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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
VIOVVanguard Admiral Fds Inc
Recent Activity
Decreased -28.76%
0.07%
$68,213
738 shares@ $92.43 avg price
SOXXIshares Tr
Recent Activity
Decreased -12.57%
0.07%
$65,663
285 shares@ $230.4 avg price
COINCoinbase Global Inc
Recent Activity
Decreased -9.77%
0.06%
$57,549
323 shares@ $178.18 avg price
SMHVaneck Etf Trust
Recent Activity
Decreased -16.6%
0.06%
$55,498
226 shares@ $245.57 avg price
QAINew York Life Investments Et
Recent Activity
Decreased -8.49%
0.06%
$55,302
1,724 shares@ $32.08 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -44.14%
0.05%
$43,545
143 shares@ $304.52 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Decreased -3.57%
0.05%
$41,556
270 shares@ $153.92 avg price
GEGe Aerospace
Recent Activity
Decreased -4.73%
0.04%
$37,953
201 shares@ $188.83 avg price
BABoeing Co
Recent Activity
Decreased -1.76%
0.04%
$33,753
222 shares@ $152.05 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -75%
0.03%
$25,640
200 shares@ $128.2 avg price