$143 Million is the total value of Gould Capital, LLC's 212 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEI | New | ISHARES 3-7 YEAR TREASURY BOND ETFetf | $11,602,000 | – | 90,166 | +100.0% | 8.12% | – |
| AGG | New | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $11,538,000 | – | 101,141 | +100.0% | 8.07% | – |
| EFA | New | ISHARES MSCI EAFE ETFetf | $9,474,000 | – | 120,417 | +100.0% | 6.63% | – |
| BNDX | New | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $6,935,000 | – | 125,727 | +100.0% | 4.85% | – |
| SHV | New | ISHARES SHORT TREASURY BOND ETFetf | $5,863,000 | – | 53,094 | +100.0% | 4.10% | – |
| AAPL | New | APPLE INC COMstock | $5,714,000 | – | 32,177 | +100.0% | 4.00% | – |
| UNP | New | UNION PAC CORP COMstock | $4,804,000 | – | 19,067 | +100.0% | 3.36% | – |
| CSCO | New | CISCO SYS INC COMstock | $4,063,000 | – | 64,118 | +100.0% | 2.84% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $4,046,000 | – | 13,531 | +100.0% | 2.83% | – |
| GLD | New | SPDR GOLD SHARESetf | $3,806,000 | – | 22,263 | +100.0% | 2.66% | – |
| BK | New | BANK NEW YORK MELLON CORP COMstock | $3,699,000 | – | 63,685 | +100.0% | 2.59% | – |
| AWK | New | AMERICAN WTR WKS CO INC NEW COMstock | $3,694,000 | – | 19,557 | +100.0% | 2.58% | – |
| SBUX | New | STARBUCKS CORP COMstock | $3,693,000 | – | 31,575 | +100.0% | 2.58% | – |
| ORCL | New | ORACLE CORP COMstock | $3,619,000 | – | 41,497 | +100.0% | 2.53% | – |
| AMT | New | AMERICAN TOWER CORP NEW COMreit | $3,520,000 | – | 12,034 | +100.0% | 2.46% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED COMstock | $3,490,000 | – | 6,154 | +100.0% | 2.44% | – |
| KO | New | COCA COLA CO COMstock | $3,311,000 | – | 55,922 | +100.0% | 2.32% | – |
| CAT | New | CATERPILLAR INC COMstock | $3,179,000 | – | 15,379 | +100.0% | 2.22% | – |
| MRK | New | MERCK & CO INC COMstock | $2,848,000 | – | 37,162 | +100.0% | 1.99% | – |
| INTC | New | INTEL CORP COMstock | $2,847,000 | – | 55,281 | +100.0% | 1.99% | – |
| DIS | New | DISNEY WALT CO COMstock | $2,804,000 | – | 18,101 | +100.0% | 1.96% | – |
| EEM | New | ISHARES MSCI EMERGING MARKETS ETFetf | $2,383,000 | – | 48,774 | +100.0% | 1.67% | – |
| FLRN | New | SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETFetf | $2,352,000 | – | 76,888 | +100.0% | 1.65% | – |
| NZF | New | NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INTcef | $1,790,000 | – | 104,675 | +100.0% | 1.25% | – |
| FM | New | ISHARES MSCI FRONTIER AND SELECT EM ETFetf | $1,770,000 | – | 51,295 | +100.0% | 1.24% | – |
| AZO | New | AUTOZONE INC COMstock | $1,608,000 | – | 767 | +100.0% | 1.12% | – |
| AMZN | New | AMAZON COM INC COMstock | $1,461,000 | – | 438 | +100.0% | 1.02% | – |
| MEDP | New | MEDPACE HLDGS INC COMstock | $1,438,000 | – | 6,605 | +100.0% | 1.01% | – |
| INFO | New | IHS MARKIT LTD SHSstock | $1,402,000 | – | 10,551 | +100.0% | 0.98% | – |
| MU | New | MICRON TECHNOLOGY INC COMstock | $1,351,000 | – | 14,499 | +100.0% | 0.94% | – |
| ICE | New | INTERCONTINENTAL EXCHANGE INC COMstock | $1,335,000 | – | 9,759 | +100.0% | 0.93% | – |
| FB | New | META PLATFORMS INC CL Astock | $1,272,000 | – | 3,781 | +100.0% | 0.89% | – |
| VZ | New | VERIZON COMMUNICATIONS INC COMstock | $1,258,000 | – | 24,220 | +100.0% | 0.88% | – |
| SSNC | New | SS&C TECHNOLOGIES HLDGS INC COMstock | $1,202,000 | – | 14,658 | +100.0% | 0.84% | – |
| MSFT | New | MICROSOFT CORP COMstock | $1,164,000 | – | 3,460 | +100.0% | 0.81% | – |
| USB | New | US BANCORP DEL COM NEWstock | $1,055,000 | – | 18,789 | +100.0% | 0.74% | – |
| SEIC | New | SEI INVTS CO COMstock | $1,045,000 | – | 17,152 | +100.0% | 0.73% | – |
| V | New | VISA INC COM CL Astock | $1,013,000 | – | 4,675 | +100.0% | 0.71% | – |
| AMGN | New | AMGEN INC COMstock | $964,000 | – | 4,284 | +100.0% | 0.67% | – |
| NVG | New | NUVEEN AMT FREE MUN CR INC FD COMcef | $947,000 | – | 52,800 | +100.0% | 0.66% | – |
| EA | New | ELECTRONIC ARTS INC COMstock | $928,000 | – | 7,034 | +100.0% | 0.65% | – |
| AGX | New | ARGAN INC COMstock | $866,000 | – | 22,383 | +100.0% | 0.61% | – |
| CSGP | New | COSTAR GROUP INC COMstock | $828,000 | – | 10,481 | +100.0% | 0.58% | – |
| COLB | New | COLUMBIA BKG SYS INC COMstock | $761,000 | – | 23,248 | +100.0% | 0.53% | – |
| IWV | New | ISHARES RUSSELL 3000 ETFetf | $685,000 | – | 2,469 | +100.0% | 0.48% | – |
| NAD | New | NUVEEN QUALITY MUNCP INCOME FD COMcef | $682,000 | – | 42,340 | +100.0% | 0.48% | – |
| RDFN | New | REDFIN CORP COMstock | $578,000 | – | 15,066 | +100.0% | 0.40% | – |
| AOA | New | ISHARES CORE AGGRESSIVE ALLOCATION ETFetf | $386,000 | – | 5,295 | +100.0% | 0.27% | – |
| AOR | New | ISHARES GROWTH ALLOCATION FUNDetf | $298,000 | – | 5,220 | +100.0% | 0.21% | – |
| GLV | New | CLOUGH GLOBAL DIVID & INCOME F COMcef | $248,000 | – | 23,115 | +100.0% | 0.17% | – |
| PSA | New | PUBLIC STORAGE COMreit | $248,000 | – | 661 | +100.0% | 0.17% | – |
| COST | New | COSTCO WHSL CORP NEW COMstock | $161,000 | – | 284 | +100.0% | 0.11% | – |
| IAU | New | ISHARES GOLD TRUSTetf | $160,000 | – | 4,587 | +100.0% | 0.11% | – |
| TSLA | New | TESLA INC COMstock | $145,000 | – | 137 | +100.0% | 0.10% | – |
| ACWI | New | ISHARES MSCI ACWI INDEX FUNDetf | $136,000 | – | 1,281 | +100.0% | 0.10% | – |
| BA | New | BOEING CO COMstock | $125,000 | – | 620 | +100.0% | 0.09% | – |
| CSQ | New | CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INTcef | $123,000 | – | 6,366 | +100.0% | 0.09% | – |
| NKE | New | NIKE INC CL Bstock | $121,000 | – | 726 | +100.0% | 0.08% | – |
| GOOGL | New | ALPHABET INC CAP STK CL Astock | $119,000 | – | 41 | +100.0% | 0.08% | – |
| BANR | New | BANNER CORP COM NEWstock | $117,000 | – | 1,933 | +100.0% | 0.08% | – |
