Sponsored
The Analysis of Golden Reserve Retirement LLC's Holdings & P&L
Currently, Golden Reserve Retirement LLC holds 112 types of securities in its portfolio with a total value $634.9M. In the most recent quarter, they have increased their positions in SCHG (+188.3K shares, valued at $6.4M), AAPL (+22.0K shares, valued at $6.4M), N/A (+13.2K shares, valued at $4.9M); decreased their positions in AMD (-19 shares, valued at $11.0K); initiated new positions in MAYT (+80.8K shares, valued at $3.2M), JUNW (+70.4K shares, valued at $2.4M), SIXD (+65.3K shares, valued at $2.0M).
1M P&L
+4.1M+0.88%
3M P&L
+23.5M+5.32%
HY P&L
+80.8M+20.98%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A380.4M
82.2%
2Semiconductors13.1M
2.8%
3Consumer Electronics10.2M
2.2%
Top Industries by Stock Count
1N/A28 stocks
30.4%
2Semiconductors6 stocks
6.5%
3Drug Manufacturers - General4 stocks
4.3%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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VANGUARD INDEX FDS
3.32%VANGUARD INDEX FDS
Shares410.5K
Event2026-06-30
Filed2026-08-04
SCHG
4.64%SCHWAB STRATEGIC TR
Shares4.2M
Event2026-06-30
Filed2026-08-04
QQQ
0.86%INVESCO QQQ TR
Shares109.1K
Event2026-06-30
Filed2026-08-04
SCHD
2.26%SCHWAB STRATEGIC TR
Shares2.3M
Event2026-06-30
Filed2026-08-04
SCHA
1.72%SCHWAB STRATEGIC TR
Shares1.5M
Event2026-06-30
Filed2026-08-04
AAPL
166.07%APPLE INC
Shares35.2K
Event2026-06-30
Filed2026-08-04
NVDA
77.51%NVIDIA CORPORATION
Shares39.7K
Event2026-06-30
Filed2026-08-04
MSFT
108.16%MICROSOFT CORP
Shares14.2K
Event2026-06-30
Filed2026-08-04
AMZN
83.07%AMAZON COM INC
Shares17.5K
Event2026-06-30
Filed2026-08-04
GOOGL
90.78%ALPHABET INC
Shares10.3K
Event2026-06-30
Filed2026-08-04
MAYT
NewAIM ETF PRODUCTS TRUST
Shares80.8K
Event2026-06-30
Filed2026-08-04
BROADCOM INC
79.27%BROADCOM INC
Shares8.3K
Event2026-06-30
Filed2026-08-04
GOOG
69.28%ALPHABET INC
Shares8.4K
Event2026-06-30
Filed2026-08-04
LLY
264.91%ELI LILLY & CO
Shares2.4K
Event2026-06-30
Filed2026-08-04
JUNW
NewAIM ETF PRODUCTS TRUST
Shares70.4K
Event2026-06-30
Filed2026-08-04
META PLATFORMS INC
92.05%META PLATFORMS INC
Shares3.9K
Event2026-06-30
Filed2026-08-04
JPMORGAN CHASE & CO
113.88%JPMORGAN CHASE & CO
Shares6.7K
Event2026-06-30
Filed2026-08-04
ZROZ
73.28%PIMCO ETF TR
Shares32.1K
Event2026-06-30
Filed2026-08-04
TSLA
92.70%TESLA INC
Shares4.8K
Event2026-06-30
Filed2026-08-04
SIXD
NewAIM ETF PRODUCTS TRUST
Shares65.3K
Event2026-06-30
Filed2026-08-04
BRK.B
114.78%BERKSHIRE HATHAWAY INC DEL
Shares4.0K
Event2026-06-30
Filed2026-08-04
JNJ
151.39%JOHNSON & JOHNSON
Shares6.8K
Event2026-06-30
Filed2026-08-04
MU
25.39%MICRON TECHNOLOGY INC
Shares1.4K
Event2026-06-30
Filed2026-08-04
BSCX
40.12%INVESCO EXCH TRD SLF IDX FD
Shares70.3K
Event2026-06-30
Filed2026-08-04
EXXON MOBIL CORP
166.42%EXXON MOBIL CORP
Shares10.8K
Event2026-06-30
Filed2026-08-04
BSCY
38.66%INVESCO EXCH TRD SLF IDX FD
Shares71.5K
Event2026-06-30
Filed2026-08-04
BSCV
38.61%INVESCO EXCH TRD SLF IDX FD
Shares89.7K
Event2026-06-30
Filed2026-08-04
APPLIED MATLS INC
144.65%APPLIED MATLS INC
Shares2.0K
