$28.6 Million is the total value of MACROVIEW INVESTMENT MANAGEMENT LLC's 285 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 48.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $3,085,000 | -1.1% | 11,370 | -4.1% | 10.78% | -3.2% |
| GLD | Sell | SPDR GOLD TRUST | $2,669,000 | -8.2% | 22,498 | -2.6% | 9.32% | -10.1% |
| NOBL | Sell | PROSHARES TRs&p 500 dv arist | $2,614,000 | -2.3% | 41,931 | -2.4% | 9.13% | -4.4% |
| GSLC | Sell | GOLDMAN SACHS ETF TRequity etf | $2,121,000 | -0.9% | 38,742 | -3.3% | 7.41% | -3.0% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $1,910,000 | +1.3% | 6,993 | -1.6% | 6.67% | -0.9% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $1,587,000 | +27.9% | 33,370 | +29.0% | 5.54% | +25.1% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $1,547,000 | -27.2% | 15,233 | -27.2% | 5.40% | -28.8% |
| VIG | Sell | VANGUARD GROUPdiv app etf | $1,089,000 | -1.1% | 10,715 | -1.6% | 3.80% | -3.2% |
| VNLA | Sell | JANUS DETROIT STR TRhendrsn shrt etf | $964,000 | -11.1% | 19,258 | -11.1% | 3.37% | -13.0% |
| IEFA | Buy | ISHARES TRcore msci eafe | $804,000 | -3.7% | 12,683 | +0.0% | 2.81% | -5.8% |
| PRF | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $597,000 | – | 5,305 | +100.0% | 2.08% | – |
| FLOT | New | ISHARES TRfltg rate nt etf | $540,000 | – | 10,597 | +100.0% | 1.89% | – |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $492,000 | +35.9% | 6,708 | +36.5% | 1.72% | +33.0% |
| EUO | Sell | PROSHARES TR IIultrashrt euro | $471,000 | +2.2% | 20,678 | -8.9% | 1.64% | -0.1% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $395,000 | -10.2% | 9,119 | +0.2% | 1.38% | -12.2% |
| USCI | UNITED STS COMMODITY INDEX F | $357,000 | +2.3% | 8,167 | 0.0% | 1.25% | +0.1% | |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $303,000 | – | 2,977 | +100.0% | 1.06% | – |
| UNP | UNION PAC CORP | $267,000 | +5.1% | 1,886 | 0.0% | 0.93% | +2.9% | |
| IWR | ISHARES TRrus mid cap etf | $265,000 | +3.1% | 1,247 | 0.0% | 0.93% | +1.0% | |
| MLN | Buy | VANECK VECTORS ETF TRamt free long mu | $231,000 | +72.4% | 11,618 | +72.2% | 0.81% | +68.8% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $214,000 | +435.0% | 2,819 | +369.8% | 0.75% | +423.1% |
| IWM | ISHARES TRrussell 2000 etf | $186,000 | +8.1% | 1,135 | 0.0% | 0.65% | +5.9% | |
| BSCL | New | INVESCO EXCH TRD SLF IDX FD | $185,000 | – | 8,907 | +100.0% | 0.65% | – |
| EFA | Buy | ISHARES TRmsci eafe etf | $176,000 | -2.8% | 2,624 | +0.8% | 0.62% | -4.8% |
| AAPL | Sell | APPLE INC | $152,000 | +0.7% | 821 | -8.8% | 0.53% | -1.5% |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $152,000 | – | 887 | +100.0% | 0.53% | – |
| D | DOMINION ENERGY INC | $145,000 | +0.7% | 2,134 | 0.0% | 0.51% | -1.6% | |
| BSCP | New | INVESCO EXCH TRD SLF IDX FD | $143,000 | – | 7,246 | +100.0% | 0.50% | – |
| EFAV | ISHARES TRmin vol eafe etf | $136,000 | -3.5% | 1,918 | 0.0% | 0.48% | -5.6% | |
| VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $130,000 | -1.5% | 1,554 | 0.0% | 0.45% | -3.6% | |
| NVR | NVR INC | $128,000 | +6.7% | 43 | 0.0% | 0.45% | +4.4% | |
| SGOL | ETFS GOLD TR | $127,000 | -5.9% | 1,050 | 0.0% | 0.44% | -7.9% | |
| IAU | ISHARES GOLD TRUSTishares | $122,000 | -5.4% | 10,165 | 0.0% | 0.43% | -7.4% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $121,000 | -6.9% | 650 | 0.0% | 0.42% | -8.8% | |
| ATI | ALLEGHENY TECHNOLOGIES INC | $117,000 | +6.4% | 4,660 | 0.0% | 0.41% | +4.1% | |
| XOM | EXXON MOBIL CORP | $113,000 | +10.8% | 1,364 | 0.0% | 0.40% | +8.5% | |
| GAL | Sell | SSGA ACTIVE ETF TRglobl allo etf | $107,000 | -22.5% | 2,832 | -21.8% | 0.37% | -24.1% |
| ITM | New | VANECK VECTORS ETF TRamt free int etf | $107,000 | – | 4,553 | +100.0% | 0.37% | – |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $93,000 | +3.3% | 1,110 | +0.1% | 0.32% | +1.2% |
| VYM | Sell | VANGUARD WHITEHALL FDS INChigh div yld | $87,000 | -17.9% | 1,051 | -18.3% | 0.30% | -19.6% |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $84,000 | -3.4% | 1,504 | +0.2% | 0.29% | -5.8% |
| IAT | ISHARES TRus regnl bks etf | $83,000 | -2.4% | 1,690 | 0.0% | 0.29% | -4.3% | |
| CVX | CHEVRON CORP NEW | $82,000 | +10.8% | 646 | 0.0% | 0.29% | +8.3% | |
| MVF | Sell | BLACKROCK MUNIVEST FD INC | $81,000 | -5.8% | 9,295 | -4.1% | 0.28% | -7.8% |
| XLK | SELECT SECTOR SPDR TRtechnology | $80,000 | +5.3% | 1,155 | 0.0% | 0.28% | +3.0% | |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $78,000 | 0.0% | 1,535 | 0.0% | 0.27% | -2.2% | |
| OHI | Buy | OMEGA HEALTHCARE INVS INC | $77,000 | +14.9% | 2,472 | +0.4% | 0.27% | +12.6% |
| HON | HONEYWELL INTL INC | $77,000 | 0.0% | 533 | 0.0% | 0.27% | -2.2% | |
| IEF | Sell | ISHARES TRbarclays 7 10 yr | $75,000 | -21.1% | 728 | -21.0% | 0.26% | -22.7% |
| CSCO | CISCO SYS INC | $72,000 | +1.4% | 1,664 | 0.0% | 0.25% | -0.4% | |
| BBT | BB&T CORP | $70,000 | -2.8% | 1,391 | 0.0% | 0.24% | -4.7% | |
| MMM | 3M CO | $66,000 | -9.6% | 333 | 0.0% | 0.23% | -11.5% | |
| IWF | ISHARES TRrus 1000 grw etf | $66,000 | +6.5% | 458 | 0.0% | 0.23% | +4.5% | |
| IIM | INVESCO VALUE MUN INCOME TR | $66,000 | -2.9% | 4,696 | 0.0% | 0.23% | -4.9% | |
| COKE | COCA COLA BOTTLING CO CONS | $59,000 | -21.3% | 433 | 0.0% | 0.21% | -23.1% | |
| CEF | CENTRAL FD CDA LTDcl a | $58,000 | -23.7% | 4,625 | 0.0% | 0.20% | -25.1% | |
| CCI | CROWN CASTLE INTL CORP NEW | $58,000 | -1.7% | 541 | 0.0% | 0.20% | -3.8% | |
| MPW | Buy | MEDICAL PPTYS TRUST INC | $56,000 | +7.7% | 4,006 | +0.1% | 0.20% | +5.4% |
| QCOM | Buy | QUALCOMM INC | $55,000 | +1.9% | 973 | +0.1% | 0.19% | -0.5% |
| VNQ | VANGUARD INDEX FDSreal estate etf | $55,000 | +7.8% | 671 | 0.0% | 0.19% | +5.5% | |
| IWD | ISHARES TRrus 1000 val etf | $51,000 | +2.0% | 417 | 0.0% | 0.18% | 0.0% | |
| JNJ | JOHNSON & JOHNSON | $51,000 | -3.8% | 417 | 0.0% | 0.18% | -5.8% | |
| GS | GOLDMAN SACHS GROUP INC | $45,000 | -11.8% | 202 | 0.0% | 0.16% | -13.7% | |
| PPH | Buy | VANECK VECTORS ETF TRpharmaceutical | $45,000 | +4.7% | 762 | +0.1% | 0.16% | +2.6% |
| LEO | DREYFUS STRATEGIC MUNS INC | $45,000 | -2.2% | 5,923 | 0.0% | 0.16% | -4.3% | |
| IWO | ISHARES TRrus 2000 grw etf | $43,000 | +7.5% | 212 | 0.0% | 0.15% | +4.9% | |
| IWN | ISHARES TRrus 2000 val etf | $40,000 | +8.1% | 307 | 0.0% | 0.14% | +6.1% | |
| RF | REGIONS FINL CORP NEW | $40,000 | -4.8% | 2,240 | 0.0% | 0.14% | -6.7% | |
| TYG | TORTOISE ENERGY INFRA CORP | $40,000 | +8.1% | 1,500 | 0.0% | 0.14% | +6.1% | |
| FB | Buy | FACEBOOK INCcl a | $39,000 | +25.8% | 200 | +3.6% | 0.14% | +22.5% |
| RWM | PROSHARES TRshrt russell2000 | $39,000 | -7.1% | 994 | 0.0% | 0.14% | -9.3% | |
| AABA | ALTABA INC | $36,000 | 0.0% | 492 | 0.0% | 0.13% | -2.3% | |
| SLV | ISHARES SILVER TRUSTishares | $36,000 | -2.7% | 2,375 | 0.0% | 0.13% | -4.5% | |
| PM | PHILIP MORRIS INTL INC | $36,000 | -20.0% | 450 | 0.0% | 0.13% | -21.7% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $35,000 | -7.9% | 251 | 0.0% | 0.12% | -10.3% | |
| GE | Buy | GENERAL ELECTRIC CO | $33,000 | 0.0% | 2,424 | +0.0% | 0.12% | -2.5% |
| ABBV | Buy | ABBVIE INC | $33,000 | +10.0% | 359 | +12.2% | 0.12% | +7.5% |
| MMU | WESTERN ASST MNGD MUN FD INC | $31,000 | -3.1% | 2,434 | 0.0% | 0.11% | -5.3% | |
| PMM | PUTNAM MANAGED MUN INCOM TR | $30,000 | 0.0% | 4,242 | 0.0% | 0.10% | -1.9% | |
| RTN | RAYTHEON CO | $29,000 | -9.4% | 148 | 0.0% | 0.10% | -11.4% | |
| XLF | SELECT SECTOR SPDR TRsbi int-finl | $29,000 | -3.3% | 1,084 | 0.0% | 0.10% | -5.6% | |
| AGG | Sell | ISHARES TRcore us aggbd et | $28,000 | -67.4% | 259 | -67.8% | 0.10% | -68.1% |
| TRGP | Buy | TARGA RES CORP | $28,000 | +1300.0% | 565 | +986.5% | 0.10% | +1300.0% |
| VTR | Buy | VENTAS INC | $28,000 | +1300.0% | 490 | +1300.0% | 0.10% | +1300.0% |
| ETP | New | ENERGY TRANSFER PARTNERS LPunit ltd prt int | $25,000 | – | 1,288 | +100.0% | 0.09% | – |
| RNP | New | COHEN & STEERS REIT & PFD IN | $25,000 | – | 1,313 | +100.0% | 0.09% | – |
| EUM | PROSHARES TR | $25,000 | +8.7% | 1,322 | 0.0% | 0.09% | +6.1% | |
| BBN | New | BLACKROCK TAX MUNICPAL BD TR | $25,000 | – | 1,146 | +100.0% | 0.09% | – |
| USA | New | LIBERTY ALL STAR EQUITY FDsh ben int | $25,000 | – | 3,888 | +100.0% | 0.09% | – |
| VKQ | New | INVESCO MUN TR | $25,000 | – | 2,116 | +100.0% | 0.09% | – |
| VGM | New | INVESCO TR INVT GRADE MUNS | $25,000 | – | 1,984 | +100.0% | 0.09% | – |
| PGX | New | INVESCO EXCHNG TRADED FD TRpfd etf | $25,000 | – | 1,721 | +100.0% | 0.09% | – |
| JQC | New | NUVEEN CR STRATEGIES INCM FD | $25,000 | – | 3,105 | +100.0% | 0.09% | – |
| FOF | New | COHEN & STEERS CLOSED END OP | $25,000 | – | 1,945 | +100.0% | 0.09% | – |
| MPLX | New | MPLX LP | $23,000 | – | 683 | +100.0% | 0.08% | – |
| GD | GENERAL DYNAMICS CORP | $23,000 | -17.9% | 125 | 0.0% | 0.08% | -20.0% | |
| MO | ALTRIA GROUP INC | $23,000 | -8.0% | 400 | 0.0% | 0.08% | -10.1% | |
| SH | PROSHARES TRshort s&p 500 ne | $22,000 | -4.3% | 764 | 0.0% | 0.08% | -6.1% | |
| LMT | LOCKHEED MARTIN CORP | $22,000 | -12.0% | 73 | 0.0% | 0.08% | -13.5% | |
| USL | UNITED STS 12 MONTH OIL FD Lunit ben int | $21,000 | +10.5% | 820 | 0.0% | 0.07% | +7.4% | |
| ABT | Buy | ABBOTT LABS | $20,000 | +5.3% | 327 | +0.6% | 0.07% | +2.9% |
| NZF | NUVEEN MUNICIPAL CREDIT INC | $20,000 | 0.0% | 1,388 | 0.0% | 0.07% | -1.4% | |
| IVE | ISHARES TRs&p 500 val etf | $18,000 | +5.9% | 160 | 0.0% | 0.06% | +3.3% | |
| APC | Sell | ANADARKO PETE CORP | $18,000 | +12.5% | 248 | -8.8% | 0.06% | +10.5% |
| CL | Buy | COLGATE PALMOLIVE CO | $18,000 | -5.3% | 272 | +0.4% | 0.06% | -7.4% |
| MRK | MERCK & CO INC | $17,000 | +6.2% | 286 | 0.0% | 0.06% | +3.5% | |
| FENY | FIDELITYmsci energy idx | $17,000 | +13.3% | 777 | 0.0% | 0.06% | +9.3% | |
| DIS | DISNEY WALT CO | $17,000 | +6.2% | 159 | 0.0% | 0.06% | +3.5% | |
| IWP | ISHARES TRrus md cp gr etf | $16,000 | +6.7% | 123 | 0.0% | 0.06% | +3.7% | |
| WRE | WASHINGTON REAL ESTATE INVTsh ben int | $16,000 | +6.7% | 544 | 0.0% | 0.06% | +3.7% | |
| ADSK | AUTODESK INC | $16,000 | +6.7% | 120 | 0.0% | 0.06% | +3.7% | |
| HYS | PIMCO ETF TR0-5 high yield | $14,000 | 0.0% | 142 | 0.0% | 0.05% | -2.0% | |
| AMZN | New | AMAZON COM INC | $14,000 | – | 8 | +100.0% | 0.05% | – |
| KR | KROGER CO | $14,000 | +16.7% | 506 | 0.0% | 0.05% | +14.0% | |
| MUB | Sell | ISHARES TRnational mun etf | $14,000 | -26.3% | 129 | -26.3% | 0.05% | -27.9% |
| WFC | WELLS FARGO CO NEW | $13,000 | +8.3% | 228 | 0.0% | 0.04% | +4.7% | |
| USO | UNITED STATES OIL FUND LPunits | $13,000 | +8.3% | 887 | 0.0% | 0.04% | +4.7% | |
| DWAS | New | INVESCO EXCHNG TRADED FD TRdwa smlcp ment | $12,000 | – | 218 | +100.0% | 0.04% | – |
| VDE | VANGUARD WORLD FDSenergy etf | $12,000 | +20.0% | 110 | 0.0% | 0.04% | +16.7% | |
| VEA | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $12,000 | 0.0% | 269 | 0.0% | 0.04% | -2.3% | |
| GIS | GENERAL MLS INC | $11,000 | 0.0% | 245 | 0.0% | 0.04% | -2.6% | |
| DUK | DUKE ENERGY CORP NEW | $11,000 | 0.0% | 145 | 0.0% | 0.04% | -2.6% | |
| IWS | ISHARES TRrus mdcp val etf | $11,000 | 0.0% | 124 | 0.0% | 0.04% | -2.6% | |
| EOG | EOG RES INC | $10,000 | +11.1% | 84 | 0.0% | 0.04% | +9.4% | |
| AMLP | Buy | ALPS ETF TRalerian mlp | $10,000 | +11.1% | 989 | +2.0% | 0.04% | +9.4% |
| RCL | ROYAL CARIBBEAN CRUISES LTD | $10,000 | -16.7% | 100 | 0.0% | 0.04% | -18.6% | |
| PSQ | PROSHARES TRshort qqq new | $9,000 | -10.0% | 279 | 0.0% | 0.03% | -13.9% | |
| PFE | PFIZER INC | $9,000 | 0.0% | 248 | 0.0% | 0.03% | -3.1% | |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $9,000 | +50.0% | 261 | +39.6% | 0.03% | +47.6% |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $8,000 | 0.0% | 71 | 0.0% | 0.03% | -3.4% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $8,000 | 0.0% | 156 | 0.0% | 0.03% | -3.4% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $8,000 | +14.3% | 55 | 0.0% | 0.03% | +12.0% | |
| JPIN | JP MORGAN EXCHANGE TRADED FDdiv rtn int eq | $8,000 | 0.0% | 143 | 0.0% | 0.03% | -3.4% | |
| SGDM | ALPS ETF TRsprott gl mine | $8,000 | 0.0% | 400 | 0.0% | 0.03% | -3.4% | |
| EIM | EATON VANCE MUN BD FD | $8,000 | 0.0% | 650 | 0.0% | 0.03% | -3.4% | |
| ZNOG | ZION OIL & GAS INC | $8,000 | -20.0% | 2,000 | 0.0% | 0.03% | -22.2% | |
| IVW | ISHARES TRs&p 500 grwt etf | $7,000 | +16.7% | 40 | 0.0% | 0.02% | +14.3% | |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $7,000 | -81.6% | 59 | -81.6% | 0.02% | -82.4% |
| IJR | ISHARES TRcore s&p scp etf | $7,000 | 0.0% | 89 | 0.0% | 0.02% | -4.0% | |
| FEYE | FIREEYE INC | $7,000 | 0.0% | 436 | 0.0% | 0.02% | -4.0% | |
| UNG | UNITED STATES NATL GAS FUNDunit par | $7,000 | +16.7% | 287 | 0.0% | 0.02% | +14.3% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $7,000 | 0.0% | 156 | 0.0% | 0.02% | -4.0% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $7,000 | 0.0% | 60 | 0.0% | 0.02% | -4.0% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $7,000 | 0.0% | 48 | 0.0% | 0.02% | -4.0% | |
| WMT | WALMART INC | $7,000 | 0.0% | 83 | 0.0% | 0.02% | -4.0% | |
| CVS | Sell | CVS HEALTH CORP | $6,000 | -25.0% | 92 | -31.9% | 0.02% | -27.6% |
| NVDA | Buy | NVIDIA CORP | $6,000 | +50.0% | 24 | +50.0% | 0.02% | +50.0% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $6,000 | +100.0% | 32 | +113.3% | 0.02% | +90.9% |
| GOOGL | ALPHABET INCcap stk cl a | $6,000 | +20.0% | 5 | 0.0% | 0.02% | +16.7% | |
| AMJ | JPMORGAN CHASE & COalerian ml etn | $6,000 | 0.0% | 230 | 0.0% | 0.02% | 0.0% | |
| HCP | Buy | HCP INC | $6,000 | +20.0% | 231 | +0.9% | 0.02% | +16.7% |
| T | Buy | AT&T INC | $6,000 | 0.0% | 197 | +23.1% | 0.02% | 0.0% |
| F | FORD MTR CO DEL | $6,000 | 0.0% | 498 | 0.0% | 0.02% | 0.0% | |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $5,000 | +150.0% | 179 | +208.6% | 0.02% | +142.9% |
| UBSI | UNITED BANKSHARES INC WEST V | $5,000 | 0.0% | 149 | 0.0% | 0.02% | -5.6% | |
| VAW | VANGUARD WORLD FDSmaterials etf | $5,000 | 0.0% | 37 | 0.0% | 0.02% | -5.6% | |
| NGG | NATIONAL GRID PLCsponsored adr ne | $5,000 | 0.0% | 89 | 0.0% | 0.02% | -5.6% | |
| MU | Buy | MICRON TECHNOLOGY INC | $5,000 | +25.0% | 102 | +47.8% | 0.02% | +21.4% |
| GG | GOLDCORP INC NEW | $4,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% | |
| BIDU | BAIDU INCspon adr rep a | $4,000 | +33.3% | 15 | 0.0% | 0.01% | +27.3% | |
| EXEL | Buy | EXELIXIS INC | $4,000 | +300.0% | 189 | +530.0% | 0.01% | +250.0% |
| FBND | FIDELITYtotal bd etf | $4,000 | -20.0% | 92 | 0.0% | 0.01% | -22.2% | |
| IGSB | ISHARES TR1 3 yr cr bd etf | $4,000 | 0.0% | 41 | 0.0% | 0.01% | 0.0% | |
| MODN | New | MODEL N INC | $4,000 | – | 193 | +100.0% | 0.01% | – |
| NFLX | Buy | NETFLIX INC | $4,000 | +300.0% | 9 | +80.0% | 0.01% | +250.0% |
| OR | OSISKO GOLD ROYALTIES LTD | $4,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% | |
| SPYG | SPDR SERIES TRUSTprtflo s&p500 gw | $4,000 | +33.3% | 100 | 0.0% | 0.01% | +27.3% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $4,000 | 0.0% | 76 | 0.0% | 0.01% | 0.0% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $4,000 | 0.0% | 56 | 0.0% | 0.01% | 0.0% | |
| V | VISA INC | $4,000 | 0.0% | 33 | 0.0% | 0.01% | 0.0% | |
| EPAY | New | BOTTOMLINE TECH DEL INC | $3,000 | – | 66 | +100.0% | 0.01% | – |
| VEEV | New | VEEVA SYS INC | $3,000 | – | 42 | +100.0% | 0.01% | – |
| REGL | Buy | PROSHARES TRs&p mdcp 400 div | $3,000 | 0.0% | 60 | +1.7% | 0.01% | -9.1% |
| BAC | BANK AMER CORP | $3,000 | -25.0% | 120 | 0.0% | 0.01% | -28.6% | |
| EXPD | New | EXPEDITORS INTL WASH INC | $3,000 | – | 45 | +100.0% | 0.01% | – |
| TRIP | New | TRIPADVISOR INC | $3,000 | – | 59 | +100.0% | 0.01% | – |
| MLNX | New | MELLANOX TECHNOLOGIES LTD | $3,000 | – | 39 | +100.0% | 0.01% | – |
| TWTR | Buy | TWITTER INC | $3,000 | +200.0% | 74 | +54.2% | 0.01% | +150.0% |
| ERIC | ERICSSONadr b sek 10 | $3,000 | 0.0% | 456 | 0.0% | 0.01% | -9.1% | |
| ENTG | New | ENTEGRIS INC | $3,000 | – | 94 | +100.0% | 0.01% | – |
| ETFC | New | E TRADE FINANCIAL CORP | $3,000 | – | 52 | +100.0% | 0.01% | – |
| RENW | ETF SER SOLUTIONSnyse pickens | $3,000 | +50.0% | 100 | 0.0% | 0.01% | +42.9% | |
| LOW | New | LOWES COS INC | $3,000 | – | 34 | +100.0% | 0.01% | – |
| UTL | New | UNITIL CORP | $3,000 | – | 63 | +100.0% | 0.01% | – |
| URBN | New | URBAN OUTFITTERS INC | $3,000 | – | 72 | +100.0% | 0.01% | – |
| RNR | RENAISSANCERE HOLDINGS LTD | $3,000 | 0.0% | 23 | 0.0% | 0.01% | -9.1% | |
| KORS | New | MICHAEL KORS HLDGS LTD | $3,000 | – | 48 | +100.0% | 0.01% | – |
| DXCM | New | DEXCOM INC | $3,000 | – | 34 | +100.0% | 0.01% | – |
| CPRT | New | COPART INC | $3,000 | – | 58 | +100.0% | 0.01% | – |
| C | CITIGROUP INC | $3,000 | -25.0% | 52 | 0.0% | 0.01% | -28.6% | |
| LH | New | LABORATORY CORP AMER HLDGS | $3,000 | – | 18 | +100.0% | 0.01% | – |
| LIVN | New | LIVANOVA PLC | $3,000 | – | 32 | +100.0% | 0.01% | – |
| CRAI | New | CRA INTL INC | $3,000 | – | 62 | +100.0% | 0.01% | – |
| BRKS | New | BROOKS AUTOMATION INC | $3,000 | – | 101 | +100.0% | 0.01% | – |
| VIAV | Buy | VIAVI SOLUTIONS INC | $3,000 | +50.0% | 336 | +115.4% | 0.01% | +42.9% |
| ADBE | Buy | ADOBE SYS INC | $3,000 | +200.0% | 14 | +133.3% | 0.01% | +150.0% |
| KMB | KIMBERLY CLARK CORP | $3,000 | 0.0% | 24 | 0.0% | 0.01% | -9.1% | |
| VMW | Buy | VMWARE INC | $3,000 | +200.0% | 23 | +109.1% | 0.01% | +150.0% |
| AEO | New | AMERICAN EAGLE OUTFITTERS NE | $3,000 | – | 140 | +100.0% | 0.01% | – |
| AXL | New | AMERICAN AXLE & MFG HLDGS IN | $3,000 | – | 201 | +100.0% | 0.01% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $3,000 | – | 216 | +100.0% | 0.01% | – |
| WELL | Buy | WELLTOWER INC | $3,000 | 0.0% | 55 | +1.9% | 0.01% | -9.1% |
| JD | JD COM INCspon adr cl a | $3,000 | 0.0% | 74 | 0.0% | 0.01% | -9.1% | |
| WEX | New | WEX INC | $3,000 | – | 18 | +100.0% | 0.01% | – |
| HEDJ | Buy | WISDOMTREE TReurope hedged eq | $3,000 | 0.0% | 43 | +2.4% | 0.01% | -9.1% |
| SHYG | ISHARES TR0-5yr hi yl cp | $3,000 | 0.0% | 74 | 0.0% | 0.01% | -9.1% | |
| MSFT | New | MICROSOFT CORP | $3,000 | – | 33 | +100.0% | 0.01% | – |
| QADA | New | QAD INCcl a | $3,000 | – | 63 | +100.0% | 0.01% | – |
| OKTA | New | OKTA INCcl a | $3,000 | – | 67 | +100.0% | 0.01% | – |
| IJH | ISHARES TRcore s&p mcp etf | $3,000 | 0.0% | 15 | 0.0% | 0.01% | -9.1% | |
| MTOR | New | MERITOR INC | $3,000 | – | 154 | +100.0% | 0.01% | – |
| EWG | ISHARES INCmsci germany etf | $3,000 | 0.0% | 89 | 0.0% | 0.01% | -9.1% | |
| FM | ISHARES INCmsci frntr100etf | $3,000 | -25.0% | 112 | 0.0% | 0.01% | -28.6% | |
| OSK | New | OSHKOSH CORP | $3,000 | – | 47 | +100.0% | 0.01% | – |
| NEWR | New | NEW RELIC INC | $3,000 | – | 33 | +100.0% | 0.01% | – |
| MOV | New | MOVADO GROUP INC | $3,000 | – | 67 | +100.0% | 0.01% | – |
| XBI | SPDR SERIES TRUSTs&p biotech | $3,000 | 0.0% | 33 | 0.0% | 0.01% | -9.1% | |
| IRDM | New | IRIDIUM COMMUNICATIONS INC | $3,000 | – | 203 | +100.0% | 0.01% | – |
| INTC | New | INTEL CORP | $3,000 | – | 66 | +100.0% | 0.01% | – |
| SIVB | New | SVB FINL GROUP | $3,000 | – | 10 | +100.0% | 0.01% | – |
| MPWR | New | MONOLITHIC PWR SYS INC | $3,000 | – | 25 | +100.0% | 0.01% | – |
| PAG | New | PENSKE AUTOMOTIVE GRP INC | $3,000 | – | 68 | +100.0% | 0.01% | – |
| NSP | New | INSPERITY INC | $3,000 | – | 35 | +100.0% | 0.01% | – |
| PETQ | PETIQ INC | $3,000 | 0.0% | 117 | 0.0% | 0.01% | -9.1% | |
| GRUB | New | GRUBHUB INC | $3,000 | – | 32 | +100.0% | 0.01% | – |
| NSTG | New | NANOSTRING TECHNOLOGIES INC | $3,000 | – | 233 | +100.0% | 0.01% | – |
| MLPX | GLOBAL X FDSglb x mlp enrg i | $3,000 | +50.0% | 192 | 0.0% | 0.01% | +42.9% | |
| ABMD | New | ABIOMED INC | $3,000 | – | 8 | +100.0% | 0.01% | – |
| MTCH | New | MATCH GROUP INC | $3,000 | – | 80 | +100.0% | 0.01% | – |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $3,000 | +50.0% | 79 | 0.0% | 0.01% | +42.9% | |
| FTNT | New | FORTINET INC | $3,000 | – | 52 | +100.0% | 0.01% | – |
| LDUR | PIMCO ETF TRenhncd lw dur ac | $3,000 | 0.0% | 26 | 0.0% | 0.01% | -9.1% | |
| OFIX | New | ORTHOFIX INTL N V | $3,000 | – | 56 | +100.0% | 0.01% | – |
| ONCE | New | SPARK THERAPEUTICS INC | $3,000 | – | 38 | +100.0% | 0.01% | – |
| FFIV | F5 NETWORKS INC | $3,000 | +50.0% | 16 | 0.0% | 0.01% | +42.9% | |
| TXN | New | TEXAS INSTRS INC | $3,000 | – | 30 | +100.0% | 0.01% | – |
| TTD | New | THE TRADE DESK INC | $3,000 | – | 37 | +100.0% | 0.01% | – |
| LULU | New | LULULEMON ATHLETICA INC | $3,000 | – | 26 | +100.0% | 0.01% | – |
| TIF | New | TIFFANY & CO NEW | $3,000 | – | 25 | +100.0% | 0.01% | – |
| MT | ARCELORMITTAL SA LUXEMBOURGny registry sh | $2,000 | 0.0% | 65 | 0.0% | 0.01% | 0.0% | |
| KHC | KRAFT HEINZ CO | $2,000 | 0.0% | 36 | 0.0% | 0.01% | 0.0% | |
| AIG | AMERICAN INTL GROUP INC | $2,000 | 0.0% | 33 | 0.0% | 0.01% | 0.0% | |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $2,000 | – | 36 | +100.0% | 0.01% | – |
