$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 16.1% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GLD | SPDR GOLD TR | $2,590,000 | -6.7% | 15,375 | 0.0% | 4.23% | +6.5% | |
QUAL | ISHARES TRmsci usa qlt fct | $1,592,000 | -17.0% | 14,251 | 0.0% | 2.60% | -5.3% | |
UNP | UNION PAC CORP | $341,000 | -21.8% | 1,597 | 0.0% | 0.56% | -10.6% | |
COKE | COCA COLA CONS INC | $244,000 | +13.5% | 433 | 0.0% | 0.40% | +29.6% | |
BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $184,000 | -22.7% | 675 | 0.0% | 0.30% | -11.8% | |
D | DOMINION ENERGY INC | $175,000 | -6.4% | 2,197 | 0.0% | 0.29% | +7.1% | |
NVR | NVR INC | $172,000 | -10.4% | 43 | 0.0% | 0.28% | +2.6% | |
IWR | ISHARES TRrus mid cap etf | $122,000 | -17.0% | 1,881 | 0.0% | 0.20% | -5.2% | |
IWM | ISHARES TRrussell 2000 etf | $115,000 | -17.9% | 681 | 0.0% | 0.19% | -6.0% | |
HON | HONEYWELL INTL INC | $95,000 | -10.4% | 547 | 0.0% | 0.16% | +2.6% | |
FFEB | FIRST TR EXCHNG TRADED FD VIus eqt buffer | $89,000 | -10.1% | 2,600 | 0.0% | 0.14% | +2.8% | |
YDEC | FIRST TR EXCHNG TRADED FD VIft cboe intl eqt | $81,000 | -9.0% | 4,350 | 0.0% | 0.13% | +3.9% | |
PUTW | WISDOMTREE TRcboe s&p 500 | $76,000 | -8.4% | 2,364 | 0.0% | 0.12% | +4.2% | |
JNJ | JOHNSON & JOHNSON | $70,000 | 0.0% | 397 | 0.0% | 0.11% | +14.0% | |
UPS | UNITED PARCEL SERVICE INCcl b | $70,000 | -14.6% | 384 | 0.0% | 0.11% | -2.6% | |
VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $70,000 | -15.7% | 1,327 | 0.0% | 0.11% | -4.2% | |
TFC | TRUIST FINL CORP | $66,000 | -16.5% | 1,391 | 0.0% | 0.11% | -4.4% | |
XLK | SELECT SECTOR SPDR TRtechnology | $65,000 | -20.7% | 515 | 0.0% | 0.11% | -9.4% | |
PDBC | INVESCO ACTVELY MNGD ETC FDoptimum yield | $59,000 | +3.5% | 3,243 | 0.0% | 0.10% | +18.5% | |
BMY | BRISTOL-MYERS SQUIBB CO | $52,000 | +6.1% | 675 | 0.0% | 0.08% | +21.4% | |
ITM | VANECK ETF TRUSTintrmdt muni etf | $44,000 | -4.3% | 966 | 0.0% | 0.07% | +9.1% | |
MMM | 3M CO | $43,000 | -14.0% | 333 | 0.0% | 0.07% | -1.4% | |
XLV | SELECT SECTOR SPDR TRsbi healthcare | $40,000 | -7.0% | 313 | 0.0% | 0.06% | +6.6% | |
SGOL | ABRDN GOLD ETF TRUST | $39,000 | -7.1% | 2,250 | 0.0% | 0.06% | +6.7% | |
USL | UNITED STS 12 MONTH OIL FD Lunit ben int | $32,000 | +6.7% | 820 | 0.0% | 0.05% | +20.9% | |
SGDM | SPROTT ETF TRUSTgold miners etf | $32,000 | -27.3% | 1,324 | 0.0% | 0.05% | -17.5% | |
SUSA | ISHARES TRmsci usa esg slc | $31,000 | -16.2% | 382 | 0.0% | 0.05% | -3.8% | |
FEZ | SPDR INDEX SHS FDSeuro stoxx 50 | $28,000 | -15.2% | 805 | 0.0% | 0.05% | -2.1% | |
AOR | ISHARES TRgrwt allocat etf | $27,000 | -10.0% | 562 | 0.0% | 0.04% | +2.3% | |
