Gould Asset Management LLC Incresed Positions in Q4 2024

Gould Asset Management LLC

  • $472 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
9.46K
+ 31.95%
$221.69 - $259.02 $2.1M - $2.45M
39.1K $9.78M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
30.2K
+ 11.42%
$100.24 - $101.35 $3.02M - $3.06M
294K $29.6M
VGSH
Vanguard

ETFs
39K
+ 10.33%
$58.02 - $58.88 $2.26M - $2.3M
417K $24.2M
VGLT
Vanguard Long Term Treasury Et

ETFs
33.4K
+ 216.26%
$55.1 - $61.74 $1.84M - $2.06M
48.8K $2.7M
BOND
Pimco Active Bond Exchange Tra

ETFs
17.4K
+ 23.35%
$90.42 - $94.5 $1.57M - $1.65M
92K $8.32M
SHV
Ishares Tr

ETFs
10.6K
+ 37.84%
$109.92 - $110.57 $1.17M - $1.18M
38.8K $4.27M
VEA
Vanguard Ftse Developed Market

ETFs
39.4K
+ 24.53%
$47.57 - $52.44 $1.87M - $2.06M
200K $9.55M
GLDM
World Gold Trust

ETFs
19.9K
+ 10.14%
$50.76 - $55.23 $1.01M - $1.1M
216K $11.2M
META
Meta Platforms, Inc.

Communication Services
1.08K
+ 293.48%
$554.08 - $632.68 $598K - $683K
1.45K $854K
AVGO
Broadcom Inc.

Technology
145
+ 2.14%
$159.67 - $250.0 $23.2K - $36.3K
6.93K $1.61M
CMF
Ishares California Muni Bond E

ETFs
4.91K
+ 11.57%
$56.66 - $58.1 $278K - $285K
47.4K $2.71M
JPM
Jpmorgan Chase & CO

Financial Services
110
+ 1.88%
$205.18 - $250.29 $22.6K - $27.5K
5.96K $1.43M
WMT
Walmart Inc.

Consumer Defensive
275
+ 1.69%
$79.1 - $95.7 $21.8K - $26.3K
16.6K $1.5M
V
Visa Inc.

Financial Services
80
+ 2.4%
$273.87 - $320.91 $21.9K - $25.7K
3.41K $1.08M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
255
+ 0.68%
$100.18 - $109.1 $25.5K - $27.8K
37.8K $3.97M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
22.8K
+ 10.65%
$30.48 - $34.2 $696K - $781K
237K $7.24M
SPSB
Spdr Portfolio Short Term Corp

ETFs
5.76K
+ 7.47%
$29.77 - $30.19 $171K - $174K
82.8K $2.47M
MUB
Ishares National Muni Bond ETF

ETFs
1.33K
+ 18.83%
$105.78 - $108.7 $140K - $144K
8.36K $890K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
3.17K
+ 26.27%
$46.33 - $48.6 $147K - $154K
15.2K $707K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
1.54K
+ 4.09%
$43.67 - $47.04 $67K - $72.2K
39K $1.77M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
244
+ 19.37%
$442.29 - $483.08 $108K - $118K
1.5K $681K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
3.94K
+ 8.58%
$25.0 - $25.11 $98.4K - $98.8K
49.8K $1.25M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3.95K
+ 8.19%
N/A
52.2K $1.24M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
165
+ 2.61%
$563.99 - $620.12 $93.1K - $102K
6.48K $3.69M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
4.35K
+ 5.47%
$23.25 - $23.37 $101K - $102K
83.7K $1.95M
DSI
Ishares Msci Kld 400 Social Et

ETFs
735
+ 16.7%
$107.41 - $115.71 $78.9K - $85K
5.14K $566K
CSCO
Cisco Systems, Inc.

Technology
620
+ 7.7%
$52.45 - $60.02 $32.5K - $37.2K
8.68K $513K
MA
Mastercard Inc

Financial Services
45
+ 2.71%
$491.3 - $536.15 $22.1K - $24.1K
1.71K $897K
BAC
Bank Of America Corp

Financial Services
865
+ 9.32%
$39.22 - $47.77 $33.9K - $41.3K
10.1K $445K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.29K
+ 5.26%
$22.72 - $23.0 $97.4K - $98.6K
85.7K $1.96M
EWW
Ishares Inc Msci Mexico ETF

ETFs
1.11K
+ 17.44%
N/A
7.48K $426K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
410
+ 5.2%
$126.68 - $134.74 $51.9K - $55.2K
8.29K $1.06M
ABT
Abbott Laboratories

Healthcare
425
+ 9.84%
$111.93 - $119.39 $47.6K - $50.7K
4.74K $536K
ACN
Accenture PLC

Technology
130
+ 6.46%
$343.9 - $376.86 $44.7K - $49K
2.14K $753K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
410
+ 2.61%
$46.48 - $51.32 $19.1K - $21K
16.1K $775K
IBM
International Business Machines Corp

Technology
169
+ 17.62%
$204.9 - $238.04 $34.6K - $40.2K
1.13K $247K
VCIT
Vanguard Intermediate Term Cor

ETFs
945
+ 7.53%
$80.13 - $83.77 $75.7K - $79.2K
13.5K $1.08M
VTV
Vanguard Value ETF

ETFs
350
+ 6.17%
$168.32 - $181.87 $58.9K - $63.7K
6.02K $1.02M
DVY
Ishares Tr

ETFs
425
+ 5.72%
$129.55 - $143.41 $55.1K - $60.9K
7.86K $1.03M
IDV
Ishares Tr

ETFs
7.06K
+ 11.96%
$27.03 - $29.92 $191K - $211K
66.1K $1.81M
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
Dimensional Us Core Equity 1
251
+ 1.63%
N/A
15.6K $0
Bunge Limited
30
+ 0.72%
N/A
4.19K $0
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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