$20.2 Million is the total value of MACROVIEW INVESTMENT MANAGEMENT LLC's 149 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 44.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $3,619,000 | +5.8% | 14,405 | +1.8% | 17.95% | -2.6% |
| GLD | Buy | SPDR GOLD TRUST | $3,171,000 | +3.6% | 26,083 | +0.5% | 15.73% | -4.6% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $2,428,000 | +6.3% | 40,843 | +3.3% | 12.04% | -2.1% |
| GSLC | Buy | GOLDMAN SACHS ETF TRequity etf | $1,808,000 | +8.9% | 36,212 | +4.9% | 8.97% | +0.2% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $1,085,000 | +19.9% | 10,655 | +19.8% | 5.38% | +10.4% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $975,000 | +6.0% | 19,796 | +5.9% | 4.84% | -2.4% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $930,000 | +52.5% | 3,676 | +46.7% | 4.61% | +40.4% |
| EUO | Sell | PROSHARES TR IIultrashrt euro | $586,000 | -15.6% | 27,028 | -10.0% | 2.91% | -22.3% |
| AGG | Buy | ISHARES TRcore us aggbd et | $417,000 | +170.8% | 3,809 | +171.7% | 2.07% | +149.3% |
| VNLA | New | JANUS DETROIT STR TRhendrsn shrt etf | $357,000 | – | 7,100 | +100.0% | 1.77% | – |
| USCI | Buy | UNITED STS COMMODITY INDEX F | $278,000 | +22.5% | 6,951 | +17.7% | 1.38% | +12.8% |
| MVF | Sell | BLACKROCK MUNIVEST FD INC | $256,000 | -22.9% | 26,341 | -23.2% | 1.27% | -29.0% |
| IWR | Buy | ISHARES TRrus mid cap etf | $242,000 | +536.8% | 1,227 | +522.8% | 1.20% | +485.4% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $157,000 | +2516.7% | 1,060 | +2423.8% | 0.78% | +2334.4% |
| LEO | Sell | DREYFUS STRATEGIC MUNS INC | $141,000 | -16.1% | 16,058 | -14.8% | 0.70% | -22.8% |
| EFA | Buy | ISHARES TRmsci eafe etf | $138,000 | +89.0% | 2,022 | +81.2% | 0.68% | +74.3% |
| VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $137,000 | +0.7% | 1,554 | 0.0% | 0.68% | -7.2% | |
| IIM | Sell | INVESCO VALUE MUN INCOME TR | $129,000 | -31.0% | 8,596 | -30.4% | 0.64% | -36.4% |
| NZF | Sell | NUVEEN MUNICIPAL CREDIT INC | $118,000 | -46.6% | 7,740 | -47.7% | 0.58% | -50.9% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $113,000 | 0.0% | 1,130 | +0.1% | 0.56% | -7.9% |
| OHI | Buy | OMEGA HEALTHCARE INVS INC | $113,000 | -3.4% | 3,546 | +0.2% | 0.56% | -11.0% |
| PMM | Sell | PUTNAM MANAGED MUN INCOM TR | $112,000 | -29.6% | 14,792 | -30.0% | 0.56% | -35.1% |
| ATI | ALLEGHENY TECHNOLOGIES INC | $111,000 | +40.5% | 4,660 | 0.0% | 0.55% | +29.3% | |
| MLN | Buy | VANECK VECTORS ETF TRamt free long mu | $108,000 | +35.0% | 5,425 | +34.8% | 0.54% | +24.4% |
| T | Buy | AT&T INC | $106,000 | +152.4% | 2,700 | +144.3% | 0.53% | +132.7% |
| BSCP | Buy | CLAYMORE EXCHANGE TRD FD TRgugenhim 2025 | $100,000 | +14.9% | 4,834 | +15.0% | 0.50% | +5.8% |
| BSCL | Buy | CLAYMORE EXCHANGE TRD FD TRgugg bulsh 2021 | $100,000 | +16.3% | 4,670 | +15.1% | 0.50% | +7.1% |
| IEF | Buy | ISHARES TRbarclays 7 10 yr | $98,000 | 0.0% | 920 | +0.1% | 0.49% | -8.0% |
| EEM | New | ISHARES TRmsci emg mkt etf | $96,000 | – | 2,143 | +100.0% | 0.48% | – |