| NUV | New | NUVEEN MUN VALUE FD INC COMcef | $102,000 | – | 9,864 | +100.0% | 0.07% | – |
| NAT | New | NORDIC AMERICAN TANKERS LIMITE COMstock | $102,000 | – | 60,100 | +100.0% | 0.07% | – |
| NLY | New | ANNALY CAPITAL MANAGEMENT INC COMreit | $102,000 | – | 12,984 | +100.0% | 0.07% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS COMstock | $100,000 | – | 749 | +100.0% | 0.07% | – |
| WY | New | WEYERHAEUSER CO MTN BE COM NEWreit | $98,000 | – | 2,370 | +100.0% | 0.07% | – |
| MYI | New | BLACKROCK MUNIYIELD QUALITY FD COMcef | $94,000 | – | 6,350 | +100.0% | 0.07% | – |
| CIM | New | CHIMERA INVT CORP COM NEWreit | $86,000 | – | 5,730 | +100.0% | 0.06% | – |
| IAGG | New | ISHARES CORE INTERNATIONAL AGGREGATE BOND FUNDetf | $85,000 | – | 1,550 | +100.0% | 0.06% | – |
| ESGD | New | ISHARES MSCI EAFE ESG SELECT ETFetf | $81,000 | – | 1,022 | +100.0% | 0.06% | – |
| ES | New | EVERSOURCE ENERGY COMstock | $73,000 | – | 800 | +100.0% | 0.05% | – |
| SYY | New | SYSCO CORP COMstock | $69,000 | – | 876 | +100.0% | 0.05% | – |
| DHC | New | DIVERSIFIED HEALTHCARE TR COM SH BEN INTreit | $68,000 | – | 22,083 | +100.0% | 0.05% | – |
| JNJ | New | JOHNSON & JOHNSON COMstock | $68,000 | – | 395 | +100.0% | 0.05% | – |
| NVDA | New | NVIDIA CORPORATION COMstock | $67,000 | – | 228 | +100.0% | 0.05% | – |
| UPS | New | UNITED PARCEL SERVICE INC CL Bstock | $66,000 | – | 308 | +100.0% | 0.05% | – |
| ICLN | New | ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUNDetf | $65,000 | – | 3,059 | +100.0% | 0.04% | – |
| ALK | New | ALASKA AIR GROUP INC COMstock | $63,000 | – | 1,200 | +100.0% | 0.04% | – |
| GSG | New | ISHARES GSCI COMMODITY-INDEXED TRUSTetf | $60,000 | – | 3,519 | +100.0% | 0.04% | – |
| SPH | New | SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTNstock | $59,000 | – | 4,007 | +100.0% | 0.04% | – |
| NEE | New | NEXTERA ENERGY INC COMstock | $59,000 | – | 634 | +100.0% | 0.04% | – |
| TLT | New | ISHARES 20 YEAR TREASURY BOND ETFetf | $56,000 | – | 380 | +100.0% | 0.04% | – |
| JHI | New | HANCOCK JOHN INVS TR COMcef | $54,000 | – | 2,800 | +100.0% | 0.04% | – |
| AOM | New | ISHARES MODERATE ALLOCATION FUNDetf | $52,000 | – | 1,145 | +100.0% | 0.04% | – |
| TLH | New | ISHARES 10-20 YEAR TREASURY BOND ETFetf | $52,000 | – | 351 | +100.0% | 0.04% | – |
| SCHW | New | SCHWAB CHARLES CORP COMstock | $50,000 | – | 600 | +100.0% | 0.04% | – |
| GIM | New | TEMPLETON GLOBAL INCOME FD COMcef | $49,000 | – | 9,474 | +100.0% | 0.03% | – |
| GBCI | New | GLACIER BANCORP INC NEW COMstock | $48,000 | – | 855 | +100.0% | 0.03% | – |
| LQD | New | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $48,000 | – | 360 | +100.0% | 0.03% | – |
| PYPL | New | PAYPAL HLDGS INC COMstock | $49,000 | – | 262 | +100.0% | 0.03% | – |
| TGT | New | TARGET CORP COMstock | $46,000 | – | 200 | +100.0% | 0.03% | – |
| EAGG | New | ISHARES ESG AWARE U.S. AGGREGATE BOND ETFetf | $44,000 | – | 791 | +100.0% | 0.03% | – |
| SUSB | New | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETFetf | $43,000 | – | 1,665 | +100.0% | 0.03% | – |
| SDIV | New | GLOBAL X SUPERDIVIDEND ETFetf | $43,000 | – | 3,528 | +100.0% | 0.03% | – |
| MUB | New | ISHARES NATIONAL MUNI BOND ETFetf | $43,000 | – | 371 | +100.0% | 0.03% | – |
| GOOG | New | ALPHABET INC CAP STK CL Cstock | $41,000 | – | 14 | +100.0% | 0.03% | – |
| NIO | New | NIO INC SPON ADSadr | $42,000 | – | 1,330 | +100.0% | 0.03% | – |
| IYR | New | ISHARES U.S. REAL ESTATE ETFetf | $42,000 | – | 363 | +100.0% | 0.03% | – |
| ESGE | New | ISHARES MSCI EM ESG SELECT ETFetf | $37,000 | – | 926 | +100.0% | 0.03% | – |
| New | ROCKET LAB USA INC COMstock | $37,000 | – | 3,000 | +100.0% | 0.03% | – | |
| VHT | New | VANGUARD HEALTH CARE INDEX FUNDetf | $37,000 | – | 140 | +100.0% | 0.03% | – |
| SLV | New | ISHARES SILVER TRUSTetf | $34,000 | – | 1,560 | +100.0% | 0.02% | – |
| New | LUCID GROUP INC COMstock | $35,000 | – | 915 | +100.0% | 0.02% | – | |
| TRV | New | TRAVELERS COMPANIES INC COMstock | $33,000 | – | 211 | +100.0% | 0.02% | – |
| PFE | New | PFIZER INC COMstock | $31,000 | – | 527 | +100.0% | 0.02% | – |
| TIP | New | ISHARES TIPS BOND ETFetf | $32,000 | – | 250 | +100.0% | 0.02% | – |
| VUG | New | VANGUARD GROWTH INDEX FUNDetf | $30,000 | – | 95 | +100.0% | 0.02% | – |
| VTV | New | VANGUARD VALUE INDEX FUNDetf | $28,000 | – | 189 | +100.0% | 0.02% | – |
| CG | New | CARLYLE GROUP INC COMstock | $29,000 | – | 532 | +100.0% | 0.02% | – |
| PEAK | New | HEALTHPEAK PROPERTIES INC COMreit | $29,000 | – | 800 | +100.0% | 0.02% | – |
| VAW | New | VANGUARD MATERIALS INDEX FUNDetf | $27,000 | – | 135 | +100.0% | 0.02% | – |
| PLD | New | PROLOGIS INC. COMreit | $27,000 | – | 162 | +100.0% | 0.02% | – |
| MQT | New | BLACKROCK MUNIYIELD QUALITY FD COMcef | $27,000 | – | 1,850 | +100.0% | 0.02% | – |
| FFIV | New | F5 INC COMstock | $24,000 | – | 100 | +100.0% | 0.02% | – |
| LRCX | New | LAM RESEARCH CORP COMstock | $25,000 | – | 35 | +100.0% | 0.02% | – |
| HD | New | HOME DEPOT INC COMstock | $24,000 | – | 58 | +100.0% | 0.02% | – |
| XOM | New | EXXON MOBIL CORP COMstock | $25,000 | – | 413 | +100.0% | 0.02% | – |
| SQ | New | BLOCK INC CL Astock | $24,000 | – | 150 | +100.0% | 0.02% | – |
| RWX | New | SPDR DOW JONES INTERNATIONAL REAL ESTATE ETFetf | $23,000 | – | 634 | +100.0% | 0.02% | – |
| DGX | New | QUEST DIAGNOSTICS INC COMstock | $23,000 | – | 132 | +100.0% | 0.02% | – |
| IDA | New | IDACORP INC COMstock | $23,000 | – | 200 | +100.0% | 0.02% | – |
| O | New | REALTY INCOME CORP COMreit | $22,000 | – | 309 | +100.0% | 0.02% | – |
| WM | New | WASTE MGMT INC DEL COMstock | $21,000 | – | 125 | +100.0% | 0.02% | – |
| GWW | New | GRAINGER W W INC COMstock | $22,000 | – | 42 | +100.0% | 0.02% | – |
