Gould Asset Management LLC Purchases and Sells in Q4 2024

Gould Asset Management LLC

$472 Million
Q4 2024

Top Buys

Incresed Positions

72 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	9.46K + 31.95%	$221.69 - $259.02 $2.1M - $2.45M	39.1K $9.78M
STIP	30.2K + 11.42%	$100.24 - $101.35 $3.02M - $3.06M	294K $29.6M
VGSH	39K + 10.33%	$58.02 - $58.88 $2.26M - $2.3M	417K $24.2M
VGLT	33.4K + 216.26%	$55.1 - $61.74 $1.84M - $2.06M	48.8K $2.7M
BOND	17.4K + 23.35%	$90.42 - $94.5 $1.57M - $1.65M	92K $8.32M
SHV	10.6K + 37.84%	$109.92 - $110.57 $1.17M - $1.18M	38.8K $4.27M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBTH	90.1K New	$22.1 - $22.59 $1.99M - $2.04M	90.1K $2M
IBDS	52.9K New	$23.88 - $24.32 $1.26M - $1.29M	52.9K $1.27M
LQD	8.94K New	$106.56 - $113.11 $952K - $1.01M	8.94K $954K
FBND	11.2K New	$44.87 - $46.86 $501K - $523K	11.2K $500K
IBMP	18K New	$25.08 - $25.43 $451K - $457K	18K $451K
NVDA	1.8K New	$117.0 - $148.88 $211K - $268K	1.8K $241K

Top Sells

Reduced Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLT	-36.7K - 13.97%	$87.1 - $98.49 $3.2M - $3.62M	226K $19.8M
BAB	-5.87K - 1.16%	$26.08 - $27.65 $153K - $162K	500K $13.1M
VWO	-9.29K - 29.77%	$44.04 - $49.49 $409K - $460K	21.9K $965K
BND	-3.58K - 8.41%	$71.75 - $75.11 $257K - $269K	39K $2.81M
VCSH	-1.36K - 0.67%	$77.86 - $79.27 $106K - $108K	201K $15.7M
VTIP	-3.82K - 3.25%	$48.33 - $49.08 $185K - $188K	114K $5.51M

Activity Summary All Purchases 81 New Holdings 9 Increased Positions 72 All Sells 45 Reductions 45 Sold out 0 Calls 0 Puts 0

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