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CIK: 0001551727
Total reported value
$162.0M
$162.0M
93 檔
17.8%
The Q2 2025 SEC filing reveals that Macroview Investment Management LLC held a total portfolio value of $162.0M, covering 93 public equity positions.
During Q2 2025, 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 | BMAR | Innovator U.s. Equity Buffer | ETF-Other | 5.54% | -0.13% | -0.59% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.04% | +0.39% | +4.29% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.31% | -0.01% | +2.74% | |
| 4 | VONV | Vanguard Russell 1000 Value | ETF-Other | 4.29% | -0.02% | +3.16% | |
| 5 | PHYS | Sprott Physical Gold Trust | Stock-Other | 4.22% | -1.23% | -0.01% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.73% | +0.64% | +3.58% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.59% | +0.10% | +4.93% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 3.44% | -2.18% | -0.61% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.30% | -0.09% | +97.77% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 3.30% | -0.11% | -0.05% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.84% | +0.57% | +33.83% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.75% | +0.11% | +3.63% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.46% | -0.21% | +2.49% | |
| 14 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.25% | -0.14% | +2.91% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.07% | +0.01% | +3.03% | |
| 16 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 2.02% | -0.18% | +1.61% | |
| 17 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.99% | -0.11% | +2.15% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.95% | +0.17% | +5.65% | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.80% | +0.04% | +13.85% | |
| 20 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.78% | — | +2.39% | |
| 21 | VNLA | Janus Henderson Short Durati | ETF-Other | 1.70% | -0.10% | +3.51% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.65% | +0.33% | +3.44% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.45% | +0.20% | +1.80% | |
| 24 | IAU | Ishares Gold Trust | ETF-Commodities | 1.34% | -0.30% | +2.21% | |
| 25 | QCAP | Ft Nsdq100consbuffetf - Apr | ETF-Other | 1.15% | -0.06% | — | |
| 26 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.12% | -0.08% | +5.77% | |
| 27 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 1.11% | — | -0.67% | |
| 28 | XLF | Ss Financial Select Sector | ETF-Other | 1.10% | — | +0.05% | |
| 29 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.07% | — | +1.82% | |
| 30 | PMAR | Innovator U.s. Equity Power | ETF-Other | 1.04% | -0.05% | — | |
| 31 | GFEB | Ft Vest US Equity Moderate B | ETF-Other | 1.04% | — | -0.63% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.03% | +0.04% | +2.75% | |
| 33 | PAPR | Innovator U.s. Equity Power | ETF-Other | 1.02% | — | — | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.00% | +0.01% | +1.85% | |
| 35 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.95% | +0.08% | +3.86% | |
| 36 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.91% | +0.01% | +1.48% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.84% | -0.05% | +0.08% | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.81% | -0.01% | +2.34% | |
| 39 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.64% | -0.19% | — | |
| 40 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.64% | — | +3.01% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.60% | +0.09% | +20.41% | |
| 42 | AXP | American Express Co | Stock-Financials | 0.55% | +0.02% | +0.19% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.55% | +0.02% | +0.06% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.48% | -0.01% | — | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | -0.03% | -1.61% | |
| 46 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.46% | +0.01% | -1.41% | |
| 47 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.45% | -0.05% | +8.81% | |
| 48 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.43% | +0.01% | +0.46% | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.42% | -0.01% | +6.61% | |
| 50 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 0.39% | -0.09% | +900.00% |
According to official SEC Form 13F filings, Macroview Investment Management LLC reported a total U.S. public equity portfolio value of $162.0M across 93 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BMAR, SCHG, EFA) accounted for 17.8% of total reported equity market value during Q2 2025.
During Q2 2025, Macroview Investment Management LLC's top holdings by market value included BMAR (5.5%)、SCHG (5.0%)、EFA (4.3%). The largest single position, BMAR, represented 5.5% of total portfolio value.
In Q2 2025, 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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