Gould Capital, LLC Portfolio Holdings

Gould Capital, LLC

  • $140 Million
  • Q1 2025

Gould Capital, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $140 Million distributed in 215 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 $12.6M, Vanguard Bd Index Fd Inc Total with a value of $12.4M, Vanguard Ftse Developed Market with a value of $12.4M, Vanguard Total International B with a value of $7.54M, and Vanguard Ftse Emerging Mkts Et with a value of $5.64M.

Examining the 13F form we can see an decrease of $246K in the current position value, from $141M to 140M.

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

Portfolio value $140 Million
ETFs: $64.5 Million
Financial Services: $17 Million
Technology: $14.9 Million
Communication Services: $8.82 Million
Consumer Cyclical: $7.85 Million
Industrials: $7.18 Million
Real Estate: $4.95 Million
Healthcare: $4.47 Million
Other: $10.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$4.32 Million 3.08% of portfolio
19,453
Q1 2025 Reduced 12.7%
$3.75T
$3.88 Million 2.76% of portfolio
10,333
Q1 2025 Reduced 1.37%
$631B
$3.78 Million 2.69% of portfolio
7,105
Q1 2025 Reduced 12.19%
$179B
$3.53 Million 2.51% of portfolio
77,862
Q1 2025 Added 4.76%
$300B
$3.44 Million 2.45% of portfolio
48,098
Q1 2025 Added 2.27%
$108B
$3.3 Million 2.35% of portfolio
33,653
Q1 2025 Added 1.78%
$64.4B
$3.24 Million 2.31% of portfolio
29,157
Q1 2025 Reduced 10.66%
$50.7B
$3.17 Million 2.26% of portfolio
10,602
Q1 2025 Added 3.98%
$145B
$3.05 Million 2.17% of portfolio
12,930
Q1 2025 Added 4.01%
$8.86B
$3.05 Million 2.17% of portfolio
245,765
Q1 2025 Added 9.13%
$22.9B
$2.78 Million 1.98% of portfolio
30,313
Q1 2025 New
$212B
$2.77 Million 1.97% of portfolio
8,400
Q1 2025 Reduced 1.42%
$92.7B
$2.68 Million 1.91% of portfolio
42,227
Q1 2025 Added 4.61%
$212B
$2.68 Million 1.91% of portfolio
29,814
Q1 2025 Added 21.27%
$1.88B
$2.51 Million 1.79% of portfolio
48,376
Q1 2025 Added 5.18%
$1.08T
$2.42 Million 1.72% of portfolio
15,459
Q1 2025 Reduced 19.63%
$406B
$1.58 Million 1.13% of portfolio
14,598
Q1 2025 Added 37.59%
$1.21B
$1.58 Million 1.12% of portfolio
171,443
Q1 2025 Added 15.81%
$2.27T
$1.54 Million 1.1% of portfolio
8,114
Q1 2025 Reduced 11.21%
$142B
$1.52 Million 1.08% of portfolio
13,571
Q1 2025 Reduced 13.54%
$573B
$1.46 Million 1.04% of portfolio
1,569
Q1 2025 Reduced 23.35%
$585B
$1.43 Million 1.02% of portfolio
4,076
Q1 2025 Added 0.52%
$1.62T
$1.25 Million 0.89% of portfolio
2,176
Q1 2025 Reduced 21.78%
$5.82B
$1.14 Million 0.81% of portfolio
18,379
Q1 2025 Added 94.45%
$88B
$1.11 Million 0.79% of portfolio
8,133
Q1 2025 Reduced 13.13%
$22.6B
$1.09 Million 0.77% of portfolio
29,030
Q1 2025 Added 28,084.47%
$54.7B
$954,000 0.68% of portfolio
3,756
Q1 2025 New
$32.8B
$956,000 0.68% of portfolio
10,489
Q1 2025 New
$0
$933,000 0.66% of portfolio
76,321
Q1 2025 Reduced 4.02%
$84.9B
$907,000 0.65% of portfolio
9,428
Q1 2025 New
$7.16B
$884,000 0.63% of portfolio
17,080
Q1 2025 New
$79.5B
$772,000 0.55% of portfolio
6,174
Q1 2025 Reduced 16.43%
$1.97B
$579,000 0.41% of portfolio
23,248
Q4 2021 New
$0
$353,000 0.25% of portfolio
30,677
Q1 2025 Reduced 6.39%
$435B
$312,000 0.22% of portfolio
330
Q1 2025 Added 29.41%
$75.2B
$199,000 0.14% of portfolio
2,374
Q1 2025 Reduced 93.95%
$1.07T
$137,000 0.1% of portfolio
886
Q1 2025 Reduced 2.1%
$260B
$124,000 0.09% of portfolio
500
Q4 2024 Reduced 30.65%
$2.36B
$123,000 0.09% of portfolio
1,933
Q4 2021 New
$145B
$79,000 0.06% of portfolio
1,118
Q1 2025 Added 3.9%
$11.7B
$87,000 0.06% of portfolio
7,025
Q4 2024 Added 87.58%
$0
$86,000 0.06% of portfolio
6,353
Q1 2025 Added 15.34%
$1.15B
$76,000 0.05% of portfolio
3,625
Q1 2025 Added 1.54%
$636B
$71,000 0.05% of portfolio
511
Q1 2025 Reduced 37.83%
$849M
$74,000 0.05% of portfolio
31,078
Q1 2025 Added 0.37%
$0
$69,000 0.05% of portfolio
6,350
Q4 2021 New
$2.62B
$50,000 0.04% of portfolio
826
Q4 2024 Added 20.41%
$934B
$59,000 0.04% of portfolio
230
Q1 2025 Added 37.72%
$57.3B
$52,000 0.04% of portfolio
100
Q4 2021 New

Summary

  • Portfolio
  • No. of Stocks 215
  • Current Value $140 Million
  • Prior Value $141 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
Track This Portfolio

Track Gould Capital, LLC Portfolio

Follow Gould Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gould Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gould Capital, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email