GOLDEN ROAD ADVISORS LLC Portfolio Holdings
Q3 2025•53 long positions•$172.8M portfolio value
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Holding53 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $52.0M 30.08% | +$1.6M Bought | — 108.4K shares | 105.0K → 108.4K +$1.6M | +3.22% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $39.3M 22.75% | +$1.3M Bought | — 210.7K shares | 203.7K → 210.7K +$1.3M | +3.46% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $17.5M 10.12% | +$124.3K Bought | — 68.8K shares | 68.3K → 68.8K +$124.3K | +0.72% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $12.0M 6.95% | -$641.8K Sold | — 19.6K shares | 20.6K → 19.6K −$641.8K | -5.08% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $6.2M 3.58% | +$125.6K Bought | — 51.4K shares | 50.3K → 51.4K +$125.6K | +2.07% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $5.4M 3.13% | +$125.2K Bought | — 60.5K shares | 59.1K → 60.5K +$125.2K | +2.37% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $4.7M 2.69% | +$294.0K Bought | — 77.7K shares | 72.8K → 77.7K +$294.0K | +6.74% | — — | Q4 2023 Held for 2 years | |
Consumer Electronics Technology | $3.8M 2.17% | +$1.6M Bought | 0.0% 14.7K shares | 8.4K → 14.7K +$1.6M | +75.19% | $3.78T Mega Cap | Q4 2023 Held for 2 years | |
Semiconductors Technology | $3.7M 2.16% | +$1.3M Bought | 0.0% 20.0K shares | 12.9K → 20.0K +$1.3M | +54.85% | $4.54T Mega Cap | Q4 2023 Held for 2 years | |
ETF ETF | $2.3M 1.32% | +$64.0K Bought | — 42.2K shares | 41.0K → 42.2K +$64.0K | +2.88% | — — | Q4 2023 Held for 2 years | |
Software - Infrastructure Technology | $1.8M 1.02% | +$737.0K Bought | 0.0% 3.4K shares | 2.0K → 3.4K +$737.0K | +72.05% | $3.85T Mega Cap | Q4 2023 Held for 2 years | |
ETF ETF | $1.6M 0.931% | -$6.6K Sold | — 3.4K shares | 3.4K → 3.4K −$6.6K | -0.41% | — — | Q4 2023 Held for 2 years | |
Financial - Capital Markets Financial Services | $1.4M 0.824% | -$237.2K Sold | 0.004% 8.2K shares | 9.6K → 8.2K −$237.2K | -14.28% | $34.4B Large Cap | Q2 2025 Held for 6 months | |
ETF ETF | $1.4M 0.812% | -$192.0K Sold | — 4.3K shares | 4.9K → 4.3K −$192.0K | -12.03% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $1.1M 0.616% | — | — 3.5K shares | — | — | — — | Q4 2023 Held for 2 years | |
ETF ETF | $1.0M 0.605% | -$65.5K Sold | — 5.0K shares | 5.3K → 5.0K −$65.5K | -5.9% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $988.7K 0.572% | +$3.3K Bought | — 10.1K shares | 10.1K → 10.1K +$3.3K | +0.34% | — — | Q4 2023 Held for 2 years | |
Specialty Retail Consumer Cyclical | $974.7K 0.564% | +$184.9K Bought | 0.0% 4.4K shares | 3.6K → 4.4K +$184.9K | +23.41% | $2.34T Mega Cap | Q4 2023 Held for 2 years | |
ETF ETF | $893.7K 0.517% | -$16.0K Sold | — 7.5K shares | 7.7K → 7.5K −$16.0K | -1.76% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $848.6K 0.491% | +$6.3K Bought | — 4.2K shares | 4.1K → 4.2K +$6.3K | +0.75% | — — | Q4 2023 Held for 2 years | |
Semiconductors Technology | $832.7K 0.482% | +$74.9K Bought | 0.0% 2.5K shares | 2.3K → 2.5K +$74.9K | +9.88% | $1.56T Mega Cap | Q4 2023 Held for 2 years | |
ETF ETF | $760.2K 0.44% | -$96.5K Sold | — 2.3K shares | 2.6K → 2.3K −$96.5K | -11.27% | — — | Q4 2023 Held for 2 years | |
Banks - Diversified Financial Services | $729.9K 0.422% | +$306.9K Bought | 0.0% 2.3K shares | 1.3K → 2.3K +$306.9K | +72.56% | $867.35B Mega Cap | Q4 2023 Held for 2 years | |
Internet Content & Information Communication Services | $717.4K 0.415% | +$111.6K Bought | 0.0% 3.0K shares | 2.5K → 3.0K +$111.6K | +18.42% | $2.95T Mega Cap | Q4 2023 Held for 2 years | |
ETF ETF | $714.8K 0.414% | -$373.3K Sold | — 14.1K shares | 21.5K → 14.1K −$373.3K | -34.31% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $687.5K 0.398% | — | — 1.9K shares | — | — | — — | Q4 2023 Held for 2 years | |
