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 Core S&P 500 ETF
IVV
|
$958M |
| 2 |
Walmart
WMT
|
$860M |
| 3 |
Pinduoduo
PDD
|
$645M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$637M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$584M |
Top Sells
| 1 |
Microsoft
MSFT
|
$1.51B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$1.37B |
| 3 |
Apple
AAPL
|
$1.18B |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$835M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$650M |
Sector Composition
| 1 | Technology | 20.8% |
| 2 | Financials | 10.05% |
| 3 | Consumer Discretionary | 9.06% |
| 4 | Healthcare | 8.58% |
| 5 | Industrials | 6.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4951
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
| – | – | -18,063 | Closed | -$993K |
|
4952
Nuveen Floating Rate Income Fund
JFR
$1.13B
| – | – | -930,858 | Closed | -$7.65M |
|
4953
John Marshall Bancorp
JMSB
$282M
| – | – | -12,355 | Closed | -$279K |
|
4954
Nuveen Credit Strategies Income Fund
JQC
$754M
| – | – | -186,495 | Closed | -$974K |
|
4955
Invesco KBW Regional Banking ETF
KBWR
$54.1M
| – | – | -4,236 | Closed | -$232K |
|
4956
Direxion Daily S&P Biotech Bull 3X Shares
LABU
$664M
| – | – | -9,741 | Closed | -$1.19M |
|
4957
Lazard
LAZ
$5.39B
| – | – | -425,402 | Closed | -$14.8M |
|
|
LDTC
4958
DELISTED
LeddarTech
LDTC
| – | – | -14,460 | Closed | -$37.1K |
|