Gould Asset Management LLC Incresed Positions in Q1 2025

Gould Asset Management LLC

  • $482 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
96.5K
+ 23.16%
$58.07 - $58.69 $5.6M - $5.66M
513K $30.1M
GLDM
World Gold Trust

ETFs
35.7K
+ 16.54%
$52.19 - $61.89 $1.86M - $2.21M
252K $15.6M
TLT
Ishares Barclays 20+ Year Trea

ETFs
25.3K
+ 11.2%
$85.29 - $92.57 $2.16M - $2.34M
251K $22.9M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
18.5K
+ 6.27%
$100.59 - $103.47 $1.86M - $1.91M
313K $32.4M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
60K
+ 12.0%
$25.83 - $27.09 $1.55M - $1.62M
560K $14.9M
BOND
Pimco Active Bond Exchange Tra

ETFs
10.2K
+ 11.11%
$89.27 - $92.9 $912K - $949K
102K $9.45M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.76K
+ 2.86%
$77.7 - $78.94 $447K - $455K
207K $16.3M
VNQ
Vanguard Specialized Funds Van

ETFs
3.76K
+ 2.56%
$85.55 - $94.34 $322K - $355K
151K $13.6M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
6.57K
+ 5.77%
$48.43 - $49.9 $318K - $328K
120K $6.01M
DFAX
Dimensional ETF Tr
5.94K
+ 3.27%
$24.45 - $27.2 $145K - $162K
188K $4.92M
XOM
Exxon Mobil Corp

Energy
148
+ 1.53%
$105.44 - $118.93 $15.6K - $17.6K
9.81K $1.17M
SHV
Ishares Tr

ETFs
995
+ 2.57%
$110.11 - $110.51 $110K - $110K
39.7K $4.39M
BND
Vanguard Bd Index Fd Inc Total

ETFs
820
+ 2.1%
$71.17 - $73.66 $58.4K - $60.4K
39.9K $2.93M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
4.37K
+ 5.21%
$23.29 - $23.38 $102K - $102K
88.1K $2.06M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.87K
+ 12.25%
$45.92 - $47.58 $85.7K - $88.8K
17.1K $812K
COST
Costco Wholesale Corp

Consumer Defensive
50
+ 2.75%
$890.62 - $1076.86 $44.5K - $53.8K
1.87K $1.77M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
369
+ 1.13%
$55.47 - $61.45 $20.5K - $22.7K
33.1K $1.95M
CVX
Chevron Corp

Energy
294
+ 16.44%
$146.71 - $167.97 $43.1K - $49.4K
2.08K $348K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
3.2K
+ 18.29%
$24.6 - $24.99 $78.7K - $80K
20.7K $517K
JNJ
Johnson & Johnson

Healthcare
115
+ 4.14%
$142.06 - $167.7 $16.3K - $19.3K
2.9K $480K
KO
Coca Cola CO

Consumer Defensive
83
+ 1.35%
$60.81 - $72.32 $5.05K - $6K
6.22K $445K
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 0.18%
$279.74 - $321.29 $1.4K - $1.61K
2.72K $849K
IBM
International Business Machines Corp

Technology
100
+ 8.87%
$217.4 - $264.74 $21.7K - $26.5K
1.23K $305K
GE
General Electric CO

Industrials
6
+ 0.4%
$168.59 - $212.13 $1.01K - $1.27K
1.49K $297K
CSCO
Cisco Systems, Inc.

Technology
406
+ 4.68%
$58.74 - $64.87 $23.8K - $26.3K
9.08K $560K
JPM
Jpmorgan Chase & CO

Financial Services
44
+ 0.74%
$225.19 - $279.95 $9.91K - $12.3K
6.01K $1.47M
EPD
Enterprise Products Partners L.P.

Energy
3
+ 0.02%
$31.75 - $34.14 $95.3 - $102
14.8K $505K
ITUB
Itau Unibanco Holding S.A.

Financial Services
3.66K
+ 9.99%
$4.87 - $6.28 $17.8K - $23K
40.3K $221K
CMF
Ishares California Muni Bond E

ETFs
1.55K
+ 3.27%
$55.93 - $57.47 $86.7K - $89.1K
48.9K $2.75M
MUB
Ishares National Muni Bond ETF

ETFs
300
+ 3.59%
$104.71 - $107.69 $31.4K - $32.3K
8.66K $913K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
255
+ 0.3%
$22.77 - $22.94 $5.81K - $5.85K
86K $1.97M
DIS
Walt Disney CO

Communication Services
444
+ 18.35%
$96.87 - $114.0 $43K - $50.6K
2.86K $282K
META
Meta Platforms, Inc.

Communication Services
53
+ 3.66%
$576.36 - $736.67 $30.5K - $39K
1.5K $865K
IBMO
Ishares Tr Ibonds December 202

ETFs
230
+ 1.34%
$25.45 - $25.6 $5.85K - $5.89K
17.4K $444K
VIG
Vanguard Dividend Appreciation

ETFs
37
+ 2.96%
N/A
1.29K $234K
Dimensional Us Core Equity 1
3.44K
+ 21.97%
N/A
19.1K $0
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
1.94K
+ 2.58%
$11.22 - $11.8 $21.8K - $22.9K
77.2K $866K
HYD
Vaneck High Yield Muni ETF

ETFs
50
+ 0.92%
$50.79 - $52.53 $2.54K - $2.63K
5.51K $282K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
200
+ 1.48%
$16.76 - $17.69 $3.35K - $3.54K
13.7K $229K
WMT
Walmart Inc.

Consumer Defensive
359
+ 2.17%
$84.5 - $105.05 $30.3K - $37.7K
16.9K $1.49M
PFE
Pfizer Inc

Healthcare
25
+ 0.16%
$25.01 - $27.13 $625 - $678
15.2K $385K
NVDA
Nvidia Corp

Technology
253
+ 14.04%
$106.98 - $149.43 $27.1K - $37.8K
2.06K $222K
QQQ
Invesco Qqq Trust, Series 1

ETFs
3
+ 0.6%
$468.34 - $539.52 $1.41K - $1.62K
503 $235K
XJR
Ishares Tresg Screened S&P Sma

ETFs
195
+ 2.32%
$36.7 - $42.78 $7.16K - $8.34K
8.62K $324K
AMZN
Amazon Com Inc

Consumer Cyclical
469
+ 11.35%
$190.26 - $242.06 $89.2K - $114K
4.6K $875K
MRK
Merck & Co., Inc.

Healthcare
5
+ 0.14%
$83.01 - $101.02 $415 - $505
3.57K $320K
DFAU
Dimensional ETF Tr

ETFs
150
+ 0.75%
$37.84 - $42.29 $5.68K - $6.34K
20.2K $778K
HD
Home Depot, Inc.

Consumer Cyclical
50
+ 1.51%
$347.25 - $424.87 $17.4K - $21.2K
3.36K $1.23M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
70
+ 1.08%
$522.96 - $601.18 $36.6K - $42.1K
6.55K $3.49M
Activity Summary
Buys All Purchases 59 New Holdings 6 Increased Positions 53 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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