$46.7 Million is the total value of MACROVIEW INVESTMENT MANAGEMENT LLC's 315 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 46.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VNLA | Buy | JANUS DETROIT STR TRhendrsn shrt etf | $6,313,000 | +15.8% | 128,179 | +16.6% | 13.51% | +19.2% |
| PHYS | Sell | SPROTT PHYSICAL GOLD TRUSTunit | $4,086,000 | +5.1% | 311,468 | -2.4% | 8.74% | +8.2% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $3,373,000 | +159.5% | 34,079 | +166.3% | 7.22% | +167.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,740,000 | -6.2% | 10,631 | +17.2% | 5.86% | -3.4% |
| GLD | Sell | SPDR GOLD TRUST | $2,553,000 | -5.5% | 17,247 | -8.8% | 5.46% | -2.7% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $2,525,000 | -11.4% | 43,777 | +16.1% | 5.40% | -8.8% |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $2,228,000 | -3.0% | 42,694 | +20.2% | 4.77% | -0.2% |
| TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $2,085,000 | -21.1% | 43,466 | -19.4% | 4.46% | -18.7% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $1,918,000 | +36.9% | 63,391 | +71.1% | 4.10% | +40.9% |
| QUAL | Buy | ISHARES TRusa quality fctr | $1,861,000 | -2.3% | 22,964 | +21.7% | 3.98% | +0.6% |
| ESGU | New | ISHARES TResg msci usa etf | $1,380,000 | – | 23,997 | +100.0% | 2.95% | – |
| PFF | New | ISHARES TRpfd and incm sec | $1,209,000 | – | 37,977 | +100.0% | 2.59% | – |
| ACWI | Sell | ISHARES TRmsci acwi etf | $1,151,000 | -39.6% | 18,400 | -23.5% | 2.46% | -37.8% |
| LGLV | Buy | SPDR SER TRssga us lrg etf | $931,000 | -13.2% | 10,279 | +9.5% | 1.99% | -10.6% |
| IAU | Sell | ISHARES GOLD TRUSTishares | $790,000 | -16.6% | 52,452 | -19.7% | 1.69% | -14.2% |
| XNTK | Sell | SPDR SER TRnyse tech etf | $789,000 | -11.7% | 10,775 | -1.6% | 1.69% | -9.2% |
| IPAC | Buy | ISHARES TRcore msci pac | $675,000 | -14.4% | 14,564 | +7.8% | 1.44% | -12.0% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $609,000 | -11.6% | 2,357 | +10.6% | 1.30% | -9.0% |
| IEF | Sell | ISHARES TRbarclays 7 10 yr | $534,000 | -44.4% | 4,396 | -49.6% | 1.14% | -42.8% |
| SIZE | Sell | ISHARES TRusa size factor | $454,000 | -31.7% | 6,357 | -6.8% | 0.97% | -29.7% |
| ESGE | New | ISHARES INCesg msci em etf | $436,000 | – | 15,912 | +100.0% | 0.93% | – |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $422,000 | -16.8% | 4,081 | +0.3% | 0.90% | -14.3% |
| ORCL | ORACLE CORP | $415,000 | -8.8% | 8,584 | 0.0% | 0.89% | -6.1% | |
| PUTW | Sell | WISDOMTREE TRcboe s&p 500 | $380,000 | -61.3% | 16,897 | -51.0% | 0.81% | -60.2% |
| AAPL | Sell | APPLE INC | $355,000 | -15.5% | 1,397 | -2.4% | 0.76% | -12.9% |
| IEFA | Sell | ISHARES TRcore msci eafe | $318,000 | -34.4% | 6,376 | -14.3% | 0.68% | -32.5% |
| UNP | UNION PAC CORP | $256,000 | -22.0% | 1,816 | 0.0% | 0.55% | -19.6% | |
| IEUR | Sell | ISHARES TRcore msci euro | $213,000 | -37.2% | 5,747 | -15.5% | 0.46% | -35.3% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $188,000 | -48.2% | 1,305 | -26.1% | 0.40% | -46.8% |
| XBI | Buy | SPDR SER TRs&p biotech | $187,000 | +6133.3% | 2,421 | +7236.4% | 0.40% | +6566.7% |
| IWM | ISHARES TRput | $172,000 | -30.9% | 1,500 | 0.0% | 0.37% | -29.0% | |
| SNSR | New | GLOBAL X FDSinternet of thng | $164,000 | – | 8,972 | +100.0% | 0.35% | – |
| BOTZ | New | GLOBAL X FDSrbtcs artfl inte | $164,000 | – | 9,048 | +100.0% | 0.35% | – |
| CLOU | New | GLOBAL X FDS | $156,000 | – | 10,690 | +100.0% | 0.33% | – |
| D | DOMINION ENERGY INC | $154,000 | -13.0% | 2,134 | 0.0% | 0.33% | -10.3% | |
| CHIQ | New | GLOBAL X FDSmsci china cnsmr | $151,000 | – | 9,314 | +100.0% | 0.32% | – |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $136,000 | -4.2% | 1,557 | +0.2% | 0.29% | -1.4% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $135,000 | -9.4% | 1,610 | +25.1% | 0.29% | -6.8% |
| CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $119,000 | – | 4,621 | +100.0% | 0.26% | – |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $119,000 | -19.0% | 650 | 0.0% | 0.26% | -16.7% | |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $118,000 | -88.0% | 4,155 | -84.2% | 0.25% | -87.7% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $117,000 | -15.2% | 2,082 | +26.9% | 0.25% | -12.9% |
| NVR | NVR INC | $110,000 | -32.9% | 43 | 0.0% | 0.24% | -31.1% | |
| MLN | Sell | VANECK VECTORS ETF TRamt free long mu | $106,000 | -19.7% | 5,175 | -17.9% | 0.23% | -17.2% |
| MILN | New | GLOBAL X FDSmill themc etf | $102,000 | – | 5,093 | +100.0% | 0.22% | – |
| COKE | COCA COLA CONSOLIDATED INC | $90,000 | -26.8% | 433 | 0.0% | 0.19% | -24.6% | |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $88,000 | -9.3% | 1,258 | +21.0% | 0.19% | -6.9% |
| MTUM | Sell | ISHARES TRusa momentum fct | $88,000 | -28.5% | 831 | -15.4% | 0.19% | -26.6% |
| ITM | Sell | VANECK VECTORS ETF TRamt free int etf | $85,000 | -25.4% | 1,738 | -23.6% | 0.18% | -23.2% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $82,000 | -13.7% | 1,016 | -1.5% | 0.18% | -11.2% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $81,000 | -33.1% | 710 | -2.5% | 0.17% | -31.3% |
| EFA | Sell | ISHARES TRmsci eafe etf | $77,000 | -53.9% | 1,449 | -39.6% | 0.16% | -52.4% |
| AMZN | Buy | AMAZON COM INC | $74,000 | +146.7% | 38 | +137.5% | 0.16% | +154.8% |
| MUB | Sell | ISHARES TRnational mun etf | $71,000 | -65.0% | 628 | -64.7% | 0.15% | -64.0% |
| HON | HONEYWELL INTL INC | $71,000 | -24.5% | 533 | 0.0% | 0.15% | -22.1% | |
| PRF | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $70,000 | -54.5% | 755 | -38.1% | 0.15% | -53.1% |
| PFE | PFIZER INC | $67,000 | -16.2% | 2,052 | 0.0% | 0.14% | -13.9% | |
| IWR | Sell | ISHARES TRrus mid cap etf | $65,000 | -63.5% | 1,497 | -49.9% | 0.14% | -62.4% |
| CSCO | CISCO SYS INC | $62,000 | -18.4% | 1,586 | 0.0% | 0.13% | -15.8% | |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $61,000 | -25.6% | 1,120 | -27.0% | 0.13% | -22.9% |
| XOM | Buy | EXXON MOBIL CORP | $57,000 | -44.1% | 1,510 | +3.4% | 0.12% | -42.5% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $55,000 | -23.6% | 399 | +7.5% | 0.12% | -21.3% |
| JNJ | JOHNSON & JOHNSON | $52,000 | -10.3% | 397 | 0.0% | 0.11% | -8.3% | |
| CVX | CHEVRON CORP NEW | $48,000 | -40.0% | 663 | 0.0% | 0.10% | -38.0% | |
| MVF | Sell | BLACKROCK MUNIVEST FD INC | $48,000 | -31.4% | 5,903 | -23.7% | 0.10% | -29.5% |
| BA | BOEING CO | $46,000 | -53.5% | 305 | 0.0% | 0.10% | -52.4% | |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $45,000 | -31.8% | 448 | +8.7% | 0.10% | -29.9% |
| TFC | Buy | TRUIST FINL CORP | $45,000 | -42.3% | 1,453 | +4.5% | 0.10% | -40.7% |
| MMM | 3M CO | $45,000 | -23.7% | 333 | 0.0% | 0.10% | -22.0% | |
| CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $44,000 | 0.0% | 3,000 | 0.0% | 0.09% | +3.3% | |
| IWF | ISHARES TRrus 1000 grw etf | $42,000 | -14.3% | 279 | 0.0% | 0.09% | -11.8% | |
| ATI | ALLEGHENY TECHNOLOGIES INC | $40,000 | -58.3% | 4,660 | 0.0% | 0.09% | -57.0% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $38,000 | -11.6% | 674 | 0.0% | 0.08% | -9.0% | |
| QLD | Sell | PROSHARES TR | $37,000 | -33.9% | 409 | -11.5% | 0.08% | -31.9% |
| IWD | ISHARES TRrus 1000 val etf | $36,000 | -26.5% | 358 | 0.0% | 0.08% | -24.5% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $36,000 | -16.3% | 323 | 0.0% | 0.08% | -13.5% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $36,000 | -20.0% | 384 | 0.0% | 0.08% | -18.1% | |
| IVE | Buy | ISHARES TRs&p 500 val etf | $35,000 | +29.6% | 366 | +78.5% | 0.08% | +33.9% |
| SGOL | ABERDEEN STD GOLD ETF TR | $34,000 | +3.0% | 2,250 | 0.0% | 0.07% | +5.8% | |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $34,000 | -10.5% | 193 | +21.4% | 0.07% | -7.6% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $34,000 | -90.2% | 1,001 | -87.0% | 0.07% | -89.9% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $33,000 | +26.9% | 545 | +59.8% | 0.07% | +31.5% |
