$61.3 Million is the total value of MACROVIEW INVESTMENT MANAGEMENT LLC's 475 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 98.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEFA | Buy | ISHARES TRcore msci eafe | $2,870,000 | -12.8% | 48,769 | +3.0% | 4.68% | -0.4% |
| JMBS | Buy | JANUS DETROIT STR TRhenderson mtg | $2,813,000 | -3.5% | 58,645 | +0.4% | 4.59% | +10.2% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,862,000 | -21.0% | 6,644 | +2.2% | 3.04% | -9.8% |
| PMAY | New | INNOVATOR ETFS TRus eqty pwr buf | $1,838,000 | – | 67,301 | +100.0% | 3.00% | – |
| INFL | Buy | LISTED FD TRhorizon kinetics | $1,815,000 | +0.3% | 63,588 | +17.1% | 2.96% | +14.6% |
| PJUN | New | INNOVATOR ETFS TRus eqty pwr buf | $1,411,000 | – | 48,529 | +100.0% | 2.30% | – |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $1,261,000 | -6.0% | 12,404 | +3.9% | 2.06% | +7.4% |
| IWM | New | ISHARES TRput | $1,236,000 | – | 7,300 | +100.0% | 2.02% | – |
| EFG | Buy | ISHARES TReafe grwth etf | $1,226,000 | +6.3% | 15,234 | +27.2% | 2.00% | +21.4% |
| RYF | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $1,065,000 | -13.7% | 20,019 | +3.3% | 1.74% | -1.5% |
| SMDV | Buy | PROSHARES TRruss 2000 divd | $1,047,000 | -8.4% | 17,818 | +0.7% | 1.71% | +4.6% |
| VIOV | New | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $732,000 | – | 4,755 | +100.0% | 1.20% | – |
| IAU | Buy | ISHARES GOLD TRishares new | $714,000 | +1.3% | 20,806 | +8.7% | 1.16% | +15.6% |
| XBI | Buy | SPDR SER TRs&p biotech | $683,000 | +24.0% | 9,196 | +50.0% | 1.12% | +41.7% |
| VIOO | New | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $671,000 | – | 3,946 | +100.0% | 1.10% | – |
| ORCL | Buy | ORACLE CORP | $627,000 | -15.2% | 8,968 | +0.3% | 1.02% | -3.1% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $496,000 | +7.4% | 12,323 | +41.7% | 0.81% | +22.7% |
| CHIQ | Buy | GLOBAL X FDSmsci china cnsmr | $457,000 | +43.7% | 19,279 | +20.0% | 0.75% | +64.3% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $452,000 | -7.0% | 4,895 | +8.5% | 0.74% | +6.2% |
| CLOU | Buy | GLOBAL X FDS | $449,000 | +19.4% | 27,234 | +59.2% | 0.73% | +36.5% |
| SNSR | Buy | GLOBAL X FDSinternet of thng | $436,000 | +10.4% | 16,950 | +42.6% | 0.71% | +26.0% |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $420,000 | +1.9% | 20,657 | +45.6% | 0.68% | +16.3% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $303,000 | -13.9% | 9,645 | +0.6% | 0.50% | -1.6% |
| TSLA | Buy | TESLA INC | $298,000 | -37.3% | 442 | +0.2% | 0.49% | -28.4% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $262,000 | -4.0% | 7,545 | +6.7% | 0.43% | +9.7% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $174,000 | -11.7% | 1,909 | +4.8% | 0.28% | +0.7% |
| HAP | New | VANECK ETF TRUSTnatural resourc | $155,000 | – | 3,413 | +100.0% | 0.25% | – |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $154,000 | -9.4% | 3,440 | +9.1% | 0.25% | +3.3% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $133,000 | -6.3% | 1,658 | +0.7% | 0.22% | +6.9% |
| PFE | Buy | PFIZER INC | $124,000 | +1.6% | 2,365 | +0.0% | 0.20% | +16.1% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $122,000 | +16.2% | 850 | +31.6% | 0.20% | +32.7% |
