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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
QUALIshares Tr
Recent Activity
Increased 5.09%
2.96%
$3.019M
16,835 shares@ $179.3 avg price
JMBSJanus Detroit Str Tr
Recent Activity
Increased 0.43%
2.5%
$2.555M
54,762 shares@ $46.65 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.69%
2.35%
$2.402M
5,582 shares@ $430.3 avg price
AAPLApple Inc
Recent Activity
Increased 0.81%
2.22%
$2.266M
9,727 shares@ $233.01 avg price
IJHIshares Tr
Recent Activity
Increased 0.18%
2.04%
$2.081M
33,390 shares@ $62.32 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 4.43%
1.96%
$2M
11,163 shares@ $179.16 avg price
ESGUIshares Tr
Recent Activity
Decreased -5.06%
1.92%
$1.956M
15,504 shares@ $126.18 avg price
IJRIshares Tr
Recent Activity
Increased 1.18%
1.91%
$1.949M
16,661 shares@ $116.97 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