| VXX | New | BARCLAYS BK PLCshrt trm etn 48 | $33,000 | – | 717 | +100.0% | 0.07% | – |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $32,000 | -11.1% | 358 | +0.3% | 0.07% | -9.3% |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $32,000 | -84.5% | 883 | -82.1% | 0.07% | -84.2% |
| IIM | Sell | INVESCO VALUE MUN INCOME TR | $30,000 | -34.8% | 2,126 | -28.9% | 0.06% | -33.3% |
| ABT | Buy | ABBOTT LABS | $29,000 | 0.0% | 366 | +9.3% | 0.06% | +3.3% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $29,000 | -21.6% | 263 | +22.3% | 0.06% | -19.5% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $27,000 | +107.7% | 162 | +134.8% | 0.06% | +114.8% |
| ABBV | Buy | ABBVIE INC | $27,000 | -12.9% | 353 | +1.4% | 0.06% | -9.4% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $26,000 | -93.9% | 537 | -93.6% | 0.06% | -93.7% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $23,000 | -23.3% | 256 | +0.8% | 0.05% | -21.0% |
| LMT | Buy | LOCKHEED MARTIN CORP | $23,000 | -14.8% | 69 | +1.5% | 0.05% | -12.5% |
| MGC | New | VANGUARD WORLD FDmega cap index | $23,000 | – | 255 | +100.0% | 0.05% | – |
| MRK | MERCK & CO. INC | $22,000 | -15.4% | 286 | 0.0% | 0.05% | -13.0% | |
| SPDW | SPDR INDEX SHS FDSportfolio devlpd | $21,000 | -22.2% | 876 | 0.0% | 0.04% | -19.6% | |
| SPTM | New | SPDR SER TRportfoli s&p1500 | $20,000 | – | 648 | +100.0% | 0.04% | – |
| ADSK | AUTODESK INC | $19,000 | -13.6% | 120 | 0.0% | 0.04% | -10.9% | |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $19,000 | -9.5% | 450 | +29.3% | 0.04% | -6.8% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $19,000 | +58.3% | 649 | +213.5% | 0.04% | +64.0% |
| RTN | Buy | RAYTHEON CO | $18,000 | -41.9% | 140 | +0.7% | 0.04% | -39.1% |
| BSCN | Sell | INVESCO EXCH TRD SLF IDX FD | $18,000 | -84.5% | 849 | -84.4% | 0.04% | -83.8% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $18,000 | -55.0% | 151 | -42.1% | 0.04% | -53.0% |
| GD | GENERAL DYNAMICS CORP | $17,000 | -22.7% | 125 | 0.0% | 0.04% | -21.7% | |
| OHI | Sell | OMEGA HEALTHCARE INVS INC | $16,000 | -78.1% | 608 | -64.6% | 0.03% | -77.6% |
| PMM | Sell | PUTNAM MANAGED MUN INCOME TR | $16,000 | -46.7% | 2,260 | -40.1% | 0.03% | -45.2% |
| PPH | VANECK VECTORS ETF TRpharmaceutical | $16,000 | -15.8% | 300 | 0.0% | 0.03% | -12.8% | |
| NVDA | Sell | NVIDIA CORP | $15,000 | -16.7% | 57 | -26.9% | 0.03% | -13.5% |
| DIS | DISNEY WALT CO | $15,000 | -34.8% | 159 | 0.0% | 0.03% | -33.3% | |
| NG | NOVAGOLD RES INC | $15,000 | -16.7% | 2,000 | 0.0% | 0.03% | -13.5% | |
| GE | Buy | GENERAL ELECTRIC CO | $13,000 | -27.8% | 1,650 | +0.1% | 0.03% | -24.3% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $13,000 | -7.1% | 486 | +18.8% | 0.03% | -3.4% |
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $13,000 | -23.5% | 212 | 0.0% | 0.03% | -20.0% | |
| WRE | WASHINGTON REAL ESTATE INVTsh ben int | $13,000 | -18.8% | 544 | 0.0% | 0.03% | -15.2% | |
| MMU | Sell | WESTERN ASSET MANAGED MUNS F | $12,000 | -45.5% | 974 | -42.2% | 0.03% | -43.5% |
| TZA | New | DIREXION SHS ETF TRdaily sm cp bear | $12,000 | – | 200 | +100.0% | 0.03% | – |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $12,000 | -33.3% | 120 | 0.0% | 0.03% | -29.7% | |
| CCI | CROWN CASTLE INTL CORP NEW | $11,000 | 0.0% | 75 | 0.0% | 0.02% | +4.3% | |
| GOOGL | ALPHABET INCcap stk cl a | $10,000 | -16.7% | 9 | 0.0% | 0.02% | -16.0% | |
| USL | UNITED STS 12 MONTH OIL FD Lunit ben int | $10,000 | -47.4% | 820 | 0.0% | 0.02% | -46.2% | |
| DUK | DUKE ENERGY CORP NEW | $10,000 | -9.1% | 121 | 0.0% | 0.02% | -8.7% | |
| NKE | Buy | NIKE INCcl b | $10,000 | +100.0% | 123 | +127.8% | 0.02% | +110.0% |
| MPW | Sell | MEDICAL PPTYS TRUST INC | $9,000 | -64.0% | 540 | -54.6% | 0.02% | -63.5% |
| XMLV | Buy | INVESCO EXCHANGE-TRADED FD Ts&p midcp low | $9,000 | -25.0% | 218 | +0.9% | 0.02% | -24.0% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $9,000 | -10.0% | 160 | +0.6% | 0.02% | -9.5% |
| SH | Sell | PROSHARES TRshort s&p 500 ne | $8,000 | -46.7% | 285 | -54.2% | 0.02% | -45.2% |
| CRUS | Sell | CIRRUS LOGIC INC | $8,000 | -27.3% | 115 | -10.9% | 0.02% | -26.1% |
| SGDM | SPROTT ETF TRgold miners etf | $8,000 | -20.0% | 400 | 0.0% | 0.02% | -19.0% | |
| JPM | Buy | JPMORGAN CHASE & CO | $8,000 | -11.1% | 87 | +33.8% | 0.02% | -10.5% |
| FINX | New | GLOBAL X FDSfintech etf | $8,000 | – | 326 | +100.0% | 0.02% | – |
| ITA | ISHARES TRus aer def etf | $7,000 | -30.0% | 47 | 0.0% | 0.02% | -28.6% | |
| CGC | Sell | CANOPY GROWTH CORP | $7,000 | -41.7% | 485 | -13.4% | 0.02% | -40.0% |
| CL | Buy | COLGATE PALMOLIVE CO | $7,000 | -12.5% | 112 | +0.9% | 0.02% | -11.8% |
| LEO | Sell | BNY MELLON STRATEGIC MUNS IN | $7,000 | -82.5% | 933 | -79.9% | 0.02% | -81.9% |
| CWENA | CLEARWAY ENERGY INCcl a | $6,000 | 0.0% | 338 | 0.0% | 0.01% | +8.3% | |
| ETR | ENTERGY CORP NEW | $6,000 | -25.0% | 66 | 0.0% | 0.01% | -23.5% | |
| FB | FACEBOOK INCcl a | $6,000 | -14.3% | 33 | 0.0% | 0.01% | -13.3% | |
| LLY | LILLY ELI & CO | $6,000 | +20.0% | 41 | 0.0% | 0.01% | +30.0% | |
| PPL | PPL CORP | $6,000 | -25.0% | 226 | 0.0% | 0.01% | -23.5% | |
| WMT | WALMART INC | $6,000 | 0.0% | 52 | 0.0% | 0.01% | +8.3% | |
| QCOM | Buy | QUALCOMM INC | $5,000 | +66.7% | 76 | +94.9% | 0.01% | +83.3% |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $5,000 | -16.7% | 226 | 0.0% | 0.01% | -8.3% | |
| KTF | Sell | DWS MUN INCOME TR | $5,000 | -61.5% | 419 | -62.5% | 0.01% | -59.3% |
| AY | ATLANTICA YIELD PLC | $5,000 | -16.7% | 246 | 0.0% | 0.01% | -8.3% | |
| T | AT&T INC | $5,000 | -16.7% | 160 | 0.0% | 0.01% | -8.3% | |
| TSLA | New | TESLA INC | $5,000 | – | 10 | +100.0% | 0.01% | – |
| NZF | Sell | NUVEEN MUNICIPAL CREDIT INC | $5,000 | -54.5% | 377 | -42.4% | 0.01% | -52.2% |
| SAND | SANDSTORM GOLD LTD | $5,000 | -28.6% | 1,000 | 0.0% | 0.01% | -26.7% | |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $5,000 | -44.4% | 118 | +1.7% | 0.01% | -42.1% |
| NGG | NATIONAL GRID PLCsponsored adr ne | $5,000 | -16.7% | 89 | 0.0% | 0.01% | -8.3% | |
| BSCL | Sell | INVESCO EXCH TRD SLF IDX FD | $5,000 | -91.1% | 219 | -91.7% | 0.01% | -90.5% |
| SOCL | New | GLOBAL X FDSsocial med etf | $4,000 | – | 134 | +100.0% | 0.01% | – |
| NFLX | New | NETFLIX INC | $4,000 | – | 10 | +100.0% | 0.01% | – |
| UBER | New | UBER TECHNOLOGIES INC | $4,000 | – | 130 | +100.0% | 0.01% | – |
| NEM | NEWMONT CORP | $4,000 | 0.0% | 98 | 0.0% | 0.01% | +12.5% | |
| SBUX | STARBUCKS CORP | $4,000 | -20.0% | 55 | 0.0% | 0.01% | -10.0% | |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $4,000 | +33.3% | 26 | -35.0% | 0.01% | +50.0% |
| SNAP | Buy | SNAP INCcl a | $4,000 | +100.0% | 307 | +207.0% | 0.01% | +125.0% |
| GILD | New | GILEAD SCIENCES INC | $4,000 | – | 50 | +100.0% | 0.01% | – |
| AMLP | Buy | ALPS ETF TRalerian mlp | $4,000 | -55.6% | 1,145 | +2.5% | 0.01% | -52.6% |
| SLY | Buy | SPDR SER TRs&p 600 sml cap | $4,000 | 0.0% | 86 | +45.8% | 0.01% | +12.5% |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $4,000 | -20.0% | 80 | 0.0% | 0.01% | -10.0% | |
| AAL | New | AMERICAN AIRLS GROUP INC | $4,000 | – | 300 | +100.0% | 0.01% | – |
| PM | PHILIP MORRIS INTL INC | $4,000 | -20.0% | 53 | 0.0% | 0.01% | -10.0% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $3,000 | -25.0% | 41 | 0.0% | 0.01% | -25.0% | |
| GWPH | New | GW PHARMACEUTICALS PLCads | $3,000 | – | 29 | +100.0% | 0.01% | – |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $3,000 | 0.0% | 14 | +16.7% | 0.01% | 0.0% |
| JBL | JABIL INC | $3,000 | -40.0% | 112 | 0.0% | 0.01% | -40.0% | |
| ADM | ARCHER DANIELS MIDLAND CO | $3,000 | -25.0% | 89 | 0.0% | 0.01% | -25.0% | |
| OR | OSISKO GOLD ROYALTIES LTD | $3,000 | -25.0% | 400 | 0.0% | 0.01% | -25.0% | |
| PNC | PNC FINL SVCS GROUP INC | $3,000 | -40.0% | 31 | 0.0% | 0.01% | -40.0% | |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $3,000 | 0.0% | 64 | +1.6% | 0.01% | 0.0% |
| FTNT | Sell | FORTINET INC | $3,000 | -25.0% | 27 | -18.2% | 0.01% | -25.0% |
| PYPL | Sell | PAYPAL HLDGS INC | $3,000 | -57.1% | 33 | -49.2% | 0.01% | -60.0% |
| FORM | Sell | FORMFACTOR INC | $3,000 | -25.0% | 132 | -12.0% | 0.01% | -25.0% |
| UBSI | UNITED BANKSHARES INC WEST V | $3,000 | -50.0% | 149 | 0.0% | 0.01% | -50.0% | |
| KMB | KIMBERLY CLARK CORP | $3,000 | 0.0% | 25 | 0.0% | 0.01% | 0.0% | |
| BPOP | POPULAR INC | $3,000 | -40.0% | 82 | 0.0% | 0.01% | -40.0% | |
| WING | New | WINGSTOP INC | $3,000 | – | 35 | +100.0% | 0.01% | – |
| BWXT | BWX TECHNOLOGIES INC | $3,000 | -25.0% | 70 | 0.0% | 0.01% | -25.0% | |
| REGL | PROSHARES TRs&p mdcp 400 div | $3,000 | -25.0% | 61 | 0.0% | 0.01% | -25.0% | |
| DBX | New | DROPBOX INCcl a | $3,000 | – | 155 | +100.0% | 0.01% | – |
| NVCR | New | NOVOCURE LTD | $3,000 | – | 40 | +100.0% | 0.01% | – |
| MO | ALTRIA GROUP INC | $3,000 | 0.0% | 65 | 0.0% | 0.01% | 0.0% | |
| INTC | INTEL CORP | $3,000 | 0.0% | 52 | 0.0% | 0.01% | 0.0% | |
| IPHI | Sell | INPHI CORP | $3,000 | -25.0% | 38 | -25.5% | 0.01% | -25.0% |
| TER | Sell | TERADYNE INC | $3,000 | -25.0% | 49 | -10.9% | 0.01% | -25.0% |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $3,000 | 0.0% | 50 | -7.4% | 0.01% | 0.0% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $3,000 | -25.0% | 12 | -29.4% | 0.01% | -25.0% |
| TGT | TARGET CORP | $3,000 | -25.0% | 35 | 0.0% | 0.01% | -25.0% | |
| COUP | New | COUPA SOFTWARE INC | $3,000 | – | 19 | +100.0% | 0.01% | – |
| COST | New | COSTCO WHSL CORP NEW | $3,000 | – | 9 | +100.0% | 0.01% | – |
| TMUS | New | T MOBILE US INC | $3,000 | – | 36 | +100.0% | 0.01% | – |
| MXIM | Sell | MAXIM INTEGRATED PRODS INC | $3,000 | -25.0% | 52 | -14.8% | 0.01% | -25.0% |
| CLDR | New | CLOUDERA INC | $3,000 | – | 333 | +100.0% | 0.01% | – |
| SWKS | Sell | SKYWORKS SOLUTIONS INC | $3,000 | -25.0% | 28 | -20.0% | 0.01% | -25.0% |
| CTXS | New | CITRIX SYS INC | $3,000 | – | 20 | +100.0% | 0.01% | – |
| FIVN | Sell | FIVE9 INC | $3,000 | 0.0% | 40 | -24.5% | 0.01% | 0.0% |
| XLF | SELECT SECTOR SPDR TRsbi int-finl | $3,000 | -40.0% | 151 | 0.0% | 0.01% | -40.0% | |
| EXEL | Buy | EXELIXIS INC | $3,000 | +200.0% | 185 | +516.7% | 0.01% | +200.0% |
| CAT | CATERPILLAR INC DEL | $3,000 | -25.0% | 30 | 0.0% | 0.01% | -25.0% | |
| MSFT | New | MICROSOFT CORP | $3,000 | – | 17 | +100.0% | 0.01% | – |
| MDB | New | MONGODB INCcl a | $3,000 | – | 19 | +100.0% | 0.01% | – |
| STX | New | SEAGATE TECHNOLOGY PLC | $3,000 | – | 59 | +100.0% | 0.01% | – |
| VEEV | Buy | VEEVA SYS INC | $3,000 | 0.0% | 20 | +5.3% | 0.01% | 0.0% |
| FVRR | New | FIVERR INTL LTD | $2,000 | – | 88 | +100.0% | 0.00% | – |
| HRTX | Buy | HERON THERAPEUTICS INC | $2,000 | +100.0% | 187 | +679.2% | 0.00% | +100.0% |
| GWW | GRAINGER W W INC | $2,000 | -33.3% | 8 | 0.0% | 0.00% | -33.3% | |
| GS | GOLDMAN SACHS GROUP INC | $2,000 | -33.3% | 15 | 0.0% | 0.00% | -33.3% | |
| GPS | New | GAP INC | $2,000 | – | 214 | +100.0% | 0.00% | – |
| LRCX | Sell | LAM RESEARCH CORP | $2,000 | -50.0% | 9 | -30.8% | 0.00% | -50.0% |
| LKNCY | New | LUCKIN COFFEE INCsponsored ads | $2,000 | – | 78 | +100.0% | 0.00% | – |
| LULU | Sell | LULULEMON ATHLETICA INC | $2,000 | -33.3% | 13 | -13.3% | 0.00% | -33.3% |
| MKSI | New | MKS INSTRS INC | $2,000 | – | 29 | +100.0% | 0.00% | – |
| MTSI | Sell | MACOM TECH SOLUTIONS HLDGS I | $2,000 | -50.0% | 113 | -19.9% | 0.00% | -50.0% |
| MCD | New | MCDONALDS CORP | $2,000 | – | 14 | +100.0% | 0.00% | – |
| MDLA | New | MEDALLIA INC | $2,000 | – | 118 | +100.0% | 0.00% | – |
| MS | New | MORGAN STANLEY | $2,000 | – | 65 | +100.0% | 0.00% | – |
| DAVA | New | ENDAVA PLCads | $2,000 | – | 56 | +100.0% | 0.00% | – |
| NTNX | New | NUTANIX INCcl a | $2,000 | – | 126 | +100.0% | 0.00% | – |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $2,000 | -33.3% | 150 | 0.0% | 0.00% | -33.3% | |
| PPG | PPG INDS INC | $2,000 | -33.3% | 21 | 0.0% | 0.00% | -33.3% | |
| PTC | New | PTC INC | $2,000 | – | 40 | +100.0% | 0.00% | – |
| PENN | PENN NATL GAMING INC | $2,000 | -50.0% | 151 | 0.0% | 0.00% | -50.0% | |
| DT | New | DYNATRACE INC | $2,000 | – | 91 | +100.0% | 0.00% | – |
| PCH | POTLATCHDELTIC CORPORATION | $2,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
| DAL | New | DELTA AIR LINES INC DEL | $2,000 | – | 75 | +100.0% | 0.00% | – |
| QRVO | Sell | QORVO INC | $2,000 | -50.0% | 28 | -22.2% | 0.00% | -50.0% |
| PWR | QUANTA SVCS INC | $2,000 | -33.3% | 72 | 0.0% | 0.00% | -33.3% | |
| RMBS | New | RAMBUS INC DEL | $2,000 | – | 209 | +100.0% | 0.00% | – |
| ROK | New | ROCKWELL AUTOMATION INC | $2,000 | – | 15 | +100.0% | 0.00% | – |
| RY | ROYAL BK CDA | $2,000 | -33.3% | 37 | 0.0% | 0.00% | -33.3% | |
| DDOG | New | DATADOG INC | $2,000 | – | 67 | +100.0% | 0.00% | – |
| CROX | New | CROCS INC | $2,000 | – | 112 | +100.0% | 0.00% | – |
| CLGX | Sell | CORELOGIC INC | $2,000 | -50.0% | 62 | -31.1% | 0.00% | -50.0% |
| STZ | New | CONSTELLATION BRANDS INCcl a | $2,000 | – | 11 | +100.0% | 0.00% | – |
| COP | CONOCOPHILLIPS | $2,000 | -50.0% | 60 | 0.0% | 0.00% | -50.0% | |
| FNDE | SCHWAB STRATEGIC TRschwb fdt emk lg | $2,000 | -33.3% | 104 | 0.0% | 0.00% | -33.3% | |
| C | CITIGROUP INC | $2,000 | -50.0% | 56 | 0.0% | 0.00% | -50.0% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $2,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $2,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| CM | CANADIAN IMP BK COMM | $2,000 | -33.3% | 32 | 0.0% | 0.00% | -33.3% | |
| BKE | Sell | BUCKLE INC | $2,000 | -50.0% | 129 | -4.4% | 0.00% | -50.0% |
| NOW | New | SERVICENOW INC | $2,000 | – | 8 | +100.0% | 0.00% | – |
| S | New | SPRINT CORPORATION | $2,000 | – | 200 | +100.0% | 0.00% | – |
| MQY | BLACKROCK MUNIYIELD MICH QUA | $2,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
| BYND | New | BEYOND MEAT INC | $2,000 | – | 30 | +100.0% | 0.00% | – |
| STT | New | STATE STR CORP | $2,000 | – | 44 | +100.0% | 0.00% | – |
| SYNA | Sell | SYNAPTICS INC | $2,000 | -50.0% | 42 | -28.8% | 0.00% | -50.0% |
| TCF | Buy | TCF FINANCIAL CORPORATION NE | $2,000 | -33.3% | 74 | +1.4% | 0.00% | -33.3% |
| TGNA | New | TEGNA INC | $2,000 | – | 202 | +100.0% | 0.00% | – |
| TPX | Sell | TEMPUR SEALY INTL INC | $2,000 | -50.0% | 37 | -14.0% | 0.00% | -50.0% |
| TXRH | New | TEXAS ROADHOUSE INC | $2,000 | – | 50 | +100.0% | 0.00% | – |
| BAX | BAXTER INTL INC | $2,000 | -33.3% | 30 | 0.0% | 0.00% | -33.3% | |
| TW | Sell | TRADEWEB MKTS INCcl a | $2,000 | -33.3% | 58 | -22.7% | 0.00% | -33.3% |
| BAC | New | BK OF AMERICA CORP | $2,000 | – | 100 | +100.0% | 0.00% | – |
| TSN | TYSON FOODS INCcl a | $2,000 | -33.3% | 36 | 0.0% | 0.00% | -33.3% | |
| UCTT | New | ULTRA CLEAN HLDGS INC | $2,000 | – | 141 | +100.0% | 0.00% | – |
| ACB | AURORA CANNABIS INC | $2,000 | -66.7% | 2,750 | 0.0% | 0.00% | -66.7% | |
| VLO | VALERO ENERGY CORP | $2,000 | -60.0% | 49 | 0.0% | 0.00% | -60.0% | |
| MOAT | New | VANECK VECTORS ETF TRmorningstar wide | $2,000 | – | 40 | +100.0% | 0.00% | – |
| AMAT | Sell | APPLIED MATLS INC | $2,000 | -50.0% | 49 | -18.3% | 0.00% | -50.0% |
| EMLC | New | VANECK VECTORS ETF TRjp morgan mkts | $2,000 | – | 60 | +100.0% | 0.00% | – |
| PLAN | Buy | ANAPLAN INC | $2,000 | -33.3% | 66 | +1.5% | 0.00% | -33.3% |
| CRMT | New | AMERICAS CAR MART INC | $2,000 | – | 28 | +100.0% | 0.00% | – |
| VBR | VANGUARD INDEX FDSsm cp val etf | $2,000 | -33.3% | 21 | 0.0% | 0.00% | -33.3% | |
| WNS | New | WNS HOLDINGS LTDspon adr | $2,000 | – | 44 | +100.0% | 0.00% | – |
| WDC | New | WESTERN DIGITAL CORP. | $2,000 | – | 51 | +100.0% | 0.00% | – |
| HEDJ | WISDOMTREE TReurope hedged eq | $2,000 | -33.3% | 44 | 0.0% | 0.00% | -33.3% | |
| AES | Buy | AES CORP | $2,000 | -33.3% | 174 | +0.6% | 0.00% | -33.3% |
| ZUMZ | New | ZUMIEZ INC | $2,000 | – | 117 | +100.0% | 0.00% | – |
| AMBA | Buy | AMBARELLA INC | $2,000 | -33.3% | 50 | +4.2% | 0.00% | -33.3% |
| JAZZ | Sell | JAZZ PHARMACEUTICALS PLC | $2,000 | -50.0% | 23 | -8.0% | 0.00% | -50.0% |
