$139 Million is the total value of Gould Capital, LLC's 206 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AES | New | AES CORP COMstock | $3,428,000 | – | 133,245 | +100.0% | 2.46% | – |
| BSX | New | BOSTON SCIENTIFIC CORP COMstock | $1,117,000 | – | 25,231 | +100.0% | 0.80% | – |
| FISV | New | FISERV INC COMstock | $1,100,000 | – | 10,845 | +100.0% | 0.79% | – |
| SPGI | New | S&P GLOBAL INC COMstock | $1,059,000 | – | 2,581 | +100.0% | 0.76% | – |
| SAN | New | BANCO SANTANDER S.A. ADRadr | $19,000 | – | 5,700 | +100.0% | 0.01% | – |
| New | RIVIAN AUTOMOTIVE INC COM CL Astock | $12,000 | – | 235 | +100.0% | 0.01% | – | |
| EAOR | New | ISHARES ESG AWARE GROWTH ALLOCATION ETFetf | $5,000 | – | 154 | +100.0% | 0.00% | – |
| New | SHELL PLC SPON ADSadr | $2,000 | – | 30 | +100.0% | 0.00% | – | |
| ISRG | New | INTUITIVE SURGICAL INC COM NEWstock | $1,000 | – | 2 | +100.0% | 0.00% | – |
| EAOA | New | ISHARES ESG AWARE AGGRESSIVE ALLOCATION ETFetf | $2,000 | – | 60 | +100.0% | 0.00% | – |
| New | ORION OFFICE REIT INC COMreit | $0 | – | 2 | +100.0% | 0.00% | – | |
| New | ZIMVIE INC COMstock | $0 | – | 1 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-21
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.