Golden Road Advisors LLC Portfolio Holdings

Golden Road Advisors LLC

  • $121 Billion
  • Q2 2024

Golden Road Advisors LLC has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $121 Billion distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $37.8B, Vanguard Value ETF with a value of $28.7B, Vanguard Small Cap ETF with a value of $13.3B, Vanguard Index Fds S&P 500 ETF with a value of $8.89B, and Vanguard Russell 1000 Growth E with a value of $4.3B.

Examining the 13F form we can see an increase of $890M in the current position value, from $120B to 121B.

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 $121 Billion
ETFs: $113 Billion
Technology: $5.15 Billion
Communication Services: $1.24 Billion
Consumer Cyclical: $829 Million
Healthcare: $637 Million
Financial Services: $619 Million
Consumer Defensive: $219 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$37.8 Billion 31.16% of portfolio
97,307
Q2 2024 Reduced 5.1%
$0
$28.7 Billion 23.67% of portfolio
178,712
Q2 2024 Reduced 4.19%
$0
$13.3 Billion 11.0% of portfolio
61,714
Q2 2024 Added 0.77%
$0
$8.89 Billion 7.33% of portfolio
17,392
Q2 2024 Reduced 5.16%
$0
$4.3 Billion 3.55% of portfolio
44,160
Q2 2024 Reduced 0.56%
$0
$3.98 Billion 3.28% of portfolio
52,171
Q2 2024 Added 1.16%
$0
$3.19 Billion 2.63% of portfolio
63,587
Q2 2024 Reduced 4.38%
$0
$2.06 Billion 1.7% of portfolio
42,745
Q2 2024 Reduced 29.13%
$3.55T
$1.91 Billion 1.57% of portfolio
8,334
Q2 2024 Added 4.84%
$256B
$1.65 Billion 1.36% of portfolio
12,541
Q2 2024 Added 954.75%
$0
$1.61 Billion 1.33% of portfolio
35,854
Q2 2024 Reduced 4.2%
$0
$1.36 Billion 1.12% of portfolio
3,598
Q1 2024 Reduced 1.32%
$0
$1.03 Billion 0.85% of portfolio
12,624
Q2 2024 Added 2.25%
$2.99T
$918 Million 0.76% of portfolio
1,997
Q2 2024 Added 6.91%
$0
$891 Million 0.73% of portfolio
3,268
Q4 2023 New
$0
$883 Million 0.73% of portfolio
3,520
Q4 2023 New
$0
$702 Million 0.58% of portfolio
4,037
Q2 2024 Added 0.35%
$0
$665 Million 0.55% of portfolio
8,837
Q2 2024 Reduced 59.93%
$0
$588 Million 0.48% of portfolio
5,946
Q4 2023 New
$1.75T
$566 Million 0.47% of portfolio
2,838
Q2 2024 Added 12.31%
$0
$576 Million 0.47% of portfolio
1,898
Q2 2024 Reduced 0.78%
$0
$541 Million 0.45% of portfolio
3,227
Q2 2024 Added 3.73%
$901B
$452 Million 0.37% of portfolio
2,390
Q2 2024 Added 7.95%
$55.5B
$419 Million 0.35% of portfolio
242
Q2 2024 Added 1.68%
$926B
$403 Million 0.33% of portfolio
2,118
Q2 2024 Added 2.17%
$0
$389 Million 0.32% of portfolio
5,279
Q2 2024 Reduced 0.71%
$1.12T
$385 Million 0.32% of portfolio
727
Q2 2024 Added 10.15%
$598B
$349 Million 0.29% of portfolio
849
Q2 2024 Added 3.66%
$0
$344 Million 0.28% of portfolio
3,489
Q2 2024 Reduced 1.47%
$858B
$328 Million 0.27% of portfolio
352
Q2 2024 Added 2.92%
$558B
$309 Million 0.25% of portfolio
628
Q2 2024 Added 17.16%
$623B
$270 Million 0.22% of portfolio
1,302
Q2 2024 Reduced 0.15%
$665B
$263 Million 0.22% of portfolio
1,003
Q2 2024 New
$382B
$261 Million 0.22% of portfolio
1,856
Q2 2024 Added 2.09%
$388B
$219 Million 0.18% of portfolio
247
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $121 Billion
  • Prior Value $120 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 31, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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