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CIK: 0001551727
Total reported value
$162.0M
$162.0M
634 檔
10.7%
As reported in its official Q1 2024 Form 13F filing, Macroview Investment Management LLC's tracked investment portfolio stood at $162.0M with 634 total positions.
During Q1 2024, Macroview Investment Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 634 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HD | Home Depot Inc | Stock-Consumer Disc | 4.66% | -0.11% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.88% | +0.10% | -0.77% | |
| 3 | PHYS | Sprott Physical Gold Trust | Stock-Other | 3.84% | -1.23% | -5.54% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.40% | +0.57% | +79.07% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.33% | +0.64% | +2.74% | |
| 6 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 3.14% | — | +1.35% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 3.13% | -2.18% | -0.75% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.75% | +0.11% | +2.05% | |
| 9 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 2.73% | -0.18% | +64.01% | |
| 10 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 2.66% | +0.04% | -28.23% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.59% | -0.21% | +1.25% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.53% | -0.09% | -20.19% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.21% | +0.17% | +412.21% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.14% | +0.39% | +103.30% | |
| 15 | VONV | Vanguard Russell 1000 Value | ETF-Other | 2.11% | -0.02% | +103.76% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.99% | +0.33% | +3.26% | |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.81% | -0.14% | -0.91% | |
| 18 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.80% | — | -0.07% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.80% | -0.01% | +103.39% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.70% | +0.01% | +9.95% | |
| 21 | INFL | Horizon Kinetics Infl Benef | ETF-Other | 1.69% | -0.04% | -26.50% | |
| 22 | IJAN | Innovator International Deve | ETF-Other | 1.65% | — | -1.29% | |
| 23 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 1.37% | — | — | |
| 24 | GFEB | Ft Vest US Equity Moderate B | ETF-Other | 1.22% | — | — | |
| 25 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.22% | — | +1.78% | |
| 26 | PFEB | Innovator U.s. Equity Power | ETF-Other | 1.19% | — | — | |
| 27 | IAU | Ishares Gold Trust | ETF-Commodities | 1.17% | -0.30% | — | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.15% | +0.01% | -15.18% | |
| 29 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.14% | +0.02% | -2.54% | |
| 30 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.13% | -0.11% | -1.67% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.11% | +0.04% | +0.36% | |
| 32 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.04% | +0.08% | -0.48% | |
| 33 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.03% | — | -12.02% | |
| 34 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.99% | +0.02% | -18.68% | |
| 35 | HAP | Vaneck Natural Resources ETF | ETF-Other | 0.91% | -0.04% | -7.95% | |
| 36 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.73% | -0.01% | +0.37% | |
| 37 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.68% | +0.04% | -12.78% | |
| 38 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.64% | — | -31.26% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.64% | -0.05% | -32.73% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.64% | -0.01% | -1.73% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.58% | +0.02% | +7.68% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-Other | 0.57% | — | — | |
| 43 | BOTZ | Global X Robotics & Artifici | ETF-Other | 0.56% | — | -18.07% | |
| 44 | SNSR | Global X Internet Of Things | ETF-Other | 0.53% | +0.14% | NEW | |
| 45 | CLOU | Global X Cloud Computing ETF | ETF-Other | 0.53% | — | -17.40% | |
| 46 | AXP | American Express Co | Stock-Financials | 0.53% | +0.02% | — | |
| 47 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.52% | -0.05% | -14.16% | |
| 48 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.49% | +0.01% | +0.40% | |
| 49 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.47% | +0.01% | +84.80% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.16% | — |
According to official SEC Form 13F filings, Macroview Investment Management LLC reported a total U.S. public equity portfolio value of $162.0M across 634 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including HD, IVV, PHYS) accounted for 10.7% of total reported equity market value during Q1 2024.
During Q1 2024, Macroview Investment Management LLC's top holdings by market value included HD (4.7%)、IVV (3.9%)、PHYS (3.8%). The largest single position, HD, represented 4.7% of total portfolio value.
In Q1 2024, Macroview Investment Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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