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Gould Asset Management

Latest statistics and disclosures from Gould Asset Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, VGSH, STIP, TLT, VCSH, and represent 46.73% of Gould Asset Management's stock portfolio.
Added to shares of these 10 stocks: BWX (+$13M), XSOE, VGSH, VNQ, SPYX, VCSH, BAB, VEA, AAPL, GOOGL.
Started 8 new stock positions in GOOGL, XLK, COLO, ITW, DUK, BWX, GEV, TSLA.
Reduced shares in these 10 stocks: STIP (-$6.1M), SPY (-$5.9M), GLDM, TLT, VTIP, MDY, VGLT, BND, HYD, TRGP.
Sold out of its positions in BRF Brasil Foods SA, INTU, PFXF, HYD.
Gould Asset Management was a net buyer of stock by $931k.
Gould Asset Management has $539M in assets under management (AUM), dropping by 5.49%.
Central Index Key (CIK): 0001091961

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Portfolio Holdings for Gould Asset Management

Gould Asset Management holds 170 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
S&p 500 Depository Receipt Tr Unit (SPY)	27.2	$146M	-3%	220k	666.18	View chart
Vanguard Short Term Treasury Short Term Treas (VGSH)	6.2	$34M	+3%	572k	58.85	View chart
Ishares 0-5 Year Tips Bond Et 0-5 Yr Tips Etf (STIP)	5.8	$31M	-16%	301k	103.36	View chart
Ishares Barclays 20 Year Tre 20 Yr Tr Bd Etf (TLT)	4.2	$23M	-7%	255k	89.37	View chart
Vanguard Short-term Corporate Shrt Trm Corp Bd (VCSH)	3.3	$18M	+2%	222k	79.93	View chart
Invesco Taxable Municipal Bon Taxable Mun Bd (BAB)	3.1	$17M	+2%	616k	27.29	View chart
Ishares S&p 500 Index Etf Core S&p500 Etf (IVV)	2.8	$15M		23k	669.31	View chart
Spdr Gold Minishares Trust Spdr Gld Minis (GLDM)	2.8	$15M	-16%	196k	76.45	View chart
Vanguard Reit Index Etf Real Estate Etf (VNQ)	2.7	$15M	+3%	162k	91.42	View chart
Spdr Barclays Intl Treasury B Bloomberg Intl T (BWX)	2.4	$13M	NEW	557k	23.00	View chart
Vanguard Ftse Developed Marke Van Ftse Dev Mkt (VEA)	2.1	$11M	+3%	189k	59.92	View chart
Spdr S&p 500 Fossil Fuel Rese Spdr S&p 500 Etf (SPYX)	1.9	$10M	+5%	183k	54.85	View chart
Apple (AAPL)	1.9	$10M	+3%	39k	254.63	View chart
Pimcototal Return Etf Active Bd Etf (BOND)	1.8	$9.9M		106k	93.35	View chart
Wisdomtree Emmkts Ex-stt-ownd Em Ex St-owned (XSOE)	1.8	$9.7M	+15%	256k	37.94	View chart
Vanguard Extended Market Inde Extend Mkt Etf (VXF)	1.4	$7.8M		37k	209.34	View chart
Dimensional World Ex Us Core World Ex Us Core (DFAX)	1.1	$6.0M	+4%	191k	31.38	View chart
Vanguard St Tips Bond Strm Infproidx (VTIP)	0.9	$4.8M	-20%	95k	50.63	View chart
Ishares Msci Eafe Index Etf Msci Eafe Etf (EFA)	0.9	$4.7M		51k	93.37	View chart
Ishares Barclays Short Treasu Short Treas Bd (SHV)	0.9	$4.6M	+3%	42k	110.49	View chart
Vanguard Esg Us Stock Etf Esg Us Stk Etf (ESGV)	0.8	$4.5M	+2%	38k	118.44	View chart
Microsoft Corporation (MSFT)	0.7	$3.8M	+2%	7.4k	517.97	View chart
Ishares Gold Trust Ishares New (IAU)	0.6	$3.3M	-4%	46k	72.77	View chart
Ishares Esg Aware Msci Eafe E Esg Aw Msci Eafe (ESGD)	0.6	$3.1M	+3%	33k	92.98	View chart
