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 |
Arista Networks
ANET
|
$610M |
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 | |
|---|---|---|---|---|---|---|
5201
Nuveen ESG Large-Cap Value ETF
NULV
$1.8B
| – | – | -20,628 | Closed | -$861K |
|
5202
AXS Green Alpha ETF
NXTE
$39M
| – | – | -20,244 | Closed | -$684K |
|
5203
OneMedNet
ONMD
$39.6M
| – | – | -18,725 | Closed | -$11.4K |
|
5204
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$987M
| – | – | -17,612 | Closed | -$794K |
|
|
OWNS
5205
CCM Affordable Housing MBS ETF
OWNS
$111M
| – | – | -23,193 | Closed | -$408K |
|
5206
Invesco CEF Income Composite ETF
PCEF
$840M
| – | – | -10,000 | Closed | -$197K |
|