Gould Capital, LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$143.1M
Holdings
215
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (215 positions)
| Stock | Value |
|---|---|
IEIISHARES 3-7 YEAR TREASURY BOND ETF | $12.6M |
BNDVANGUARD TOTAL BOND MARKET ETF | $12.4M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $12.4M |
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | $7.5M |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $5.6M |
GQ9SPDR GOLD SHARES | $4.4M |
AAPLAPPLE INC COM | $4.3M |
MSFTMICROSOFT CORP COM | $3.9M |
SHVISHARES SHORT TREASURY BOND ETF | $3.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $3.8M |
BACVERIZON COMMUNICATIONS INC COM | $3.5M |
KOCOCA COLA CO COM | $3.4M |
SBUXSTARBUCKS CORP COM | $3.3M |
AFLAFLAC INC COM | $3.2M |
PSAPUBLIC STORAGE OPER CO COM | $3.2M |
UNPUNION PAC CORP COM | $3.1M |
AESAES CORP COM | $3.1M |
FLRNSPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $3.0M |
TROWPRICE T ROWE GROUP INC COM | $2.8M |
CATCATERPILLAR INC COM | $2.8M |
NKENIKE INC CL B | $2.7M |
MRKMERCK & CO INC COM | $2.7M |
KNTKKINETIK HOLDINGS INC COM NEW CL A | $2.5M |
GOOGALPHABET INC CAP STK CL C | $2.4M |
NVGNUVEEN AMT FREE MUN CR INC FD COM | $2.1M |
NVDANVIDIA CORPORATION COM | $1.6M |
RDFNREDFIN CORP COM | $1.6M |
AMZNAMAZON COM INC COM | $1.5M |
GILDGILEAD SCIENCES INC COM | $1.5M |
NFLXNETFLIX INC COM | $1.5M |
VVISA INC COM CL A | $1.4M |
FISVFISERV INC COM | $1.4M |
METAMETA PLATFORMS INC CL A | $1.3M |
LRCXLAM RESEARCH CORP COM NEW | $1.2M |
ENPHENPHASE ENERGY INC COM | $1.1M |
APOAPOLLO GLOBAL MGMT INC COM | $1.1M |
DVNDEVON ENERGY CORP NEW COM | $1.1M |
DELLDELL TECHNOLOGIES INC CL C | $956K |
PWRQUANTA SVCS INC COM | $955K |
NZFNUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT | $933K |
FTNTFORTINET INC COM | $908K |
RMBS*RAMBUS INC DEL COM | $884K |
IBITISHARES BITCOIN TRUST ETF | $761K |
COLBCOLUMBIA BKG SYS INC COM | $580K |
AOAISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $387K |
AORISHARES CORE 60/40 BALANCED ALLOCATION ETF | $380K |
NADNUVEEN QUALITY MUNCP INCOME FD COM | $353K |
IWVISHARES RUSSELL 3000 ETF | $326K |
COSTCOSTCO WHSL CORP NEW COM | $312K |
IAU*ISHARES GOLD TRUST | $269K |
BKBANK NEW YORK MELLON CORP COM | $199K |
ESGDISHARES ESG AWARE MSCI EAFE ETF | $144K |
GOOGLALPHABET INC CAP STK CL A | $137K |
NDQINVESCO QQQ TRUST SERIES I | $135K |
IBMINTERNATIONAL BUSINESS MACHS COM | $124K |
FW2NBANNER CORP COM NEW | $123K |
ACWIISHARES MSCI ACWI ETF | $117K |
ICLNISHARES GLOBAL CLEAN ENERGY ETF | $92K |
QQQMINVESCO NASDAQ 100 ETF | $90K |
EAGGISHARES ESG AWARE US AGGREGATE BOND ETF | $88K |
RIVNRIVIAN AUTOMOTIVE INC COM CL A | $87K |
ETBEATON VANCE TAX MNGED BUY WRIT COM | $87K |
NEENEXTERA ENERGY INC COM | $79K |
SPHSUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN | $76K |
DHCDIVERSIFIED HEALTHCARE TR COM SH BEN INT | $75K |
AOMISHARES CORE 40/60 MODERATE ALLOCATION ETF | $73K |
SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $73K |
ORCLORACLE CORP COM | $71K |
MUBISHARES NATIONAL MUNI BOND ETF | $71K |
MYIBLACKROCK MUNIYIELD QUALITY FD COM | $70K |
ESGEISHARES ESG AWARE MSCI EM ETF | $69K |
WYWEYERHAEUSER CO MTN BE COM NEW | $62K |
TSLATESLA INC COM | $60K |
AXONAXON ENTERPRISE INC COM | $53K |
MUMICRON TECHNOLOGY INC COM | $52K |
BROSDUTCH BROS INC CL A | $51K |
GNRCGENERAC HLDGS INC COM | $50K |
ESEVERSOURCE ENERGY COM | $50K |
AMGNAMGEN INC COM | $47K |
SCHWSCHWAB CHARLES CORP COM | $47K |
COINCOINBASE GLOBAL INC COM CL A | $46K |
MEDPMEDPACE HLDGS INC COM | $46K |
HTDCORCEPT THERAPEUTICS INC COM | $46K |
RKLBROCKET LAB USA INC COM | $45K |
SANBANCO SANTANDER S.A. ADR | $45K |
AGGISHARES CORE U.S. AGGREGATE BOND ETF | $42K |
JNPJUNIPER NETWORKS INC COM | $42K |
BABOEING CO COM | $41K |
GSGISHARES S&P GSCI COMMODITY INDEXED TRUST | $41K |
GBCIGLACIER BANCORP INC NEW COM | $38K |
WMBWILLIAMS COS INC COM | $36K |
EAOAISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF | $36K |
ECLECOLAB INC COM | $35K |
NLYANNALY CAPITAL MANAGEMENT INC COM NEW | $32K |
ABNBAIRBNB INC COM CL A | $31K |
DGXQUEST DIAGNOSTICS INC COM | $29K |
CLCOLGATE PALMOLIVE CO COM | $28K |
NATNORDIC AMERICAN TANKERS LIMITE COM | $28K |
FFIVF5 INC COM | $27K |
AG8AGILENT TECHNOLOGIES INC COM | $26K |
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