Gould Asset Management LLC Reduced Holdings in Q1 2025

Gould Asset Management LLC

  • $482 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-43.2K
- 81.61%
$73.11 - $77.43 $3.16M - $3.35M
9.74K $739K
IVV
Ishares Core S&P 500 ETF

ETFs
-380
- 1.59%
$554.06 - $615.85 $211K - $234K
23.5K $13.2M
VXF
Vanguard Extended Market ETF

ETFs
-275
- 0.71%
$170.36 - $201.04 $46.8K - $55.3K
38.4K $6.62M
VCIT
Vanguard Intermediate Term Cor

ETFs
-6.98K
- 51.73%
$79.17 - $82.04 $553K - $573K
6.51K $532K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-265
- 0.15%
$45.21 - $50.33 $12K - $13.3K
177K $8.1M
GLD
Spdr Gold Trust

ETFs
-2.7K
- 27.84%
$243.19 - $288.14 $657K - $779K
7.01K $2.02M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-324
- 0.86%
$96.93 - $109.51 $31.4K - $35.5K
37.5K $3.67M
VGLT
Vanguard Long Term Treasury Et

ETFs
-4.32K
- 8.84%
$53.99 - $58.43 $233K - $252K
44.5K $2.56M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-275
- 2.02%
$113.22 - $126.36 $31.1K - $34.7K
13.3K $1.53M
BAC
Bank Of America Corp

Financial Services
-2.28K
- 22.46%
$39.61 - $47.74 $90.2K - $109K
7.87K $328K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-70
- 0.18%
$42.24 - $47.29 $2.96K - $3.31K
39K $1.67M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-205
- 0.63%
$38.41 - $44.06 $7.87K - $9.03K
32.5K $1.27M
EWC
Ishares Msci Canada ETF

ETFs
-1.83K
- 8.49%
$39.3 - $42.52 $71.7K - $77.6K
19.7K $801K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-2.78K
- 3.36%
$29.82 - $30.1 $82.9K - $83.7K
80K $2.41M
PEP
Pepsico Inc

Consumer Defensive
-246
- 3.13%
$142.64 - $156.42 $35.1K - $38.5K
7.62K $1.14M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-485
- 5.85%
$126.11 - $135.06 $61.2K - $65.5K
7.81K $1.01M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.62K
- 7.37%
$42.5 - $46.71 $68.6K - $75.4K
20.3K $919K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-5
- 0.1%
$101.98 - $115.66 $510 - $578
5.13K $525K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-13
- 1.02%
$507.05 - $563.67 $6.59K - $7.33K
1.26K $646K
VTV
Vanguard Value ETF

ETFs
-330
- 5.48%
$167.73 - $179.21 $55.4K - $59.1K
5.69K $982K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-70
- 0.7%
$189.39 - $204.09 $13.3K - $14.3K
9.96K $1.9M
VTI
Vanguard Total Stock Market Et

ETFs
-5
- 0.38%
$271.18 - $303.12 $1.36K - $1.52K
1.3K $357K
OKE
Oneok Inc

Energy
-120
- 1.61%
$89.57 - $109.85 $10.7K - $13.2K
7.33K $727K
DVY
Ishares Tr

ETFs
-297
- 3.78%
$128.58 - $138.1 $38.2K - $41K
7.56K $1.02M
SYK
Stryker Corp

Healthcare
-55
- 3.55%
$355.18 - $399.9 $19.5K - $22K
1.49K $555K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-60
- 0.12%
N/A
52.1K $1.24M
PG
Procter & Gamble CO

Consumer Defensive
-56
- 1.2%
$158.56 - $176.26 $8.88K - $9.87K
4.6K $783K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-60
- 0.12%
$25.05 - $25.16 $1.5K - $1.51K
49.8K $1.25M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.05K
- 5.89%
$18.36 - $20.51 $55.9K - $62.5K
48.6K $961K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-2.68K
- 1.13%
$29.72 - $31.94 $79.7K - $85.7K
235K $7.25M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-80
- 0.15%
$23.9 - $24.18 $1.91K - $1.93K
52.8K $1.28M
BMY
Bristol Myers Squibb CO

Healthcare
-250
- 4.17%
$53.9 - $63.11 $13.5K - $15.8K
5.75K $350K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-597
- 2.63%
$32.74 - $36.2 $19.5K - $21.6K
22.1K $771K
MA
Mastercard Inc

Financial Services
-28
- 1.64%
$504.67 - $576.31 $14.1K - $16.1K
1.68K $919K
TIP
Ishares Tr Tips Bd ETF

ETFs
-50
- 0.65%
$106.22 - $111.09 $5.31K - $5.55K
7.6K $843K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-540
- 3.35%
$48.65 - $53.06 $26.3K - $28.7K
15.6K $808K
VEU
Vanguard Ftse All World Ex Us

ETFs
-140
- 0.68%
$56.51 - $62.98 $7.91K - $8.82K
20.5K $1.25M
V
Visa Inc.

Financial Services
-4
- 0.12%
$306.92 - $362.71 $1.23K - $1.45K
3.41K $1.19M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-65
- 0.2%
$75.32 - $84.77 $4.9K - $5.51K
31.8K $2.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.5K
- 3.05%
$74.85 - $84.89 $112K - $127K
47.5K $3.88M
IDV
Ishares Tr

ETFs
-1.58K
- 2.39%
$27.0 - $31.7 $42.6K - $50K
64.5K $2M
IAU
Ishares Gold Trust

ETFs
-3.38K
- 6.1%
$49.74 - $58.96 $168K - $199K
52.1K $3.07M
VEA
Vanguard Ftse Developed Market

ETFs
-5.26K
- 2.63%
$47.4 - $52.99 $249K - $279K
195K $9.89M
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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