| MPW | Buy | MEDICAL PPTYS TRUST INC | $94,000 | +2.2% | 7,192 | +0.1% | 0.47% | -6.0% |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $87,000 | +200.0% | 1,499 | +180.2% | 0.43% | +176.9% |
| UPS | UNITED PARCEL SERVICE INCcl b | $84,000 | +9.1% | 700 | 0.0% | 0.42% | +0.5% | |
| MMU | Sell | WESTERN ASST MNGD MUN FD INC | $84,000 | -30.0% | 5,989 | -31.0% | 0.42% | -35.4% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $83,000 | +3.8% | 1,016 | +0.1% | 0.41% | -4.4% |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $80,000 | 0.0% | 1,535 | 0.0% | 0.40% | -7.9% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $65,000 | +8.3% | 1,099 | 0.0% | 0.32% | -0.3% | |
| EIM | Sell | EATON VANCE MUN BD FD | $59,000 | -30.6% | 4,675 | -30.0% | 0.29% | -36.0% |
| CEF | Sell | CENTRAL FD CDA LTDcl a | $59,000 | -14.5% | 4,625 | -17.8% | 0.29% | -21.2% |
| PM | PHILIP MORRIS INTL INC | $50,000 | -5.7% | 450 | 0.0% | 0.25% | -13.3% | |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $48,000 | +50.0% | 396 | +51.1% | 0.24% | +38.4% |
| PPH | Buy | VANECK VECTORS ETF TRpharmaceutical | $44,000 | -2.2% | 759 | +0.1% | 0.22% | -9.9% |
| BIV | VANGUARD BD INDEX FD INCintermed term | $44,000 | 0.0% | 521 | 0.0% | 0.22% | -8.0% | |
| AAPL | APPLE INC | $43,000 | +7.5% | 280 | 0.0% | 0.21% | -0.9% | |
| RWM | PROSHARES TRshrt russell2000 | $43,000 | -6.5% | 994 | 0.0% | 0.21% | -14.1% | |
| TYG | TORTOISE ENERGY INFRA CORP | $43,000 | -6.5% | 1,500 | 0.0% | 0.21% | -14.1% | |
| SLV | Buy | ISHARES SILVER TRUSTishares | $41,000 | +10.8% | 2,575 | +8.4% | 0.20% | +2.0% |
| VHT | VANGUARD WORLD FDShealth car etf | $37,000 | +2.8% | 246 | 0.0% | 0.18% | -5.2% | |
| VCR | VANGUARD WORLD FDSconsum dis etf | $33,000 | 0.0% | 233 | 0.0% | 0.16% | -7.9% | |
| FB | FACEBOOK INCcl a | $31,000 | +10.7% | 183 | 0.0% | 0.15% | +2.0% | |
| KTF | Sell | DEUTSCHE MUN INCOME | $30,000 | -59.5% | 2,350 | -57.3% | 0.15% | -62.7% |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $30,000 | +3.4% | 425 | 0.0% | 0.15% | -4.5% | |
| NAD | NUVEEN QUALITY MUNCP INCOME | $29,000 | 0.0% | 2,057 | 0.0% | 0.14% | -7.7% | |
| RSP | Buy | RYDEX ETF TRUSTgug s&p500 eq wt | $28,000 | +75.0% | 294 | +75.0% | 0.14% | +61.6% |
| ABBV | Buy | ABBVIE INC | $28,000 | +21.7% | 316 | +1.0% | 0.14% | +12.1% |
| SGOL | ETFS GOLD TR | $28,000 | +3.7% | 225 | 0.0% | 0.14% | -4.1% | |
| DIA | SPDR DOW JONES INDL AVRG ETFut ser 1 | $27,000 | +3.8% | 120 | 0.0% | 0.13% | -4.3% | |
| GD | GENERAL DYNAMICS CORP | $26,000 | +4.0% | 125 | 0.0% | 0.13% | -4.4% | |
| RTN | RAYTHEON CO | $26,000 | +18.2% | 139 | 0.0% | 0.13% | +8.4% | |
| SH | Sell | PROSHARES TRshort s&p 500 ne | $25,000 | -19.4% | 764 | -16.4% | 0.12% | -25.7% |
| MO | ALTRIA GROUP INC | $25,000 | -16.7% | 400 | 0.0% | 0.12% | -23.5% | |
| EUM | PROSHARES TR | $25,000 | -10.7% | 1,322 | 0.0% | 0.12% | -17.9% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $24,000 | +9.1% | 158 | 0.0% | 0.12% | 0.0% | |
