Filed: 4/29/2025ACC: 0001214659-25-006521
📋 What this filing means
MACROVIEW INVESTMENT MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 84 equity positions with a total reported market value of $106.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
84
Positions
$106.96M
Total AUM (reported)
1.55M
Total Shares
Allocation by class
COM$15.47M14.5%
US EQTY BUFR MAR$6.36M5.9%
US LCAP GR ETF$5.09M4.8%
VNG RUS1000VAL$4.96M4.6%
UNIT$4.93M4.6%
MSCI EAFE ETF$4.71M4.4%
GOLD SHS$4.02M3.8%
Portfolio Concentration
Top 3$16.41M15.3%
4–10$28.34M26.5%
11–25$31.28M29.2%
Rest$30.93M28.9%
Top 3 weight
15.3%
Top 10 weight
41.8%
Voting Authority Distribution
Total shares with voting rights: 1.55M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.55M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole84
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings84
Rows:
INNOVATOR ETFS TRUST
SOLEShares139.72K
TypeSH
Market value$6.36M
5.95%
Sole
0.00
Shared
0.00
None
139.72K
SCHWAB STRATEGIC TR
SOLEShares203.42K
TypeSH
Market value$5.09M
4.76%
Sole
0.00
Shared
0.00
None
203.42K
VANGUARD SCOTTSDALE FDS
SOLEShares60.06K
TypeSH
Market value$4.96M
4.63%
Sole
0.00
Shared
0.00
None
60.06K
SPROTT PHYSICAL GOLD TR
SOLEShares204.88K
TypeSH
Market value$4.93M
4.61%
Sole
0.00
Shared
0.00
None
204.88K
ISHARES TR
SOLEShares57.68K
TypeSH
Market value$4.71M
4.41%
Sole
0.00
Shared
0.00
None
57.68K
HOME DEPOT INC
SOLEShares11.08K
TypeSH
Market value$4.06M
3.80%
Sole
0.00
Shared
0.00
None
11.08K
SPDR GOLD TR
SOLEShares13.96K
TypeSH
Market value$4.02M
3.76%
Sole
0.00
Shared
0.00
None
13.96K
ISHARES TR
SOLEShares6.77K
TypeSH
Market value$3.80M
3.56%
Sole
0.00
Shared
0.00
None
6.77K
INVESCO QQQ TR
SOLEShares8.02K
TypeSH
Market value$3.76M
3.52%
Sole
0.00
Shared
0.00
None
8.02K
ISHARES TR
SOLEShares17.84K
TypeSH
Market value$3.05M
2.85%
Sole
0.00
Shared
0.00
None
17.84K
JANUS DETROIT STR TR
SOLEShares52.99K
TypeSH
Market value$2.69M
2.51%
Sole
0.00
Shared
0.00
None
52.99K
APPLE INC
SOLEShares12.02K
TypeSH
Market value$2.67M
2.50%
Sole
0.00
Shared
0.00
None
12.02K
JANUS DETROIT STR TR
SOLEShares54.26K
TypeSH
Market value$2.45M
2.29%
Sole
0.00
Shared
0.00
None
54.26K
PIMCO ETF TR
SOLEShares23.79K
TypeSH
Market value$2.39M
2.24%
Sole
0.00
Shared
0.00
None
23.79K
SPDR S&P 500 ETF TR
SOLEShares4.21K
TypeSH
Market value$2.36M
2.20%
Sole
0.00
Shared
0.00
None
4.21K
MICROSOFT CORP
SOLEShares5.94K
TypeSH
Market value$2.23M
2.09%
Sole
0.00
Shared
0.00
None
5.94K
PROSHARES TR
SOLEShares21.18K
TypeSH
Market value$2.16M
2.02%
Sole
0.00
Shared
0.00
None
21.18K
ISHARES TR
SOLEShares36.61K
TypeSH
Market value$2.14M
2.00%
Sole
0.00
Shared
0.00
None
36.61K
JANUS DETROIT STR TR
SOLEShares41K
TypeSH
Market value$2.02M
1.88%
Sole
0.00
Shared
0.00
None
41K
ISHARES TR
SOLEShares17.93K
TypeSH
Market value$1.88M
1.75%
Sole
0.00
Shared
0.00
None
17.93K
ISHARES TR
SOLEShares24.60K