Vanguard Mortgage Backed Sec Mtg-bkd Secs Etf (VMBS)	0.5	$2.8M		59k	46.96	View chart
Ishares California Muni Bond Calif Mun Bd Etf (CMF)	0.5	$2.5M		44k	57.04	View chart
Ishares Esg Advanced Msci Usa Esg Msci Usa Etf (USXF)	0.5	$2.4M		43k	57.31	View chart
Vanguard Total Bond Market Et Total Bnd Mrkt (BND)	0.5	$2.4M	-15%	33k	74.37	View chart
Spdr Portfolio Short Term Cor Portfolio Short (SPSB)	0.4	$2.4M		79k	30.29	View chart
Vanguard Esg International St Esg Intl Stk Etf (VSGX)	0.4	$2.4M	+5%	34k	69.37	View chart
Broadcom (AVGO)	0.4	$2.3M	+2%	6.8k	329.91	View chart
Ishares Msci Acwi Low Carbon Msci Lw Crb Tg (CRBN)	0.4	$2.2M	-2%	9.5k	226.87	View chart
Ishares Ibonds Term Treasury Ibonds 27 Trm Ts (IBTH)	0.4	$2.1M		95k	22.52	View chart
Ishares Tr Intl Sel Div Etf Intl Sel Div Etf (IDV)	0.4	$2.1M		58k	36.55	View chart
Ishares Esg Screened S&p 500 Esg Select Scre (XVV)	0.4	$2.1M	+3%	41k	51.52	View chart
Spdr Gold Trust Etf Gold Shs (GLD)	0.4	$2.1M	-8%	5.9k	355.44	View chart
Ishares Ibonds Term Treasury Ibonds 26 Trm Ts (IBTG)	0.4	$2.1M		92k	22.95	View chart
Ishares Ibonds Term Treasury Ibonds 25 Trm Ts (IBTF)	0.4	$2.0M	-5%	87k	23.37	View chart
Spdr S&p Mid Cap 400 Etf Utser1 S&pdcrp (MDY)	0.4	$2.0M	-25%	3.3k	596.03	View chart
Costco Wholesale Corporation (COST)	0.4	$1.9M	+14%	2.1k	925.48	View chart
Dimensional Us Core Equity 1 Us Core Equity 1 (DCOR)	0.3	$1.9M	+14%	26k	71.94	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.9M	+3%	5.9k	315.43	View chart
Ishares Msci Usa Esg Select E Esg Optimized (SUSA)	0.3	$1.8M		13k	135.65	View chart
Wal-Mart Stores (WMT)	0.3	$1.7M		17k	103.06	View chart
Ishares Esg Aware Msci Usa Et Esg Awr Msci Usa (ESGU)	0.3	$1.6M		11k	145.60	View chart
Ishares Esg Advanced Msci Eaf Esg Eafe Etf (DMXF)	0.3	$1.5M		20k	75.74	View chart
Ishares Esg Screened S&p Mid- Esg Select Scre (XJH)	0.3	$1.4M		32k	43.85	View chart
Ishares Ibonds Dec 2027 Term Ibonds 27 Etf (IBDS)	0.3	$1.4M	+2%	57k	24.34	View chart
Ishares Ibonds Dec 2026 Term Ibonds Dec2026 (IBDR)	0.3	$1.4M	+2%	56k	24.30	View chart
Home Depot (HD)	0.2	$1.3M		3.3k	405.20	View chart
Ishares Ibonds Dec 2025 Term Ibonds Dec25 Etf (IBDQ)	0.2	$1.3M		52k	25.19	View chart
Vanguard Intl Equity Index Allwrld Ex Us (VEU)	0.2	$1.3M	-4%	18k	71.37	View chart
Eli Lilly & Co. (LLY)	0.2	$1.2M		1.6k	763.00	View chart
Vanguard Long-term Treasury I Long Term Treas (VGLT)	0.2	$1.2M	-29%	21k	56.86	View chart
Visa Inc Class A Com Cl A (V)	0.2	$1.2M		3.4k	341.38	View chart
Ishares Msci Canada Index Etf Msci Cda Etf (EWC)	0.2	$1.1M	+22%	22k	50.55	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.1M		9.9k	112.75	View chart
Schwab International Equity E Intl Eqty Etf (SCHF)	0.2	$1.1M	+3%	46k	23.28	View chart
Pepsi (PEP)	0.2	$1.1M		7.7k	140.44	View chart
Ishares Msci Taiwan Index Etf Msci Taiwan Etf (EWT)	0.2	$1.1M	+2%	17k	63.62	View chart
Meta Platforms Cl A (META)	0.2	$1.1M		1.4k	734.38	View chart
Ishares Msci South Korea Inde Msci Sth Kor Etf (EWY)	0.2	$1.0M	+3%	13k	80.10	View chart