| ATI | Buy | ALLEGHENY TECHNOLOGIES INC | $119,000 | -4.8% | 5,218 | +12.0% | 0.19% | +8.4% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $90,000 | +104.5% | 639 | +89.1% | 0.15% | +133.3% |
| AMZN | Buy | AMAZON COM INC | $89,000 | -35.0% | 840 | +1900.0% | 0.14% | -26.0% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $74,000 | +2.8% | 701 | +22.6% | 0.12% | +17.5% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $74,000 | -2.6% | 782 | +13.2% | 0.12% | +11.0% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $73,000 | -20.7% | 333 | +0.3% | 0.12% | -9.2% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $73,000 | -1.4% | 1,146 | +19.0% | 0.12% | +12.3% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $69,000 | -11.5% | 473 | +0.4% | 0.11% | +1.8% |
| CSCO | Buy | CISCO SYS INC | $68,000 | -23.6% | 1,592 | +0.1% | 0.11% | -12.6% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $67,000 | +1.5% | 757 | +17.5% | 0.11% | +16.0% |
| ABBV | Buy | ABBVIE INC | $60,000 | -4.8% | 390 | +1.0% | 0.10% | +8.9% |
| MRK | Buy | MERCK & CO INC | $54,000 | +35.0% | 597 | +21.6% | 0.09% | +54.4% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $46,000 | -13.2% | 738 | +5.6% | 0.08% | -1.3% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $42,000 | -17.6% | 838 | +0.1% | 0.07% | -5.5% |
| ABT | Buy | ABBOTT LABS | $38,000 | -7.3% | 347 | +0.3% | 0.06% | +5.1% |
| MGC | Buy | VANGUARD WORLD FDmega cap index | $35,000 | -16.7% | 262 | +0.4% | 0.06% | -5.0% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $35,000 | -2.8% | 723 | +0.6% | 0.06% | +11.8% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $31,000 | -16.2% | 670 | +0.4% | 0.05% | -3.8% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $30,000 | -6.2% | 224 | +4.7% | 0.05% | +6.5% |
| UCO | Buy | PROSHARES TR IIulta blmbg 2017 | $27,000 | +145.5% | 652 | +844.9% | 0.04% | +175.0% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $27,000 | -12.9% | 920 | +1.9% | 0.04% | 0.0% |
| SLY | Buy | SPDR SER TRs&p 600 sml cap | $26,000 | -3.7% | 319 | +10.0% | 0.04% | +7.7% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $25,000 | -10.7% | 183 | +0.5% | 0.04% | +2.5% |
| SLV | New | ISHARES SILVER TRishares | $24,000 | – | 1,280 | +100.0% | 0.04% | – |
| DEM | Buy | WISDOMTREE TRemer mkt high fd | $24,000 | -14.3% | 642 | +2.1% | 0.04% | -2.5% |
| XMLV | Buy | INVESCO EXCH TRADED FD TR IIs&p midcp low | $24,000 | -7.7% | 465 | +0.2% | 0.04% | +5.4% |
| QCOM | Buy | QUALCOMM INC | $21,000 | -8.7% | 164 | +10.8% | 0.03% | +3.0% |
| O | New | REALTY INCOME CORP | $19,000 | – | 278 | +100.0% | 0.03% | – |
| Buy | PROSHARES TRbitcoin strate | $18,000 | -5.3% | 1,512 | +125.7% | 0.03% | +7.4% | |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $18,000 | 0.0% | 440 | +13.7% | 0.03% | +11.5% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $17,000 | -22.7% | 99 | +3.1% | 0.03% | -9.7% |
| KB | Buy | KB FINL GROUP INCsponsored adr | $17,000 | -19.0% | 455 | +3.4% | 0.03% | -6.7% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $16,000 | -5.9% | 205 | +29.7% | 0.03% | +8.3% |