| IAU | ISHARES GOLD TRUSTishares | $24,000 | +4.3% | 1,965 | 0.0% | 0.12% | -4.0% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $22,000 | +4.8% | 169 | 0.0% | 0.11% | -3.5% | |
| IGIB | ISHARES TRintrmd cr bd etf | $22,000 | 0.0% | 204 | 0.0% | 0.11% | -8.4% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $21,000 | 0.0% | 380 | 0.0% | 0.10% | -8.0% | |
| LMT | Sell | LOCKHEED MARTIN CORP | $21,000 | -22.2% | 68 | -29.2% | 0.10% | -28.3% |
| MQY | Sell | BLACKROCK MUNIYIELD QUALITY | $21,000 | -70.4% | 1,375 | -70.3% | 0.10% | -72.8% |
| DUG | PROSHARES TRulshoil&gasnew13 | $20,000 | -13.0% | 468 | 0.0% | 0.10% | -20.2% | |
| MUB | New | ISHARES TRnational mun etf | $19,000 | – | 173 | +100.0% | 0.09% | – |
| IVE | ISHARES TRs&p 500 val etf | $17,000 | 0.0% | 160 | 0.0% | 0.08% | -8.7% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $17,000 | 0.0% | 130 | 0.0% | 0.08% | -8.7% | |
| ABT | Buy | ABBOTT LABS | $17,000 | +6.2% | 322 | +0.6% | 0.08% | -2.3% |
| BSV | VANGUARD BD INDEX FD INCshort trm bond | $15,000 | 0.0% | 190 | 0.0% | 0.07% | -8.6% | |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $15,000 | +7.1% | 218 | +0.5% | 0.07% | -1.3% |
| USL | UNITED STS 12 MONTH OIL FD Lunit ben int | $15,000 | +7.1% | 820 | 0.0% | 0.07% | -1.3% | |
| HYS | Buy | PIMCO ETF TR0-5 high yield | $14,000 | 0.0% | 141 | +0.7% | 0.07% | -8.0% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $14,000 | +55.6% | 78 | +50.0% | 0.07% | +43.8% |
| VTV | VANGUARD INDEX FDSvalue etf | $13,000 | 0.0% | 134 | 0.0% | 0.06% | -8.6% | |
| MBB | Sell | ISHARES TRmbs etf | $13,000 | -55.2% | 125 | -53.5% | 0.06% | -59.0% |
| IWF | New | ISHARES TRrus 1000 grw etf | $13,000 | – | 103 | +100.0% | 0.06% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $13,000 | – | 109 | +100.0% | 0.06% | – |
| RCL | ROYAL CARIBBEAN CRUISES LTD | $12,000 | +9.1% | 100 | 0.0% | 0.06% | +1.7% | |
| FTSM | FIRST TR EXCHANGE TRADED FDfirst tr enh new | $12,000 | 0.0% | 199 | 0.0% | 0.06% | -7.7% | |
| IWS | Buy | ISHARES TRrus mdcp val etf | $11,000 | +450.0% | 124 | +463.6% | 0.06% | +400.0% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $11,000 | +57.1% | 85 | +46.6% | 0.06% | +44.7% |
| PSQ | PROSHARES TRshort qqq new | $11,000 | 0.0% | 279 | 0.0% | 0.06% | -6.8% | |
| VDE | VANGUARD WORLD FDSenergy etf | $10,000 | 0.0% | 108 | 0.0% | 0.05% | -7.4% | |
| GOVT | ISHARES TRus treas bd etf | $10,000 | 0.0% | 381 | 0.0% | 0.05% | -7.4% | |
| AMLP | Buy | ALPS ETF TRalerian mlp | $10,000 | -9.1% | 932 | +2.0% | 0.05% | -15.3% |
| PFE | Buy | PFIZER INC | $9,000 | +12.5% | 247 | +0.4% | 0.04% | +4.7% |
| IWP | New | ISHARES TRrus md cp gr etf | $9,000 | – | 77 | +100.0% | 0.04% | – |
| DUK | DUKE ENERGY CORP NEW | $8,000 | 0.0% | 100 | 0.0% | 0.04% | -7.0% | |
| PWC | POWERSHARES ETF TRUSTdynamic mkt pt | $8,000 | +14.3% | 84 | 0.0% | 0.04% | +5.3% | |
| SGDM | ALPS ETF TRsprott gl mine | $8,000 | 0.0% | 400 | 0.0% | 0.04% | -7.0% | |
