Gould Capital, LLC has filed its 13F form on November 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $151 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 $12.4M, Vanguard Bd Index Fd Inc Total with a value of $12.2M, Vanguard Ftse Developed Market with a value of $11.5M, Vanguard Total International B with a value of $7.59M, and Apple Inc. with a value of $5.28M.
Examining the 13F form we can see an increase of $9.24M in the current position value, from $141M to 151M.
Below you can find more details about Gould Capital, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$151 Million
ETFs: $64.2 Million
Financial Services: $19.9 Million
Technology: $15.3 Million
Communication Services: $9.98 Million
Healthcare: $9.77 Million
Industrials: $7.97 Million
Utilities: $6.94 Million
Real Estate: $5.95 Million
Other: $10.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions