Gould Capital, LLC Top Holdings and 13F Report (2025) About Gould Capital, LLCInvestment ActivityGould Capital, LLC has $143.74 million in total holdings as of December 31, 2024.Gould Capital, LLC owns shares of 215 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 7.18% of the portfolio was purchased this quarter.About 8.17% of the portfolio was sold this quarter.This quarter, Gould Capital, LLC has purchased 216 new stocks and bought additional shares in 28 stocks.Gould Capital, LLC sold shares of 64 stocks and completely divested from 8 stocks this quarter.Largest Holdings iShares 3-7 Year Treasury Bond ETF $11,874,139Vanguard Total Bond Market ETF $11,663,587Vanguard FTSE Developed Markets ETF $10,381,957Vanguard Total International Bond ETF $7,352,754Apple $5,579,777 Largest New Holdings this Quarter Kinetik $2,608,320 HoldingGenerac $788,429 HoldingLITHIUM AMERS CORP NEW COM SHS $5,940 HoldingAccenture $5,277 HoldingPIMCO ACTIVE BOND EXCHANGE-TRADED FUND $4,159 Holding Largest Purchases this Quarter NIKE 39,519 shares (about $2.99M)Kinetik 45,994 shares (about $2.61M)LAM RESEARCH CORP COM NEW 15,832 shares (about $1.14M)NVIDIA 8,047 shares (about $1.08M)Generac 5,085 shares (about $788.43K) Largest Sales this Quarter American Water Works 22,633 shares (about $2.82M)Amgen 9,469 shares (about $2.47M)Owens Corning 6,560 shares (about $1.12M)Bank of New York Mellon 12,511 shares (about $961.21K)Centene 14,222 shares (about $861.55K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGould Capital, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIEIiShares 3-7 Year Treasury Bond ETF$11,874,139$58,237 ▼-0.5%102,7628.3%ETFBNDVanguard Total Bond Market ETF$11,663,587$4,602 ▲0.0%162,1978.1%ETFVEAVanguard FTSE Developed Markets ETF$10,381,957$36,534 ▼-0.4%217,1057.2%ETFBNDXVanguard Total International Bond ETF$7,352,754$51,454 ▼-0.7%149,9035.1%ETFAAPLApple$5,579,777$97,412 ▼-1.7%22,2823.9%Computer and TechnologyGLDSPDR Gold Shares$4,530,010$112,590 ▼-2.4%18,7093.2%FinanceMSFTMicrosoft$4,415,672$27,819 ▼-0.6%10,4763.1%Computer and TechnologySHViShares Short Treasury Bond ETF$4,034,863$143,033 ▲3.7%36,6442.8%ETFVWOVanguard FTSE Emerging Markets ETF$3,732,489$61,744 ▼-1.6%84,7522.6%ETFBRK.BBerkshire Hathaway$3,667,488$66,632 ▼-1.8%8,0912.6%FinanceGOOGAlphabet$3,663,144$59,608 ▼-1.6%19,2352.5%Computer and TechnologyAFLAflac$3,376,000$83,477 ▼-2.4%32,6372.3%FinanceCATCaterpillar$3,091,169$56,592 ▼-1.8%8,5212.2%Industrial ProductsNKENIKE$3,054,422$2,990,405 ▲4,671.3%40,3652.1%Consumer DiscretionaryPSAPublic Storage$3,053,077$42,820 ▼-1.4%10,1962.1%FinanceSBUXStarbucks$3,016,958$48,271 ▼-1.6%33,0632.1%Retail/WholesaleBKBank of New York Mellon$3,015,786$961,213 ▼-24.2%39,2532.1%FinanceVZVerizon Communications$2,972,092$28,193 ▼-0.9%74,3212.1%Computer and TechnologyFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$2,930,043$136,134 ▲4.9%95,3482.0%ETFKOCoca-Cola$2,928,131$17,308 ▼-0.6%47,0312.0%Consumer StaplesAESAES$2,898,273$715,817 ▲32.8%225,1962.0%UtilitiesUNPUnion Pacific$2,834,687$14,138 ▼-0.5%12,4312.0%TransportationKNTKKinetik$2,608,320$2,608,320 ▲New Holding45,9941.8%Oils/EnergyMRKMerck & Co., Inc.$2,445,723$21,587 ▲0.9%24,5851.7%MedicalFMiShares Frontier and Select EM ETF$2,274,985$14,221 ▼-0.6%83,8241.6%ETFNVGNuveen AMT-Free Municipal Credit Income Fund$2,030,464$28,039 ▼-1.4%165,6171.4%Financial ServicesAMZNAmazon.com$2,004,828$30,935 ▼-1.5%9,1381.4%Retail/WholesaleNFLXNetflix$1,824,532$62,392 ▼-3.3%2,0471.3%Consumer DiscretionaryMETAMeta Platforms$1,628,889$55,623 ▼-3.3%2,7821.1%Computer and TechnologyAPOApollo Global Management$1,546,228$32,537 ▼-2.1%9,3621.1%FinanceFIFiserv$1,517,643$42,522 ▼-2.7%7,3881.1%Business ServicesGILDGilead Sciences$1,449,929$39,811 ▼-2.7%15,6971.0%MedicalNVDANVIDIA$1,424,820$1,080,634 ▲314.0%10,6101.0%Computer and TechnologyVVisa$1,281,542$12,958 ▼-1.0%4,0550.9%Business ServicesAPDAir Products and Chemicals$1,186,844$33,935 ▼-2.8%4,0920.8%Basic MaterialsRDFNRedfin$1,165,020$18,077 ▼-1.5%148,0330.8%FinanceLAM RESEARCH CORP COM NEW$1,145,784$1,143,545 ▲51,071.0%15,8630.8%StockMUMicron Technology$1,098,961$28,699 ▼-2.5%13,0580.8%Computer and TechnologyISHARES BITCOIN TRUST ETF$1,076,438$9,920 ▼-0.9%20,2910.7%ETFCRLCharles River Laboratories International$1,019,546$128,112 ▼-11.2%5,5230.7%MedicalJNPRJuniper Networks$985,347$111,863 ▼-10.2%26,3110.7%Computer and TechnologyNZFNuveen Municipal Credit Income Fund$967,734$17,464 ▼-1.8%79,5180.7%Financial ServicesGNRCGenerac$788,429$788,429 ▲New Holding5,0850.5%Industrial ProductsENPHEnphase Energy$649,163$51,785 ▼-7.4%9,4520.5%Oils/EnergyCOLBColumbia Banking System$627,9280.0%23,2480.4%FinanceQQQMInvesco NASDAQ 100 ETF$562,769$506,576 ▲901.5%2,6740.4%ETFIWViShares Russell 3000 ETF$430,848$33,091 ▲8.3%1,2890.3%ETFNADNuveen Quality Municipal Income Fund$382,098$11,905 ▼-3.0%32,7700.3%Financial ServicesAOAiShares Core 80/20 Aggressive Allocation ETF$379,483$2,682 ▲0.7%4,9530.3%ETFAORiShares Core 60/40 Balanced Allocation ETF$369,503$860 ▼-0.2%6,4460.3%ETFCOSTCostco Wholesale$233,657$56,811 ▼-19.6%2550.2%Retail/WholesaleIAUiShares Gold Trust$228,4890.0%4,6150.2%FinanceCLOUGH GLOBAL DIVID & INCOME F COM$218,032$5,886 ▲2.8%40,1900.2%CEFGOOGLAlphabet$171,3170.0%9050.1%Computer and TechnologyQQQInvesco QQQ$147,351$3,581 ▼-2.4%2880.1%FinanceORCLOracle$136,978$5,166 ▼-3.6%8220.1%Computer and