| UNG | UNITED STATES NATL GAS FUNDunit par $0.001 | $8,000 | 0.0% | 1,150 | 0.0% | 0.04% | -7.0% | |
| CL | Sell | COLGATE PALMOLIVE CO | $8,000 | -61.9% | 105 | -62.6% | 0.04% | -64.6% |
| JPIN | New | J P MORGAN EXCHANGE TRADED Fdiv rtn int eq | $8,000 | – | 143 | +100.0% | 0.04% | – |
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $7,000 | 0.0% | 97 | 0.0% | 0.04% | -7.9% | |
| ZNOG | ZION OIL & GAS INC | $7,000 | 0.0% | 2,000 | 0.0% | 0.04% | -7.9% | |
| HCP | Buy | HCP INC | $6,000 | -14.3% | 227 | +0.4% | 0.03% | -21.1% |
| IVW | ISHARES TRs&p 500 grwt etf | $6,000 | +20.0% | 40 | 0.0% | 0.03% | +11.1% | |
| OR | OSISKO GOLD ROYALTIES LTD | $5,000 | 0.0% | 400 | 0.0% | 0.02% | -7.4% | |
| FBND | New | FIDELITYtotal bd etf | $5,000 | – | 92 | +100.0% | 0.02% | – |
| GOOGL | ALPHABET INCcap stk cl a | $5,000 | 0.0% | 5 | 0.0% | 0.02% | -7.4% | |
| VAW | New | VANGUARD WORLD FDSmaterials etf | $5,000 | – | 37 | +100.0% | 0.02% | – |
| IJR | ISHARES TRcore s&p scp etf | $4,000 | 0.0% | 54 | 0.0% | 0.02% | -9.1% | |
| IGSB | New | ISHARES TR1 3 yr cr bd etf | $4,000 | – | 41 | +100.0% | 0.02% | – |
| WELL | WELLTOWER INC | $4,000 | 0.0% | 52 | 0.0% | 0.02% | -9.1% | |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $4,000 | 0.0% | 124 | 0.0% | 0.02% | -9.1% | |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $4,000 | – | 35 | +100.0% | 0.02% | – |
| GG | GOLDCORP INC NEW | $4,000 | 0.0% | 300 | 0.0% | 0.02% | -9.1% | |
| SHYG | New | ISHARES TR0-5yr hi yl cp | $4,000 | – | 74 | +100.0% | 0.02% | – |
| HEDJ | Buy | WISDOMTREE TReurope hedged eq | $3,000 | 0.0% | 42 | +2.4% | 0.02% | -6.2% |
| KMB | KIMBERLY CLARK CORP | $3,000 | 0.0% | 23 | 0.0% | 0.02% | -6.2% | |
| XES | New | SPDR SERIES TRUSToilgas equip | $3,000 | – | 168 | +100.0% | 0.02% | – |
| XBI | SPDR SERIES TRUSTs&p biotech | $3,000 | 0.0% | 33 | 0.0% | 0.02% | -6.2% | |
| TWX | TIME WARNER INC | $3,000 | 0.0% | 26 | 0.0% | 0.02% | -6.2% | |
| IJH | ISHARES TRcore s&p mcp etf | $3,000 | 0.0% | 15 | 0.0% | 0.02% | -6.2% | |
| LDUR | New | PIMCO ETF TRenhncd lw dur ac | $3,000 | – | 26 | +100.0% | 0.02% | – |
| PG | PROCTER AND GAMBLE CO | $3,000 | 0.0% | 35 | 0.0% | 0.02% | -6.2% | |
| MLPX | New | GLOBAL X FDSglb x mlp enrg i | $3,000 | – | 192 | +100.0% | 0.02% | – |
| IBM | INTERNATIONAL BUSINESS MACHS | $2,000 | 0.0% | 15 | 0.0% | 0.01% | -9.1% | |
| DLS | WISDOMTREE TRintl smcap div | $2,000 | +100.0% | 21 | 0.0% | 0.01% | +100.0% | |
| QCOM | Buy | QUALCOMM INC | $2,000 | 0.0% | 36 | +2.9% | 0.01% | -9.1% |
| GOLD | BARRICK GOLD CORP | $2,000 | 0.0% | 100 | 0.0% | 0.01% | -9.1% | |
| TRGP | TARGA RES CORP | $2,000 | 0.0% | 52 | 0.0% | 0.01% | -9.1% | |
| WMT | WAL-MART STORES INC | $2,000 | 0.0% | 25 | 0.0% | 0.01% | -9.1% | |
| EVRI | EVERI HLDGS INC | $2,000 | 0.0% | 225 | 0.0% | 0.01% | -9.1% | |
| IEMG | Sell | ISHARES INCcore msci emkt | $2,000 | -85.7% | 36 | -87.0% | 0.01% | -86.7% |
| TACO | DEL TACO RESTAURANTS INC | $2,000 | 0.0% | 139 | 0.0% | 0.01% | -9.1% | |
