Macroview Investment Management LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Introduction:

In this article, we will analyze the Q1 2023 and Q2 2023 13F holdings comparison of Macroview Investment Management LLC. The 13F form is filed quarterly by investment managers with over $100 million in assets under management, detailing their holdings of publicly traded securities. By examining the changes in holdings, we can gain insights into the investment strategy and market outlook of Macroview Investment Management LLC.

Key Findings:

1. SPROTT PHYSICAL GOLD TR (PHYS): Macroview Investment Management LLC's holdings in SPROTT PHYSICAL GOLD TR decreased by 4.3% from Q1 2023 to Q2 2023.

2. ISHARES TR (ESGU): The holdings of ISHARES TR decreased by 6.4% during the same period.

3. ISHARES TR (IEFA): There was a 3.6% increase in the holdings of ISHARES TR between Q1 2023 and Q2 2023.

4. PROSHARES TR (NOBL): Macroview Investment Management LLC's holdings in PROSHARES TR increased by 3.7% from Q1 2023 to Q2 2023.

5. JANUS DETROIT STR TR (JMBS): The holdings of JANUS DETROIT STR TR decreased by 1.6% during the same period.

6. SPDR GOLD TR (GLD): Macroview Investment Management LLC's holdings in SPDR GOLD TR decreased by 2.9% from Q1 2023 to Q2 2023.

7. ISHARES TR (IVV): There was a significant increase of 15.5% in the holdings of ISHARES TR between Q1 2023 and Q2 2023.

8. INVESCO QQQ TR (QQQ): The holdings of INVESCO QQQ TR increased by 16.5% during the same period.

9. LISTED FD TR (INFL): Macroview Investment Management LLC's holdings in LISTED FD TR increased by 2.7% from Q1 2023 to Q2 2023.

10. ISHARES TR (QUAL): The holdings of ISHARES TR increased by 10.2% during the same period.

11. JANUS DETROIT STR TR (JAAA): Macroview Investment Management LLC's holdings in JANUS DETROIT STR TR decreased by 3.4% from Q1 2023 to Q2 2023.

12. ISHARES TR (IJH): There was a 3.9% increase in the holdings of ISHARES TR between Q1 2023 and Q2 2023.

13. INNOVATOR ETFS TR (IJAN): Macroview Investment Management LLC's holdings in INNOVATOR ETFS TR remained relatively stable, with a minor increase of 2.2% from Q1 2023 to Q2 2023.

Analysis:

The analysis of Macroview Investment Management LLC's Q1 2023 and Q2 2023 13F holdings reveals some interesting trends. Let's take a closer look at the key findings and analyze their implications.

1. SPROTT PHYSICAL GOLD TR (PHYS):

The decrease in holdings of SPROTT PHYSICAL GOLD TR suggests a reduction in Macroview Investment Management LLC's exposure to gold. This could be driven by a change in market sentiment towards gold or a reallocation of funds to other asset classes.

2. ISHARES TR (ESGU):

The decrease in holdings of ISHARES TR indicates a shift away from this particular investment. It could be due to the underperformance of the fund or a change in Macroview Investment Management LLC's investment strategy.

3. ISHARES TR (IEFA):

The increase in holdings of ISHARES TR suggests a bullish outlook on international equity markets. Macroview Investment Management LLC may have identified attractive investment opportunities in foreign markets.

4. PROSHARES TR (NOBL):

The increase in holdings of PROSHARES TR indicates a positive sentiment towards dividend aristocrats. This fund focuses on companies with a history of consistently increasing dividends. Macroview Investment Management LLC's strategic allocation to such stocks implies a preference for stable dividend income.

5. JANUS DETROIT STR TR (JMBS):

The decrease in holdings of JANUS DETROIT STR TR suggests a reduction in exposure to mortgage-backed securities. This move could be driven by concerns over rising interest rates or the need to rebalance the portfolio.

6. SPDR GOLD TR (GLD):

The decrease in holdings of SPDR GOLD TR reflects a reduced allocation to gold. Gold is considered a safe haven asset and is often seen as a hedge against economic uncertainty. Macroview Investment Management LLC's decreased exposure to gold indicates a more risk-on approach to investing.

7. ISHARES TR (IVV):

The significant increase in holdings of ISHARES TR points to a bullish outlook on the U.S. equity market. IVV is an ETF that tracks the performance of the S&P 500 index. Macroview Investment Management LLC's increased exposure to this fund suggests confidence in the U.S. stock market.

8. INVESCO QQQ TR (QQQ):

The increase in holdings of INVESCO QQQ TR indicates a bullish sentiment towards the technology sector. QQQ is an ETF that tracks the performance of the Nasdaq-100 index, which is heavily weighted towards technology stocks. Macroview Investment Management LLC's increased exposure to QQQ suggests confidence in the future growth of the tech sector.

Conclusion:

The analysis of Macroview Investment Management LLC's Q1 2023 and Q2 2023 13F holdings provides valuable insights into their investment strategy and market outlook. While the firm reduced its exposure to gold and certain bond funds, it increased its holdings in U.S. and international equity funds. This indicates a more bullish stance on equity markets and a shift towards growth-oriented investments. It is important to note that these findings are based solely on the reported 13F holdings and should not be considered as investment advice.