Portfolio (Quarterly)
Guide ↗
GOLDEN ROAD ADVISORS LLC
· CIK 0002014454| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | MA | MASTERCARD INCORPORATED | Financial Services | 456.0 | $234K | 0.11% | -35.0 | -7.1% | $513.60 | +13.1% |
| 62 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 228.0 | $231K | 0.11% | NEW | — | $1011.37 | -0.9% |
| 63 | BAC | BANK OF AMER CORP | Financial Services | 4,046.0 | $231K | 0.11% | NEW | — | $56.98 | +8.8% |
| 64 | VIG | VANGUARD SPECIALIZED FUNDS | — | 970.0 | $230K | 0.11% | NEW | — | $236.62 | +1.9% |
| 65 | PANW | PALO ALTO NETWORKS INC | Technology | 612.0 | $209K | 0.10% | NEW | — | $341.02 | +6.2% |
| 66 | KO | COCA COLA CO | Consumer Defensive | 2,538.0 | $206K | 0.10% | NEW | — | $81.27 | +8.3% |
| 67 | 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%