Gould Asset Management LLC Incresed Positions in Q2 2024

Gould Asset Management LLC

  • $431 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
STIP
Ishares Barclays 0 5 Year Tips

ETFs
88.5K
+ 58.7%
$98.69 - $99.57 $8.73M - $8.81M
239K $23.8M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
29.4K
+ 20.81%
$28.28 - $31.13 $832K - $916K
171K $5.23M
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
33.3K
+ 67.34%
$23.85 - $23.98 $794K - $798K
82.7K $1.98M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
34.4K
+ 76.41%
$23.1 - $23.22 $794K - $798K
79.3K $1.84M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
35.3K
+ 76.3%
$22.46 - $22.66 $792K - $799K
81.5K $1.85M
VGSH
Vanguard

ETFs
12.7K
+ 3.7%
$57.55 - $58.0 $729K - $735K
355K $20.6M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
8.82K
+ 5.35%
$76.35 - $77.35 $673K - $682K
174K $13.4M
GLDM
World Gold Trust

ETFs
1.91K
+ 0.78%
$44.52 - $48.11 $84.9K - $91.7K
245K $11.3M
SHV
Ishares Tr

ETFs
4.08K
+ 19.14%
$110.04 - $110.51 $448K - $450K
25.4K $2.8M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
13.3K
+ 41.56%
$24.98 - $25.13 $333K - $335K
45.4K $1.14M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
14.1K
+ 41.26%
$23.65 - $23.82 $333K - $335K
48.2K $1.15M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
15.6K
+ 3.4%
$25.69 - $26.82 $400K - $417K
474K $12.5M
MSFT
Microsoft Corp

Technology
214
+ 2.68%
$389.33 - $452.85 $83.3K - $96.9K
8.19K $3.66M
VNQ
Vanguard Specialized Funds Van

ETFs
7.32K
+ 5.56%
$78.61 - $85.97 $575K - $629K
139K $11.6M
BOND
Pimco Active Bond Exchange Tra

ETFs
3.15K
+ 5.02%
$89.04 - $91.74 $280K - $289K
65.7K $5.99M
CMF
Ishares California Muni Bond E

ETFs
4.43K
+ 14.05%
$56.38 - $57.26 $250K - $254K
36K $2.04M
AVGO
Broadcom Inc.

Technology
9
+ 1.27%
$1204.71 - $1828.87 $10.8K - $16.5K
717 $1.15M
AMZN
Amazon Com Inc

Consumer Cyclical
591
+ 14.9%
$173.67 - $197.85 $103K - $117K
4.56K $880K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
338
+ 0.92%
$87.24 - $97.37 $29.5K - $32.9K
37K $3.58M
LLY
Eli Lilly & CO

Healthcare
39
+ 6.25%
$724.87 - $909.04 $28.3K - $35.5K
663 $600K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.46K
+ 14.37%
$77.99 - $80.49 $114K - $118K
11.6K $928K
DFAX
Dimensional ETF Tr
3.76K
+ 2.39%
$24.57 - $26.36 $92.5K - $99.2K
161K $4.1M
ORCL
Oracle Corp

Technology
209
+ 5.71%
$113.75 - $144.64 $23.8K - $30.2K
3.87K $546K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
2.32K
+ 5.22%
$73.79 - $77.66 $171K - $180K
46.8K $3.55M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.88K
+ 15.24%
$24.19 - $24.51 $45.4K - $46K
14.2K $347K
TIP
Ishares Tr Tips Bd ETF

ETFs
355
+ 4.49%
$105.01 - $107.23 $37.3K - $38.1K
8.27K $882K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
825
+ 2.72%
$76.22 - $82.36 $62.9K - $67.9K
31.2K $2.46M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
685
+ 6.94%
$45.65 - $47.02 $31.3K - $32.2K
10.6K $492K
SPGI
S&P Global Inc.

Financial Services
30
+ 4.93%
$408.56 - $448.91 $12.3K - $13.5K
638 $284K
MUB
Ishares National Muni Bond ETF

ETFs
280
+ 4.53%
$105.37 - $107.16 $29.5K - $30K
6.46K $688K
SPSB
Spdr Portfolio Short Term Corp

ETFs
965
+ 1.31%
$29.51 - $29.7 $28.5K - $28.7K
74.6K $2.22M
Dimensional Us Core Equity 1
3.67K
+ 33.03%
N/A
14.8K $0
Linde PLC
43
+ 6.53%
N/A
702 $0
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
180
+ 1.37%
$16.84 - $17.64 $3.03K - $3.18K
13.3K $230K
EPD
Enterprise Products Partners L.P.

Energy
3
+ 0.02%
$27.74 - $29.88 $83.2 - $89.6
14.8K $428K
PGF
Invesco Exchange Traded Fd Tr

ETFs
705
+ 2.24%
$14.43 - $15.3 $10.2K - $10.8K
32.2K $474K
XJR
Ishares Tresg Screened S&P Sma

ETFs
50
+ 0.58%
$36.08 - $39.37 $1.8K - $1.97K
8.61K $325K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
1.19K
+ 1.52%
$11.3 - $11.9 $13.4K - $14.2K
79.3K $915K
SYK
Stryker Corp

Healthcare
31
+ 1.83%
$324.3 - $354.67 $10.1K - $11K
1.73K $588K
V
Visa Inc.

Financial Services
87
+ 2.46%
$262.47 - $281.5 $22.8K - $24.5K
3.62K $949K
MA
Mastercard Inc

Financial Services
67
+ 3.81%
$441.1 - $479.43 $29.6K - $32.1K
1.83K $805K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
180
+ 0.52%
$37.95 - $41.03 $6.83K - $7.39K
34.6K $1.37M
TLT
Ishares Barclays 20+ Year Trea

ETFs
4K
+ 1.64%
$87.78 - $94.67 $351K - $379K
249K $22.8M
Activity Summary
Buys All Purchases 50 New Holdings 6 Increased Positions 44 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Gould Asset Management LLC Portfolio

Follow Gould Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gould Asset Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Gould Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email