Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: GOLDEN ROAD ADVISORS LLC
  City: TAMPA
  State: FL
  Zip: 33606
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $120,371,000
  Total Value Change : $15,820,000
  Securities Held Change : 2
   
All Securities Held : 37
  New Positions : 3
  Closed Positions : 1
  Increased Positions : 12
  Unchanged Positions : 4
  Decreased Positions : 18

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 4     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VONE)1 Year Chart         VONE Vanguard Russell 1000 Etf 15 - $240.67 $839,000 3,520 0.7% 75,000 0 0.003    N/A
   (OEF)1 Year Chart         OEF iShares S&P 100 Index 16 - $252.41 $809,000 3,268 0.67% 79,000 0 0.007    Closed - End Fund - E...
   (ESGV)1 Year Chart         ESGV Vanguard Esg Us Stock Etf 19 - $0.00 $554,000 5,946 0.46% 48,000 0 0.016    N/A
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 26 - $416.94 $344,000 819 0.29% 52,000 0 0    Property & Casualty I...

      4 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results