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CIK: 0001551727
Total reported value
$162.0M
$162.0M
586 檔
12.7%
In Q2 2024, Macroview Investment Management LLC's U.S. equity holdings reached a combined market value of $162.0M, distributed across 586 disclosed stock positions.
During Q2 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 586 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.87% | +0.57% | +72.37% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.22% | +0.39% | +88.15% | |
| 3 | HD | Home Depot Inc | Stock-Consumer Disc | 4.03% | -0.11% | — | |
| 4 | PHYS | Sprott Physical Gold Trust | Stock-Other | 3.95% | -1.23% | +2.40% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.76% | +0.10% | -3.22% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.67% | +0.64% | +5.98% | |
| 7 | VONV | Vanguard Russell 1000 Value | ETF-Other | 3.61% | -0.02% | +82.85% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.23% | -0.01% | +90.44% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 3.08% | -2.18% | -2.13% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.90% | +0.11% | +5.41% | |
| 11 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.87% | — | +0.09% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.66% | -0.21% | +0.23% | |
| 13 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 2.58% | -0.18% | -1.16% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.15% | +0.01% | +6.93% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.07% | +0.17% | +0.61% | |
| 16 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 2.06% | +0.04% | -22.55% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.86% | +0.33% | +0.43% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.86% | +0.20% | +1229.60% | |
| 19 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.76% | -0.14% | +1.03% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.70% | -0.09% | -28.93% | |
| 21 | IJAN | Innovator International Deve | ETF-Other | 1.58% | — | -0.52% | |
| 22 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 1.33% | — | -2.77% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.25% | +0.01% | +16.44% | |
| 24 | GFEB | Ft Vest US Equity Moderate B | ETF-Other | 1.23% | — | +2.17% | |
| 25 | PFEB | Innovator U.s. Equity Power | ETF-Other | 1.19% | — | +0.99% | |
| 26 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.19% | — | +2.16% | |
| 27 | IAU | Ishares Gold Trust | ETF-Commodities | 1.17% | -0.30% | -0.69% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.10% | +0.04% | -0.10% | |
| 29 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.10% | -0.11% | +0.77% | |
| 30 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.04% | +0.08% | +0.17% | |
| 31 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.99% | +0.02% | -7.72% | |
| 32 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.87% | — | -10.96% | |
| 33 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.77% | +0.01% | +77.27% | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.71% | -0.01% | +0.81% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.70% | -0.05% | +0.35% | |
| 36 | HAP | Vaneck Natural Resources ETF | ETF-Other | 0.62% | -0.04% | -28.22% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.61% | +0.02% | +0.13% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.57% | -0.01% | -7.43% | |
| 39 | AXP | American Express Co | Stock-Financials | 0.52% | +0.02% | -0.62% | |
| 40 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.50% | -0.05% | +1.03% | |
| 41 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 0.50% | -0.09% | — | |
| 42 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.48% | +0.01% | +0.50% | |
| 43 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.48% | +0.01% | +10.88% | |
| 44 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.48% | -0.01% | +68.57% | |
| 45 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.43% | — | +1.12% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.16% | +1.21% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.43% | +0.15% | NEW | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.42% | -0.03% | +1680.66% | |
| 49 | INFL | Horizon Kinetics Infl Benef | ETF-Other | 0.42% | -0.04% | -74.46% | |
| 50 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.41% | +0.02% | -55.12% |
According to official SEC Form 13F filings, Macroview Investment Management LLC reported a total U.S. public equity portfolio value of $162.0M across 586 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, SCHG, HD) accounted for 12.7% of total reported equity market value during Q2 2024.
During Q2 2024, Macroview Investment Management LLC's top holdings by market value included SPY (5.9%)、SCHG (4.2%)、HD (4.0%). The largest single position, SPY, represented 5.9% of total portfolio value.
In Q2 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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