Gould Asset Management LLC Portfolio Holdings

Gould Asset Management LLC

  • $482 Million
  • Q1 2025

Gould Asset Management LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $482 Million distributed in 161 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 $136M, Ishares Barclays 0 5 Year Tips with a value of $32.4M, Vanguard with a value of $30.1M, Ishares Barclays 20+ Year Trea with a value of $22.9M, and Vanguard Sht Term Corp Bd ETF with a value of $16.3M.

Examining the 13F form we can see an increase of $9.62M in the current position value, from $472M to 482M.

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 $482 Million
ETFs: $427 Million
Technology: $15.6 Million
Financial Services: $6.69 Million
Energy: $6 Million
Consumer Defensive: $5.86 Million
Healthcare: $4.37 Million
Consumer Cyclical: $3.46 Million
Industrials: $2.46 Million
Other: $2.16 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$51.4B
$203,000 0.04% of portfolio
3,235
Q1 2025 New
$30.5B
$157,000 0.03% of portfolio
70,811
Q4 2024 Added 8.16%
$349M
$39,000 0.01% of portfolio
11,735
Q1 2025 New
Dimensional Us Core Equity 1
-
$0 0.0% of portfolio
-
Q1 2025 Added 21.97%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
Nuveen Glb High Inc Fd
-
$0 0.0% of portfolio
-
Q1 2024 Added 5.27%
Cresud S. A. C. I. F. Y. A. W
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 7.37%
Linde PLC
-
$0 0.0% of portfolio
-
Q3 2024 Added 22.36%
Brookfield Corp
-
$0 0.0% of portfolio
-
Q1 2024 Added 0.72%
Bunge Limited
-
$0 0.0% of portfolio
-
Q4 2024 Added 0.72%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 4.83%

Summary

  • Portfolio
  • No. of Stocks 161
  • Current Value $482 Million
  • Prior Value $472 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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