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 |
iShares Russell 2000 ETF
IWM
|
+$1.69B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.41B |
| 3 |
Nike
NKE
|
+$1.01B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$877M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$820M |
Top Sells
| 1 |
TC Energy
TRP
|
+$1.15B |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$965M |
| 3 |
UnitedHealth
UNH
|
+$598M |
| 4 |
Mastercard
MA
|
+$534M |
| 5 |
Broadcom
AVGO
|
+$494M |
Sector Composition
| 1 | Technology | 21.39% |
| 2 | Financials | 11.42% |
| 3 | Consumer Discretionary | 8.68% |
| 4 | Healthcare | 8.63% |
| 5 | Industrials | 6.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4601
Inovio Pharmaceuticals
INO
$122M
| $213K | ﹤0.01% |
130,534
-159,902
| -55% | -$261K |
|
4602
Landmark Bancorp
LARK
$157M
| $213K | ﹤0.01% |
+7,808
| New | +$213K |
|
|
INZY
4603
DELISTED
Inozyme Pharma
INZY
| $213K | ﹤0.01% |
233,561
-19,161
| -8% | -$17.4K |
|
|
SWP
4604
SWP Growth & Income ETF
SWP
$104M
| $212K | ﹤0.01% |
+8,685
| New | +$212K |
|
|
LPA
4605
Logistic Properties of the Americas
LPA
$199M
| $212K | ﹤0.01% |
23,762
+4,645
| +24% | +$41.4K |
|
4606
Forge Global Holdings
FRGE
$236M
| $212K | ﹤0.01% |
25,149
-10,021
| -28% | -$84.5K |
|
4607
TMC The Metals Company
TMC
$2.35B
| $211K | ﹤0.01% |
+122,684
| New | +$211K |
|
4608
DLH Holdings
DLHC
$80.7M
| $209K | ﹤0.01% |
51,502
-6,787
| -12% | -$27.5K |
|
4609
Orchestra BioMed
OBIO
$132M
| $209K | ﹤0.01% |
48,729
-13,408
| -22% | -$57.4K |
|
4610
Sky Harbour Group
SKYH
$341M
| $209K | ﹤0.01% |
16,028
-25,648
| -62% | -$334K |
|
4611
American Century US Quality Growth ETF
QGRO
$2.01B
| $208K | ﹤0.01% |
2,225
-11,120
| -83% | -$1.04M |
|
4612
Strategy Shares Newfound/ReSolve Robust Momentum ETF
ROMO
$28.5M
| $208K | ﹤0.01% |
6,840
| – | – |
|
4613
Cartesian Therapeutics
RNAC
$245M
| $208K | ﹤0.01% |
15,775
-11,750
| -43% | -$155K |
|
4614
TAT Technologies
TATT
$532M
| $207K | ﹤0.01% |
+7,537
| New | +$207K |
|
4615
Principal Exchange-Traded Funds Principal Quality ETF
PSET
$53.5M
| $206K | ﹤0.01% |
3,124
| – | – |
|
4616
Foghorn Therapeutics
FHTX
$284M
| $206K | ﹤0.01% |
56,332
-18,324
| -25% | -$66.9K |
|
4617
Strawberry Fields REIT
STRW
$160M
| $205K | ﹤0.01% |
17,182
+2,104
| +14% | +$25.1K |
|
4618
Destination XL Group
DXLG
$74.4M
| $204K | ﹤0.01% |
139,799
-27,506
| -16% | -$40.2K |
|
4619
Civeo
CVEO
$285M
| $204K | ﹤0.01% |
+8,858
| New | +$204K |
|
4620
Sanara MedTech
SMTI
$293M
| $203K | ﹤0.01% |
6,581
-5,751
| -47% | -$178K |
|
4621
BlackRock Science and Technology Trust
BST
$1.43B
| $203K | ﹤0.01% |
6,147
+600
| +11% | +$19.8K |
|
4622
Dimensional US Marketwide Value ETF
DFUV
$12.2B
| $202K | ﹤0.01% |
+4,901
| New | +$202K |
|
4623
Mersana Therapeutics
MRSN
$36.2M
| $202K | ﹤0.01% |
23,466
-8,629
| -27% | -$74.3K |
|
|
UPB
4624
Upstream Bio Inc
UPB
$883M
| $202K | ﹤0.01% |
32,955
-11,535
| -26% | -$70.6K |
|
4625
Kyverna Therapeutics
KYTX
$251M
| $202K | ﹤0.01% |
104,460
-9,014
| -8% | -$17.4K |
|