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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$1.9 Billion 1.49% of portfolio
8,153
Q3 2024 Reduced 2.17%
$354B
$1.53 Billion 1.2% of portfolio
12,597
Q3 2024 Added 0.45%
$3.11T
$778 Million 0.61% of portfolio
1,808
Q3 2024 Reduced 9.46%
$2.01T
$580 Million 0.45% of portfolio
3,115
Q3 2024 Added 9.76%
$66.5B
$415 Million 0.33% of portfolio
2,407
Q3 2024 Added 894.63%
$1.26T
$406 Million 0.32% of portfolio
710
Q3 2024 Reduced 2.34%
$984B
$378 Million 0.3% of portfolio
2,282
Q3 2024 Reduced 4.52%
$620B
$368 Million 0.29% of portfolio
799
Q3 2024 Reduced 5.89%
$1.01T
$357 Million 0.28% of portfolio
2,135
Q3 2024 Added 0.8%
$245B
$363 Million 0.28% of portfolio
4,495
Q3 2024 New
$711B
$311 Million 0.24% of portfolio
351
Q3 2024 Reduced 0.28%
$518B
$312 Million 0.24% of portfolio
1,833
Q3 2024 Reduced 1.24%
$729B
$274 Million 0.21% of portfolio
1,298
Q3 2024 Reduced 0.31%
$1.11T
$251 Million 0.2% of portfolio
960
Q3 2024 Reduced 4.29%
$553B
$232 Million 0.18% of portfolio
397
Q3 2024 Reduced 36.78%
$406B
$214 Million 0.17% of portfolio
1,320
Q3 2024 New

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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