$107 Million is the total value of MACROVIEW INVESTMENT MANAGEMENT LLC's 145 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $3,470,000 | – | 64,002 | +100.0% | 3.23% | – |
| HYS | New | PIMCO ETF TR0-5 high yield | $3,100,000 | – | 30,536 | +100.0% | 2.89% | – |
| LEO | New | DREYFUS STRATEGIC MUNS INC | $1,953,000 | – | 232,770 | +100.0% | 1.82% | – |
| AMSG | New | AMSURG CORP | $12,000 | – | 200 | +100.0% | 0.01% | – |
| EFA | New | ISHARES TRmsci eafe etf | $10,000 | – | 155 | +100.0% | 0.01% | – |
| NXPI | New | NXP SEMICONDUCTORS N V | $5,000 | – | 50 | +100.0% | 0.01% | – |
| SMLR | New | SEMLER SCIENTIFIC INC | $4,000 | – | 1,035 | +100.0% | 0.00% | – |
| BEN | New | FRANKLIN RES INC | $3,000 | – | 50 | +100.0% | 0.00% | – |
| NGLS | New | TARGA RESOURCES PARTNERS LP | $3,000 | – | 84 | +100.0% | 0.00% | – |
| VGM | New | INVESCO TR INVT GRADE MUNS | $3,000 | – | 260 | +100.0% | 0.00% | – |
| HEDJ | New | WISDOMTREE TReurope hedged eq | $2,000 | – | 37 | +100.0% | 0.00% | – |
| XBI | New | SPDR SERIES TRUSTs&p biotech | $2,000 | – | 10 | +100.0% | 0.00% | – |
| V | New | VISA INC | $2,000 | – | 30 | +100.0% | 0.00% | – |
| HPQ | New | HEWLETT PACKARD CO | $1,000 | – | 31 | +100.0% | 0.00% | – |
| RBYCF | New | RUBICON MINERALS CORP | $0 | – | 440 | +100.0% | 0.00% | – |
| NGD | New | NEW GOLD INC CDA | $0 | – | 134 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-05-12
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.