Golden Road Advisors LLC Top Holdings and 13F Report (2024) About Golden Road Advisors LLCInvestment ActivityGolden Road Advisors LLC has $127.68 million in total holdings as of September 30, 2024.Golden Road Advisors LLC owns shares of 38 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 2.43% of the portfolio was purchased this quarter.About 0.70% of the portfolio was sold this quarter.This quarter, Golden Road Advisors LLC has purchased 36 new stocks and bought additional shares in 16 stocks.Golden Road Advisors LLC sold shares of 17 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Growth ETF $37,004,426Vanguard Value ETF $31,459,236Vanguard Small-Cap ETF $15,080,657Vanguard S&P 500 ETF $9,898,870Vanguard Russell 1000 Value $4,359,492 Largest New Holdings this Quarter Walmart $362,981 HoldingJohnson & Johnson $213,919 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 1,368 shares (about $721.84K)Vanguard Small-Cap ETF 1,862 shares (about $441.68K)Broadcom 2,165 shares (about $373.46K)Walmart 4,495 shares (about $362.98K)Vanguard Value ETF 1,499 shares (about $261.68K) Largest Sales this Quarter Vanguard Growth ETF 924 shares (about $354.75K)UnitedHealth Group 231 shares (about $135.06K)Vanguard Short-Term Inflation-Protected Securities ETF 2,440 shares (about $120.32K)Microsoft 189 shares (about $81.33K)Vanguard Russell 1000 Growth ETF 500 shares (about $48.26K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGolden Road Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$37,004,426$354,752 ▼-0.9%96,38329.0%ETFVTVVanguard Value ETF$31,459,236$261,679 ▲0.8%180,21124.6%ETFVBVanguard Small-Cap ETF$15,080,657$441,679 ▲3.0%63,57611.8%ETFVOOVanguard S&P 500 ETF$9,898,870$721,837 ▲7.9%18,7607.8%ETFVONVVanguard Russell 1000 Value$4,359,492$12,083 ▲0.3%52,3163.4%ETFVONGVanguard Russell 1000 Growth ETF$4,214,063$48,260 ▼-1.1%43,6603.3%ETFVEAVanguard FTSE Developed Markets ETF$3,392,757$34,749 ▲1.0%64,2452.7%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,987,440$120,316 ▼-5.7%40,3051.6%ManufacturingAAPLApple$1,899,649$42,173 ▼-2.2%8,1531.5%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$1,778,456$62,828 ▲3.7%37,1671.4%ETFNVDANVIDIA$1,529,780$6,801 ▲0.4%12,5971.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,338,980$11,637 ▼-0.9%3,5671.0%ETFVTWOVanguard Russell 2000 ETF$1,152,476$24,395 ▲2.2%12,8970.9%ETFVTIVanguard Total Stock Market ETF$935,277$152,340 ▲19.5%3,3030.7%ETFVONEVanguard Russell 1000$915,4460.0%3,5200.7%ETFOEFiShares S&P 100 ETF$904,4520.0%3,2680.7%ETFBIVVanguard Intermediate-Term Bond ETF$856,114$163,558 ▲23.6%10,9240.7%ETFVXFVanguard Extended Market ETF$795,265$208,006 ▲35.4%4,3700.6%ETFMSFTMicrosoft$777,982$81,327 ▼-9.5%1,8080.6%Computer and TechnologyIWDiShares Russell 1000 Value ETF$766,033$190 ▼0.0%4,0360.6%ETFESGVVanguard ESG US Stock ETF$604,4110.0%5,9460.5%ETFIWBiShares Russell 1000 ETF$591,368$5,345 ▼-0.9%1,8810.5%ETFAMZNAmazon.com$580,418$51,613 ▲9.8%3,1150.5%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$422,407$10,381 ▲2.5%5,4120.3%ETFAVGOBroadcom$415,208$373,463 ▲894.6%2,4070.3%Computer and TechnologyMETAMeta Platforms$406,432$9,731 ▼-2.3%7100.3%Computer and TechnologyGOOGLAlphabet$378,470$17,912 ▼-4.5%2,2820.3%Computer and TechnologyBRK.BBerkshire Hathaway$367,748$23,013 ▼-5.9%7990.3%FinanceWMTWalmart$362,981$362,981 ▲New Holding4,4950.3%Retail/WholesaleGOOGAlphabet$356,951$2,842 ▲0.8%2,1350.3%Computer and TechnologyPDPInvesco Dorsey Wright Momentum ETF$334,046$26,228 ▼-7.3%3,2350.3%ETFORCLOracle$312,343$3,919 ▼-1.2%1,8330.2%Computer and TechnologyLLYEli Lilly and Company$310,965$886 ▼-0.3%3510.2%MedicalJPMJPMorgan Chase & Co.$273,696$843 ▼-0.3%1,2980.2%FinanceTSLATesla$251,165$11,250 ▼-4.3%9600.2%Auto/Tires/TrucksUNHUnitedHealth Group$232,118$135,061 ▼-36.8%3970.2%MedicalCOSTCostco Wholesale$221,630$2,660 ▲1.2%2500.2%Retail/WholesaleJNJJohnson & Johnson$213,919$213,919 ▲New Holding1,3200.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
