Gould Capital, LLC has filed its 13F form on February 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $141 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 $11.9M, Vanguard Bd Index Fd Inc Total with a value of $11.7M, Vanguard Ftse Developed Market with a value of $10.4M, Vanguard Total International B with a value of $7.35M, and Apple Inc. with a value of $5.58M.

Examining the 13F form we can see an decrease of $9.92M in the current position value, from $151M 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: $61.8 Million
Financial Services: $17.6 Million
Technology: $15.5 Million
Communication Services: $10.3 Million
Consumer Cyclical: $8.41 Million
Industrials: $7.13 Million
Healthcare: $5.21 Million
Real Estate: $4.42 Million
Other: $10.2 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 215
  • Current Value $141 Million
  • Prior Value $151 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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