| CNC | New | CENTENE CORP DEL | $15,000 | – | 178 | +100.0% | 0.02% | – |
| SNDR | Buy | SCHNEIDER NATIONAL INCcl b | $14,000 | +16.7% | 605 | +26.6% | 0.02% | +35.3% |
| CHRW | New | C H ROBINSON WORLDWIDE INC | $14,000 | – | 135 | +100.0% | 0.02% | – |
| CFR | New | CULLEN FROST BANKERS INC | $14,000 | – | 116 | +100.0% | 0.02% | – |
| DUK | Buy | DUKE ENERGY CORP NEW | $14,000 | -6.7% | 132 | +0.8% | 0.02% | +9.5% |
| HUBG | Buy | HUB GROUP INCcl a | $14,000 | +16.7% | 199 | +24.4% | 0.02% | +35.3% |
| HUBB | New | HUBBELL INC | $14,000 | – | 78 | +100.0% | 0.02% | – |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $14,000 | -17.6% | 225 | +0.4% | 0.02% | -4.2% |
| OCSL | New | OAKTREE SPECIALTY LENDING CO | $14,000 | – | 2,137 | +100.0% | 0.02% | – |
| PKI | New | PERKINELMER INC | $14,000 | – | 101 | +100.0% | 0.02% | – |
| PFS | New | PROVIDENT FINL SVCS INC | $14,000 | – | 648 | +100.0% | 0.02% | – |
| SBCF | New | SEACOAST BKG CORP FLA | $14,000 | – | 437 | +100.0% | 0.02% | – |
| SLAB | New | SILICON LABORATORIES INC | $14,000 | – | 97 | +100.0% | 0.02% | – |
| TXRH | New | TEXAS ROADHOUSE INC | $14,000 | – | 192 | +100.0% | 0.02% | – |
| WSBC | New | WESBANCO INC | $14,000 | – | 441 | +100.0% | 0.02% | – |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $14,000 | +366.7% | 159 | +511.5% | 0.02% | +475.0% |
| STNG | New | SCORPIO TANKERS INC | $14,000 | – | 407 | +100.0% | 0.02% | – |
| AMN | New | AMN HEALTHCARE SVCS INC | $13,000 | – | 115 | +100.0% | 0.02% | – |
| ALB | New | ALBEMARLE CORP | $13,000 | – | 61 | +100.0% | 0.02% | – |
| JBHT | New | HUNT J B TRANS SVCS INC | $13,000 | – | 80 | +100.0% | 0.02% | – |
| ADI | Buy | ANALOG DEVICES INC | $13,000 | -7.1% | 91 | +11.0% | 0.02% | +5.0% |
| LSCC | Buy | LATTICE SEMICONDUCTOR CORP | $13,000 | -13.3% | 262 | +6.5% | 0.02% | 0.0% |
| CRUS | New | CIRRUS LOGIC INC | $13,000 | – | 178 | +100.0% | 0.02% | – |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $13,000 | -7.1% | 130 | +0.8% | 0.02% | +5.0% |
| FRO | New | FRONTLINE LTD | $13,000 | – | 1,488 | +100.0% | 0.02% | – |
| DFS | New | DISCOVER FINL SVCS | $13,000 | – | 134 | +100.0% | 0.02% | – |
| SNV | New | SYNOVUS FINL CORP | $13,000 | – | 352 | +100.0% | 0.02% | – |
| FAST | Buy | FASTENAL CO | $13,000 | -18.8% | 270 | +1.1% | 0.02% | -8.7% |
| HAL | New | HALLIBURTON CO | $13,000 | – | 404 | +100.0% | 0.02% | – |
| MHK | New | MOHAWK INDS INC | $13,000 | – | 102 | +100.0% | 0.02% | – |
| ZION | Buy | ZIONS BANCORPORATION N A | $13,000 | +8.3% | 263 | +40.6% | 0.02% | +23.5% |
| LSTR | Buy | LANDSTAR SYS INC | $13,000 | 0.0% | 88 | +4.8% | 0.02% | +10.5% |
| ZS | Buy | ZSCALER INC | $13,000 | +550.0% | 84 | +1100.0% | 0.02% | +600.0% |
| TWI | New | TITAN INTL INC ILL | $13,000 | – | 830 | +100.0% | 0.02% | – |
| PKG | New | PACKAGING CORP AMER | $13,000 | – | 93 | +100.0% | 0.02% | – |
| WSM | Buy | WILLIAMS SONOMA INC | $13,000 | -7.1% | 114 | +18.8% | 0.02% | +5.0% |
| ELF | New | E L F BEAUTY INC | $13,000 | – | 408 | +100.0% | 0.02% | – |
| MRTN | New | MARTEN TRANS LTD | $13,000 | – | 791 | +100.0% | 0.02% | – |
