• 13F History

MACROVIEW INVESTMENT MANAGEMENT LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 31, 2025
Value $
$98.5M
Signature - Title
Daniel J. Cohen - Chief Compliance Officer
Location
Bethesda, MD
Summary
This page shows a list of all the recent 13F filings made by MACROVIEW INVESTMENT MANAGEMENT LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MACROVIEW INVESTMENT MANAGEMENT LLC reported 79 stock holdings with total value $98.5M as of Q4 2024. Top holdings included SPY, IVV, SCHG, HD, and PHYS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 79 $98.5M +$12.4M -$11.5M +$911K SPY, IVV, SCHG, HD, PHYS 13F-HR 1/31/2025, 10:19 AM
Q3 2024 583 $102M +$4.36M -$2.19M +$2.17M SPY, HD, SCHG, PHYS, IVV 13F-HR 10/22/2024, 09:16 AM
Q2 2024 586 $93.7M +$12.4M -$9.83M +$2.53M SPY, SCHG, HD, PHYS, IVV 13F-HR 7/23/2024, 09:08 AM
Q1 2024 630 $90.2M +$12.6M -$9.95M +$2.64M HD, IVV, PHYS, SPY, QQQ 13F-HR 4/30/2024, 11:40 AM
Q4 2023 619 $84.9M +$8.18M -$6.12M +$2.06M HD, PHYS, IVV, ESGU, IEFA 13F-HR 1/30/2024, 11:30 AM
Q3 2023 801 $75M +$19.4M -$1.99M +$17.4M HD, PHYS, ESGU, IVV, IEFA 13F-HR 10/26/2023, 09:14 AM
Q2 2023 497 $65.1M +$1.93M -$665K +$1.26M PHYS, ESGU, IEFA, NOBL, JMBS 13F-HR 7/13/2023, 06:53 PM
Q1 2023 450 $62.4M +$10.5M -$2.43M +$8.12M PHYS, ESGU, IEFA, GLD, JMBS 13F-HR 4/18/2023, 11:44 AM
Q4 2022 459 $58.3M +$5.84M -$2.61M +$3.23M PHYS, ESGU, JMBS, GLD, NOBL 13F-HR 1/11/2023, 03:50 PM
Q3 2022 364 $54.7M +$4.69M -$5.22M -$523K ESGU, PHYS, JAAA, JMBS, GLD 13F-HR 10/21/2022, 09:56 AM
Q2 2022 392 $61.2M +$9.05M -$7.7M +$1.35M PHYS, ESGU, IEFA, JAAA, JMBS 13F-HR 7/19/2022, 07:53 PM
Q1 2022 384 $69.9M +$13.1M -$14.1M -$994K ESGU, PHYS, IEFA, JAAA, JMBS 13F-HR 5/2/2022, 04:23 PM
Q4 2021 351 $77.9M +$4.32M -$4.74M -$415K ESGU, IEFA, PHYS, VNLA, JMBS 13F-HR 1/25/2022, 12:13 PM
Q3 2021 361 $76.9M +$8.64M -$5.08M +$3.56M ESGU, VNLA, IEFA, PHYS, MINT 13F-HR 10/28/2021, 12:02 PM
Q2 2021 376 $74M +$9M -$7.58M +$1.42M VNLA, ESGU, PHYS, MINT, PTBD 13F-HR 7/23/2021, 12:00 PM
Q1 2021 349 $69.4M +$4.79M -$3.23M +$1.56M VNLA, MINT, PHYS, ESGU, NOBL 13F-HR 5/3/2021, 01:38 PM
Q4 2020 317 $67M +$6.01M -$1.46M +$4.55M VNLA, MINT, PHYS, ESGU, GLD 13F-HR 1/29/2021, 11:56 AM
Q3 2020 297 $58.2M +$9.96M -$944K +$9.01M VNLA, PHYS, MINT, GLD, ESGU 13F-HR 10/23/2020, 08:51 AM
Q2 2020 296 $47M +$6.61M -$11.5M -$4.93M PHYS, VNLA, MINT, ESGU, GLD 13F-HR 8/11/2020, 05:07 PM
