Portfolio (Quarterly)
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MACROVIEW INVESTMENT MANAGEMENT LLC
· CIK 0001551727| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | SGOV | ISHARES TR | — | 5,145.0 | $518K | 0.32% | NEW | — | $100.67 | +0.0% |
| 62 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 1,813.0 | $510K | 0.32% | NEW | — | $281.26 | -16.2% |
| 63 | SCHX | SCHWAB STRATEGIC TR | — | 16,724.0 | $492K | 0.30% | NEW | — | $29.43 | +3.1% |
| 64 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 1,151.0 | $478K | 0.29% | NEW | — | $415.52 | -5.4% |
| 65 | SPYM | SPDR SERIES TRUST | — | 5,403.0 | $475K | 0.29% | NEW | — | $87.88 | +3.1% |
| 66 | MS | MORGAN STANLEY | Financial Services | 2,180.0 | $456K | 0.28% | NEW | — | $209.08 | +2.7% |
| 67 | VWO | VANGUARD INTL EQUITY INDEX F | — | 7,357.0 | $439K | 0.27% | NEW | — | $59.69 | +1.8% |
| 68 | FGD | FIRST TR EXCHANGE-TRADED FD | — | 13,576.0 | $434K | 0.27% | NEW | — | $31.99 | +11.4% |
| 69 | SCHF | SCHWAB STRATEGIC TR | — | 15,322.0 | $424K | 0.26% | NEW | — | $27.70 | +2.2% |
| 70 | MU | MICRON TECHNOLOGY INC | Technology | 362.0 | $418K | 0.26% | NEW | — | $1155.08 | -19.2% |
| 71 | INFL | LISTED FDS TR | — | 7,886.0 | $393K | 0.24% | NEW | — | $49.88 | +10.8% |
| 72 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 377.0 | $381K | 0.23% | NEW | — | $1011.71 | +2.2% |
| 73 | WMT | WALMART INC | Consumer Defensive | 3,343.0 | $379K | 0.23% | NEW | — | $113.28 | -9.0% |
| 74 | META | META PLATFORMS INC | Communication Services | 671.0 | $378K | 0.23% | NEW | — | $563.36 | +2.6% |
| 75 | BK | BANK OF NY MELLON CORP | Financial Services | 2,613.0 | $378K | 0.23% | NEW | — | $144.61 | -1.9% |
| 76 | GDS | GDS HLDGS LTD | Technology | 12,460.0 | $374K | 0.23% | NEW | — | $30.03 | +11.3% |
| 77 | HAP | VANECK ETF TRUST | — | 5,335.0 | $366K | 0.23% | NEW | — | $68.61 | +11.2% |
| 78 | VGK | VANGUARD INTL EQUITY INDEX F | — | 4,105.0 | $363K | 0.22% | NEW | — | $88.54 | +3.9% |
| 79 | XBI | SPDR SERIES TRUST | — | 2,204.0 | $349K | 0.21% | NEW | — | $158.28 | +2.6% |
| 80 | UNP | UNION PAC CORP | Industrials | 1,270.0 | $345K | 0.21% | NEW | — | $272.03 | +13.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
59.0%
Technology
20.8%
Consumer Cyclical
9.5%
Communication Services
3.0%
Industrials
2.3%
Consumer Defensive
2.2%
Healthcare
1.7%
Energy
1.4%