$77.3 Million is the total value of MACROVIEW INVESTMENT MANAGEMENT LLC's 408 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 70.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ESGU | Buy | ISHARES TResg awr msci usa | $5,399,000 | +25.6% | 54,830 | +25.7% | 6.99% | +21.3% |
| IEFA | Buy | ISHARES TRcore msci eafe | $4,233,000 | +76.5% | 57,005 | +78.0% | 5.48% | +70.4% |
| PHYS | Buy | SPROTT PHYSICAL GOLD TRunit | $4,143,000 | -0.4% | 300,193 | +1.2% | 5.36% | -3.9% |
| JMBS | Buy | JANUS DETROIT STR TRhenderson mtg | $3,616,000 | +16.0% | 68,018 | +16.0% | 4.68% | +12.0% |
| PTBD | Buy | PACER FDS TRtrendpilot us bd | $3,190,000 | -1.9% | 117,625 | +0.2% | 4.13% | -5.3% |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $2,597,000 | +0.3% | 30,188 | +0.4% | 3.36% | -3.2% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $2,566,000 | -1.9% | 28,987 | +0.4% | 3.32% | -5.3% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $2,226,000 | +0.5% | 16,899 | +1.4% | 2.88% | -3.0% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $1,809,000 | +14.5% | 37,431 | +14.7% | 2.34% | +10.5% |
| IAU | Buy | GOLD TRishares new | $1,809,000 | +7.0% | 54,145 | +8.0% | 2.34% | +3.3% |
| PFF | Buy | ISHARES TRpfd and incm sec | $1,800,000 | +9.2% | 46,387 | +10.7% | 2.33% | +5.4% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $1,719,000 | +1.7% | 6,533 | +3.8% | 2.22% | -1.9% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,534,000 | +2.2% | 3,561 | +2.0% | 1.98% | -1.3% |
| SENT | New | ADVISORSHARES TRalpha dna equity | $1,469,000 | – | 54,881 | +100.0% | 1.90% | – |
| SMLR | New | SEMLER SCIENTIFIC INC | $1,380,000 | – | 11,035 | +100.0% | 1.79% | – |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $1,127,000 | +6.0% | 12,925 | +6.4% | 1.46% | +2.3% |
| AAPL | Buy | APPLE INC | $918,000 | +11.5% | 6,485 | +8.0% | 1.19% | +7.7% |
| ORCL | Buy | ORACLE CORP | $773,000 | +12.4% | 8,875 | +0.4% | 1.00% | +8.5% |
| ESGE | Buy | ISHARES INCesg awr msci em | $756,000 | -8.1% | 18,254 | +0.1% | 0.98% | -11.3% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $458,000 | +5.3% | 4,193 | +8.9% | 0.59% | +1.7% |
| XBI | Buy | SPDR SER TRs&p biotech | $396,000 | -0.8% | 3,148 | +6.9% | 0.51% | -4.3% |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $379,000 | +7.1% | 10,377 | +2.4% | 0.49% | +3.2% |
| SNSR | Buy | GLOBAL X FDSinternet of thng | $373,000 | +2.5% | 10,276 | +0.9% | 0.48% | -1.0% |
| IWM | Buy | ISHARES TRput | $372,000 | +8.1% | 1,700 | +13.3% | 0.48% | +4.3% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $345,000 | +16.9% | 7,085 | +12.2% | 0.45% | +12.9% |
