Gould Capital, LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$149.7B

Holdings

213

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (213 positions)

StockValue
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$13.9B
IEIISHARES 3-7 YEAR TREASURY BOND ETF
$12.7B
BNDVANGUARD TOTAL BOND MARKET ETF
$12.5B
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF
$7.6B
VWOVANGUARD FTSE EMERGING MARKETS ETF
$6.2B
MSFTMICROSOFT CORP COM
$5.2B
GQ9SPDR GOLD SHARES
$4.6B
AAPLAPPLE INC COM
$4.0B
SHVISHARES SHORT TREASURY BOND ETF
$3.8B
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$3.4B
KOCOCA COLA CO COM
$3.4B
BACVERIZON COMMUNICATIONS INC COM
$3.4B
CATCATERPILLAR INC COM
$3.3B
SBUXSTARBUCKS CORP COM
$3.2B
PSAPUBLIC STORAGE OPER CO COM
$3.1B
AFLAFLAC INC COM
$3.1B
NKENIKE INC CL B
$3.1B
UNPUNION PAC CORP COM
$3.0B
TROWPRICE T ROWE GROUP INC COM
$3.0B
FLRNSPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
$2.9B
GOOGALPHABET INC CAP STK CL C
$2.8B
AESAES CORP COM
$2.7B
MRKMERCK & CO INC COM
$2.4B
KNTKKINETIK HOLDINGS INC COM NEW CL A
$2.3B
NVDANVIDIA CORPORATION COM
$2.2B
NFLXNETFLIX INC COM
$2.1B
NVGNUVEEN AMT FREE MUN CR INC FD COM
$2.1B
RDFNREDFIN CORP COM
$1.9B
AMZNAMAZON COM INC COM
$1.8B
METAMETA PLATFORMS INC CL A
$1.6B
LRCXLAM RESEARCH CORP COM NEW
$1.6B
GILDGILEAD SCIENCES INC COM
$1.5B
VVISA INC COM CL A
$1.4B
PWRQUANTA SVCS INC COM
$1.4B
DELLDELL TECHNOLOGIES INC CL C
$1.3B
APOAPOLLO GLOBAL MGMT INC COM
$1.2B
RMBS*RAMBUS INC DEL COM
$1.1B
FISVFISERV INC COM
$1.1B
FTNTFORTINET INC COM
$1.0B
IBITISHARES BITCOIN TRUST ETF
$988.1M
DVNDEVON ENERGY CORP NEW COM
$945.5M
NZFNUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT
$901.3M
ENPHENPHASE ENERGY INC COM
$747.9M
COLBCOLUMBIA BKG SYS INC COM
$543.5M
AOAISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF
$402.1M
IWVISHARES RUSSELL 3000 ETF
$352.4M
NADNUVEEN QUALITY MUNCP INCOME FD COM
$341.7M
COSTCOSTCO WHSL CORP NEW COM
$326.7M
IAU*ISHARES GOLD TRUST
$284.9M
BKBANK NEW YORK MELLON CORP COM
$185.4M
SPYMSPDR PORTFOLIO S&P 500 ETF
$175.3M
GOOGLALPHABET INC CAP STK CL A
$163.2M
AORISHARES CORE 60/40 BALANCED ALLOCATION ETF
$159.9M
ESGDISHARES ESG AWARE MSCI EAFE ETF
$156.8M
IBMINTERNATIONAL BUSINESS MACHS COM
$147.4M
ACWIISHARES MSCI ACWI ETF
$129.8M
FW2NBANNER CORP COM NEW
$124.0M
NDQINVESCO QQQ TRUST SERIES I
$118.2M
DHCDIVERSIFIED HEALTHCARE TR COM SH BEN INT
$111.6M
QQQMINVESCO NASDAQ 100 ETF
$111.3M
ICLNISHARES GLOBAL CLEAN ENERGY ETF
$109.2M
ETBEATON VANCE TAX MNGED BUY WRIT COM
$107.2M
ORCLORACLE CORP COM
$104.9M
RIVNRIVIAN AUTOMOTIVE INC COM CL A
$96.5M
COINCOINBASE GLOBAL INC COM CL A
$93.6M
EAGGISHARES ESG AWARE US AGGREGATE BOND ETF
$88.5M
AXONAXON ENTERPRISE INC COM
$82.8M
ESGEISHARES ESG AWARE MSCI EM ETF
$76.9M
NEENEXTERA ENERGY INC COM
$73.2M
SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
$73.2M
TSLATESLA INC COM
$73.1M
6RJ0ROCKET LAB CORP COM
$71.5M
MUBISHARES NATIONAL MUNI BOND ETF
$70.7M
MUMICRON TECHNOLOGY INC COM
$69.6M
SPHSUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN
$68.3M
MYIBLACKROCK MUNIYIELD QUALITY FD COM
$66.6M
BROSDUTCH BROS INC CL A
$56.5M
SANBANCO SANTANDER S.A. ADR
$55.3M
SCHWSCHWAB CHARLES CORP COM
$54.7M
WYWEYERHAEUSER CO MTN BE COM NEW
$54.7M
GNRCGENERAC HLDGS INC COM
$51.1M
BABOEING CO COM
$50.9M
ESEVERSOURCE ENERGY COM
$50.9M
MEDPMEDPACE HLDGS INC COM
$47.1M
EAOAISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF
$45.4M
JNPJUNIPER NETWORKS INC COM
$43.2M
ECLECOLAB INC COM
$42.6M
GSGISHARES S&P GSCI COMMODITY INDEXED TRUST
$39.0M
WMBWILLIAMS COS INC COM
$37.7M
GBCIGLACIER BANCORP INC NEW COM
$36.8M
AGGISHARES CORE U.S. AGGREGATE BOND ETF
$36.4M
ABNBAIRBNB INC COM CL A
$34.4M
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
$34.0M
AMGNAMGEN INC COM
$33.5M
NATNORDIC AMERICAN TANKERS LIMITE COM
$33.4M
AG8AGILENT TECHNOLOGIES INC COM
$31.2M
DGXQUEST DIAGNOSTICS INC COM
$30.7M
NLYANNALY CAPITAL MANAGEMENT INC COM NEW
$30.2M
RDDTREDDIT INC CL A
$30.1M
FFIVF5 INC COM
$29.4M
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