Vanguard High Dividend Yield High Div Yld (VYM)	0.2	$1.0M	-2%	7.2k	140.95	View chart
Ishares Dow Jones Select Divi Select Divid Etf (DVY)	0.2	$1.0M		7.1k	142.10	View chart
Vanguard Emerging Markets Etf Ftse Emr Mkt Etf (VWO)	0.2	$998k		18k	54.18	View chart
Boston Scientific Corporation (BSX)	0.2	$996k		10k	97.63	View chart
Vanguard Value Etf Value Etf (VTV)	0.2	$984k	-7%	5.3k	186.49	View chart
Oracle Corporation (ORCL)	0.2	$966k		3.4k	281.24	View chart
Ishares Esg Aware Msci Emergi Esg Awr Msci Em (ESGE)	0.2	$966k		22k	43.42	View chart
Mastercard Inc Cl A Cl A (MA)	0.2	$940k	+3%	1.7k	568.81	View chart
Dimensional Us Core Equity Ma Us Core Eqt Mkt (DFAU)	0.2	$931k	+2%	20k	45.76	View chart
Amazon (AMZN)	0.2	$928k		4.2k	219.57	View chart
Ishares Barclays Tips Bond Et Tips Bd Etf (TIP)	0.2	$919k		8.3k	111.22	View chart
Ishares Msci Hong Kong Index Msci Hong Kg Etf (EWH)	0.2	$874k	+2%	41k	21.55	View chart
Invesco Preferred Etf Pfd Etf (PGX)	0.2	$870k	-6%	75k	11.60	View chart
Ishares Msci Kld Esg Msci Kld 400 (DSI)	0.2	$845k	+29%	6.7k	125.95	View chart
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)	0.2	$835k		1.4k	612.42	View chart
Ishares S&p Natl Amtfree Muni National Mun Etf (MUB)	0.2	$826k	+9%	7.8k	106.49	View chart
Ishares Esg U.s. Aggregate Bo Esg Awr Us Agrgt (EAGG)	0.1	$806k	-2%	17k	48.03	View chart
McDonald's Corporation (MCD)	0.1	$797k		2.6k	303.84	View chart
Ishares Msci Singapore Index Msci Singpor Etf (EWS)	0.1	$792k		28k	28.34	View chart
Targa Res Corp (TRGP)	0.1	$782k	-24%	4.7k	167.54	View chart
Berkshire Hathaway Inc Del Cl Cl B New (BRK.B)	0.1	$779k	-6%	1.6k	502.74	View chart
Caterpillar (CAT)	0.1	$775k		1.6k	477.15	View chart
Alerian Mlp Etf Alerian Mlp (AMLP)	0.1	$744k	+2%	16k	46.93	View chart
Ishares S&p Short-term Nation Shrt Nat Mun Etf (SUB)	0.1	$701k	+4%	6.6k	106.78	View chart
Enbridge (ENB)	0.1	$687k	+10%	14k	50.46	View chart
Procter & Gamble Company (PG)	0.1	$684k	+2%	4.5k	153.65	View chart
Abbott Laboratories (ABT)	0.1	$657k	+5%	4.9k	133.94	View chart
Stryker Corporation (SYK)	0.1	$620k	+4%	1.7k	369.66	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$603k	-3%	35k	17.16	View chart
Oneok (OKE)	0.1	$598k	+11%	8.2k	72.97	View chart
Ishares Esg Advanced Msci Em Egsadvncdmsci Em (EMXF)	0.1	$590k		13k	45.27	View chart
Texas Instruments Incorporated (TXN)	0.1	$577k	+5%	3.1k	183.73	View chart
Cisco Systems (CSCO)	0.1	$568k	+2%	8.3k	68.42	View chart
Ishares Esg 1-5 Year Usd Corp Esg Awre 1 5 Yr (SUSB)	0.1	$563k	-3%	22k	25.31	View chart
Tc Energy Corp (TRP)	0.1	$562k	+14%	10k	54.41	View chart
Ishares Ibonds Dec 2027 Term Ibonds Dec 27 (IBMP)	0.1	$558k	+5%	22k	25.48	View chart
Pimco 1-5 Year U.s. Tips Index 1-5 Us Tip Idx (STPZ)	0.1	$558k		10k	54.18	View chart
Ishares Tr Dow Jones U S Real U.s. Real Es Etf (IYR)	0.1	$555k		5.7k	97.08	View chart
Ishares Ibonds Dec 2026 Term Ibonds Dec 26 (IBMO)	0.1	$553k	+5%	22k	25.66	View chart
