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

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
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