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 | |
|---|---|---|---|---|---|---|
|
1
SPDR S&P 500 ETF Trust
SPY
$659B
| $16.8B | 3.6% | 37,920,061 -2,161,674 | -5% | -$958M |
|
|
2
Apple
AAPL
$3.45T
| $16.3B | 3.5% | 84,050,858 -5,256,736 | -6% | -$1.02B |
|
|
3
Microsoft
MSFT
$3.77T
| $13.3B | 2.85% | 39,026,920 -2,654,898 | -6% | -$904M |
|
|
4
Amazon
AMZN
$2.44T
| $6.72B | 1.44% | 51,515,619 +4,002,305 | +8% | +$522M |
|
5
NVIDIA
NVDA
$4.25T
| $6.37B | 1.37% | 15,066,420 -358,544 | -2% | -$152M |
|
|
6
Alphabet (Google) Class A
GOOGL
$2.57T
| $5.8B | 1.24% | 48,469,852 +7,679,466 | +19% | +$919M |
|
7
iShares Russell 2000 ETF
IWM
$66B
| $5.42B | 1.16% | 28,958,416 -1,818,584 | -6% | -$341M |
|
8
iShares Core S&P 500 ETF
IVV
$661B
| $5.18B | 1.11% | 11,616,592 -297,941 | -3% | -$133M |
|
|
9
Visa
V
$683B
| $4.26B | 0.91% | 17,944,370 +2,273,484 | +15% | +$540M |
|
10
Vanguard S&P 500 ETF
VOO
$726B
| $4.25B | 0.91% | 10,425,445 +31,548 | +0.3% | +$12.8M |
|
|
11
Tesla
TSLA
$1.08T
| $3.61B | 0.77% | 13,800,074 +3,207,193 | +30% | +$840M |
|
|
12
Alphabet (Google) Class C
GOOG
$2.58T
| $3.38B | 0.72% | 27,909,155 +754,520 | +3% | +$91.3M |
|
13
Meta Platforms (Facebook)
META
$1.86T
| $2.82B | 0.6% | 9,827,486 -132,731 | -1% | -$38.1M |
|
|
14
Invesco QQQ Trust
QQQ
$369B
| $2.77B | 0.59% | 7,494,031 -3,398,578 | -31% | -$1.26B |
|
15
iShares Russell 1000 Growth ETF
IWF
$116B
| $2.63B | 0.56% | 9,544,007 -77,295 | -0.8% | -$21.3M |
|
16
JPMorgan Chase
JPM
$829B
| $2.58B | 0.55% | 17,764,527 -385,739 | -2% | -$56.1M |
|
17
Berkshire Hathaway Class B
BRK.B
$1.09T
| $2.52B | 0.54% | 7,399,961 +229,373 | +3% | +$78.2M |
|
18
iShares MSCI EAFE ETF
EFA
$66B
| $2.42B | 0.52% | 33,318,015 -3,654,228 | -10% | -$265M |
|
19
iShares Russell 1000 Value ETF
IWD
$63.5B
| $2.37B | 0.51% | 15,044,661 -208,368 | -1% | -$32.9M |
|
20
UnitedHealth
UNH
$281B
| $2.32B | 0.5% | 4,836,788 +133,994 | +3% | +$64.4M |
|
21
Eli Lilly
LLY
$657B
| $2.27B | 0.49% | 4,839,772 -845,234 | -15% | -$396M |
|
22
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $2.09B | 0.45% | 42,460,746 -128,023 | -0.3% | -$6.31M |
|
23
Procter & Gamble
PG
$368B
| $2.07B | 0.44% | 13,662,125 +374,918 | +3% | +$56.9M |
|
24
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $1.98B | 0.42% | 42,912,822 +128,862 | +0.3% | +$5.95M |
|
|
25
Broadcom
AVGO
$1.4T
| $1.97B | 0.42% | 2,268,589 +517,687 | +30% | +$449M |
|