THOMAS K. CARR JR

@Gould Asset Management Llc Ca

Latest period2024 - Q3

Reported2mo 7d ago

Managed Assets$466.837M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
EUSBIshares Esg Advanced Total Us Recent Activity Exited	0%	$404,225 9,500 shares@ $42.55 avg price	Exited
BGRNIshares Usd Green Bond Etf Recent Activity Exited	0%	$295,529 6,350 shares@ $46.54 avg price	Exited
NVDANvidia Corp Com Recent Activity Exited	0%	$273,023 2,210 shares@ $123.54 avg price	Exited
QCOMQualcomm Inc Recent Activity Exited	0%	$255,946 1,285 shares@ $199.18 avg price	Exited
GOOGLAlphabet Inc Class A Recent Activity Exited	0%	$218,638 1,200 shares@ $182.2 avg price	Exited
INTUIntuit Incorporated Com Recent Activity Exited	0%	$209,650 319 shares@ $657.22 avg price	Exited