Macroview Investment Management LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 30, 2024), Macroview Investment Management LLC reported 634 stock positions worth $90.2 million. Its top holding was Home Depot (HD) at 4.7% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 3.9%) and Sprott Physical Gold Trust (PHYS, 3.9%). Compared with Q4 2023, it opened 99 new positions, sold out of 84, added to 139 and reduced 97. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +79%) and the biggest sale an exit from Innovator U.S. Equity Buffer (BJUL).
- Most Recent 13F
- Q2 2026
- Location
- BETHESDA, MD
- CIK
- 0001551727
- Portfolio Value
- $90.2M (Q1 2024)
- SEC Filing
- 0001214659-24-007829 ↗ filed Apr 30, 2024
Holdings Value
Holdings 634 stocks · $90.2M
| HD Home Depot Inc. | 4.70% | 11,046 | $4.2M | No change |
| IVV iShares Core S&P 500 ETF | 3.91% | 6,706 | $3.5M | Reduce -0.8% |
| PHYS Sprott Physical Gold Trust | 3.87% | 201,813 | $3.5M | Reduce -5.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.43% | 5,911 | $3.1M | Add +79.1% |
| QQQ Invesco QQQ Trust Series 1 | 3.36% | 6,827 | $3.0M | Add +2.7% |
| NOBL Proshares S&P 500 Dividend A | 3.16% | 28,128 | $2.9M | Add +1.4% |
| GLD SPDR Gold Shares | 3.15% | 13,825 | $2.8M | Reduce -0.8% |
| QUAL iShares MSCI USA Quality Fac | 2.77% | 15,199 | $2.5M | Add +2.0% |
| JMBS Janus Henderson Mortg Backed | 2.76% | 55,169 | $2.5M | Add +64.0% |
| ESGU iShares ESG Aware MSCI USA | 2.69% | 21,088 | $2.4M | Reduce -28.2% |
| MSFT Microsoft Corp. | 2.62% | 5,608 | $2.4M | Add +1.3% |
| IEFA iShares Core MSCI Eafe ETF | 2.55% | 31,011 | $2.3M | Reduce -20.2% |
| IJH iShares Core S&P Midcap ETF | 2.23% | 33,130 | $2.0M | Add +2.4% |
| SCHG Schwab US Large-Cap Growth | 2.16% | 20,993 | $1.9M | Add +103.3% |
| VONV Vanguard Russell 1000 Value | 2.12% | 24,357 | $1.9M | Add +103.8% |
| IJR iShares Core S&P Small-Cap E | 2.01% | 16,396 | $1.8M | Add +3.3% |
| JAAA Janus Henderson Aaa Clo ETF | 1.82% | 32,368 | $1.6M | Reduce -0.9% |
| RSPG Invesco S&P 500 Equal Weight | 1.82% | 19,739 | $1.6M | Reduce -0.1% |
| EFA iShares MSCI Eafe ETF | 1.81% | 20,463 | $1.6M | Add +103.4% |
| AAPL Apple Inc. | 1.72% | 9,024 | $1.5M | Add +9.9% |
| INFL Horizon Kinetics Infl Benef | 1.71% | 47,283 | $1.5M | Reduce -26.5% |
| IJAN Innovator International Deve | 1.66% | 47,841 | $1.5M | Reduce -1.3% |
| BFEB Innovator U.S. Equity Buffer | 1.39% | 31,821 | $1.2M | New |
| GFEB FT Vest US Equity Moderate B | 1.23% | 32,197 | $1.1M | Reduce -1.9% |
| VIGI Vanguard Int Div App Indx FD | 1.23% | 13,574 | $1.1M | Add +1.8% |
| PFEB Innovator U.S. Equity Power | 1.20% | 31,788 | $1.1M | New |
| IAU iShares Gold Trust | 1.18% | 25,287 | $1.1M | No change |
| XBI SS SPDR S&P Biotech ETF | 1.15% | 10,914 | $1.0M | Reduce -2.5% |
| MINT PIMCO Enhanced Short Maturit | 1.14% | 10,236 | $1.0M | Reduce -1.7% |
| VTI VG Morningstar TS MKT ETF-US | 1.12% | 3,893 | $1.0M | Add +0.4% |
| GSLC Goldman Activebeta US LC ETF | 1.05% | 9,151 | $950K | Reduce -0.5% |
| EFG iShares MSCI Eafe Growth ETF | 1.03% | 8,988 | $933K | Reduce -12.0% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.99% | 8,834 | $897K | Reduce -18.7% |
| HAP Vaneck Natural Resources ETF | 0.91% | 16,203 | $825K | Reduce -8.0% |
| VXUS Vanguard Total Intl Stock | 0.74% | 11,055 | $667K | Add +0.4% |
| CIBR First Trust Nasdaq Cybersecu | 0.68% | 10,893 | $614K | Reduce -12.8% |
| VIOV Vanguard S&P Small-Cap 600 V | 0.65% | 6,634 | $587K | Reduce -31.3% |
| ORCL Oracle Corp. | 0.65% | 4,635 | $582K | Reduce -32.7% |
| VIG Vanguard Dividend Apprec ETF | 0.65% | 3,188 | $582K | Reduce -1.7% |
| IWF iShares Russell 1000 Growth | 0.59% | 1,571 | $529K | Add +7.7% |
| MUB iShares National Muni Bond E | 0.58% | 4,857 | $523K | No change |
| BOTZ Global X Robotics & Artifici | 0.56% | 15,905 | $506K | Reduce -18.1% |
| SNSR Global X Internet of Things | 0.54% | 13,377 | $485K | Reduce -17.5% |
| CLOU Global X Cloud Computing ETF | 0.54% | 22,189 | $483K | Reduce -17.4% |
