Gould Asset Management LLC Purchases and Sells in Q3 2025

Gould Asset Management LLC

$534 Million
Q3 2025

Top Buys

Incresed Positions

90 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	1.38K + 3.62%	$202.38 - $256.87 $279K - $354K	39.4K $10M
XSOE	33.8K + 15.25%	$34.31 - $38.09 $1.16M - $1.29M	256K $9.7M
SPYX	9.49K + 5.47%	$50.79 - $54.95 $482K - $521K	183K $10M
IVV	155 + 0.68%	$620.67 - $670.08 $96.2K - $104K	22.8K $15.3M
VGSH	17.7K + 3.2%	$58.43 - $58.88 $1.04M - $1.04M	572K $33.6M
VEA	7.02K + 3.86%	$56.02 - $60.3 $393K - $424K	189K $11.3M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BWX	557K New	$22.58 - $23.5 $12.6M - $13.1M	557K $12.8M
GOOGL	1.07K New	$174.36 - $254.72 $187K - $274K	1.07K $261K
XLK	804 New	$250.97 - $282.66 $202K - $227K	804 $226K
GXG	7.04K New	$29.04 - $29.91 $205K - $211K	7.04K $210K
ITW	796 New	$252.31 - $269.41 $201K - $214K	796 $207K
DUK	1.67K New	$116.31 - $125.93 $194K - $210K	1.67K $206K

Top Sells

Reduced Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
STIP	-59.1K - 16.41%	$102.4 - $103.88 $6.05M - $6.14M	301K $31.1M
TLT	-20.8K - 7.52%	$85.01 - $90.35 $1.77M - $1.88M	255K $22.8M
VTIP	-24.9K - 20.7%	$49.78 - $50.75 $1.24M - $1.26M	95.4K $4.83M
MDY	-1.14K - 25.76%	$567.09 - $607.37 $646K - $692K	3.29K $1.96M
VGLT	-8.89K - 29.98%	$54.21 - $57.41 $482K - $510K	20.8K $1.18M
GLDM	-40K - 16.94%	$64.73 - $76.45 $2.59M - $3.06M	196K $15M

Activity Summary All Purchases 98 New Holdings 8 Increased Positions 90 All Sells 39 Reductions 39 Sold out 0 Calls 0 Puts 0

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