$78.3 Million is the total value of MACROVIEW INVESTMENT MANAGEMENT LLC's 414 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 76.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEFA | Buy | ISHARES TRcore msci eafe | $4,256,000 | +0.5% | 57,025 | +0.0% | 5.43% | -0.8% |
| PFF | Buy | ISHARES TRpfd and incm sec | $1,896,000 | +5.3% | 48,095 | +3.7% | 2.42% | +4.0% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $1,799,000 | -0.6% | 37,993 | +1.5% | 2.30% | -1.9% |
| SENT | Buy | ADVISORSHARES TRalpha dna equity | $1,751,000 | +19.2% | 63,404 | +15.5% | 2.24% | +17.6% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,735,000 | +13.1% | 3,638 | +2.2% | 2.22% | +11.6% |
| KBWB | Buy | INVESCO EXCH TRADED FD TR IIkbw bk etf | $1,473,000 | +5.4% | 21,715 | +4.3% | 1.88% | +4.0% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $1,376,000 | +34300.0% | 12,276 | +28448.8% | 1.76% | +35040.0% |
| SMDV | Buy | PROSHARES TRruss 2000 divd | $1,167,000 | +9.8% | 17,449 | +1.2% | 1.49% | +8.4% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $1,161,000 | +3.0% | 13,590 | +5.1% | 1.48% | +1.6% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $796,000 | +12.6% | 1,677 | +1.8% | 1.02% | +11.0% |
| ACWI | Buy | ISHARES TRmsci acwi etf | $786,000 | +6.1% | 7,428 | +0.2% | 1.00% | +4.7% |
| ORCL | Buy | ORACLE CORP | $777,000 | +0.5% | 8,904 | +0.3% | 0.99% | -0.8% |
| EFA | Buy | ISHARES TRmsci eafe etf | $554,000 | +403.6% | 7,040 | +400.0% | 0.71% | +397.9% |
| XBI | Buy | SPDR SER TRs&p biotech | $541,000 | +36.6% | 4,836 | +53.6% | 0.69% | +35.0% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $487,000 | +6.3% | 4,252 | +1.4% | 0.62% | +4.9% |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $431,000 | +13.7% | 11,997 | +15.6% | 0.55% | +12.2% |
| SNSR | Buy | GLOBAL X FDSinternet of thng | $404,000 | +8.3% | 10,312 | +0.4% | 0.52% | +6.8% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $386,000 | +11.9% | 7,306 | +3.1% | 0.49% | +10.5% |
| CLOU | Buy | GLOBAL X FDS | $370,000 | -6.8% | 13,949 | +2.9% | 0.47% | -8.2% |
| CHIQ | Buy | GLOBAL X FDSmsci china cnsmr | $346,000 | +11.3% | 13,345 | +20.1% | 0.44% | +10.0% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $306,000 | +10.5% | 5,485 | +0.0% | 0.39% | +9.2% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $171,000 | +15.5% | 1,504 | +6.1% | 0.22% | +13.5% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $152,000 | -0.7% | 1,641 | +1.4% | 0.19% | -2.0% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $151,000 | +1.3% | 681 | +0.1% | 0.19% | 0.0% |
| EFV | Buy | ISHARES TReafe value etf | $131,000 | +39.4% | 2,607 | +40.4% | 0.17% | +36.9% |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $126,000 | +20.0% | 4,391 | +6.2% | 0.16% | +18.4% |
