Filed: 5/8/2024ACC: 0001172661-24-002066
📋 What this filing means
GITTERMAN WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 100 equity positions with a total reported market value of $257.97M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
100
Positions
$257.97M
Total AUM (reported)
3.82M
Total Shares
Allocation by class
SHORT TERM TREAS$102.02M39.5%
INTER TERM TREAS$52.63M20.4%
COM$36.29M14.1%
BLOOMBERG 1-3 MO$25.45M9.9%
NASDQ CLN EDGE$20.74M8.0%
CORE S&P500 ETF$3.79M1.5%
CL A$2.54M1.0%
Portfolio Concentration
Top 3$180.10M69.8%
4–10$42.13M16.3%
11–25$12.97M5.0%
Rest$22.77M8.8%
Top 3 weight
69.8%
Top 10 weight
86.1%
Voting Authority Distribution
Total shares with voting rights: 3.82M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.82M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole100
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings100
Rows:
VANGUARD SCOTTSDALE FDS
SOLEShares1.76M
TypeSH
Market value$102.02M
39.55%
Sole
0.00
Shared
0.00
None
1.76M
VANGUARD SCOTTSDALE FDS
SOLEShares898.89K
TypeSH
Market value$52.63M
20.40%
Sole
0.00
Shared
0.00
None
898.89K
SPDR SER TR
SOLEShares277.21K
TypeSH
Market value$25.45M
9.86%
Sole
0.00
Shared
0.00
None
277.21K
FIRST TR EXCHANGE TRADED FD
SOLEShares180.97K
TypeSH
Market value$20.74M
8.04%
Sole
0.00
Shared
0.00
None
180.97K
APPLE INC
SOLEShares35.75K
TypeSH
Market value$6.13M
2.38%
Sole
0.00
Shared
0.00
None
35.75K
MICROSOFT CORP
SOLEShares12.02K
TypeSH
Market value$5.06M
1.96%
Sole
0.00
Shared
0.00
None
12.02K
ISHARES TR
SOLEShares7.22K
TypeSH
Market value$3.79M
1.47%
Sole
0.00
Shared
0.00
None
7.22K
NOVO-NORDISK A S
SOLEShares19.09K
TypeSH
Market value$2.45M
0.95%
Sole
0.00
Shared
0.00
None
19.09K
JOHNSON & JOHNSON
SOLEShares15.04K
TypeSH
Market value$2.38M
0.92%
Sole
0.00
Shared
0.00
None
15.04K
ALPHABET INC
SOLEShares10.44K
TypeSH
Market value$1.58M
0.61%
Sole
0.00
Shared
0.00
None
10.44K
INTERNATIONAL BUSINESS MACHS
SOLEShares7.97K
TypeSH
Market value$1.52M
0.59%
Sole
0.00
Shared
0.00
None
7.97K
NEXTERA ENERGY INC
SOLEShares21.87K
TypeSH
Market value$1.40M
0.54%
Sole
0.00
Shared
0.00
None
21.87K
UNITEDHEALTH GROUP INC
SOLEShares2.58K
TypeSH
Market value$1.27M
0.49%
Sole
0.00
Shared
0.00
None
2.58K
RBB FD INC
SOLEShares21.27K
TypeSH
Market value$1.06M
0.41%
Sole
0.00
Shared
0.00
None
21.27K
NORTHROP GRUMMAN CORP
SOLEShares1.87K
TypeSH
Market value$894.1K
0.35%
Sole
0.00
Shared
0.00
None
1.87K
AAON INC
SOLEShares9K
TypeSH
Market value$792.9K
0.31%
Sole
0.00
Shared
0.00
None
9K
MASTERCARD INCORPORATED
SOLEShares1.47K
TypeSH
Market value$707.0K
0.27%
Sole
0.00
Shared
0.00
None
1.47K
NUSHARES ETF TR
SOLEShares31.61K
TypeSH
Market value$694.6K
0.27%
Sole
0.00
Shared
0.00
None
31.61K
XYLEM INC
SOLEShares5.30K
TypeSH
Market value$684.8K
0.27%
Sole
0.00
Shared
0.00
None
5.30K
ALPHABET INC
SOLEShares4.49K
TypeSH