TypeSH
Market value$1.86M
1.74%
Sole
0.00
Shared
0.00
None
24.60K
ISHARES TR
SOLEShares14.33K
TypeSH
Market value$1.75M
1.63%
Sole
0.00
Shared
0.00
None
14.33K
INVESCO EXCHANGE TRADED FD T
SOLEShares9.63K
TypeSH
Market value$1.67M
1.56%
Sole
0.00
Shared
0.00
None
9.63K
ISHARES GOLD TR
SOLEShares25.76K
TypeSH
Market value$1.52M
1.42%
Sole
0.00
Shared
0.00
None
25.76K
INNOVATOR ETFS TRUST
SOLEShares47.03K
TypeSH
Market value$1.50M
1.41%
Sole
0.00
Shared
0.00
None
47.03K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INNOVATOR ETFS TRUSTSOLE | US EQTY BUFR MAR | 139.72K | SH | $6.36M 5.95% | 0.00 | 0.00 | 139.72K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 203.42K | SH | $5.09M 4.76% | 0.00 | 0.00 | 203.42K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 60.06K | SH | $4.96M 4.63% | 0.00 | 0.00 | 60.06K |
SPROTT PHYSICAL GOLD TRSOLE | UNIT | 204.88K | SH | $4.93M 4.61% | 0.00 | 0.00 | 204.88K |
ISHARES TRSOLE | MSCI EAFE ETF | 57.68K | SH | $4.71M 4.41% | 0.00 | 0.00 | 57.68K |
HOME DEPOT INCSOLE | COM | 11.08K | SH | $4.06M 3.80% | 0.00 | 0.00 | 11.08K |
SPDR GOLD TRSOLE | GOLD SHS | 13.96K | SH | $4.02M 3.76% | 0.00 | 0.00 | 13.96K |
ISHARES TRSOLE | CORE S&P500 ETF | 6.77K | SH | $3.80M 3.56% | 0.00 | 0.00 | 6.77K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 8.02K | SH | $3.76M 3.52% | 0.00 | 0.00 | 8.02K |
ISHARES TRSOLE | MSCI USA QLT FCT | 17.84K | SH | $3.05M 2.85% | 0.00 | 0.00 | 17.84K |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 52.99K | SH | $2.69M 2.51% | 0.00 | 0.00 | 52.99K |
APPLE INCSOLE | COM | 12.02K | SH | $2.67M 2.50% | 0.00 | 0.00 | 12.02K |
JANUS DETROIT STR TRSOLE | HENDERSON MTG | 54.26K | SH | $2.45M 2.29% | 0.00 | 0.00 | 54.26K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 23.79K | SH | $2.39M 2.24% | 0.00 | 0.00 | 23.79K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 4.21K | SH | $2.36M 2.20% | 0.00 | 0.00 | 4.21K |
MICROSOFT CORPSOLE | COM | 5.94K | SH | $2.23M 2.09% | 0.00 | 0.00 | 5.94K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 21.18K | SH | $2.16M 2.02% | 0.00 | 0.00 | 21.18K |
ISHARES TRSOLE | CORE S&P MCP ETF | 36.61K | SH | $2.14M 2.00% | 0.00 | 0.00 | 36.61K |
JANUS DETROIT STR TRSOLE | HENDRSN SHRT ETF | 41K | SH | $2.02M 1.88% | 0.00 | 0.00 | 41K |
ISHARES TRSOLE | CORE S&P SCP ETF | 17.93K | SH | $1.88M 1.75% | 0.00 | 0.00 | 17.93K |
ISHARES TRSOLE | CORE MSCI EAFE | 24.60K | SH | $1.86M 1.74% | 0.00 | 0.00 | 24.60K |
ISHARES TRSOLE | ESG AWR MSCI USA | 14.33K | SH | $1.75M 1.63% | 0.00 | 0.00 | 14.33K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 9.63K | SH | $1.67M 1.56% | 0.00 | 0.00 | 9.63K |
ISHARES GOLD TRSOLE | ISHARES NEW | 25.76K | SH | $1.52M 1.42% | 0.00 | 0.00 | 25.76K |
INNOVATOR ETFS TRUSTSOLE | INTRNL DEV JAN | 47.03K | SH | $1.50M 1.41% | 0.00 | 0.00 | 47.03K |
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