Gould Asset Management LLC Purchases in Q3 2024

Gould Asset Management LLC

  • $464 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
1.19K
+ 0.49%
$517.38 - $573.86 $616K - $683K
245K $141M
TLT
Ishares Barclays 20+ Year Trea

ETFs
14.2K
+ 5.71%
$89.91 - $101.33 $1.28M - $1.44M
263K $25.8M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
24.8K
+ 10.38%
$98.99 - $101.51 $2.46M - $2.52M
264K $26.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
28.6K
+ 16.46%
$76.94 - $79.54 $2.2M - $2.28M
202K $16.1M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
43.7K
+ 25.59%
$29.23 - $33.51 $1.28M - $1.46M
215K $7.09M
VGSH
Vanguard

ETFs
22.3K
+ 6.27%
$57.74 - $59.13 $1.29M - $1.32M
378K $22.3M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
31.9K
+ 6.73%
$26.14 - $27.97 $833K - $892K
506K $13.9M
BOND
Pimco Active Bond Exchange Tra

ETFs
8.84K
+ 13.44%
$90.01 - $95.32 $795K - $842K
74.6K $7.06M
AAPL
Apple Inc.

Technology
158
+ 0.54%
$207.23 - $234.82 $32.7K - $37.1K
29.6K $6.89M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
4.98K
+ 10.65%
$74.85 - $82.2 $373K - $409K
51.8K $4.21M
DFAX
Dimensional ETF Tr
12.7K
+ 7.85%
$24.29 - $27.25 $307K - $345K
174K $4.7M
VXF
Vanguard Extended Market ETF

ETFs
17
+ 0.04%
$163.98 - $182.92 $2.79K - $3.11K
40.6K $7.39M
CMF
Ishares California Muni Bond E

ETFs
6.51K
+ 18.09%
$56.65 - $58.17 $369K - $378K
42.5K $2.47M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.29K
+ 4.71%
$48.06 - $49.39 $254K - $261K
118K $5.8M
SHV
Ishares Tr

ETFs
2.75K
+ 10.83%
$110.05 - $110.63 $302K - $304K
28.1K $3.11M
WMT
Walmart Inc.

Consumer Defensive
975
+ 6.37%
$66.91 - $81.4 $65.2K - $79.4K
16.3K $1.32M
HD
Home Depot, Inc.

Consumer Cyclical
199
+ 6.53%
$333.64 - $405.2 $66.4K - $80.6K
3.25K $1.32M
CVX
Chevron Corp

Energy
1.79K
New
$137.88 - $161.97 $247K - $290K
1.79K $263K
XOM
Exxon Mobil Corp

Energy
2.01K
+ 26.27%
$109.72 - $119.0 $221K - $239K
9.66K $1.13M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
545
+ 1.47%
$91.37 - $101.65 $49.8K - $55.4K
37.6K $3.82M
BLK
Black Rock Inc.

Financial Services
235
New
$782.27 - $949.51 $184K - $223K
235 $223K
IBM
International Business Machines Corp

Technology
959
New
$175.1 - $223.38 $168K - $214K
959 $212K
EEM
Ishares Msci Emerging Markets

ETFs
4.59K
New
$40.42 - $46.7 $185K - $214K
4.59K $210K
ITW
Illinois Tool Works Inc

Industrials
796
New
$233.14 - $263.97 $186K - $210K
796 $208K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
5.73K
New
$33.58 - $35.96 $192K - $206K
5.73K $204K
IDV
Ishares Tr

ETFs
1.61K
+ 2.8%
$27.62 - $30.64 $44.5K - $49.3K
59K $1.78M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
310
+ 0.99%
$75.63 - $84.89 $23.4K - $26.3K
31.5K $2.65M
BND
Vanguard Bd Index Fd Inc Total

ETFs
880
+ 2.11%
$71.45 - $75.64 $62.9K - $66.6K
42.6K $3.2M
PFE
Pfizer Inc

Healthcare
6.11K
+ 62.91%
$27.7 - $31.39 $169K - $192K
15.8K $457K
UNP
Union Pacific Corp

Industrials
600
+ 38.46%
$221.78 - $256.09 $133K - $154K
2.16K $531K
ENB
Enbridge Inc

Energy
3.05K
+ 32.75%
$35.27 - $41.18 $108K - $126K
12.4K $501K
EWC
Ishares Msci Canada ETF

ETFs
995
+ 4.94%
$36.52 - $41.67 $36.3K - $41.5K
21.1K $877K
DVY
Ishares Tr

ETFs
185
+ 2.55%
$119.99 - $135.74 $22.2K - $25.1K
7.43K $1M
VCIT
Vanguard Intermediate Term Cor

ETFs
930
+ 8.0%
$79.29 - $84.02 $73.7K - $78.1K
12.5K $1.05M
LMT
Lockheed Martin Corp

Industrials
100
+ 19.05%
$460.3 - $584.56 $46K - $58.5K
625 $365K
BAC
Bank Of America Corp

Financial Services
3K
+ 47.78%
$36.65 - $44.13 $110K - $132K
9.28K $368K
SPSB
Spdr Portfolio Short Term Corp

ETFs
2.45K
+ 3.28%
$29.58 - $30.31 $72.3K - $74.1K
77.1K $2.33M
VTV
Vanguard Value ETF

ETFs
150
+ 2.72%
$159.75 - $174.57 $24K - $26.2K
5.67K $989K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
220
+ 2.87%
$117.9 - $128.2 $25.9K - $28.2K
7.88K $1.01M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.51K
+ 14.25%
$46.18 - $48.92 $69.5K - $73.6K
12.1K $586K
HON
Honeywell International Inc

Industrials
500
+ 31.57%
$196.73 - $220.21 $98.4K - $110K
2.08K $430K
JNJ
Johnson & Johnson

Healthcare
230
+ 9.58%
$145.48 - $167.38 $33.5K - $38.5K
2.63K $426K
MUB
Ishares National Muni Bond ETF

ETFs
575
+ 8.9%
$106.13 - $108.7 $61K - $62.5K
7.04K $764K
GE
General Electric CO

Industrials
135
+ 10.02%
$156.66 - $189.66 $21.1K - $25.6K
1.48K $279K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2.16K
+ 15.2%
$24.38 - $25.2 $52.5K - $54.3K
16.3K $410K
PEP
Pepsico Inc

Consumer Defensive
83
+ 1.04%
$161.9 - $179.3 $13.4K - $14.9K
8.08K $1.37M
TIP
Ishares Tr Tips Bd ETF

ETFs
165
+ 2.0%
$105.92 - $110.83 $17.5K - $18.3K
8.43K $931K
DSI
Ishares Msci Kld 400 Social Et

ETFs
60
+ 1.38%
$97.81 - $108.79 $5.87K - $6.53K
4.4K $478K
WFC
Wells Fargo & Company

Financial Services
600
+ 14.43%
$51.58 - $60.97 $30.9K - $36.6K
4.76K $268K
Activity Summary
Buys All Purchases 62 New Holdings 6 Increased Positions 56 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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