Golden Road Advisors LLC Portfolio Holdings

Golden Road Advisors LLC

  • $128 Billion
  • Q3 2024

Golden Road Advisors LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $128 Billion distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $37B, Vanguard Value ETF with a value of $31.5B, Vanguard Small Cap ETF with a value of $15.1B, Vanguard Index Fds S&P 500 ETF with a value of $9.9B, and Vanguard Russell 1000 Value Et with a value of $4.36B.

Examining the 13F form we can see an increase of $6.42B in the current position value, from $121B to 128B.

Golden Road Advisors LLC is based out at Tampa, FL

Below you can find more details about Golden Road Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $128 Billion
ETFs: $119 Billion
Technology: $4.93 Billion
Communication Services: $1.14 Billion
Consumer Cyclical: $832 Million
Healthcare: $757 Million
Financial Services: $641 Million
Consumer Defensive: $585 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$37 Billion 28.98% of portfolio
96,383
Q3 2024 Reduced 0.95%
$0
$31.5 Billion 24.64% of portfolio
180,211
Q3 2024 Added 0.84%
$0
$15.1 Billion 11.81% of portfolio
63,576
Q3 2024 Added 3.02%
$0
$9.9 Billion 7.75% of portfolio
18,760
Q3 2024 Added 7.87%
$0
$4.36 Billion 3.41% of portfolio
52,316
Q3 2024 Added 0.28%
$0
$4.21 Billion 3.3% of portfolio
43,660
Q3 2024 Reduced 1.13%
$0
$3.39 Billion 2.66% of portfolio
64,245
Q3 2024 Added 1.03%
$0
$1.99 Billion 1.56% of portfolio
40,305
Q3 2024 Reduced 5.71%
$3.66T
$1.9 Billion 1.49% of portfolio
8,153
Q3 2024 Reduced 2.17%
$0
$1.78 Billion 1.39% of portfolio
37,167
Q3 2024 Added 3.66%
$371B
$1.53 Billion 1.2% of portfolio
12,597
Q3 2024 Added 0.45%
$0
$1.34 Billion 1.05% of portfolio
3,567
Q3 2024 Reduced 0.86%
$0
$1.15 Billion 0.9% of portfolio
12,897
Q3 2024 Added 2.16%
$0
$935 Million 0.73% of portfolio
3,303
Q3 2024 Added 19.46%
$0
$915 Million 0.72% of portfolio
3,520
Q4 2023 New
$0
$904 Million 0.71% of portfolio
3,268
Q4 2023 New
$0
$795 Million 0.62% of portfolio
4,370
Q3 2024 Added 35.42%
$3.17T
$778 Million 0.61% of portfolio
1,808
Q3 2024 Reduced 9.46%
$0
$766 Million 0.6% of portfolio
4,036
Q3 2024 Reduced 0.02%
$0
$604 Million 0.47% of portfolio
5,946
Q4 2023 New
$0
$591 Million 0.46% of portfolio
1,881
Q3 2024 Reduced 0.9%
$2.14T
$580 Million 0.45% of portfolio
3,115
Q3 2024 Added 9.76%
$74.4B
$415 Million 0.33% of portfolio
2,407
Q3 2024 Added 894.63%
$0
$422 Million 0.33% of portfolio
5,412
Q3 2024 Added 2.52%
$1.33T
$406 Million 0.32% of portfolio
710
Q3 2024 Reduced 2.34%
$1.08T
$378 Million 0.3% of portfolio
2,282
Q3 2024 Reduced 4.52%
$599B
$368 Million 0.29% of portfolio
799
Q3 2024 Reduced 5.89%
$1.11T
$357 Million 0.28% of portfolio
2,135
Q3 2024 Added 0.8%
$228B
$363 Million 0.28% of portfolio
4,495
Q3 2024 New
$0
$334 Million 0.26% of portfolio
3,235
Q3 2024 Reduced 7.28%
$758B
$311 Million 0.24% of portfolio
351
Q3 2024 Reduced 0.28%
$502B
$312 Million 0.24% of portfolio
1,833
Q3 2024 Reduced 1.24%
$693B
$274 Million 0.21% of portfolio
1,298
Q3 2024 Reduced 0.31%
$938B
$251 Million 0.2% of portfolio
960
Q3 2024 Reduced 4.29%
$566B
$232 Million 0.18% of portfolio
397
Q3 2024 Reduced 36.78%
$410B
$214 Million 0.17% of portfolio
1,320
Q3 2024 New
$405B
$222 Million 0.17% of portfolio
250
Q3 2024 Added 1.21%

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $128 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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