MACROVIEW INVESTMENT MANAGEMENT LLC

Filed: 7/22/2025ACC: 0001214659-25-010727

📋 What this filing means

MACROVIEW INVESTMENT MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 94 equity positions with a total reported market value of $122.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$122.93M

Total AUM (reported)

1.80M

Total Shares

Allocation by class

COM$17.75M14.4%

US EQTY BUFR MAR$6.81M5.5%

US LCAP GR ETF$6.20M5.0%

MSCI EAFE ETF$5.30M4.3%

VNG RUS1000VAL$5.28M4.3%

UNIT$5.19M4.2%

UNIT SER 1$4.58M3.7%

Portfolio Concentration

Top 3$18.31M14.9%

4–10$31.82M25.9%

11–25$35.87M29.2%

Rest$36.93M30.0%

Top 3 weight

14.9%

Top 10 weight

40.8%

Voting Authority Distribution

Total shares with voting rights: 1.80M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.80M

% of voting shares100.0%

Investment Discretion (by position count)

Sole94

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings94

Rows:

INNOVATOR ETFS TRUST

SOLE

US EQTY BUFR MAR

Shares138.90K

TypeSH

Market value$6.81M

5.54%

Sole

0.00

Shared

0.00

None

138.90K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares212.15K

TypeSH

Market value$6.20M

5.04%

Sole

0.00

Shared

0.00

None

212.15K

ISHARES TR

SOLE

MSCI EAFE ETF

Shares59.26K

TypeSH

Market value$5.30M

4.31%

Sole

0.00

Shared

0.00

None

59.26K

VANGUARD SCOTTSDALE FDS

SOLE

VNG RUS1000VAL

Shares61.96K

TypeSH

Market value$5.28M

4.29%

Sole

0.00

Shared

0.00

None

61.96K

SPROTT PHYSICAL GOLD TR

SOLE

UNIT

Shares204.86K

TypeSH

Market value$5.19M

4.22%

Sole

0.00

Shared

0.00

None

204.86K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares8.31K

TypeSH

Market value$4.58M

3.73%

Sole

0.00

Shared

0.00

None

8.31K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares7.11K

TypeSH

Market value$4.41M

3.59%

Sole

0.00

Shared

0.00

None

7.11K

SPDR GOLD TR

SOLE

GOLD SHS

Shares13.88K

TypeSH

Market value$4.23M

3.44%

Sole

0.00

Shared

0.00

None

13.88K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares48.65K

TypeSH

Market value$4.06M

3.30%

Sole

0.00

Shared

0.00

None

48.65K

HOME DEPOT INC

SOLE

COM

Shares11.07K

TypeSH

Market value$4.06M

3.30%

Sole

0.00

Shared

0.00

None

11.07K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares5.64K

TypeSH

Market value$3.49M

2.84%

Sole

0.00

Shared

0.00

None

5.64K

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares18.49K

TypeSH

Market value$3.38M

2.75%

Sole

0.00

Shared

0.00

None

18.49K

MICROSOFT CORP

SOLE

COM

Shares6.09K

TypeSH

Market value$3.03M

2.46%

Sole

0.00

Shared

0.00

None

6.09K

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares54.53K

TypeSH

Market value$2.77M

2.25%

Sole

0.00

Shared

0.00

None

54.53K

APPLE INC

SOLE

COM

Shares12.39K

TypeSH

Market value$2.54M

2.07%

Sole

0.00

Shared

0.00

None

12.39K

JANUS DETROIT STR TR

SOLE

HENDERSON MTG

Shares55.13K

TypeSH

Market value$2.48M

2.02%

Sole

