The Analysis of GOLDEN ROAD ADVISORS LLC's Holdings
Currently, GOLDEN ROAD ADVISORS LLC holds 53 types of securities in its portfolio with a total value $172.8M. In the most recent quarter, they have increased their positions in VUG (+3.4K shares, valued at $1.6M), AAPL (+6.3K shares, valued at $1.6M), NVDA (+7.1K shares, valued at $1.3M); decreased their positions in VOO (-1.0K shares, valued at $641.8K), VTIP (-7.4K shares, valued at $373.3K), WMT (-2.4K shares, valued at $245.2K); initiated new positions in VGT (+703 shares, valued at $524.9K), VIG (+1.7K shares, valued at $373.5K), IAU (+5.0K shares, valued at $363.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VUG VANGUARD INDEX FDS108.4K shares3.22%2025-09-302025-11-07
VTV VANGUARD INDEX FDS210.7K shares3.46%2025-09-302025-11-07 VB VANGUARD INDEX FDS68.8K shares0.72%2025-09-302025-11-07 VOO VANGUARD INDEX FDS19.6K shares-5.08%2025-09-302025-11-07 VONG VANGUARD SCOTTSDALE FDS51.4K shares2.07%2025-09-302025-11-07 VONV VANGUARD SCOTTSDALE FDS60.5K shares2.37%2025-09-302025-11-07 VEA VANGUARD TAX-MANAGED FDS77.7K shares6.74%2025-09-302025-11-07 AAPL APPLE INC14.7K shares75.19%2025-09-302025-11-07 NVDA NVIDIA CORPORATION20.0K shares54.85%2025-09-302025-11-07 VWO VANGUARD INTL EQUITY INDEX F42.2K shares2.88%2025-09-302025-11-07 MSFT MICROSOFT CORP3.4K shares72.05%2025-09-302025-11-07 IWF ISHARES TR3.4K shares-0.41%2025-09-302025-11-07 RJF RAYMOND JAMES FINL INC8.2K shares-14.28%2025-09-302025-11-07 VTI VANGUARD INDEX FDS4.3K shares-12.03%2025-09-302025-11-07 VONE VANGUARD SCOTTSDALE FDS3.5K shares0.00%2025-09-302025-11-07 VXF VANGUARD INDEX FDS5.0K shares-5.90%2025-09-302025-11-07 VTWO VANGUARD SCOTTSDALE FDS10.1K shares0.34%2025-09-302025-11-07 AMZN AMAZON COM INC4.4K shares23.41%2025-09-302025-11-07 ESGV VANGUARD WORLD FD7.5K shares-1.76%2025-09-302025-11-07 IWD ISHARES TR4.2K shares0.75%2025-09-302025-11-07 AVGO BROADCOM INC2.5K shares9.88%2025-09-302025-11-07 OEF ISHARES TR2.3K shares-11.27%2025-09-302025-11-07 JPM JPMORGAN CHASE & CO.2.3K shares72.56%2025-09-302025-11-07 GOOGL ALPHABET INC3.0K shares18.42%2025-09-302025-11-07 VTIP VANGUARD MALVERN FDS14.1K shares-34.31%2025-09-302025-11-07 IWB ISHARES TR1.9K shares0.00%2025-09-302025-11-07 META META PLATFORMS INC914 shares21.06%2025-09-302025-11-07 GOOG ALPHABET INC2.5K shares18.46%2025-09-302025-11-07 TSLA TESLA INC1.3K shares25.37%2025-09-302025-11-07 IEFA ISHARES TR6.3K shares0.02%2025-09-302025-11-07 BRK.B BERKSHIRE HATHAWAY INC DEL1.0K shares22.74%2025-09-302025-11-07 VGT VANGUARD WORLD FD703 sharesnew addition2025-09-302025-11-07 ORCL ORACLE CORP1.7K shares3.37%2025-09-302025-11-07 PDP INVESCO EXCHANGE TRADED FD T3.4K shares5.60%2025-09-302025-11-07 VIG VANGUARD SPECIALIZED FUNDS1.7K sharesnew addition2025-09-302025-11-07 IAU ISHARES GOLD TR5.0K sharesnew addition2025-09-302025-11-07 EFA ISHARES TR3.5K shares0.00%2025-09-302025-11-07 LLY ELI LILLY & CO431 shares12.83%2025-09-302025-11-07 BIV VANGUARD BD INDEX FDS4.0K shares0.00%2025-09-302025-11-07 JNJ JOHNSON & JOHNSON1.7K sharesnew addition2025-09-302025-11-07 NFLX NETFLIX INC240 shares10.09%2025-09-302025-11-07 V VISA INC839 shares18.00%2025-09-302025-11-07 PG PROCTER AND GAMBLE CO1.8K sharesnew addition2025-09-302025-11-07 MA MASTERCARD INCORPORATED470 shares16.34%2025-09-302025-11-07 WMT WALMART INC2.5K shares-49.05%2025-09-302025-11-07 HD HOME DEPOT INC606 sharesnew addition2025-09-302025-11-07 ABBV ABBVIE INC1.0K sharesnew addition2025-09-302025-11-07 COST COSTCO WHSL CORP NEW257 shares13.22%2025-09-302025-11-07 RTX RTX CORPORATION1.4K sharesnew addition2025-09-302025-11-07 IJH ISHARES TR3.5K sharesnew addition2025-09-302025-11-07 VYM VANGUARD WHITEHALL FDS1.6K sharesnew addition2025-09-302025-11-07 IEMG ISHARES INC3.3K sharesnew addition2025-09-302025-11-07 XOM EXXON MOBIL CORP1.9K sharesnew addition2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available