Gould Capital, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Gould Capital, LLC reported 214 stock positions worth $143.1 million. Its top holding was iShares 3-7 Year Treasury Bo (IEI) at 8.8% of the portfolio, followed by Vanguard Total Bond Market (BND, 8.7%) and Vanguard Ftse Developed ETF (VEA, 8.7%). Compared with Q4 2024, it opened 10 new positions, sold out of 11, added to 45 and reduced 48. The biggest buy was a new position in T Rowe Price (TROW) and the biggest sale Bank of New York Mellon (BNY, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- TACOMA, WA
- CIK
- 0001908965
- Portfolio Value
- $143.1M (Q1 2025)
- SEC Filing
- 0001908965-25-000003 ↗ filed May 14, 2025
Holdings Value
Holdings 214 stocks · $143.1M
| IEI iShares 3-7 Year Treasury Bo | 8.81% | 106,747 | $12.6M | Add +3.9% |
| BND Vanguard Total Bond Market | 8.70% | 169,470 | $12.4M | Add +4.5% |
| VEA Vanguard Ftse Developed ETF | 8.67% | 244,212 | $12.4M | Add +12.5% |
| BNDX Vanguard Total Intl Bond ETF | 5.27% | 154,473 | $7.5M | Add +3.0% |
| VWO Vanguard Ftse Emerging Marke | 3.94% | 124,509 | $5.6M | Add +46.9% |
| GLD SPDR Gold Shares | 3.11% | 15,438 | $4.4M | Reduce -17.5% |
| AAPL Apple Inc. | 3.02% | 19,453 | $4.3M | Reduce -12.7% |
| MSFT Microsoft Corp. | 2.71% | 10,333 | $3.9M | Reduce -1.4% |
| SHV iShares 0-1 Year Treasury Bo | 2.68% | 34,719 | $3.8M | Reduce -5.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.64% | 7,105 | $3.8M | Reduce -12.2% |
| VZ Verizon Communications Inc. | 2.47% | 77,862 | $3.5M | Add +4.8% |
| KO The Coca-Cola Co. | 2.41% | 48,098 | $3.4M | Add +2.3% |
| SBUX Starbucks Corp. | 2.31% | 33,653 | $3.3M | Add +1.8% |
| AFL Aflac Inc. | 2.27% | 29,157 | $3.2M | Reduce -10.7% |
| PSA Public Storage | 2.22% | 10,602 | $3.2M | Add +4.0% |
| UNP Union Pacific Corp. | 2.13% | 12,930 | $3.1M | Add +4.0% |
| AES AES Corp. | 2.13% | 245,765 | $3.1M | Add +9.1% |
| FLRN SS SPDR BB Ig Float RT ETF | 2.13% | 98,902 | $3.0M | Add +3.7% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 1.95% | 30,313 | $2.8M | New |
| CAT Caterpillar Inc. | 1.94% | 8,400 | $2.8M | Reduce -1.4% |
| NKE Nike Inc. Class B | 1.87% | 42,227 | $2.7M | Add +4.6% |
| MRK Merck & Co. Inc. | 1.87% | 29,814 | $2.7M | Add +21.3% |
| KNTK Kinetik Holdings Inc. | 1.76% | 48,376 | $2.5M | Add +5.2% |
| GOOG Alphabet Inc. Class C | 1.69% | 15,459 | $2.4M | Reduce -19.6% |
| NVG Nuveen Amt-FR Muni CRDT | 1.46% | 169,181 | $2.1M | Add +2.1% |
| NVDA Nvidia Corp. | 1.11% | 14,598 | $1.6M | Add +37.6% |
| RDFN Redfin Corp. | 1.10% | 171,443 | $1.6M | Add +15.8% |
| AMZN Amazon.com Inc. | 1.08% | 8,114 | $1.5M | Reduce -11.2% |
| GILD Gilead Sciences Inc. | 1.06% | 13,571 | $1.5M | Reduce -13.5% |
| NFLX Netflix Inc. | 1.02% | 1,569 | $1.5M | Reduce -23.4% |
| V Visa Inc. Class A | 1.00% | 4,076 | $1.4M | Add +0.5% |
