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 | MU | MICRON TECHNOLOGY INC | Technology | 595.0 | $687K | 0.33% | NEW | — | $1154.29 | -19.1% |
| 2 | MO | ALTRIA GROUP INC | Consumer Defensive | 8,892.0 | $640K | 0.31% | NEW | — | $71.95 | -3.3% |
| 3 | AMAT | APPLIED MATLS INC | Technology | 542.0 | $392K | 0.19% | NEW | — | $723.00 | -38.9% |
| 4 | LRCX | LAM RESEARCH CORP | Technology | 747.0 | $324K | 0.16% | NEW | — | $433.33 | -33.0% |
| 5 | KLAC | KLA CORP | Technology | 1,066.0 | $322K | 0.16% | NEW | — | $301.71 | -43.4% |
| 6 | ZION | ZIONS BANCORPORATION NATL AS | Financial Services | 4,546.0 | $315K | 0.15% | NEW | — | $69.19 | -4.1% |
| 7 | INTC | INTEL CORP | Technology | 2,082.0 | $291K | 0.14% | NEW | — | $139.63 | -36.3% |
| 8 | CSCO | CISCO SYS INC | Technology | 2,228.0 | $262K | 0.13% | NEW | — | $117.46 | -6.6% |
| 9 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 626.0 | $260K | 0.13% | NEW | — | $415.44 | -4.6% |
| 10 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 228.0 | $231K | 0.11% | NEW | — | $1011.37 | -0.9% |
| 11 | BAC | BANK OF AMER CORP | Financial Services | 4,046.0 | $231K | 0.11% | NEW | — | $56.98 | +8.8% |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | — | 970.0 | $230K | 0.11% | NEW | — | $236.62 | +1.9% |
| 13 | PANW | PALO ALTO NETWORKS INC | Technology | 612.0 | $209K | 0.10% | NEW | — | $341.02 | +6.2% |
| 14 | KO | COCA COLA CO | Consumer Defensive | 2,538.0 | $206K | 0.10% | NEW | — | $81.27 | +8.3% |
| 15 | GEV | GE VERNOVA INC | Utilities | 172.0 | $202K | 0.10% | NEW | — | $1174.86 | -23.5% |
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%