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CIK: 0001551727
Total reported value
$162.0M
$162.0M
584 檔
14.3%
According to the latest 13F quarterly dataset, Macroview Investment Management LLC managed an equity portfolio of $162.0M at the end of Q3 2024, spanning 584 distinct U.S. exchange-listed positions.
During Q3 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 584 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 | 6.15% | +0.57% | +7.56% | |
| 2 | HD | Home Depot Inc | Stock-Consumer Disc | 4.39% | -0.11% | +0.27% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.27% | +0.39% | +6.12% | |
| 4 | PHYS | Sprott Physical Gold Trust | Stock-Other | 4.12% | -1.23% | +0.05% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.77% | +0.10% | +2.91% | |
| 6 | VONV | Vanguard Russell 1000 Value | ETF-Other | 3.74% | -0.02% | +3.15% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.56% | +0.64% | +3.07% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.42% | -0.01% | +7.45% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 3.26% | -2.18% | +1.39% | |
| 10 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.96% | — | +0.80% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.95% | +0.11% | +5.08% | |
| 12 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 2.50% | -0.18% | +0.43% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.35% | -0.21% | -0.69% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.22% | +0.01% | +0.81% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.03% | +0.17% | +0.17% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.95% | +0.20% | +4.42% | |
| 17 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.91% | +0.04% | -5.07% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.90% | +0.33% | +1.18% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.67% | -0.09% | -0.87% | |
| 20 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.62% | -0.14% | -0.30% | |
| 21 | IJAN | Innovator International Deve | ETF-Other | 1.53% | — | -0.50% | |
| 22 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 1.29% | — | +2.00% | |
| 23 | IAU | Ishares Gold Trust | ETF-Commodities | 1.26% | -0.30% | +3.31% | |
| 24 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.23% | — | +3.08% | |
| 25 | GFEB | Ft Vest US Equity Moderate B | ETF-Other | 1.19% | — | +1.19% | |
| 26 | PFEB | Innovator U.s. Equity Power | ETF-Other | 1.15% | — | +1.29% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.08% | +0.04% | +0.36% | |
| 28 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.02% | -0.11% | +0.36% | |
| 29 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.01% | +0.08% | +0.17% | |
| 30 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.93% | +0.02% | -4.17% | |
| 31 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.79% | +0.01% | +4.26% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.78% | -0.05% | +0.30% | |
| 33 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.76% | — | -9.70% | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.71% | -0.01% | +0.42% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.65% | +0.01% | -48.22% | |
| 36 | HAP | Vaneck Natural Resources ETF | ETF-Other | 0.58% | -0.04% | -2.46% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.58% | +0.02% | +0.13% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.57% | -0.01% | -0.03% | |
| 39 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 0.56% | -0.09% | — | |
| 40 | AXP | American Express Co | Stock-Financials | 0.56% | +0.02% | — | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.52% | -0.01% | +9.20% | |
| 42 | ILPT | Industrial Logistics Propert | Stock-Other | 0.52% | — | — | |
| 43 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.50% | -0.05% | +3.87% | |
| 44 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.48% | +0.01% | +2.76% | |
| 45 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.47% | +0.01% | +0.37% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | — | +39.07% | |
| 47 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.44% | — | -0.56% | |
| 48 | NVR | Nvr Inc | Stock-Consumer Disc | 0.41% | -0.02% | — | |
| 49 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.41% | +0.15% | NEW | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.16% | +0.45% |
According to official SEC Form 13F filings, Macroview Investment Management LLC reported a total U.S. public equity portfolio value of $162.0M across 584 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, HD, SCHG) accounted for 14.3% of total reported equity market value during Q3 2024.
During Q3 2024, Macroview Investment Management LLC's top holdings by market value included SPY (6.2%)、HD (4.4%)、SCHG (4.3%). The largest single position, SPY, represented 6.2% of total portfolio value.
In Q3 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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