| CHIQ | Buy | GLOBAL X FDSmsci china cnsmr | $311,000 | -8.8% | 11,107 | +15.2% | 0.40% | -12.0% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $302,000 | -2.3% | 7,092 | +4.6% | 0.39% | -5.6% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $277,000 | +0.4% | 5,483 | +0.0% | 0.36% | -3.2% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $192,000 | +10.3% | 1,279 | +10.8% | 0.25% | +6.4% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $189,000 | +12.5% | 1,853 | +12.6% | 0.24% | +8.9% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $153,000 | 0.0% | 1,619 | +0.6% | 0.20% | -3.4% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $149,000 | -4.5% | 680 | +0.3% | 0.19% | -7.7% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $148,000 | +5.0% | 1,418 | +4.6% | 0.19% | +1.6% |
| AMZN | Buy | AMAZON COM INC | $131,000 | -2.2% | 40 | +2.6% | 0.17% | -5.6% |
| PUTW | Buy | WISDOMTREE TRcboe s&p 500 | $130,000 | +36.8% | 3,995 | +33.5% | 0.17% | +32.3% |
| EFA | Buy | ISHARES TRmsci eafe etf | $110,000 | +1.9% | 1,408 | +2.4% | 0.14% | -2.1% |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $105,000 | +38.2% | 4,136 | +39.4% | 0.14% | +33.3% |
| AGG | Buy | ISHARES TRcore us aggbd et | $102,000 | 0.0% | 884 | +0.1% | 0.13% | -3.6% |
| ITM | Buy | VANECK ETF TRUSTintrmdt muni etf | $99,000 | +23.8% | 1,938 | +25.0% | 0.13% | +19.6% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $91,000 | +7.1% | 331 | +5.8% | 0.12% | +3.5% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $73,000 | +4.3% | 466 | +5.2% | 0.09% | 0.0% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $70,000 | +11.1% | 889 | +14.3% | 0.09% | +8.3% |
| CVX | Buy | CHEVRON CORP NEW | $69,000 | +1.5% | 679 | +5.1% | 0.09% | -2.2% |
| BA | Buy | BOEING CO | $66,000 | -8.3% | 302 | +0.7% | 0.08% | -12.4% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $65,000 | +14.0% | 628 | +15.4% | 0.08% | +10.5% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $57,000 | -3.4% | 1,133 | +5.1% | 0.07% | -6.3% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $54,000 | +1.9% | 298 | +1.4% | 0.07% | -1.4% |
| PDBC | Buy | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $54,000 | +116.0% | 2,543 | +100.7% | 0.07% | +105.9% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $52,000 | +4.0% | 835 | +500.7% | 0.07% | 0.0% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $51,000 | 0.0% | 667 | +2.5% | 0.07% | -2.9% |
| LGLV | Buy | SPDR SER TRssga us lrg etf | $46,000 | 0.0% | 344 | +0.3% | 0.06% | -3.2% |
| WMT | Buy | WALMART INC | $44,000 | +528.6% | 319 | +513.5% | 0.06% | +533.3% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $43,000 | +34.4% | 671 | +33.7% | 0.06% | +30.2% |
| ABBV | Buy | ABBVIE INC | $41,000 | -2.4% | 378 | +1.1% | 0.05% | -5.4% |