| ENPH | New | ENPHASE ENERGY INC COMstock | $21,000 | – | 115 | +100.0% | 0.02% | – |
| ETB | New | EATON VANCE TAX MNGED BUY WRIT COMcef | $21,000 | – | 1,200 | +100.0% | 0.02% | – |
| COIN | New | COINBASE GLOBAL INC COM CL Astock | $22,000 | – | 89 | +100.0% | 0.02% | – |
| A | New | AGILENT TECHNOLOGIES INC COMstock | $22,000 | – | 139 | +100.0% | 0.02% | – |
| CNI | New | CANADIAN NATL RY CO COMstock | $20,000 | – | 160 | +100.0% | 0.01% | – |
| NTRS | New | NORTHERN TR CORP COMstock | $20,000 | – | 170 | +100.0% | 0.01% | – |
| PVH | New | PVH CORPORATION COMstock | $18,000 | – | 172 | +100.0% | 0.01% | – |
| CL | New | COLGATE PALMOLIVE CO COMstock | $19,000 | – | 218 | +100.0% | 0.01% | – |
| RF | New | REGIONS FINANCIAL CORP NEW COMstock | $18,000 | – | 834 | +100.0% | 0.01% | – |
| HA | New | HAWAIIAN HOLDINGS INC COMstock | $18,000 | – | 1,000 | +100.0% | 0.01% | – |
| F | New | FORD MTR CO DEL COMstock | $18,000 | – | 855 | +100.0% | 0.01% | – |
| LULU | New | LULULEMON ATHLETICA INC COMstock | $18,000 | – | 46 | +100.0% | 0.01% | – |
| ECL | New | ECOLAB INC COMstock | $18,000 | – | 78 | +100.0% | 0.01% | – |
| JPM | New | JPMORGAN CHASE & CO COMstock | $17,000 | – | 104 | +100.0% | 0.01% | – |
| OC | New | OWENS CORNING NEW COMstock | $17,000 | – | 190 | +100.0% | 0.01% | – |
| ABNB | New | AIRBNB INC COM CL Astock | $17,000 | – | 100 | +100.0% | 0.01% | – |
| WMB | New | WILLIAMS COS INC COMstock | $16,000 | – | 600 | +100.0% | 0.01% | – |
| BAC | New | BK OF AMERICA CORP COMstock | $16,000 | – | 350 | +100.0% | 0.01% | – |
| New | GENERAL ELECTRIC CO COM NEWstock | $16,000 | – | 169 | +100.0% | 0.01% | – | |
| AXON | New | AXON ENTERPRISE INC COMstock | $16,000 | – | 100 | +100.0% | 0.01% | – |
| VB | New | VANGUARD SMALL-CAP INDEX FUNDetf | $14,000 | – | 60 | +100.0% | 0.01% | – |
| BBY | New | BEST BUY INC COMstock | $15,000 | – | 148 | +100.0% | 0.01% | – |
| SHOP | New | SHOPIFY INC CL Astock | $15,000 | – | 11 | +100.0% | 0.01% | – |
| CMI | New | CUMMINS INC COMstock | $14,000 | – | 65 | +100.0% | 0.01% | – |
| IEF | New | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $14,000 | – | 123 | +100.0% | 0.01% | – |
| XPER | New | XPERI HOLDING CORP COMstock | $14,000 | – | 750 | +100.0% | 0.01% | – |
| DOW | New | DOW INC COMstock | $13,000 | – | 221 | +100.0% | 0.01% | – |
| MMM | New | 3M CO COMstock | $13,000 | – | 71 | +100.0% | 0.01% | – |
| SPCE | New | VIRGIN GALACTIC HOLDINGS INC COMstock | $13,000 | – | 1,001 | +100.0% | 0.01% | – |
| RBLX | New | ROBLOX CORP CL Astock | $11,000 | – | 103 | +100.0% | 0.01% | – |
| CUBE | New | CUBESMART COMreit | $11,000 | – | 200 | +100.0% | 0.01% | – |
| AFL | New | AFLAC INC COMstock | $12,000 | – | 214 | +100.0% | 0.01% | – |
| UHT | New | UNIVERSAL HEALTH RLTY INCOME T SH BEN INTreit | $12,000 | – | 200 | +100.0% | 0.01% | – |
| XRAY | New | DENTSPLY SIRONA INC COMstock | $10,000 | – | 181 | +100.0% | 0.01% | – |