OUNZ | VANECK MERK GOLD TRgold trust | $25,000 | -3.8% | 1,400 | 0.0% | 0.04% | +10.8% | |
FNDC | SCHWAB STRATEGIC TRschwb fdt int sc | $22,000 | -15.4% | 731 | 0.0% | 0.04% | -2.7% | |
AOA | ISHARES TRaggres alloc etf | $22,000 | -15.4% | 375 | 0.0% | 0.04% | -2.7% | |
ADSK | AUTODESK INC | $21,000 | -19.2% | 122 | 0.0% | 0.03% | -8.1% | |
PXE | INVESCO EXCHANGE TRADED FD Tdynmc enrg exp | $21,000 | -4.5% | 800 | 0.0% | 0.03% | +9.7% | |
VNLA | JANUS DETROIT STR TRhendrsn shrt etf | $19,000 | 0.0% | 388 | 0.0% | 0.03% | +14.8% | |
FCG | FIRST TR EXCHANGE-TRADED FDnat gas etf | $18,000 | -10.0% | 800 | 0.0% | 0.03% | 0.0% | |
GOOGL | ALPHABET INCcap stk cl a | $17,000 | -22.7% | 8 | 0.0% | 0.03% | -9.7% | |
DIS | DISNEY WALT CO | $16,000 | -30.4% | 165 | 0.0% | 0.03% | -21.2% | |
PSLV | SPROTT PHYSICAL SILVER TRtr unit | $16,000 | -20.0% | 2,275 | 0.0% | 0.03% | -10.3% | |
HQY | HEALTHEQUITY INC | $15,000 | -11.8% | 245 | 0.0% | 0.02% | 0.0% | |
GENERAL ELECTRIC CO | $14,000 | -30.0% | 220 | 0.0% | 0.02% | -20.7% | ||
AOM | ISHARES TRmodert alloc etf | $14,000 | -6.7% | 358 | 0.0% | 0.02% | +9.5% | |
MSFT | MICROSOFT CORP | $14,000 | -17.6% | 55 | 0.0% | 0.02% | -4.2% | |
XLU | SELECT SECTOR SPDR TRsbi int-utils | $13,000 | 0.0% | 179 | 0.0% | 0.02% | +10.5% | |
NKE | NIKE INCcl b | $13,000 | -23.5% | 125 | 0.0% | 0.02% | -12.5% | |
ZBH | ZIMMER BIOMET HOLDINGS INC | $13,000 | -13.3% | 120 | 0.0% | 0.02% | 0.0% | |
SWCH | SWITCH INCcl a | $13,000 | +8.3% | 398 | 0.0% | 0.02% | +23.5% | |
BAH | BOOZ ALLEN HAMILTON HLDG CORcl a | $12,000 | 0.0% | 131 | 0.0% | 0.02% | +17.6% | |
AVGO | BROADCOM INC | $12,000 | -20.0% | 24 | 0.0% | 0.02% | -4.8% | |
AOD | ABERDEEN TOTAL DYNAMIC DIVD | $12,000 | -14.3% | 1,482 | 0.0% | 0.02% | 0.0% | |
WRE | WASHINGTON REAL ESTATE INVTsh ben int | $12,000 | -14.3% | 544 | 0.0% | 0.02% | 0.0% | |
BIV | VANGUARD BD INDEX FDSintermed term | $12,000 | -7.7% | 153 | 0.0% | 0.02% | +5.3% | |
AOK | ISHARES TRconser alloc etf | $11,000 | -8.3% | 331 | 0.0% | 0.02% | +5.9% | |
LUCID GROUP INC | $11,000 | -31.2% | 645 | 0.0% | 0.02% | -21.7% | ||
COP | CONOCOPHILLIPS | $11,000 | -8.3% | 124 | 0.0% | 0.02% | +5.9% | |
SKY | SKYLINE CHAMPION CORPORATION | $11,000 | -15.4% | 234 | 0.0% | 0.02% | -5.3% | |
VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $10,000 | 0.0% | 133 | 0.0% | 0.02% | +14.3% | |
SMLF | ISHARES TRmsci usa sml cp | $10,000 | -9.1% | 204 | 0.0% | 0.02% | 0.0% | |
NG | NOVAGOLD RES INC | $10,000 | -33.3% | 2,000 | 0.0% | 0.02% | -23.8% | |
XNTK | SPDR SER TRnyse tech etf | $10,000 | -28.6% | 99 | 0.0% | 0.02% | -20.0% | |