0.00

Shared

0.00

None

55.13K

PIMCO ETF TR

SOLE

ENHAN SHRT MA AC

Shares24.30K

TypeSH

Market value$2.44M

1.99%

Sole

0.00

Shared

0.00

None

24.30K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares38.68K

TypeSH

Market value$2.40M

1.95%

Sole

0.00

Shared

0.00

None

38.68K

ISHARES TR

SOLE

ESG AWR MSCI USA

Shares16.32K

TypeSH

Market value$2.21M

1.80%

Sole

0.00

Shared

0.00

None

16.32K

PROSHARES TR

SOLE

S&P 500 DV ARIST

Shares21.69K

TypeSH

Market value$2.18M

1.78%

Sole

0.00

Shared

0.00

None

21.69K

JANUS DETROIT STR TR

SOLE

HENDRSN SHRT ETF

Shares42.44K

TypeSH

Market value$2.09M

1.70%

Sole

0.00

Shared

0.00

None

42.44K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares18.55K

TypeSH

Market value$2.03M

1.65%

Sole

0.00

Shared

0.00

None

18.55K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares9.80K

TypeSH

Market value$1.78M

1.45%

Sole

0.00

Shared

0.00

None

9.80K

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares26.33K

TypeSH

Market value$1.64M

1.34%

Sole

0.00

Shared

0.00

None

26.33K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST NASDAQ 1

Shares62.06K

TypeSH

Market value$1.41M

1.15%

Sole

0.00

Shared

0.00

None

62.06K

Issuer	Class	Shares	Type	Value / Portfolio %	None
INNOVATOR ETFS TRUSTSOLE	US EQTY BUFR MAR	138.90K	SH	$6.81M 5.54%	138.90K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	212.15K	SH	$6.20M 5.04%	212.15K
ISHARES TRSOLE	MSCI EAFE ETF	59.26K	SH	$5.30M 4.31%	59.26K
VANGUARD SCOTTSDALE FDSSOLE	VNG RUS1000VAL	61.96K	SH	$5.28M 4.29%	61.96K
SPROTT PHYSICAL GOLD TRSOLE	UNIT	204.86K	SH	$5.19M 4.22%	204.86K
INVESCO QQQ TRSOLE	UNIT SER 1	8.31K	SH	$4.58M 3.73%	8.31K
ISHARES TRSOLE	CORE S&P500 ETF	7.11K	SH	$4.41M 3.59%	7.11K
SPDR GOLD TRSOLE	GOLD SHS	13.88K	SH	$4.23M 3.44%	13.88K
ISHARES TRSOLE	CORE MSCI EAFE	48.65K	SH	$4.06M 3.30%	48.65K
HOME DEPOT INCSOLE	COM	11.07K	SH	$4.06M 3.30%	11.07K
SPDR S&P 500 ETF TRSOLE	TR UNIT	5.64K	SH	$3.49M 2.84%	5.64K
ISHARES TRSOLE	MSCI USA QLT FCT	18.49K	SH	$3.38M 2.75%	18.49K
MICROSOFT CORPSOLE	COM	6.09K	SH	$3.03M 2.46%	6.09K
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	54.53K	SH	$2.77M 2.25%	54.53K
APPLE INCSOLE	COM	12.39K	SH	$2.54M 2.07%	12.39K
JANUS DETROIT STR TRSOLE	HENDERSON MTG	55.13K	SH	$2.48M 2.02%	55.13K
PIMCO ETF TRSOLE	ENHAN SHRT MA AC	24.30K	SH	$2.44M 1.99%	24.30K
ISHARES TRSOLE	CORE S&P MCP ETF	38.68K	SH	$2.40M 1.95%	38.68K
ISHARES TRSOLE	ESG AWR MSCI USA	16.32K	SH	$2.21M 1.80%	16.32K
PROSHARES TRSOLE	S&P 500 DV ARIST	21.69K	SH	$2.18M 1.78%	21.69K
JANUS DETROIT STR TRSOLE	HENDRSN SHRT ETF	42.44K	SH	$2.09M 1.70%	42.44K
ISHARES TRSOLE	CORE S&P SCP ETF	18.55K	SH	$2.03M 1.65%	18.55K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	9.80K	SH	$1.78M 1.45%	9.80K
ISHARES GOLD TRSOLE	ISHARES NEW	26.33K	SH	$1.64M 1.34%	26.33K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST NASDAQ 1	62.06K	SH	$1.41M 1.15%	62.06K

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