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Daniel J. Cohen

@Macroview Investment Management Llc

Latest period2024 - Q3ReportedManaged Assets$102.319MTotal holdings584
Assets growth rate8.39%Assets growth rate (2-Q avg)6.08%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Macroview Investment Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 584 positions.

Assets under management

The assets under management (AUM) of Macroview Investment Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 102.319M in assets, with a quarterly growth rate of 8.39% and a 2-quarter average growth rate of 6.08%. The portfolio is managed by Daniel J. Cohen, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
Decreased -0.69%
2.35%
$2.402M
5,582 shares@ $430.3 avg price
ESGUIshares Tr
Recent Activity
Decreased -5.06%
1.92%
$1.956M
15,504 shares@ $126.18 avg price
IEFAIshares Tr
Recent Activity
Decreased -0.87%
1.67%
$1.705M
21,849 shares@ $78.06 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Decreased -0.3%
1.63%
$1.659M
32,602 shares@ $50.88 avg price
IJANInnovator Etfs Trust
Recent Activity
Decreased -0.5%
1.53%
$1.561M
47,351 shares@ $32.98 avg price
XBISpdr Ser Tr
Recent Activity
Decreased -4.17%
0.94%
$953,517
9,651 shares@ $98.8 avg price
EFGIshares Tr
Recent Activity
Decreased -9.69%
0.77%
$777,988
7,227 shares@ $107.66 avg price
IWMIshares Tr
Recent Activity
Decreased -48.21%
0.65%
$664,537↓ Put
3,008 shares@ $220.93 avg price
HAPVaneck Etf Trust
Recent Activity
Decreased -2.45%
0.59%
$597,973
11,344 shares@ $52.72 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -0.03%
0.58%
$584,178
2,950 shares@ $198.03 avg price