MI

MACROVIEW INVESTMENT MANAGEMENT LLC

13F
MACROVIEW INVESTMENT MANAGEMENT LLC
Last update 2024-10-22 583 Stocks (70 new)
Value $101.00 Mil Turnover 8 %
Countries:
Top Holdings: SPY(6.23%)HD(4.44%)SCHG(4.32%)PHYS(4.17%)IVV(3.81%)
Portfolio Report
Summary Stock Picks Current Portfolio
MACROVIEW INVESTMENT MANAGEMEN... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		S&P 500 ETF TRUST ETF
10,959
6288.020
+7.56%
6.230
+0.44%
0.000
+11.93%
+25.58%
617362.995
 
HD 		The Home Depot Inc
11,076
4488.040
+0.27%
4.440
+0.01%
0.000
+17.27%
+18.54%
400376.694
Retail - Cyclical
SCHG 		Schwab U.S. Large-Cap Growth ETF
167,660
4366.750
+324.48%
4.320
+3.30%
0.000
+15.36%
+33.99%
35821.310
 
PHYS 		Sprott Physical Gold Trust
206,747
4213.500
+0.05%
4.170
0%
0.050
+3.75%
+24.92%
7915.977
Asset Management
IVV 		iShares Core S&P 500 ETF
6,679
3852.490
+2.91%
3.810
+0.11%
0.000
+11.87%
+25.57%
565718.602
 
VONV 		Vanguard Russell 1000 Value Index Fund
45,938
3828.050
+3.15%
3.790
+0.12%
0.040
+10.07%
+17.99%
8987.399
 
QQQ 		INVESCO QQQ Trust
7,457
3639.530
+3.07%
3.600
+0.11%
0.000
+13.63%
+25.25%
312157.026
 
EFA 		iShares MSCI EAFE ETF
41,873
3501.820
+7.45%
3.470
+0.24%
0.010
+0.52%
+3.13%
54180.273
 
GLD 		SPDR Gold Shares ETF
13,719
3334.540
+1.39%
3.300
+0.05%
0.000
+5.10%
+25.57%
73238.737
 
NOBL 		ProShares S&P 500 Dividend Aristocrats ETF
28,378
3029.580
+0.80%
3.000
+0.02%
0.020
+6.84%
+11.38%
12579.951
 

MACROVIEW INVESTMENT MANAGEMENT LLC's Historical Top Holdings Breakdowns

MACROVIEW INVESTMENT MANAGEMENT LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+3.30%
●
23.16 ($25.16) 26.42
$27.79
10.45%
Add 324.48%
167,660
32,041
ILPT 		Industrial Logistics Properties Trust2024-09-30New Buy
+0.52%
●
3.45 ($4.7) 5.16
$3.58
-23.72%
New holding
110,708
110,708
SPY 		S&P 500 ETF TRUST ETF2024-09-30Add
+0.44%
●
517.38 ($552.93) 573.76
$596.79
7.93%
Add 7.56%
10,959
770
GDS 		GDS Holdings Ltd2024-09-30New Buy
+0.27%
●
9.3 ($14.14) 21.53
$22.59
59.76%
New holding
13,500
13,500
EFA 		iShares MSCI EAFE ETF2024-09-30Add
+0.24%
●
75.32 ($80.46) 84.43
$77.70
-3.42%
Add 7.45%
41,873
2,903
GAUG 		FT Vest U.S. Equity Moderate Buffer ETF - August2024-09-30New Buy
+0.22%
●
33.51 ($34.03) 34.77
$35.31
3.76%
New holding
6,500
6,500
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30Add
+0.20%
●
20.37 ($21.79) 22.62
$23.65
8.54%
Add 205.48%
13,386
3,001
GNOV 		FT Vest U.S. Equity Moderate Buffer ETF - November2024-09-30Reduce
-0.18%
●
33.13 ($34.04) 34.48
$34.79
2.21%
Reduce -76.22%
1,546
-4,954
QUAL 		iShares MSCI USA Quality Factor ETF2024-09-30Add
+0.14%
●
162.64 ($173.44) 179.3
$184.07
6.13%
Add 5.08%
16,835
814
AMZN 		Amazon.com Inc2024-09-30Add
+0.13%
●
161.02 ($182.46) 200
$208.91
14.50%
Add 39.07%
2,563
720

MACROVIEW INVESTMENT MANAGEMENT LLC Total Holding History ($B)

To

MACROVIEW INVESTMENT MANAGEMENT LLC's Asset Allocation

To

MACROVIEW INVESTMENT MANAGEMENT LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MACROVIEW INVESTMENT MANAGEMENT LLC's Hypothetical Growth since 2024-09-30

MACROVIEW INVESTMENT MANAGEMENT LLC's Yearly Returns

Year Portfolio % % Excess Gain %

MACROVIEW INVESTMENT MANAGEMENT LLC's Holdings Heat Map

Size field:

MACROVIEW INVESTMENT MANAGEMENT LLC's Holdings Bubble Chart

MACROVIEW INVESTMENT MANAGEMENT LLC News

  • 1

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