| AXP American Express Co. | 0.53% | 2,113 | $481K | No change |
| BOND PIMCO Active Bond Exchange-T | 0.52% | 5,140 | $472K | Reduce -14.2% |
| VT Vanguard Tot World STK ETF | 0.49% | 4,021 | $444K | Add +0.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.47% | 1,641 | $428K | Add +84.8% |
| XOM Exxon Mobil Corp. | 0.45% | 3,476 | $404K | No change |
| TCAF T Rowe PRC Cap Appreciation | 0.44% | 13,046 | $394K | Add +7.4% |
| SPEM State Street SP PTF Em ETF | 0.43% | 10,743 | $389K | Reduce -0.7% |
| COKE Coca-Cola Consolidated Inc. | 0.41% | 433 | $366K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.39% | 5,765 | $355K | No change |
| UNP Union Pacific Corp. | 0.39% | 1,437 | $353K | Add +0.5% |
| EEM iShares MSCI Emerging Market | 0.39% | 8,563 | $352K | Reduce -8.1% |
| NVR NVR Inc. | 0.39% | 43 | $348K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.37% | 1,739 | $332K | Add +0.1% |
| TOTL SS Doubleline TR Tact ETF | 0.31% | 7,006 | $281K | Reduce -16.9% |
| IWR iShares Russell Mid-Cap ETF | 0.31% | 3,287 | $276K | Add +58.3% |
| IWM iShares Russell 2000 ETF | 0.30% | 1,289 | $271K | Add +64.8% |
| SCHX Schwab US Large-Cap ETF | 0.30% | 4,343 | $270K | Add +4.8% |
| IVE iShares S&P 500 Value ETF | 0.30% | 1,443 | $270K | Add +8.7% |
| SCHF Schwab Intl Equity ETF | 0.29% | 6,817 | $266K | Reduce -2.3% |
| VGK Vanguard Ftse Europe ETF | 0.29% | 3,868 | $260K | Add +0.4% |
| GOOG Alphabet Inc. Class C | 0.29% | 1,710 | $260K | No change |
| ATI Ati Inc. | 0.26% | 4,660 | $238K | No change |
| VYM Vanguard High DVD Yield ETF | 0.24% | 1,811 | $219K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.24% | 3,780 | $219K | No change |
| GNOV FT Vest US Equity Moderate B | 0.24% | 6,500 | $214K | No change |
| META Meta Platforms Inc. Class A | 0.23% | 434 | $211K | Add +1.2% |
| AMZN Amazon.com Inc. | 0.23% | 1,149 | $207K | Add +3.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.23% | 1,687 | $206K | Add +1.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.22% | 628 | $201K | Add +8.8% |
| MS Morgan Stanley | 0.22% | 2,082 | $196K | Add +0.6% |
| VNQ Vanguard Real Estate ETF | 0.21% | 2,229 | $193K | Add +8.7% |
| ALL Allstate Corp. | 0.21% | 1,112 | $192K | Reduce -4.6% |
| AMP Ameriprise Financial Inc. | 0.20% | 420 | $184K | No change |
| GOOGL Alphabet Inc. Class A | 0.20% | 1,173 | $177K | No change |
| JPM JPMorgan Chase & Co. | 0.19% | 842 | $169K | No change |
| NVDA Nvidia Corp. | 0.18% | 181 | $164K | Reduce -0.6% |
| MCK McKesson Corp. | 0.18% | 303 | $163K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.18% | 2,926 | $159K | Add +54.9% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.17% | 1,720 | $157K | Add +3.4% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.17% | 5,954 | $153K | Reduce -2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.17% | 362 | $152K | Reduce -1.6% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.17% | 1,281 | $152K | Add +2.4% |
| WMT Walmart Inc. | 0.16% | 2,424 | $146K | No change |
| FEZ State Street SPDR Euro Stoxx | 0.16% | 2,742 | $144K | Add +0.2% |
| XLK SS Technology Select Sector | 0.16% | 689 | $144K | Reduce -8.6% |
| VCIT Vanguard Int-Term Corporate | 0.16% | 1,782 | $143K | Add +0.7% |
| ESGE iShares Inc. iShares ESG Awar | 0.16% | 4,428 | $143K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.16% | 408 | $140K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.15% | 2,400 | $138K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.15% | 804 | $136K | Add +0.1% |
| IJT iShares S&P Small-Cap 600 GR | 0.15% | 1,039 | $136K | Add +3.5% |
| EA Electronic Arts Inc. | 0.15% | 1,014 | $135K | No change |
| GS Goldman Sachs Group Inc. | 0.15% | 315 | $132K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.14% | 1,269 | $130K | Add +4.0% |
| IUSV iShares Core S&P U.S. Value | 0.14% | 1,436 | $130K | Add +0.5% |
| MU Micron Technology Inc. | 0.13% | 990 | $117K | Add +661.5% |
Options reported separately and not counted above: IWM puts ($778K).
Portfolio Sells Q4 2023 → Q1 2024
| BJUL Innovator U.S. Equity Buffer | Sold out | 0.00% | −1.43 |
| MBB iShares MBS ETF | Sold out | 0.00% | −1.26 |
| PJUL Innovator U.S. Equity Power | Sold out | 0.00% | −1.23 |
| ESGU iShares ESG Aware MSCI USA | Reduce -28.2% | 2.69% | −0.99 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -20.2% | 2.55% | −0.71 |
| INFL Horizon Kinetics Infl Benef | Reduce -26.5% | 1.71% | −0.71 |
| SPLK Splunk Inc. | Sold out | 0.00% | −0.37 |
| VIOV Vanguard S&P Small-Cap 600 V | Reduce -31.3% | 0.65% | −0.37 |
| TSLA Tesla Inc. | Reduce -74.5% | 0.07% | −0.36 |
| VIOO Vanguard S&P Small-Cap 600 E | Reduce -18.7% | 0.99% | −0.29 |
| ORCL Oracle Corp. | Reduce -32.7% | 0.65% | −0.22 |
| CLOU Global X Cloud Computing ETF | Reduce -17.4% | 0.54% | −0.19 |
| PHYS Sprott Physical Gold Trust | Reduce -5.5% | 3.87% | −0.19 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -12.0% | 1.03% | −0.15 |
| SNSR Global X Internet of Things | Reduce -17.5% | 0.54% | −0.15 |
| ACWI iShares MSCI Acwi ETF | Reduce -78.1% | 0.04% | −0.14 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -0.9% | 1.82% | −0.14 |
| BOND PIMCO Active Bond Exchange-T | Reduce -14.2% | 0.52% | −0.14 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -12.8% | 0.68% | −0.12 |
| HAP Vaneck Natural Resources ETF | Reduce -8.0% | 0.91% | −0.11 |
| BOTZ Global X Robotics & Artifici | Reduce -18.1% | 0.56% | −0.10 |
| MINT PIMCO Enhanced Short Maturit | Reduce -1.7% | 1.14% | −0.10 |
| IJAN Innovator International Deve | Reduce -1.3% | 1.66% | −0.10 |
| TOTL SS Doubleline TR Tact ETF | Reduce -16.9% | 0.31% | −0.09 |
| EEM iShares MSCI Emerging Market | Reduce -8.1% | 0.39% | −0.06 |
| QAI Nylim HDG MLT-STR TRC ETF-Ui | Reduce -27.4% | 0.12% | −0.05 |
| MOON Direxion Moonshot Innovators | Sold out | 0.00% | −0.05 |
| XBI SS SPDR S&P Biotech ETF | Reduce -2.5% | 1.15% | −0.04 |
| LGLV SPDR US LC Low Vol Idx | Sold out | 0.00% | −0.04 |
| VTRS Viatris Inc. | Reduce -98.5% | 0.00% | −0.03 |
| SCHZ Schwab US Aggregate Bond ETF | Sold out | 0.00% | −0.03 |
| SPEM State Street SP PTF Em ETF | Reduce -0.7% | 0.43% | −0.03 |
| GLD SPDR Gold Shares | Reduce -0.8% | 3.15% | −0.02 |
| EPD Enterprise Products Partners | Reduce -82.2% | 0.00% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -12.2% | 0.09% | −0.02 |
| CHIQ Global X MSCI China Consumer | Reduce -48.6% | 0.02% | −0.02 |
| FTEC Fidelity MSCI Info Tech Indx | Sold out | 0.00% | −0.02 |
| XAR SS SPDR S&P Aerospace Def | Sold out | 0.00% | −0.01 |
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −0.01 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -2.6% | 0.17% | −0.01 |
| OKE Oneok Inc. | Sold out | 0.00% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.7% | 0.65% | −0.01 |
| XLK SS Technology Select Sector | Reduce -8.6% | 0.16% | −0.01 |
| D Dominion Energy Inc. | Reduce -7.8% | 0.11% | −0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -2.3% | 0.29% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Sold out | 0.00% | −0.01 |
