Gould Capital, LLC Q4 2024 Filing
Filed February 21, 2025
Portfolio Value
$143.7M
Holdings
215
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (215 positions)
| Stock | Value |
|---|---|
IEIISHARES 3-7 YEAR TREASURY BOND ETF | $11.9M |
BNDVANGUARD TOTAL BOND MARKET ETF | $11.7M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $10.4M |
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | $7.4M |
AAPLAPPLE INC COM | $5.6M |
GQ9SPDR GOLD SHARES | $4.5M |
MSFTMICROSOFT CORP COM | $4.4M |
SHVISHARES SHORT TREASURY BOND ETF | $4.0M |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $3.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $3.7M |
GOOGALPHABET INC CAP STK CL C | $3.7M |
AFLAFLAC INC COM | $3.4M |
CATCATERPILLAR INC COM | $3.1M |
NKENIKE INC CL B | $3.1M |
PSAPUBLIC STORAGE OPER CO COM | $3.1M |
SBUXSTARBUCKS CORP COM | $3.0M |
BKBANK NEW YORK MELLON CORP COM | $3.0M |
BACVERIZON COMMUNICATIONS INC COM | $3.0M |
FLRNSPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $2.9M |
KOCOCA COLA CO COM | $2.9M |
AESAES CORP COM | $2.9M |
UNPUNION PAC CORP COM | $2.8M |
KNTKKINETIK HOLDINGS INC COM NEW CL A | $2.6M |
MRKMERCK & CO INC COM | $2.4M |
FMUSDISHARES INC FRONTIER AND SEL | $2.3M |
NVGNUVEEN AMT FREE MUN CR INC FD COM | $2.0M |
AMZNAMAZON COM INC COM | $2.0M |
NFLXNETFLIX INC COM | $1.8M |
METAMETA PLATFORMS INC CL A | $1.6M |
APOAPOLLO GLOBAL MGMT INC COM | $1.5M |
FISVFISERV INC COM | $1.5M |
GILDGILEAD SCIENCES INC COM | $1.4M |
NVDANVIDIA CORPORATION COM | $1.4M |
VVISA INC COM CL A | $1.3M |
APDAIR PRODS & CHEMS INC COM | $1.2M |
RDFNREDFIN CORP COM | $1.2M |
LRCXLAM RESEARCH CORP COM NEW | $1.1M |
MUMICRON TECHNOLOGY INC COM | $1.1M |
IBITISHARES BITCOIN TRUST ETF | $1.1M |
CRLCHARLES RIV LABS INTL INC COM | $1.0M |
JNPJUNIPER NETWORKS INC COM | $985K |
NZFNUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT | $968K |
GNRCGENERAC HLDGS INC COM | $788K |
ENPHENPHASE ENERGY INC COM | $649K |
COLBCOLUMBIA BKG SYS INC COM | $628K |
QQQMINVESCO NASDAQ 100 ETF | $563K |
IWVISHARES RUSSELL 3000 ETF | $431K |
NADNUVEEN QUALITY MUNCP INCOME FD COM | $382K |
AOAISHARES CORE AGGRESSIVE ALLOCATION ETF | $379K |
AORISHARES CORE GROWTH ALLOCATION ETF | $370K |
COSTCOSTCO WHSL CORP NEW COM | $234K |
IAU*ISHARES GOLD TRUST | $228K |
GLVCLOUGH GLOBAL DIVID & INCOME F COM | $218K |
GOOGLALPHABET INC CAP STK CL A | $171K |
NDQINVESCO QQQ TRUST SERIES I | $147K |
ORCLORACLE CORP COM | $137K |
FW2NBANNER CORP COM NEW | $129K |
ESGDISHARES ESG AWARE MSCI EAFE ETF | $123K |
ACWIISHARES MSCI ACWI ETF | $119K |
IBMINTERNATIONAL BUSINESS MACHS COM | $110K |
RIVNRIVIAN AUTOMOTIVE INC COM CL A | $93K |
ETBEATON VANCE TAX MNGED BUY WRIT COM | $83K |
NLYANNALY CAPITAL MANAGEMENT INC COM NEW | $82K |
EAGGISHARES ESG AWARE US AGGREGATE BOND ETF | $80K |
NEENEXTERA ENERGY INC COM | $77K |
AMGNAMGEN INC COM | $75K |
ICLNISHARES GLOBAL CLEAN ENERGY ETF | $73K |
AOMISHARES CORE MODERATE ALLOCATION ETF | $73K |
DHCDIVERSIFIED HEALTHCARE TR COM SH BEN INT | $71K |
MYIBLACKROCK MUNIYIELD QUALITY FD COM | $70K |
TSLATESLA INC COM | $67K |
COINCOINBASE GLOBAL INC COM CL A | $66K |
SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $66K |
MUBISHARES NATIONAL MUNI BOND ETF | $65K |
RKLBROCKET LAB USA INC COM | $64K |
ESGEISHARES ESG AWARE MSCI EM ETF | $62K |
SPHSUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN | $61K |
WYWEYERHAEUSER CO MTN BE COM NEW | $60K |
AXONAXON ENTERPRISE INC COM | $59K |
GSGISHARES S&P GSCI COMMODITY INDEXED TRUST | $52K |
MEDPMEDPACE HLDGS INC COM | $50K |
ALKALASKA AIR GROUP INC COM | $47K |
ESEVERSOURCE ENERGY COM | $46K |
SCHWSCHWAB CHARLES CORP COM | $44K |
BROSDUTCH BROS INC CL A | $43K |
BABOEING CO COM | $43K |
GBCIGLACIER BANCORP INC NEW COM | $43K |
JHIHANCOCK JOHN INVT TR II COM | $42K |
AGGISHARES CORE U.S. AGGREGATE BOND ETF | $42K |
EAOAISHARES ESG AWARE AGGRESSIVE ALLOCATION ETF | $36K |
TLHISHARES 10-20 YEAR TREASURY BOND ETF | $35K |
SDIVGLOBAL X SUPERDIVIDEND ETF | $34K |
ABNBAIRBNB INC COM CL A | $34K |
RDDTREDDIT INC CL A | $33K |
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $32K |
WMBWILLIAMS COS INC COM | $32K |
OCOWENS CORNING NEW COM | $32K |
ECLECOLAB INC COM | $32K |
FFORD MTR CO COM | $31K |
HTDCORCEPT THERAPEUTICS INC COM | $30K |
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