Vanguard Intermediate Term Int-term Corp (VCIT)	0.1	$552k	+3%	6.6k	84.12	View chart
Ishares Msci Mexico Investabl Msci Mexico Etf (EWW)	0.1	$543k	+4%	8.0k	68.21	View chart
Enterprise Products Partners (EPD)	0.1	$540k	+16%	17k	31.27	View chart
Accenture Shs Class A (ACN)	0.1	$539k	+3%	2.2k	246.56	View chart
Johnson & Johnson (JNJ)	0.1	$515k	+5%	2.8k	185.42	View chart
Ishares Ibonds Dec 2025 Term Ibonds Dec 25 (IBMN)	0.1	$512k		19k	26.79	View chart
Union Pacific Corporation (UNP)	0.1	$497k		2.1k	236.37	View chart
Western Asset Emerging Mrkts Dbt Fnd (EMD)	0.1	$496k	+4%	48k	10.32	View chart
Ishares Trust Core Msci Eafe Core Msci Eafe (IEFA)	0.1	$494k	+10%	5.7k	87.31	View chart
Bank of America Corporation (BAC)	0.1	$489k		9.5k	51.59	View chart
Ishares Tr S&p 100 Index Fund S&p 100 Etf (OEF)	0.1	$479k		1.4k	332.84	View chart
Lowe's Companies (LOW)	0.1	$477k		1.9k	251.27	View chart
Chevron Corporation (CVX)	0.1	$459k	+42%	3.0k	155.29	View chart
General Electric Company Com New (GE)	0.1	$446k		1.5k	300.82	View chart
Nextera Energy (NEE)	0.1	$435k		5.8k	75.49	View chart
Palantir Technologies Cl A (PLTR)	0.1	$427k		2.3k	182.42	View chart
Plains All American Pipeline Unit Ltd Partn (PAA)	0.1	$418k	+19%	25k	17.06	View chart
Abbvie (ABBV)	0.1	$411k	-4%	1.8k	231.54	View chart
Coca-Cola Company (KO)	0.1	$406k	+3%	6.1k	66.32	View chart
Wells Fargo & Company (WFC)	0.1	$399k		4.8k	83.82	View chart
Bunge Com Shs (BG)	0.1	$397k	+4%	4.9k	81.25	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.1	$390k		5.7k	68.58	View chart
Vanguard Index Fds Vanguard T Total Stk Mkt (VTI)	0.1	$389k	+2%	1.2k	328.17	View chart
International Business Machines (IBM)	0.1	$387k		1.4k	282.16	View chart
Linde SHS (LIN)	0.1	$387k		814.00	475.00	View chart
Ishares Ftse China Index Etf China Lg-cap Etf (FXI)	0.1	$380k		9.2k	41.14	View chart
Ishares Esg Screened S&p Smal Esg Select Scree (XJR)	0.1	$370k		8.7k	42.56	View chart
Pfizer (PFE)	0.1	$362k	-6%	14k	25.48	View chart
Ishares Msci India Small-cap Msci India Sm Cp (SMIN)	0.1	$345k		4.8k	71.72	View chart
Market Vectors Brazil Small C Brazil Small Cap (BRF)	0.1	$344k	+6%	21k	16.28	View chart
Ishares Inc Msci Emrg Mkts Sm Em Mkt Sm-cp Etf (EEMS)	0.1	$339k	+2%	5.0k	67.91	View chart
Ishares Msci South Africa Ind Msci Sth Afr Etf (EZA)	0.1	$322k	+2%	5.0k	64.10	View chart
Claymore S&p Global Water Etf S&p Gbl Water (CGW)	0.1	$322k	+2%	5.0k	64.24	View chart
Honeywell International (HON)	0.1	$316k		1.5k	210.50	View chart
Lockheed Martin Corporation (LMT)	0.1	$305k		610.00	499.21	View chart
Vanguard Long Term Corporate Lg-term Cor Bd (VCLT)	0.1	$302k	-33%	3.9k	77.66	View chart
Nasdaq 100 Tr Unit Ser 1 (QQQ)	0.1	$300k		500.00	600.37	View chart
Nuveen Glb High SHS (JGH)	0.1	$299k	+4%	22k	13.52	View chart
Ishares Msci Australia Index Msci Aust Etf (EWA)	0.1	$298k	+4%	11k	27.00	View chart
Vanguard Dividend Appreciatio Div App Etf (VIG)	0.1	$294k	+9%	1.4k	215.79	View chart
UnitedHealth (UNH)	0.1	$293k		848.00	345.30	View chart
