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 |
TC Energy
TRP
|
+$1.86B |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
+$513M |
| 3 |
Johnson & Johnson
JNJ
|
+$448M |
| 4 |
Mastercard
MA
|
+$431M |
| 5 |
Scotiabank
BNS
|
+$429M |
Top Sells
| 1 |
Tesla
TSLA
|
+$1.84B |
| 2 |
NVIDIA
NVDA
|
+$1.46B |
| 3 |
Visa
V
|
+$1.18B |
| 4 |
Apple
AAPL
|
+$946M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$743M |
Sector Composition
| 1 | Technology | 22.91% |
| 2 | Financials | 10.17% |
| 3 | Healthcare | 8.99% |
| 4 | Consumer Discretionary | 8.83% |
| 5 | Industrials | 6.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4051
Alto Neuroscience
ANRO
$105M
| $521K | ﹤0.01% |
45,537
+31,382
| +222% | +$359K |
|
4052
Oak Valley Bancorp
OVLY
$244M
| $520K | ﹤0.01% |
+19,571
| New | +$520K |
|
4053
SPDR S&P 500 ESG ETF
EFIV
$1.15B
| $520K | ﹤0.01% |
9,319
+354
| +4% | +$19.7K |
|
4054
John Marshall Bancorp
JMSB
$288M
| $520K | ﹤0.01% |
26,264
+15,491
| +144% | +$306K |
|
4055
J. Jill
JILL
$276M
| $519K | ﹤0.01% |
21,049
-36,067
| -63% | -$890K |
|
4056
Zynex
ZYXI
$44.2M
| $519K | ﹤0.01% |
63,575
-19,037
| -23% | -$155K |
|
4057
Lantronix
LTRX
$187M
| $516K | ﹤0.01% |
125,349
+30,153
| +32% | +$124K |
|
4058
Weyco Group
WEYS
$291M
| $513K | ﹤0.01% |
15,082
+7,013
| +87% | +$239K |
|
4059
iShares Global Materials ETF
MXI
$228M
| $513K | ﹤0.01% |
5,505
-4,970
| -47% | -$463K |
|
|
QIPT
4060
Quipt Home Medical
QIPT
$112M
| $512K | ﹤0.01% |
175,372
+70,870
| +68% | +$207K |
|
4061
SPDR FactSet Innovative Technology ETF
XITK
$89.2M
| $512K | ﹤0.01% |
3,310
-1,030
| -24% | -$159K |
|
4062
ProShares Equities for Rising Rates ETF
EQRR
$10M
| $511K | ﹤0.01% |
8,826
+376
| +4% | +$21.8K |
|
4063
Pyxis Oncology
PYXS
$122M
| $511K | ﹤0.01% |
139,132
+21,884
| +19% | +$80.3K |
|
4064
Virco
VIRC
$129M
| $511K | ﹤0.01% |
36,972
-2,609
| -7% | -$36K |
|
4065
Smith Douglas Homes
SDHC
$1.07B
| $509K | ﹤0.01% |
+13,472
| New | +$509K |
|
4066
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$3.47B
| $509K | ﹤0.01% |
+8,928
| New | +$509K |
|
4067
Norwood Financial Corp
NWFL
$247M
| $505K | ﹤0.01% |
+18,303
| New | +$505K |
|
4068
Cognyte Software
CGNT
$695M
| $503K | ﹤0.01% |
74,084
-151
| -0.2% | -$1.03K |
|
4069
PepGen
PEPG
$48.9M
| $503K | ﹤0.01% |
+58,802
| New | +$503K |
|
|
FFNW
4070
DELISTED
First Financial Northwest, Inc
FFNW
| $503K | ﹤0.01% |
22,323
-7,632
| -25% | -$172K |
|
4071
Inspire Corporate Bond ETF
IBD
$411M
| $501K | ﹤0.01% |
+20,809
| New | +$501K |
|
4072
Invesco S&P SmallCap Consumer Discretionary ETF
PSCD
$23.1M
| $501K | ﹤0.01% |
4,515
| – | – |
|
|
LUCK
4073
Lucky Strike Entertainment Corporation
LUCK
$1.41B
| $500K | ﹤0.01% |
42,576
-147,775
| -78% | -$1.73M |
|
4074
Plumas Bancorp
PLBC
$314M
| $498K | ﹤0.01% |
+12,220
| New | +$498K |
|
|
LMBO
4075
Direxion Daily Crypto Industry Bull 2X Shares
LMBO
$6.23M
| $497K | ﹤0.01% |
+24,500
| New | +$497K |
|