NWBI | NORTHWEST BANCSHARES INC MD | $9,000 | 0.0% | 703 | 0.0% | 0.02% | +15.4% | |
BCE | BCE INC | $9,000 | -10.0% | 185 | 0.0% | 0.02% | +7.1% | |
IEMG | ISHARES INCcore msci emkt | $9,000 | -10.0% | 176 | 0.0% | 0.02% | +7.1% | |
RFG | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr | $9,000 | -25.0% | 58 | 0.0% | 0.02% | -11.8% | |
IIM | INVESCO VALUE MUN INCOME TR | $9,000 | -10.0% | 695 | 0.0% | 0.02% | +7.1% | |
ICF | ISHARES TRcohen steer reit | $8,000 | -20.0% | 135 | 0.0% | 0.01% | -7.1% | |
AY | ATLANTICA SUSTAINABLE INFR P | $8,000 | -11.1% | 246 | 0.0% | 0.01% | 0.0% | |
BBY | BEST BUY INC | $8,000 | -27.3% | 117 | 0.0% | 0.01% | -18.8% | |
LIT | GLOBAL X FDSlithium btry etf | $8,000 | -11.1% | 112 | 0.0% | 0.01% | 0.0% | |
SONY | SONY GROUP CORPORATIONsponsored adr | $8,000 | -20.0% | 97 | 0.0% | 0.01% | -7.1% | |
MSOS | ADVISORSHARES TRpure us cannabis | $8,000 | -46.7% | 728 | 0.0% | 0.01% | -38.1% | |
MGM | MGM RESORTS INTERNATIONAL | $7,000 | -30.0% | 230 | 0.0% | 0.01% | -21.4% | |
PCOR | PROCORE TECHNOLOGIES INC | $7,000 | -22.2% | 149 | 0.0% | 0.01% | -15.4% | |
GNOM | GLOBAL X FDSgenomic biotech | $7,000 | -12.5% | 537 | 0.0% | 0.01% | 0.0% | |
ADM | ARCHER DANIELS MIDLAND CO | $7,000 | -12.5% | 89 | 0.0% | 0.01% | 0.0% | |
AGI | ALAMOS GOLD INC NEW | $7,000 | -12.5% | 935 | 0.0% | 0.01% | 0.0% | |
CRM | SALESFORCE INC | $7,000 | -22.2% | 42 | 0.0% | 0.01% | -15.4% | |
XAR | SPDR SER TRaerospace def | $7,000 | -22.2% | 73 | 0.0% | 0.01% | -15.4% | |
NGG | NATIONAL GRID PLCsponsored adr ne | $6,000 | -14.3% | 89 | 0.0% | 0.01% | 0.0% | |
HERO | GLOBAL X FDSvdeo gam esprt | $6,000 | -14.3% | 294 | 0.0% | 0.01% | 0.0% | |
NEM | NEWMONT CORP | $6,000 | -25.0% | 98 | 0.0% | 0.01% | -9.1% | |
PPL | PPL CORP | $6,000 | 0.0% | 226 | 0.0% | 0.01% | +11.1% | |
SAND | SANDSTORM GOLD LTD | $6,000 | -25.0% | 1,000 | 0.0% | 0.01% | -9.1% | |
LMT | LOCKHEED MARTIN CORP | $6,000 | 0.0% | 14 | 0.0% | 0.01% | +11.1% | |
CZR | CAESARS ENTERTAINMENT INC NE | $5,000 | -50.0% | 128 | 0.0% | 0.01% | -42.9% | |
IAGG | ISHARES TRcore intl aggr | $5,000 | 0.0% | 95 | 0.0% | 0.01% | +14.3% | |
XLF | SELECT SECTOR SPDR TRfinancial | $5,000 | -16.7% | 151 | 0.0% | 0.01% | -11.1% | |
CAT | CATERPILLAR INC | $5,000 | -28.6% | 30 | 0.0% | 0.01% | -20.0% | |
PSN | PARSONS CORP DEL | $5,000 | 0.0% | 125 | 0.0% | 0.01% | +14.3% | |
DOCU | DOCUSIGN INC | $5,000 | -50.0% | 91 | 0.0% | 0.01% | -42.9% | |
BBW | BUILD-A-BEAR WORKSHOP INC | $5,000 | 0.0% | 287 | 0.0% | 0.01% | +14.3% | |
UBSI | UNITED BANKSHARES INC WEST V | $5,000 | 0.0% | 149 | 0.0% | 0.01% | +14.3% | |