Event2026-06-30
Filed2026-08-04
BSCW
36.07%INVESCO EXCH TRD SLF IDX FD
Shares70.8K
Event2026-06-30
Filed2026-08-04
BSCZ
37.37%INVESCO EXCH TRD SLF IDX FD
Shares70.9K
Event2026-06-30
Filed2026-08-04
BSCU
35.68%INVESCO EXCH TRD SLF IDX FD
Shares86.3K
Event2026-06-30
Filed2026-08-04
BAC
96.05%BANK OF AMER CORP
Shares22.0K
Event2026-06-30
Filed2026-08-04
WMT
113.01%WALMART INC
Shares11.0K
Event2026-06-30
Filed2026-08-04
LRCX
47.94%LAM RESEARCH CORP
Shares2.8K
Event2026-06-30
Filed2026-08-04
TUA
92.98%SIMPLIFY EXCHANGE TRADED FUN
Shares58.6K
Event2026-06-30
Filed2026-08-04
VISA INC
89.36%VISA INC
Shares3.5K
Event2026-06-30
Filed2026-08-04
CAT
122.31%CATERPILLAR INC
Shares1.1K
Event2026-06-30
Filed2026-08-04
INTC
64.87%INTEL CORP
Shares8.1K
Event2026-06-30
Filed2026-08-04
ONEZ
95.72%ELEVATION SERIES TRUST
Shares40.5K
Event2026-06-30
Filed2026-08-04
AMD
-0.99%ADVANCED MICRO DEVICES INC
Shares1.9K
Event2026-06-30
Filed2026-08-04
GE
145.40%GE AEROSPACE
Shares2.9K
Event2026-06-30
Filed2026-08-04
CVX
111.57%CHEVRON CORPORATION
Shares6.4K
Event2026-06-30
Filed2026-08-04
HD
130.49%HOME DEPOT INC
Shares2.9K
Event2026-06-30
Filed2026-08-04
CISCO SYS INC
48.21%CISCO SYS INC
Shares8.4K
Event2026-06-30
Filed2026-08-04
GS
67.66%GOLDMAN SACHS GROUP INC
Shares959
Event2026-06-30
Filed2026-08-04
COSTCO WHOLESALE CORPORATION
133.94%COSTCO WHOLESALE CORPORATION
Shares1.0K
Event2026-06-30
Filed2026-08-04
APH
161.25%AMPHENOL CORP
Shares5.4K
Event2026-06-30
Filed2026-08-04
KO
98.08%COCA COLA CO
Shares11.4K
Event2026-06-30
Filed2026-08-04
ABBVIE INC
102.19%ABBVIE INC
Shares3.7K
Event2026-06-30
Filed2026-08-04
BSCT
38.13%INVESCO EXCH TRD SLF IDX FD
Shares48.0K
Event2026-06-30
Filed2026-08-04
HYS
34.16%PIMCO ETF TR
Shares9.4K
Event2026-06-30
Filed2026-08-04
IBHF
35.14%ISHARES TR
Shares38.5K
Event2026-06-30
Filed2026-08-04
MASTERCARD INCORPORATED
102.11%MASTERCARD INCORPORATED
Shares1.6K
Event2026-06-30
Filed2026-08-04
MS
57.39%MORGAN STANLEY
Shares4.0K
Event2026-06-30
Filed2026-08-04
ABT
155.18%ABBOTT LABORATORIES
Shares9.1K
Event2026-06-30
Filed2026-08-04
PG
92.24%PROCTER & GAMBLE CO
Shares5.6K
Event2026-06-30
Filed2026-08-04
MCD
68.85%MCDONALDS CORP
Shares2.9K
Event2026-06-30
Filed2026-08-04
C
83.21%CITIGROUP INC
Shares5.6K
Event2026-06-30
Filed2026-08-04
UNITEDHEALTH GROUP INC
72.31%UNITEDHEALTH GROUP INC
Shares1.9K
Event2026-06-30
Filed2026-08-04
MCO
100.70%MOODYS CORP
Shares1.7K
Event2026-06-30
Filed2026-08-04
KLAC
NewKLA CORP
Shares2.5K
Event2026-06-30
Filed2026-08-04
RTX CORPORATION
173.84%RTX CORPORATION
Shares4.0K
Event2026-06-30
Filed2026-08-04
PH
211.29%PARKER-HANNIFIN CORP
Shares772
Event2026-06-30
Filed2026-08-04
SPG
NewSIMON PPTY GROUP INC NEW
Shares3.3K
Event2026-06-30
Filed2026-08-04
UNP
136.75%UNION PAC CORP
Shares2.7K
Event2026-06-30
Filed2026-08-04
TXN
84.63%TEXAS INSTRS INC
Shares2.4K
Event2026-06-30
Filed2026-08-04
CSX
NewCSX CORP
Shares15.1K
Event2026-06-30
Filed2026-08-04
LIN
98.98%LINDE PLC
Shares1.4K
Event2026-06-30
Filed2026-08-04
JUNT
NewAIM ETF PRODUCTS TRUST
Shares18.6K
Event2026-06-30
Filed2026-08-04
NETFLIX INC.
188.59%NETFLIX INC.