| PFE | Buy | PFIZER INC | $121,000 | +37.5% | 2,057 | +0.0% | 0.16% | +36.0% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $114,000 | +100.0% | 2,332 | +105.8% | 0.15% | +97.3% |
| CSCO | Buy | CISCO SYS INC | $101,000 | +16.1% | 1,590 | +0.1% | 0.13% | +14.2% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $101,000 | +11.0% | 332 | +0.3% | 0.13% | +9.3% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $91,000 | +16.7% | 525 | +0.2% | 0.12% | +14.9% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $82,000 | +90.7% | 1,129 | +68.3% | 0.10% | +87.5% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $79,000 | +8.2% | 470 | +0.9% | 0.10% | +7.4% |
| MSFT | New | MICROSOFT CORP | $62,000 | – | 184 | +100.0% | 0.08% | – |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $55,000 | +5.8% | 837 | +0.2% | 0.07% | +4.5% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $55,000 | +7.8% | 687 | +3.0% | 0.07% | +6.1% |
| NVDA | Buy | NVIDIA CORPORATION | $54,000 | +63.6% | 184 | +15.0% | 0.07% | +60.5% |
| LGLV | Buy | SPDR SER TRssga us lrg etf | $52,000 | +13.0% | 345 | +0.3% | 0.07% | +10.0% |
| ABBV | Buy | ABBVIE INC | $52,000 | +26.8% | 383 | +1.3% | 0.07% | +24.5% |
| V | New | VISA INC | $49,000 | – | 225 | +100.0% | 0.06% | – |
| ABT | Buy | ABBOTT LABS | $48,000 | +17.1% | 344 | +0.3% | 0.06% | +15.1% |
| HD | Buy | HOME DEPOT INC | $46,000 | +130.0% | 110 | +83.3% | 0.06% | +126.9% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $44,000 | +10.0% | 313 | +0.3% | 0.06% | +7.7% |
| MGC | Buy | VANGUARD WORLD FDmega cap index | $44,000 | +10.0% | 261 | +0.4% | 0.06% | +7.7% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $39,000 | +11.4% | 665 | +0.3% | 0.05% | +11.1% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $39,000 | 0.0% | 717 | +0.7% | 0.05% | 0.0% |
| MRK | Buy | MERCK & CO INC | $37,000 | +15.6% | 488 | +14.6% | 0.05% | +14.6% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $33,000 | +3.1% | 903 | +1.7% | 0.04% | +2.4% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $32,000 | +6.7% | 811 | +5.6% | 0.04% | +5.1% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $31,000 | +6.9% | 212 | +0.5% | 0.04% | +5.3% |
| QCOM | Buy | QUALCOMM INC | $29,000 | +107.1% | 159 | +44.5% | 0.04% | +105.6% |
| SLY | Buy | SPDR SER TRs&p 600 sml cap | $28,000 | +12.0% | 279 | +4.9% | 0.04% | +12.5% |
| FINX | Buy | GLOBAL X FDSfintech etf | $25,000 | -10.7% | 630 | +9.4% | 0.03% | -11.1% |
| ACLS | Buy | AXCELIS TECHNOLOGIES INC | $21,000 | +133.3% | 281 | +45.6% | 0.03% | +125.0% |