| GLOB | New | GLOBANT S A | $2,000 | – | 24 | +100.0% | 0.00% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $2,000 | – | 11 | +100.0% | 0.00% | – |
| IWN | ISHARES TRrus 2000 val etf | $2,000 | -33.3% | 23 | 0.0% | 0.00% | -33.3% | |
| EAT | New | BRINKER INTL INC | $1,000 | – | 85 | +100.0% | 0.00% | – |
| AMRN | Sell | AMARIN CORP PLCspons adr new | $1,000 | -75.0% | 185 | -10.2% | 0.00% | -75.0% |
| M | New | MACYS INC | $1,000 | – | 233 | +100.0% | 0.00% | – |
| VUZI | VUZIX CORP | $1,000 | 0.0% | 550 | 0.0% | 0.00% | 0.0% | |
| DXC | DXC TECHNOLOGY CO | $1,000 | -50.0% | 49 | 0.0% | 0.00% | -50.0% | |
| F | FORD MTR CO DEL | $1,000 | -50.0% | 172 | 0.0% | 0.00% | -50.0% | |
| EOG | EOG RES INC | $1,000 | -50.0% | 26 | 0.0% | 0.00% | -50.0% | |
| JACK | New | JACK IN THE BOX INC | $1,000 | – | 41 | +100.0% | 0.00% | – |
| APHA | Sell | APHRIA INC | $1,000 | -50.0% | 209 | -35.3% | 0.00% | -50.0% |
| GEO | GEO GROUP INC NEW | $1,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% | |
| GRUB | New | GRUBHUB INC | $1,000 | – | 20 | +100.0% | 0.00% | – |
| NCLH | New | NORWEGIAN CRUISE LINE HLDG L | $1,000 | – | 50 | +100.0% | 0.00% | – |
| HST | HOST HOTELS & RESORTS INC | $1,000 | -50.0% | 118 | 0.0% | 0.00% | -50.0% | |
| HUN | HUNTSMAN CORP | $1,000 | -50.0% | 91 | 0.0% | 0.00% | -50.0% | |
| TEL | TE CONNECTIVITY LTD | $1,000 | -50.0% | 21 | 0.0% | 0.00% | -50.0% | |
| IP | INTL PAPER CO | $1,000 | -50.0% | 42 | 0.0% | 0.00% | -50.0% | |
| TIP | ISHARES TRtips bd etf | $1,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| ABB | ABB LTDsponsored adr | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| SNBR | New | SLEEP NUMBER CORP | $1,000 | – | 65 | +100.0% | 0.00% | – |
| EQNR | Buy | EQUINOR ASAsponsored adr | $1,000 | -50.0% | 100 | +1.0% | 0.00% | -50.0% |
| EVRI | EVERI HLDGS INC | $1,000 | -66.7% | 225 | 0.0% | 0.00% | -66.7% | |
| MYGN | MYRIAD GENETICS INC | $1,000 | -50.0% | 71 | 0.0% | 0.00% | -50.0% | |
| MPC | Buy | MARATHON PETE CORP | $1,000 | -50.0% | 38 | +2.7% | 0.00% | -50.0% |
| EPR | EPR PPTYS | $0 | – | 5 | 0.0% | 0.00% | – | |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $0 | -100.0% | 12 | -99.9% | 0.00% | -100.0% |
| TACO | DEL TACO RESTAURANTS INC | $0 | -100.0% | 139 | 0.0% | 0.00% | -100.0% | |
| SCHA | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | 3 | 0.0% | 0.00% | – | |
| CC | CHEMOURS CO | $0 | – | 7 | 0.0% | 0.00% | – | |
| DD | DUPONT DE NEMOURS INC | $0 | -100.0% | 11 | 0.0% | 0.00% | -100.0% | |
| DOW | DOW INC | $0 | -100.0% | 11 | 0.0% | 0.00% | -100.0% | |
| WAB | WABTEC | $0 | – | 4 | 0.0% | 0.00% | – | |
| AIG | AMERICAN INTL GROUP INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| SLYG | Sell | SPDR SER TRs&p 600 smcp grw | $0 | -100.0% | 8 | -98.8% | 0.00% | -100.0% |
| AIGWS | AMERICAN INTL GROUP INC*w exp 01/19/202 | $0 | – | 1 | 0.0% | 0.00% | – | |
| CTVA | CORTEVA INC | $0 | – | 11 | 0.0% | 0.00% | – | |
| SLB | SCHLUMBERGER LTD | $0 | -100.0% | 20 | 0.0% | 0.00% | -100.0% | |
| TMQ | TRILOGY METALS INC NEW | $0 | -100.0% | 333 | 0.0% | 0.00% | -100.0% | |
| TRGP | TARGA RES CORP | $0 | -100.0% | 52 | 0.0% | 0.00% | -100.0% | |
| LADR | LADDER CAP CORPcl a | $0 | -100.0% | 86 | 0.0% | 0.00% | -100.0% | |
| KLAC | Exit | KLA CORPORATION | $0 | – | -18 | -100.0% | -0.01% | – |
| FNF | Exit | FIDELITY NATIONAL FINANCIAL | $0 | – | -72 | -100.0% | -0.01% | – |
| GPN | Exit | GLOBAL PMTS INC | $0 | – | -19 | -100.0% | -0.01% | – |
| OXY | Exit | OCCIDENTAL PETE CORP | $0 | – | -72 | -100.0% | -0.01% | – |
| GPI | Exit | GROUP 1 AUTOMOTIVE INC | $0 | – | -33 | -100.0% | -0.01% | – |
| ACAD | Exit | ACADIA PHARMACEUTICALS INC | $0 | – | -77 | -100.0% | -0.01% | – |
| TEAM | Exit | ATLASSIAN CORP PLCcl a | $0 | – | -25 | -100.0% | -0.01% | – |
| KBH | Exit | KB HOME | $0 | – | -91 | -100.0% | -0.01% | – |
| LAD | Exit | LITHIA MTRS INCcl a | $0 | – | -18 | -100.0% | -0.01% | – |
| HLIT | Exit | HARMONIC INC | $0 | – | -425 | -100.0% | -0.01% | – |
