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 Market Cap. of $10 Billions to $200 Billions