Macroview Investment Management LLC Purchases in Q1 2025

Macroview Investment Management LLC

  • $103 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BMAR
Innovator U.S. Equity Buffer E

ETFs
140K
New
$44.99 - $47.69 $6.29M - $6.66M
140K $6.36M
EFA
Ishares Tr Msci Eafe ETF

ETFs
15.8K
+ 37.76%
$74.85 - $84.89 $1.18M - $1.34M
57.7K $4.71M
XLF
Financial Sector Spdr

ETFs
25.8K
New
$47.32 - $52.19 $1.22M - $1.35M
25.8K $1.29M
BJAN
Innovator U.S. Equity Buffer E

ETFs
27.4K
New
$46.03 - $49.45 $1.26M - $1.36M
27.4K $1.28M
PMAR
Innovator U.S. Equity Power Bu

ETFs
30.3K
New
$39.51 - $41.0 $1.2M - $1.24M
30.3K $1.21M
VONV
Vanguard Russell 1000 Value Et

ETFs
12.9K
+ 27.44%
$80.21 - $86.14 $1.04M - $1.11M
60.1K $4.96M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
20.7K
+ 397.85%
$48.43 - $49.9 $1M - $1.03M
25.9K $1.29M
LMT
Lockheed Martin Corp

Industrials
1.71K
New
$423.19 - $506.29 $724K - $866K
1.71K $763K
GLD
Spdr Gold Trust

ETFs
368
+ 2.71%
$243.19 - $288.14 $89.5K - $106K
14K $4.02M
SCHG
Schwab Strategic Tr Us Large C

ETFs
35.1K
+ 20.87%
$24.91 - $29.02 $875K - $1.02M
203K $5.09M
AAPL
Apple Inc.

Technology
2.33K
+ 24.04%
$209.68 - $247.1 $489K - $576K
12K $2.67M
VEA
Vanguard Ftse Developed Market

ETFs
3.93K
+ 58.02%
$47.4 - $52.99 $186K - $208K
10.7K $544K
BK
Bank Of New York Mellon Corp

Financial Services
2.55K
New
$75.42 - $88.95 $192K - $227K
2.55K $213K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
393
New
$442.66 - $534.52 $174K - $210K
393 $209K
MCK
Mckesson Corp

Healthcare
309
New
$566.21 - $672.99 $175K - $208K
309 $207K
XOM
Exxon Mobil Corp

Energy
905
+ 25.48%
$105.44 - $118.93 $95.4K - $108K
4.46K $530K
VNLA
Janus Henderson Short Duration

ETFs
2.51K
+ 6.52%
$48.89 - $49.21 $123K - $123K
41K $2.02M
VBK
Vanguard Small Cap Growth ETF

ETFs
874
+ 28.08%
$247.97 - $296.33 $217K - $259K
3.99K $1M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.23K
+ 5.46%
$100.32 - $100.76 $124K - $124K
23.8K $2.39M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.28K
+ 9.96%
$58.01 - $64.46 $74.2K - $82.4K
14.1K $877K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.32K
+ 4.59%
$50.48 - $51.04 $117K - $119K
53K $2.69M
GOOGL
Alphabet Inc.

Communication Services
995
+ 76.95%
$154.33 - $206.19 $154K - $205K
2.29K $353K
IBM
International Business Machines Corp

Technology
43
+ 2.83%
$217.4 - $264.74 $9.35K - $11.4K
1.57K $389K
JPM
Jpmorgan Chase & CO

Financial Services
129
+ 14.88%
$225.19 - $279.95 $29K - $36.1K
996 $244K
ALL
Allstate Corp

Financial Services
29
+ 2.61%
$180.99 - $210.18 $5.25K - $6.1K
1.14K $236K
UNP
Union Pacific Corp

Industrials
17
+ 1.16%
$225.21 - $254.42 $3.83K - $4.33K
1.48K $349K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
525
+ 14.42%
$94.32 - $110.46 $49.5K - $58K
4.17K $402K
UNH
Unitedhealth Group Inc

Healthcare
8
+ 1.6%
$461.52 - $548.18 $3.69K - $4.39K
508 $266K
META
Meta Platforms, Inc.

Communication Services
26
+ 6.02%
$576.36 - $736.67 $15K - $19.2K
458 $263K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
28
+ 0.34%
$38.99 - $40.37 $1.09K - $1.13K
8.16K $328K
IJAN
Innovator Etfs Tr Intl Dev Pwr
210
+ 0.45%
N/A
47K $0
T Rowe Price ETF Inc
1.11K
+ 7.37%
N/A
16.2K $0
WMT
Walmart Inc.

Consumer Defensive
82
+ 3.18%
$84.5 - $105.05 $6.93K - $8.61K
2.66K $233K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.28K
+ 6.65%
$57.21 - $65.8 $131K - $150K
36.6K $2.14M
POCT
Innovator U.S. Equity Power Bu

ETFs
463
+ 1.52%
$38.53 - $40.49 $17.8K - $18.7K
30.9K $1.2M
VT
Vanguard Total World Stk Index

ETFs
14
+ 0.34%
$115.08 - $123.97 $1.61K - $1.74K
4.1K $475K
MS
Morgan Stanley

Financial Services
25
+ 1.18%
$111.68 - $141.08 $2.79K - $3.53K
2.14K $249K
AMP
Ameriprise Financial Inc

Financial Services
3
+ 0.71%
$472.29 - $575.13 $1.42K - $1.73K
423 $204K
GOOG
Alphabet Inc.

Communication Services
191
+ 12.13%
$156.06 - $207.71 $29.8K - $39.7K
1.77K $275K
QUAL
Ishares Msci Usa Quality Facto

ETFs
527
+ 3.04%
$168.16 - $186.21 $88.6K - $98.1K
17.8K $3.05M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 0.01%
$108.02 - $120.45 $108 - $120
9.3K $1.02M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.13%
$360.07 - $417.26 $720 - $835
1.58K $569K
NVDA
Nvidia Corp

Technology
233
+ 6.79%
$106.98 - $149.43 $24.9K - $34.8K
3.67K $397K
ORCL
Oracle Corp

Technology
68
+ 1.45%
$139.81 - $186.47 $9.51K - $12.7K
4.74K $663K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
599
+ 3.46%
$102.49 - $119.96 $61.4K - $71.9K
17.9K $1.88M
MSFT
Microsoft Corp

Technology
343
+ 6.13%
$375.39 - $447.2 $129K - $153K
5.94K $2.23M
QQQ
Invesco Qqq Trust, Series 1

ETFs
203
+ 2.6%
$468.34 - $539.52 $95.1K - $110K
8.02K $3.76M
HD
Home Depot, Inc.

Consumer Cyclical
10
+ 0.09%
$347.25 - $424.87 $3.47K - $4.25K
11.1K $4.06M
Activity Summary
Buys All Purchases 49 New Holdings 9 Increased Positions 40 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 1
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