Gould Asset Management LLC Sells in Q4 2024

Gould Asset Management LLC

  • $472 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
-36.7K
- 13.97%
$87.1 - $98.49 $3.2M - $3.62M
226K $19.8M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-5.87K
- 1.16%
$26.08 - $27.65 $153K - $162K
500K $13.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-9.29K
- 29.77%
$44.04 - $49.49 $409K - $460K
21.9K $965K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.58K
- 8.41%
$71.75 - $75.11 $257K - $269K
39K $2.81M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.36K
- 0.67%
$77.86 - $79.27 $106K - $108K
201K $15.7M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-3.82K
- 3.25%
$48.33 - $49.08 $185K - $188K
114K $5.51M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.05K
- 4.81%
$57.29 - $63.1 $59.9K - $65.9K
20.7K $1.19M
PEP
Pepsico Inc

Consumer Defensive
-220
- 2.72%
$151.29 - $176.1 $33.3K - $38.7K
7.86K $1.2M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-5
- 0.02%
$56.61 - $61.63 $283 - $308
32.7K $1.85M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.3K
- 9.68%
$124.61 - $133.96 $162K - $174K
12.1K $1.56M
MRK
Merck & Co., Inc.

Healthcare
-618
- 14.77%
$96.31 - $114.76 $59.5K - $70.9K
3.57K $354K
TIP
Ishares Tr Tips Bd ETF

ETFs
-785
- 9.31%
$106.33 - $110.69 $83.5K - $86.9K
7.65K $814K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-2.83K
- 3.62%
$11.42 - $12.5 $32.3K - $35.3K
75.3K $867K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-350
- 1.52%
$33.39 - $37.66 $11.7K - $13.2K
22.7K $757K
HON
Honeywell International Inc

Industrials
-537
- 25.77%
$202.84 - $236.0 $109K - $127K
1.55K $349K
MSFT
Microsoft Corp

Technology
-5
- 0.07%
$406.35 - $454.46 $2.03K - $2.27K
7.67K $3.23M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-1.09K
- 21.78%
N/A
3.92K $244K
IAU
Ishares Gold Trust

ETFs
-1.07K
- 1.88%
$48.37 - $52.65 $51.5K - $56.1K
55.4K $2.74M
GLD
Spdr Gold Trust

ETFs
-220
- 2.22%
$236.59 - $257.5 $52K - $56.7K
9.71K $2.35M
IIF
Morgan Stanley India Investment Fund, Inc.

Financial Services
-320
- 2.94%
$25.25 - $29.84 $8.08K - $9.55K
10.6K $266K
EWS
Ishares Inc Msci Singapore ETF

ETFs
-2.24K
- 7.16%
$21.36 - $23.24 $47.8K - $52.1K
29K $634K
PFE
Pfizer Inc

Healthcare
-634
- 4.01%
$24.8 - $30.19 $15.7K - $19.1K
15.2K $402K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-910
- 2.71%
$41.64 - $45.75 $37.9K - $41.6K
32.7K $1.37M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
-340
- 2.07%
$51.76 - $56.72 $17.6K - $19.3K
16.1K $831K
FXI
Ishares Tr

ETFs
-1.2K
- 10.95%
$29.52 - $36.69 $35.4K - $44K
9.75K $296K
EZA
Ishares Msci South Africa ETF

ETFs
-130
- 2.51%
$41.91 - $50.68 $5.45K - $6.59K
5.05K $211K
NKE
Nike, Inc.

Consumer Cyclical
-55
- 1.8%
$73.36 - $89.13 $4.03K - $4.9K
3K $227K
VXF
Vanguard Extended Market ETF

ETFs
-1.91K
- 4.71%
$179.17 - $207.15 $343K - $396K
38.7K $7.35M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-50
- 0.5%
$192.71 - $203.05 $9.64K - $10.2K
10K $1.94M
BMY
Bristol Myers Squibb CO

Healthcare
-1.17K
- 16.36%
$51.92 - $59.94 $60.9K - $70.3K
6K $339K
IVV
Ishares Core S&P 500 ETF

ETFs
-539
- 2.2%
$570.51 - $610.59 $308K - $329K
23.9K $14.1M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-315
- 2.27%
$118.0 - $127.04 $37.2K - $40K
13.6K $1.65M
OEF
Ishares S&P 100 ETF

ETFs
-69
- 4.57%
N/A
1.44K $383K
VTI
Vanguard Total Stock Market Et

ETFs
-85
- 6.12%
$280.04 - $302.45 $23.8K - $25.7K
1.31K $378K
DFAU
Dimensional ETF Tr

ETFs
-680
- 3.27%
$39.27 - $42.38 $26.7K - $28.8K
20.1K $813K
XJR
Ishares Tresg Screened S&P Sma

ETFs
-65
- 0.77%
$40.62 - $45.4 $2.64K - $2.95K
8.42K $346K
VIG
Vanguard Dividend Appreciation

ETFs
-25
- 1.96%
N/A
1.25K $227K
Cresud S. A. C. I. F. Y. A. W
-2.42K
- 7.37%
N/A
30.4K $0
FAN
First Tr Exchange Traded Fd Ii
-600
- 4.83%
N/A
11.8K $0
EPD
Enterprise Products Partners L.P.

Energy
-3
- 0.02%
$28.66 - $34.43 $86 - $103
14.8K $463K
OKE
Oneok Inc

Energy
-95
- 1.26%
$92.28 - $117.05 $8.77K - $11.1K
7.45K $747K
CRESY
Cresud Inc

Industrials
-865
- 3.59%
$8.83 - $14.18 $7.64K - $12.3K
23.2K $293K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-1.31K
- 0.73%
$46.53 - $49.91 $61K - $65.4K
177K $8.54M
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.66K
- 1.49%
$567.81 - $607.81 $2.08M - $2.22M
241K $142M
Activity Summary
Buys All Purchases 81 New Holdings 9 Increased Positions 72 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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