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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | AMD | ADVANCED MICRO DEVICES INC | Technology | 579.0 | $336K | 0.21% | NEW | — | $580.91 | -19.9% |
| 82 | JPM | JPMORGAN CHASE & CO | Financial Services | 1,002.0 | $328K | 0.20% | NEW | — | $327.33 | +9.3% |
| 83 | IWM | ISHARES TR | — | 1,075.0 | $323K | 0.20% | NEW | — | $300.52 | -1.6% |
| 84 | VBK | VANGUARD INDEX FDS | — | 882.0 | $322K | 0.20% | NEW | — | $365.61 | -3.8% |
| 85 | CIBR | FIRST TR EXCHANGE-TRADED FD | — | 3,587.0 | $322K | 0.20% | NEW | — | $89.85 | +9.7% |
| 86 | DYNF | BLACKROCK ETF TRUST | — | 4,660.0 | $317K | 0.20% | NEW | — | $68.01 | +2.3% |
| 87 | WCMI | FIRST TR EXCHANGE-TRADED FD | — | 16,194.0 | $317K | 0.20% | NEW | — | $19.57 | +1.0% |
| 88 | AVGO | BROADCOM INC | Technology | 831.0 | $314K | 0.19% | NEW | — | $377.56 | -2.3% |
| 89 | SAIC | SCIENCE APPLICATIONS INTL CO | Technology | 2,680.0 | $296K | 0.18% | NEW | — | $110.41 | +14.1% |
| 90 | NVR | NVR INC | Consumer Cyclical | 43.0 | $293K | 0.18% | NEW | — | $6813.40 | -6.1% |
| 91 | ALL | ALLSTATE CORP | Financial Services | 1,212.0 | $288K | 0.18% | NEW | — | $237.94 | +9.5% |
| 92 | DRAM | ROUNDHILL ETF TRUST | — | 3,363.0 | $248K | 0.15% | NEW | — | $73.85 | -24.4% |
| 93 | CSCO | CISCO SYS INC | Technology | 2,100.0 | $247K | 0.15% | NEW | — | $117.48 | -6.4% |
| 94 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 313.0 | $239K | 0.15% | NEW | — | $190.79 | +14.5% |
| 95 | EEM | ISHARES TR | — | 3,484.0 | $238K | 0.15% | NEW | — | $68.41 | -1.9% |
| 96 | MCK | MCKESSON CORP | Healthcare | 314.0 | $237K | 0.15% | NEW | — | $755.67 | +18.2% |
| 97 | — | BERKSHIRE HATHAWAY INC DEL | — | 462.0 | $231K | 0.14% | NEW | — | $500.39 | — |
| 98 | INTC | INTEL CORP | Technology | 1,653.0 | $231K | 0.14% | NEW | — | $139.66 | -35.9% |
| 99 | TSLA | TESLA INC | Consumer Cyclical | 539.0 | $227K | 0.14% | NEW | — | $420.60 | -17.1% |
| 100 | SNSR | GLOBAL X FDS | — | 4,435.0 | $222K | 0.14% | NEW | — | $49.97 | -5.7% |
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%