Gould Asset Management LLC Purchases in Q3 2025

Gould Asset Management LLC

  • $534 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BWX
Spdr Bloomberg International T

ETFs
557K
New
$22.58 - $23.5 $12.6M - $13.1M
557K $12.8M
AAPL
Apple Inc.

Technology
1.38K
+ 3.62%
$202.38 - $256.87 $279K - $354K
39.4K $10M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
33.8K
+ 15.25%
$34.31 - $38.09 $1.16M - $1.29M
256K $9.7M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
9.49K
+ 5.47%
$50.79 - $54.95 $482K - $521K
183K $10M
IVV
Ishares Core S&P 500 ETF

ETFs
155
+ 0.68%
$620.67 - $670.08 $96.2K - $104K
22.8K $15.3M
VGSH
Vanguard

ETFs
17.7K
+ 3.2%
$58.43 - $58.88 $1.04M - $1.04M
572K $33.6M
VEA
Vanguard Ftse Developed Market

ETFs
7.02K
+ 3.86%
$56.02 - $60.3 $393K - $424K
189K $11.3M
VNQ
Vanguard Specialized Funds Van

ETFs
6.03K
+ 3.88%
$88.47 - $93.24 $534K - $563K
162K $14.8M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
16K
+ 2.66%
$26.15 - $27.4 $417K - $437K
616K $16.8M
DFAX
Dimensional ETF Tr
7.66K
+ 4.18%
$29.25 - $31.56 $224K - $242K
191K $5.99M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
883
+ 2.36%
$109.47 - $119.06 $96.7K - $105K
38.3K $4.53M
AVGO
Broadcom Inc.

Technology
150
+ 2.24%
$264.74 - $369.57 $39.7K - $55.4K
6.84K $2.25M
EWC
Ishares Msci Canada ETF

ETFs
4.07K
+ 22.24%
$45.86 - $50.88 $187K - $207K
22.4K $1.13M
BOND
Pimco Active Bond Exchange Tra

ETFs
1.61K
+ 1.54%
$90.83 - $93.81 $146K - $151K
106K $9.93M
EFA
Ishares Tr Msci Eafe ETF

ETFs
685
+ 1.37%
$87.29 - $93.61 $59.8K - $64.1K
50.8K $4.75M
GOOGL
Alphabet Inc.

Communication Services
1.07K
New
$174.36 - $254.72 $187K - $274K
1.07K $261K
MSFT
Microsoft Corp

Technology
194
+ 2.69%
$491.09 - $535.64 $95.3K - $104K
7.39K $3.83M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.53K
+ 29.43%
$115.96 - $125.95 $177K - $192K
6.71K $844K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.64K
+ 5.04%
$64.58 - $69.94 $106K - $115K
34.2K $2.38M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.19K
+ 3.75%
$87.05 - $93.19 $103K - $111K
32.9K $3.06M
ORCL
Oracle Corp

Technology
56
+ 1.66%
$218.96 - $328.33 $12.3K - $18.4K
3.44K $966K
XLK
Technology Sector Spdr

ETFs
804
New
$250.97 - $282.66 $202K - $227K
804 $226K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
1.39K
+ 3.5%
$47.64 - $51.71 $66.1K - $71.8K
41K $2.11M
GXG
Global X Msci Colombia

ETFs
7.04K
New
$29.04 - $29.91 $205K - $211K
7.04K $210K
ITW
Illinois Tool Works Inc

Industrials
796
New
$252.31 - $269.41 $201K - $214K
796 $207K
DUK
Duke Energy Corp

Utilities
1.67K
New
$116.31 - $125.93 $194K - $210K
1.67K $206K
JPM
Jpmorgan Chase & CO

Financial Services
187
+ 3.28%
$282.78 - $316.06 $52.9K - $59.1K
5.89K $1.86M
TSLA
Tesla, Inc.

Consumer Cyclical
450
New
$293.94 - $444.72 $132K - $200K
450 $200K
CVX
Chevron Corp

Energy
882
+ 42.59%
$145.57 - $161.83 $128K - $143K
2.95K $458K
SHV
Ishares Tr

ETFs
1.31K
+ 3.22%
$110.06 - $110.49 $144K - $145K
42K $4.64M
EWY
Ishares Inc Msci South Korea E

ETFs
400
+ 3.17%
$70.07 - $81.56 $28K - $32.6K
13K $1.04M
HD
Home Depot, Inc.

Consumer Cyclical
20
+ 0.61%
$357.4 - $423.42 $7.15K - $8.47K
3.3K $1.34M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
420
+ 2.55%
$57.58 - $64.29 $24.2K - $27K
16.9K $1.07M
ENB
Enbridge Inc

Energy
1.26K
+ 10.15%
$43.79 - $50.46 $55K - $63.3K
13.6K $687K
TRP
Tc Energy Corp

Energy
1.33K
+ 14.72%
$46.58 - $54.41 $61.7K - $72.1K
10.3K $561K
COST
Costco Wholesale Corp

Consumer Defensive
253
+ 14.07%
$915.95 - $994.57 $232K - $252K
2.05K $1.9M
JNJ
Johnson & Johnson

Healthcare
135
+ 5.11%
$155.17 - $185.42 $20.9K - $25K
2.78K $514K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
321
+ 1.77%
$49.43 - $54.52 $15.9K - $17.5K
18.4K $998K
WMT
Walmart Inc.

Consumer Defensive
87
+ 0.52%
$94.4 - $104.27 $8.21K - $9.07K
16.7K $1.73M
CMF
Ishares California Muni Bond E

ETFs
615
+ 1.44%
$55.16 - $57.13 $33.9K - $35.1K
43.5K $2.48M
DFAU
Dimensional ETF Tr

ETFs
500
+ 2.52%
$42.42 - $45.96 $21.2K - $23K
20.3K $930K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.15K
+ 1.98%
$45.72 - $47.27 $52.3K - $54.1K
59K $2.77M
EWH
Ishares Msci Hong Kong ETF

ETFs
1.03K
+ 2.59%
$19.82 - $22.04 $20.3K - $22.6K
40.5K $873K
MUB
Ishares National Muni Bond ETF

ETFs
690
+ 9.76%
$103.24 - $106.68 $71.2K - $73.6K
7.76K $826K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.43K
+ 3.18%
$21.69 - $23.34 $31K - $33.4K
46.4K $1.08M
PEP
Pepsico Inc

Consumer Defensive
134
+ 1.78%
$133.81 - $152.16 $17.9K - $20.4K
7.67K $1.08M
EPD
Enterprise Products Partners L.P.

Energy
2.47K
+ 16.71%
$30.74 - $32.14 $76K - $79.5K
17.3K $540K
EWS
Ishares Inc Msci Singapore ETF

ETFs
475
+ 1.73%
$25.8 - $29.15 $12.3K - $13.8K
27.9K $791K
IEFA
Ishares Tr

ETFs
557
+ 10.93%
$81.7 - $87.53 $45.5K - $48.8K
5.65K $493K
Activity Summary
Buys All Purchases 98 New Holdings 8 Increased Positions 90 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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