$74.5 Million is the total value of MACROVIEW INVESTMENT MANAGEMENT LLC's 286 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PSQ | New | PROSHARES TR | $3,199,000 | – | 203,085 | +100.0% | 4.29% | – |
| PNW | New | PINNACLE WEST CAP CORP | $1,598,000 | – | 29,255 | +100.0% | 2.14% | – |
| KTF | New | DEUTSCHE MUN INCOME | $1,548,000 | – | 117,379 | +100.0% | 2.08% | – |
| CVS | New | CVS HEALTH CORP | $1,513,000 | – | 19,006 | +100.0% | 2.03% | – |
| YCS | New | PROSHARES TR IIultrashort yen n | $1,502,000 | – | 19,825 | +100.0% | 2.02% | – |
| DKS | New | DICKS SPORTING GOODS INC | $42,000 | – | 954 | +100.0% | 0.06% | – |
| IYH | New | ISHARES TRus hlthcare etf | $40,000 | – | 295 | +100.0% | 0.05% | – |
| ROYTL | New | PACIFIC COAST OIL TRunit ben int | $34,000 | – | 3,300 | +100.0% | 0.05% | – |
| PSEC | New | PROSPECT CAPITAL CORPORATION | $29,000 | – | 2,914 | +100.0% | 0.04% | – |
| T104PS | New | AMERICAN RLTY CAP PPTYS INC | $23,000 | – | 1,920 | +100.0% | 0.03% | – |
| KEY | New | KEYCORP NEW | $23,000 | – | 1,740 | +100.0% | 0.03% | – |
| DRC | New | DRESSER-RAND GROUP INC | $21,000 | – | 250 | +100.0% | 0.03% | – |
| CNSI | New | COMVERSE INC | $19,000 | – | 861 | +100.0% | 0.02% | – |
| TMF | New | DIREXION SHS ETF TR20yr tres bull | $8,000 | – | 125 | +100.0% | 0.01% | – |
| SWIR | New | SIERRA WIRELESS INC | $6,000 | – | 225 | +100.0% | 0.01% | – |
| APL | New | ATLAS PIPELINE PARTNERS LPunit l p int | $5,000 | – | 145 | +100.0% | 0.01% | – |
| LEMB | New | ISHARESem mkts curr etf | $5,000 | – | 105 | +100.0% | 0.01% | – |
| ABC | New | AMERISOURCEBERGEN CORP | $4,000 | – | 50 | +100.0% | 0.01% | – |
| KRE | New | SPDR SERIES TRUSTs&p regl bkg | $4,000 | – | 100 | +100.0% | 0.01% | – |
| HCP | New | HCP INC | $3,000 | – | 85 | +100.0% | 0.00% | – |
| IYR | New | ISHARES TRu.s. real es etf | $3,000 | – | 50 | +100.0% | 0.00% | – |
| IRM | New | IRON MTN INC | $3,000 | – | 100 | +100.0% | 0.00% | – |
| ZNOG | New | ZION OIL & GAS INC | $2,000 | – | 1,000 | +100.0% | 0.00% | – |
| LMNS | New | LUMENIS LTD | $2,000 | – | 177 | +100.0% | 0.00% | – |
| TWX | New | TIME WARNER INC | $2,000 | – | 26 | +100.0% | 0.00% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $2,000 | – | 37 | +100.0% | 0.00% | – |
| MSFT | New | MICROSOFT CORP | $2,000 | – | 45 | +100.0% | 0.00% | – |
| MMM | New | 3M CO | $2,000 | – | 14 | +100.0% | 0.00% | – |
| GCA | New | GLOBAL CASH ACCESS HLDGS INC | $2,000 | – | 225 | +100.0% | 0.00% | – |
| ORAN | New | ORANGEsponsored adr | $1,000 | – | 47 | +100.0% | 0.00% | – |
| KO | New | COCA COLA CO | $1,000 | – | 18 | +100.0% | 0.00% | – |
| PPG | New | PPG INDS INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
| TTM | New | TATA MTRS LTDsponsored adr | $1,000 | – | 15 | +100.0% | 0.00% | – |
