Macroview Investment Management LLC Portfolio Holdings

Macroview Investment Management LLC

  • $94.5 Million
  • Q4 2024

Macroview Investment Management LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $94.5 Million distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $6.47M, Ishares Core S&P 500 ETF with a value of $4.88M, Schwab Strategic Tr Us Large C with a value of $4.69M, Home Depot, Inc. with a value of $4.3M, and Sprott Physical Gold Trust with a value of $4.16M.

Examining the 13F form we can see an decrease of $2.38M in the current position value, from $96.8M to 94.5M.

Below you can find more details about Macroview Investment Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $94.5 Million
ETFs: $73.8 Million
Technology: $6.8 Million
Financial Services: $5.69 Million
Consumer Cyclical: $5.22 Million
Communication Services: $797,000
Consumer Defensive: $778,000
Real Estate: $389,000
Energy: $382,000
Other: $585,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.47 Million 6.85% of portfolio
11,041
Q4 2024 Added 0.75%
$0
$4.88 Million 5.16% of portfolio
8,286
Q4 2024 Added 24.06%
$0
$4.69 Million 4.96% of portfolio
168,305
Q4 2024 Added 301.54%
$0
$4 Million 4.23% of portfolio
7,817
Q4 2024 Added 4.83%
$0
$3.83 Million 4.05% of portfolio
47,127
Q4 2024 Added 2.59%
$89.7B
$3.29 Million 3.48% of portfolio
13,596
Q4 2024 Reduced 0.9%
$0
$3.17 Million 3.35% of portfolio
41,868
Q4 2024 Reduced 0.01%
$0
$3.08 Million 3.26% of portfolio
17,317
Q4 2024 Added 2.86%
$0
$2.88 Million 3.05% of portfolio
28,917
Q4 2024 Added 1.9%
$0
$2.57 Million 2.72% of portfolio
50,668
Q4 2024 Added 55.41%
$0
$2.4 Million 2.54% of portfolio
54,294
Q4 2024 Reduced 0.85%
$0
$2.26 Million 2.4% of portfolio
22,559
Q4 2024 Added 117.92%
$0
$2.14 Million 2.26% of portfolio
34,326
Q4 2024 Added 2.8%
$0
$2.04 Million 2.16% of portfolio
11,643
Q4 2024 Added 4.3%
$0
$2.01 Million 2.13% of portfolio
15,607
Q4 2024 Added 0.66%
$0
$2 Million 2.11% of portfolio
17,333
Q4 2024 Added 4.03%
$0
$1.81 Million 1.92% of portfolio
25,757
Q4 2024 Added 17.89%
$0
$1.34 Million 1.42% of portfolio
4,636
Q4 2024 Added 18.78%
$45.1B
$1.32 Million 1.4% of portfolio
26,668
Q4 2024 Added 2.8%
$0
$1.2 Million 1.27% of portfolio
30,422
Q4 2024 New
$0
$1.17 Million 1.23% of portfolio
14,566
Q4 2024 Added 1.9%
$0
$1.07 Million 1.13% of portfolio
9,296
Q4 2024 Added 1.23%
$0
$871,000 0.92% of portfolio
9,673
Q4 2024 Added 0.23%
$0
$871,000 0.92% of portfolio
3,113
Q4 2024 Added 2.64%
$0
$756,000 0.8% of portfolio
12,844
Q4 2024 Added 14.77%
$0
$718,000 0.76% of portfolio
7,424
Q4 2024 Added 2.73%
$0
$632,000 0.67% of portfolio
1,576
Q4 2024 Added 0.06%
$0
$537,000 0.57% of portfolio
2,951
Q4 2024 Added 0.03%
$0
$499,000 0.53% of portfolio
5,524
Q4 2024 Added 2.41%
$0
$480,000 0.51% of portfolio
4,086
Q4 2024 Added 0.74%
$0
$470,000 0.5% of portfolio
5,320
Q4 2024 Reduced 12.08%
$0
$432,000 0.46% of portfolio
1,959
Q4 2024 Reduced 15.12%
$0
$431,000 0.46% of portfolio
9,454
Q4 2024 Reduced 16.66%
$0
$420,000 0.44% of portfolio
10,954
Q4 2024 Added 1.41%
$0
$386,000 0.41% of portfolio
3,641
Q4 2024 Reduced 0.71%
$0
$369,000 0.39% of portfolio
5,357
Q2 2024 Reduced 7.08%
$0
$337,000 0.36% of portfolio
1,770
Q4 2024 Added 5.67%
$0
$320,000 0.34% of portfolio
7,671
Q4 2024 Reduced 16.5%
$0
$320,000 0.34% of portfolio
8,128
Q4 2024 Added 8.66%
$0
$324,000 0.34% of portfolio
6,780
Q4 2024 Added 450.77%
$0
$310,000 0.33% of portfolio
13,409
Q4 2024 Added 200.52%
$0
$313,000 0.33% of portfolio
8,242
Q4 2024 Reduced 2.22%
$0
$284,000 0.3% of portfolio
4,488
Q4 2024 Added 14.43%
$0
$275,000 0.29% of portfolio
11,515
Q4 2024 Reduced 6.43%
$0
$265,000 0.28% of portfolio
4,184
Q4 2024 Reduced 17.46%
$0
$252,000 0.27% of portfolio
5,210
Q4 2024 Added 835.37%
$0
$232,000 0.25% of portfolio
12,580
Q4 2024 Added 101.54%
$0
$213,000 0.23% of portfolio
2,007
Q4 2024 Reduced 13.94%
$0
$202,000 0.21% of portfolio
5,788
Q4 2024 Reduced 15.96%

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $94.5 Million
  • Prior Value $96.8 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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