Itau Unibanco Holding Sa Spon Adr Rep Pfd (ITUB)	0.1	$291k	+3%	40k	7.34	View chart
S&p Global (SPGI)	0.1	$289k		593.00	486.71	View chart
Walt Disney Company (DIS)	0.1	$289k	-7%	2.5k	114.50	View chart
Morgan Stanley India Investment Fund (IIF)	0.1	$286k	+3%	11k	26.35	View chart
NVIDIA Corporation (NVDA)	0.1	$286k		1.5k	186.58	View chart
Merck & Co (MRK)	0.1	$271k	-5%	3.2k	83.93	View chart
Alphabet Inc Class A Cap Stk Cl A (GOOGL)	0.0	$261k	NEW	1.1k	243.17	View chart
Banco Bradesco Sa Sp Adr Pfd New (BBD)	0.0	$260k	+5%	77k	3.38	View chart
Blackrock (BLK)	0.0	$259k		222.00	1165.87	View chart
Market Vectors Agribusiness E Agribusiness Etf (MOO)	0.0	$252k	+4%	3.4k	73.45	View chart
Vale S.a. Spons Adr Repr 1 Sponsored Ads (VALE)	0.0	$243k	+7%	22k	10.86	View chart
First Trust Global Wind Energ Gbl Wnd Enrg Etf (FAN)	0.0	$243k	+3%	13k	19.21	View chart
Automatic Data Processing (ADP)	0.0	$241k	+7%	822.00	293.50	View chart
Ishares Russell 1000 Etf Rus 1000 Etf (IWB)	0.0	$235k		644.00	365.48	View chart
Defiance Connective Technolog Defiance Connect (SIXG)	0.0	$234k		3.8k	61.68	View chart
Global X Ftse Colombia 20 Etf Glbx Msci Colum (COLO)	0.0	$231k	NEW	7.0k	32.83	View chart
Chubb (CB)	0.0	$230k	+5%	816.00	282.25	View chart
Sector Spdr Tr Shs Ben Int T Technology (XLK)	0.0	$227k	NEW	804.00	281.86	View chart
Ge Vernova (GEV)	0.0	$226k	NEW	368.00	614.90	View chart
Nutrien (NTR)	0.0	$221k	+4%	3.8k	58.71	View chart
Corteva (CTVA)	0.0	$219k		3.2k	67.63	View chart
Bristol Myers Squibb (BMY)	0.0	$215k		4.8k	45.10	View chart
Cresud S.a.c.i.f.y.a. Spons A Sponsored Adr (CRESY)	0.0	$209k		23k	9.20	View chart
Illinois Tool Works (ITW)	0.0	$208k	NEW	796.00	260.76	View chart
Duke Energy Corp Com New (DUK)	0.0	$206k	NEW	1.7k	123.75	View chart
Tesla Motors (TSLA)	0.0	$200k	NEW	450.00	444.72	View chart
Iovance Biotherapeutics (IOVA)	0.0	$26k		12k	2.17	View chart
Cresud S. A. C. I. F. Y. A. W *w Exp 03/09/202 (CRESW)	0.0	$20k		30k	0.67	View chart

Past Filings by Gould Asset Management

SEC 13F filings are viewable for Gould Asset Management going back to 2010

Gould Asset Management 2025 Q3 filed Oct. 28, 2025
Gould Asset Management 2025 Q2 filed Aug. 5, 2025
Gould Asset Management 2025 Q1 filed May 1, 2025
Gould Asset Management 2024 Q4 filed Feb. 7, 2025
Gould Asset Management 2024 Q3 filed Nov. 12, 2024
Gould Asset Management 2024 Q2 filed Aug. 5, 2024
Gould Asset Management 2024 Q1 filed May 3, 2024
Gould Asset Management 2023 Q4 filed Feb. 2, 2024
Gould Asset Management 2023 Q3 filed Oct. 24, 2023
Gould Asset Management 2023 Q2 filed Aug. 7, 2023
Gould Asset Management 2023 Q1 filed May 2, 2023
Gould Asset Management 2022 Q4 filed Feb. 9, 2023
Gould Asset Management 2022 Q3 restated filed Nov. 16, 2022
Gould Asset Management 2022 Q3 filed Nov. 15, 2022
Gould Asset Management 2022 Q2 filed Aug. 10, 2022
Gould Asset Management 2022 Q1 filed May 13, 2022

View all past filings

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