Gould Asset Management LLC Reduced Holdings in Q2 2025

Gould Asset Management LLC

  • $507 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-2.13K
- 32.44%
$468.22 - $566.51 $995K - $1.2M
4.43K $2.51M
VGLT
Vanguard Long Term Treasury Et

ETFs
-14.9K
- 33.4%
$53.66 - $58.71 $798K - $873K
29.6K $1.66M
AAPL
Apple Inc.

Technology
-1.11K
- 2.84%
$172.42 - $223.89 $192K - $249K
38K $7.81M
UNH
Unitedhealth Group Inc

Healthcare
-845
- 49.91%
$274.35 - $599.47 $232K - $507K
848 $264K
CMF
Ishares California Muni Bond E

ETFs
-6.06K
- 12.39%
$54.52 - $56.7 $330K - $344K
42.9K $2.39M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-3.85K
- 39.49%
$72.12 - $76.23 $277K - $293K
5.89K $447K
MUB
Ishares National Muni Bond ETF

ETFs
-1.59K
- 18.36%
$102.31 - $105.8 $163K - $168K
7.07K $738K
PEP
Pepsico Inc

Consumer Defensive
-81
- 1.06%
$128.02 - $151.37 $10.4K - $12.3K
7.53K $994K
BMY
Bristol Myers Squibb CO

Healthcare
-940
- 16.36%
$44.12 - $59.6 $41.5K - $56K
4.81K $222K
XOM
Exxon Mobil Corp

Energy
-38
- 0.39%
$99.93 - $119.04 $3.8K - $4.52K
9.77K $1.05M
MCD
Mcdonalds Corp

Consumer Cyclical
-140
- 5.15%
$285.55 - $321.23 $40K - $45K
2.58K $753K
IAU
Ishares Gold Trust

ETFs
-4.32K
- 8.31%
$56.1 - $64.74 $243K - $280K
47.7K $2.98M
PG
Procter & Gamble CO

Consumer Defensive
-255
- 5.55%
$157.66 - $172.39 $40.2K - $44K
4.34K $691K
LOW
Lowes Companies Inc

Consumer Cyclical
-265
- 12.26%
$210.83 - $235.28 $55.9K - $62.3K
1.9K $420K
JNJ
Johnson & Johnson

Healthcare
-255
- 8.81%
$146.36 - $159.82 $37.3K - $40.8K
2.64K $403K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.06K
- 2.65%
$72.02 - $73.82 $76K - $77.9K
38.8K $2.86M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-125
- 0.8%
$45.07 - $52.57 $5.63K - $6.57K
15.4K $754K
DVY
Ishares Tr

ETFs
-303
- 4.01%
$118.37 - $134.86 $35.9K - $40.9K
7.26K $963K
CVX
Chevron Corp

Energy
-11
- 0.53%
$133.73 - $168.51 $1.47K - $1.85K
2.07K $296K
GLD
Spdr Gold Trust

ETFs
-548
- 7.82%
$273.71 - $316.29 $150K - $173K
6.46K $1.97M
MRK
Merck & Co., Inc.

Healthcare
-145
- 4.06%
$73.47 - $87.12 $10.7K - $12.6K
3.43K $271K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-765
- 6.91%
$53.27 - $54.27 $40.8K - $41.5K
10.3K $554K
ACN
Accenture PLC

Technology
-30
- 1.4%
$279.23 - $323.21 $8.38K - $9.7K
2.11K $631K
HD
Home Depot, Inc.

Consumer Cyclical
-81
- 2.41%
$335.24 - $380.78 $27.2K - $30.8K
3.28K $1.2M
KO
Coca Cola CO

Consumer Defensive
-318
- 5.11%
$68.37 - $73.9 $21.7K - $23.5K
5.9K $417K
IYR
Ishares Tr

ETFs
-200
- 3.35%
$84.48 - $96.25 $16.9K - $19.3K
5.78K $547K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.21K
- 10.87%
$39.89 - $49.46 $88.1K - $109K
18.1K $895K
TXN
Texas Instruments Inc

Technology
-120
- 3.87%
N/A
2.98K $580K
UNP
Union Pacific Corp

Industrials
-30
- 1.39%
$208.27 - $238.46 $6.25K - $7.15K
2.13K $490K
MA
Mastercard Inc

Financial Services
-75
- 4.47%
$479.92 - $590.74 $36K - $44.3K
1.6K $900K
NEE
Nextera Energy Inc

Utilities
-120
- 2.04%
$64.11 - $75.0 $7.69K - $9K
5.76K $400K
PFE
Pfizer Inc

Healthcare
-25
- 0.16%
$21.59 - $24.84 $540 - $621
15.2K $368K
CRESY
Cresud Inc

Industrials
-850
- 3.66%
$9.48 - $12.41 $8.06K - $10.5K
22.4K $240K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-370
- 4.74%
$114.78 - $133.31 $42.5K - $49.3K
7.44K $991K
FXI
Ishares Tr

ETFs
-520
- 5.33%
$29.59 - $37.41 $15.4K - $19.5K
9.23K $339K
HYD
Vaneck High Yield Muni ETF

ETFs
-75
- 1.36%
$49.08 - $51.35 $3.68K - $3.85K
5.44K $272K
VCIT
Vanguard Intermediate Term Cor

ETFs
-190
- 2.92%
$79.56 - $82.92 $15.1K - $15.8K
6.32K $524K
VIG
Vanguard Dividend Appreciation

ETFs
-42
- 3.26%
N/A
1.25K $226K
ADP
Automatic Data Processing Inc

Industrials
-30
- 3.76%
$276.76 - $326.81 $8.3K - $9.8K
767 $236K
VTI
Vanguard Total Stock Market Et

ETFs
-145
- 11.15%
$243.75 - $303.93 $35.3K - $44.1K
1.16K $351K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-375
- 0.47%
$29.82 - $30.19 $11.2K - $11.3K
79.6K $2.4M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-400
- 2.92%
$15.52 - $17.13 $6.21K - $6.85K
13.3K $227K
Linde PLC
-35
- 4.07%
N/A
824 $0
Brookfield Corp
-205
- 3.48%
N/A
5.69K $0
V
Visa Inc.

Financial Services
-43
- 1.26%
$308.27 - $373.31 $13.3K - $16.1K
3.36K $1.19M
ABT
Abbott Laboratories

Healthcare
-95
- 2.0%
$123.95 - $138.08 $11.8K - $13.1K
4.65K $632K
LMT
Lockheed Martin Corp

Industrials
-15
- 2.4%
$430.82 - $486.45 $6.46K - $7.3K
610 $282K
CSCO
Cisco Systems, Inc.

Technology
-943
- 10.38%
$53.19 - $69.38 $50.2K - $65.4K
8.14K $564K
SPGI
S&P Global Inc.

Financial Services
-15
- 2.47%
$438.31 - $527.29 $6.57K - $7.91K
593 $312K
Activity Summary
Buys All Purchases 57 New Holdings 7 Increased Positions 50 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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