Portfolio (Quarterly)
Guide ↗
GOLDEN ROAD ADVISORS LLC
· CIK 0002014454| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | JPM | JPMORGAN CHASE & CO | Financial Services | 1,880.0 | $615K | 0.30% | +128.0 | +7.3% | $327.33 | +8.4% |
| 22 | LLY | ELI LILLY & CO | Healthcare | 492.0 | $590K | 0.29% | +4.0 | +0.8% | $1199.43 | -3.3% |
| 23 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,801.0 | $457K | 0.22% | +77.0 | +4.5% | $253.97 | +6.8% |
| 24 | V | VISA INC | Financial Services | 1,115.0 | $383K | 0.19% | +111.0 | +11.1% | $343.09 | +8.6% |
| 25 | ABBV | ABBVIE INC | Healthcare | 1,311.0 | $330K | 0.16% | +175.0 | +15.4% | $251.64 | +3.3% |
| 26 | XOM | EXXON MOBIL CORP | Energy | 2,202.0 | $301K | 0.15% | +66.0 | +3.1% | $136.72 | +20.4% |
| 27 | GE | GE AEROSPACE | Industrials | 755.0 | $282K | 0.14% | +40.0 | +5.6% | $373.73 | -11.4% |
| 28 | IAU | ISHARES GOLD TR | Financial Services | 3,708.0 | $280K | 0.14% | +335.0 | +9.9% | $75.51 | +7.7% |
| 29 | ORCL | ORACLE CORP | Technology | 1,860.0 | $273K | 0.13% | +176.0 | +10.4% | $146.55 | -3.6% |
| 30 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 291.0 | $272K | 0.13% | +9.0 | +3.2% | $935.47 | +0.5% |
| 31 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,475.0 | $267K | 0.13% | +165.0 | +12.6% | $180.91 | +3.4% |
| 32 | RTX | RTX CORPORATION | Industrials | 1,352.0 | $257K | 0.12% | +16.0 | +1.2% | $189.73 | +8.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
50.7%
Financial Services
15.1%
Consumer Defensive
8.0%
Consumer Cyclical
8.0%
Communication Services
7.6%
Healthcare
6.5%
Industrials
2.1%
Energy
1.2%
Utilities
0.8%