Gould Asset Management LLC Reduced Holdings in Q2 2024

Gould Asset Management LLC

  • $431 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
-6.73K
- 4.06%
$47.83 - $51.21 $322K - $344K
159K $7.85M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-10.8K
- 21.88%
$40.83 - $44.89 $442K - $486K
38.7K $1.69M
VXF
Vanguard Extended Market ETF

ETFs
-35
- 0.09%
$161.82 - $174.44 $5.66K - $6.11K
40.6K $6.85M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.57K
- 2.78%
$76.09 - $82.16 $119K - $129K
54.7K $4.29M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-100
- 1.55%
$516.55 - $556.17 $51.7K - $55.6K
6.34K $3.39M
HD
Home Depot, Inc.

Consumer Cyclical
-29
- 0.94%
$325.1 - $368.03 $9.43K - $10.7K
3.05K $1.05M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-945
- 8.3%
$169.52 - $183.86 $160K - $174K
10.4K $1.91M
MCD
Mcdonalds Corp

Consumer Cyclical
-80
- 2.69%
$249.37 - $280.22 $19.9K - $22.4K
2.9K $737K
BMY
Bristol Myers Squibb CO

Healthcare
-100
- 1.38%
$40.25 - $52.99 $4.03K - $5.3K
7.17K $297K
PEP
Pepsico Inc

Consumer Defensive
-65
- 0.81%
$163.33 - $183.11 $10.6K - $11.9K
8K $1.32M
JNJ
Johnson & Johnson

Healthcare
-311
- 11.47%
$144.38 - $157.78 $44.9K - $49.1K
2.4K $350K
IDV
Ishares Tr

ETFs
-1.96K
- 3.29%
$26.94 - $30.1 $52.7K - $58.8K
57.4K $1.59M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-935
- 2.69%
$54.72 - $58.75 $51.2K - $54.9K
33.8K $1.94M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-2.72K
- 2.37%
$47.74 - $48.54 $130K - $132K
112K $5.45M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-434
- 1.03%
$70.55 - $72.66 $30.6K - $31.5K
41.7K $3.01M
MRK
Merck & Co., Inc.

Healthcare
-150
- 3.39%
$123.8 - $132.96 $18.6K - $19.9K
4.27K $528K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-870
- 2.82%
$37.19 - $39.82 $32.4K - $34.6K
30K $1.15M
GLD
Spdr Gold Trust

ETFs
-708
- 6.48%
$207.82 - $224.56 $147K - $159K
10.2K $2.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-80
- 5.9%
$396.73 - $420.24 $31.7K - $33.6K
1.28K $518K
DVY
Ishares Tr

ETFs
-245
- 3.27%
$115.73 - $125.75 $28.4K - $30.8K
7.25K $876K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-205
- 2.61%
$114.71 - $121.51 $23.5K - $24.9K
7.66K $908K
EWC
Ishares Msci Canada ETF

ETFs
-435
- 2.11%
$36.48 - $38.62 $15.9K - $16.8K
20.1K $746K
VTV
Vanguard Value ETF

ETFs
-135
- 2.39%
$154.57 - $163.65 $20.9K - $22.1K
5.52K $885K
IYR
Ishares Tr

ETFs
-225
- 3.53%
$81.6 - $89.23 $18.4K - $20.1K
6.16K $540K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-350
- 6.54%
$61.69 - $64.0 $21.6K - $22.4K
5.01K $314K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-485
- 4.2%
$51.14 - $51.64 $24.8K - $25K
11.1K $571K
VEU
Vanguard Ftse All World Ex Us

ETFs
-350
- 1.56%
$56.22 - $60.47 $19.7K - $21.2K
22K $1.29M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.6K
- 6.35%
$31.14 - $34.36 $49.7K - $54.8K
23.5K $788K
ENB
Enbridge Inc

Energy
-143
- 1.51%
$32.97 - $37.83 $4.71K - $5.41K
9.31K $331K
HYD
Vaneck High Yield Muni ETF

ETFs
-110
- 2.08%
$51.05 - $52.32 $5.62K - $5.76K
5.18K $267K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-480
- 3.26%
$102.41 - $112.98 $49.2K - $54.2K
14.2K $1.6M
BAC
Bank Of America Corp

Financial Services
-400
- 5.99%
$34.68 - $40.02 $13.9K - $16K
6.28K $249K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-248
- 1.54%
$45.03 - $48.19 $11.2K - $12K
15.9K $760K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-560
- 3.65%
$108.69 - $119.84 $60.9K - $67.1K
14.8K $1.76M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-40
- 3.02%
$455.1 - $504.28 $18.2K - $20.2K
1.29K $643K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-55
- 1.25%
$94.27 - $104.77 $5.18K - $5.76K
4.34K $450K
KO
Coca Cola CO

Consumer Defensive
-100
- 1.58%
$58.06 - $64.15 $5.81K - $6.42K
6.21K $395K
DFAU
Dimensional ETF Tr

ETFs
-235
- 1.12%
$34.53 - $37.67 $8.11K - $8.85K
20.8K $779K
QCOM
Qualcomm Inc

Technology
-50
- 3.75%
$157.63 - $227.09 $7.88K - $11.4K
1.29K $255K
IAU
Ishares Gold Trust

ETFs
-1.9K
- 3.11%
$42.46 - $45.89 $80.7K - $87.2K
59.1K $2.6M
WMT
Walmart Inc.

Consumer Defensive
-25
- 0.16%
$58.85 - $68.9 $1.47K - $1.72K
15.3K $1.04M
IVV
Ishares Core S&P 500 ETF

ETFs
-727
- 2.86%
$497.53 - $549.64 $362K - $400K
24.7K $13.5M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-3.8K
- 2.06%
$40.47 - $44.95 $154K - $171K
181K $8.07M
AAPL
Apple Inc.

Technology
-123
- 0.42%
$165.0 - $216.67 $20.3K - $26.7K
29.4K $6.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.66K
- 1.48%
$495.16 - $548.49 $1.81M - $2.01M
244K $133M
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