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 |
Alphabet (Google) Class A
GOOGL
|
$919M |
| 2 |
Tesla
TSLA
|
$840M |
| 3 |
Visa
V
|
$540M |
| 4 |
Amazon
AMZN
|
$522M |
| 5 |
Broadcom
AVGO
|
$449M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$1.26B |
| 2 |
Apple
AAPL
|
$1.02B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$958M |
| 4 |
Microsoft
MSFT
|
$904M |
| 5 |
Privia Health
PRVA
|
$648M |
Sector Composition
| 1 | Technology | 20.52% |
| 2 | Financials | 9.9% |
| 3 | Healthcare | 9.56% |
| 4 | Consumer Discretionary | 9% |
| 5 | Industrials | 6.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Core US Aggregate Bond ETF
AGG
$131B
| $1.95B | 0.42% | 19,943,050 +1,581,251 | +9% | +$155M |
|
27
Oracle
ORCL
$635B
| $1.84B | 0.39% | 15,447,097 +1,585,721 | +11% | +$189M |
|
28
Accenture
ACN
$162B
| $1.83B | 0.39% | 5,927,943 +734,475 | +14% | +$227M |
|
29
Cisco
CSCO
$274B
| $1.74B | 0.37% | 33,646,811 -2,346,884 | -7% | -$121M |
|
30
Johnson & Johnson
JNJ
$427B
| $1.7B | 0.36% | 10,274,238 -1,232,525 | -11% | -$204M |
|
31
iShares Core MSCI EAFE ETF
IEFA
$150B
| $1.68B | 0.36% | 24,958,680 +2,122,406 | +9% | +$143M |
|
32
Exxon Mobil
XOM
$487B
| $1.68B | 0.36% | 15,699,979 -1,174,459 | -7% | -$126M |
|
33
Mastercard
MA
$538B
| $1.63B | 0.35% | 4,144,442 -368,464 | -8% | -$145M |
|
34
Home Depot
HD
$405B
| $1.53B | 0.33% | 4,930,050 +88,902 | +2% | +$27.6M |
|
35
Industrial Select Sector SPDR Fund
XLI
$23.3B
| $1.45B | 0.31% | 13,555,854 -1,836,965 | -12% | -$197M |
|
36
Merck
MRK
$210B
| $1.45B | 0.31% | 12,563,883 -1,071,957 | -8% | -$124M |
|
37
Costco
COST
$418B
| $1.44B | 0.31% | 2,671,669 -58,774 | -2% | -$31.6M |
|
38
Texas Instruments
TXN
$184B
| $1.44B | 0.31% | 7,973,933 -407,471 | -5% | -$73.4M |
|
39
Walmart
WMT
$774B
| $1.43B | 0.31% | 9,068,478 +143,799 | +2% | +$22.6M |
|
40
Adobe
ADBE
$151B
| $1.42B | 0.3% | 2,899,133 -699,709 | -19% | -$342M |
|
41
Linde
LIN
$224B
| $1.36B | 0.29% | 3,563,243 +310,234 | +10% | +$118M |
|
42
American Tower
AMT
$95.5B
| $1.33B | 0.29% | 6,880,140 +31,447 | +0.5% | +$6.1M |
|
43
McDonald's
MCD
$224B
| $1.32B | 0.28% | 4,432,261 +172,550 | +4% | +$51.5M |
|
44
Intuit
INTU
$186B
| $1.31B | 0.28% | 2,865,417 +532,392 | +23% | +$244M |
|
45
PepsiCo
PEP
$204B
| $1.3B | 0.28% | 7,031,090 -1,044,724 | -13% | -$194M |
|
46
Coca-Cola
KO
$297B
| $1.29B | 0.28% | 21,465,532 +3,128,333 | +17% | +$188M |
|
47
Salesforce
CRM
$245B
| $1.26B | 0.27% | 5,963,325 -627,021 | -10% | -$132M |
|
48
AbbVie
ABBV
$372B
| $1.26B | 0.27% | 9,320,329 -799,125 | -8% | -$108M |
|
49
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.52B
| $1.26B | 0.27% | 40,506,825 -6,932 | -0% | -$215K |
|
50
S&P Global
SPGI
$167B
| $1.22B | 0.26% | 3,036,825 +137,843 | +5% | +$55.3M |
|