MA | MASTERCARD INCORPORATEDcl a | $5,000 | 0.0% | 15 | 0.0% | 0.01% | +14.3% | |
V | VISA INC | $5,000 | -16.7% | 25 | 0.0% | 0.01% | -11.1% | |
GURU | GLOBAL X FDSglb x guru index | $4,000 | -20.0% | 122 | 0.0% | 0.01% | 0.0% | |
GM | GENERAL MTRS CO | $4,000 | -20.0% | 111 | 0.0% | 0.01% | 0.0% | |
GS | GOLDMAN SACHS GROUP INC | $4,000 | -20.0% | 15 | 0.0% | 0.01% | 0.0% | |
GDX | VANECK ETF TRUSTgold miners etf | $3,000 | -25.0% | 95 | 0.0% | 0.01% | -16.7% | |
PMM | PUTNAM MANAGED MUN INCOME TR | $3,000 | 0.0% | 400 | 0.0% | 0.01% | +25.0% | |
ARKG | ARK ETF TRgenomic rev etf | $3,000 | -25.0% | 97 | 0.0% | 0.01% | -16.7% | |
ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $3,000 | 0.0% | 29 | 0.0% | 0.01% | +25.0% | |
IWN | ISHARES TRrus 2000 val etf | $3,000 | -25.0% | 23 | 0.0% | 0.01% | -16.7% | |
HYG | ISHARES TRiboxx hi yd etf | $3,000 | -25.0% | 46 | 0.0% | 0.01% | -16.7% | |
GLOBAL X FDSgbl x blockchain | $3,000 | -72.7% | 604 | 0.0% | 0.01% | -68.8% | ||
GDXJ | VANECK ETF TRUSTjunior gold mine | $3,000 | -40.0% | 103 | 0.0% | 0.01% | -28.6% | |
SGDJ | SPROTT ETF TRUSTjr gold miners e | $3,000 | -40.0% | 114 | 0.0% | 0.01% | -28.6% | |
XLP | SELECT SECTOR SPDR TRsbi cons stpls | $3,000 | 0.0% | 38 | 0.0% | 0.01% | +25.0% | |
DGRO | ISHARES TRcore div grwth | $3,000 | 0.0% | 62 | 0.0% | 0.01% | +25.0% | |
JETS | ETF SER SOLUTIONSus glb jets | $3,000 | -25.0% | 176 | 0.0% | 0.01% | -16.7% | |
LULU | LULULEMON ATHLETICA INC | $3,000 | -25.0% | 12 | 0.0% | 0.01% | -16.7% | |
SHYG | ISHARES TR0-5yr hi yl cp | $3,000 | 0.0% | 72 | 0.0% | 0.01% | +25.0% | |
SNOW | SNOWFLAKE INCcl a | $3,000 | -50.0% | 25 | 0.0% | 0.01% | -44.4% | |
MNDY | MONDAY COM LTD | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
TIP | ISHARES TRtips bd etf | $2,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
CAN | CANAAN INCsponsored ads | $2,000 | -33.3% | 520 | 0.0% | 0.00% | -25.0% | |
RBLX | ROBLOX CORPcl a | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
MPW | MEDICAL PPTYS TRUST INC | $2,000 | -33.3% | 126 | 0.0% | 0.00% | -25.0% | |
KTF | DWS MUN INCOME TR | $2,000 | -33.3% | 250 | 0.0% | 0.00% | -25.0% | |
FB | META PLATFORMS INCcl a | $2,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
ICLN | ISHARES TRgl clean ene etf | $2,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
MVF | BLACKROCK MUNIVEST FD INC | $2,000 | -33.3% | 310 | 0.0% | 0.00% | -25.0% | |
HST | HOST HOTELS & RESORTS INC | $2,000 | 0.0% | 118 | 0.0% | 0.00% | 0.0% | |
SOCL | GLOBAL X FDSsocial med etf | $2,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
XLI | SELECT SECTOR SPDR TRsbi int-inds | $2,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
