$31.3 Million is the total value of MACROVIEW INVESTMENT MANAGEMENT LLC's 119 reported holdings in Q4 2015. The portfolio turnover from Q3 2015 to Q4 2015 was 53.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | New | SPDR S&P 500 ETF TRtr unit | $3,622,000 | – | 17,767 | +100.0% | 11.57% | – |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $1,477,000 | +1523.1% | 29,940 | +1435.4% | 4.72% | +2743.4% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $61,000 | +32.6% | 5,965 | +39.9% | 0.20% | +132.1% |
| VGM | Buy | INVESCO TR INVT GRADE MUNS | $55,000 | +34.1% | 4,150 | +29.7% | 0.18% | +134.7% |
| ATI | New | ALLEGHENY TECHNOLOGIES INC | $52,000 | – | 4,660 | +100.0% | 0.17% | – |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $49,000 | +36.1% | 1,155 | +27.6% | 0.16% | +137.9% |
| T | Buy | AT&T INC | $24,000 | +33.3% | 700 | +27.3% | 0.08% | +133.3% |
| GDXJ | Buy | MARKET VECTORS ETF TRjr gold miners e | $20,000 | +33.3% | 1,050 | +40.0% | 0.06% | +137.0% |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $19,000 | – | 200 | +100.0% | 0.06% | – |
| ABBV | Buy | ABBVIE INC | $18,000 | +12.5% | 296 | +1.0% | 0.06% | +100.0% |
| RTN | Buy | RAYTHEON CO | $17,000 | +750.0% | 138 | +666.7% | 0.05% | +1250.0% |
| GD | Buy | GENERAL DYNAMICS CORP | $17,000 | +466.7% | 125 | +400.0% | 0.05% | +980.0% |
| ABT | Buy | ABBOTT LABS | $14,000 | +16.7% | 308 | +0.3% | 0.04% | +104.5% |
| SWN | Buy | SOUTHWESTERN ENERGY CO | $8,000 | +300.0% | 1,125 | +542.9% | 0.03% | +550.0% |
| ZNOG | Buy | ZION OIL & GAS INC | $4,000 | +300.0% | 2,000 | +100.0% | 0.01% | +550.0% |
| TSLA | New | TESLA MTRS INC | $2,000 | – | 10 | +100.0% | 0.01% | – |
| HEDJ | Buy | WISDOMTREE TReurope hedged eq | $2,000 | 0.0% | 40 | +8.1% | 0.01% | +50.0% |
| GNE | New | GENIE ENERGY LTDcl b | $2,000 | – | 200 | +100.0% | 0.01% | – |
| BTUUQ | New | PEABODY ENERGY CORP | $0 | – | 20 | +100.0% | 0.00% | – |
| EQT | Buy | EQT CORP | $0 | – | 0 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-01-26
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.