Internet Content & Information Communication Services | $671.2K 0.388% | +$116.8K Bought | 0.0% 914.0 shares | 755.0 → 914.0 +$116.8K | +21.06% | $1.84T Mega Cap | Q4 2023 Held for 2 years | |
Internet Content & Information Communication Services | $600.1K 0.347% | +$93.5K Bought | 0.0% 2.5K shares | 2.1K → 2.5K +$93.5K | +18.46% | $2.95T Mega Cap | Q4 2023 Held for 2 years | |
Auto - Manufacturers Consumer Cyclical | $569.2K 0.329% | +$115.2K Bought | 0.0% 1.3K shares | 1.0K → 1.3K +$115.2K | +25.37% | $1.48T Mega Cap | Q4 2023 Held for 2 years | |
ETF ETF | $547.0K 0.317% | +$87.3 Bought | — 6.3K shares | 6.3K → 6.3K +$87.3 | +0.02% | — — | Q4 2023 Held for 2 years | |
Insurance - Diversified Financial Services | $526.4K 0.305% | +$97.5K Bought | 0.0% 1.0K shares | 853.0 → 1.0K +$97.5K | +22.74% | $1.08T Mega Cap | Q4 2023 Held for 2 years | |
ETF ETF | $524.9K 0.304% | +$524.9K New | — 703.0 shares | 0 → 703.0 +$524.9K | New | — — | Q3 2025 Held for 3 months | |
Software - Infrastructure Technology | $473.9K 0.274% | +$15.5K Bought | 0.0% 1.7K shares | 1.6K → 1.7K +$15.5K | +3.37% | $801.76B Mega Cap | Q1 2024 Held for 1y 9m | |
ETF ETF | $403.3K 0.233% | +$21.4K Bought | — 3.4K shares | 3.2K → 3.4K +$21.4K | +5.6% | — — | Q4 2023 Held for 2 years | |
Unknown Unknown | $373.5K 0.216% | +$373.5K Bought | — 1.7K shares | — | — | — — | Q3 2025 Held for 3 months | |
Unknown Unknown | $363.9K 0.211% | +$363.9K New | — 5.0K shares | 0 → 5.0K +$363.9K | New | — — | Q3 2025 Held for 3 months | |
ETF ETF | $330.7K 0.191% | — | — 3.5K shares | — | — | — — | Q2 2025 Held for 6 months | |
Drug Manufacturers - General Healthcare | $328.9K 0.19% | +$37.4K Bought | 0.0% 431.0 shares | 382.0 → 431.0 +$37.4K | +12.83% | $684.00B Mega Cap | Q4 2023 Held for 2 years | |
ETF ETF | $311.9K 0.181% | — | — 4.0K shares | — | — | — — | Q1 2024 Held for 1y 9m | |
Drug Manufacturers - General Healthcare | $309.8K 0.179% | +$309.8K Bought | 0.0% 1.7K shares | — | — | $446.55B Mega Cap | Q3 2025 Held for 3 months | |
Entertainment Communication Services | $287.7K 0.167% | +$26.4K Bought | 0.0% 240.0 shares | 218.0 → 240.0 +$26.4K | +10.09% | $509.45B Mega Cap | Q2 2025 Held for 6 months | |
Financial - Credit Services Financial Services | $286.4K 0.166% | +$43.7K Bought | 0.0% 839.0 shares | 711.0 → 839.0 +$43.7K | +18.0% | $662.60B Mega Cap | Q4 2024 Held for 1 year | |
Household & Personal Products Consumer Defensive | $283.9K 0.164% | +$283.9K New | 0.0% 1.8K shares | 0 → 1.8K +$283.9K | New | $359.62B Mega Cap | Q3 2025 Held for 3 months | |
Financial - Credit Services Financial Services | $267.3K 0.155% | +$37.5K Bought | 0.0% 470.0 shares | 404.0 → 470.0 +$37.5K | +16.34% | $514.21B Mega Cap | Q4 2024 Held for 1 year | |
Discount Stores Consumer Defensive | $254.7K 0.147% | -$245.2K Sold | 0.0% 2.5K shares | 4.9K → 2.5K −$245.2K | -49.05% | $821.68B Mega Cap | Q2 2025 Held for 6 months | |
Home Improvement Consumer Cyclical | $245.5K 0.142% | +$245.5K New | 0.0% 606.0 shares | 0 → 606.0 +$245.5K | New | $403.32B Mega Cap | Q3 2025 Held for 3 months | |
Drug Manufacturers - General Healthcare | $238.3K 0.138% | +$238.3K New | 0.0% 1.0K shares | 0 → 1.0K +$238.3K | New | $409.03B Mega Cap | Q3 2025 Held for 3 months | |
Discount Stores Consumer Defensive | $237.9K 0.138% | +$27.8K Bought | 0.0% 257.0 shares | 227.0 → 257.0 +$27.8K | +13.22% | $410.27B Mega Cap | Q2 2024 Held for 1y 6m | |
Aerospace & Defense Industrials | $229.6K 0.133% | +$229.6K New | 0.0% 1.4K shares | 0 → 1.4K +$229.6K | New | $223.98B Mega Cap | Q3 2025 Held for 3 months | |
ETF ETF | $226.9K 0.131% | +$226.9K New | — 3.5K shares | 0 → 3.5K +$226.9K | New | — — | Q3 2025 Held for 3 months |