TDOC | TELADOC HEALTH INC | $2,000 | -50.0% | 50 | 0.0% | 0.00% | -50.0% | |
C | CITIGROUP INC | $1,000 | 0.0% | 15 | 0.0% | 0.00% | +100.0% | |
FLGT | FULGENT GENETICS INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | +100.0% | |
IYR | ISHARES TRu.s. real es etf | $1,000 | 0.0% | 9 | 0.0% | 0.00% | +100.0% | |
IYE | ISHARES TRu.s. energy etf | $1,000 | 0.0% | 24 | 0.0% | 0.00% | +100.0% | |
MJ | ETF MANAGERS TRetfmg altr hrvst | $1,000 | -50.0% | 150 | 0.0% | 0.00% | -33.3% | |
IQLT | ISHARES TRmsci intl qualty | $1,000 | 0.0% | 23 | 0.0% | 0.00% | +100.0% | |
KYNDRYL HLDGS INC | $1,000 | 0.0% | 67 | 0.0% | 0.00% | +100.0% | ||
MRNA | MODERNA INC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | +100.0% | |
NNDM | NANO DIMENSION LTDsponsord ads new | $1,000 | 0.0% | 188 | 0.0% | 0.00% | +100.0% | |
NBIX | NEUROCRINE BIOSCIENCES INC | $1,000 | 0.0% | 8 | 0.0% | 0.00% | +100.0% | |
NULG | NUSHARES ETF TRnuveen esg lrgcp | $1,000 | 0.0% | 15 | 0.0% | 0.00% | +100.0% | |
NULV | NUSHARES ETF TRnuveen esg lrgvl | $1,000 | 0.0% | 21 | 0.0% | 0.00% | +100.0% | |
ODFL | OLD DOMINION FREIGHT LINE IN | $1,000 | 0.0% | 5 | 0.0% | 0.00% | +100.0% | |
OVV | OVINTIV INC | $1,000 | 0.0% | 24 | 0.0% | 0.00% | +100.0% | |
CTVA | CORTEVA INC | $1,000 | 0.0% | 11 | 0.0% | 0.00% | +100.0% | |
COIN | COINBASE GLOBAL INC | $1,000 | -75.0% | 22 | 0.0% | 0.00% | -66.7% | |
RRC | RANGE RES CORP | $1,000 | 0.0% | 25 | 0.0% | 0.00% | +100.0% | |
CGC | CANOPY GROWTH CORP | $1,000 | -75.0% | 485 | 0.0% | 0.00% | -66.7% | |
SLYG | SPDR SER TRs&p 600 smcp grw | $1,000 | 0.0% | 8 | 0.0% | 0.00% | +100.0% | |
YCBD | CBDMD INC | $1,000 | -66.7% | 3,051 | 0.0% | 0.00% | -50.0% | |
KOMP | SPDR SER TRs&p kensho new | $1,000 | -50.0% | 36 | 0.0% | 0.00% | -33.3% | |
SLB | SCHLUMBERGER LTD | $1,000 | 0.0% | 33 | 0.0% | 0.00% | +100.0% | |
SCHA | SCHWAB STRATEGIC TRus sml cap etf | $1,000 | 0.0% | 14 | 0.0% | 0.00% | +100.0% | |
NOW | SERVICENOW INC | $1,000 | 0.0% | 2 | 0.0% | 0.00% | +100.0% | |
SNAP | SNAP INCcl a | $1,000 | -75.0% | 100 | 0.0% | 0.00% | -66.7% | |
SEDG | SOLAREDGE TECHNOLOGIES INC | $1,000 | 0.0% | 3 | 0.0% | 0.00% | +100.0% | |
TTD | THE TRADE DESK INC | $1,000 | 0.0% | 20 | 0.0% | 0.00% | +100.0% | |
TLRY | TILRAY BRANDS INC | $1,000 | -50.0% | 260 | 0.0% | 0.00% | -33.3% | |
AQB | AQUABOUNTY TECHNOLOGIES INC | $1,000 | 0.0% | 325 | 0.0% | 0.00% | +100.0% | |
VBIV | VBI VACCINES INC CDA | $1,000 | 0.0% | 736 | 0.0% | 0.00% | +100.0% | |
VALE | VALE S Asponsored ads | $1,000 | -50.0% | 76 | 0.0% | 0.00% | -33.3% | |
