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%
$3.39T
$3.88 Million 2.76% of portfolio
10,333
Q1 2025 Reduced 1.37%
$694B
$3.78 Million 2.69% of portfolio
7,105
Q1 2025 Reduced 12.19%
$185B
$3.53 Million 2.51% of portfolio
77,862
Q1 2025 Added 4.76%
$311B
$3.44 Million 2.45% of portfolio
48,098
Q1 2025 Added 2.27%
$98.2B
$3.3 Million 2.35% of portfolio
33,653
Q1 2025 Added 1.78%
$67.5B
$3.24 Million 2.31% of portfolio
29,157
Q1 2025 Reduced 10.66%
$54.3B
$3.17 Million 2.26% of portfolio
10,602
Q1 2025 Added 3.98%
$142B
$3.05 Million 2.17% of portfolio
12,930
Q1 2025 Added 4.01%
$8.16B
$3.05 Million 2.17% of portfolio
245,765
Q1 2025 Added 9.13%
$22.1B
$2.78 Million 1.98% of portfolio
30,313
Q1 2025 New
$187B
$2.77 Million 1.97% of portfolio
8,400
Q1 2025 Reduced 1.42%
$79.5B
$2.68 Million 1.91% of portfolio
42,227
Q1 2025 Added 4.61%
$193B
$2.68 Million 1.91% of portfolio
29,814
Q1 2025 Added 21.27%
$1.95B
$2.51 Million 1.79% of portfolio
48,376
Q1 2025 Added 5.18%
$1.02T
$2.42 Million 1.72% of portfolio
15,459
Q1 2025 Reduced 19.63%
$337B
$1.58 Million 1.13% of portfolio
14,598
Q1 2025 Added 37.59%
$1.09B
$1.58 Million 1.12% of portfolio
171,443
Q1 2025 Added 15.81%
$2.09T
$1.54 Million 1.1% of portfolio
8,114
Q1 2025 Reduced 11.21%
$128B
$1.52 Million 1.08% of portfolio
13,571
Q1 2025 Reduced 13.54%
$530B
$1.46 Million 1.04% of portfolio
1,569
Q1 2025 Reduced 23.35%
$597B
$1.43 Million 1.02% of portfolio
4,076
Q1 2025 Added 0.52%
$1.44T
$1.25 Million 0.89% of portfolio
2,176
Q1 2025 Reduced 21.78%
$6.85B
$1.14 Million 0.81% of portfolio
18,379
Q1 2025 Added 94.45%
$86.3B
$1.11 Million 0.79% of portfolio
8,133
Q1 2025 Reduced 13.13%
$21.8B
$1.09 Million 0.77% of portfolio
29,030
Q1 2025 Added 28,084.47%
$49.3B
$954,000 0.68% of portfolio
3,756
Q1 2025 New
$29.6B
$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%
$82.5B
$907,000 0.65% of portfolio
9,428
Q1 2025 New
$6.27B
$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%
$1.98B
$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%
$454B
$312,000 0.22% of portfolio
330
Q1 2025 Added 29.41%
$72.8B
$199,000 0.14% of portfolio
2,374
Q1 2025 Reduced 93.95%
$993B
$137,000 0.1% of portfolio
886
Q1 2025 Reduced 2.1%
$239B
$124,000 0.09% of portfolio
500
Q4 2024 Reduced 30.65%
$2.23B
$123,000 0.09% of portfolio
1,933
Q4 2021 New
$147B
$79,000 0.06% of portfolio
1,118
Q1 2025 Added 3.9%
$14B
$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%
$1.22B
$76,000 0.05% of portfolio
3,625
Q1 2025 Added 1.54%
$433B
$71,000 0.05% of portfolio
511
Q1 2025 Reduced 37.83%
$725M
$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
$2.83B
$50,000 0.04% of portfolio
826
Q4 2024 Added 20.41%
$1.11T
$59,000 0.04% of portfolio
230
Q1 2025 Added 37.72%
$51.8B
$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
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