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CIK: 0001551727
Total reported value
$162.0M
$162.0M
83 檔
16.1%
At the close of Q1 2025, Macroview Investment Management LLC disclosed equity holdings valued at approximately $162.0M, spread across 83 reported holdings.
In Q1 2025, Macroview Investment Management LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BMAR | Innovator U.s. Equity Buffer | ETF-Other | 5.95% | -0.13% | — | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.76% | +0.39% | +20.87% | |
| 3 | VONV | Vanguard Russell 1000 Value | ETF-Other | 4.63% | -0.02% | +27.44% | |
| 4 | PHYS | Sprott Physical Gold Trust | Stock-Other | 4.61% | -1.23% | -0.85% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.41% | -0.01% | +37.76% | |
| 6 | HD | Home Depot Inc | Stock-Consumer Disc | 3.80% | -0.11% | +0.09% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 3.76% | -2.18% | +2.71% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.56% | +0.10% | -18.28% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.52% | +0.64% | +2.60% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.85% | +0.11% | +3.04% | |
| 11 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.51% | -0.14% | +4.59% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.50% | +0.01% | +24.04% | |
| 13 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 2.29% | -0.18% | -0.07% | |
| 14 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.24% | -0.11% | +5.46% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.20% | +0.57% | -61.82% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 2.09% | -0.21% | +6.13% | |
| 17 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.02% | — | -26.74% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.00% | +0.17% | +6.65% | |
| 19 | VNLA | Janus Henderson Short Durati | ETF-Other | 1.88% | -0.10% | +6.52% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.75% | +0.33% | +3.46% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.74% | -0.09% | -4.49% | |
| 22 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.63% | +0.04% | -8.16% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.56% | +0.20% | -17.32% | |
| 24 | IAU | Ishares Gold Trust | ETF-Commodities | 1.42% | -0.30% | -3.41% | |
| 25 | IJAN | Innovator International Deve | ETF-Other | 1.41% | — | +0.45% | |
| 26 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.21% | -0.08% | +397.85% | |
| 27 | XLF | Ss Financial Select Sector | ETF-Other | 1.20% | — | — | |
| 28 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 1.20% | — | — | |
| 29 | GFEB | Ft Vest US Equity Moderate B | ETF-Other | 1.13% | — | -0.18% | |
| 30 | PMAR | Innovator U.s. Equity Power | ETF-Other | 1.13% | -0.05% | — | |
| 31 | POCT | Innovator U.s. Equity Power | ETF-Other | 1.12% | — | +1.52% | |
| 32 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.12% | — | -1.14% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.04% | +0.04% | -12.30% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.04% | +0.01% | -1.57% | |
| 35 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.96% | +0.08% | +0.01% | |
| 36 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.94% | +0.01% | +28.08% | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.82% | -0.01% | +9.96% | |
| 38 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.71% | -0.19% | — | |
| 39 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.64% | — | -8.34% | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.62% | -0.05% | +1.45% | |
| 41 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 0.55% | -0.09% | — | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.53% | +0.02% | +0.13% | |
| 43 | AXP | American Express Co | Stock-Financials | 0.53% | +0.02% | — | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.53% | -0.01% | -1.49% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.51% | +0.09% | +58.02% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.16% | +25.48% | |
| 47 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.49% | +0.01% | +7.37% | |
| 48 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.48% | -0.05% | -0.11% | |
| 49 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.44% | +0.01% | +0.34% | |
| 50 | GDS | Gds Holdings LTD - Adr | Stock-Other | 0.44% | -0.12% | — |
According to official SEC Form 13F filings, Macroview Investment Management LLC reported a total U.S. public equity portfolio value of $162.0M across 83 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BMAR, SCHG, VONV) accounted for 16.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
BMAR
市值: $6.4M
During Q1 2025, Macroview Investment Management LLC's top holdings by market value included BMAR (6.0%)、SCHG (4.8%)、VONV (4.6%). The largest single position, BMAR, represented 6.0% of total portfolio value.
In Q1 2025, Macroview Investment Management LLC made 50 total portfolio adjustments, initiating 50 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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