Gould Asset Management LLC has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $411 Million distributed in 163 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $130M, Ishares Barclays 20+ Year Trea with a value of $23.2M, Vanguard with a value of $19.9M, Ishares Barclays 0 5 Year Tips with a value of $15M, and Ishares Core S&P 500 ETF with a value of $13.4M.
Examining the 13F form we can see an increase of $25.6M in the current position value, from $386M to 411M.
Gould Asset Management LLC is based out at Claremont, CA
Below you can find more details about Gould Asset Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$411 Million
ETFs: $366 Million
Technology: $11.8 Million
Financial Services: $5.65 Million
Consumer Defensive: $4.92 Million
Energy: $4.21 Million
Healthcare: $4.1 Million
Consumer Cyclical: $3.57 Million
Industrials: $2.38 Million
Other: $878,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions