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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 7.56%
6.15%
$6.288M
10,959 shares@ $573.78 avg price
HDHome Depot Inc
Recent Activity
Increased 0.28%
4.39%
$4.488M
11,076 shares@ $405.21 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 6.12%
4.27%
$4.367M
41,915 shares@ $104.19 avg price
PHYSSprott Physical Gold Tr
Recent Activity
Increased 0.05%
4.12%
$4.214M
206,747 shares@ $20.39 avg price
IVVIshares Tr
Recent Activity
Increased 2.92%
3.77%
$3.852M
6,679 shares@ $576.81 avg price
VONVVanguard Scottsdale Fds
Recent Activity
Increased 3.15%
3.75%
$3.828M
45,938 shares@ $83.34 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 3.07%
3.56%
$3.64M
7,457 shares@ $488.07 avg price
EFAIshares Tr
Recent Activity
Increased 7.45%
3.43%
$3.502M
41,873 shares@ $83.63 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 1.39%
3.26%
$3.335M
13,719 shares@ $243.07 avg price
NOBLProshares Tr
Recent Activity
Increased 0.8%
2.97%
$3.03M
28,378 shares@ $106.76 avg price