Filed: 2/10/2025ACC: 0001172661-25-000607
📋 What this filing means
GITTERMAN WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 128 equity positions with a total reported market value of $239.39M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
128
Positions
$239.39M
Total AUM (reported)
3.29M
Total Shares
Allocation by class
INTER TERM TREAS$104.01M43.4%
COM$45.24M18.9%
NASDQ CLN EDGE$27.26M11.4%
BLOOMBERG 1-3 MO$24.87M10.4%
U.S. TECH ETF$9.86M4.1%
CORE S&P500 ETF$4.32M1.8%
TOTAL STK MKT$3.23M1.3%
Portfolio Concentration
Top 3$156.14M65.2%
4–10$35.11M14.7%
11–25$15.07M6.3%
Rest$33.07M13.8%
Top 3 weight
65.2%
Top 10 weight
79.9%
Voting Authority Distribution
Total shares with voting rights: 3.29M
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
3.29M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole128
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings128
Rows:
VANGUARD SCOTTSDALE FDS
SOLEShares1.79M
TypeSH
Market value$104.01M
43.45%
Sole
0.00
Shared
0.00
None
1.79M
FIRST TR EXCHANGE TRADED FD
SOLEShares228.46K
TypeSH
Market value$27.26M
11.39%
Sole
0.00
Shared
0.00
None
228.46K
SPDR SER TR
SOLEShares271.96K
TypeSH
Market value$24.87M
10.39%
Sole
0.00
Shared
0.00
None
271.96K
ISHARES TR
SOLEShares61.81K
TypeSH
Market value$9.86M
4.12%
Sole
0.00
Shared
0.00
None
61.81K
APPLE INC
SOLEShares34.51K
TypeSH
Market value$8.64M
3.61%
Sole
0.00
Shared
0.00
None
34.51K
MICROSOFT CORP
SOLEShares11.22K
TypeSH
Market value$4.73M
1.98%
Sole
0.00
Shared
0.00
None
11.22K
ISHARES TR
SOLEShares7.35K
TypeSH
Market value$4.32M
1.81%
Sole
0.00
Shared
0.00
None
7.35K
VANGUARD INDEX FDS
SOLEShares11.14K
TypeSH
Market value$3.23M
1.35%
Sole
0.00
Shared
0.00
None
11.14K
JOHNSON & JOHNSON
SOLEShares16.60K
TypeSH
Market value$2.40M
1.00%
Sole
0.00
Shared
0.00
None
16.60K
INTERNATIONAL BUSINESS MACHS
SOLEShares8.75K
TypeSH
Market value$1.92M
0.80%
Sole
0.00
Shared
0.00
None
8.75K
NOVO-NORDISK A S
SOLEShares19.09K
TypeSH
Market value$1.64M
0.69%
Sole
0.00
Shared
0.00
None
19.09K
ALPHABET INC
SOLEShares8.44K
TypeSH
Market value$1.60M
0.67%
Sole
0.00
Shared
0.00
None
8.44K
NEXTERA ENERGY INC
SOLEShares21.92K
TypeSH
Market value$1.57M
0.66%
Sole
0.00
Shared
0.00
None
21.92K
UNITEDHEALTH GROUP INC
SOLEShares2.58K
TypeSH
Market value$1.31M
0.55%
Sole
0.00
Shared
0.00
None
2.58K
RBB FD INC
SOLEShares24.64K
TypeSH
Market value$1.23M
0.51%
Sole
0.00
Shared
0.00
None
24.64K
AAON INC
SOLEShares8K
TypeSH
Market value$941.4K
0.39%
Sole
0.00
Shared
0.00
None
8K
ALPHABET INC
SOLEShares4.60K
TypeSH
Market value$876.8K
0.37%
Sole
0.00
Shared
0.00
None
4.60K
NORTHROP GRUMMAN CORP
SOLEShares1.86K
TypeSH
Market value$872.9K
0.36%
Sole
0.00
Shared
0.00
None
1.86K
EXXON MOBIL CORP
SOLEShares7.47K
TypeSH
Market value$803.5K
0.34%
Sole
0.00
Shared
0.00
None
7.47K
AON PLC
SOLEShares2.04K
TypeSH
Market value$731.0K