| SLB | SCHLUMBERGER LTD | $1,000 | 0.0% | 20 | 0.0% | 0.01% | 0.0% | |
| PGHEF | PENGROWTH ENERGY CORP | $1,000 | 0.0% | 1,143 | 0.0% | 0.01% | 0.0% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $1,000 | 0.0% | 27 | 0.0% | 0.01% | 0.0% | |
| SNAP | SNAP INCcl a | $1,000 | -50.0% | 100 | 0.0% | 0.01% | -54.5% | |
| TIP | ISHARES TRtips bd etf | $1,000 | 0.0% | 5 | 0.0% | 0.01% | 0.0% | |
| INSYQ | New | INSYS THERAPEUTICS INC NEW | $1,000 | – | 100 | +100.0% | 0.01% | – |
| HMSY | HMS HLDGS CORP | $1,000 | 0.0% | 30 | 0.0% | 0.01% | 0.0% | |
| GNE | Buy | GENIE ENERGY LTDcl b | $1,000 | -50.0% | 214 | +0.9% | 0.01% | -54.5% |
| QCP | QUALITY CARE PPTYS INC | $1,000 | 0.0% | 44 | 0.0% | 0.01% | 0.0% | |
| VTL | New | VITAL THERAPIES INC | $0 | – | 32 | +100.0% | 0.00% | – |
| CC | CHEMOURS CO | $0 | – | 7 | 0.0% | 0.00% | – | |
| DIS | Sell | DISNEY WALT CO | $0 | -100.0% | 5 | -89.8% | 0.00% | -100.0% |
| AIGWS | AMERICAN INTL GROUP INC*w exp 01/19/202 | $0 | – | 1 | 0.0% | 0.00% | – | |
| EQT | Buy | EQT CORP | $0 | – | 0 | +100.0% | 0.00% | – |
| EPR | EPR PPTYS | $0 | – | 5 | 0.0% | 0.00% | – | |
| ZIXI | ZIX CORP | $0 | -100.0% | 100 | 0.0% | 0.00% | -100.0% | |
| TIME | TIME INC NEW | $0 | – | 15 | 0.0% | 0.00% | – | |
| AIG | AMERICAN INTL GROUP INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| ATNM | Exit | ACTINIUM PHARMACEUTICALS INC | $0 | – | -500 | -100.0% | -0.01% | – |
| BLCM | Exit | BELLICUM PHARMACEUTICALS INC | $0 | – | -70 | -100.0% | -0.01% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -15 | -100.0% | -0.01% | – |
| TFI | Exit | SPDR SER TRnuveen brc munic | $0 | – | -43 | -100.0% | -0.01% | – |
| SSYS | Exit | STRATASYS LTD | $0 | – | -100 | -100.0% | -0.01% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -58 | -100.0% | -0.02% | – |
| ORLY | Exit | O REILLY AUTOMOTIVE INC NEW | $0 | – | -19 | -100.0% | -0.02% | – |
| ABC | Exit | AMERISOURCEBERGEN CORP | $0 | – | -57 | -100.0% | -0.03% | – |
| COL | Exit | ROCKWELL COLLINS INC | $0 | – | -47 | -100.0% | -0.03% | – |
| AMP | Exit | AMERIPRISE FINL INC | $0 | – | -38 | -100.0% | -0.03% | – |
| ECL | Exit | ECOLAB INC | $0 | – | -39 | -100.0% | -0.03% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -39 | -100.0% | -0.03% | – |
| ADBE | Exit | ADOBE SYS INC | $0 | – | -37 | -100.0% | -0.03% | – |
| MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -109 | -100.0% | -0.03% | – |
| TJX | Exit | TJX COS INC NEW | $0 | – | -63 | -100.0% | -0.03% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -81 | -100.0% | -0.03% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -29 | -100.0% | -0.03% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -38 | -100.0% | -0.03% | – |
| MYL | Exit | MYLAN N V | $0 | – | -130 | -100.0% | -0.03% | – |
| V | Exit | VISA INC | $0 | – | -54 | -100.0% | -0.03% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -127 | -100.0% | -0.03% | – |
| RHT | Exit | RED HAT INC | $0 | – | -56 | -100.0% | -0.03% | – |
