Macroview Investment Management LLC Portfolio Holdings

Macroview Investment Management LLC

  • $103 Million
  • Q1 2025

Macroview Investment Management LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $103 Million distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Innovator U.S. Equity Buffer E with a value of $6.36M, Schwab Strategic Tr Us Large C with a value of $5.09M, Vanguard Russell 1000 Value Et with a value of $4.96M, Sprott Physical Gold Trust with a value of $4.93M, and Ishares Tr Msci Eafe ETF with a value of $4.71M.

Examining the 13F form we can see an increase of $8.96M in the current position value, from $94.5M to 103M.

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

Portfolio value $103 Million
ETFs: $80.9 Million
Financial Services: $6.85 Million
Technology: $6.82 Million
Consumer Cyclical: $5.04 Million
Industrials: $1.11 Million
Communication Services: $891,000
Consumer Defensive: $817,000
Energy: $530,000
Other: $473,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.36 Million 6.15% of portfolio
139,724
Q1 2025 New
$0
$5.09 Million 4.92% of portfolio
203,424
Q1 2025 Added 20.87%
$0
$4.96 Million 4.79% of portfolio
60,060
Q1 2025 Added 27.44%
$0
$4.93 Million 4.77% of portfolio
204,882
Q1 2025 Reduced 0.85%
$0
$4.71 Million 4.56% of portfolio
57,677
Q1 2025 Added 37.76%
$369B
$4.06 Million 3.92% of portfolio
11,076
Q1 2025 Added 0.09%
$105B
$4.02 Million 3.89% of portfolio
13,964
Q1 2025 Added 2.71%
$0
$3.8 Million 3.68% of portfolio
6,771
Q1 2025 Reduced 18.28%
$0
$3.76 Million 3.64% of portfolio
8,020
Q1 2025 Added 2.6%
$0
$3.05 Million 2.95% of portfolio
17,844
Q1 2025 Added 3.04%
$0
$2.69 Million 2.6% of portfolio
52,992
Q1 2025 Added 4.59%
$3.42T
$2.67 Million 2.58% of portfolio
12,022
Q1 2025 Added 24.04%
$0
$2.45 Million 2.37% of portfolio
54,258
Q1 2025 Reduced 0.07%
$0
$2.39 Million 2.31% of portfolio
23,791
Q1 2025 Added 5.46%
$0
$2.36 Million 2.28% of portfolio
4,215
Q1 2025 Reduced 61.82%
$2.95T
$2.23 Million 2.16% of portfolio
5,941
Q1 2025 Added 6.13%
$0
$2.14 Million 2.07% of portfolio
36,609
Q1 2025 Added 6.65%
$0
$2.02 Million 1.95% of portfolio
40,999
Q1 2025 Added 6.52%
$0
$1.88 Million 1.81% of portfolio
17,932
Q1 2025 Added 3.46%
$0
$1.86 Million 1.8% of portfolio
24,601
Q1 2025 Reduced 4.49%
$0
$1.75 Million 1.69% of portfolio
14,334
Q1 2025 Reduced 8.16%
$0
$1.67 Million 1.61% of portfolio
9,627
Q1 2025 Reduced 17.32%
$52.7B
$1.52 Million 1.47% of portfolio
25,759
Q1 2025 Reduced 3.41%
$0
$1.29 Million 1.25% of portfolio
25,938
Q1 2025 Added 397.85%
$0
$1.29 Million 1.24% of portfolio
25,799
Q1 2025 New
$0
$1.28 Million 1.24% of portfolio
27,435
Q1 2025 New
$0
$1.21 Million 1.17% of portfolio
30,285
Q1 2025 New
$0
$1.2 Million 1.16% of portfolio
30,885
Q1 2025 Added 1.52%
$0
$1.19 Million 1.15% of portfolio
14,400
Q1 2025 Reduced 1.14%
$0
$1.12 Million 1.08% of portfolio
4,066
Q1 2025 Reduced 12.3%
$0
$1.02 Million 0.99% of portfolio
9,297
Q1 2025 Added 0.01%
$0
$1 Million 0.97% of portfolio
3,987
Q1 2025 Added 28.08%
$0
$877,000 0.85% of portfolio
14,123
Q1 2025 Added 9.96%
$125B
$763,000 0.74% of portfolio
1,710
Q1 2025 New
$0
$680,000 0.66% of portfolio
6,805
Q1 2025 Reduced 8.34%
$379B
$663,000 0.64% of portfolio
4,743
Q1 2025 Added 1.45%
$11.3B
$584,000 0.56% of portfolio
433
Q1 2018 New
$199B
$565,000 0.55% of portfolio
2,100
Q2 2024 Reduced 0.62%
$0
$569,000 0.55% of portfolio
1,578
Q1 2025 Added 0.13%
$0
$544,000 0.53% of portfolio
10,714
Q1 2025 Added 58.02%
$0
$529,000 0.51% of portfolio
2,907
Q1 2025 Reduced 1.49%
$440B
$530,000 0.51% of portfolio
4,457
Q1 2025 Added 25.48%
$0
$510,000 0.49% of portfolio
5,518
Q1 2025 Reduced 0.11%
$0
$475,000 0.46% of portfolio
4,100
Q1 2025 Added 0.34%
$4.8B
$469,000 0.45% of portfolio
18,550
Q4 2024 Added 37.41%
$0
$448,000 0.43% of portfolio
5,278
Q1 2025 Reduced 0.79%
$0
$414,000 0.4% of portfolio
10,518
Q1 2025 Reduced 3.98%
$0
$402,000 0.39% of portfolio
4,166
Q1 2025 Added 14.42%
$271B
$397,000 0.38% of portfolio
3,667
Q1 2025 Added 6.79%

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $103 Million
  • Prior Value $94.5 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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