Gould Asset Management LLC Reduced Holdings in Q3 2024

Gould Asset Management LLC

  • $464 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GLDM
World Gold Trust

ETFs
-48.8K
- 19.93%
$46.2 - $53.01 $2.25M - $2.59M
196K $10.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-9.62K
- 17.57%
$75.32 - $84.37 $724K - $811K
45.1K $3.77M
MSFT
Microsoft Corp

Technology
-519
- 6.34%
$395.15 - $467.56 $205K - $243K
7.67K $3.3M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
-3.96K
- 54.43%
$61.6 - $65.13 $244K - $258K
3.32K $215K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-7.47K
- 19.3%
$41.9 - $48.26 $313K - $360K
31.2K $1.49M
COST
Costco Wholesale Corp

Consumer Defensive
-210
- 12.83%
$801.83 - $917.05 $168K - $193K
1.43K $1.27M
AMZN
Amazon Com Inc

Consumer Cyclical
-426
- 9.35%
$161.02 - $200.0 $68.6K - $85.2K
4.13K $769K
VTI
Vanguard Total Stock Market Et

ETFs
-385
- 21.69%
$255.18 - $283.2 $98.2K - $109K
1.39K $393K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.34K
- 9.06%
$113.45 - $126.18 $152K - $169K
13.4K $1.7M
TXN
Texas Instruments Inc

Technology
-315
- 9.57%
$194.6 - $194.6 $61.3K - $61.3K
2.98K $579K
META
Meta Platforms, Inc.

Communication Services
-153
- 29.37%
$453.41 - $572.44 $69.4K - $87.6K
368 $210K
LLY
Eli Lilly & CO

Healthcare
-39
- 5.88%
$772.14 - $960.02 $30.1K - $37.4K
624 $552K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.1K
- 10.32%
$36.98 - $41.55 $114K - $129K
26.9K $1.11M
VIG
Vanguard Dividend Appreciation

ETFs
-235
- 15.56%
$182.15 - $182.15 $42.8K - $42.8K
1.28K $232K
V
Visa Inc.

Financial Services
-287
- 7.93%
$253.74 - $291.56 $72.8K - $83.7K
3.33K $915K
SYK
Stryker Corp

Healthcare
-181
- 10.47%
$315.94 - $371.96 $57.2K - $67.3K
1.55K $559K
JPM
Jpmorgan Chase & CO

Financial Services
-375
- 6.02%
$194.9 - $224.8 $73.1K - $84.3K
5.85K $1.23M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-159
- 1.0%
$44.66 - $49.15 $7.1K - $7.81K
15.7K $739K
DIS
Walt Disney CO

Communication Services
-100
- 3.97%
$85.6 - $98.61 $8.56K - $9.86K
2.42K $232K
CB
Chubb LTD

Financial Services
-140
- 15.8%
$252.51 - $292.2 $35.4K - $40.9K
746 $215K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-50
- 7.2%
$283.28 - $314.39 $14.2K - $15.7K
644 $202K
PG
Procter & Gamble CO

Consumer Defensive
-245
- 5.09%
$160.76 - $177.82 $39.4K - $43.6K
4.57K $791K
FAN
First Tr Exchange Traded Fd Ii
-1K
- 7.45%
N/A
12.4K $0
ADP
Automatic Data Processing Inc

Industrials
-110
- 12.13%
$233.44 - $279.45 $25.7K - $30.7K
797 $220K
MA
Mastercard Inc

Financial Services
-167
- 9.14%
$429.6 - $500.99 $71.7K - $83.7K
1.66K $819K
KO
Coca Cola CO

Consumer Defensive
-450
- 7.25%
$62.69 - $73.01 $28.2K - $32.9K
5.76K $413K
PGF
Invesco Exchange Traded Fd Tr

ETFs
-538
- 1.67%
$14.7 - $15.89 $7.91K - $8.55K
31.7K $496K
CSCO
Cisco Systems, Inc.

Technology
-479
- 5.61%
$44.74 - $53.22 $21.4K - $25.5K
8.06K $428K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-15
- 1.17%
$475.2 - $527.7 $7.13K - $7.92K
1.27K $670K
XJR
Ishares Tresg Screened S&P Sma

ETFs
-120
- 1.39%
$37.45 - $42.19 $4.49K - $5.06K
8.49K $354K
SPGI
S&P Global Inc.

Financial Services
-30
- 4.7%
$446.32 - $527.38 $13.4K - $15.8K
608 $314K
ABT
Abbott Laboratories

Healthcare
-110
- 2.48%
$100.07 - $118.13 $11K - $13K
4.32K $492K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-17
- 0.02%
$22.55 - $23.1 $383 - $393
81.4K $1.88M
ACN
Accenture PLC

Technology
-205
- 9.25%
$295.44 - $355.81 $60.6K - $72.9K
2.01K $711K
DFAU
Dimensional ETF Tr

ETFs
-10
- 0.05%
$35.8 - $39.69 $358 - $397
20.8K $824K
ORCL
Oracle Corp

Technology
-394
- 10.19%
$125.9 - $170.35 $49.6K - $67.1K
3.47K $591K
VGLT
Vanguard Long Term Treasury Et

ETFs
-230
- 1.47%
$56.52 - $63.23 $13K - $14.5K
15.4K $949K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-1.2K
- 1.51%
$11.52 - $12.52 $13.8K - $15K
78.1K $964K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-490
- 2.08%
$32.04 - $37.11 $15.7K - $18.2K
23K $838K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-1.01K
- 2.9%
$38.71 - $42.43 $38.9K - $42.6K
33.6K $1.42M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-15
- 1.18%
$405.19 - $478.57 $6.08K - $7.18K
1.26K $579K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-360
- 3.45%
$175.05 - $196.39 $63K - $70.7K
10.1K $1.98M
IYR
Ishares Tr

ETFs
-180
- 2.92%
$86.93 - $103.61 $15.6K - $18.6K
5.98K $608K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-340
- 2.39%
$108.44 - $120.37 $36.9K - $40.9K
13.9K $1.67M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-1.09K
- 3.22%
$55.06 - $62.25 $60K - $67.9K
32.7K $2.01M
VEU
Vanguard Ftse All World Ex Us

ETFs
-290
- 1.32%
$56.47 - $63.69 $16.4K - $18.5K
21.7K $1.37M
MCD
Mcdonalds Corp

Consumer Cyclical
-200
- 6.91%
$245.82 - $304.51 $49.2K - $60.9K
2.7K $820K
UNH
Unitedhealth Group Inc

Healthcare
-25
- 1.49%
$488.01 - $604.18 $12.2K - $15.1K
1.65K $963K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-20
- 0.32%
$523.84 - $572.02 $10.5K - $11.4K
6.32K $3.6M
Activity Summary
Buys All Purchases 62 New Holdings 6 Increased Positions 56 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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