- New Purchases: BG, CAT, EWW, KO, ABBV, EWA, QCOM, TRGP, BAC, SCHW, WBA,
- Added Positions: BLV, TLT, STIP, BOND, GLDM, VCSH, VTIP, VGSH, BAB, SUSA, AAPL, BND, SPYX, IVV, ESGD, VNQ, PEP, DSI, IDV, ESGE, ESGU, BRFS, EWS, BMY, DIS, AMZN, TXN, VCLT, BAM, BBD, EMD, HD, PFE, PBR, JGH, IYR, EMLC, EWH, PAA, COST, SPSB, IIF, ITUB, SMIN, EEMS, FXI, GE,
- Reduced Positions: SPY, VMBS, VXF, BSV, EFA, VEU, MDY, VEA, AMLP, EEM, VWO, VTV, SCHF, DVY, VYM, MSFT, VGK, UNP, TTC, GLD, SCHE, STPZ, RTX, PGX, IEFA, SUB, EWT, EWY, PGF, EWC, ACN, GOOGL, VOO, GOOG, BRK.B, BA, CMCSA, CRESY, IEMG, TJX, LMT, NEE, NKE, ABT,
- Sold Out: GIS, IMGN, VTRS,
For the details of GOULD ASSET MANAGEMENT LLC 's stock buys and sells, go to https://www.gurufocus.com/guru/gould+asset+management+llc+/current-portfolio/portfolio
These are the top 5 holdings of GOULD ASSET MANAGEMENT LLC- SSGA SPDR S&P 500 (SPY) - 275,557 shares, 31.66% of the total portfolio. Shares reduced by 6.25%
- Vanguard Short-Term Corporate Bond ETF (VCSH) - 213,582 shares, 5.46% of the total portfolio. Shares added by 3.42%
- iShares 20+ Year Treasury Bond ETF (TLT) - 99,368 shares, 4.82% of the total portfolio. Shares added by 10.09%
- SPDR Gold MiniShares Trust (GLDM) - 629,401 shares, 3.66% of the total portfolio. Shares added by 7.03%
- Invesco Taxable Municipal Bond ETF (BAB) - 349,302 shares, 3.60% of the total portfolio. Shares added by 5.07%
Gould Asset Management Llc initiated holding in iShares MSCI Mexico ETF. The purchase prices were between $32.88 and $43.51, with an estimated average price of $38.55. The stock is now traded at around $41.610000. The impact to a portfolio due to this purchase was 0.09%. The holding were 6,805 shares as of 2020-12-31.
New Purchase: Caterpillar Inc (CAT)Gould Asset Management Llc initiated holding in Caterpillar Inc. The purchase prices were between $149.94 and $182.21, with an estimated average price of $170.16. The stock is now traded at around $192.500000. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,530 shares as of 2020-12-31.
New Purchase: Bunge Ltd (BG)Gould Asset Management Llc initiated holding in Bunge Ltd. The purchase prices were between $46.39 and $66.04, with an estimated average price of $58.68. The stock is now traded at around $69.500000. The impact to a portfolio due to this purchase was 0.09%. The holding were 4,550 shares as of 2020-12-31.
New Purchase: Coca-Cola Co (KO)Gould Asset Management Llc initiated holding in Coca-Cola Co. The purchase prices were between $47.96 and $54.84, with an estimated average price of $51.79. The stock is now traded at around $48.960000. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,766 shares as of 2020-12-31.
New Purchase: AbbVie Inc (ABBV)Gould Asset Management Llc initiated holding in AbbVie Inc. The purchase prices were between $80.49 and $108.67, with an estimated average price of $96.47. The stock is now traded at around $103.470000. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,033 shares as of 2020-12-31.
New Purchase: Qualcomm Inc (QCOM)Gould Asset Management Llc initiated holding in Qualcomm Inc. The purchase prices were between $115.47 and $158.8, with an estimated average price of $139.81. The stock is now traded at around $164.780000. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,485 shares as of 2020-12-31.
Added: Vanguard Long-Term Bond ETF (BLV)Gould Asset Management Llc added to a holding in Vanguard Long-Term Bond ETF by 3642.13%. The purchase prices were between $105.95 and $110.23, with an estimated average price of $108.26. The stock is now traded at around $105.870000. The impact to a portfolio due to this purchase was 2.22%. The holding were 67,770 shares as of 2020-12-31.
Added: BTC MSCI USA ESG Select ETF (SUSA)Gould Asset Management Llc added to a holding in BTC MSCI USA ESG Select ETF by 94.32%. The purchase prices were between $80.08 and $162.52, with an estimated average price of $132.85. The stock is now traded at around $84.520000. The impact to a portfolio due to this purchase was 0.17%. The holding were 14,360 shares as of 2020-12-31.
Added: iShares MSCI EAFE ESG Select ETF (ESGD)Gould Asset Management Llc added to a holding in iShares MSCI EAFE ESG Select ETF by 21.81%. The purchase prices were between $61.15 and $73.67, with an estimated average price of $68.47. The stock is now traded at around $73.970000. The impact to a portfolio due to this purchase was 0.07%. The holding were 17,540 shares as of 2020-12-31.
Added: BTC iShares MSCI KLD 400 Social Index Fund (DSI)Gould Asset Management Llc added to a holding in BTC iShares MSCI KLD 400 Social Index Fund by 92.91%. The purchase prices were between $62.03 and $71.54, with an estimated average price of $67.64. The stock is now traded at around $73.150000. The impact to a portfolio due to this purchase was 0.04%. The holding were 3,808 shares as of 2020-12-31.
Added: iShares MSCI EM ESG Select ETF (ESGE)Gould Asset Management Llc added to a holding in iShares MSCI EM ESG Select ETF by 23.37%. The purchase prices were between $35.59 and $41.99, with an estimated average price of $39.08. The stock is now traded at around $45.210000. The impact to a portfolio due to this purchase was 0.03%. The holding were 12,300 shares as of 2020-12-31.
Added: BRF SA (BRFS)Gould Asset Management Llc added to a holding in BRF SA by 59.45%. The purchase prices were between $2.96 and $4.52, with an estimated average price of $3.76. The stock is now traded at around $4.120000. The impact to a portfolio due to this purchase was 0.02%. The holding were 37,965 shares as of 2020-12-31.
Sold Out: General Mills Inc (GIS)Gould Asset Management Llc sold out a holding in General Mills Inc. The sale prices were between $58.36 and $62.72, with an estimated average price of $60.43.
Sold Out: Viatris Inc (VTRS)Gould Asset Management Llc sold out a holding in Viatris Inc. The sale prices were between $14.3 and $18.74, with an estimated average price of $16.37.
Sold Out: Immunogen Inc (IMGN)Gould Asset Management Llc sold out a holding in Immunogen Inc. The sale prices were between $3.87 and $7.66, with an estimated average price of $5.88.
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