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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
IJANInnovator Etfs Trust
Recent Activity
Decreased -0.5%
1.53%
$1.561M
47,351 shares@ $32.98 avg price
BFEBInnovator Etfs Trust
Recent Activity
Increased 2.01%
1.3%
$1.324M
31,557 shares@ $41.97 avg price
IAUIshares Gold Tr
Recent Activity
Increased 3.31%
1.27%
$1.289M
25,942 shares@ $49.71 avg price
VIGIVanguard Whitehall Fds
Recent Activity
Increased 3.08%
1.24%
$1.262M
14,294 shares@ $88.29 avg price
GFEBFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 1.2%
1.19%
$1.216M
33,290 shares@ $36.53 avg price
PFEBInnovator Etfs Trust
Recent Activity
Increased 1.29%
1.15%
$1.172M
32,516 shares@ $36.05 avg price
VTIVanguard Index Fds
Recent Activity
Increased 0.36%
1.09%
$1.105M
3,903 shares@ $283.13 avg price
MINTPimco Etf Tr
Recent Activity
Increased 0.36%
1.02%
$1.042M
10,352 shares@ $100.7 avg price
GSLCGoldman Sachs Etf Tr
Recent Activity
Increased 0.18%
1.02%
$1.037M
9,183 shares@ $112.94 avg price
XBISpdr Ser Tr
Recent Activity
Decreased -4.17%
0.94%
$953,517
9,651 shares@ $98.8 avg price