Portfolio (Quarterly)
Guide ↗
GOLDEN ROAD ADVISORS LLC
· CIK 0002014454| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | RJF | RAYMOND JAMES FINL INC | Financial Services | 10,061.0 | $1.5M | 0.84% | NEW | — | $144.80 | +5.1% |
| 2 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,078.0 | $304K | 0.17% | NEW | — | $146.28 | -6.6% |
| 3 | IAU | ISHARES GOLD TR | Financial Services | 3,373.0 | $297K | 0.17% | NEW | — | $88.16 | -3.8% |
| 4 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,310.0 | $217K | 0.12% | NEW | — | $165.34 | +9.8% |
| 5 | GE | GE AEROSPACE | Industrials | 715.0 | $203K | 0.12% | NEW | — | $283.77 | +10.8% |
| 6 | AMD | ADVANCED MICRO DEVICES INC | Technology | 988.0 | $201K | 0.12% | NEW | — | $203.43 | +147.7% |
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
44.6%
Financial Services
15.4%
Communication Services
14.2%
Consumer Cyclical
8.7%
Consumer Defensive
6.5%
Healthcare
6.1%
Industrials
2.5%
Energy
2.0%