Holdings of GOULD ASSET MANAGEMENT LLC /CA/
143 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 65.5 % of the equity sleeve
Sector breakdown
- Funds 4.4 %
- Technology 3.7 %
- Financials 1.2 %
- Consumer staples 1.1 %
- Health care 0.9 %
- Energy 0.7 %
- Consumer discretionary 0.6 %
- Industrials 0.5 %
- Communication 0.3 %
- Materials 0.1 %
- Utilities 0.1 %
- Unattributed 86.3 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 99.8 %
- BR 0.2 %
- TW 0.1 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|
| US | 139 | 529.5M $ | 99.77 % |
| BR | 3 | 955.6K $ | 0.18 % |
| TW | 1 | 273.7K $ | 0.05 % |
Positions
| Company | Shares | Value | Weight |
|---|
| Abbott Laboratories | 3,999 | 410.5K $ | |
| International Business Machines Corp. | 1,693 | 410.4K $ | |
| VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF | 1,808 | 388.8K $ | |
| Vanguard Total Stock Market ETF | 1,175 | 377K $ | |
| Alphabet Inc | 1,301 | 373.2K $ | |
| iShares MSCI Emerging Markets Small-Cap ETF | 5,365 | 371.2K $ | |
| Vale SA | 22,500 | 358K $ | |
| iShares China Large-Cap ETF | 9,889 | 355K $ | |
| Merck & Co Inc | 2,882 | 346.7K $ | |
| Ishares Inc | 12,350 | 342.8K $ | |
| Ishares Inc | 5,035 | 341.4K $ | |
| iShares Trust | 5,630 | 337.6K $ | |
| Union Pacific Corp | 1,378 | 334.3K $ | |
| Wells Fargo & Co | 4,157 | 330.9K $ | |
| Palantir Technologies Inc | 2,235 | 326.9K $ | |
| First Trust Exchange-Traded Fund II | 13,135 | 325K $ | |
| Itau Unibanco Holding SA | 37,003 | 310.1K $ | |
| VanEck Agribusiness ETF | 3,662 | 309.4K $ | |
| S&P Global Inc | 725 | 308.2K $ | |
| Cresud SACIF y A | 23,773 | 302.4K $ | |
| GE Vernova Inc | 346 | 302K $ | |
| Nuveen Global High Income Fund | 24,621 | 300.9K $ | |
| Bristol-Myers Squibb Co | 4,877 | 295.8K $ | |
| Goldman Sachs Group Inc/The | 345 | 291.9K $ | |
| Invesco QQQ Trust Series 1 | 500 | 288.6K $ | |
| Banco Bradesco SA | 78,776 | 287.5K $ | |
| Morgan Stan India | 13,624 | 280.4K $ | |
| GLOBAL X FUNDS | 7,054 | 279.1K $ | |
| Taiwan Semiconductor Manufacturing Co Ltd | 810 | 273.7K $ | |
| Honeywell International Inc | 1,186 | 268.1K $ | |
| Corteva Inc | 3,192 | 267.2K $ | |
| AbbVie Inc | 1,146 | 249.2K $ | |
| Lockheed Martin Corp | 400 | 241.8K $ | |
| ConocoPhillips | 1,831 | 241.7K $ | |
| iShares Trust | 644 | 229.6K $ | |
| iShares Trust | 14,240 | 224.9K $ | |
| Pfizer Inc | 7,779 | 218.4K $ | |
| Blackrock Inc | 226 | 217.3K $ | |
| VanEck High Yield Muni ETF | 4,275 | 214.3K $ | |
| Intuit Inc | 481 | 208K $ | |
| Illinois Tool Works Inc | 796 | 207.2K $ | |
| SELECT SECTOR SPDR TRUST (THE) | 1,552 | 206.3K $ | |
| Iovance Biotherapeutics Inc | 31,735 | 111.4K $ | |