0.31%
Sole
0.00
Shared
0.00
None
2.04K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.59K
TypeSH
Market value$718.9K
0.30%
Sole
0.00
Shared
0.00
None
1.59K
MASTERCARD INCORPORATED
SOLEShares1.34K
TypeSH
Market value$704.7K
0.29%
Sole
0.00
Shared
0.00
None
1.34K
AT&T INC
SOLEShares30.75K
TypeSH
Market value$700.2K
0.29%
Sole
0.00
Shared
0.00
None
30.75K
ISHARES TR
SOLEShares1.73K
TypeSH
Market value$695.5K
0.29%
Sole
0.00
Shared
0.00
None
1.73K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.00
TypeSH
Market value$680.9K
0.28%
Sole
0.00
Shared
0.00
None
1.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 1.79M | SH | $104.01M 43.45% | 0.00 | 0.00 | 1.79M |
FIRST TR EXCHANGE TRADED FDSOLE | NASDQ CLN EDGE | 228.46K | SH | $27.26M 11.39% | 0.00 | 0.00 | 228.46K |
SPDR SER TRSOLE | BLOOMBERG 1-3 MO | 271.96K | SH | $24.87M 10.39% | 0.00 | 0.00 | 271.96K |
ISHARES TRSOLE | U.S. TECH ETF | 61.81K | SH | $9.86M 4.12% | 0.00 | 0.00 | 61.81K |
APPLE INCSOLE | COM | 34.51K | SH | $8.64M 3.61% | 0.00 | 0.00 | 34.51K |
MICROSOFT CORPSOLE | COM | 11.22K | SH | $4.73M 1.98% | 0.00 | 0.00 | 11.22K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.35K | SH | $4.32M 1.81% | 0.00 | 0.00 | 7.35K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 11.14K | SH | $3.23M 1.35% | 0.00 | 0.00 | 11.14K |
JOHNSON & JOHNSONSOLE | COM | 16.60K | SH | $2.40M 1.00% | 0.00 | 0.00 | 16.60K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 8.75K | SH | $1.92M 0.80% | 0.00 | 0.00 | 8.75K |
NOVO-NORDISK A SSOLE | ADR | 19.09K | SH | $1.64M 0.69% | 0.00 | 0.00 | 19.09K |
ALPHABET INCSOLE | CAP STK CL A | 8.44K | SH | $1.60M 0.67% | 0.00 | 0.00 | 8.44K |
NEXTERA ENERGY INCSOLE | COM | 21.92K | SH | $1.57M 0.66% | 0.00 | 0.00 | 21.92K |
UNITEDHEALTH GROUP INCSOLE | COM | 2.58K | SH | $1.31M 0.55% | 0.00 | 0.00 | 2.58K |
RBB FD INCSOLE | US TREAS 3 MNTH | 24.64K | SH | $1.23M 0.51% | 0.00 | 0.00 | 24.64K |
AAON INCSOLE | COM PAR $0.004 | 8K | SH | $941.4K 0.39% | 0.00 | 0.00 | 8K |
ALPHABET INCSOLE | CAP STK CL C | 4.60K | SH | $876.8K 0.37% | 0.00 | 0.00 | 4.60K |
NORTHROP GRUMMAN CORPSOLE | COM | 1.86K | SH | $872.9K 0.36% | 0.00 | 0.00 | 1.86K |
EXXON MOBIL CORPSOLE | COM | 7.47K | SH | $803.5K 0.34% | 0.00 | 0.00 | 7.47K |
AON PLCSOLE | SHS CL A | 2.04K | SH | $731.0K 0.31% | 0.00 | 0.00 | 2.04K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.59K | SH | $718.9K 0.30% | 0.00 | 0.00 | 1.59K |
MASTERCARD INCORPORATEDSOLE | CL A | 1.34K | SH | $704.7K 0.29% | 0.00 | 0.00 | 1.34K |
AT&T INCSOLE | COM | 30.75K | SH | $700.2K 0.29% | 0.00 | 0.00 | 30.75K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 1.73K | SH | $695.5K 0.29% | 0.00 | 0.00 | 1.73K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 1.00 | SH | $680.9K 0.28% | 0.00 | 0.00 | 1.00 |
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