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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | NVDA | NVIDIA CORPORATION | Technology | 5,063.0 | $1.0M | 0.62% | NEW | — | $200.10 | +8.7% |
| 42 | GOOGL | ALPHABET INC | Communication Services | 2,758.0 | $986K | 0.61% | NEW | — | $357.42 | -3.0% |
| 43 | LMT | LOCKHEED MARTIN CORP | Industrials | 1,756.0 | $895K | 0.55% | NEW | — | $509.46 | +10.7% |
| 44 | GOOG | ALPHABET INC | — | 2,527.0 | $893K | 0.55% | NEW | — | $353.39 | — |
| 45 | ORCL | ORACLE CORP | Technology | 5,481.0 | $803K | 0.50% | NEW | — | $146.56 | +2.8% |
| 46 | COKE | COCA COLA CONS INC | Consumer Defensive | 4,188.0 | $800K | 0.49% | NEW | — | $190.94 | +4.0% |
| 47 | IWF | ISHARES TR | — | 6,339.0 | $787K | 0.49% | NEW | — | $124.17 | -1.1% |
| 48 | AXP | AMERICAN EXPRESS CO | Financial Services | 2,186.0 | $739K | 0.46% | NEW | — | $338.25 | -1.5% |
| 49 | XOM | EXXON MOBIL CORP | Energy | 5,294.0 | $724K | 0.45% | NEW | — | $136.73 | +14.6% |
| 50 | BOND | PIMCO ETF TR | — | 7,804.0 | $720K | 0.44% | NEW | — | $92.21 | -1.8% |
| 51 | VIG | VANGUARD SPECIALIZED FUNDS | — | 2,951.0 | $698K | 0.43% | NEW | — | $236.59 | +2.7% |
| 52 | — | HUDSON PACIFIC PROPERTIES IN | — | 45,540.0 | $692K | 0.43% | NEW | — | $15.19 | — |
| 53 | VT | VANGUARD INTL EQUITY INDEX F | — | 4,190.0 | $658K | 0.41% | NEW | — | $156.95 | +2.6% |
| 54 | SPEM | SPDR INDEX SHS FDS | — | 12,645.0 | $655K | 0.40% | NEW | — | $51.78 | +1.9% |
| 55 | AMZN | AMAZON COM INC | Consumer Cyclical | 2,583.0 | $616K | 0.38% | NEW | — | $238.34 | +11.8% |
| 56 | IWR | ISHARES TR | — | 5,498.0 | $607K | 0.37% | NEW | — | $110.32 | +1.8% |
| 57 | VIOO | VANGUARD ADMIRAL FDS INC | — | 3,941.0 | $542K | 0.34% | NEW | — | $137.55 | -1.9% |
| 58 | TOTL | SSGA ACTIVE ETF TR | — | 13,683.0 | $540K | 0.33% | NEW | — | $39.47 | -1.8% |
| 59 | IVE | ISHARES TR | — | 2,367.0 | $537K | 0.33% | NEW | — | $227.05 | +4.5% |
| 60 | TCAF | T ROWE PRICE EXCHANGE-TRADED | — | 12,833.0 | $527K | 0.33% | NEW | — | $41.10 | +4.2% |
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%