| CALX | New | CALIX INC | $21,000 | – | 257 | +100.0% | 0.03% | – |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $21,000 | +950.0% | 103 | +1187.5% | 0.03% | +800.0% |
| EVRI | Buy | EVERI HLDGS INC | $21,000 | +600.0% | 967 | +673.6% | 0.03% | +575.0% |
| FTNT | Buy | FORTINET INC | $21,000 | +90.9% | 58 | +52.6% | 0.03% | +92.9% |
| MNDY | Buy | MONDAY COM LTD | $21,000 | +320.0% | 68 | +353.3% | 0.03% | +350.0% |
| SIMO | Buy | SILICON MOTION TECHNOLOGY COsponsored adr | $21,000 | +133.3% | 217 | +64.4% | 0.03% | +125.0% |
| MXL | Buy | MAXLINEAR INC | $21,000 | +133.3% | 280 | +51.4% | 0.03% | +125.0% |
| NKE | Buy | NIKE INCcl b | $21,000 | +16.7% | 125 | +0.8% | 0.03% | +17.4% |
| GLOB | New | GLOBANT S A | $20,000 | – | 63 | +100.0% | 0.03% | – |
| RRR | New | RED ROCK RESORTS INCcl a | $20,000 | – | 359 | +100.0% | 0.03% | – |
| ANET | New | ARISTA NETWORKS INC | $20,000 | – | 136 | +100.0% | 0.03% | – |
| SRPT | New | SAREPTA THERAPEUTICS INC | $20,000 | – | 218 | +100.0% | 0.03% | – |
| COST | Buy | COSTCO WHSL CORP NEW | $20,000 | +100.0% | 35 | +52.2% | 0.03% | +100.0% |
| AOSL | Buy | ALPHA & OMEGA SEMICONDUCTOR | $20,000 | +122.2% | 324 | +12.9% | 0.03% | +116.7% |
| LSCC | Buy | LATTICE SEMICONDUCTOR CORP | $20,000 | +100.0% | 265 | +76.7% | 0.03% | +100.0% |
| SCHW | New | SCHWAB CHARLES CORP | $20,000 | – | 240 | +100.0% | 0.03% | – |
| HUBS | Buy | HUBSPOT INC | $20,000 | +900.0% | 31 | +933.3% | 0.03% | +766.7% |
| OXM | Buy | OXFORD INDS INC | $20,000 | +122.2% | 194 | +96.0% | 0.03% | +116.7% |
| CWH | New | CAMPING WORLD HLDGS INCcl a | $20,000 | – | 484 | +100.0% | 0.03% | – |
| PSTG | Buy | PURE STORAGE INCcl a | $20,000 | +122.2% | 607 | +69.1% | 0.03% | +116.7% |
| EXLS | New | EXLSERVICE HOLDINGS INC | $19,000 | – | 132 | +100.0% | 0.02% | – |
| BKI | New | BLACK KNIGHT INC | $19,000 | – | 234 | +100.0% | 0.02% | – |
| BPMC | New | BLUEPRINT MEDICINES CORP | $19,000 | – | 177 | +100.0% | 0.02% | – |
| SYNA | New | SYNAPTICS INC | $19,000 | – | 67 | +100.0% | 0.02% | – |
| ONTO | Buy | ONTO INNOVATION INC | $19,000 | +90.0% | 186 | +40.9% | 0.02% | +84.6% |
| IONS | New | IONIS PHARMACEUTICALS INC | $19,000 | – | 616 | +100.0% | 0.02% | – |
| OKTA | Buy | OKTA INCcl a | $19,000 | – | 86 | +4200.0% | 0.02% | – |
| GIII | New | G III APPAREL GROUP LTD | $19,000 | – | 698 | +100.0% | 0.02% | – |
| STX | New | SEAGATE TECHNOLOGY HLDNGS PL | $19,000 | – | 167 | +100.0% | 0.02% | – |
| FAST | New | FASTENAL CO | $19,000 | – | 297 | +100.0% | 0.02% | – |
| EVH | New | EVOLENT HEALTH INCcl a | $19,000 | – | 678 | +100.0% | 0.02% | – |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $19,000 | +111.1% | 134 | +54.0% | 0.02% | +100.0% |