| ABT | Buy | ABBOTT LABS | $41,000 | +2.5% | 343 | +0.3% | 0.05% | -1.9% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $39,000 | 0.0% | 712 | +0.6% | 0.05% | -3.8% |
| ABNB | Buy | AIRBNB INC | $38,000 | +322.2% | 229 | +288.1% | 0.05% | +308.3% |
| FEZ | Buy | SPDR INDEX SHS FDSeuro stoxx 50 | $36,000 | +56.5% | 805 | +65.0% | 0.05% | +51.6% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $35,000 | 0.0% | 663 | +0.3% | 0.04% | -4.3% |
| NVDA | Buy | NVIDIA CORPORATION | $33,000 | +13.8% | 160 | +344.4% | 0.04% | +10.3% |
| MRK | Buy | MERCK & CO INC | $32,000 | +45.5% | 426 | +47.4% | 0.04% | +41.4% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $30,000 | +3.4% | 768 | +2.7% | 0.04% | 0.0% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $29,000 | 0.0% | 211 | +0.5% | 0.04% | -2.6% |
| FINX | Buy | GLOBAL X FDSfintech etf | $28,000 | +33.3% | 576 | +28.0% | 0.04% | +28.6% |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $27,000 | – | 123 | +100.0% | 0.04% | – |
| SLY | Buy | SPDR SER TRs&p 600 sml cap | $25,000 | 0.0% | 266 | +4.7% | 0.03% | -5.9% |
| New | GENERAL ELECTRIC CO | $23,000 | – | 220 | +100.0% | 0.03% | – | |
| LOW | Buy | LOWES COS INC | $22,000 | +450.0% | 106 | +430.0% | 0.03% | +460.0% |
| BBY | Buy | BEST BUY INC | $21,000 | +425.0% | 199 | +468.6% | 0.03% | +440.0% |
| KB | New | KB FINL GROUP INCsponsored adr | $20,000 | – | 440 | +100.0% | 0.03% | – |
| HD | Buy | HOME DEPOT INC | $20,000 | +122.2% | 60 | +106.9% | 0.03% | +116.7% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $17,000 | +70.0% | 231 | +84.8% | 0.02% | +69.2% |
| OUNZ | New | VANECK MERK GOLD TRgold trust | $17,000 | – | 1,000 | +100.0% | 0.02% | – |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $16,000 | +60.0% | 6 | +50.0% | 0.02% | +61.5% |
| CCL | New | CARNIVAL CORPunit 99/99/9999 | $16,000 | – | 652 | +100.0% | 0.02% | – |
| New | LUCID GROUP INC | $16,000 | – | 645 | +100.0% | 0.02% | – | |
| SNAP | Buy | SNAP INCcl a | $15,000 | +114.3% | 207 | +107.0% | 0.02% | +111.1% |
| CRM | New | SALESFORCE COM INC | $14,000 | – | 51 | +100.0% | 0.02% | – |
| QCOM | Buy | QUALCOMM INC | $14,000 | +133.3% | 110 | +175.0% | 0.02% | +125.0% |
| BX | New | BLACKSTONE INC | $13,000 | – | 114 | +100.0% | 0.02% | – |
| DUK | Buy | DUKE ENERGY CORP NEW | $13,000 | 0.0% | 128 | +0.8% | 0.02% | 0.0% |
| LULU | Buy | LULULEMON ATHLETICA INC | $13,000 | +225.0% | 33 | +175.0% | 0.02% | +240.0% |
| ZS | Buy | ZSCALER INC | $12,000 | +100.0% | 44 | +69.2% | 0.02% | +100.0% |
| FB | Buy | FACEBOOK INCcl a | $12,000 | +200.0% | 36 | +200.0% | 0.02% | +220.0% |
| ISCV | Buy | ISHARES TRmrning sm cp etf | $12,000 | 0.0% | 214 | +0.5% | 0.02% | 0.0% |
