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THOMAS K. CARR JR

@Gould Asset Management Llc Ca

Latest period2024 - Q3ReportedManaged Assets$466.837MTotal holdings164
Assets growth rate7.69%Assets growth rate (2-Q avg)6.28%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Gould Asset Management Llc Ca's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 164 positions.

Assets under management

The assets under management (AUM) of Gould Asset Management Llc Ca over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 466.837M in assets, with a quarterly growth rate of 7.69% and a 2-quarter average growth rate of 6.28%. The portfolio is managed by THOMAS K. CARR JR, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CVXChevron Corp New
Recent Activity
New Position
0.06%
$263,319
1,788 shares@ $147.28 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.05%
$223,135
235 shares@ $949.52 avg price
IBMIntl Business Mach
Recent Activity
New Position
0.05%
$212,016
959 shares@ $221.09 avg price
EEMIshares Msci Emerging Markets
Recent Activity
New Position
0.05%
$210,268
4,585 shares@ $45.86 avg price
ITWIllinois Tool Works
Recent Activity
New Position
0.05%
$208,608
796 shares@ $262.08 avg price
PSKSpdr Wells Fargo Preferred St
Recent Activity
New Position
0.05%
$204,154
5,725 shares@ $35.67 avg price