| FISV Fiserv Inc. | 0.95% | 6,174 | $1.4M | Reduce -16.4% |
| META Meta Platforms Inc. Class A | 0.88% | 2,176 | $1.3M | Reduce -21.8% |
| LRCX Lam Research Corp. | 0.83% | 16,390 | $1.2M | Add +3.3% |
| ENPH Enphase Energy Inc. | 0.80% | 18,379 | $1.1M | Add +94.5% |
| APO Apollo Global Management Inc. | 0.78% | 8,133 | $1.1M | Reduce -13.1% |
| DVN Devon Energy Corp. | 0.76% | 29,030 | $1.1M | Add +28084.5% |
| DELL Dell Technologies -C | 0.67% | 10,489 | $956K | New |
| PWR Quanta Services Inc. | 0.67% | 3,756 | $955K | New |
| NZF Nuveen Municipal Credit Inc. | 0.65% | 76,321 | $933K | Reduce -4.0% |
| FTNT Fortinet Inc. | 0.63% | 9,428 | $908K | New |
| RMBS Rambus Inc. | 0.62% | 17,080 | $884K | New |
| IBIT iShares Bitcoin Trust ETF | 0.53% | 16,264 | $761K | Reduce -19.9% |
| COLB Columbia Banking System Inc. | 0.41% | 23,248 | $580K | No change |
| AOA iShares Core 80/20 Aggressiv | 0.27% | 5,061 | $387K | Add +2.2% |
| AOR iShares Core 60/40 Balanced | 0.27% | 6,596 | $380K | Add +2.3% |
| NAD Nuveen Quality Municipal Inc. | 0.25% | 30,677 | $353K | Reduce -6.4% |
| IWV iShares Russell 3000 ETF | 0.23% | 1,026 | $326K | Reduce -20.4% |
| COST Costco Wholesale Corp. | 0.22% | 330 | $312K | Add +29.4% |
| IAU iShares Gold Trust | 0.19% | 4,569 | $269K | Reduce -1.0% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.14% | 2,374 | $199K | Reduce -94.0% |
| ESGD iShares Trust iShares ESG Aw | 0.10% | 1,757 | $144K | Add +8.9% |
| GOOGL Alphabet Inc. Class A | 0.10% | 886 | $137K | Reduce -2.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.09% | 288 | $135K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 500 | $124K | No change |
| BANR Banner Corporation | 0.09% | 1,933 | $123K | No change |
| ACWI iShares MSCI Acwi ETF | 0.08% | 1,009 | $117K | No change |
| ICLN iShares Global Clean Energy | 0.06% | 8,080 | $92K | Add +26.7% |
| QQQM Invesco Nasdaq 100 ETF | 0.06% | 468 | $90K | Reduce -82.5% |
| EAGG iShares ESG Aware US Aggrega | 0.06% | 1,862 | $88K | Add +8.4% |
| RIVN Rivian Automotive Inc. Class A | 0.06% | 7,025 | $87K | No change |
| ETB Eaton Vance T/M Buy-WRT Inc. | 0.06% | 6,353 | $87K | Add +15.3% |
| NEE Nextera Energy Inc. | 0.06% | 1,118 | $79K | Add +3.9% |
| SPH Suburban Propane Partners LP | 0.05% | 3,625 | $76K | Add +1.5% |
| DHC Diversified Healthcare Trust | 0.05% | 31,078 | $75K | Add +0.4% |
| AOM iShares Core 40/60 Moderate | 0.05% | 1,670 | $73K | No change |
| SUSB iShares ESG Aware 1-5 Year U | 0.05% | 2,907 | $73K | Add +9.3% |
| ORCL Oracle Corp. | 0.05% | 511 | $71K | Reduce -37.8% |
| MUB iShares National Muni Bond E | 0.05% | 677 | $71K | Add +11.5% |
| MYI BlackRock Muniyield QLTY III | 0.05% | 6,350 | $70K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.05% | 1,964 | $69K | Add +5.3% |
| WY Weyerhaeuser Co. | 0.04% | 2,130 | $62K | No change |
