Golden Road Advisors LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $132 Billion distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $40.1B, Vanguard Value ETF with a value of $32B, Vanguard Small Cap ETF with a value of $16.1B, Vanguard Index Fds S&P 500 ETF with a value of $10.2B, and Vanguard Russell 1000 Growth E with a value of $4.54B.

Examining the 13F form we can see an increase of $4.53B in the current position value, from $128B to 132B.

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 $132 Billion
ETFs: $123 Billion
Technology: $5.46 Billion
Communication Services: $1.25 Billion
Financial Services: $1.09 Billion
Consumer Cyclical: $1.08 Billion
Healthcare: $273 Million
Consumer Defensive: $201 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $132 Billion
  • Prior Value $128 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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