| DHR | Exit | DANAHER CORP DEL | $0 | – | -60 | -100.0% | -0.03% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -240 | -100.0% | -0.03% | – |
| ICE | Exit | INTERCONTINENTAL EXCHANGE IN | $0 | – | -84 | -100.0% | -0.03% | – |
| EMB | Exit | ISHARES TRjp mor em mk etf | $0 | – | -54 | -100.0% | -0.03% | – |
| EMLC | Exit | VANECK VECTORS ETF TRjp morgan mkts | $0 | – | -333 | -100.0% | -0.03% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -96 | -100.0% | -0.04% | – |
| INTC | Exit | INTEL CORP | $0 | – | -210 | -100.0% | -0.04% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -56 | -100.0% | -0.04% | – |
| SU | Exit | SUNCOR ENERGY INC NEW | $0 | – | -243 | -100.0% | -0.04% | – |
| JWN | Exit | NORDSTROM INC | $0 | – | -155 | -100.0% | -0.04% | – |
| KO | Exit | COCA COLA CO | $0 | – | -175 | -100.0% | -0.04% | – |
| VFC | Exit | V F CORP | $0 | – | -136 | -100.0% | -0.04% | – |
| CR | Exit | CRANE CO | $0 | – | -96 | -100.0% | -0.04% | – |
| DEO | Exit | DIAGEO P L Cspon adr new | $0 | – | -64 | -100.0% | -0.04% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -57 | -100.0% | -0.04% | – |
| NVS | Exit | NOVARTIS A Gsponsored adr | $0 | – | -97 | -100.0% | -0.04% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -73 | -100.0% | -0.04% | – |
| PX | Exit | PRAXAIR INC | $0 | – | -59 | -100.0% | -0.04% | – |
| MMC | Exit | MARSH & MCLENNAN COS INC | $0 | – | -103 | -100.0% | -0.04% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -68 | -100.0% | -0.04% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -53 | -100.0% | -0.04% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -111 | -100.0% | -0.04% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -56 | -100.0% | -0.04% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -69 | -100.0% | -0.04% | – |
| BTI | Exit | BRITISH AMERN TOB PLCsponsored adr | $0 | – | -111 | -100.0% | -0.04% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -80 | -100.0% | -0.06% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -155 | -100.0% | -0.06% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -104 | -100.0% | -0.07% | – |
| UTX | Exit | UNITED TECHNOLOGIES CORP | $0 | – | -104 | -100.0% | -0.07% | – |
| ROK | Exit | ROCKWELL AUTOMATION INC | $0 | – | -80 | -100.0% | -0.07% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -150 | -100.0% | -0.07% | – |
| IVZ | Exit | INVESCO LTD | $0 | – | -385 | -100.0% | -0.08% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -33 | -100.0% | -0.08% | – |
| BWX | Exit | SPDR SERIES TRUSTblomberg intl tr | $0 | – | -550 | -100.0% | -0.08% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -280 | -100.0% | -0.12% | – |
| BKLN | Exit | POWERSHARES ETF TRUST IIsenior ln port | $0 | – | -2,525 | -100.0% | -0.31% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-10-30
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 | 2024-01-30 |
| 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 |
| 13F-HR | 2021-10-28 |
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.