| TRW | New | TRW AUTOMOTIVE HLDGS CORP | $1,000 | – | 5 | +100.0% | 0.00% | – |
| ROYL | New | ROYALE ENERGY INC | $1,000 | – | 200 | +100.0% | 0.00% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
| STI | New | SUNTRUST BKS INC | $1,000 | – | 19 | +100.0% | 0.00% | – |
| SU | New | SUNCOR ENERGY INC NEW | $1,000 | – | 29 | +100.0% | 0.00% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $1,000 | – | 16 | +100.0% | 0.00% | – |
| AMAT | New | APPLIED MATLS INC | $1,000 | – | 40 | +100.0% | 0.00% | – |
| AMGN | New | AMGEN INC | $1,000 | – | 8 | +100.0% | 0.00% | – |
| IR | New | INGERSOLL-RAND PLC | $1,000 | – | 13 | +100.0% | 0.00% | – |
| SHPG | New | SHIRE PLCsponsored adr | $1,000 | – | 5 | +100.0% | 0.00% | – |
| CS | New | CREDIT SUISSE GROUPsponsored adr | $1,000 | – | 31 | +100.0% | 0.00% | – |
| EFR | New | EATON VANCE SR FLTNG RTE TR | $1,000 | – | 100 | +100.0% | 0.00% | – |
| SNY | New | SANOFIsponsored adr | $1,000 | – | 19 | +100.0% | 0.00% | – |
| A | New | AGILENT TECHNOLOGIES INC | $1,000 | – | 15 | +100.0% | 0.00% | – |
| AWK | New | AMERICAN WTR WKS CO INC NEW | $1,000 | – | 20 | +100.0% | 0.00% | – |
| DD | New | DU PONT E I DE NEMOURS & CO | $1,000 | – | 7 | +100.0% | 0.00% | – |
| WFC | New | WELLS FARGO & CO NEW | $1,000 | – | 13 | +100.0% | 0.00% | – |
| BIIB | New | BIOGEN IDEC INC | $1,000 | – | 2 | +100.0% | 0.00% | – |
| UAL | New | UNITED CONTL HLDGS INC | $1,000 | – | 28 | +100.0% | 0.00% | – |
| BA | New | BOEING CO | $1,000 | – | 4 | +100.0% | 0.00% | – |
| BWA | New | BORGWARNER INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
| LOW | New | LOWES COS INC | $1,000 | – | 23 | +100.0% | 0.00% | – |
| LULU | New | LULULEMON ATHLETICA INC | $1,000 | – | 30 | +100.0% | 0.00% | – |
| MRO | New | MARATHON OIL CORP | $1,000 | – | 19 | +100.0% | 0.00% | – |
| EMC | New | E M C CORP MASS | $1,000 | – | 39 | +100.0% | 0.00% | – |
| DFS | New | DISCOVER FINL SVCS | $1,000 | – | 21 | +100.0% | 0.00% | – |
| IP | New | INTL PAPER CO | $1,000 | – | 18 | +100.0% | 0.00% | – |
| MA | New | MASTERCARD INCcl a | $1,000 | – | 20 | +100.0% | 0.00% | – |
| MCK | New | MCKESSON CORP | $1,000 | – | 5 | +100.0% | 0.00% | – |
| CEO | New | CNOOC LTDsponsored adr | $1,000 | – | 4 | +100.0% | 0.00% | – |
| FOXA | New | TWENTY FIRST CENTY FOX INCcl a | $1,000 | – | 19 | +100.0% | 0.00% | – |
| MUFG | New | MITSUBISHI UFJ FINL GROUP INsponsored adr | $1,000 | – | 151 | +100.0% | 0.00% | – |
| CCL | New | CARNIVAL CORPpaired ctf | $1,000 | – | 13 | +100.0% | 0.00% | – |
| NTAP | New | NETAPP INC | $1,000 | – | 14 | +100.0% | 0.00% | – |
| HSBC | New | HSBC HLDGS PLCspon adr new | $1,000 | – | 13 | +100.0% | 0.00% | – |
