Golden Reserve Retirement LLC Portfolio Holdings

Golden Reserve Retirement LLC

  • $251 Billion
  • Q1 2025

Golden Reserve Retirement LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $251 Billion distributed in 17 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $74.8B, Schwab Strategic Tr Us Large C with a value of $69.6B, Schwab Strategic Tr Us Dividen with a value of $42.2B, Invesco Qqq Trust, Series 1 with a value of $36B, and Schwab Strategic Tr Us Small C with a value of $23.7B.

Examining the 13F form we can see an increase of $251B in the current position value.

Golden Reserve Retirement LLC is based out at Dublin, OH

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

Portfolio value $251 Billion
ETFs: $250 Billion
Technology: $1.49 Billion
Consumer Cyclical: $211 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.2T
$828 Million 0.33% of portfolio
3,707
Q1 2025 New
$3.25T
$361 Million 0.14% of portfolio
960
Q1 2025 New
$243B
$299 Million 0.12% of portfolio
3,537
Q1 2025 New
$1.9T
$211 Million 0.08% of portfolio
1,108
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $251 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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