| NVT | Buy | NVENT ELECTRIC PLC | $19,000 | +90.0% | 491 | +62.6% | 0.02% | +84.6% |
| SNA | New | SNAP ON INC | $19,000 | – | 86 | +100.0% | 0.02% | – |
| MSP | New | DATTO HLDG CORP | $19,000 | – | 719 | +100.0% | 0.02% | – |
| TSCO | New | TRACTOR SUPPLY CO | $19,000 | – | 80 | +100.0% | 0.02% | – |
| CCRN | Buy | CROSS CTRY HEALTHCARE INC | $19,000 | +90.0% | 702 | +54.6% | 0.02% | +84.6% |
| UBER | New | UBER TECHNOLOGIES INC | $19,000 | – | 446 | +100.0% | 0.02% | – |
| SMTC | Buy | SEMTECH CORP | $19,000 | +72.7% | 213 | +57.8% | 0.02% | +71.4% |
| AMBA | Buy | AMBARELLA INC | $19,000 | +111.1% | 96 | +60.0% | 0.02% | +100.0% |
| CFLT | New | CONFLUENT INC | $19,000 | – | 246 | +100.0% | 0.02% | – |
| ZS | Buy | ZSCALER INC | $19,000 | +58.3% | 59 | +34.1% | 0.02% | +50.0% |
| BJ | New | BJS WHSL CLUB HLDGS INC | $19,000 | – | 290 | +100.0% | 0.02% | – |
| UCTT | New | ULTRA CLEAN HLDGS INC | $18,000 | – | 321 | +100.0% | 0.02% | – |
| CRTO | Buy | CRITEO S Aspons ads | $18,000 | +80.0% | 473 | +81.9% | 0.02% | +76.9% |
| MCHP | New | MICROCHIP TECHNOLOGY INC. | $18,000 | – | 207 | +100.0% | 0.02% | – |
| VSTO | Buy | VISTA OUTDOOR INC | $18,000 | +80.0% | 397 | +64.7% | 0.02% | +76.9% |
| NXPI | New | NXP SEMICONDUCTORS N V | $18,000 | – | 80 | +100.0% | 0.02% | – |
| AME | New | AMETEK INC | $18,000 | – | 123 | +100.0% | 0.02% | – |
| VCRA | New | VOCERA COMMUNICATIONS INC | $18,000 | – | 274 | +100.0% | 0.02% | – |
| MSOS | New | ADVISORSHARES TRpure us cannabis | $18,000 | – | 708 | +100.0% | 0.02% | – |
| DVAX | New | DYNAVAX TECHNOLOGIES CORP | $18,000 | – | 1,266 | +100.0% | 0.02% | – |
| IAA | New | IAA INC | $18,000 | – | 357 | +100.0% | 0.02% | – |
| DIOD | New | DIODES INC | $18,000 | – | 165 | +100.0% | 0.02% | – |
| IMGN | New | IMMUNOGEN INC | $18,000 | – | 2,463 | +100.0% | 0.02% | – |
| DKS | Buy | DICKS SPORTING GOODS INC | $18,000 | +100.0% | 158 | +105.2% | 0.02% | +91.7% |
| MCD | New | MCDONALDS CORP | $18,000 | – | 69 | +100.0% | 0.02% | – |
| ACI | New | ALBERTSONS COS INC | $18,000 | – | 592 | +100.0% | 0.02% | – |
| BOX | New | BOX INCcl a | $18,000 | – | 697 | +100.0% | 0.02% | – |
| URBN | Buy | URBAN OUTFITTERS INC | $18,000 | +100.0% | 603 | +105.1% | 0.02% | +91.7% |
| KSS | New | KOHLS CORP | $18,000 | – | 355 | +100.0% | 0.02% | – |
| LAD | New | LITHIA MTRS INC | $18,000 | – | 61 | +100.0% | 0.02% | – |
| SNOW | Buy | SNOWFLAKE INCcl a | $17,000 | +70.0% | 49 | +53.1% | 0.02% | +69.2% |
| GWW | New | GRAINGER W W INC | $17,000 | – | 33 | +100.0% | 0.02% | – |
| ULTA | Buy | ULTA BEAUTY INC | $17,000 | +88.9% | 41 | +70.8% | 0.02% | +83.3% |
| VRNS | New | VARONIS SYS INC | $17,000 | – | 339 | +100.0% | 0.02% | – |
