Macroview Investment Management LLC Portfolio Holdings

Macroview Investment Management LLC

  • $119 Million
  • Q2 2025

Macroview Investment Management LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $119 Million distributed in 94 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 $6.81M, Schwab Strategic Tr Us Large C with a value of $6.2M, Ishares Tr Msci Eafe ETF with a value of $5.3M, Vanguard Russell 1000 Value Et with a value of $5.28M, and Sprott Physical Gold Trust with a value of $5.19M.

Examining the 13F form we can see an increase of $15.8M in the current position value, from $103M to 119M.

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

Portfolio value $119 Million
ETFs: $93.9 Million
Technology: $8.11 Million
Financial Services: $7.36 Million
Consumer Cyclical: $4.76 Million
Industrials: $1.37 Million
Communication Services: $1.27 Million
Consumer Defensive: $740,000
Energy: $642,000
Other: $891,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.19 Million 4.36% of portfolio
204,857
Q2 2025 Reduced 0.01%
$405B
$4.06 Million 3.4% of portfolio
11,070
Q2 2025 Reduced 0.05%
$3.95T
$3.03 Million 2.54% of portfolio
6,089
Q2 2025 Added 2.49%
$3.69T
$2.54 Million 2.13% of portfolio
12,386
Q2 2025 Added 3.03%
$684B
$1.04 Million 0.87% of portfolio
4,747
Q2 2025 Added 0.08%
$113B
$791,000 0.66% of portfolio
1,710
Q1 2025 New
$227B
$671,000 0.56% of portfolio
2,104
Q2 2025 Added 0.19%
$456B
$570,000 0.48% of portfolio
3,608
Q2 2025 Reduced 1.61%
$959M
$483,000 0.41% of portfolio
4,330
Q2 2025 Added 900.0%
$6.94B
$472,000 0.4% of portfolio
15,460
Q2 2025 Reduced 16.66%
$442B
$480,000 0.4% of portfolio
4,461
Q2 2025 Added 0.09%
$210B
$460,000 0.39% of portfolio
1,561
Q2 2025 Reduced 0.26%
$1.21T
$397,000 0.33% of portfolio
2,256
Q2 2025 Reduced 1.4%
$2.26T
$388,000 0.33% of portfolio
1,769
Q2 2025 Reduced 4.38%
$245B
$356,000 0.3% of portfolio
1,142
Q2 2025 Added 124.8%
$135B
$341,000 0.29% of portfolio
1,486
Q2 2025 Added 0.47%
$25.6B
$317,000 0.27% of portfolio
43
Q1 2018 New
$111B
$308,000 0.26% of portfolio
955
Q2 2025 New
$1.24T
$308,000 0.26% of portfolio
1,741
Q2 2025 Reduced 1.42%
$250B
$301,000 0.25% of portfolio
2,138
Q2 2025 Added 0.09%
$859B
$277,000 0.23% of portfolio
958
Q2 2025 Reduced 3.82%
$281B
$257,000 0.22% of portfolio
2,638
Q2 2025 Reduced 0.9%
$254B
$245,000 0.21% of portfolio
347
Q2 2025 New
$378M
$235,000 0.2% of portfolio
46,000
Q2 2025 New
$94.7B
$227,000 0.19% of portfolio
310
Q2 2025 Added 0.32%
$55.2B
$225,000 0.19% of portfolio
422
Q2 2025 Reduced 0.24%
$207B
$229,000 0.19% of portfolio
1,853
Q2 2025 New
$55.9B
$229,000 0.19% of portfolio
1,140
Q2 2025 Reduced 0.09%
$83.7B
$220,000 0.18% of portfolio
2,425
Q2 2025 Reduced 4.9%
$22.5M
$162,000 0.14% of portfolio
87,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $119 Million
  • Prior Value $103 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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