| LYFT | Exit | LYFT INC | $0 | – | -73 | -100.0% | -0.01% | – |
| INCY | Exit | INCYTE CORP | $0 | – | -37 | -100.0% | -0.01% | – |
| MKTX | Exit | MARKETAXESS HLDGS INC | $0 | – | -8 | -100.0% | -0.01% | – |
| SPSC | Exit | SPS COMMERCE INC | $0 | – | -65 | -100.0% | -0.01% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -17 | -100.0% | -0.01% | – |
| INSM | Exit | INSMED INC | $0 | – | -174 | -100.0% | -0.01% | – |
| EVER | Exit | EVERQUOTE INC | $0 | – | -103 | -100.0% | -0.01% | – |
| PH | Exit | PARKER HANNIFIN CORP | $0 | – | -18 | -100.0% | -0.01% | – |
| ICHR | Exit | ICHOR HOLDINGS | $0 | – | -114 | -100.0% | -0.01% | – |
| JD | Exit | JD COM INCspon adr cl a | $0 | – | -108 | -100.0% | -0.01% | – |
| CMG | Exit | CHIPOTLE MEXICAN GRILL INC | $0 | – | -5 | -100.0% | -0.01% | – |
| SIMO | Exit | SILICON MOTION TECHNOLOGY COsponsored adr | $0 | – | -79 | -100.0% | -0.01% | – |
| KPTI | Exit | KARYOPHARM THERAPEUTICS INC | $0 | – | -205 | -100.0% | -0.01% | – |
| SPLK | Exit | SPLUNK INC | $0 | – | -25 | -100.0% | -0.01% | – |
| RH | Exit | RH | $0 | – | -19 | -100.0% | -0.01% | – |
| PRFT | Exit | PERFICIENT INC | $0 | – | -79 | -100.0% | -0.01% | – |
| ERIC | Exit | ERICSSONadr b sek 10 | $0 | – | -456 | -100.0% | -0.01% | – |
| LITE | Exit | LUMENTUM HLDGS INC | $0 | – | -52 | -100.0% | -0.01% | – |
| CYBR | Exit | CYBERARK SOFTWARE LTD | $0 | – | -33 | -100.0% | -0.01% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -11 | -100.0% | -0.01% | – |
| TTD | Exit | THE TRADE DESK INC | $0 | – | -17 | -100.0% | -0.01% | – |
| DXCM | Exit | DEXCOM INC | $0 | – | -17 | -100.0% | -0.01% | – |
| ENPH | Exit | ENPHASE ENERGY INC | $0 | – | -176 | -100.0% | -0.01% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDSintl bd idx etf | $0 | – | -89 | -100.0% | -0.01% | – |
| FEYE | Exit | FIREEYE INC | $0 | – | -436 | -100.0% | -0.02% | – |
| EIM | Exit | EATON VANCE MUN BD FD | $0 | – | -650 | -100.0% | -0.02% | – |
| SPSB | Exit | SPDR SERIES TRUSTportfolio short | $0 | – | -426 | -100.0% | -0.03% | – |
| BSCP | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -745 | -100.0% | -0.03% | – |
| IGM | Exit | ISHARES TRexpnd tec sc etf | $0 | – | -65 | -100.0% | -0.03% | – |
| SPYV | Exit | SPDR SERIES TRUSTprtflo s&p500 vl | $0 | – | -642 | -100.0% | -0.05% | – |
| TEAF | Exit | TORTOISE ESSENTIAL ASSETS IN | $0 | – | -1,366 | -100.0% | -0.05% | – |
| ATAX | Exit | AMERICA FIRST MULTIFAMILY INben unit ctf | $0 | – | -3,040 | -100.0% | -0.05% | – |
| SHLX | Exit | SHELL MIDSTREAM PARTNERS L Punit ltd int | $0 | – | -1,142 | -100.0% | -0.05% | – |
| VMO | Exit | INVESCO MUN OPPORTUNITY TR | $0 | – | -1,885 | -100.0% | -0.05% | – |
| IRM | Exit | IRON MTN INC NEW | $0 | – | -721 | -100.0% | -0.05% | – |
| BTT | Exit | BLACKROCK MUN 2030 TAR TERM | $0 | – | -983 | -100.0% | -0.05% | – |
| DRE | Exit | DUKE REALTY CORP | $0 | – | -702 | -100.0% | -0.05% | – |
| NAD | Exit | NUVEEN QUALITY MUNCP INCOME | $0 | – | -1,639 | -100.0% | -0.05% | – |
| PCI | Exit | PIMCO DYNMIC CREDIT AND MRT | $0 | – | -959 | -100.0% | -0.05% | – |
| DOC | Exit | PHYSICIANS RLTY TR | $0 | – | -1,341 | -100.0% | -0.05% | – |
| JPI | Exit | NUVEEN PFD & INCOME TERM FD | $0 | – | -965 | -100.0% | -0.05% | – |
| MRRL | Exit | UBS AG LONDON BRHetracs mntly pay | $0 | – | -1,862 | -100.0% | -0.06% | – |
| TYG | Exit | TORTOISE ENERGY INFRA CORP | $0 | – | -1,500 | -100.0% | -0.06% | – |
| BEP | Exit | BROOKFIELD RENEWABLE PARTNERpartnership unit | $0 | – | -570 | -100.0% | -0.06% | – |
| JWN | Exit | NORDSTROM INC | $0 | – | -672 | -100.0% | -0.06% | – |
| SLV | Exit | ISHARES SILVER TRUSTishares | $0 | – | -1,960 | -100.0% | -0.07% | – |
| VGK | Exit | VANGUARD INTL EQUITY INDEX Fftse europe etf | $0 | – | -964 | -100.0% | -0.12% | – |
| EFAV | Exit | ISHARES TRmin vol eafe etf | $0 | – | -1,284 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-06
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.