| SKY | New | SKYLINE CHAMPION CORPORATION | $17,000 | – | 220 | +100.0% | 0.02% | – |
| WSM | Buy | WILLIAMS SONOMA INC | $17,000 | +70.0% | 100 | +85.2% | 0.02% | +69.2% |
| BOOT | Buy | BOOT BARN HLDGS INC | $17,000 | +70.0% | 139 | +25.2% | 0.02% | +69.2% |
| BIGC | New | BIGCOMMERCE HLDGS INC | $17,000 | – | 475 | +100.0% | 0.02% | – |
| SHOO | New | MADDEN STEVEN LTD | $17,000 | – | 370 | +100.0% | 0.02% | – |
| MIME | Buy | MIMECAST LTD | $17,000 | +70.0% | 217 | +43.7% | 0.02% | +69.2% |
| ALEC | New | ALECTOR INC | $17,000 | – | 803 | +100.0% | 0.02% | – |
| New | PERION NETWORK LTD | $17,000 | – | 715 | +100.0% | 0.02% | – | |
| SPT | Buy | SPROUT SOCIAL INC | $16,000 | +77.8% | 177 | +136.0% | 0.02% | +66.7% |
| New | WOLFSPEED INC | $16,000 | – | 142 | +100.0% | 0.02% | – | |
| WK | New | WORKIVA INC | $16,000 | – | 124 | +100.0% | 0.02% | – |
| VERI | New | VERITONE INC | $16,000 | – | 702 | +100.0% | 0.02% | – |
| RNG | Buy | RINGCENTRAL INCcl a | $16,000 | +100.0% | 88 | +125.6% | 0.02% | +100.0% |
| AVGO | New | BROADCOM INC | $16,000 | – | 24 | +100.0% | 0.02% | – |
| COUP | Buy | COUPA SOFTWARE INC | $16,000 | – | 104 | +5100.0% | 0.02% | – |
| PLCE | New | CHILDRENS PL INC NEW | $16,000 | – | 206 | +100.0% | 0.02% | – |
| SIVB | New | SVB FINANCIAL GROUP | $16,000 | – | 23 | +100.0% | 0.02% | – |
| PRFT | New | PERFICIENT INC | $16,000 | – | 126 | +100.0% | 0.02% | – |
| BX | Buy | BLACKSTONE INC | $15,000 | +15.4% | 115 | +0.9% | 0.02% | +11.8% |
| UA | Buy | UNDER ARMOUR INCcl c | $15,000 | +66.7% | 849 | +70.8% | 0.02% | +58.3% |
| AOD | New | ABERDEEN TOTAL DYNAMIC DIVD | $15,000 | – | 1,482 | +100.0% | 0.02% | – |
| PUBM | New | PUBMATIC INC | $15,000 | – | 450 | +100.0% | 0.02% | – |
| DUK | Buy | DUKE ENERGY CORP NEW | $14,000 | +7.7% | 130 | +1.6% | 0.02% | +5.9% |
| ISCV | Buy | ISHARES TRmrning sm cp etf | $13,000 | +8.3% | 215 | +0.5% | 0.02% | +6.2% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $13,000 | +30.0% | 178 | +8.5% | 0.02% | +30.8% |
| XMLV | Buy | INVESCO EXCH TRADED FD TR IIs&p midcp low | $13,000 | +8.3% | 224 | +0.4% | 0.02% | +6.2% |
| New | GLOBAL X FDSgbl x blockchain | $13,000 | – | 579 | +100.0% | 0.02% | – | |
| SMLF | Buy | ISHARES TRmsci usa sml cp | $12,000 | +9.1% | 204 | +1.0% | 0.02% | +7.1% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $12,000 | +50.0% | 4 | +33.3% | 0.02% | +50.0% |
| HQY | Buy | HEALTHEQUITY INC | $11,000 | +175.0% | 245 | +276.9% | 0.01% | +180.0% |
| CVS | Buy | CVS HEALTH CORP | $11,000 | +22.2% | 106 | +1.0% | 0.01% | +16.7% |
| NWBI | New | NORTHWEST BANCSHARES INC MD | $10,000 | – | 703 | +100.0% | 0.01% | – |
