Gould Capital, LLC Top Holdings and 13F Report (2025) About Gould Capital, LLCInvestment ActivityGould Capital, LLC has $149.67 million in total holdings as of June 30, 2025.Gould Capital, LLC owns shares of 213 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 0.99% of the portfolio was purchased this quarter.About 0.72% of the portfolio was sold this quarter.This quarter, Gould Capital, LLC has purchased 215 new stocks and bought additional shares in 39 stocks.Gould Capital, LLC sold shares of 51 stocks and completely divested from 16 stocks this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $13,895,883iShares 3-7 Year Treasury Bond ETF $12,698,040Vanguard Total Bond Market ETF $12,471,954Vanguard Total International Bond ETF $7,646,678Vanguard FTSE Emerging Markets ETF $6,154,270 Largest New Holdings this Quarter 78464A854 - SPDR Portfolio S&P 500 ETF $175,328 Holding773121108 - ROCKET LAB CORP COM $71,540 Holding921909768 - Vanguard Total International Stock ETF $33,992 Holding92206C565 - Vanguard Total World Bond ETF $24,612 Holding00760J108 - Aehr Test Systems $12,930 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 2,412 shares (about $175.33K)KINETIK HOLDINGS INC COM NEW CL A 2,746 shares (about $120.96K)Alphabet 497 shares (about $88.16K)Merck & Co., Inc. 1,106 shares (about $87.55K)NIKE 1,186 shares (about $84.25K) Largest Sales this Quarter iShares Core 60/40 Balanced Allocation ETF 4,000 shares (about $246.32K)SPDR Bloomberg Investment Grade Floating Rate ETF 4,926 shares (about $151.87K)iShares Core 40/60 Moderate Allocation ETF 1,575 shares (about $72.52K)NVIDIA 433 shares (about $68.41K)SPDR Gold Shares 210 shares (about $64.01K) 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 PortfolioSectorVEAVanguard FTSE Developed Markets ETF$13,895,883$26,624 ▼-0.2%243,7459.3%ETFIEIiShares 3-7 Year Treasury Bond ETF$12,698,040$14,410 ▼-0.1%106,6268.5%ETFBNDVanguard Total Bond Market ETF$12,471,954$6,111 ▼0.0%169,3878.3%ETFBNDXVanguard Total International Bond ETF$7,646,678$1,287 ▼0.0%154,4475.1%ETFVWOVanguard FTSE Emerging Markets ETF$6,154,270$3,957 ▼-0.1%124,4294.1%ETFMSFTMicrosoft$5,179,618$39,793 ▲0.8%10,4133.5%Computer and TechnologyGLDSPDR Gold Shares$4,641,951$64,014 ▼-1.4%15,2283.1%FinanceAAPLApple$4,048,984$57,857 ▲1.4%19,7352.7%Computer and TechnologySHViShares Short Treasury Bond ETF$3,819,421$14,244 ▼-0.4%34,5902.6%ETFBRK.BBerkshire Hathaway$3,437,794$13,602 ▼-0.4%7,0772.3%FinanceKOCocaCola$3,422,589$19,668 ▲0.6%48,3762.3%Consumer StaplesVZVerizon Communications$3,389,592$20,510 ▲0.6%78,3362.3%Computer and TechnologyCATCaterpillar$3,316,259$55,129 ▲1.7%8,5422.2%IndustrialsSBUXStarbucks$3,163,066$79,443 ▲2.6%34,5202.1%Retail/WholesalePSAPublic Storage$3,143,877$33,155 ▲1.1%10,7152.1%FinanceAFLAflac$3,124,067$49,145 ▲1.6%29,6232.1%FinanceNKENIKE$3,084,063$84,254 ▲2.8%43,4132.1%Consumer DiscretionaryUNPUnion Pacific$3,039,843$64,883 ▲2.2%13,2122.0%TransportationTROWT. Rowe Price Group$2,995,167$69,963 ▲2.4%31,0382.0%FinanceFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$2,897,285$151,869 ▼-5.0%93,9761.9%ETFGOOGAlphabet$2,830,483$88,164 ▲3.2%15,9561.9%Computer and TechnologyAESAES$2,667,146$81,698 ▲3.2%253,5311.8%UtilitiesMRKMerck & Co., Inc.$2,447,589$87,550 ▲3.7%30,9201.6%MedicalKINETIK HOLDINGS INC COM NEW CL A$2,251,924$120,961 ▲5.7%51,1221.5%StockNVDANVIDIA$2,237,932$68,410 ▼-3.0%14,1651.5%Computer and TechnologyNFLXNetflix$2,074,312$26,783 ▼-1.3%1,5491.4%Consumer DiscretionaryNVGNuveen AMT-Free Municipal Credit Income Fund$2,060,216$41,886 ▲2.1%172,6921.4%Financial ServicesRDFNRedfin$1,893,079$25,368 ▼-1.3%169,1761.3%FinanceAMZNAmazon.com$1,783,903$3,730 ▲0.2%8,1311.2%Retail/WholesaleMETAMeta Platforms$1,602,393$3,690 ▼-0.2%2,1711.1%Computer and TechnologyLAM RESEARCH CORP COM NEW$1,595,305$97 ▼0.0%16,3891.1%StockGILDGilead Sciences$1,477,564$27,052 ▼-1.8%13,3271.0%MedicalVVisa$1,426,236$20,948 ▼-1.4%4,0171.0%Business ServicesPWRQuanta Services$1,401,921$18,148 ▼-1.3%3,7080.9%ConstructionDELLDell Technologies$1,283,622$2,329 ▼-0.2%10,4700.9%Computer and TechnologyAPOApollo Global Management$1,156,099$2,270 ▲0.2%8,1490.8%FinanceRMBSRambus$1,113,436$19,974 ▲1.8%17,3920.7%Computer and TechnologyFIFiserv$1,065,839$1,379 ▲0.1%6,1820.7%Business ServicesFTNTFortinet$1,000,005$3,277 ▲0.3%9,4590.7%Computer and TechnologyISHARES BITCOIN TRUST ETF$988,052$7,468 ▼-0.8%16,1420.7%ETFDVNDevon Energy$945,489$22,044 ▲2.4%29,7230.6%EnergyNZFNuveen Municipal Credit Income Fund$901,331$8,416 ▼-0.9%75,6150.6%Financial ServicesENPHEnphase Energy$747,918$19,191 ▲2.6%18,8630.5%EnergyCOLBColumbia Banking System$543,5380.0%23,2480.4%FinanceAOAiShares Core 80/20 Aggressive Allocation ETF$402,112$20,018 ▼-4.7%4,8210.3%ETFIWViShares Russell 3000 ETF$352,404$7,722 ▼-2.1%1,0040.2%ETFNADNuveen Quality Municipal Income Fund$341,669$4,674 ▼-1.3%30,2630.2%Financial ServicesCOSTCostco Wholesale$326,7060.0%3300.2%Retail/WholesaleIAUiShares Gold Trust$284,9230.0%4,5690.2%FinanceBKBank of New York Mellon$185,409$30,886 ▼-14.3%2,0350.1%FinanceSPLGSPDR Portfolio S&P 500 ETF$175,328$175,328 ▲New Holding2,4120.1%ETFGOOGLAlphabet$163,189$7,049 ▲4.5%9260.1%Computer and TechnologyAORiShares Core 60/40 Balanced Allocation ETF$159,859$246,316 ▼-60.6%2,5960.1%ETFESGDiShares ESG Aware MSCI EAFE ETF$156,7600.0%1,7570.1%ManufacturingIBMInternational Business Machines$147,3900.0%5000.1%Computer