Gould Asset Management LLC Purchases in Q4 2024

Gould Asset Management LLC

  • $472 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TXN
Texas Instruments Inc

Technology
125
+ 4.2%
N/A
3.1K $603K
BLK
Black Rock Inc.

Financial Services
5
+ 2.13%
$934.02 - $1065.26 $4.67K - $5.33K
240 $246K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.17K
+ 7.13%
$24.61 - $25.12 $28.7K - $29.3K
17.5K $432K
CAT
Caterpillar Inc

Industrials
165
+ 11.07%
$360.37 - $416.88 $59.5K - $68.8K
1.66K $600K
ORCL
Oracle Corp

Technology
176
+ 5.07%
$165.41 - $192.43 $29.1K - $33.9K
3.65K $608K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
3.7K
+ 9.49%
$9.57 - $10.31 $35.4K - $38.1K
42.7K $410K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
140
+ 0.86%
$26.55 - $26.67 $3.72K - $3.73K
16.5K $438K
Bunge Limited
30
+ 0.72%
N/A
4.19K $0
Dimensional Us Core Equity 1
251
+ 1.63%
N/A
15.6K $0
IBMO
Ishares Tr Ibonds December 202

ETFs
20
+ 0.12%
$25.4 - $25.62 $508 - $512
17.2K $436K
BRFS
Brf S.A.

Consumer Defensive
2.38K
+ 3.56%
$4.05 - $4.77 $9.64K - $11.4K
69.3K $282K
PG
Procter & Gamble CO

Consumer Defensive
81
+ 1.77%
$161.05 - $179.7 $13K - $14.6K
4.65K $780K
EWC
Ishares Msci Canada ETF

ETFs
361
+ 1.71%
$39.64 - $43.28 $14.3K - $15.6K
21.5K $866K
VALE
Vale S.A.

Basic Materials
2.85K
+ 17.88%
$8.74 - $11.78 $24.9K - $33.6K
18.8K $166K
ITUB
Itau Unibanco Holding S.A.

Financial Services
5.93K
+ 19.29%
$4.96 - $6.57 $29.4K - $38.9K
36.6K $181K
JNJ
Johnson & Johnson

Healthcare
150
+ 5.7%
$143.34 - $165.86 $21.5K - $24.9K
2.78K $402K
HD
Home Depot, Inc.

Consumer Cyclical
60
+ 1.85%
$385.02 - $431.37 $23.1K - $25.9K
3.31K $1.29M
KO
Coca Cola CO

Consumer Defensive
375
+ 6.51%
$61.74 - $71.71 $23.2K - $26.9K
6.14K $382K
MCD
Mcdonalds Corp

Consumer Cyclical
20
+ 0.74%
$288.47 - $316.54 $5.77K - $6.33K
2.72K $787K
EWH
Ishares Msci Hong Kong ETF

ETFs
2.41K
+ 6.26%
$16.41 - $20.35 $39.5K - $48.9K
40.8K $680K
BBD
Bank Bradesco

Financial Services
5.35K
+ 8.16%
$1.87 - $2.77 $10K - $14.8K
70.8K $135K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1.35K
+ 7.46%
$64.62 - $71.43 $87.2K - $96.4K
19.5K $1.26M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.9K
+ 8.64%
$75.1 - $82.99 $293K - $323K
49K $3.7M
EWY
Ishares Inc Msci South Korea E

ETFs
1.14K
+ 10.5%
$50.89 - $63.57 $57.8K - $72.2K
11.9K $607K
UNH
Unitedhealth Group Inc

Healthcare
45
+ 2.73%
$485.52 - $625.25 $21.8K - $28.1K
1.69K $856K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
24.8K
+ 92.04%
$18.41 - $40.87 $456K - $1.01M
51.7K $955K
DFAX
Dimensional ETF Tr
7.87K
+ 4.52%
$24.76 - $27.04 $195K - $213K
182K $4.52M
VNQ
Vanguard Specialized Funds Van

ETFs
10.6K
+ 7.74%
$87.85 - $98.6 $927K - $1.04M
147K $13.1M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
390
+ 1.24%
$75.65 - $83.47 $29.5K - $32.6K
31.9K $2.43M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
1.18K
+ 2.28%
$74.68 - $81.45 $88.2K - $96.2K
53K $3.96M
Activity Summary
Buys All Purchases 81 New Holdings 9 Increased Positions 72 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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