| RCI | New | ROGERS COMMUNICATIONS INCcl b | $1,000 | – | 16 | +100.0% | 0.00% | – |
| NVO | New | NOVO-NORDISK A Sadr | $1,000 | – | 20 | +100.0% | 0.00% | – |
| TV | New | GRUPO TELEVISA SAspon adr rep ord | $1,000 | – | 24 | +100.0% | 0.00% | – |
| ROST | New | ROSS STORES INC | $1,000 | – | 13 | +100.0% | 0.00% | – |
| ORCL | New | ORACLE CORP | $1,000 | – | 36 | +100.0% | 0.00% | – |
| AET | New | AETNA INC NEW | $0 | – | 5 | +100.0% | 0.00% | – |
| AXP | New | AMERICAN EXPRESS CO | $0 | – | 2 | +100.0% | 0.00% | – |
| BP | New | BP PLCsponsored adr | $0 | – | 5 | +100.0% | 0.00% | – |
| BHP | New | BHP BILLITON LTDsponsored adr | $0 | – | 5 | +100.0% | 0.00% | – |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $0 | – | 4 | +100.0% | 0.00% | – |
| CMCSK | New | COMCAST CORP NEWcl a spl | $0 | – | 9 | +100.0% | 0.00% | – |
| COP | New | CONOCOPHILLIPS | $0 | – | 3 | +100.0% | 0.00% | – |
| DE | New | DEERE & CO | $0 | – | 4 | +100.0% | 0.00% | – |
| DOV | New | DOVER CORP | $0 | – | 5 | +100.0% | 0.00% | – |
| DPS | New | DR PEPPER SNAPPLE GROUP INC | $0 | – | 7 | +100.0% | 0.00% | – |
| ENB | New | ENBRIDGE INC | $0 | – | 6 | +100.0% | 0.00% | – |
| FITB | New | FIFTH THIRD BANCORP | $0 | – | 11 | +100.0% | 0.00% | – |
| GIS | New | GENERAL MLS INC | $0 | – | 3 | +100.0% | 0.00% | – |
| HD | New | HOME DEPOT INC | $0 | – | 4 | +100.0% | 0.00% | – |
| HON | New | HONEYWELL INTL INC | $0 | – | 3 | +100.0% | 0.00% | – |
| INTC | New | INTEL CORP | $0 | – | 7 | +100.0% | 0.00% | – |
| JCI | New | JOHNSON CTLS INC | $0 | – | 3 | +100.0% | 0.00% | – |
| KMB | New | KIMBERLY CLARK CORP | $0 | – | 2 | +100.0% | 0.00% | – |
| KMI | New | KINDER MORGAN INC DEL | $0 | – | 3 | +100.0% | 0.00% | – |
| KN | New | KNOWLES CORP | $0 | – | 2 | +100.0% | 0.00% | – |
| LLY | New | LILLY ELI & CO | $0 | – | 4 | +100.0% | 0.00% | – |
| MPC | New | MARATHON PETE CORP | $0 | – | 5 | +100.0% | 0.00% | – |
| 4107PS | New | MEADWESTVACO CORP | $0 | – | 5 | +100.0% | 0.00% | – |
| MELI | New | MERCADOLIBRE INC | $0 | – | 3 | +100.0% | 0.00% | – |
| MET | New | METLIFE INC | $0 | – | 2 | +100.0% | 0.00% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $0 | – | 6 | +100.0% | 0.00% | – |
| MSI | New | MOTOROLA SOLUTIONS INC | $0 | – | 2 | +100.0% | 0.00% | – |
| NWSA | New | NEWS CORP NEWcl a | $0 | – | 1 | +100.0% | 0.00% | – |
| NOK | New | NOKIA CORPsponsored adr | $0 | – | 44 | +100.0% | 0.00% | – |
| NU | New | NORTHEAST UTILS | $0 | – | 4 | +100.0% | 0.00% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $0 | – | 2 | +100.0% | 0.00% | – |
| OXY | New | OCCIDENTAL PETE CORP DEL | $0 | – | 3 | +100.0% | 0.00% | – |
| OII | New | OCEANEERING INTL INC | $0 | – | 3 | +100.0% | 0.00% | – |
| PBF | New | PBF ENERGY INCcl a | $0 | – | 5 | +100.0% | 0.00% | – |
