Gould Capital, LLC Incresed Positions in Q1 2025

Gould Capital, LLC

  • $140 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
27.1K
+ 12.49%
$47.4 - $52.99 $1.28M - $1.44M
244K $12.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
39.8K
+ 46.91%
$42.5 - $46.71 $1.69M - $1.86M
125K $5.64M
DVN
Devon Energy Corp

Energy
28.9K
+ 28084.47%
$33.15 - $38.55 $959K - $1.12M
29K $1.09M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.27K
+ 4.48%
$71.17 - $73.66 $518K - $536K
169K $12.4M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.99K
+ 3.88%
$114.57 - $118.14 $457K - $471K
107K $12.6M
VZ
Verizon Communications Inc

Communication Services
3.54K
+ 4.76%
$37.81 - $46.49 $134K - $165K
77.9K $3.53M
KO
Coca Cola CO

Consumer Defensive
1.07K
+ 2.27%
$60.81 - $72.32 $64.9K - $77.2K
48.1K $3.44M
ENPH
Enphase Energy, Inc.

Technology
8.93K
+ 94.45%
$52.87 - $73.51 $472K - $656K
18.4K $1.14M
RDFN
Redfin Corp

Real Estate
23.4K
+ 15.81%
$5.82 - $11.39 $136K - $267K
171K $1.58M
SBUX
Starbucks Corp

Consumer Cyclical
590
+ 1.78%
$91.75 - $115.81 $54.1K - $68.3K
33.7K $3.3M
UNP
Union Pacific Corp

Industrials
499
+ 4.01%
$225.21 - $254.42 $112K - $127K
12.9K $3.05M
BNDX
Vanguard Total International B

ETFs
4.57K
+ 3.05%
$48.33 - $49.5 $221K - $226K
154K $7.54M
NVDA
Nvidia Corp

Technology
3.99K
+ 37.59%
$106.98 - $149.43 $427K - $596K
14.6K $1.58M
AES
Aes Corp

Utilities
20.6K
+ 9.13%
$9.93 - $13.23 $204K - $272K
246K $3.05M
V
Visa Inc.

Financial Services
21
+ 0.52%
$306.92 - $362.71 $6.45K - $7.62K
4.08K $1.43M
PSA
Public Storage

Real Estate
406
+ 3.98%
$288.99 - $313.98 $117K - $127K
10.6K $3.17M
FLRN
Spdr Bloomberg Investment Grad

ETFs
3.55K
+ 3.73%
$30.71 - $30.87 $109K - $110K
98.9K $3.05M
COST
Costco Wholesale Corp

Consumer Defensive
75
+ 29.41%
$890.62 - $1076.86 $66.8K - $80.8K
330 $312K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
3.56K
+ 2.15%
$12.18 - $12.91 $43.4K - $46K
169K $2.09M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
143
+ 8.86%
$75.32 - $84.77 $10.8K - $12.1K
1.76K $143K
ICLN
Ishares

ETFs
1.7K
+ 26.67%
$10.94 - $11.86 $18.6K - $20.2K
8.08K $92K
SAN
Banco Santander, S.A.

Financial Services
104
+ 1.58%
$4.46 - $7.14 $464 - $743
6.67K $44K
SPH
Suburban Propane Partners LP

Utilities
55
+ 1.54%
$17.64 - $22.2 $970 - $1.22K
3.63K $76K
NAT
Nordic American Tankers LTD

Industrials
3.26K
+ 41.0%
N/A
11.2K $44K
AOR
Ishares Tr Core Growth Allocat

ETFs
150
+ 2.33%
$56.63 - $59.39 $8.49K - $8.91K
6.6K $379K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
145
+ 8.44%
$45.92 - $47.58 $6.66K - $6.9K
1.86K $88K
AOA
Ishares Tr Core Aggressive All

ETFs
108
+ 2.18%
$75.7 - $80.01 $8.18K - $8.64K
5.06K $387K
MUB
Ishares National Muni Bond ETF

ETFs
70
+ 11.53%
$104.71 - $107.69 $7.33K - $7.54K
677 $71K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
248
+ 9.33%
$24.6 - $24.99 $6.1K - $6.2K
2.91K $72K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
98
+ 5.25%
$32.74 - $36.2 $3.21K - $3.55K
1.96K $68K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
845
+ 15.34%
$13.63 - $15.28 $11.5K - $12.9K
6.35K $86K
ECL
Ecolab Inc.

Basic Materials
3
+ 2.22%
$229.72 - $269.82 $689 - $809
138 $34K
PLD
Prologis, Inc.

Real Estate
21
+ 10.4%
$103.59 - $124.04 $2.18K - $2.6K
223 $24K
DHC
Diversified Healthcare Trust

Real Estate
115
+ 0.37%
$2.04 - $2.83 $235 - $325
31.1K $74K
CL
Colgate Palmolive CO

Consumer Defensive
30
+ 11.24%
$85.68 - $97.5 $2.57K - $2.93K
297 $27K
NEE
Nextera Energy Inc

Utilities
42
+ 3.9%
$66.96 - $76.16 $2.81K - $3.2K
1.12K $79K
VPU
Vanguard Utilities ETF

ETFs
1
+ 3.33%
$161.24 - $173.33 $161 - $173
31 $5K
Lam Research Corp Com New
527
+ 3.32%
N/A
16.4K $0
A
Agilent Technologies, Inc.

Healthcare
5
+ 2.34%
$116.69 - $152.6 $583 - $763
219 $25K
BBY
Best Buy CO Inc

Consumer Cyclical
4
+ 1.28%
$70.3 - $91.1 $281 - $364
316 $23K
PVH
Pvh Corp.

Consumer Cyclical
80
+ 41.45%
$63.81 - $107.78 $5.1K - $8.62K
273 $17K
TSLA
Tesla, Inc.

Consumer Cyclical
63
+ 37.72%
$222.15 - $428.22 $14K - $27K
230 $59K
KNTK
Kinetik Holdings Inc.

Energy
2.38K
+ 5.18%
$49.51 - $66.5 $118K - $158K
48.4K $2.51M
NKE
Nike, Inc.

Consumer Cyclical
1.86K
+ 4.61%
$63.29 - $81.72 $118K - $152K
42.2K $2.68M
Activity Summary
Buys All Purchases 56 New Holdings 11 Increased Positions 45 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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