Shares9.8K
Event2026-06-30
Filed2026-08-04
PM
107.05%PHILIP MORRIS INTL INC
Shares3.8K
Event2026-06-30
Filed2026-08-04
NEXTERA ENERGY INC
198.15%NEXTERA ENERGY INC
Shares7.6K
Event2026-06-30
Filed2026-08-04
PEP
68.58%PEPSICO INC
Shares4.9K
Event2026-06-30
Filed2026-08-04
WFC
87.20%WELLS FARGO & CO
Shares7.9K
Event2026-06-30
Filed2026-08-04
MRK
91.50%MERCK & CO INC
Shares5.0K
Event2026-06-30
Filed2026-08-04
BLK
54.86%BLACKROCK INC
Shares669
Event2026-06-30
Filed2026-08-04
PNC
83.63%PNC FINL SVCS GROUP INC
Shares2.6K
Event2026-06-30
Filed2026-08-04
UPS
155.76%UNITED PARCEL SVCS INC
Shares5.9K
Event2026-06-30
Filed2026-08-04
TMO
88.68%THERMO FISHER SCIENTIFIC INC
Shares1.2K
Event2026-06-30
Filed2026-08-04
TJX
NewTJX COS INC NEW
Shares4.0K
Event2026-06-30
Filed2026-08-04
COP
NewCONOCOPHILLIPS
Shares5.8K
Event2026-06-30
Filed2026-08-04
VOO
27.22%VANGUARD INDEX FDS
Shares874
Event2026-06-30
Filed2026-08-04
LOW
113.40%LOWES COS INC
Shares2.7K
Event2026-06-30
Filed2026-08-04
BILZ
NewPIMCO ETF TR
Shares5.9K
Event2026-06-30
Filed2026-08-04
DIS
94.57%DISNEY WALT CO
Shares6.1K
Event2026-06-30
Filed2026-08-04
ADI
NewANALOG DEVICES INC
Shares1.5K
Event2026-06-30
Filed2026-08-04
GILD
202.54%GILEAD SCIENCES INC
Shares4.5K
Event2026-06-30
Filed2026-08-04
ISRG
193.46%INTUITIVE SURGICAL INC
Shares1.4K
Event2026-06-30
Filed2026-08-04
AXP
46.78%AMERICAN EXPRESS CO
Shares1.6K
Event2026-06-30
Filed2026-08-04
ETN
NewEATON CORP PLC
Shares1.2K
Event2026-06-30
Filed2026-08-04
IBM
39.31%INTERNATIONAL BUSINESS MACHS
Shares1.9K
Event2026-06-30
Filed2026-08-04
S&P GLOBAL INC
48.59%S&P GLOBAL INC
Shares1.2K
Event2026-06-30
Filed2026-08-04
PALANTIR TECHNOLOGIES INC
57.79%PALANTIR TECHNOLOGIES INC
Shares4.2K
Event2026-06-30
Filed2026-08-04
CTAS
NewCINTAS CORP
Shares2.9K
Event2026-06-30
Filed2026-08-04
TMUS
122.99%T-MOBILE US INC
Shares2.8K
Event2026-06-30
Filed2026-08-04
VZ
NewVERIZON COMMUNICATIONS INC
Shares11.2K
Event2026-06-30
Filed2026-08-04
T
148.82%AT&T INC
Shares22.5K
Event2026-06-30
Filed2026-08-04
ORACLE CORP
44.88%ORACLE CORP
Shares3.1K
Event2026-06-30
Filed2026-08-04
ICE
NewINTERCONTINENTAL EXCHANGE IN
Shares3.6K
Event2026-06-30
Filed2026-08-04
GEV
NewGE VERNOVA INC
Shares371
Event2026-06-30
Filed2026-08-04
VIG
NewVANGUARD SPECIALIZED FUNDS
Shares1.6K
Event2026-06-30
Filed2026-08-04
BWA
NewBORGWARNER INC
Shares5.0K
Event2026-06-30
Filed2026-08-04
MCK
NewMCKESSON CORP
Shares399
Event2026-06-30
Filed2026-08-04
SPYV
NewSPDR SERIES TRUST
Shares4.9K
Event2026-06-30
Filed2026-08-04
HONEYWELL INTL INC
NewHONEYWELL INTL INC
Shares1.3K
Event2026-06-30
Filed2026-08-04
HONEYWELL AEROSPACE INC
NewHONEYWELL AEROSPACE INC
Shares1.3K
Event2026-06-30
Filed2026-08-04
SPYG
NewSPDR SERIES TRUST
Shares2.3K
Event2026-06-30
Filed2026-08-04
F
NewFORD MTR CO
Shares18.3K
Event2026-06-30
Filed2026-08-04
UMAR
0.00%INNOVATOR ETFS TRUST
Shares5.9K
Event2026-06-30
Filed2026-08-04
VEU
NewVANGUARD INTL EQUITY INDEX F
Shares2.8K
Event2026-06-30
Filed2026-08-04
VEA
NewVANGUARD TAX-MANAGED FDS
Shares3.1K
Event2026-06-30
Filed2026-08-04
ASML
NewASML HLDG NV
Shares108
Event2026-06-30
Filed2026-08-04
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available