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CIK: 0001551727
Total reported value
$162.0M
$162.0M
79 檔
15.1%
During the Q4 2024 filing period, Macroview Investment Management LLC (CIK: 0001551727) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $162.0M across 79 reported positions.
During Q4 2024, Macroview Investment Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | 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 | 6.52% | +0.57% | +0.75% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.91% | +0.10% | +24.06% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.73% | +0.39% | +301.54% | |
| 4 | HD | Home Depot Inc | Stock-Consumer Disc | 4.34% | -0.11% | -0.09% | |
| 5 | PHYS | Sprott Physical Gold Trust | Stock-Other | 4.19% | -1.23% | -0.05% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.03% | +0.64% | +4.83% | |
| 7 | VONV | Vanguard Russell 1000 Value | ETF-Other | 3.86% | -0.02% | +2.59% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 3.32% | -2.18% | -0.90% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.19% | -0.01% | -0.01% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.11% | +0.11% | +2.86% | |
| 11 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.90% | — | +1.90% | |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.59% | -0.14% | +55.41% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.45% | +0.01% | -0.36% | |
| 14 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 2.42% | -0.18% | -0.85% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 2.38% | -0.21% | +0.29% | |
| 16 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.28% | -0.11% | +117.92% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.15% | +0.17% | +2.80% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.06% | +0.20% | +4.30% | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 2.03% | +0.04% | +0.66% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.01% | +0.33% | +4.03% | |
| 21 | VNLA | Janus Henderson Short Durati | ETF-Other | 1.90% | -0.10% | +10712.08% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.82% | -0.09% | +17.89% | |
| 23 | IJAN | Innovator International Deve | ETF-Other | 1.43% | — | -1.12% | |
| 24 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 1.36% | — | -0.84% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.35% | +0.04% | +18.78% | |
| 26 | IAU | Ishares Gold Trust | ETF-Commodities | 1.33% | -0.30% | +2.80% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.26% | +0.01% | +88.13% | |
| 28 | GFEB | Ft Vest US Equity Moderate B | ETF-Other | 1.24% | — | -0.98% | |
| 29 | POCT | Innovator U.s. Equity Power | ETF-Other | 1.21% | — | — | |
| 30 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.17% | — | +1.90% | |
| 31 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.08% | +0.08% | +1.23% | |
| 32 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.88% | +0.01% | +2.64% | |
| 33 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.88% | +0.02% | +0.23% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.78% | -0.05% | +0.21% | |
| 35 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.76% | -0.01% | +14.77% | |
| 36 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.72% | — | +2.73% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.64% | +0.02% | +0.06% | |
| 38 | AXP | American Express Co | Stock-Financials | 0.63% | +0.02% | — | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.58% | -0.01% | +0.03% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | — | — | |
| 41 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 0.55% | -0.09% | — | |
| 42 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.51% | +0.01% | +1.51% | |
| 43 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.50% | -0.05% | +2.41% | |
| 44 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.48% | +0.01% | +0.74% | |
| 45 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.47% | -0.01% | -12.08% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | -0.03% | +2.88% | |
| 47 | GDS | Gds Holdings LTD - Adr | Stock-Other | 0.44% | -0.12% | +37.41% | |
| 48 | HAP | Vaneck Natural Resources ETF | ETF-Other | 0.43% | -0.04% | -16.66% | |
| 49 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.42% | — | +1.41% | |
| 50 | ILPT | Industrial Logistics Propert | Stock-Other | 0.39% | — | -3.52% |
According to official SEC Form 13F filings, Macroview Investment Management LLC reported a total U.S. public equity portfolio value of $162.0M across 79 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, IVV, SCHG) accounted for 15.1% of total reported equity market value during Q4 2024.
During Q4 2024, Macroview Investment Management LLC's top holdings by market value included SPY (6.5%)、IVV (4.9%)、SCHG (4.7%). The largest single position, SPY, represented 6.5% of total portfolio value.
In Q4 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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