| XMLV | Buy | INVESCO EXCH TRADED FD TR IIs&p midcp low | $12,000 | 0.0% | 223 | +0.5% | 0.02% | 0.0% |
| MRNA | New | MODERNA INC | $12,000 | – | 31 | +100.0% | 0.02% | – |
| RLJ | Buy | RLJ LODGING TR | $11,000 | 0.0% | 752 | +0.1% | 0.01% | -6.7% |
| SONY | New | SONY GROUP CORPORATIONsponsored adr | $11,000 | – | 97 | +100.0% | 0.01% | – |
| SMTC | Buy | SEMTECH CORP | $11,000 | +120.0% | 135 | +104.5% | 0.01% | +100.0% |
| FTNT | Buy | FORTINET INC | $11,000 | +450.0% | 38 | +375.0% | 0.01% | +366.7% |
| CRUS | New | CIRRUS LOGIC INC | $10,000 | – | 117 | +100.0% | 0.01% | – |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $10,000 | 0.0% | 164 | +0.6% | 0.01% | 0.0% |
| DVN | New | DEVON ENERGY CORP NEW | $10,000 | – | 287 | +100.0% | 0.01% | – |
| ARKK | Buy | ARK ETF TRinnovation etf | $10,000 | -9.1% | 95 | +13.1% | 0.01% | -13.3% |
| WSM | Buy | WILLIAMS SONOMA INC | $10,000 | +150.0% | 54 | +116.0% | 0.01% | +160.0% |
| SNOW | New | SNOWFLAKE INCcl a | $10,000 | – | 32 | +100.0% | 0.01% | – |
| CARG | Buy | CARGURUS INC | $10,000 | +150.0% | 321 | +119.9% | 0.01% | +160.0% |
| XM | New | QUALTRICS INTL INC | $10,000 | – | 241 | +100.0% | 0.01% | – |
| HAYW | New | HAYWARD HLDGS INC | $10,000 | – | 439 | +100.0% | 0.01% | – |
| GDYN | New | GRID DYNAMICS HLDGS INCcl a | $10,000 | – | 339 | +100.0% | 0.01% | – |
| MIME | Buy | MIMECAST LTD | $10,000 | +100.0% | 151 | +75.6% | 0.01% | +85.7% |
| CCRN | New | CROSS CTRY HEALTHCARE INC | $10,000 | – | 454 | +100.0% | 0.01% | – |
| CROX | New | CROCS INC | $10,000 | – | 73 | +100.0% | 0.01% | – |
| CRTO | New | CRITEO S Aspons ads | $10,000 | – | 260 | +100.0% | 0.01% | – |
| COST | Buy | COSTCO WHSL CORP NEW | $10,000 | +150.0% | 23 | +109.1% | 0.01% | +160.0% |
| TPX | Buy | TEMPUR SEALY INTL INC | $10,000 | +150.0% | 225 | +100.9% | 0.01% | +160.0% |
| ENV | New | ENVESTNET INC | $10,000 | – | 126 | +100.0% | 0.01% | – |
| TIP | Buy | ISHARES TRtips bd etf | $10,000 | 0.0% | 82 | +1.2% | 0.01% | 0.0% |
| PCTY | Buy | PAYLOCITY HLDG CORP | $10,000 | +100.0% | 34 | +41.7% | 0.01% | +85.7% |
| XOP | New | SPDR SER TRs&p oilgas exp | $10,000 | – | 101 | +100.0% | 0.01% | – |
| SGMS | New | SCIENTIFIC GAMES CORP | $10,000 | – | 117 | +100.0% | 0.01% | – |
| AAN | Buy | THE AARONS COMPANY INC | $10,000 | +150.0% | 352 | +193.3% | 0.01% | +160.0% |
| AAP | Buy | ADVANCE AUTO PARTS INC | $10,000 | +100.0% | 49 | +122.7% | 0.01% | +85.7% |
| LKQ | New | LKQ CORP | $10,000 | – | 191 | +100.0% | 0.01% | – |
| BOOT | Buy | BOOT BARN HLDGS INC | $10,000 | +100.0% | 111 | +98.2% | 0.01% | +85.7% |
| LSCC | New | LATTICE SEMICONDUCTOR CORP | $10,000 | – | 150 | +100.0% | 0.01% | – |
