Institutional Manager · CIK 0001551727
MACROVIEW INVESTMENT MANAGEMENT LLC
BETHESDA, MD · File #028-14993
Latest AUM
$146.3M
Positions
97
Top-10 Concentration
46.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202597 pos · $146.3M
- 13F HOLDINGS REPORTQ/E Sep 202593 pos · $134.2M
- 13F HOLDINGS REPORTQ/E Jun 202594 pos · $122.9M
- 13F HOLDINGS REPORTQ/E Mar 202584 pos · $107.0M
- 13F HOLDINGS REPORTQ/E Dec 202480 pos · $99.3M
- 13F HOLDINGS REPORTQ/E Sep 2024586 pos · $102.3M
- 13F HOLDINGS REPORTQ/E Jun 2024588 pos · $94.4M
- 13F HOLDINGS REPORTQ/E Mar 2024636 pos · $91.0M
- 13F HOLDINGS REPORTQ/E Dec 2023803 pos · $75.0M
- 13F HOLDINGS REPORTQ/E Sep 2023500 pos · $65.1M
- 13F HOLDINGS REPORTQ/E Jun 2023451 pos · $62.4M
- 13F HOLDINGS REPORTQ/E Mar 2023459 pos · $58.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 12,617 | $8.6M | 6.64% |
| 2 | INNOVATOR ETFS TRUST | INHD | 138,452 | $7.3M | 5.67% |
| 3 | SCHWAB STRATEGIC TR | 808524300 | 210,084 | $6.9M | 5.29% |
| 4 | SPROTT ASSET MANAGEMENT LP | SII | 203,597 | $6.7M | 5.19% |
| 5 | ISHARES TR | 464287465 | 64,181 | $6.2M | 4.76% |
| 6 | INVESCO QQQ TR | IVZ | 8,467 | $5.2M | 4.02% |
| 7 | ISHARES TR | 464287200 | 7,378 | $5.1M | 3.90% |
| 8 | ISHARES TR | 464287507 | 75,046 | $5.0M | 3.82% |
| 9 | ISHARES TR | 464287804 | 39,426 | $4.7M | 3.66% |
| 10 | SPDR GOLD TR | GLD | 11,352 | $4.5M | 3.47% |
| 11 | ISHARES TR | 46432F842 | 48,427 | $4.3M | 3.35% |
| 12 | HOME DEPOT INC | HD | 11,109 | $3.8M | 2.95% |
| 13 | ISHARES TR | 46432F339 | 18,216 | $3.6M | 2.79% |
| 14 | APPLE INC | AAPL | 13,261 | $3.6M | 2.78% |
| 15 | MICROSOFT CORP | MSFT | 6,474 | $3.1M | 2.42% |
| 16 | JANUS DETROIT STR TR | 47103U845 | 54,133 | $2.7M | 2.11% |
| 17 | JANUS DETROIT STR TR | 47103U852 | 55,398 | $2.5M | 1.95% |
| 18 | PUTNAM ETF TRUST | 746729300 | 53,879 | $2.5M | 1.90% |
| 19 | PIMCO ETF TR | 72201R833 | 24,176 | $2.4M | 1.87% |
| 20 | SCHWAB STRATEGIC TR | 808524797 | 82,961 | $2.3M | 1.76% |