Gould Capital, LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $141 Million distributed in 193 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 3 7 Yr Treas with a value of $11.8M, Vanguard Bd Index Fd Inc Total with a value of $11.8M, Vanguard Ftse Developed Market with a value of $11.2M, Vanguard Total International B with a value of $7.35M, and Microsoft Corp with a value of $4.52M.

Examining the 13F form we can see an increase of $5M in the current position value, from $136M to 141M.

Below you can find more details about Gould Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $141 Million
ETFs: $61.5 Million
Financial Services: $20.4 Million
Technology: $19.4 Million
Communication Services: $9.23 Million
Industrials: $8.48 Million
Healthcare: $6.45 Million
Consumer Cyclical: $5.13 Million
Real Estate: $4.31 Million
Other: $6.52 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 193
  • Current Value $141 Million
  • Prior Value $136 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 8 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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