| VSTO | Buy | VISTA OUTDOOR INC | $10,000 | +100.0% | 241 | +123.1% | 0.01% | +85.7% |
| ONTO | Buy | ONTO INNOVATION INC | $10,000 | +100.0% | 132 | +109.5% | 0.01% | +85.7% |
| BAH | New | BOOZ ALLEN HAMILTON HLDG CORcl a | $10,000 | – | 131 | +100.0% | 0.01% | – |
| NVT | Buy | NVENT ELECTRIC PLC | $10,000 | +150.0% | 302 | +123.7% | 0.01% | +160.0% |
| ST | Buy | SENSATA TECHNOLOGIES HLDG PL | $10,000 | +150.0% | 174 | +145.1% | 0.01% | +160.0% |
| OXM | New | OXFORD INDS INC | $9,000 | – | 99 | +100.0% | 0.01% | – |
| URBN | Buy | URBAN OUTFITTERS INC | $9,000 | +80.0% | 294 | +162.5% | 0.01% | +71.4% |
| SOCL | Buy | GLOBAL X FDSsocial med etf | $9,000 | -10.0% | 148 | +10.4% | 0.01% | -7.7% |
| GPS | New | GAP INC | $9,000 | – | 375 | +100.0% | 0.01% | – |
| FTV | New | FORTIVE CORP | $9,000 | – | 129 | +100.0% | 0.01% | – |
| EMR | Buy | EMERSON ELEC CO | $9,000 | +125.0% | 96 | +128.6% | 0.01% | +140.0% |
| VECO | New | VEECO INSTRS INC DEL | $9,000 | – | 414 | +100.0% | 0.01% | – |
| DKS | Buy | DICKS SPORTING GOODS INC | $9,000 | +80.0% | 77 | +54.0% | 0.01% | +71.4% |
| DENN | New | DENNYS CORP | $9,000 | – | 579 | +100.0% | 0.01% | – |
| PLAY | Buy | DAVE & BUSTERS ENTMT INC | $9,000 | +125.0% | 236 | +133.7% | 0.01% | +140.0% |
| WING | New | WINGSTOP INC | $9,000 | – | 56 | +100.0% | 0.01% | – |
| COUR | New | COURSERA INC | $9,000 | – | 290 | +100.0% | 0.01% | – |
| WDAY | New | WORKDAY INCcl a | $9,000 | – | 35 | +100.0% | 0.01% | – |
| JACK | Buy | JACK IN THE BOX INC | $9,000 | +125.0% | 93 | +165.7% | 0.01% | +140.0% |
| Z | New | ZILLOW GROUP INCcl c cap stk | $9,000 | – | 102 | +100.0% | 0.01% | – |
| CL | Buy | COLGATE PALMOLIVE CO | $9,000 | 0.0% | 116 | +0.9% | 0.01% | 0.0% |
| TGT | New | TARGET CORP | $9,000 | – | 38 | +100.0% | 0.01% | – |
| SPT | New | SPROUT SOCIAL INC | $9,000 | – | 75 | +100.0% | 0.01% | – |
| M | New | MACYS INC | $9,000 | – | 399 | +100.0% | 0.01% | – |
| HZO | Buy | MARINEMAX INC | $9,000 | +125.0% | 187 | +142.9% | 0.01% | +140.0% |
| MXL | Buy | MAXLINEAR INC | $9,000 | +80.0% | 185 | +62.3% | 0.01% | +71.4% |
| MHK | Buy | MOHAWK INDS INC | $9,000 | +125.0% | 51 | +142.9% | 0.01% | +140.0% |
| MPWR | Buy | MONOLITHIC PWR SYS INC | $9,000 | +125.0% | 18 | +50.0% | 0.01% | +140.0% |
| CAKE | Buy | CHEESECAKE FACTORY INC | $9,000 | +125.0% | 184 | +152.1% | 0.01% | +140.0% |
| SWKS | New | SKYWORKS SOLUTIONS INC | $9,000 | – | 55 | +100.0% | 0.01% | – |
| AMBA | Buy | AMBARELLA INC | $9,000 | +80.0% | 60 | +39.5% | 0.01% | +71.4% |
| CVS | Buy | CVS HEALTH CORP | $9,000 | +12.5% | 105 | +4.0% | 0.01% | +9.1% |
| NTNX | Buy | NUTANIX INCcl a | $9,000 | +125.0% | 250 | +133.6% | 0.01% | +140.0% |
| SKX | New | SKECHERS U S A INCcl a | $9,000 | – | 210 | +100.0% | 0.01% | – |
