Gould Capital, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $141 Million distributed in 216 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 $11.7M, Vanguard Ftse Developed Market with a value of $10.9M, Vanguard Total International B with a value of $7.27M, and Apple Inc. with a value of $4.87M.

Examining the 13F form we can see an decrease of $99K in the current position value, from $141M 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: $61.1 Million
Financial Services: $20.2 Million
Technology: $17.8 Million
Communication Services: $9.92 Million
Healthcare: $9.17 Million
Industrials: $7.24 Million
Consumer Cyclical: $4.86 Million
Real Estate: $4.25 Million
Other: $6.78 Million

Stock Holdings Table Companies Only

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

Summary

  • Portfolio
  • No. of Stocks 216
  • Current Value $141 Million
  • Prior Value $141 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 30 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 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.