| MBUU | New | MALIBU BOATS INC | $13,000 | – | 252 | +100.0% | 0.02% | – |
| AVT | New | AVNET INC | $12,000 | – | 269 | +100.0% | 0.02% | – |
| MRVL | Buy | MARVELL TECHNOLOGY INC | $12,000 | -20.0% | 277 | +35.1% | 0.02% | -4.8% |
| IPAR | New | INTER PARFUMS INC | $12,000 | – | 159 | +100.0% | 0.02% | – |
| MRC | New | MRC GLOBAL INC | $12,000 | – | 1,200 | +100.0% | 0.02% | – |
| FANG | New | DIAMONDBACK ENERGY INC | $12,000 | – | 97 | +100.0% | 0.02% | – |
| IIIV | New | I3 VERTICALS INC | $12,000 | – | 482 | +100.0% | 0.02% | – |
| ARCB | New | ARCBEST CORP | $12,000 | – | 176 | +100.0% | 0.02% | – |
| BECN | New | BEACON ROOFING SUPPLY INC | $12,000 | – | 238 | +100.0% | 0.02% | – |
| New | BRAZE INC | $12,000 | – | 323 | +100.0% | 0.02% | – | |
| MNRL | New | BRIGHAM MINERALS INC | $12,000 | – | 480 | +100.0% | 0.02% | – |
| URI | New | UNITED RENTALS INC | $12,000 | – | 48 | +100.0% | 0.02% | – |
| WCLD | Buy | WISDOMTREE TR | $12,000 | -20.0% | 432 | +18.0% | 0.02% | -4.8% |
| PSTG | New | PURE STORAGE INCcl a | $12,000 | – | 459 | +100.0% | 0.02% | – |
| New | CORE & MAIN INCcl a | $12,000 | – | 559 | +100.0% | 0.02% | – | |
| OC | Buy | OWENS CORNING NEW | $12,000 | -7.7% | 165 | +17.9% | 0.02% | +5.3% |
| HP | New | HELMERICH & PAYNE INC | $12,000 | – | 272 | +100.0% | 0.02% | – |
| ON | Buy | ON SEMICONDUCTOR CORP | $12,000 | -14.3% | 237 | +3.5% | 0.02% | 0.0% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $12,000 | -7.7% | 79 | +11.3% | 0.02% | +5.3% |
| WY | New | WEYERHAEUSER CO MTN BE | $12,000 | – | 352 | +100.0% | 0.02% | – |
| NEX | New | NEXTIER OILFIELD SOLUTIONS | $12,000 | – | 1,247 | +100.0% | 0.02% | – |
| ENPH | New | ENPHASE ENERGY INC | $12,000 | – | 60 | +100.0% | 0.02% | – |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $12,000 | -14.3% | 204 | +7.9% | 0.02% | 0.0% |
| ALGT | New | ALLEGIANT TRAVEL CO | $11,000 | – | 97 | +100.0% | 0.02% | – |
| WSO | New | WATSCO INC | $11,000 | – | 47 | +100.0% | 0.02% | – |
| AAL | New | AMERICAN AIRLS GROUP INC | $11,000 | – | 869 | +100.0% | 0.02% | – |
| ISCV | Buy | ISHARES TRmrning sm cp etf | $11,000 | -15.4% | 217 | +0.5% | 0.02% | -5.3% |
| ENVA | Buy | ENOVA INTL INC | $11,000 | -21.4% | 397 | +8.5% | 0.02% | -10.0% |
| ESTE | New | EARTHSTONE ENERGY INCcl a | $11,000 | – | 810 | +100.0% | 0.02% | – |
| KMB | Buy | KIMBERLY-CLARK CORP | $11,000 | +266.7% | 78 | +188.9% | 0.02% | +350.0% |
| HUN | Buy | HUNTSMAN CORP | $11,000 | -26.7% | 394 | +0.3% | 0.02% | -14.3% |
| DVN | New | DEVON ENERGY CORP NEW | $11,000 | – | 195 | +100.0% | 0.02% | – |
| DK | New | DELEK US HLDGS INC NEW | $11,000 | – | 427 | +100.0% | 0.02% | – |
| SBLK | New | STAR BULK CARRIERS CORP. | $11,000 | – | 447 | +100.0% | 0.02% | – |
| MTDR | New | MATADOR RES CO | $11,000 | – | 236 | +100.0% | 0.02% | – |
| MXL | Buy | MAXLINEAR INC | $11,000 | -15.4% | 337 | +56.7% | 0.02% | -5.3% |
| PDCE | New | PDC ENERGY INC | $11,000 | – | 177 | +100.0% | 0.02% | – |
| New | HASHICORP INC | $11,000 | – | 389 | +100.0% | 0.02% | – | |
| CHEF | New | CHEFS WHSE INC | $11,000 | – | 291 | +100.0% | 0.02% | – |
| CE | New | CELANESE CORP DEL | $11,000 | – | 96 | +100.0% | 0.02% | – |
| CPE | New | CALLON PETE CO DEL | $11,000 | – | 272 | +100.0% | 0.02% | – |
| BXC | New | BLUELINX HLDGS INC | $11,000 | – | 168 | +100.0% | 0.02% | – |
| BX | Buy | BLACKSTONE INC | $11,000 | -26.7% | 118 | +1.7% | 0.02% | -14.3% |
| BRY | New | BERRY CORP | $11,000 | – | 1,466 | +100.0% | 0.02% | – |
| WLL | New | WHITING PETE CORP NEW | $11,000 | – | 158 | +100.0% | 0.02% | – |
| WLK | New | WESTLAKE CORPORATION | $11,000 | – | 113 | +100.0% | 0.02% | – |
| CCL | New | CARNIVAL CORP | $10,000 | – | 1,200 | +100.0% | 0.02% | – |
| ROP | New | ROPER TECHNOLOGIES INC | $10,000 | – | 25 | +100.0% | 0.02% | – |
| New | PROSPECT CAP CORPnote 6.375% 3/0 | $10,000 | – | 10,000 | +100.0% | 0.02% | – | |
| AMLP | Buy | ALPS ETF TRalerian mlp | $10,000 | -9.1% | 284 | +2.2% | 0.02% | 0.0% |
| PG | Buy | PROCTER AND GAMBLE CO | $9,000 | – | 63 | +6200.0% | 0.02% | – |
| CL | Buy | COLGATE PALMOLIVE CO | $9,000 | 0.0% | 118 | +0.9% | 0.02% | +15.4% |
| GWW | Buy | GRAINGER W W INC | $9,000 | -10.0% | 20 | +5.3% | 0.02% | +7.1% |
| SAIA | Buy | SAIA INC | $9,000 | 0.0% | 49 | +32.4% | 0.02% | +15.4% |
| MPWR | Buy | MONOLITHIC PWR SYS INC | $9,000 | 0.0% | 23 | +27.8% | 0.02% | +15.4% |
| DAUG | New | FIRST TR EXCHNG TRADED FD VIvest us deep | $8,000 | – | 261 | +100.0% | 0.01% | – |
| INTU | Buy | INTUIT | $8,000 | +700.0% | 21 | +600.0% | 0.01% | +1200.0% |
| MCK | New | MCKESSON CORP | $8,000 | – | 26 | +100.0% | 0.01% | – |
| PANW | New | PALO ALTO NETWORKS INC | $8,000 | – | 16 | +100.0% | 0.01% | – |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $6,000 | -14.3% | 244 | +0.4% | 0.01% | 0.0% |
| NFLX | New | NETFLIX INC | $6,000 | – | 37 | +100.0% | 0.01% | – |
| IEUS | Buy | ISHARES TRdevsmcp exna etf | $6,000 | -25.0% | 127 | +2.4% | 0.01% | -9.1% |
| IYT | Buy | ISHARES TRus trsprtion | $6,000 | +20.0% | 28 | +40.0% | 0.01% | +42.9% |
| ESGD | New | ISHARES TResg aw msci eafe | $5,000 | – | 82 | +100.0% | 0.01% | – |
| QTEC | New | FIRST TR NASDAQ 100 TECH IND | $5,000 | – | 46 | +100.0% | 0.01% | – |
| F | Buy | FORD MTR CO DEL | $5,000 | -37.5% | 456 | +0.7% | 0.01% | -27.3% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $5,000 | 0.0% | 48 | +2.1% | 0.01% | +14.3% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $5,000 | +150.0% | 125 | +212.5% | 0.01% | +166.7% |
| New | KKR REAL ESTATE FIN TR INCnote 6.125% 5/1 | $5,000 | – | 5,000 | +100.0% | 0.01% | – | |
| IDXX | Buy | IDEXX LABS INC | $5,000 | +400.0% | 14 | +600.0% | 0.01% | +700.0% |
| BUFD | New | FIRST TR EXCHNG TRADED FD VIcboe vest fd dep | $5,000 | – | 252 | +100.0% | 0.01% | – |
| REGL | Buy | PROSHARES TRs&p mdcp 400 div | $4,000 | -20.0% | 66 | +1.5% | 0.01% | 0.0% |
| RDVY | New | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $4,000 | – | 91 | +100.0% | 0.01% | – |
| KO | Buy | COCA COLA CO | $4,000 | +33.3% | 57 | +1.8% | 0.01% | +75.0% |
| IP | Buy | INTERNATIONAL PAPER CO | $4,000 | +100.0% | 104 | +147.6% | 0.01% | +133.3% |
| KKR | Buy | KKR & CO INC | $4,000 | -20.0% | 89 | +1.1% | 0.01% | 0.0% |
| New | ARES CAPITAL CORPnote 4.625% 3/0 | $3,000 | – | 3,000 | +100.0% | 0.01% | – | |
