Gould Asset Management LLC Portfolio Holdings

Gould Asset Management LLC

  • $464 Million
  • Q3 2024

Gould Asset Management LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $464 Million distributed in 164 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 $141M, Ishares Barclays 0 5 Year Tips with a value of $26.8M, Ishares Barclays 20+ Year Trea with a value of $25.8M, Vanguard with a value of $22.3M, and Vanguard Sht Term Corp Bd ETF with a value of $16.1M.

Examining the 13F form we can see an increase of $33M in the current position value, from $431M to 464M.

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 $464 Million
ETFs: $413 Million
Technology: $13.9 Million
Financial Services: $6.04 Million
Consumer Defensive: $5.45 Million
Energy: $5.26 Million
Healthcare: $4.3 Million
Consumer Cyclical: $3.76 Million
Industrials: $2.82 Million
Other: $1.13 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$724M
$207,000 0.04% of portfolio
24,066
Q1 2024 Reduced 3.5%

Summary

  • Portfolio
  • No. of Stocks 164
  • Current Value $464 Million
  • Prior Value $431 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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