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
XOM
Exxon Mobil Corp

Energy
133
+ 1.36%
$105.83 - $117.22 $14.1K - $15.6K
9.9K $1.12M
EZA
Ishares Msci South Africa ETF

ETFs
100
+ 2.03%
$52.86 - $64.1 $5.29K - $6.41K
5.03K $322K
MCD
Mcdonalds Corp

Consumer Cyclical
42
+ 1.63%
$291.67 - $316.99 $12.3K - $13.3K
2.62K $796K
PAA
Plains All American Pipeline LP

Energy
4K
+ 19.53%
$16.88 - $18.93 $67.5K - $75.7K
24.5K $417K
VALE
Vale S.A.

Basic Materials
1.5K
+ 7.17%
$9.53 - $10.95 $14.3K - $16.4K
22.4K $243K
MA
Mastercard Inc

Financial Services
50
+ 3.12%
$550.18 - $598.96 $27.5K - $29.9K
1.65K $939K
BRF
Vaneck ETF Tr Vaneck Brazil Sm

ETFs
1.33K
+ 6.69%
$14.09 - $16.59 $18.7K - $22K
21.1K $344K
VTI
Vanguard Total Stock Market Et

ETFs
30
+ 2.6%
$303.93 - $329.86 $9.12K - $9.9K
1.19K $388K
BBD
Bank Bradesco

Financial Services
4.2K
+ 5.77%
$2.75 - $3.39 $11.6K - $14.2K
77K $260K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.23K
+ 2.2%
$24.14 - $24.34 $29.6K - $29.8K
57K $1.39M
IBMP
Ishares Tr Ibonds December 202

ETFs
1.17K
+ 5.64%
$25.3 - $25.56 $29.6K - $29.9K
21.9K $558K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.33K
+ 1.42%
$22.36 - $22.52 $29.6K - $29.8K
94.6K $2.13M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.3K
+ 1.44%
$22.84 - $22.95 $29.7K - $29.8K
91.7K $2.11M
SUB
Ishares Short Term National Mu

ETFs
265
+ 4.21%
$106.17 - $107.3 $28.1K - $28.4K
6.57K $701K
ITUB
Itau Unibanco Holding S.A.

Financial Services
1.33K
+ 3.48%
$6.18 - $7.41 $8.22K - $9.86K
39.6K $290K
TXN
Texas Instruments Inc

Technology
157
+ 5.27%
N/A
3.14K $610K
IBMO
Ishares Tr Ibonds December 202

ETFs
1.17K
+ 5.72%
$25.58 - $25.72 $29.8K - $30K
21.5K $552K
XJR
Ishares Tresg Screened S&P Sma

ETFs
75
+ 0.87%
$39.17 - $43.37 $2.94K - $3.25K
8.69K $369K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.23K
+ 2.24%
N/A
56.2K $1.34M
VCIT
Vanguard Intermediate Term Cor

ETFs
235
+ 3.72%
$81.75 - $84.54 $19.2K - $19.9K
6.56K $551K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
140
+ 2.88%
$63.88 - $69.11 $8.94K - $9.68K
5K $339K
ABT
Abbott Laboratories

Healthcare
255
+ 5.49%
$120.51 - $136.62 $30.7K - $34.8K
4.9K $656K
VIG
Vanguard Dividend Appreciation

ETFs
118
+ 9.48%
N/A
1.36K $248K
EWW
Ishares Inc Msci Mexico ETF

ETFs
345
+ 4.53%
N/A
7.96K $453K
EWA
Ishares Msci Australia ETF

ETFs
470
+ 4.45%
$25.91 - $27.57 $12.2K - $13K
11K $297K
TIP
Ishares Tr Tips Bd ETF

ETFs
90
+ 1.1%
$109.11 - $111.88 $9.82K - $10.1K
8.26K $918K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
100
+ 2.04%
$61.4 - $65.41 $6.14K - $6.54K
5.01K $321K
NTR
Nutrien Ltd.

Basic Materials
160
+ 4.43%
$55.69 - $62.11 $8.91K - $9.94K
3.77K $221K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
160
+ 4.88%
$72.15 - $75.72 $11.5K - $12.1K
3.44K $252K
CB
Chubb LTD

Financial Services
42
+ 5.43%
$265.99 - $289.59 $11.2K - $12.2K
816 $230K
ADP
Automatic Data Processing Inc

Industrials
55
+ 7.17%
$288.69 - $310.94 $15.9K - $17.1K
822 $241K
CSCO
Cisco Systems, Inc.

Technology
167
+ 2.05%
$66.2 - $71.79 $11.1K - $12K
8.31K $568K
Bunge Limited
230
+ 4.95%
N/A
4.88K $0
Nuveen Glb High Inc Fd
940
+ 4.43%
N/A
22.1K $0
Dimensional Us Core Equity 1
3.29K
+ 14.45%
N/A
26.1K $0
FAN
First Tr Exchange Traded Fd Ii
435
+ 3.56%
N/A
12.7K $0
Ge Vernova LLC Com
368
New
N/A
368 $0
OKE
Oneok Inc

Energy
870
+ 11.87%
$71.36 - $83.47 $62.1K - $72.6K
8.2K $598K
PG
Procter & Gamble CO

Consumer Defensive
111
+ 2.56%
$150.47 - $161.22 $16.7K - $17.9K
4.45K $684K
IIF
Morgan Stanley India Investment Fund, Inc.

Financial Services
380
+ 3.63%
$26.25 - $28.3 $9.98K - $10.8K
10.9K $287K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
421
+ 2.73%
$46.51 - $50.07 $19.6K - $21.1K
15.9K $744K
KO
Coca Cola CO

Consumer Defensive
225
+ 3.81%
$65.67 - $71.67 $14.8K - $16.1K
6.13K $406K
SYK
Stryker Corp

Healthcare
75
+ 4.68%
$368.57 - $403.53 $27.6K - $30.3K
1.68K $620K
SMIN
Ishares Msci India Small Cap I

ETFs
90
+ 1.91%
$71.7 - $78.29 $6.45K - $7.05K
4.81K $344K
CRESY
Cresud Inc

Industrials
370
+ 1.66%
$8.52 - $11.95 $3.15K - $4.42K
22.7K $209K
V
Visa Inc.

Financial Services
40
+ 1.19%
$332.09 - $358.86 $13.3K - $14.4K
3.4K $1.16M
ACN
Accenture PLC

Technology
72
+ 3.41%
$232.56 - $304.78 $16.7K - $21.9K
2.18K $538K
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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