Macroview Investment Management LLC Portfolio Holdings

Macroview Investment Management LLC

  • $130 Million
  • Q3 2025

Macroview Investment Management LLC has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $130 Million distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $7.17M, Innovator U.S. Equity Buffer E with a value of $7.14M, Sprott Physical Gold Trust with a value of $6.06M, Ishares Tr Msci Eafe ETF with a value of $5.81M, and Invesco Qqq Trust, Series 1 with a value of $5.17M.

Examining the 13F form we can see an increase of $11M in the current position value, from $119M to 130M.

Below you can find more details about Macroview Investment Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $130 Million
ETFs: $101 Million
Technology: $9.58 Million
Financial Services: $8.39 Million
Consumer Cyclical: $5.23 Million
Communication Services: $1.8 Million
Industrials: $1.67 Million
Consumer Defensive: $790,000
Energy: $697,000
Other: $647,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.17 Million 5.51% of portfolio
224,798
Q3 2025 Added 5.96%
$0
$7.14 Million 5.48% of portfolio
138,452
Q3 2025 Reduced 0.32%
$0
$6.06 Million 4.65% of portfolio
204,614
Q3 2025 Reduced 0.12%
$0
$5.81 Million 4.46% of portfolio
62,216
Q3 2025 Added 4.99%
$0
$5.17 Million 3.97% of portfolio
8,616
Q3 2025 Added 3.72%
$127B
$4.97 Million 3.81% of portfolio
13,970
Q3 2025 Added 0.66%
$0
$4.88 Million 3.74% of portfolio
7,288
Q3 2025 Added 2.58%
$0
$4.85 Million 3.72% of portfolio
7,278
Q3 2025 Added 29.02%
$0
$4.82 Million 3.7% of portfolio
53,900
Q3 2025 Reduced 13.0%
$389B
$4.49 Million 3.44% of portfolio
11,076
Q3 2025 Added 0.05%
$0
$4.35 Million 3.34% of portfolio
49,810
Q3 2025 Added 2.38%
$0
$3.66 Million 2.81% of portfolio
18,819
Q3 2025 Added 1.77%
$4.35T
$3.19 Million 2.45% of portfolio
12,515
Q3 2025 Added 1.04%
$3.86T
$3.19 Million 2.45% of portfolio
6,154
Q3 2025 Added 1.07%
$0
$2.83 Million 2.17% of portfolio
55,767
Q3 2025 Added 2.26%
$0
$2.59 Million 1.99% of portfolio
56,646
Q3 2025 Added 2.75%
$0
$2.5 Million 1.92% of portfolio
38,338
Q3 2025 Reduced 0.87%
$0
$2.27 Million 1.74% of portfolio
22,018
Q3 2025 Added 1.5%
$0
$2.23 Million 1.71% of portfolio
18,726
Q3 2025 Added 0.95%
$0
$2.17 Million 1.67% of portfolio
14,917
Q3 2025 Reduced 8.59%
$0
$2.18 Million 1.67% of portfolio
44,181
Q3 2025 Added 4.1%
$63.9B
$1.95 Million 1.5% of portfolio
26,834
Q3 2025 Added 1.92%
$0
$1.89 Million 1.45% of portfolio
9,947
Q3 2025 Added 1.5%
$0
$1.59 Million 1.22% of portfolio
31,351
Q3 2025 Added 14.27%
$0
$1.55 Million 1.19% of portfolio
11,140
Q3 2025 New
$0
$1.44 Million 1.11% of portfolio
27,152
Q3 2025 Reduced 0.36%
$0
$1.4 Million 1.08% of portfolio
4,280
Q3 2025 Added 2.44%
$708B
$1.37 Million 1.05% of portfolio
4,865
Q3 2025 Added 2.49%
$0
$1.33 Million 1.02% of portfolio
30,285
Q1 2025 New
$0
$1.32 Million 1.01% of portfolio
14,752
Q3 2025 Added 0.61%
$0
$1.3 Million 0.99% of portfolio
33,773
Q3 2025 Added 0.17%
$0
$1.24 Million 0.95% of portfolio
9,502
Q3 2025 Reduced 1.59%
$0
$1.08 Million 0.83% of portfolio
14,752
Q3 2025 Added 2.06%
$0
$1.04 Million 0.79% of portfolio
3,478
Q3 2025 Reduced 14.04%
$0
$862,000 0.66% of portfolio
14,398
Q3 2025 Added 11.6%
$129B
$853,000 0.65% of portfolio
1,710
Q1 2025 New
$0
$793,000 0.61% of portfolio
6,964
Q3 2025 Reduced 0.66%
$0
$740,000 0.57% of portfolio
1,581
Q3 2025 Added 0.13%
$505B
$713,000 0.55% of portfolio
3,824
Q3 2025 Added 5.99%
$270B
$698,000 0.54% of portfolio
2,104
Q2 2025 Added 0.19%
$0
$625,000 0.48% of portfolio
14,632
Q3 2025 New
$0
$619,000 0.48% of portfolio
6,638
Q3 2025 Added 10.56%
$0
$569,000 0.44% of portfolio
4,133
Q3 2025 Added 0.34%
$1.68T
$560,000 0.43% of portfolio
2,305
Q3 2025 Added 2.17%
$0
$534,000 0.41% of portfolio
11,422
Q3 2025 Added 2.85%
$0
$539,000 0.41% of portfolio
5,592
Q3 2025 Reduced 0.62%
$0
$531,000 0.41% of portfolio
2,916
Q3 2025 Added 0.31%
$1B
$507,000 0.39% of portfolio
46,000
Q2 2025 New
$1.09B
$507,000 0.39% of portfolio
4,330
Q2 2025 Added 900.0%

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $130 Million
  • Prior Value $119 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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