| SIMO | New | SILICON MOTION TECHNOLOGY COsponsored adr | $9,000 | – | 132 | +100.0% | 0.01% | – |
| BRKS | New | BROOKS AUTOMATION INC NEW | $9,000 | – | 92 | +100.0% | 0.01% | – |
| ON | Buy | ON SEMICONDUCTOR CORP | $9,000 | +125.0% | 195 | +109.7% | 0.01% | +140.0% |
| BLMN | New | BLOOMIN BRANDS INC | $9,000 | – | 357 | +100.0% | 0.01% | – |
| BAND | Buy | BANDWIDTH INC | $9,000 | +800.0% | 103 | +1616.7% | 0.01% | +1100.0% |
| PVH | New | PVH CORPORATION | $9,000 | – | 87 | +100.0% | 0.01% | – |
| ACLS | New | AXCELIS TECHNOLOGIES INC | $9,000 | – | 193 | +100.0% | 0.01% | – |
| ASO | New | ACADEMY SPORTS & OUTDOORS IN | $9,000 | – | 232 | +100.0% | 0.01% | – |
| PANW | New | PALO ALTO NETWORKS INC | $9,000 | – | 18 | +100.0% | 0.01% | – |
| PZZA | Buy | PAPA JOHNS INTL INC | $9,000 | +125.0% | 72 | +71.4% | 0.01% | +140.0% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $9,000 | -10.0% | 267 | +2.3% | 0.01% | -7.7% |
| CPRI | New | CAPRI HOLDINGS LIMITED | $9,000 | – | 183 | +100.0% | 0.01% | – |
| AMAT | Buy | APPLIED MATLS INC | $9,000 | +125.0% | 71 | +144.8% | 0.01% | +140.0% |
| AOSL | Buy | ALPHA & OMEGA SEMICONDUCTOR | $9,000 | +125.0% | 287 | +114.2% | 0.01% | +140.0% |
| CAMT | New | CAMTEK LTDord | $9,000 | – | 227 | +100.0% | 0.01% | – |
| PSTG | Buy | PURE STORAGE INCcl a | $9,000 | +125.0% | 359 | +72.6% | 0.01% | +140.0% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $9,000 | +80.0% | 87 | +64.2% | 0.01% | +71.4% |
| RH | Buy | RH | $9,000 | +80.0% | 14 | +100.0% | 0.01% | +71.4% |
| PRTA | New | PROTHENA CORP PLC | $9,000 | – | 131 | +100.0% | 0.01% | – |
| ULTA | New | ULTA BEAUTY INC | $9,000 | – | 24 | +100.0% | 0.01% | – |
| UA | Buy | UNDER ARMOUR INCcl c | $9,000 | +125.0% | 497 | +149.7% | 0.01% | +140.0% |
| CONN | New | CONNS INC | $8,000 | – | 338 | +100.0% | 0.01% | – |
| RNG | Buy | RINGCENTRAL INCcl a | $8,000 | +60.0% | 39 | +129.4% | 0.01% | +42.9% |
| TWTR | New | TWITTER INC | $8,000 | – | 140 | +100.0% | 0.01% | – |
| SIX | New | SIX FLAGS ENTMT CORP NEW | $8,000 | – | 195 | +100.0% | 0.01% | – |
| MNRO | New | MONRO INC | $8,000 | – | 141 | +100.0% | 0.01% | – |
| GOOG | Buy | ALPHABET INCcap stk cl c | $8,000 | +166.7% | 3 | +200.0% | 0.01% | +150.0% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $7,000 | -12.5% | 238 | +0.8% | 0.01% | -18.2% |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $7,000 | – | 4 | +100.0% | 0.01% | – |
| AES | New | AES CORP | $5,000 | – | 210 | +100.0% | 0.01% | – |
| BBW | New | BUILD-A-BEAR WORKSHOP INC | $5,000 | – | 287 | +100.0% | 0.01% | – |
| KKR | New | KKR & CO INC | $5,000 | – | 88 | +100.0% | 0.01% | – |
