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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.06 Million 4.65% of portfolio
204,614
Q3 2025 Reduced 0.12%
$22.4M
$192,000 0.15% of portfolio
102,000
Q3 2025 Added 17.24%

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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