Gould Asset Management LLC Portfolio Holdings

Gould Asset Management LLC

  • $507 Million
  • Q2 2025

Gould Asset Management LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $507 Million distributed in 166 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 $37.1M, Vanguard with a value of $32.6M, Ishares Barclays 20+ Year Trea with a value of $24.4M, and Vanguard Sht Term Corp Bd ETF with a value of $17.2M.

Examining the 13F form we can see an increase of $24.8M in the current position value, from $482M to 507M.

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 $507 Million
ETFs: $449 Million
Technology: $16.9 Million
Financial Services: $7.16 Million
Consumer Defensive: $5.76 Million
Energy: $5.52 Million
Healthcare: $5.48 Million
Consumer Cyclical: $3.3 Million
Industrials: $2.61 Million
Other: $2.46 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$227,000 0.04% of portfolio
13,315
Q2 2025 Reduced 2.92%
$201B
$222,000 0.04% of portfolio
282
Q2 2025 New
$30.2B
$210,000 0.04% of portfolio
3,608
Q2 2025 New
$47.2B
$203,000 0.04% of portfolio
20,910
Q2 2025 Added 11.28%
$0
$218,000 0.04% of portfolio
644
Q2 2025 New
$112B
$224,000 0.04% of portfolio
774
Q2 2025 Added 3.75%
$0
$154,000 0.03% of portfolio
3,800
Q2 2025 New
Nuveen Glb High Inc Fd
-
$0 0.0% of portfolio
-
Q2 2025 Added 12.41%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
Brookfield Corp
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 3.48%
Linde PLC
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 4.07%
Cresud S. A. C. I. F. Y. A. W
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 7.37%
Dimensional Us Core Equity 1
-
$0 0.0% of portfolio
-
Q2 2025 Added 19.46%
-
$0 0.0% of portfolio
-
Q2 2025 Added 3.3%
$352M
$20,000 0.0% of portfolio
11,735
Q1 2025 New
Bunge Limited
-
$0 0.0% of portfolio
-
Q2 2025 Added 10.98%

Summary

  • Portfolio
  • No. of Stocks 166
  • Current Value $507 Million
  • Prior Value $482 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 93 stocks
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