| HQY | New | HEALTHEQUITY INC | $4,000 | – | 65 | +100.0% | 0.01% | – |
| JETS | Buy | ETF SER SOLUTIONSus glb jets | $4,000 | 0.0% | 190 | +28.4% | 0.01% | 0.0% |
| KO | New | COCA COLA CO | $3,000 | – | 56 | +100.0% | 0.00% | – |
| CAG | Buy | CONAGRA BRANDS INC | $3,000 | 0.0% | 81 | +1.2% | 0.00% | 0.0% |
| VZ | New | VERIZON COMMUNICATIONS INC | $3,000 | – | 50 | +100.0% | 0.00% | – |
| OHI | Buy | OMEGA HEALTHCARE INVS INC | $3,000 | 0.0% | 94 | +2.2% | 0.00% | 0.0% |
| HERO | Buy | GLOBAL X FDSvdeo gam esprt | $2,000 | +100.0% | 71 | +86.8% | 0.00% | +200.0% |
| VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $2,000 | – | 40 | +100.0% | 0.00% | – |
| ICLN | New | ISHARES TRgl clean ene etf | $2,000 | – | 110 | +100.0% | 0.00% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,000 | – | 31 | +100.0% | 0.00% | – |
| RRC | New | RANGE RES CORP | $1,000 | – | 25 | +100.0% | 0.00% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $1,000 | – | 8 | +100.0% | 0.00% | – |
| OVV | New | OVINTIV INC | $1,000 | – | 24 | +100.0% | 0.00% | – |
| SIRI | New | SIRIUS XM HOLDINGS INC | $1,000 | – | 163 | +100.0% | 0.00% | – |
| SBUX | New | STARBUCKS CORP | $1,000 | – | 9 | +100.0% | 0.00% | – |
| IYR | New | ISHARES TRu.s. real es etf | $1,000 | – | 9 | +100.0% | 0.00% | – |
| USO | New | UNITED STS OIL FD LPunits | $1,000 | – | 25 | +100.0% | 0.00% | – |
| VALE | New | VALE S Asponsored ads | $1,000 | – | 76 | +100.0% | 0.00% | – |
| New | DRAGANFLY INC. | $1,000 | – | 184 | +100.0% | 0.00% | – | |
| DISCA | New | DISCOVERY INC | $1,000 | – | 23 | +100.0% | 0.00% | – |
| W | New | WAYFAIR INCcl a | $1,000 | – | 3 | +100.0% | 0.00% | – |
| NULG | New | NUSHARES ETF TRnuveen esg lrgcp | $0 | – | 7 | +100.0% | 0.00% | – |
| NULV | New | NUSHARES ETF TRnuveen esg lrgvl | $0 | – | 9 | +100.0% | 0.00% | – |
| NUMG | Buy | NUSHARES ETF TRnuveen esg midcp | $0 | – | 5 | +66.7% | 0.00% | – |
| NUMV | Buy | NUSHARES ETF TRnuveen esg midvl | $0 | – | 7 | +75.0% | 0.00% | – |
| NUDM | Buy | NUSHARES ETF TRnuveen esg intl | $0 | – | 9 | +50.0% | 0.00% | – |
| NUEM | Buy | NUSHARES ETF TRnuveen esg emrgn | $0 | – | 9 | +50.0% | 0.00% | – |
| PJT | New | PJT PARTNERS INC | $0 | – | 2 | +100.0% | 0.00% | – |
| PTON | New | PELOTON INTERACTIVE INC | $0 | – | 4 | +100.0% | 0.00% | – |
| NBR | New | NABORS INDUSTRIES LTD | $0 | – | 5 | +100.0% | 0.00% | – |
| HMC | New | HONDA MOTOR LTD | $0 | – | 9 | +100.0% | 0.00% | – |
| GSS | New | GOLDEN STAR RES LTD CDA | $0 | – | 10 | +100.0% | 0.00% | – |
| PG | New | PROCTER AND GAMBLE CO | $0 | – | 1 | +100.0% | 0.00% | – |
| WAB | New | WABTEC | $0 | – | 5 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-28
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.