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Size ($ in 1000's)
At 12/31/2023: $84,843
At 09/30/2023: $74,799
Macroview Investment Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Macroview Investment Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Macroview Investment Management LLC top holdings by largest position size, as per the latest 13f filing made by Macroview Investment Management LLC.
In the Macroview Investment Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Macroview Investment Management LLC in that top holding, then the share count change between reporting periods, and finally the Macroview Investment Management LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| HOME DEPOT INC |
11,046 |
-51 |
$3,828 | | HD | 11,046 | -51 | $3,828 | | SPROTT PHYSICAL GOLD TR |
213,644 |
-13,713 |
$3,403 | | PHYS | 213,644 | -13,713 | $3,403 | | ISHARES TR (IVV) |
6,758 |
+469 |
$3,228 | | IVV | 6,758 | +469 | $3,228 | | ISHARES TR (ESGU) |
29,383 |
-730 |
$3,083 | | ESGU | 29,383 | -730 | $3,083 | | ISHARES TR (IEFA) |
38,855 |
-2,827 |
$2,733 | | IEFA | 38,855 | -2,827 | $2,733 | | INVESCO QQQ TR |
6,645 |
-80 |
$2,721 | | QQQ | 6,645 | -80 | $2,721 | | SPDR GOLD TR (GLD) |
13,930 |
-248 |
$2,663 | | GLD | 13,930 | -248 | $2,663 | | PROSHARES TR (NOBL) |
27,753 |
-271 |
$2,642 | | NOBL | 27,753 | -271 | $2,642 | | ISHARES TR (QUAL) |
14,893 |
+439 |
$2,191 | | QUAL | 14,893 | +439 | $2,191 | | MICROSOFT CORP |
5,539 |
-28 |
$2,083 | | MSFT | 5,539 | -28 | $2,083 | | LISTED FD TR |
64,328 |
-3,361 |
$2,024 | | INFL | 64,328 | -3,361 | $2,024 | | ISHARES TR (IJH) |
6,468 |
+98 |
$1,793 | | IJH | 6,468 | +98 | $1,793 | | ISHARES TR (IJR) |
15,878 |
+115 |
$1,719 | | IJR | 15,878 | +115 | $1,719 | | JANUS DETROIT STR TR |
32,665 |
-3,176 |
$1,643 | | JAAA | 32,665 | -3,176 | $1,643 | | APPLE INC |
8,207 |
+570 |
$1,580 | | AAPL | 8,207 | +570 | $1,580 | | SPDR S&P 500 ETF TR (SPY) |
3,301 |
+852 |
$1,569 | | SPY | 3,301 | +852 | $1,569 | | JANUS DETROIT STR TR |
33,637 |
-22,748 |
$1,545 | | JMBS | 33,637 | -22,748 | $1,545 | | INNOVATOR ETFS TR (IJAN) |
48,464 |
-2,394 |
$1,473 | | IJAN | 48,464 | -2,394 | $1,473 | | INVESCO EXCHANGE TRADED FD T (RSPG) |
19,753 |
+19,753 |
$1,456 | | RSPG | 19,753 | +19,753 | $1,456 | | INNOVATOR ETFS TR (BJUL) |
31,746 |
-1,120 |
$1,195 | | BJUL | 31,746 | -1,120 | $1,195 | | VANGUARD ADMIRAL FDS INC (VIOO) |
10,863 |
-653 |
$1,078 | | VIOO | 10,863 | -653 | $1,078 | | VANGUARD WHITEHALL FDS (VIGI) |
13,337 |
-64 |
$1,058 | | VIGI | 13,337 | -64 | $1,058 | | ISHARES TR (MBB) |
11,210 |
+11,210 |
$1,055 | | MBB | 11,210 | +11,210 | $1,055 | | PIMCO ETF TR (MINT) |
10,410 |
-600 |
$1,039 | | MINT | 10,410 | -600 | $1,039 | | FIRST TR EXCHNG TRADED FD VI (GAUG) |
32,805 |
-562 |
$1,035 | | GAUG | 32,805 | -562 | $1,035 | | INNOVATOR ETFS TR (PJUL) |
28,446 |
-505 |
$1,029 | | PJUL | 28,446 | -505 | $1,029 | | SPDR SER TR (XBI) |
11,199 |
+809 |
$1,000 | | XBI | 11,199 | +809 | $1,000 | | ISHARES TR (EFG) |
10,216 |
-135 |
$989 | | EFG | 10,216 | -135 | $989 | | ISHARES GOLD TR (IAU) |
25,287 |
+1,184 |
$987 | | IAU | 25,287 | +1,184 | $987 | | VANGUARD INDEX FDS (VTI) |
3,879 |
-16 |
$920 | | VTI | 3,879 | -16 | $920 | | VANGUARD SCOTTSDALE FDS (VONV) |
11,954 |
+10,813 |
$867 | | VONV | 11,954 | +10,813 | $867 | | GOLDMAN SACHS ETF TR (GSLC) |
9,195 |
-241 |
$863 | | GSLC | 9,195 | -241 | $863 | | VANECK ETF TRUST (HAP) |
17,603 |
-65 |
$859 | | HAP | 17,603 | -65 | $859 | | SCHWAB STRATEGIC TR |
10,326 |
+9,686 |
$857 | | SCHG | 10,326 | +9,686 | $857 | | VANGUARD ADMIRAL FDS INC (VIOV) |
9,651 |
-1,585 |
$854 | | VIOV | 9,651 | -1,585 | $854 | | ISHARES TR (EFA) |
10,061 |
+6,942 |
$758 | | EFA | 10,061 | +6,942 | $758 | | ORACLE CORP |
6,890 |
-2,258 |
$726 | | ORCL | 6,890 | -2,258 | $726 | | FIRST TR EXCHANGE TRADED FD (CIBR) |
12,489 |
-104 |
$672 | | CIBR | 12,489 | -104 | $672 | | VANGUARD STAR FDS (VXUS) |
11,014 |
-572 |
$638 | | VXUS | 11,014 | -572 | $638 | | GLOBAL X FDS |
26,862 |
-833 |
$609 | | CLOU | 26,862 | -833 | $609 | | GLOBAL X FDS |
16,208 |
-1,543 |
$572 | | SNSR | 16,208 | -1,543 | $572 | | PIMCO ETF TR (BOND) |
5,988 |
-83 |
$554 | | BOND | 5,988 | -83 | $554 | | GLOBAL X FDS |
19,412 |
-722 |
$553 | | BOTZ | 19,412 | -722 | $553 | | VANGUARD SPECIALIZED FUNDS (VIG) |
3,244 |
-121 |
$553 | | VIG | 3,244 | -121 | $553 | | ISHARES TR (MUB) |
4,857 |
-3,038 |
$527 | | MUB | 4,857 | -3,038 | $527 | | ISHARES TR (IWF) |
1,459 |
UNCH |
$442 | | IWF | 1,459 | UNCH | $442 | | VANGUARD INTL EQUITY INDEX F (VT) |
4,005 |
-35 |
$412 | | VT | 4,005 | -35 | $412 | | COCA COLA CONS INC |
433 |
UNCH |
$402 | | COKE | 433 | UNCH | $402 | | AMERICAN EXPRESS CO |
2,113 |
-617 |
$396 | | AXP | 2,113 | -617 | $396 | | SPDR INDEX SHS FDS (SPEM) |
10,820 |
+444 |
$383 | | SPEM | 10,820 | +444 | $383 |
See Full List: All Stocks Held By Macroview Investment Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Macroview Investment Management LLC
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