| PKG | New | PACKAGING CORP AMER | $0 | – | 7 | +100.0% | 0.00% | – |
| PH | New | PARKER HANNIFIN CORP | $0 | – | 2 | +100.0% | 0.00% | – |
| PSX | New | PHILLIPS 66 | $0 | – | 3 | +100.0% | 0.00% | – |
| PX | New | PRAXAIR INC | $0 | – | 2 | +100.0% | 0.00% | – |
| PRU | New | PRUDENTIAL FINL INC | $0 | – | 4 | +100.0% | 0.00% | – |
| RF | New | REGIONS FINL CORP NEW | $0 | – | 35 | +100.0% | 0.00% | – |
| SRE | New | SEMPRA ENERGY | $0 | – | 2 | +100.0% | 0.00% | – |
| SYMC | New | SYMANTEC CORP | $0 | – | 7 | +100.0% | 0.00% | – |
| TJX | New | TJX COS INC NEW | $0 | – | 7 | +100.0% | 0.00% | – |
| TD | New | TORONTO DOMINION BK ONT | $0 | – | 4 | +100.0% | 0.00% | – |
| TTE | New | TOTAL S Asponsored adr | $0 | – | 5 | +100.0% | 0.00% | – |
| UN | New | UNILEVER N V | $0 | – | 6 | +100.0% | 0.00% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $0 | – | 2 | +100.0% | 0.00% | – |
| UTX | New | UNITED TECHNOLOGIES CORP | $0 | – | 4 | +100.0% | 0.00% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $0 | – | 4 | +100.0% | 0.00% | – |
| UHS | New | UNIVERSAL HLTH SVCS INCcl b | $0 | – | 2 | +100.0% | 0.00% | – |
| VFC | New | V F CORP | $0 | – | 4 | +100.0% | 0.00% | – |
| VECO | New | VEECO INSTRS INC DEL | $0 | – | 8 | +100.0% | 0.00% | – |
| VOD | New | VODAFONE GROUP PLC NEWspnsr adr no par | $0 | – | 9 | +100.0% | 0.00% | – |
| WY | New | WEYERHAEUSER CO | $0 | – | 9 | +100.0% | 0.00% | – |
| ALLE | New | ALLEGION PUB LTD CO | $0 | – | 1 | +100.0% | 0.00% | – |
| LBTYA | New | LIBERTY GLOBAL PLC | $0 | – | 10 | +100.0% | 0.00% | – |
| LBTYK | New | LIBERTY GLOBAL PLC | $0 | – | 10 | +100.0% | 0.00% | – |
| ACE | New | ACE LTD | $0 | – | 2 | +100.0% | 0.00% | – |
| TEL | New | TE CONNECTIVITY LTD | $0 | – | 4 | +100.0% | 0.00% | – |
| TYC | New | TYCO INTERNATIONAL LTD | $0 | – | 4 | +100.0% | 0.00% | – |
| ASML | New | ASML HOLDING N V | $0 | – | 4 | +100.0% | 0.00% | – |
| YNDX | New | YANDEX N V | $0 | – | 15 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-10-23
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR GOLD TRUST | 42 | Q3 2023 | 16.6% |
| ISHARES TR | 42 | Q3 2023 | 20.9% |
| DUKE ENERGY CORP NEW | 42 | Q3 2023 | 4.2% |
| SELECT SECTOR SPDR TR | 42 | Q3 2023 | 5.6% |
| APPLE INC | 42 | Q3 2023 | 1.9% |
| ISHARES TR | 42 | Q3 2023 | 2.6% |
| PFIZER INC | 42 | Q3 2023 | 0.2% |
| INTERNATIONAL BUSINESS MACHS | 42 | Q3 2023 | 0.3% |
| DISNEY WALT CO | 42 | Q3 2023 | 0.1% |
| WAL-MART STORES INC | 42 | Q3 2023 | 0.2% |
View MACROVIEW INVESTMENT MANAGEMENT LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-11 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-01-25 |
View MACROVIEW INVESTMENT MANAGEMENT LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.