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Daniel J. Cohen

Macroview Investment Management Llc

Assets Managed
$144.008M
Holdings
99
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
-1.57%(2Q avg: 3.75%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Macroview Investment Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 99 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 144.008M in assets, with a quarterly growth rate of -1.57% and a 2-quarter average growth rate of 3.75%. The portfolio is managed by Daniel J. Cohen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 5.4%
6.01%
$8.648M
13,298 shares@ $650.33 avg price
BMAR
Innovator U.s. Equity Buffer
Recent Activity
5.05%
$7.267M
138,452 shares@ $52.49 avg price
PHYS
Sprott Physical Gold Trust
Recent Activity
Decreased -2.06%
4.91%
$7.067M
199,402 shares@ $35.45 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Increased 0.23%
4.34%
$6.248M
64,324 shares@ $97.13 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 0.99%
4.3%
$6.18M
212,152 shares@ $29.14 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 0.76%
3.55%
$5.106M
75,613 shares@ $67.54 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 3.41%
3.47%
$4.983M
7,629 shares@ $653.2 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -0.02%
3.41%
$4.9M
39,415 shares@ $124.31 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -2.75%
3.3%
$4.75M
11,039 shares@ $430.29 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -4.97%
3.23%
$4.644M
8,046 shares@ $577.18 avg price

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