TechnologyBANRBanner$129,0660.0%1,9330.1%FinanceESGDiShares ESG Aware MSCI EAFE ETF$122,8900.0%1,6140.1%ManufacturingACWIiShares MSCI ACWI ETF$118,5580.0%1,0090.1%ManufacturingIBMInternational Business Machines$109,915$48,582 ▼-30.7%5000.1%Computer and TechnologyRIVNRivian Automotive$93,433$43,624 ▲87.6%7,0250.1%Auto/Tires/TrucksETBEaton Vance Tax-Managed Buy-Write Income Fund$82,619$6,450 ▼-7.2%5,5080.1%Financial ServicesNLYAnnaly Capital Management$82,236$1,372 ▲1.7%4,4940.1%FinanceEAGGiShares ESG Aware U.S. Aggregate Bond ETF$79,7370.0%1,7170.1%ETFNEENextEra Energy$77,1380.0%1,0760.1%UtilitiesAMGNAmgen$74,543$2,467,999 ▼-97.1%2860.1%MedicalICLNiShares Global Clean Energy ETF$72,593$2,845 ▲4.1%6,3790.1%ETFAOMiShares Core 40/60 Moderate Allocation ETF$72,545$13,032 ▲21.9%1,6700.1%ETFDHCDiversified Healthcare Trust$71,214$276 ▲0.4%30,9630.0%FinanceMYIBlackRock MuniYield Quality Fund III$70,1040.0%6,3500.0%FinanceTSLATesla$67,441$170,420 ▼-71.6%1670.0%Auto/Tires/TrucksCOINCoinbase Global$66,296$12,415 ▼-15.8%2670.0%FinanceSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$65,6770.0%2,6590.0%ManufacturingMUBiShares National Muni Bond ETF$64,6760.0%6070.0%ETFRKLBRocket Lab USA$63,675$4,330 ▲7.3%2,5000.0%AerospaceESGEiShares ESG Aware MSCI EM ETF$62,3060.0%1,8660.0%ManufacturingSPHSuburban Propane Partners$61,404$1,032 ▲1.7%3,5700.0%Oils/EnergyWYWeyerhaeuser$59,9600.0%2,1300.0%ConstructionAXONAxon Enterprise$59,4320.0%1000.0%AerospaceGSGiShares S&P GSCI Commodity-Indexed Trust$52,0300.0%2,3900.0%FinanceMEDPMedpace$49,8350.0%1500.0%MedicalALKAlaska Air Group$46,6200.0%7200.0%TransportationESEversource Energy$45,9440.0%8000.0%UtilitiesSCHWCharles Schwab$44,4060.0%6000.0%FinanceBROSDutch Bros$43,266$7,333 ▲20.4%8260.0%Retail/WholesaleBABoeing$43,011$17,700 ▼-29.2%2430.0%AerospaceGBCIGlacier Bancorp$42,9380.0%8550.0%FinanceJHIJohn Hancock Investors Trust$42,432$5,690 ▼-11.8%3,1020.0%FinanceAGGiShares Core U.S. Aggregate Bond ETF$41,570$70,446 ▼-62.9%4290.0%FinanceEAOAiShares ESG Aware 80/20 Aggressive Allocation ETF$36,0070.0%1,0080.0%ETFTLHiShares 10-20 Year Treasury Bond ETF$34,8390.0%3500.0%ETFSDIVGlobal X SuperDividend ETF$34,265$887 ▲2.7%1,6620.0%ETFABNBAirbnb$34,1670.0%2600.0%Consumer DiscretionaryREDDIT INC CL A$32,6880.0%2000.0%StockLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$32,4790.0%3040.0%FinanceWMBWilliams Companies$32,4720.0%6000.0%Oils/EnergyOCOwens Corning$32,190$1,117,283 ▼-97.2%1890.0%ConstructionECLEcolab$31,6330.0%1350.0%Basic MaterialsFFord Motor$30,9700.0%3,1280.0%Auto/Tires/TrucksCORTCorcept Therapeutics$30,2340.0%6000.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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