StockDriftsStockDriftsTop 50 Gitterman Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGIT | VANGUARD SCOTTSDALE FDS | 19.27% | 1.40M | $84.1M | +1.11%(+15.42K) | $62.73(-4.35%) | 2025-09-30 | |
| VOO | VANGUARD INDEX FDS | 13.66% | 97.3K | $59.6M | -0.58%(-566) | $535.59(+18.53%) | 2025-09-30 | |
| QLTY | 2023 ETF SERIES TRUST II | 13.46% | 1.62M | $58.7M | -0.10%(-1.57K) | $32.56(+19.82%) | 2025-09-30 | |
| BIL | SPDR SERIES TRUST | 8.93% | 425.0K | $39.0M | +4.78%(+19.39K) | $91.60(-0.26%) | 2025-09-30 | |
| GRID | FIRST TR EXCHANGE TRADED FD | 8.35% | 241.1K | $36.4M | -2.44%(-6.04K) | $110.26(+40.43%) | 2025-09-30 | |
| GLD | SPDR GOLD TR | 6.37% | 78.3K | $27.8M | -1.52%(-1.21K) | $265.44(+57.00%) | 2025-09-30 | |
| PHO | INVESCO EXCHANGE TRADED FD T | 6.1% | 368.9K | $26.6M | -0.28%(-1.05K) | $66.45(+7.94%) | 2025-09-30 | |
| HEFA | ISHARES TR | 4.02% | 442.6K | $17.5M | +0.33%(+1.47K) | $36.71(+12.91%) | 2025-09-30 | |
| AAPL | APPLE INC | 2.11% | 36.2K | $9.2M | +9.08%(+3.02K) | $143.09(+91.07%) | 2025-09-30 | |
| MSFT | MICROSOFT CORP | 1.58% | 13.3K | $6.9M | +18.23%(+2.05K) | $286.77(+70.07%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.90% | +32.74% |
| Top 20 Holdings Unweighted | +20.24% | +73.84% |
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