$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VNLA | New | JANUS DETROIT STR TRhendrsn shrt etf | $357,000 | – | 7,100 | +100.0% | 1.77% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $96,000 | – | 2,143 | +100.0% | 0.48% | – |
| MUB | New | ISHARES TRnational mun etf | $19,000 | – | 173 | +100.0% | 0.09% | – |
| 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% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $9,000 | – | 77 | +100.0% | 0.04% | – |
| JPIN | New | J P MORGAN EXCHANGE TRADED Fdiv rtn int eq | $8,000 | – | 143 | +100.0% | 0.04% | – |
| FBND | New | FIDELITYtotal bd etf | $5,000 | – | 92 | +100.0% | 0.02% | – |
| VAW | New | VANGUARD WORLD FDSmaterials etf | $5,000 | – | 37 | +100.0% | 0.02% | – |
| IGSB | New | ISHARES TR1 3 yr cr bd etf | $4,000 | – | 41 | +100.0% | 0.02% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $4,000 | – | 35 | +100.0% | 0.02% | – |
| SHYG | New | ISHARES TR0-5yr hi yl cp | $4,000 | – | 74 | +100.0% | 0.02% | – |
| XES | New | SPDR SERIES TRUSToilgas equip | $3,000 | – | 168 | +100.0% | 0.02% | – |
| LDUR | New | PIMCO ETF TRenhncd lw dur ac | $3,000 | – | 26 | +100.0% | 0.02% | – |
| MLPX | New | GLOBAL X FDSglb x mlp enrg i | $3,000 | – | 192 | +100.0% | 0.02% | – |
| INSYQ | New | INSYS THERAPEUTICS INC NEW | $1,000 | – | 100 | +100.0% | 0.01% | – |
| VTL | New | VITAL THERAPIES INC | $0 | – | 32 | +100.0% | 0.00% | – |
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 | 2024-04-30 |
| 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.