Market value$683.6K
0.27%
Sole
0.00
Shared
0.00
None
4.49K
AON PLC
SOLEShares2.01K
TypeSH
Market value$670.5K
0.26%
Sole
0.00
Shared
0.00
None
2.01K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.58K
TypeSH
Market value$664.0K
0.26%
Sole
0.00
Shared
0.00
None
1.58K
GRAINGER W W INC
SOLEShares642.00
TypeSH
Market value$653.3K
0.25%
Sole
0.00
Shared
0.00
None
642.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.00
TypeSH
Market value$634.4K
0.25%
Sole
0.00
Shared
0.00
None
1.00
HONEYWELL INTL INC
SOLEShares3.07K
TypeSH
Market value$630.5K
0.24%
Sole
0.00
Shared
0.00
None
3.07K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 1.76M | SH | $102.02M 39.55% | 0.00 | 0.00 | 1.76M |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 898.89K | SH | $52.63M 20.40% | 0.00 | 0.00 | 898.89K |
SPDR SER TRSOLE | BLOOMBERG 1-3 MO | 277.21K | SH | $25.45M 9.86% | 0.00 | 0.00 | 277.21K |
FIRST TR EXCHANGE TRADED FDSOLE | NASDQ CLN EDGE | 180.97K | SH | $20.74M 8.04% | 0.00 | 0.00 | 180.97K |
APPLE INCSOLE | COM | 35.75K | SH | $6.13M 2.38% | 0.00 | 0.00 | 35.75K |
MICROSOFT CORPSOLE | COM | 12.02K | SH | $5.06M 1.96% | 0.00 | 0.00 | 12.02K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.22K | SH | $3.79M 1.47% | 0.00 | 0.00 | 7.22K |
NOVO-NORDISK A SSOLE | ADR | 19.09K | SH | $2.45M 0.95% | 0.00 | 0.00 | 19.09K |
JOHNSON & JOHNSONSOLE | COM | 15.04K | SH | $2.38M 0.92% | 0.00 | 0.00 | 15.04K |
ALPHABET INCSOLE | CAP STK CL A | 10.44K | SH | $1.58M 0.61% | 0.00 | 0.00 | 10.44K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 7.97K | SH | $1.52M 0.59% | 0.00 | 0.00 | 7.97K |
NEXTERA ENERGY INCSOLE | COM | 21.87K | SH | $1.40M 0.54% | 0.00 | 0.00 | 21.87K |
UNITEDHEALTH GROUP INCSOLE | COM | 2.58K | SH | $1.27M 0.49% | 0.00 | 0.00 | 2.58K |
RBB FD INCSOLE | US TREAS 3 MNTH | 21.27K | SH | $1.06M 0.41% | 0.00 | 0.00 | 21.27K |
NORTHROP GRUMMAN CORPSOLE | COM | 1.87K | SH | $894.1K 0.35% | 0.00 | 0.00 | 1.87K |
AAON INCSOLE | COM PAR $0.004 | 9K | SH | $792.9K 0.31% | 0.00 | 0.00 | 9K |
MASTERCARD INCORPORATEDSOLE | CL A | 1.47K | SH | $707.0K 0.27% | 0.00 | 0.00 | 1.47K |
NUSHARES ETF TRSOLE | NUVEEN ESG US | 31.61K | SH | $694.6K 0.27% | 0.00 | 0.00 | 31.61K |
XYLEM INCSOLE | COM | 5.30K | SH | $684.8K 0.27% | 0.00 | 0.00 | 5.30K |
ALPHABET INCSOLE | CAP STK CL C | 4.49K | SH | $683.6K 0.27% | 0.00 | 0.00 | 4.49K |
AON PLCSOLE | SHS CL A | 2.01K | SH | $670.5K 0.26% | 0.00 | 0.00 | 2.01K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.58K | SH | $664.0K 0.26% | 0.00 | 0.00 | 1.58K |
GRAINGER W W INCSOLE | COM | 642.00 | SH | $653.3K 0.25% | 0.00 | 0.00 | 642.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 1.00 | SH | $634.4K 0.25% | 0.00 | 0.00 | 1.00 |
HONEYWELL INTL INCSOLE | COM | 3.07K | SH | $630.5K 0.24% | 0.00 | 0.00 | 3.07K |
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