Macroview Investment Management LLC Portfolio Holdings

Macroview Investment Management LLC

  • $94.5 Million
  • Q4 2024

Macroview Investment Management LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $94.5 Million distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $6.47M, Ishares Core S&P 500 ETF with a value of $4.88M, Schwab Strategic Tr Us Large C with a value of $4.69M, Home Depot, Inc. with a value of $4.3M, and Sprott Physical Gold Trust with a value of $4.16M.

Examining the 13F form we can see an decrease of $2.38M in the current position value, from $96.8M to 94.5M.

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

Portfolio value $94.5 Million
ETFs: $73.8 Million
Technology: $6.8 Million
Financial Services: $5.69 Million
Consumer Cyclical: $5.22 Million
Communication Services: $797,000
Consumer Defensive: $778,000
Real Estate: $389,000
Energy: $382,000
Other: $585,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.47 Million 6.85% of portfolio
11,041
Q4 2024 Added 0.75%
$0
$4.88 Million 5.16% of portfolio
8,286
Q4 2024 Added 24.06%
$0
$4.69 Million 4.96% of portfolio
168,305
Q4 2024 Added 301.54%
$419B
$4.3 Million 4.56% of portfolio
11,066
Q4 2024 Reduced 0.09%
$0
$4.16 Million 4.4% of portfolio
206,647
Q4 2024 Reduced 0.05%
$0
$4 Million 4.23% of portfolio
7,817
Q4 2024 Added 4.83%
$0
$3.83 Million 4.05% of portfolio
47,127
Q4 2024 Added 2.59%
$91.9B
$3.29 Million 3.48% of portfolio
13,596
Q4 2024 Reduced 0.9%
$0
$3.17 Million 3.35% of portfolio
41,868
Q4 2024 Reduced 0.01%
$0
$3.08 Million 3.26% of portfolio
17,317
Q4 2024 Added 2.86%
$0
$2.88 Million 3.05% of portfolio
28,917
Q4 2024 Added 1.9%
$0
$2.57 Million 2.72% of portfolio
50,668
Q4 2024 Added 55.41%
$3.93T
$2.43 Million 2.57% of portfolio
9,692
Q4 2024 Reduced 0.36%
$0
$2.4 Million 2.54% of portfolio
54,294
Q4 2024 Reduced 0.85%
$3.04T
$2.36 Million 2.5% of portfolio
5,598
Q4 2024 Added 0.29%
$0
$2.26 Million 2.4% of portfolio
22,559
Q4 2024 Added 117.92%
$0
$2.04 Million 2.16% of portfolio
11,643
Q4 2024 Added 4.3%
$0
$2.01 Million 2.13% of portfolio
15,607
Q4 2024 Added 0.66%
$0
$2 Million 2.11% of portfolio
17,333
Q4 2024 Added 4.03%
$0
$1.88 Million 1.99% of portfolio
38,491
Q4 2024 Added 10,712.08%
$0
$1.81 Million 1.92% of portfolio
25,757
Q4 2024 Added 17.89%
$0
$1.34 Million 1.42% of portfolio
4,636
Q4 2024 Added 18.78%
$46.2B
$1.32 Million 1.4% of portfolio
26,668
Q4 2024 Added 2.8%
$0
$1.2 Million 1.27% of portfolio
30,422
Q4 2024 New
$0
$1.17 Million 1.23% of portfolio
14,566
Q4 2024 Added 1.9%
$0
$1.07 Million 1.13% of portfolio
9,296
Q4 2024 Added 1.23%
$0
$871,000 0.92% of portfolio
9,673
Q4 2024 Added 0.23%
$0
$871,000 0.92% of portfolio
3,113
Q4 2024 Added 2.64%
$470B
$779,000 0.82% of portfolio
4,675
Q4 2024 Added 0.21%
$0
$756,000 0.8% of portfolio
12,844
Q4 2024 Added 14.77%
$0
$718,000 0.76% of portfolio
7,424
Q4 2024 Added 2.73%
$0
$632,000 0.67% of portfolio
1,576
Q4 2024 Added 0.06%
$232B
$623,000 0.66% of portfolio
2,100
Q2 2024 Reduced 0.62%
$2.33T
$562,000 0.59% of portfolio
2,563
Q3 2024 Added 39.07%
$11.8B
$545,000 0.58% of portfolio
433
Q1 2018 New
$0
$537,000 0.57% of portfolio
2,951
Q4 2024 Added 0.03%
$0
$499,000 0.53% of portfolio
5,524
Q4 2024 Added 2.41%
$0
$480,000 0.51% of portfolio
4,086
Q4 2024 Added 0.74%
$0
$470,000 0.5% of portfolio
5,320
Q4 2024 Reduced 12.08%
$346B
$461,000 0.49% of portfolio
3,434
Q4 2024 Added 2.88%
$7.46B
$440,000 0.47% of portfolio
18,550
Q4 2024 Added 37.41%
$0
$432,000 0.46% of portfolio
1,959
Q4 2024 Reduced 15.12%
$0
$431,000 0.46% of portfolio
9,454
Q4 2024 Reduced 16.66%
$0
$420,000 0.44% of portfolio
10,954
Q4 2024 Added 1.41%
$263M
$389,000 0.41% of portfolio
106,808
Q4 2024 Reduced 3.52%
$0
$386,000 0.41% of portfolio
3,641
Q4 2024 Reduced 0.71%
$451B
$382,000 0.4% of portfolio
3,552
Q4 2024 Added 0.51%
$0
$369,000 0.39% of portfolio
5,357
Q2 2024 Reduced 7.08%
$23.7B
$351,000 0.37% of portfolio
43
Q1 2018 New

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $94.5 Million
  • Prior Value $96.8 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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