Portfolio (Quarterly)
Guide ↗
GOLDEN ROAD ADVISORS LLC
· CIK 0002014454| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | AMAT | APPLIED MATLS INC | Technology | 542.0 | $392K | 0.19% | NEW | — | $723.00 | -38.9% |
| 42 | V | VISA INC | Financial Services | 1,115.0 | $383K | 0.19% | +111.0 | +11.1% | $343.09 | +8.6% |
| 43 | EFA | ISHARES TR | — | 3,542.0 | $368K | 0.18% | — | — | $103.88 | +2.5% |
| 44 | ABBV | ABBVIE INC | Healthcare | 1,311.0 | $330K | 0.16% | +175.0 | +15.4% | $251.64 | +3.3% |
| 45 | LRCX | LAM RESEARCH CORP | Technology | 747.0 | $324K | 0.16% | NEW | — | $433.33 | -33.0% |
| 46 | KLAC | KLA CORP | Technology | 1,066.0 | $322K | 0.16% | NEW | — | $301.71 | -43.4% |
| 47 | ZION | ZIONS BANCORPORATION NATL AS | Financial Services | 4,546.0 | $315K | 0.15% | NEW | — | $69.19 | -4.1% |
| 48 | XOM | EXXON MOBIL CORP | Energy | 2,202.0 | $301K | 0.15% | +66.0 | +3.1% | $136.72 | +20.4% |
| 49 | INTC | INTEL CORP | Technology | 2,082.0 | $291K | 0.14% | NEW | — | $139.63 | -36.3% |
| 50 | IEMG | ISHARES INC | — | 3,469.0 | $287K | 0.14% | -31.0 | -0.9% | $82.84 | -1.7% |
| 51 | GE | GE AEROSPACE | Industrials | 755.0 | $282K | 0.14% | +40.0 | +5.6% | $373.73 | -11.4% |
| 52 | IAU | ISHARES GOLD TR | Financial Services | 3,708.0 | $280K | 0.14% | +335.0 | +9.9% | $75.51 | +7.7% |
| 53 | ORCL | ORACLE CORP | Technology | 1,860.0 | $273K | 0.13% | +176.0 | +10.4% | $146.55 | -3.6% |
| 54 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 291.0 | $272K | 0.13% | +9.0 | +3.2% | $935.47 | +0.5% |
| 55 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,475.0 | $267K | 0.13% | +165.0 | +12.6% | $180.91 | +3.4% |
| 56 | CSCO | CISCO SYS INC | Technology | 2,228.0 | $262K | 0.13% | NEW | — | $117.46 | -6.6% |
| 57 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 626.0 | $260K | 0.13% | NEW | — | $415.44 | -4.6% |
| 58 | RTX | RTX CORPORATION | Industrials | 1,352.0 | $257K | 0.12% | +16.0 | +1.2% | $189.73 | +8.1% |
| 59 | IJH | ISHARES TR | — | 3,153.0 | $243K | 0.12% | -16.0 | -0.5% | $77.11 | -3.3% |
| 60 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,046.0 | $239K | 0.12% | -32.0 | -1.5% | $116.67 | +54.2% |
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%