Q1 2020 277 $46.6M +$9.92M -$4.62M +$5.3M VNLA, PHYS, MINT, SPY, GLD 13F-HR 5/6/2020, 04:32 PM
Q4 2019 285 $48M +$4.06M -$3.57M +$484K VNLA, PHYS, SPY, NOBL, GLD 13F-HR 2/5/2020, 12:43 PM
Q3 2019 274 $45.5M +$9.76M -$1.04M +$8.72M VNLA, PHYS, SPY, NOBL, GLD 13F-HR 11/4/2019, 11:49 AM
Q2 2019 288 $37.8M +$1.99M -$4.68M -$2.69M PHYS, SPY, NOBL, GLD, TOTL 13F-HR 7/23/2019, 09:38 AM
Q1 2019 312 $40.2M +$10.2M -$3.34M +$6.89M PHYS, SPY, TOTL, NOBL, GLD 13F-HR 5/9/2019, 01:50 PM
Q4 2018 299 $31.3M +$5.68M -$2.04M +$3.63M SPY, GLD, NOBL, TOTL, GSLC 13F-HR 2/6/2019, 05:00 PM
Q3 2018 305 $31.9M +$5.48M -$2.68M +$2.8M SPY, NOBL, GLD, GSLC, TOTL 13F-HR 11/2/2018, 03:30 PM
Q2 2018 264 $28.1M +$3.28M -$1.28M +$2.01M SPY, GLD, NOBL, GSLC, IVV 13F-HR 7/31/2018, 10:29 AM
Q1 2018 204 $27.4M +$9.14M -$1.58M +$7.56M SPY, GLD, NOBL, GSLC, MINT 13F-HR 5/7/2018, 02:42 PM
Q4 2017 122 $20.5M +$1.35M -$801K +$544K SPY, GLD, NOBL, GSLC, MINT 13F-HR 1/25/2018, 04:21 PM
Q3 2017 131 $19.5M +$2.26M -$535K +$1.73M SPY, GLD, NOBL, GSLC, MINT 13F-HR 10/30/2017, 11:24 AM
Q2 2017 172 $17.9M +$2.37M -$1.22M +$1.16M SPY, GLD, NOBL, GSLC, TOTL 13F-HR 8/11/2017, 04:24 PM
Q1 2017 104 $16.5M +$1.26M -$2.74M -$1.47M SPY, GLD, NOBL, GSLC, MINT 13F-HR 5/9/2017, 03:36 PM
Q4 2016 104 $17.4M +$332K -$3.56M -$3.23M SPY, GLD, NOBL, GSLC, MINT 13F-HR 2/2/2017, 10:18 AM
Q3 2016 102 $22.5M +$3.29M -$3.22M +$70K GLD, SPY, MINT, NOBL, GSLC 13F-HR 11/9/2016, 02:21 PM
Q2 2016 85 $22.5M +$3.59M -$3.32M +$269K GLD, SPY, NOBL, GSLC, EUO 13F-HR 8/2/2016, 04:10 PM
Q1 2016 85 $23.1M +$1.3M -$8.56M -$7.26M SPY, GLD, NOBL, EUO, MVF 13F-HR 5/6/2016, 04:07 PM
Q4 2015 99 $31.3M +$5.17M -$29.2M -$24M SPY, GLD, XLV, SHXXXX, EUM 13F-HR 1/26/2016, 02:42 PM
Q3 2015 109 $54.7M +$1.67M -$28.9M -$27.2M SHXXXX, XLV, EUM, PPH, MPW 13F-HR 10/23/2015, 11:36 AM
Q2 2015 107 $88.3M +$11.3M -$14M -$2.71M XLV, SHXXXX, VGK, PPH, GLD 13F-HR 7/31/2015, 02:54 PM
Q1 2015 130 $107M +$24.2M -$10.4M +$13.7M XLV, SHXXXX, GLD, PPH, XLP 13F-HR 5/12/2015, 03:19 PM
Q4 2014 151 $94.1M +$24.8M -$1.43M +$23.4M SHXXXX, GLD, XLV, PPH, EUM 13F-HR 1/26/2015, 03:02 PM
Q3 2014 164 $74.5M +$15M -$9.81M +$5.24M SHXXXX, GLD, XLV, PPH, TIP 13F-HR 10/23/2014, 03:14 PM
Q2 2014 172 $75.3M +$14.9M -$6.8M +$8.1M SHXXXX, XLV, GLD, PPH, TIP 13F-HR 7/29/2014, 11:53 AM
Q1 2014 257 $65.9M +$22.5M -$13.8M +$8.69M SHXXXX, XLV, TIP, GLD, PPH 13F-HR 4/30/2014, 04:45 PM
Q4 2013 188 $55.8M MBB, STPZ, SHXXXX, PPH, TIP 13F-HR 2/6/2014, 04:13 PM