and TechnologyACWIiShares MSCI ACWI ETF$129,7570.0%1,0090.1%ManufacturingBANRBanner$124,0020.0%1,9330.1%FinanceQQQInvesco QQQ$118,182$40,867 ▼-25.7%2140.1%FinanceDHCDiversified Healthcare Trust$111,628$369 ▲0.3%31,1810.1%FinanceQQQMInvesco NASDAQ 100 ETF$111,312$4,998 ▲4.7%4900.1%ETFICLNiShares Global Clean Energy ETF$109,206$3,277 ▲3.1%8,3300.1%ETFETBEaton Vance Tax-Managed Buy-Write Income Fund$107,227$15,493 ▲16.9%7,4260.1%Financial ServicesORCLOracle$104,942$6,778 ▼-6.1%4800.1%Computer and TechnologyRIVNRivian Automotive$96,5240.0%7,0250.1%Auto/Tires/TrucksCOINCoinbase Global$93,5810.0%2670.1%FinanceEAGGiShares ESG Aware U.S. Aggregate Bond ETF$88,5190.0%1,8620.1%ETFAXONAxon Enterprise$82,7940.0%1000.1%AerospaceESGEiShares ESG Aware MSCI EM ETF$76,9300.0%1,9640.1%ManufacturingNEENextEra Energy$73,238$4,373 ▼-5.6%1,0550.0%UtilitiesSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$73,1690.0%2,9070.0%ManufacturingTSLATesla$73,0620.0%2300.0%Auto/Tires/TrucksROCKET LAB CORP COM$71,540$71,540 ▲New Holding2,0000.0%StockMUBiShares National Muni Bond ETF$70,7330.0%6770.0%ETFMUMicron Technology$69,636$4,437 ▼-6.0%5650.0%Computer and TechnologySPHSuburban Propane Partners$68,283$1,112 ▲1.7%3,6850.0%EnergyMYIBlackRock MuniYield Quality Fund III$66,6120.0%6,3500.0%FinanceBROSDutch Bros$56,4740.0%8260.0%Retail/WholesaleSANBanco Santander$55,3280.0%6,6660.0%FinanceSCHWCharles Schwab$54,7440.0%6000.0%FinanceWYWeyerhaeuser$54,7200.0%2,1300.0%ConstructionGNRCGenerac$51,126$5,156 ▼-9.2%3570.0%IndustrialsBABoeing$50,9160.0%2430.0%AerospaceESEversource Energy$50,8960.0%8000.0%UtilitiesMEDPMedpace$47,0790.0%1500.0%MedicalEAOAiShares ESG Aware 80/20 Aggressive Allocation ETF$45,360$6,513 ▲16.8%1,1770.0%ETFJNPRJuniper Networks$43,204$3,154 ▼-6.8%1,0820.0%Computer and TechnologyECLEcolab$42,572$5,389 ▲14.5%1580.0%Basic MaterialsGSGiShares S&P GSCI Commodity-Indexed Trust$39,033$771 ▼-1.9%1,7710.0%FinanceWMBWilliams Companies$37,6860.0%6000.0%EnergyGBCIGlacier Bancorp$36,8330.0%8550.0%FinanceAGGiShares Core U.S. Aggregate Bond ETF$36,406$6,150 ▼-14.5%3670.0%FinanceABNBAirbnb$34,4080.0%2600.0%Consumer DiscretionaryVXUSVanguard Total International Stock ETF$33,992$33,992 ▲New Holding4920.0%ETFAMGNAmgen$33,505$8,655 ▼-20.5%1200.0%MedicalNATNordic American Tankers$33,401$3,945 ▲13.4%12,7000.0%TransportationAAgilent Technologies$31,155$5,311 ▲20.5%2640.0%MedicalDGXQuest Diagnostics$30,7170.0%1710.0%MedicalNLYAnnaly Capital Management$30,178$395 ▲1.3%1,6030.0%FinanceREDDIT INC CL A$30,1140.0%2000.0%StockFFIVF5$29,4320.0%1000.0%Computer and TechnologyShowing 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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