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
BRFS
Brf S.A.

Consumer Defensive
-1.06K
- 1.52%
$3.11 - $4.0 $3.28K - $4.22K
68.2K $249K
COST
Costco Wholesale Corp

Consumer Defensive
-71
- 3.8%
$908.13 - $1056.85 $64.5K - $75K
1.8K $1.78M
NVDA
Nvidia Corp

Technology
-525
- 25.55%
$94.31 - $157.99 $49.5K - $82.9K
1.53K $241K
EZA
Ishares Msci South Africa ETF

ETFs
-120
- 2.38%
$40.54 - $54.77 $4.86K - $6.57K
4.93K $264K
HON
Honeywell International Inc

Industrials
-45
- 2.91%
$182.86 - $232.88 $8.23K - $10.5K
1.5K $349K
EWS
Ishares Inc Msci Singapore ETF

ETFs
-1.59K
- 5.47%
$20.22 - $26.35 $32.1K - $41.9K
27.5K $713K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-190
- 3.73%
$51.36 - $62.5 $9.76K - $11.9K
4.91K $306K
SMIN
Ishares Msci India Small Cap I

ETFs
-210
- 4.26%
$64.64 - $77.18 $13.6K - $16.2K
4.72K $364K
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.57K
- 7.64%
$54.19 - $67.22 $85.1K - $106K
19K $1.28M
IEFA
Ishares Tr

ETFs
-125
- 2.39%
$67.83 - $84.09 $8.48K - $10.5K
5.1K $425K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-155
- 0.13%
$49.57 - $50.27 $7.68K - $7.79K
120K $6.04M
ITUB
Itau Unibanco Holding S.A.

Financial Services
-2.04K
- 5.05%
$5.24 - $6.81 $10.7K - $13.9K
38.3K $259K
IIF
Morgan Stanley India Investment Fund, Inc.

Financial Services
-90
- 0.85%
$22.65 - $28.29 $2.04K - $2.55K
10.5K $295K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3
- 0.6%
$416.06 - $551.64 $1.25K - $1.65K
500 $275K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-35
- 0.72%
$50.48 - $64.85 $1.77K - $2.27K
4.86K $314K
IDV
Ishares Tr

ETFs
-5.28K
- 8.19%
$27.79 - $34.84 $147K - $184K
59.2K $2.04M
EWC
Ishares Msci Canada ETF

ETFs
-1.37K
- 6.95%
$37.17 - $46.2 $50.8K - $63.2K
18.3K $845K
AMZN
Amazon Com Inc

Consumer Cyclical
-374
- 8.13%
$167.32 - $223.3 $62.6K - $83.5K
4.23K $927K
DIS
Walt Disney CO

Communication Services
-145
- 5.06%
$81.72 - $124.01 $11.8K - $18K
2.72K $337K
DFAU
Dimensional ETF Tr

ETFs
-410
- 2.03%
$34.04 - $42.36 $14K - $17.4K
19.8K $840K
EWH
Ishares Msci Hong Kong ETF

ETFs
-1.33K
- 3.26%
$15.2 - $20.06 $20.2K - $26.7K
39.5K $784K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-235
- 0.72%
$34.28 - $41.6 $8.06K - $9.78K
32.3K $1.34M
GE
General Electric CO

Industrials
-6
- 0.4%
$166.81 - $257.39 $1K - $1.54K
1.48K $381K
CAT
Caterpillar Inc

Industrials
-30
- 1.81%
$273.94 - $388.21 $8.22K - $11.6K
1.63K $630K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-472
- 3.98%
$108.06 - $135.3 $51K - $63.9K
11.4K $1.54M
WMT
Walmart Inc.

Consumer Defensive
-265
- 1.57%
$81.79 - $99.98 $21.7K - $26.5K
16.7K $1.63M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-175
- 1.76%
$170.2 - $211.82 $29.8K - $37.1K
9.79K $2.07M
JPM
Jpmorgan Chase & CO

Financial Services
-304
- 5.06%
$210.28 - $289.91 $63.9K - $88.1K
5.7K $1.65M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-470
- 1.42%
$52.84 - $65.52 $24.8K - $30.8K
32.6K $2.14M
META
Meta Platforms, Inc.

Communication Services
-53
- 3.53%
$484.66 - $738.09 $25.7K - $39.1K
1.45K $1.07M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-147
- 0.46%
$73.02 - $90.22 $10.7K - $13.3K
31.7K $2.83M
ORCL
Oracle Corp

Technology
-270
- 7.4%
$122.82 - $218.63 $33.2K - $59K
3.38K $738K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-12.8K
- 5.47%
$27.26 - $34.48 $350K - $442K
222K $7.65M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-110
- 0.29%
$86.93 - $109.64 $9.56K - $12.1K
37.4K $4.1M
DFAX
Dimensional ETF Tr
-4.45K
- 2.37%
$23.37 - $29.39 $104K - $131K
183K $5.38M
VEA
Vanguard Ftse Developed Market

ETFs
-12.7K
- 6.55%
$45.65 - $57.01 $582K - $726K
182K $10.4M
VXF
Vanguard Extended Market ETF

ETFs
-910
- 2.37%
$150.43 - $192.71 $137K - $175K
37.5K $7.23M
AVGO
Broadcom Inc.

Technology
-245
- 3.54%
$146.29 - $275.65 $35.8K - $67.5K
6.69K $1.84M
MSFT
Microsoft Corp

Technology
-466
- 6.08%
$354.56 - $497.45 $165K - $232K
7.2K $3.58M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-3.53K
- 1.99%
$40.79 - $50.93 $144K - $180K
174K $8.84M
IVV
Ishares Core S&P 500 ETF

ETFs
-897
- 3.81%
$498.8 - $620.9 $447K - $557K
22.6K $14.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-14.9K
- 6.1%
$496.48 - $617.85 $7.37M - $9.18M
229K $141M
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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