Golden Reserve Retirement LLC New Holdings in Q4 2025

Golden Reserve Retirement LLC

  • $542 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
2.76K
New
$138.84 - $153.71 $383K - $425K
2.76K $396M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.14K
New
$92.34 - $95.43 $383K - $395K
4.14K $390M
XLI
Industrial Sector Spdr

ETFs
2.44K
New
$149.9 - $155.79 $365K - $380K
2.44K $378M
BAC
Bank Of America Corp

Financial Services
6.78K
New
$48.65 - $54.11 $330K - $367K
6.78K $373M
GS
Goldman Sachs Group Inc

Financial Services
415
New
$744.6 - $838.97 $309K - $348K
415 $365M
UNH
Unitedhealth Group Inc

Healthcare
1.08K
New
$320.52 - $369.92 $346K - $399K
1.08K $356M
MS
Morgan Stanley

Financial Services
1.99K
New
$151.86 - $169.92 $302K - $338K
1.99K $353M
DGRO
Ishares Core Dividend Growth E

ETFs
5.03K
New
$66.93 - $69.17 $337K - $348K
5.03K $349M
Elevation Series Trust
14.6K
New
N/A
14.6K $349M
IAU
Ishares Gold Trust

ETFs
4.27K
New
$72.65 - $82.5 $311K - $353K
4.27K $347M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
11.3K
New
$28.9 - $30.17 $327K - $342K
11.3K $340M
CAT
Caterpillar Inc

Industrials
577
New
$480.82 - $585.49 $277K - $338K
577 $330M
LOW
Lowes Companies Inc

Consumer Cyclical
1.37K
New
$225.0 - $247.99 $307K - $339K
1.37K $329M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
667
New
$454.87 - $482.76 $303K - $322K
667 $321M
AEP
American Electric Power CO Inc

Utilities
2.78K
New
$112.75 - $122.73 $313K - $341K
2.78K $320M
NFLX
Netflix Inc

Communication Services
3.32K
New
$110.29 - $1241.35 $366K - $4.12M
3.32K $311M
XLC
Select Sector Spdr Tr Communic

ETFs
2.61K
New
$111.33 - $117.16 $290K - $306K
2.61K $307M
MA
Mastercard Inc

Financial Services
534
New
$536.85 - $580.45 $287K - $310K
534 $305M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.53K
New
$83.45 - $84.82 $295K - $300K
3.53K $296M
VGT
Vanguard Information Technolog

ETFs
391
New
$736.33 - $801.52 $288K - $313K
391 $295M
XLV
Select Sector Spdr Fund Health

ETFs
1.9K
New
$141.95 - $152.82 $269K - $290K
1.9K $294M
Aim ETF Products Trust
9.3K
New
N/A
9.3K $293M
HON
Honeywell International Inc

Industrials
1.48K
New
$194.07 - $220.67 $287K - $327K
1.48K $289M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.33K
New
$63.25 - $66.24 $274K - $287K
4.33K $286M
CSHI
Shp ETF Tr Neos Enhanced Incom
5.74K
New
N/A
5.74K $285M
WFC
Wells Fargo & Company

Financial Services
3.05K
New
$77.62 - $87.3 $236K - $266K
3.05K $284M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
15K
New
$18.77 - $18.93 $282K - $284K
15K $283M
TUA
Simpl Exch Traded Fds Sht Term
12.9K
New
N/A
12.9K $282M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
12.2K
New
$23.18 - $23.38 $283K - $285K
12.2K $281M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
2.97K
New
$94.22 - $95.83 $279K - $284K
2.97K $281M
MCD
Mcdonalds Corp

Consumer Cyclical
915
New
$293.81 - $310.11 $269K - $284K
915 $280M
WM
Waste Management Inc

Industrials
1.27K
New
$196.77 - $219.98 $249K - $278K
1.27K $278M
VTV
Vanguard Value ETF

ETFs
1.45K
New
$182.87 - $189.72 $266K - $276K
1.45K $278M
KO
Coca Cola CO

Consumer Defensive
3.91K
New
$66.1 - $71.61 $258K - $280K
3.91K $273M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
875
New
$280.66 - $305.09 $246K - $267K
875 $266M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
13.2K
New
$19.54 - $19.6 $258K - $258K
13.2K $258M
TJX
Tjx Companies Inc

Consumer Cyclical
1.68K
New
$138.56 - $147.63 $233K - $248K
1.68K $258M
VZ
Verizon Communications Inc

Communication Services
5.98K
New
$38.4 - $43.83 $230K - $262K
5.98K $244M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.15K
New
$178.37 - $198.46 $205K - $228K
1.15K $239M
VHT
Vanguard Health Care ETF

ETFs
820
New
$264.7 - $283.93 $217K - $233K
820 $236M
MRK
Merck & Co., Inc.

Healthcare
2.21K
New
$82.49 - $92.93 $183K - $206K
2.21K $233M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.56K
New
$142.79 - $150.05 $223K - $235K
1.56K $233M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.11K
New
$70.2 - $73.89 $218K - $229K
3.11K $228M
PH
Parker Hannifin Corp

Industrials
258
New
$716.66 - $857.93 $185K - $221K
258 $227M
SYK
Stryker Corp

Healthcare
629
New
$353.81 - $388.35 $223K - $244K
629 $221M
LMT
Lockheed Martin Corp

Industrials
456
New
$452.1 - $514.24 $206K - $234K
456 $221M
AXP
American Express CO

Financial Services
587
New
$316.26 - $372.77 $186K - $219K
587 $217M
PM
Philip Morris International Inc.

Consumer Defensive
1.34K
New
$144.33 - $160.86 $193K - $216K
1.34K $215M
Blackrock Inc
200
New
N/A
200 $214M
Activity Summary
Buys All Purchases 129 New Holdings 111 Increased Positions 18 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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