| TSLA Tesla Inc. | 0.04% | 230 | $60K | Add +37.7% |
| AXON Axon Enterprise Inc. | 0.04% | 100 | $53K | No change |
| MU Micron Technology Inc. | 0.04% | 601 | $52K | Reduce -95.4% |
| BROS Dutch Bros Inc. Class A | 0.04% | 826 | $51K | No change |
| GNRC Generac Holdings Inc. | 0.03% | 393 | $50K | Reduce -92.3% |
| ES Eversource Energy | 0.03% | 800 | $50K | No change |
| AMGN Amgen Inc. | 0.03% | 151 | $47K | Reduce -47.2% |
| SCHW Schwab (charles) Corp. | 0.03% | 600 | $47K | No change |
| COIN Coinbase Global Inc. Class A | 0.03% | 267 | $46K | No change |
| MEDP Medpace Holdings Inc. | 0.03% | 150 | $46K | No change |
| CORT Corcept Therapeutics Inc. | 0.03% | 400 | $46K | Reduce -33.3% |
| RKLB Rocket Lab USA Inc. | 0.03% | 2,500 | $45K | No change |
| SAN Banco Santander SA-Spon ADR | 0.03% | 6,666 | $45K | Add +1.6% |
| AGG iShares Core U.S. Aggregate | 0.03% | 429 | $42K | No change |
| JNPR Juniper Networks Inc. | 0.03% | 1,161 | $42K | Reduce -95.6% |
| BA The Boeing Co. | 0.03% | 243 | $41K | No change |
| GSG iShares S&P Gsci Commodity I | 0.03% | 1,806 | $41K | Reduce -24.4% |
| GBCI Glacier Bancorp Inc. | 0.03% | 855 | $38K | No change |
| WMB Williams Cos Inc. | 0.03% | 600 | $36K | No change |
| EAOA iShares ESG Aware 80/20 Aggr | 0.02% | 1,008 | $36K | No change |
| ECL Ecolab Inc. | 0.02% | 138 | $35K | Add +2.2% |
| NLY Annaly Capital Management Inc. | 0.02% | 1,582 | $32K | Reduce -64.8% |
| ABNB Airbnb Inc. Class A | 0.02% | 260 | $31K | No change |
| DGX Quest Diagnostics Inc. | 0.02% | 171 | $29K | Reduce -3.9% |
| CL Colgate-Palmolive Co. | 0.02% | 297 | $28K | Add +11.2% |
| NAT Nordic American Tankers Ltd. | 0.02% | 11,200 | $28K | Add +41.0% |
| FFIV F5 Inc. | 0.02% | 100 | $27K | No change |
| A Agilent Technologies Inc. | 0.02% | 219 | $26K | Add +2.3% |
Portfolio Sells Q4 2024 → Q1 2025
| BNY Bank of New York Mellon Corp. | Reduce -94.0% | 0.14% | −1.96 |
| FM iShares Frontier and Select | Sold out | 0.00% | −1.58 |
| AAPL Apple Inc. | Reduce -12.7% | 3.02% | −0.86 |
| GOOG Alphabet Inc. Class C | Reduce -19.6% | 1.69% | −0.86 |
| APD Air Products & Chemicals Inc. | Reduce -98.7% | 0.01% | −0.81 |
| MU Micron Technology Inc. | Reduce -95.4% | 0.04% | −0.73 |
| CRL Charles River Laboratories | Reduce -98.5% | 0.01% | −0.70 |
| JNPR Juniper Networks Inc. | Reduce -95.6% | 0.03% | −0.66 |
| GNRC Generac Holdings Inc. | Reduce -92.3% | 0.03% | −0.51 |
| MSFT Microsoft Corp. | Reduce -1.4% | 2.71% | −0.36 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -82.5% | 0.06% | −0.33 |
| AMZN Amazon.com Inc. | Reduce -11.2% | 1.08% | −0.32 |
| APO Apollo Global Management Inc. | Reduce -13.1% | 0.78% | −0.30 |
| META Meta Platforms Inc. Class A | Reduce -21.8% | 0.88% | −0.26 |
| NFLX Netflix Inc. | Reduce -23.4% | 1.02% | −0.25 |
| IBIT iShares Bitcoin Trust ETF | Reduce -19.9% | 0.53% | −0.22 |
