Goldman Sachs Portfolio holdings
Goldman Sachs, founded in 1869 by Marcus Goldman and later joined by Samuel Sachs, is a premier global investment bank headquartered in New York City, renowned for its influential role in financial markets. The firm provides a wide range of services, including investment banking (mergers, acquisitions, and underwriting), securities trading, asset management, and consumer banking through its Marcus platform, catering to corporations, governments, institutions, and high-net-worth individuals. Known for its elite status on Wall Street, Goldman Sachs has a history of navigating major economic events, from the Great Depression to the 2008 financial crisis, where it played a controversial yet pivotal role. With a strong emphasis on innovation and a global footprint, it manages billions in assets and remains a powerhouse in shaping economic policy and market trends.
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
+$1.21B |
| 2 |
Apple
AAPL
|
+$1.14B |
| 3 |
Broadcom
AVGO
|
+$923M |
| 4 |
UnitedHealth
UNH
|
+$834M |
| 5 |
iShares Bitcoin Trust
IBIT
|
+$600M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
+$1.36B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$1.25B |
| 3 |
Royal Bank of Canada
RY
|
+$1.12B |
| 4 |
TC Energy
TRP
|
+$1.09B |
| 5 |
Amazon
AMZN
|
+$1.04B |
Sector Composition
| 1 | Technology | 23.69% |
| 2 | Financials | 10.57% |
| 3 | Consumer Discretionary | 8.71% |
| 4 | Healthcare | 8.14% |
| 5 | Communication Services | 6.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
FVR
3801
FrontView REIT, Inc.
FVR
$280M
| $1.14M | ﹤0.01% |
+62,879
| New | +$1.14M |
|
3802
ALPS O'Shares US Quality Dividend ETF
OUSA
$826M
| $1.14M | ﹤0.01% |
21,431
-252,870
| -92% | -$13.4M |
|
3803
Southern California Bancorp
BCAL
$559M
| $1.14M | ﹤0.01% |
68,809
+19,668
| +40% | +$325K |
|
3804
8x8 Inc
EGHT
$286M
| $1.14M | ﹤0.01% |
425,358
-76,993
| -15% | -$206K |
|
|
VZLA
3805
Vizsla Silver
VZLA
$1.32B
| $1.14M | ﹤0.01% |
+664,045
| New | +$1.14M |
|
|
BIOA
3806
BioAge Labs, Inc. Common Stock
BIOA
$172M
| $1.13M | ﹤0.01% |
195,967
+87,351
| +80% | +$506K |
|
3807
Anika Therapeutics
ANIK
$125M
| $1.13M | ﹤0.01% |
68,685
-20,042
| -23% | -$330K |
|
3808
Blink Charging
BLNK
$153M
| $1.13M | ﹤0.01% |
811,989
+172,779
| +27% | +$240K |
|
3809
Invesco S&P MidCap 400 GARP ETF
GRPM
$452M
| $1.13M | ﹤0.01% |
10,000
-6,703
| -40% | -$756K |
|
3810
Opus Small Cap Value ETF
OSCV
$650M
| $1.13M | ﹤0.01% |
+30,471
| New | +$1.13M |
|
|
EBTC
3811
DELISTED
Enterprise Bancorp
EBTC
| $1.13M | ﹤0.01% |
28,482
-15,824
| -36% | -$626K |
|
|
TECX
3812
Tectonic Therapeutic, Inc. Common Stock
TECX
$332M
| $1.12M | ﹤0.01% |
+24,310
| New | +$1.12M |
|
3813
Fidelity Fundamental Small-Mid Cap ETF
FFSM
$753M
| $1.12M | ﹤0.01% |
+41,697
| New | +$1.12M |
|
3814
Dorchester Minerals
DMLP
$1.2B
| $1.12M | ﹤0.01% |
33,583
+858
| +3% | +$28.6K |
|
3815
Centuri Holdings
CTRI
$2.04B
| $1.12M | ﹤0.01% |
57,964
+18,508
| +47% | +$357K |
|
3816
Sasol
SSL
$4.46B
| $1.11M | ﹤0.01% |
244,485
+144,345
| +144% | +$658K |
|
|
BCOV
3817
DELISTED
Brightcove, Inc.
BCOV
| $1.11M | ﹤0.01% |
256,232
+113,902
| +80% | +$495K |
|
3818
Richardson Electronics
RELL
$141M
| $1.11M | ﹤0.01% |
79,279
+7,013
| +10% | +$98.4K |
|
3819
Monte Rosa Therapeutics
GLUE
$297M
| $1.11M | ﹤0.01% |
159,874
-18,731
| -10% | -$130K |
|
3820
Innovator US Equity Buffer ETF July
BJUL
$294M
| $1.11M | ﹤0.01% |
24,890
+10,932
| +78% | +$487K |
|
3821
Orange County Bancorp
OBT
$348M
| $1.11M | ﹤0.01% |
39,818
+10,206
| +34% | +$284K |
|
3822
Biote Corp
BTMD
$107M
| $1.11M | ﹤0.01% |
178,823
+74,275
| +71% | +$459K |
|
3823
Jakks Pacific
JAKK
$199M
| $1.1M | ﹤0.01% |
39,217
+18,528
| +90% | +$522K |
|
3824
Investar Holding Corp
ISTR
$223M
| $1.1M | ﹤0.01% |
50,263
+11,953
| +31% | +$262K |
|
3825
Forum Energy Technologies
FET
$320M
| $1.1M | ﹤0.01% |
71,192
-103,839
| -59% | -$1.61M |
|