Gitterman Wealth Management, LLC 13F Holdings
CIK 0001861558 · Edison, NJ
As of Sep 30, 2025, Gitterman Wealth Management, LLC reported 653 positions worth
CIK 0001861558 · Edison, NJ
As of Sep 30, 2025, Gitterman Wealth Management, LLC reported 653 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| CORNERSTONE STRATEGIC INVESTMENT FUND INC | CLM | — | 13,987,560 | 15.8M | 8.30% |
| IMMUNOVANT INC | IMVT | Healthcare | 5,509,462 | $88.8M | 6.36% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 1,401,122 | $84.1M | 6.03% |
| RIVIAN AUTOMOTIVE INC | RIVN | Consumer Cyclical | 5,181,570 | $76.1M | 5.45% |
| VANGUARD 500 INDEX FUND | VOO | — | 97,320 | $59.6M | 4.27% |
| 2023 ETF SERIES TRUST II | QLTY | — | 1,623,342 | $58.7M | 4.21% |
| CORNERSTONE TOTAL RETURN FUND INC | CRF | — | 6,748,434 | $54.3M | 3.89% |
| ARCHER AVIATION INC | ACHR | Industrials | 4,570,238 | $43.8M | 3.14% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 424,957 | $39.0M | 2.79% |
| FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND | GRID | — | 241,144 | $36.4M | 2.61% |
| TRUMP MEDIA & TECHNOLOGY GROUP CORP | DJT | Communication Services | 2,176,474 | $35.7M | 2.56% |
| SPDR GOLD TRUST | GQ9 | — | 78,262 | $27.8M | 1.99% |
| PORCH GROUP INC | — | — | 16,000 | $26.7M | 1.91% |
| INVESCO WATER RESOURCES ETF | PHO | — | 368,922 | $26.6M | 1.91% |
| LIBERTY BROADBAND CORP | LBRDA | Communication Services | 396,536 | $25.1M | 1.80% |
| SUPER MICRO COMPUTER INC | — | — | 23,224 | $23.7M | 1.70% |
| STRATEGY INC | STRK | Technology | 258,476 | $23.2M | 1.66% |
| RIVIAN AUTOMOTIVE INC | — | — | 20,400 | $21.2M | 1.52% |
| ALIBABA GROUP HLDG LTD | — | — | 11,000 | $20.2M | 1.45% |
| COHEN & STEERS INFRASTRUCTURE FUND INC | UTF | — | 753,200 | 8.7M | 1.34% |
| RIVIAN AUTOMOTIVE INC | — | — | 19,500 | 8.3M | 1.31% |
| ISHARES CURRENCY HEDGED MSCI EAFE ETF | HEFA | — | 442,646 | 7.5M | 1.26% |
| SPOTIFY USA INC | — | — | 11,000 | 5.0M | 1.08% |
| ARIS WATER SOLUTIONS INC | ARIS | Utilities | 600,000 | 4.8M | 1.06% |
| CYBERARK SOFTWARE LTD | CYBR | Technology | 26,000 | 2.6M | 0.90% |