MI
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MACROVIEW INVESTMENT MANAGEMENT LLC13F | |
| MACROVIEW INVESTMENT MANAGEMENT LLC | |
| Last update 2025-07-22 | 94 Stocks (16 new) |
| Value $123.00 Mil | Turnover 10 % |
MACROVIEW INVESTMENT MANAGEMEN... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMAR |
Innovator U.S. Equity Buffer ETF - March
Innovator U.S. Equity Buffer ETF - March
| 138,898 | 6,811.6 | -0.59% | 5.540 | -0.04% | 3.140 | +11.32% | +8.06% | 220.6 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 212,151 | 6,196.9 | +4.29% | 5.040 | +0.21% | 0.010 | +20.57% | +7.88% | 45,826.6 | ||
EFA | iShares MSCI EAFE ETF | 59,259 | 5,297.2 | +2.74% | 4.310 | +0.12% | 0.010 | +10.67% | +22.60% | 65,713.0 | ||
VONV |
Vanguard Russell 1000 Value Index Fund
Vanguard Russell 1000 Value Index Fund
| 61,957 | 5,279.4 | +3.16% | 4.290 | +0.13% | 0.040 | +10.70% | +8.60% | 12,232.6 | ||
PHYS | Sprott Physical Gold Trust | 204,857 | 5,193.1 | -0.01% | 4.220 | 0% | 0.050 | +1.71% | +28.53% | 23,094.4 | Asset Management | |
QQQ | INVESCO QQQ Trust | 8,307 | 4,582.4 | +3.58% | 3.730 | +0.13% | 0.000 | +20.84% | +10.64% | 359,689.3 | ||
IVV | iShares Core S&P 500 ETF | 7,105 | 4,411.5 | +4.93% | 3.590 | +0.17% | 0.000 | +16.52% | +9.04% | 642,818.8 | ||
GLD | SPDR Gold Shares ETF | 13,879 | 4,230.7 | -0.61% | 3.440 | -0.02% | 0.000 | +0.85% | +28.32% | 102,311.9 | ||
IEFA | iShares Core MSCI EAFE ETF | 48,654 | 4,061.7 | +97.77% | 3.300 | +1.63% | 0.000 | +11.39% | +23.26% | 146,811.0 | ||
HD | The Home Depot Inc | 11,070 | 4,058.6 | -0.05% | 3.300 | 0% | 0.000 | +5.27% | -2.06% | 374,346.6 | Retail - Cyclical |
MACROVIEW INVESTMENT MANAGEMENT LLC's Historical Top Holdings Breakdowns
MACROVIEW INVESTMENT MANAGEMENT LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IEFA | iShares Core MSCI EAFE ETF | 2025-06-30 | Add Add | +1.63% | 67.83 ($79.31) 84.09 | $85.16 | 7.38% | Add 97.77% | 48,654 | 24,053 | |
IJAN |
Innovator International Developed Power Buffer ETF January
Innovator International Developed Power Buffer ETF January
| 2025-06-30 | Sold Out Sold Out | -1.41% | 29.71 ($32.88) 34.21 | $34.52 | 4.99% | Sold Out | 0 | -47,032 | |
QCAP |
FT Vest Nasdaq-100 Conservative Buffer ETF - April
FT Vest Nasdaq-100 Conservative Buffer ETF - April
| 2025-06-30 | New Buy New Buy | +1.15% | 20.44 ($22.03) 22.77 | $22.90 | 3.97% | New holding | 62,062 | 62,062 | |
POCT |
Innovator U.S. Equity Power Buffer ETF - October
Innovator U.S. Equity Power Buffer ETF - October
| 2025-06-30 | Sold Out Sold Out | -1.12% | 36.35 ($39.41) 41.3 | $41.97 | 6.48% | Sold Out | 0 | -30,885 | |
PAPR |
Innovator U.S. Equity Power Buffer ETF - April
Innovator U.S. Equity Power Buffer ETF - April
| 2025-06-30 | New Buy New Buy | +1.02% | 33.22 ($35.91) 37.29 | $37.64 | 4.81% | New holding | 33,715 | 33,715 | |
SPY | SPDR S&P 500 ETF Trust | 2025-06-30 | Add Add | +0.72% | 496.48 ($571.44) 617.85 | $634.60 | 11.05% | Add 33.83% | 5,641 | 1,426 | |
BABA | Alibaba Group Holding Ltd | 2025-06-30 | Sold Out Sold Out | -0.30% | 99.37 ($118.61) 134.05 | $122.84 | 3.57% | Sold Out | 0 | -2,450 | |
LCTU |
BlackRock U.S. Carbon Transition Readiness ETF
BlackRock U.S. Carbon Transition Readiness ETF
| 2025-06-30 | New Buy New Buy | +0.29% | 53.69 ($62.03) 67.27 | $69.19 | 11.54% | New holding | 5,212 | 5,212 | |
GAPR |
FT Vest U.S. Equity Moderate Buffer ETF - April
FT Vest U.S. Equity Moderate Buffer ETF - April
| 2025-06-30 | New Buy New Buy | +0.27% | 34.72 ($37.11) 38.31 | $38.59 | 4.00% | New holding | 8,668 | 8,668 | |
EAGG |
iShares ESG Aware U.S. Aggregate Bond ETF
iShares ESG Aware U.S. Aggregate Bond ETF
| 2025-06-30 | New Buy New Buy | +0.26% | 46.41 ($46.98) 47.7 | $47.11 | 0.28% | New holding | 6,769 | 6,769 |
MACROVIEW INVESTMENT MANAGEMENT LLC Total Holding History ($B)
MACROVIEW INVESTMENT MANAGEMENT LLC's Asset Allocation
MACROVIEW INVESTMENT MANAGEMENT LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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MACROVIEW INVESTMENT MANAGEMENT LLC's Hypothetical Growth since 2025-06-30
MACROVIEW INVESTMENT MANAGEMENT LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MACROVIEW INVESTMENT MANAGEMENT LLC's Holdings Heat Map
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MACROVIEW INVESTMENT MANAGEMENT LLC's Holdings Bubble Chart
MACROVIEW INVESTMENT MANAGEMENT LLC News
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