
1.26M
Shared
0.00
None
0.00
APPLE INC
SOLEShares34.80K
TypeSH
Market value$6.70M
2.98%
Sole
34.80K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares13.06K
TypeSH
Market value$4.91M
2.19%
Sole
13.06K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares7.21K
TypeSH
Market value$3.45M
1.53%
Sole
7.21K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares15.81K
TypeSH
Market value$2.48M
1.10%
Sole
15.81K
Shared
0.00
None
0.00
NOVO-NORDISK A S
SOLEShares23.09K
TypeSH
Market value$2.39M
1.06%
Sole
23.09K
Shared
0.00
None
0.00
AAON INC
SOLEShares27K
TypeSH
Market value$1.99M
0.89%
Sole
27K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares10.67K
TypeSH
Market value$1.49M
0.66%
Sole
10.67K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares2.58K
TypeSH
Market value$1.36M
0.60%
Sole
2.58K
Shared
0.00
None
0.00
NUSHARES ETF TR
SOLEShares59.23K
TypeSH
Market value$1.32M
0.59%
Sole
59.23K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares8.03K
TypeSH
Market value$1.31M
0.59%
Sole
8.03K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares16.47K
TypeSH
Market value$1.00M
0.45%
Sole
16.47K
Shared
0.00
None
0.00
NORTHROP GRUMMAN CORP
SOLEShares1.87K
TypeSH
Market value$874.5K
0.39%
Sole
1.87K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares5.72K
TypeSH
Market value$806.1K
0.36%
Sole
5.72K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares3.17K
TypeSH
Market value$665.2K
0.30%
Sole
3.17K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.78K
TypeSH
Market value$634.5K
0.28%
Sole
1.78K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares1.39K
TypeSH
Market value$593.6K
0.26%
Sole
1.39K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares3.02K
TypeSH
Market value$566.0K
0.25%
Sole
3.02K
Shared
0.00
None
0.00
PENTAIR PLC
SOLEShares7.46K
TypeSH
Market value$542.8K
0.24%
Sole
7.46K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.00
TypeSH
Market value$542.6K
0.24%
Sole
1.00
Shared
0.00
None
0.00
XYLEM INC
SOLEShares4.55K
TypeSH
Market value$520.5K
0.23%
Sole
4.55K
Shared
0.00
None
0.00
WATERS CORP
SOLEShares1.56K
TypeSH
Market value$513.6K
0.23%
Sole
1.56K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares838.00
TypeSH
Market value$499.9K
0.22%
Sole
838.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.65K
TypeSH
Market value$499.3K
0.22%
Sole
1.65K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 1.65M | SH | $96.35M 42.92% | 1.65M | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 1.26M | SH | $74.63M 33.24% | 1.26M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 34.80K | SH | $6.70M 2.98% | 34.80K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 13.06K | SH | $4.91M 2.19% | 13.06K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 7.21K | SH | $3.45M 1.53% | 7.21K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 15.81K | SH | $2.48M 1.10% | 15.81K | 0.00 | 0.00 |
NOVO-NORDISK A SSOLE | ADR | 23.09K | SH | $2.39M 1.06% | 23.09K | 0.00 | 0.00 |
AAON INCSOLE | COM PAR $0.004 | 27K | SH | $1.99M 0.89% | 27K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 10.67K | SH | $1.49M 0.66% | 10.67K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 2.58K | SH | $1.36M 0.60% | 2.58K | 0.00 | 0.00 |
NUSHARES ETF TRSOLE | NUVEEN ESG US | 59.23K | SH | $1.32M 0.59% | 59.23K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 8.03K | SH | $1.31M 0.59% | 8.03K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 16.47K | SH | $1.00M 0.45% | 16.47K | 0.00 | 0.00 |
NORTHROP GRUMMAN CORPSOLE | COM | 1.87K | SH | $874.5K 0.39% | 1.87K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 5.72K | SH | $806.1K 0.36% | 5.72K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 3.17K | SH | $665.2K 0.30% | 3.17K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.78K | SH | $634.5K 0.28% | 1.78K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 1.39K | SH | $593.6K 0.26% | 1.39K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 3.02K | SH | $566.0K 0.25% | 3.02K | 0.00 | 0.00 |
PENTAIR PLCSOLE | SHS | 7.46K | SH | $542.8K 0.24% | 7.46K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 1.00 | SH | $542.6K 0.24% | 1.00 | 0.00 | 0.00 |
XYLEM INCSOLE | COM | 4.55K | SH | $520.5K 0.23% | 4.55K | 0.00 | 0.00 |
WATERS CORPSOLE | COM | 1.56K | SH | $513.6K 0.23% | 1.56K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 838.00 | SH | $499.9K 0.22% | 838.00 | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 1.65K | SH | $499.3K 0.22% | 1.65K | 0.00 | 0.00 |
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