| CAT Caterpillar Inc. | Reduce -1.4% | 1.94% | −0.21 |
| GLV Clough Global Dividend & Inc. | Reduce -99.3% | 0.00% | −0.15 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -5.3% | 2.68% | −0.13 |
| FISV Fiserv Inc. | Reduce -16.4% | 0.95% | −0.10 |
| AFL Aflac Inc. | Reduce -10.7% | 2.27% | −0.08 |
| IWV iShares Russell 3000 ETF | Reduce -20.4% | 0.23% | −0.07 |
| ORCL Oracle Corp. | Reduce -37.8% | 0.05% | −0.05 |
| GLD SPDR Gold Shares | Reduce -17.5% | 3.11% | −0.04 |
| NLY Annaly Capital Management Inc. | Reduce -64.8% | 0.02% | −0.03 |
| JHI John Hancock Investors TR | Sold out | 0.00% | −0.03 |
| SDIV Global X Superdividend ETF | Sold out | 0.00% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -2.1% | 0.10% | −0.02 |
| NZF Nuveen Municipal Credit Inc. | Reduce -4.0% | 0.65% | −0.02 |
| AMGN Amgen Inc. | Reduce -47.2% | 0.03% | −0.02 |
| NAD Nuveen Quality Municipal Inc. | Reduce -6.4% | 0.25% | −0.02 |
| TLH iShares 10-20 Year Treasury | Reduce -69.4% | 0.01% | −0.02 |
| ALK Alaska Air Group Inc. | Reduce -34.7% | 0.02% | −0.02 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -65.8% | 0.01% | −0.01 |
| TLT iShares 20+ Year Treasury BD | Reduce -69.4% | 0.01% | −0.01 |
| F Ford Motor Co. | Reduce -63.9% | 0.01% | −0.01 |
| IYR iShares US Real Estate ETF | Reduce -66.9% | 0.01% | −0.01 |
| SNY Sanofi-ADR | Sold out | 0.00% | −0.01 |
| CIM Chimera Investment Corp. | Sold out | 0.00% | −0.01 |
| TIP iShares Tips Bond ETF | Reduce -65.6% | 0.01% | −0.01 |
| PYPL PayPal Holdings Inc. | Reduce -40.0% | 0.01% | −0.01 |
| GSG iShares S&P Gsci Commodity I | Reduce -24.4% | 0.03% | −0.01 |
| CSQ Calamos Strat TTL RTRN FND | Sold out | 0.00% | −0.01 |
| RWX State Street SPDR Dow Jones | Reduce -67.8% | 0.00% | −0.01 |
| KREF KKR Real Estate Finance Trus | Sold out | 0.00% | −0.01 |
| OC Owens Corning | Reduce -5.3% | 0.02% | −0.00 |
| CMI Cummins Inc. | Reduce -13.6% | 0.02% | −0.00 |
| RF Regions Financial Corp. | Reduce -13.3% | 0.02% | −0.00 |
| INTC Intel Corp. | Reduce -43.7% | 0.01% | −0.00 |
| BOND PIMCO Active Bond Exchange-T | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| TROW T Rowe Price Group Inc. | New | 1.95% | +1.95 |
| VEA Vanguard Ftse Developed ETF | Add +12.5% | 8.67% | +1.45 |
| VWO Vanguard Ftse Emerging Marke | Add +46.9% | 3.94% | +1.34 |
| DVN Devon Energy Corp. | Add +28084.5% | 0.76% | +0.76 |
| DELL Dell Technologies -C | New | 0.67% | +0.67 |
| PWR Quanta Services Inc. | New | 0.67% | +0.67 |
| FTNT Fortinet Inc. | New | 0.63% | +0.63 |
| RMBS Rambus Inc. | New | 0.62% | +0.62 |
| BND Vanguard Total Bond Market | Add +4.5% | 8.70% | +0.58 |
| IEI iShares 3-7 Year Treasury Bo | Add +3.9% | 8.81% | +0.55 |
| VZ Verizon Communications Inc. | Add +4.8% | 2.47% | +0.40 |
| KO The Coca-Cola Co. | Add +2.3% | 2.41% | +0.37 |
| ENPH Enphase Energy Inc. | Add +94.5% | 0.80% | +0.35 |