| COLM | New | COLUMBIA SPORTSWEAR CO COMstock | $10,000 | – | 100 | +100.0% | 0.01% | – |
| CORT | New | CORCEPT THERAPEUTICS INC COMstock | $10,000 | – | 500 | +100.0% | 0.01% | – |
| PCAR | New | PACCAR INC COMstock | $10,000 | – | 112 | +100.0% | 0.01% | – |
| SNOW | New | SNOWFLAKE INC CL Astock | $10,000 | – | 30 | +100.0% | 0.01% | – |
| MTN | New | VAIL RESORTS INC COMstock | $10,000 | – | 30 | +100.0% | 0.01% | – |
| PDT | New | HANCOCK JOHN PREM DIVID FD COM SH BEN INTcef | $8,000 | – | 449 | +100.0% | 0.01% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC COMstock | $8,000 | – | 156 | +100.0% | 0.01% | – |
| SPY | New | SPDR S&P 500 ETFetf | $9,000 | – | 20 | +100.0% | 0.01% | – |
| T | New | AT&T INC COMstock | $9,000 | – | 380 | +100.0% | 0.01% | – |
| CRSP | New | CRISPR THERAPEUTICS AG NAMEN AKTstock | $7,000 | – | 90 | +100.0% | 0.01% | – |
| New | DUTCH BROS INC CL Astock | $7,000 | – | 130 | +100.0% | 0.01% | – | |
| CRWD | New | CROWDSTRIKE HLDGS INC CL Astock | $7,000 | – | 33 | +100.0% | 0.01% | – |
| QQQ | New | INVESCO QQQ TRUSTetf | $6,000 | – | 14 | +100.0% | 0.00% | – |
| KREF | New | KKR REAL ESTATE FIN TR INC COMreit | $6,000 | – | 267 | +100.0% | 0.00% | – |
| New | ALLBIRDS INC COM CL Astock | $6,000 | – | 400 | +100.0% | 0.00% | – | |
| UPST | New | UPSTART HLDGS INC COMstock | $5,000 | – | 30 | +100.0% | 0.00% | – |
| FVE | New | ALERISLIFE INC COM NEWstock | $4,000 | – | 1,400 | +100.0% | 0.00% | – |
| DVN | New | DEVON ENERGY CORP NEW COMstock | $5,000 | – | 103 | +100.0% | 0.00% | – |
| PRTA | New | PROTHENA CORP PLC SHSstock | $5,000 | – | 100 | +100.0% | 0.00% | – |
| HYT | New | BLACKROCK CORPOR HI YLD FD INC COMcef | $4,000 | – | 307 | +100.0% | 0.00% | – |
| BIGC | New | BIGCOMMERCE HLDGS INC COM SER 1stock | $4,000 | – | 100 | +100.0% | 0.00% | – |
| MBB | New | ISHARES MBS ETFetf | $4,000 | – | 35 | +100.0% | 0.00% | – |
| HYG | New | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf | $5,000 | – | 55 | +100.0% | 0.00% | – |
| PLUG | New | PLUG POWER INC COM NEWstock | $5,000 | – | 180 | +100.0% | 0.00% | – |
| IGLB | New | ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $3,000 | – | 43 | +100.0% | 0.00% | – |
| PPT | New | PUTNAM PREMIER INCOME TR SH BEN INTcef | $3,000 | – | 708 | +100.0% | 0.00% | – |
| SONY | New | SONY GROUP CORPORATION SPONSORED ADRadr | $3,000 | – | 25 | +100.0% | 0.00% | – |
| VEA | New | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $3,000 | – | 62 | +100.0% | 0.00% | – |
| BWX | New | SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETFetf | $2,000 | – | 55 | +100.0% | 0.00% | – |
| PSX | New | PHILLIPS 66 COMstock | $2,000 | – | 33 | +100.0% | 0.00% | – |
| SIRI | New | SIRIUS XM HOLDINGS INC COMstock | $1,000 | – | 150 | +100.0% | 0.00% | – |
| PENN | New | PENN NATL GAMING INC COMstock | $2,000 | – | 48 | +100.0% | 0.00% | – |
