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 | |
|---|---|---|---|---|---|---|
4401
United Security Bancshares
UBFO
$167M
| $366K | ﹤0.01% |
36,239
+20,054
| +124% | +$203K |
|
4402
First National Corp
FXNC
$211M
| $364K | ﹤0.01% |
+15,813
| New | +$364K |
|
4403
Zura Bio
ZURA
$131M
| $360K | ﹤0.01% |
144,083
+46,709
| +48% | +$117K |
|
4404
Caesarstone
CSTE
$49.8M
| $360K | ﹤0.01% |
84,745
+13,015
| +18% | +$55.3K |
|
|
PAL
4405
Proficient Auto Logistics
PAL
$215M
| $358K | ﹤0.01% |
44,313
+16,596
| +60% | +$134K |
|
4406
FT Vest Buffered Allocation Defensive ETF
BUFT
$128M
| $356K | ﹤0.01% |
+15,862
| New | +$356K |
|
4407
Angi Inc
ANGI
$797M
| $356K | ﹤0.01% |
21,423
+10,558
| +97% | +$175K |
|
|
CLPR
4408
Clipper Realty
CLPR
$70.6M
| $354K | ﹤0.01% |
77,387
+15,057
| +24% | +$69K |
|
4409
Inotiv
NOTV
$49.5M
| $354K | ﹤0.01% |
+85,604
| New | +$354K |
|
4410
Foghorn Therapeutics
FHTX
$298M
| $352K | ﹤0.01% |
74,656
+29,099
| +64% | +$137K |
|
4411
Kezar Life Sciences
KZR
$29.1M
| $351K | ﹤0.01% |
52,272
+22,495
| +76% | +$151K |
|
4412
Invesco Active US Real Estate Fund
PSR
$55.4M
| $351K | ﹤0.01% |
3,889
| – | – |
|
4413
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.08B
| $351K | ﹤0.01% |
14,854
| – | – |
|
4414
Ituran Location and Control
ITRN
$699M
| $350K | ﹤0.01% |
11,249
-5,376
| -32% | -$167K |
|
4415
X4 Pharmaceuticals
XFOR
$74.1M
| $350K | ﹤0.01% |
15,921
+6,168
| +63% | +$136K |
|
4416
United States Natural Gas Fund
UNG
$576M
| $350K | ﹤0.01% |
20,818
-179,200
| -90% | -$3.01M |
|
|
HIVE
4417
HIVE Digital Technologies
HIVE
$776M
| $347K | ﹤0.01% |
121,654
+63,828
| +110% | +$182K |
|
4418
Universal Electronics
UEIC
$64M
| $346K | ﹤0.01% |
31,448
+4,234
| +16% | +$46.6K |
|
|
AEVA
4419
Aeva Technologies
AEVA
$893M
| $346K | ﹤0.01% |
72,737
+16,288
| +29% | +$77.4K |
|
4420
iShares ESG Advanced Total USD Bond Market ETF
EUSB
$755M
| $345K | ﹤0.01% |
8,132
+512
| +7% | +$21.8K |
|
|
ZBIO
4421
Zenas BioPharma, Inc. Common Stock
ZBIO
$849M
| $345K | ﹤0.01% |
42,174
-90,226
| -68% | -$739K |
|
4422
LivePerson
LPSN
$91.8M
| $345K | ﹤0.01% |
227,072
+107,587
| +90% | +$164K |
|
4423
iShares ESG Optimized MSCI USA ETF
SUSA
$3.64B
| $345K | ﹤0.01% |
2,836
-265
| -9% | -$32.2K |
|
4424
McEwen Inc.
MUX
$747M
| $344K | ﹤0.01% |
44,220
+6,620
| +18% | +$51.5K |
|
|
GRVY
4425
GRAVITY
GRVY
$448M
| $344K | ﹤0.01% |
+5,450
| New | +$344K |
|