| RDFN Redfin Corp. | Add +15.8% | 1.10% | +0.29 |
| SBUX Starbucks Corp. | Add +1.8% | 2.31% | +0.21 |
| MRK Merck & Co. Inc. | Add +21.3% | 1.87% | +0.17 |
| UNP Union Pacific Corp. | Add +4.0% | 2.13% | +0.16 |
| BNDX Vanguard Total Intl Bond ETF | Add +3.0% | 5.27% | +0.15 |
| AES AES Corp. | Add +9.1% | 2.13% | +0.12 |
| NVDA Nvidia Corp. | Add +37.6% | 1.11% | +0.11 |
| V Visa Inc. Class A | Add +0.5% | 1.00% | +0.11 |
| PSA Public Storage | Add +4.0% | 2.22% | +0.09 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +3.7% | 2.13% | +0.09 |
| COST Costco Wholesale Corp. | Add +29.4% | 0.22% | +0.06 |
| NVG Nuveen Amt-FR Muni CRDT | Add +2.1% | 1.46% | +0.05 |
| LRCX Lam Research Corp. | Add +3.3% | 0.83% | +0.04 |
| ONON On Holding AG Class A | New | 0.02% | +0.02 |
| ESGD iShares Trust iShares ESG Aw | Add +8.9% | 0.10% | +0.01 |
| ICLN iShares Global Clean Energy | Add +26.7% | 0.06% | +0.01 |
| SPH Suburban Propane Partners LP | Add +1.5% | 0.05% | +0.01 |
| SAN Banco Santander SA-Spon ADR | Add +1.6% | 0.03% | +0.01 |
| AOR iShares Core 60/40 Balanced | Add +2.3% | 0.27% | +0.01 |
| AOA iShares Core 80/20 Aggressiv | Add +2.2% | 0.27% | +0.01 |
| EAGG iShares ESG Aware US Aggrega | Add +8.4% | 0.06% | +0.01 |
| NAT Nordic American Tankers Ltd. | Add +41.0% | 0.02% | +0.01 |
| SUSB iShares ESG Aware 1-5 Year U | Add +9.3% | 0.05% | +0.01 |
| UBER Uber Technologies Inc. | New | 0.01% | +0.01 |
| BBAI Bigbear.ai Holdings Inc. | New | 0.01% | +0.01 |
| MUB iShares National Muni Bond E | Add +11.5% | 0.05% | +0.00 |
| ESGE iShares Inc. iShares ESG Awar | Add +5.3% | 0.05% | +0.00 |
| ETB Eaton Vance T/M Buy-WRT Inc. | Add +15.3% | 0.06% | +0.00 |
| CL Colgate-Palmolive Co. | Add +11.2% | 0.02% | +0.00 |
| DHC Diversified Healthcare Trust | Add +0.4% | 0.05% | +0.00 |
| PLD Prologis Inc. | Add +10.4% | 0.02% | +0.00 |
| ECL Ecolab Inc. | Add +2.2% | 0.02% | +0.00 |
| VTHR Vanguard Russell 3000 | New | 0.00% | +0.00 |
| NEE Nextera Energy Inc. | Add +3.9% | 0.06% | +0.00 |
| SCHD Schwab US DVD Equity ETF | New | 0.00% | +0.00 |
| VPU Vanguard Utilities ETF | Add +3.3% | 0.00% | +0.00 |
| PVH PVH Corp. | Add +41.5% | 0.01% | −0.00 |
Notes & Other Activity Q4 2024 → Q1 2025
| ETG Eaton Vance T/A GL DVD Incm | COM | New | 0 | $0 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 217 | $179.4M | VEA, BND, IEI, BNDX, VWO |
| Q1 2026 | 204 | $165.3M | VEA, IEI, BND, BNDX, VWO |
| Q4 2025 | 201 | $162.3M | VEA, IEI, BND, BNDX, VWO |
| Q3 2025 | 213 | $161.5M | VEA, IEI, BND, BNDX, VWO |
| Q2 2025 | 213 | $149.7M | VEA, IEI, BND, BNDX, VWO |
| Q1 2025 | 214 | $143.1M | IEI, BND, VEA, BNDX, VWO |
| Q4 2024 | 215 | $143.7M | IEI, BND, VEA, BNDX, AAPL |
| Q3 2024 | 216 | $152.0M | IEI, BND, VEA, BNDX, AAPL |
| Q2 2024 | 216 | $141.8M | IEI, BND, VEA, BNDX, AAPL |
| Q1 2024 | 193 | $141.9M | IEI, BND, VEA, BNDX, MSFT |