| MVIS | New | MICROVISION INC DEL COM NEWstock | $1,000 | – | 200 | +100.0% | 0.00% | – |
| MIC | New | MACQUARIE INFRASTR HOLD LLC COMMON UNITSstock | $1,000 | – | 200 | +100.0% | 0.00% | – |
| TAK | New | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADSadr | $1,000 | – | 70 | +100.0% | 0.00% | – |
| New | KYNDRYL HLDGS INC COMMON STOCKstock | $2,000 | – | 128 | +100.0% | 0.00% | – | |
| VIV | New | TELEFONICA BRASIL SA NEW ADRadr | $1,000 | – | 150 | +100.0% | 0.00% | – |
| EMB | New | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETFetf | $2,000 | – | 14 | +100.0% | 0.00% | – |
| IYW | New | ISHARES U.S. TECHNOLOGY ETFetf | $2,000 | – | 20 | +100.0% | 0.00% | – |
| EQC | New | EQUITY COMWLTH COM SH BEN INTreit | $2,000 | – | 75 | +100.0% | 0.00% | – |
| VNQ | New | VANGUARD REAL ESTATE ETFetf | $1,000 | – | 11 | +100.0% | 0.00% | – |
| CHD | New | CHURCH & DWIGHT CO INC COMstock | $2,000 | – | 20 | +100.0% | 0.00% | – |
| VTRS | New | VIATRIS INC COMstock | $2,000 | – | 118 | +100.0% | 0.00% | – |
| AWR | New | AMER STATES WTR CO COMstock | $2,000 | – | 15 | +100.0% | 0.00% | – |
| ALL | New | ALLSTATE CORP COMstock | $2,000 | – | 20 | +100.0% | 0.00% | – |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC COMstock | $1,000 | – | 10 | +100.0% | 0.00% | – |
| SFL | New | SFL CORPORATION LTD SHSstock | $2,000 | – | 200 | +100.0% | 0.00% | – |
| RDSA | New | SHELL PLC SPONS ADR Aadr | $2,000 | – | 40 | +100.0% | 0.00% | – |
| BKCC | New | BLACKROCK CAP INVT CORP COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
| BPT | New | BP PRUDHOE BAY RTY TR UNIT BEN INTstock | $0 | – | 70 | +100.0% | 0.00% | – |
| CNDT | New | CONDUENT INC COMstock | $0 | – | 2 | +100.0% | 0.00% | – |
| JWN | New | NORDSTROM INC COMstock | $0 | – | 10 | +100.0% | 0.00% | – |
| XRX | New | XEROX HOLDINGS CORP COM NEWstock | $0 | – | 3 | +100.0% | 0.00% | – |
| PRGO | New | PERRIGO CO PLC SHSstock | $0 | – | 7 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES 3-7 YEAR TREASURY BOND ETF | 8 | Q3 2023 | 9.9% |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 8 | Q3 2023 | 9.5% |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | 8 | Q3 2023 | 6.0% |
| ISHARES MSCI EAFE ETF | 8 | Q3 2023 | 7.4% |
| APPLE INC COM | 8 | Q3 2023 | 4.0% |
| ISHARES SHORT TREASURY BOND ETF | 8 | Q3 2023 | 4.1% |
| UNION PAC CORP COM | 8 | Q3 2023 | 3.5% |
| SPDR GOLD SHARES | 8 | Q3 2023 | 3.2% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 8 | Q3 2023 | 7.4% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 8 | Q3 2023 | 2.8% |
View Gould Capital, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-11-09 |
| 13F-HR/A | 2023-08-25 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-23 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-02-14 |
View Gould Capital, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.