GC
| |
Gould Capital, LLC13F | |
| Gould Capital, LLC | |
| Last update 2025-05-14 | 215 Stocks (11 new) |
| Value $143.00 Mil | Turnover 11 % |
Gould Capital, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEI | iShares 3-7 Year Treasury Bond ETF | 106,747 | 12,610.5 | +3.88% | 8.810 | +0.33% | 0.080 | +1.27% | +4.12% | 15,694.1 | ||
BND | Vanguard Total Bond Market ETF | 169,470 | 12,447.6 | +4.48% | 8.700 | +0.37% | 0.010 | +1.67% | +3.53% | 127,758.4 | ||
VEA | Vanguard FTSE Developed Markets ETF | 244,212 | 12,413.3 | +12.49% | 8.670 | +0.96% | 0.010 | +14.16% | +23.88% | 163,588.6 | ||
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 154,473 | 7,541.4 | +3.05% | 5.270 | +0.16% | 0.010 | +0.60% | +1.62% | 66,172.7 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 124,509 | 5,635.3 | +46.91% | 3.940 | +1.26% | 0.010 | +15.56% | +16.78% | 86,562.3 | ||
GLD | SPDR Gold Shares ETF | 15,438 | 4,448.3 | -17.48% | 3.110 | -0.55% | 0.000 | +2.81% | +28.93% | 102,799.3 | ||
AAPL | Apple Inc | 19,453 | 4,321.0 | -12.70% | 3.020 | -0.49% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
MSFT | Microsoft Corp | 10,333 | 3,879.0 | -1.37% | 2.710 | -0.04% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
SHV | iShares Short Treasury Bond ETF | 34,719 | 3,835.1 | -5.25% | 2.680 | -0.15% | 0.020 | +1.00% | +2.30% | 20,785.6 | ||
BRK.B | Berkshire Hathaway Inc | 7,105 | 3,784.0 | -12.19% | 2.640 | -0.31% | 0.000 | -8.39% | +6.48% | 1,040,746.7 | Insurance |
Gould Capital, LLC's Historical Top Holdings Breakdowns
Gould Capital, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BK | Bank of New York Mellon Corp | 2025-03-31 | Reduce Reduce | -1.97% | 75.42 ($84.04) 88.95 | $99.63 | 18.55% | Reduce -93.95% | 2,374 | -36,879 | |
TROW | T. Rowe Price Group Inc | 2025-03-31 | New Buy New Buy | +1.95% | 91.57 ($105.67) 116.92 | $107.35 | 1.59% | New holding | 30,313 | 30,313 | |
FM | iShares Frontier and Select EM ETF | 2025-03-31 | Sold Out Sold Out | -1.58% | 27.08 ($27.15) 27.19 | $27.19 | 0.15% | Sold Out | 0 | -83,824 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-03-31 | Add Add | +1.26% | 42.5 ($45.01) 46.71 | $51.23 | 13.82% | Add 46.91% | 124,509 | 39,757 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Add Add | +0.96% | 47.4 ($50.6) 52.99 | $58.50 | 15.61% | Add 12.49% | 244,212 | 27,107 | |
APD | Air Products & Chemicals Inc | 2025-03-31 | Reduce Reduce | -0.82% | 283.24 ($308.4) 338.07 | $297.89 | -3.41% | Reduce -98.66% | 55 | -4,037 | |
DVN | Devon Energy Corp | 2025-03-31 | Add Add | +0.76% | 33.15 ($35.5) 38.55 | $33.24 | -6.37% | Add 28084.47% | 29,030 | 28,927 | |
MU | Micron Technology Inc | 2025-03-31 | Reduce Reduce | -0.73% | 86.89 ($96.05) 109.38 | $109.83 | 14.35% | Reduce -95.4% | 601 | -12,457 | |
CRL |
Charles River Laboratories International Inc
Charles River Laboratories International Inc
| 2025-03-31 | Reduce Reduce | -0.70% | 150.52 ($167.66) 190.14 | $167.95 | 0.17% | Reduce -98.53% | 81 | -5,442 | |
DELL | Dell Technologies Inc | 2025-03-31 | New Buy New Buy | +0.67% | 90.34 ($105.78) 124.66 | $127.22 | 20.27% | New holding | 10,489 | 10,489 |
Gould Capital, LLC Total Holding History ($B)
Gould Capital, LLC's Asset Allocation
Gould Capital, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Gould Capital, LLC's Hypothetical Growth since 2025-03-31
Gould Capital, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Gould Capital, LLC's Holdings Heat Map
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Gould Capital, LLC's Holdings Bubble Chart
Gould Capital, LLC News
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