| CAG | Buy | CONAGRA BRANDS INC | $3,000 | 0.0% | 83 | +1.2% | 0.01% | +25.0% |
| PPH | New | VANECK ETF TRUSTpharmaceutcl etf | $3,000 | – | 39 | +100.0% | 0.01% | – |
| OHI | Buy | OMEGA HEALTHCARE INVS INC | $3,000 | 0.0% | 100 | +2.0% | 0.01% | +25.0% |
| DSI | New | ISHARES TRmsci kld400 soc | $3,000 | – | 39 | +100.0% | 0.01% | – |
| LMBS | New | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $3,000 | – | 58 | +100.0% | 0.01% | – |
| BEP | New | BROOKFIELD RENEWABLE PARTNERpartnership unit | $3,000 | – | 100 | +100.0% | 0.01% | – |
| HEDJ | Buy | WISDOMTREE TReurope hedged eq | $3,000 | 0.0% | 47 | +2.2% | 0.01% | +25.0% |
| UCON | New | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $3,000 | – | 110 | +100.0% | 0.01% | – |
| JPM | Buy | JPMORGAN CHASE & CO | $3,000 | +50.0% | 27 | +50.0% | 0.01% | +66.7% |
| EES | New | WISDOMTREE TRus smallcap fund | $3,000 | – | 83 | +100.0% | 0.01% | – |
| FTNT | Buy | FORTINET INC | $2,000 | -33.3% | 40 | +400.0% | 0.00% | -25.0% |
| BNDX | New | VANGUARD CHARLOTTE FDStotal int bd etf | $2,000 | – | 34 | +100.0% | 0.00% | – |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $2,000 | +100.0% | 19 | +111.1% | 0.00% | +200.0% |
| New | WORLD GOLD TRspdr gld minis | $2,000 | – | 62 | +100.0% | 0.00% | – | |
| UL | New | UNILEVER PLCspon adr new | $2,000 | – | 51 | +100.0% | 0.00% | – |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $2,000 | 0.0% | 29 | +3.6% | 0.00% | 0.0% |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $2,000 | – | 14 | +100.0% | 0.00% | – |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $1,000 | – | 5 | +25.0% | 0.00% | – |
| New | FIRST TR EXCHNG TRADED FD VIskybridge crypto | $1,000 | – | 204 | +100.0% | 0.00% | – | |
| MXI | New | ISHARES TRglobal mater etf | $1,000 | – | 17 | +100.0% | 0.00% | – |
| DXCM | Buy | DEXCOM INC | $1,000 | 0.0% | 8 | +300.0% | 0.00% | +100.0% |
| Buy | CUE HEALTH INC | $1,000 | 0.0% | 231 | +24.9% | 0.00% | +100.0% | |
| OGN | Buy | ORGANON & CO | $1,000 | 0.0% | 37 | +32.1% | 0.00% | +100.0% |
| New | ALPS ETF TR | $1,000 | – | 24 | +100.0% | 0.00% | – | |
| LUV | Buy | SOUTHWEST AIRLS CO | $1,000 | – | 34 | +466.7% | 0.00% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $1,000 | – | 9 | +100.0% | 0.00% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $1,000 | – | 6 | +100.0% | 0.00% | – |
| GNRC | New | GENERAC HLDGS INC | $0 | – | 2 | +100.0% | 0.00% | – |
| SKIN | Buy | THE BEAUTY HEALTH COMPANY | $0 | – | 28 | +115.4% | 0.00% | – |
| TTWO | New | TAKE-TWO INTERACTIVE SOFTWAR | $0 | – | 1 | +100.0% | 0.00% | – |
| New | SYLVAMO CORP | $0 | – | 5 | +100.0% | 0.00% | – | |
| SHOP | Buy | SHOPIFY INCcl a | $0 | -100.0% | 10 | +900.0% | 0.00% | -100.0% |
| LOGI | New | LOGITECH INTL S A | $0 | – | 7 | +100.0% | 0.00% | – |
| AGG | Buy | ISHARES TRcore us aggbd et | $0 | – | 4 | +300.0% | 0.00% | – |
| VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $0 | – | 3 | +100.0% | 0.00% | – |
| New | DRAFTKINGS INC NEW | $0 | – | 7 | +100.0% | 0.00% | – | |
| DOCS | New | DOXIMITY 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 2022-07-20
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.