| BCE | New | BCE INC | $10,000 | – | 185 | +100.0% | 0.01% | – |
| AMLP | Buy | ALPS ETF TRalerian mlp | $9,000 | 0.0% | 273 | +2.2% | 0.01% | -8.3% |
| LIT | New | GLOBAL X FDSlithium btry etf | $9,000 | – | 112 | +100.0% | 0.01% | – |
| IEUS | Buy | ISHARES TRdevsmcp exna etf | $9,000 | +12.5% | 124 | +1.6% | 0.01% | +10.0% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $7,000 | 0.0% | 243 | +2.1% | 0.01% | 0.0% |
| ETN | New | EATON CORP PLC | $7,000 | – | 38 | +100.0% | 0.01% | – |
| HERO | Buy | GLOBAL X FDSvdeo gam esprt | $5,000 | +150.0% | 172 | +142.3% | 0.01% | +100.0% |
| MA | New | MASTERCARD INCORPORATEDcl a | $5,000 | – | 15 | +100.0% | 0.01% | – |
| KMB | Buy | KIMBERLY-CLARK CORP | $4,000 | +33.3% | 27 | +3.8% | 0.01% | +25.0% |
| HYG | New | ISHARES TRiboxx hi yd etf | $4,000 | – | 46 | +100.0% | 0.01% | – |
| MPW | Buy | MEDICAL PPTYS TRUST INC | $3,000 | +50.0% | 124 | +0.8% | 0.00% | +33.3% |
| SHYG | New | ISHARES TR0-5yr hi yl cp | $3,000 | – | 72 | +100.0% | 0.00% | – |
| GDX | Buy | VANECK ETF TRUSTgold miners etf | $3,000 | 0.0% | 95 | +2.2% | 0.00% | 0.0% |
| CAG | Buy | CONAGRA BRANDS INC | $3,000 | 0.0% | 82 | +1.2% | 0.00% | 0.0% |
| DGRO | New | ISHARES TRcore div grwth | $3,000 | – | 62 | +100.0% | 0.00% | – |
| OHI | Buy | OMEGA HEALTHCARE INVS INC | $3,000 | 0.0% | 96 | +2.1% | 0.00% | 0.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $3,000 | 0.0% | 51 | +2.0% | 0.00% | 0.0% |
| SIRI | Buy | SIRIUS XM HOLDINGS INC | $2,000 | +100.0% | 264 | +62.0% | 0.00% | +200.0% |
| New | PROSHARES TRbitcoin strate | $2,000 | – | 83 | +100.0% | 0.00% | – | |
| New | ALLBIRDS INC | $2,000 | – | 100 | +100.0% | 0.00% | – | |
| New | KYNDRYL HLDGS INC | $1,000 | – | 64 | +100.0% | 0.00% | – | |
| IQLT | New | ISHARES TRmsci intl qualty | $1,000 | – | 23 | +100.0% | 0.00% | – |
| EMB | New | ISHARES TRjpmorgan usd emg | $1,000 | – | 9 | +100.0% | 0.00% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $1,000 | – | 4 | +100.0% | 0.00% | – |
| IYT | New | ISHARES TRus trsprtion | $1,000 | – | 5 | +100.0% | 0.00% | – |
| IAG | New | IAMGOLD CORP | $1,000 | – | 250 | +100.0% | 0.00% | – |
| NULV | Buy | NUSHARES ETF TRnuveen esg lrgvl | $1,000 | – | 15 | +66.7% | 0.00% | – |
| NULG | Buy | NUSHARES ETF TRnuveen esg lrgcp | $1,000 | – | 11 | +57.1% | 0.00% | – |
| New | CUE HEALTH INC | $1,000 | – | 60 | +100.0% | 0.00% | – | |
| NUMG | Buy | NUSHARES ETF TRnuveen esg midcp | $0 | – | 6 | +20.0% | 0.00% | – |
| HSBC | New | HSBC HLDGS PLCspon adr new | $0 | – | 2 | +100.0% | 0.00% | – |
| PATH | New | UIPATH INCcl a | $0 | – | 10 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-25
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.