VXRT | VAXART INC | $1,000 | -50.0% | 361 | 0.0% | 0.00% | -33.3% | |
VRTX | VERTEX PHARMACEUTICALS INC | $1,000 | 0.0% | 2 | 0.0% | 0.00% | +100.0% | |
ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $1,000 | 0.0% | 2 | 0.0% | 0.00% | +100.0% | |
NBR | NABORS INDUSTRIES LTD | $1,000 | 0.0% | 5 | 0.0% | 0.00% | +100.0% | |
CRSP | CRISPR THERAPEUTICS AGnamen akt | $1,000 | 0.0% | 15 | 0.0% | 0.00% | +100.0% | |
ASML | ASML HOLDING N V | $1,000 | 0.0% | 2 | 0.0% | 0.00% | +100.0% | |
HUBS | HUBSPOT INC | $1,000 | 0.0% | 3 | 0.0% | 0.00% | +100.0% | |
GEVO | GEVO INC | $0 | -100.0% | 170 | 0.0% | 0.00% | -100.0% | |
PATH | UIPATH INCcl a | $0 | – | 10 | 0.0% | 0.00% | – | |
TMQ | TRILOGY METALS INC NEW | $0 | – | 333 | 0.0% | 0.00% | – | |
TTC | TORO CO | $0 | – | 5 | 0.0% | 0.00% | – | |
ACB | AURORA CANNABIS INC | $0 | -100.0% | 229 | 0.0% | 0.00% | -100.0% | |
SKLZ | SKILLZ INC | $0 | – | 10 | 0.0% | 0.00% | – | |
BAND | BANDWIDTH INC | $0 | – | 6 | 0.0% | 0.00% | – | |
SPMD | SPDR SER TRportfolio s&p400 | $0 | -100.0% | 12 | 0.0% | 0.00% | -100.0% | |
SHELL PLCspon ads | $0 | – | 8 | 0.0% | 0.00% | – | ||
RH | RH | $0 | – | 1 | 0.0% | 0.00% | – | |
ZLAB | ZAI LAB LTDadr | $0 | – | 11 | 0.0% | 0.00% | – | |
HMC | HONDA MOTOR LTD | $0 | – | 9 | 0.0% | 0.00% | – | |
PINS | PINTEREST INCcl a | $0 | – | 12 | 0.0% | 0.00% | – | |
COUP | COUPA SOFTWARE INC | $0 | – | 2 | 0.0% | 0.00% | – | |
NUEM | NUSHARES ETF TRnuveen esg emrgn | $0 | – | 9 | 0.0% | 0.00% | – | |
NUDM | NUSHARES ETF TRnuveen esg intl | $0 | – | 9 | 0.0% | 0.00% | – | |
APPN | APPIAN CORPcl a | $0 | – | 6 | 0.0% | 0.00% | – | |
FVRR | FIVERR INTL LTD | $0 | -100.0% | 8 | 0.0% | 0.00% | -100.0% | |
NUMV | NUSHARES ETF TRnuveen esg midvl | $0 | – | 7 | 0.0% | 0.00% | – | |
WIX | WIX COM LTD | $0 | – | 2 | 0.0% | 0.00% | – | |
NUMG | NUSHARES ETF TRnuveen esg midcp | $0 | – | 6 | 0.0% | 0.00% | – | |
NICE | NICE LTDsponsored adr | $0 | – | 2 | 0.0% | 0.00% | – | |
MASI | MASIMO CORP | $0 | – | 3 | 0.0% | 0.00% | – | |
LMND | LEMONADE INC | $0 | – | 10 | 0.0% | 0.00% | – | |
DRAGANFLY INC. | $0 | – | 184 | 0.0% | 0.00% | – | ||
ATVI | ACTIVISION BLIZZARD INC | $0 | – | 6 | 0.0% | 0.00% | – | |
ACRX | ACELRX PHARMACEUTICALS INC | $0 | – | 1,000 | 0.0% | 0.00% | – | |
ADBE | ADOBE SYSTEMS INCORPORATED | $0 | – | 1 | 0.0% | 0.00% | – | |
VSGX | VANGUARD WORLD FDesg intl stk etf | $0 | – | 6 | 0.0% | 0.00% | – | |
ALLBIRDS INC | $0 | -100.0% | 100 | 0.0% | 0.00% | -100.0% | ||
AIG | AMERICAN INTL GROUP INC | $0 | – | 2 | 0.0% | 0.00% | – | |
HSBC | HSBC HLDGS PLCspon adr new | $0 | – | 2 | 0.0% | 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.