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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
SPEMSpdr Index Shs Fds
Recent Activity
Decreased -0.56%
0.44%
$445,899
10,802 shares@ $41.28 avg price
EEMIshares Tr
Recent Activity
Decreased -2.53%
0.42%
$421,331
9,187 shares@ $45.87 avg price
VIOOVanguard Admiral Fds Inc
Recent Activity
Decreased -7.51%
0.39%
$396,675
3,667 shares@ $108.18 avg price
INFLListed Fd Tr
Recent Activity
Decreased -30.2%
0.31%
$316,851
8,429 shares@ $37.6 avg price
CIBRFirst Tr Exchange Traded Fd
Recent Activity
Decreased -4.98%
0.3%
$300,253
5,069 shares@ $59.24 avg price
EFVIshares Tr
Recent Activity
Decreased -3.86%
0.28%
$279,084
4,851 shares@ $57.54 avg price
SCHFSchwab Strategic Tr
Recent Activity
Decreased -0.31%
0.26%
$256,679
6,242 shares@ $41.13 avg price
MUBIshares Tr
Recent Activity
Decreased -1.72%
0.25%
$253,357
2,332 shares@ $108.65 avg price
CLOUGlobal X Fds
Recent Activity
Decreased -15.93%
0.25%
$252,889
12,306 shares@ $20.56 avg price
SNSRGlobal X Fds
Recent Activity
Decreased -8.73%
0.24%
$239,257
6,887 shares@ $34.75 avg price