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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
BOTZGlobal X Fds
Recent Activity
Decreased -17.85%
0.23%
$235,189
7,315 shares@ $32.16 avg price
VNQVanguard Index Fds
Recent Activity
Decreased -15.96%
0.18%
$184,129
1,890 shares@ $97.43 avg price
ESGEIshares Inc
Recent Activity
Decreased -6.3%
0.14%
$142,292
3,908 shares@ $36.42 avg price
DISDisney Walt Co
Recent Activity
Decreased -29.63%
0.12%
$114,178
1,187 shares@ $96.2 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -4.04%
0.12%
$112,981
1,423 shares@ $79.4 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -1.83%
0.11%
$110,797
536 shares@ $206.72 avg price
TSLATesla Inc
Recent Activity
Decreased -21.39%
0.1%
$97,065
371 shares@ $261.64 avg price
EMBIshares Tr
Recent Activity
Decreased -7.76%
0.09%
$87,841
939 shares@ $93.55 avg price
WFCWells Fargo Co New
Recent Activity
Decreased -8.25%
0.09%
$84,735
1,500 shares@ $56.49 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -1.33%
0.09%
$83,306
369 shares@ $225.77 avg price