Golden Road Advisors LLC Portfolio Holdings

Golden Road Advisors LLC

  • $128 Billion
  • Q1 2025

Golden Road Advisors LLC has filed its 13F form on April 21, 2025 for Q1 2025 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 $36.9B, Vanguard Value ETF with a value of $33.6B, Vanguard Small Cap ETF with a value of $15B, Vanguard Index Fds S&P 500 ETF with a value of $9.92B, and Vanguard Russell 1000 Value Et with a value of $4.33B.

Examining the 13F form we can see an decrease of $4.13B in the current position value, from $132B 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: $5.18 Billion
Financial Services: $1.18 Billion
Communication Services: $1.09 Billion
Consumer Cyclical: $897 Million
Healthcare: $504 Million
Consumer Defensive: $203 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$36.9 Billion 28.79% of portfolio
99,433
Q1 2025 Added 1.86%
$0
$33.6 Billion 26.24% of portfolio
194,540
Q1 2025 Added 2.78%
$0
$15 Billion 11.68% of portfolio
67,447
Q1 2025 Added 0.93%
$0
$9.92 Billion 7.75% of portfolio
19,311
Q1 2025 Added 2.38%
$0
$4.33 Billion 3.38% of portfolio
52,459
Q1 2025 Reduced 0.37%
$0
$4.08 Billion 3.18% of portfolio
43,958
Q1 2025 Added 0.02%
$0
$3.59 Billion 2.8% of portfolio
70,564
Q1 2025 Added 8.26%
$3.42T
$2.22 Billion 1.73% of portfolio
9,994
Q1 2025 Added 22.34%
$0
$1.79 Billion 1.4% of portfolio
39,634
Q1 2025 Added 8.34%
$271B
$1.32 Billion 1.03% of portfolio
12,209
Q1 2025 Reduced 0.3%
$0
$1.24 Billion 0.97% of portfolio
3,443
Q1 2025 Reduced 1.57%
$0
$1.1 Billion 0.86% of portfolio
22,111
Q1 2025 Reduced 14.52%
$0
$1.04 Billion 0.81% of portfolio
12,869
Q1 2025 Reduced 1.13%
$2.95T
$1.04 Billion 0.81% of portfolio
2,776
Q1 2025 Added 52.86%
$0
$944 Million 0.74% of portfolio
3,433
Q1 2025 Reduced 25.48%
$0
$894 Million 0.7% of portfolio
3,520
Q4 2023 New
$0
$768 Million 0.6% of portfolio
4,083
Q1 2025 Added 0.29%
$0
$749 Million 0.58% of portfolio
2,764
Q4 2024 Reduced 15.42%
$0
$736 Million 0.57% of portfolio
7,512
Q1 2025 Added 26.34%
$1.88T
$649 Million 0.51% of portfolio
3,412
Q1 2025 Added 9.08%
$0
$577 Million 0.45% of portfolio
1,881
Q3 2024 Reduced 0.9%
$694B
$427 Million 0.33% of portfolio
801
Q1 2025 Added 0.25%
$1.25T
$409 Million 0.32% of portfolio
709
Q1 2025 Reduced 0.28%
$0
$413 Million 0.32% of portfolio
5,464
Q4 2024 Added 0.96%
$78B
$370 Million 0.29% of portfolio
2,212
Q1 2025 Reduced 2.3%
$957B
$351 Million 0.27% of portfolio
2,268
Q1 2025 Reduced 0.57%
$979B
$329 Million 0.26% of portfolio
2,103
Q1 2025 Added 0.38%
$0
$323 Million 0.25% of portfolio
3,235
Q3 2024 Reduced 7.28%
$718B
$313 Million 0.24% of portfolio
1,275
Q1 2025 Reduced 1.32%
$854B
$298 Million 0.23% of portfolio
361
Q1 2025 Added 1.98%
$0
$277 Million 0.22% of portfolio
3,614
Q1 2025 Reduced 7.07%
$891B
$248 Million 0.19% of portfolio
958
Q1 2025 Reduced 2.44%
$379B
$228 Million 0.18% of portfolio
1,632
Q1 2025 Reduced 2.39%
$565B
$234 Million 0.18% of portfolio
669
Q1 2025 Reduced 0.89%
$385B
$206 Million 0.16% of portfolio
393
Q1 2025 New
$523B
$210 Million 0.16% of portfolio
384
Q1 2025 Reduced 1.29%
$440B
$203 Million 0.16% of portfolio
215
Q1 2025 Reduced 1.83%

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $128 Billion
  • Prior Value $132 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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