Gould Capital, LLC Reduced Holdings in Q4 2024

Gould Capital, LLC

  • $141 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AWK
American Water Works Company, Inc.

Utilities
-22.6K
- 99.84%
$123.83 - $146.07 $2.8M - $3.31M
36 $4K
AMGN
Amgen Inc

Healthcare
-9.47K
- 97.07%
$258.78 - $328.31 $2.45M - $3.11M
286 $74K
OC
Owens Corning

Industrials
-6.56K
- 97.2%
$169.41 - $210.81 $1.11M - $1.38M
189 $32K
VEA
Vanguard Ftse Developed Market

ETFs
-764
- 0.35%
$47.57 - $52.44 $36.3K - $40.1K
217K $10.4M
CNC
Centene Corp

Healthcare
-14.2K
- 98.76%
$56.71 - $73.94 $807K - $1.05M
178 $10K
RDFN
Redfin Corp

Real Estate
-2.3K
- 1.53%
$7.87 - $12.55 $18.1K - $28.8K
148K $1.17M
PSA
Public Storage

Real Estate
-143
- 1.38%
$289.33 - $360.21 $41.4K - $51.5K
10.2K $3.05M
BK
Bank Of New York Mellon Corp

Financial Services
-12.5K
- 24.17%
$70.82 - $81.87 $886K - $1.02M
39.3K $3.02M
ENPH
Enphase Energy, Inc.

Technology
-754
- 7.39%
$59.52 - $111.18 $44.9K - $83.8K
9.45K $649K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-504
- 0.49%
$115.08 - $119.55 $58K - $60.3K
103K $11.9M
VZ
Verizon Communications Inc

Communication Services
-705
- 0.94%
$39.6 - $45.21 $27.9K - $31.9K
74.3K $2.97M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.4K
- 1.63%
$44.04 - $49.49 $61.7K - $69.4K
84.8K $3.73M
AFL
Aflac Inc

Financial Services
-807
- 2.41%
$100.37 - $115.27 $81K - $93K
32.6K $3.38M
CAT
Caterpillar Inc

Industrials
-156
- 1.8%
$360.37 - $416.88 $56.2K - $65K
8.52K $3.09M
MU
Micron Technology Inc

Technology
-341
- 2.54%
$84.16 - $113.41 $28.7K - $38.7K
13.1K $1.1M
SBUX
Starbucks Corp

Consumer Cyclical
-529
- 1.57%
$87.44 - $102.5 $46.3K - $54.2K
33.1K $3.01M
UNP
Union Pacific Corp

Industrials
-62
- 0.5%
$223.15 - $249.32 $13.8K - $15.5K
12.4K $2.83M
BNDX
Vanguard Total International B

ETFs
-1.05K
- 0.69%
$48.91 - $50.61 $51.3K - $53.1K
150K $7.35M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-2.29K
- 1.36%
$12.1 - $13.52 $27.7K - $30.9K
166K $2.03M
CRL
Charles River Laboratories International, Inc.

Healthcare
-694
- 11.16%
$178.58 - $220.69 $124K - $153K
5.52K $1.02M
JNPR
Juniper Networks Inc

Technology
-2.99K
- 10.2%
$35.08 - $39.26 $105K - $117K
26.3K $985K
GLD
Spdr Gold Trust

ETFs
-465
- 2.43%
$236.59 - $257.5 $110K - $120K
18.7K $4.53M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-147
- 1.78%
$442.29 - $483.08 $65K - $71K
8.09K $3.67M
MSFT
Microsoft Corp

Technology
-66
- 0.63%
$406.35 - $454.46 $26.8K - $30K
10.5K $4.42M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-1.44K
- 1.77%
$12.12 - $13.1 $17.4K - $18.8K
79.5K $967K
TSLA
Tesla, Inc.

Consumer Cyclical
-422
- 71.65%
$213.65 - $479.86 $90.2K - $203K
167 $67K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-727
- 62.89%
$96.64 - $101.23 $70.3K - $73.6K
429 $41K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-812
- 91.86%
$75.1 - $82.99 $61K - $67.4K
72 $5K
APD
Air Products & Chemicals, Inc.

Basic Materials
-117
- 2.78%
$285.5 - $335.62 $33.4K - $39.3K
4.09K $1.19M
IBM
International Business Machines Corp

Technology
-221
- 30.65%
$204.9 - $238.04 $45.3K - $52.6K
500 $109K
COST
Costco Wholesale Corp

Consumer Defensive
-62
- 19.56%
$873.59 - $994.69 $54.2K - $61.7K
255 $233K
FM
Ishares Msci Frontier And Sele

ETFs
-524
- 0.62%
$27.11 - $27.7 $14.2K - $14.5K
83.8K $2.27M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-1.02K
- 3.02%
$11.39 - $12.41 $11.6K - $12.7K
32.8K $382K
CSCO
Cisco Systems, Inc.

Technology
-593
- 92.8%
$52.45 - $60.02 $31.1K - $35.6K
46 $2K
XOM
Exxon Mobil Corp

Energy
-224
- 76.19%
$105.51 - $125.37 $23.6K - $28.1K
70 $7K
FISV
Fiserv Inc

Technology
-207
- 2.73%
N/A
7.39K $924K
ADBE
Adobe Inc.

Technology
-49
- 92.45%
$437.39 - $552.96 $21.4K - $27.1K
4 $1K
CSQ
Calamos Strategic Total Return Fund

Financial Services
-1.5K
- 75.0%
$17.14 - $18.44 $25.7K - $27.7K
500 $8K
SYY
Sysco Corp

Consumer Defensive
-313
- 91.79%
$73.63 - $81.77 $23K - $25.6K
28 $2K
AMT
American Tower Corp

Real Estate
-99
- 91.67%
$179.4 - $232.01 $17.8K - $23K
9 $1K
UPS
United Parcel Service Inc

Industrials
-149
- 64.22%
$122.65 - $138.35 $18.3K - $20.6K
83 $10K
INTC
Intel Corp

Technology
-682
- 49.82%
$19.07 - $26.23 $13K - $17.9K
687 $13K
EEM
Ishares Msci Emerging Markets

ETFs
-317
- 91.88%
$41.82 - $47.36 $13.3K - $15K
28 $1K
AOR
Ishares Tr Core Growth Allocat

ETFs
-15
- 0.23%
$57.32 - $59.66 $860 - $895
6.45K $369K
DIS
Walt Disney CO

Communication Services
-138
- 60.0%
$92.39 - $117.6 $12.7K - $16.2K
92 $10K
ORCL
Oracle Corp

Technology
-31
- 3.63%
$165.41 - $192.43 $5.13K - $5.97K
822 $136K
BA
Boeing CO

Industrials
-100
- 29.15%
$138.14 - $180.72 $13.8K - $18.1K
243 $43K
JHI
John Hancock Investors Trust

Financial Services
-416
- 11.82%
$13.67 - $14.45 $5.69K - $6.01K
3.1K $42K
META
Meta Platforms, Inc.

Communication Services
-95
- 3.3%
$554.08 - $632.68 $52.6K - $60.1K
2.78K $1.64M
Activity Summary
Buys All Purchases 35 New Holdings 7 Increased Positions 28 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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