| O | REALTY INCOME CORP | $2,000 | 0.0% | 30 | 0.0% | 0.01% | 0.0% | |
| SO | SOUTHERN CO | $2,000 | 0.0% | 42 | 0.0% | 0.01% | 0.0% | |
| RIO | RIO TINTO PLCsponsored adr | $2,000 | 0.0% | 36 | 0.0% | 0.01% | 0.0% | |
| HST | HOST HOTELS & RESORTS INC | $2,000 | 0.0% | 118 | 0.0% | 0.01% | 0.0% | |
| LUV | New | SOUTHWEST AIRLS CO | $2,000 | – | 30 | +100.0% | 0.01% | – |
| EVRI | EVERI HLDGS INC | $2,000 | +100.0% | 225 | 0.0% | 0.01% | +75.0% | |
| MQY | BLACKROCK MUNIYIELD QUALITY | $2,000 | 0.0% | 125 | 0.0% | 0.01% | 0.0% | |
| MZOR | MAZOR ROBOTICS LTDsponsored ads | $2,000 | -33.3% | 45 | 0.0% | 0.01% | -36.4% | |
| STM | STMICROELECTRONICS N Vny registry | $2,000 | 0.0% | 88 | 0.0% | 0.01% | 0.0% | |
| TACO | DEL TACO RESTAURANTS INC | $2,000 | +100.0% | 139 | 0.0% | 0.01% | +75.0% | |
| CTRP | CTRIP COM INTL LTD | $2,000 | 0.0% | 40 | 0.0% | 0.01% | 0.0% | |
| IEMG | ISHARES INCcore msci emkt | $2,000 | 0.0% | 36 | 0.0% | 0.01% | 0.0% | |
| UAA | UNDER ARMOUR INCcl a | $2,000 | +100.0% | 70 | 0.0% | 0.01% | +75.0% | |
| CB | Sell | CHUBB LIMITED | $2,000 | -66.7% | 19 | -57.8% | 0.01% | -66.7% |
| SCZ | ISHARES TReafe sml cp etf | $2,000 | 0.0% | 36 | 0.0% | 0.01% | 0.0% | |
| EXC | EXELON CORP | $2,000 | 0.0% | 45 | 0.0% | 0.01% | 0.0% | |
| INDA | ISHARES TRmsci india etf | $1,000 | -50.0% | 44 | 0.0% | 0.00% | -57.1% | |
| MOMO | MOMO INCadr | $1,000 | 0.0% | 21 | 0.0% | 0.00% | -25.0% | |
| QCP | QUALITY CARE PPTYS INC | $1,000 | 0.0% | 44 | 0.0% | 0.00% | -25.0% | |
| TIP | ISHARES TRtips bd etf | $1,000 | 0.0% | 5 | 0.0% | 0.00% | -25.0% | |
| SLYG | New | SPDR SERIES TRUSTs&p 600 smcp grw | $1,000 | – | 8 | +100.0% | 0.00% | – |
| SLB | SCHLUMBERGER LTD | $1,000 | 0.0% | 20 | 0.0% | 0.00% | -25.0% | |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $1,000 | – | 18 | +100.0% | 0.00% | – |
| HRTX | New | HERON THERAPEUTICS INC | $1,000 | – | 24 | +100.0% | 0.00% | – |
| ABB | ABB LTDsponsored adr | $1,000 | 0.0% | 30 | 0.0% | 0.00% | -25.0% | |
| GNE | Buy | GENIE ENERGY LTDcl b | $1,000 | 0.0% | 225 | +1.4% | 0.00% | -25.0% |
| SNAP | SNAP INCcl a | $1,000 | -50.0% | 100 | 0.0% | 0.00% | -57.1% | |
| FDX | FEDEX CORP | $1,000 | 0.0% | 5 | 0.0% | 0.00% | -25.0% | |
| X | UNITED STATES STL CORP NEW | $1,000 | 0.0% | 32 | 0.0% | 0.00% | -25.0% | |
| XRF | CHINA RAPID FIN LTDsponsored adr | $1,000 | -50.0% | 344 | 0.0% | 0.00% | -57.1% | |
| GOLD | BARRICK GOLD CORP | $1,000 | 0.0% | 100 | 0.0% | 0.00% | -25.0% | |
| APPN | APPIAN CORPcl a | $1,000 | 0.0% | 41 | 0.0% | 0.00% | -25.0% | |
| VSTO | VISTA OUTDOOR INC | $1,000 | 0.0% | 54 | 0.0% | 0.00% | -25.0% | |
| ASIX | ADVANSIX INC | $1,000 | 0.0% | 20 | 0.0% | 0.00% | -25.0% | |
| NBEV | NEW AGE BEVERAGES CORP | $1,000 | -50.0% | 668 | 0.0% | 0.00% | -57.1% | |
| UA | UNDER ARMOUR INCcl c | $0 | – | 21 | 0.0% | 0.00% | – | |
| XXII | New | 22ND CENTY GROUP INC | $0 | – | 100 | +100.0% | 0.00% | – |
| SWN | SOUTHWESTERN ENERGY CO | $0 | – | 80 | 0.0% | 0.00% | – | |
| EPR | EPR PPTYS | $0 | – | 5 | 0.0% | 0.00% | – | |
| EQT | Buy | EQT CORP | $0 | – | 0 | +100.0% | 0.00% | – |
| CC | CHEMOURS CO | $0 | – | 7 | 0.0% | 0.00% | – | |
| SPMD | New | SPDR SERIES TRUSTportfolio md etf | $0 | – | 12 | +100.0% | 0.00% | – |
| SNHY | Exit | SUN HYDRAULICS CORP | $0 | – | -26 | -100.0% | -0.00% | – |
| BWA | Exit | BORGWARNER INC | $0 | – | -28 | -100.0% | -0.00% | – |
| NWHM | Exit | NEW HOME CO INC | $0 | – | -134 | -100.0% | -0.00% | – |
| CW | Exit | CURTISS WRIGHT CORP | $0 | – | -11 | -100.0% | -0.00% | – |
| MRVL | Exit | MARVELL TECHNOLOGY GROUP LTDord | $0 | – | -64 | -100.0% | -0.00% | – |
| CRM | Exit | SALESFORCE COM INC | $0 | – | -12 | -100.0% | -0.00% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -26 | -100.0% | -0.00% | – |
| FSS | Exit | FEDERAL SIGNAL CORP | $0 | – | -64 | -100.0% | -0.00% | – |
| CAT | Exit | CATERPILLAR INC DEL | $0 | – | -10 | -100.0% | -0.00% | – |
| NOVT | Exit | NOVANTA INC | $0 | – | -27 | -100.0% | -0.00% | – |
| PRIM | Exit | PRIMORIS SVCS CORP | $0 | – | -57 | -100.0% | -0.00% | – |
| PETS | Exit | PETMED EXPRESS INC | $0 | – | -35 | -100.0% | -0.00% | – |
| ADI | Exit | ANALOG DEVICES INC | $0 | – | -15 | -100.0% | -0.00% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -7 | -100.0% | -0.00% | – |
| GPS | Exit | GAP INC DEL | $0 | – | -46 | -100.0% | -0.00% | – |
| AACH | Exit | AAC HLDGS INC | $0 | – | -125 | -100.0% | -0.00% | – |
| PGHEF | Exit | PENGROWTH ENERGY CORP | $0 | – | -1,143 | -100.0% | -0.00% | – |
| PRGS | Exit | PROGRESS SOFTWARE CORP | $0 | – | -36 | -100.0% | -0.00% | – |
| KEYS | Exit | KEYSIGHT TECHNOLOGIES INC | $0 | – | -27 | -100.0% | -0.00% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -7 | -100.0% | -0.00% | – |
| PX | Exit | PRAXAIR INC | $0 | – | -11 | -100.0% | -0.01% | – |
| AGX | Exit | ARGAN INC | $0 | – | -39 | -100.0% | -0.01% | – |
| CLR | Exit | CONTINENTAL RESOURCES INC | $0 | – | -26 | -100.0% | -0.01% | – |
| SNX | Exit | SYNNEX CORP | $0 | – | -14 | -100.0% | -0.01% | – |
| BR | Exit | BROADRIDGE FINL SOLUTIONS IN | $0 | – | -14 | -100.0% | -0.01% | – |
| PAHC | Exit | PHIBRO ANIMAL HEALTH CORP | $0 | – | -39 | -100.0% | -0.01% | – |
| RMBS | Exit | RAMBUS INC DEL | $0 | – | -145 | -100.0% | -0.01% | – |
| HAL | Exit | HALLIBURTON CO | $0 | – | -33 | -100.0% | -0.01% | – |
| NSIT | Exit | INSIGHT ENTERPRISES INC | $0 | – | -44 | -100.0% | -0.01% | – |
| SHAK | Exit | SHAKE SHACK INCcl a | $0 | – | -37 | -100.0% | -0.01% | – |
| HI | Exit | HILLENBRAND INC | $0 | – | -33 | -100.0% | -0.01% | – |
| SWK | Exit | STANLEY BLACK & DECKER INC | $0 | – | -10 | -100.0% | -0.01% | – |
| WING | Exit | WINGSTOP INC | $0 | – | -32 | -100.0% | -0.01% | – |
| TWX | Exit | TIME WARNER INC | $0 | – | -26 | -100.0% | -0.01% | – |
| PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -16 | -100.0% | -0.01% | – |
| IYR | Exit | ISHARES TRu.s. real es etf | $0 | – | -34 | -100.0% | -0.01% | – |
| OA | Exit | ORBITAL ATK INC | $0 | – | -27 | -100.0% | -0.01% | – |
| DWAS | Exit | POWERSHARES ETF TRUST IIdwa sc momnt ptf | $0 | – | -218 | -100.0% | -0.04% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -125 | -100.0% | -0.05% | – |
| KTF | Exit | DEUTSCHE MUN INCOME | $0 | – | -1,260 | -100.0% | -0.05% | – |
| BSV | Exit | VANGUARD BD INDEX FD INCshort trm bond | $0 | – | -190 | -100.0% | -0.05% | – |
| IGIB | Exit | ISHARES TRintrmd cr bd etf | $0 | – | -204 | -100.0% | -0.08% | – |
| Exit | CORPORATE CAP TR INC | $0 | – | -1,909 | -100.0% | -0.11% | – | |
| TSLA | Exit | TESLA INC | $0 | – | -400 | -100.0% | -0.38% | – |
| QQQ | Exit | POWERSHARES QQQ TRUSTunit ser 1 | $0 | – | -978 | -100.0% | -0.56% | – |
| PRF | Exit | POWERSHARES ETF TRUSTftse rafi 1000 | $0 | – | -8,870 | -100.0% | -3.49% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-07-31
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.