| SNOW Snowflake Inc. | Reduce -59.7% | 0.00% | −0.01 |
| KLAC KLA Corp. | Reduce -75.0% | 0.00% | −0.01 |
| MRNS Marinus Pharmaceuticals Inc. | Reduce -65.9% | 0.00% | −0.01 |
| BRZE Braze Inc. Class A | Reduce -71.9% | 0.00% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| SPY SS SPDR S&P 500 ETF Trust-US | Add +79.1% | 3.43% | +1.56 |
| BFEB Innovator U.S. Equity Buffer | New | 1.39% | +1.39 |
| PFEB Innovator U.S. Equity Power | New | 1.20% | +1.20 |
| SCHG Schwab US Large-Cap Growth | Add +103.3% | 2.16% | +1.14 |
| VONV Vanguard Russell 1000 Value | Add +103.8% | 2.12% | +1.09 |
| JMBS Janus Henderson Mortg Backed | Add +64.0% | 2.76% | +0.92 |
| EFA iShares MSCI Eafe ETF | Add +103.4% | 1.81% | +0.91 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +84.8% | 0.47% | +0.22 |
| QUAL iShares MSCI USA Quality Fac | Add +2.0% | 2.77% | +0.16 |
| MSFT Microsoft Corp. | Add +1.3% | 2.62% | +0.13 |
| MU Micron Technology Inc. | Add +661.5% | 0.13% | +0.12 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.7% | 3.36% | +0.11 |
| IWR iShares Russell Mid-Cap ETF | Add +58.3% | 0.31% | +0.11 |
| IWM iShares Russell 2000 ETF | Add +64.8% | 0.30% | +0.11 |
| IJH iShares Core S&P Midcap ETF | Add +2.4% | 2.23% | +0.09 |
| PJAN Innovator U.S. Equity Power | New | 0.08% | +0.08 |
| IWF iShares Russell 1000 Growth | Add +7.7% | 0.59% | +0.06 |
| EFV iShares MSCI Eafe Value ETF | Add +54.9% | 0.18% | +0.06 |
| META Meta Platforms Inc. Class A | Add +1.2% | 0.23% | +0.05 |
| DIS The Walt Disney Co. | Add +1.8% | 0.23% | +0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +8.8% | 0.22% | +0.05 |
| TCAF T Rowe PRC Cap Appreciation | Add +7.4% | 0.44% | +0.04 |
| COIN Coinbase Global Inc. Class A | Add +6.7% | 0.11% | +0.04 |
| SOXX iShares Semiconductor ETF | Add +74.2% | 0.07% | +0.03 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.37% | +0.03 |
| AMZN Amazon.com Inc. | Add +3.0% | 0.23% | +0.03 |
| SMH Vaneck Semiconductor ETF | Add +53.8% | 0.06% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.4% | 1.12% | +0.02 |
| IVE iShares S&P 500 Value ETF | Add +8.7% | 0.30% | +0.02 |
| EOS Eaton Vance Enh Eqt Inc. II | Add +316.7% | 0.03% | +0.02 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +175.6% | 0.03% | +0.02 |
| SCHX Schwab US Large-Cap ETF | Add +4.8% | 0.30% | +0.02 |
| VNLA Janus Henderson Short Durati | New | 0.02% | +0.02 |
| HIGH Simplify Enhanced Income ETF | New | 0.02% | +0.02 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +3.4% | 0.17% | +0.02 |
| EMB iShares JP Morgan Usd Emergi | Add +47.7% | 0.06% | +0.02 |
| PCAR Paccar Inc. | New | 0.02% | +0.02 |
| TOL Toll Brothers Inc. | New | 0.02% | +0.02 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.02% | +0.02 |
| ALAR Alarum Technologies Ltd.-ADR | New | 0.02% | +0.02 |
| MCD McDonald's Corp. | New | 0.01% | +0.01 |
| MRK Merck & Co. Inc. | Add +12.3% | 0.07% | +0.01 |
| COST Costco Wholesale Corp. | New | 0.01% | +0.01 |
| AIQ Global X Art Intel & Tech | Add +42.9% | 0.04% | +0.01 |
| PCOR Procore Technologies Inc. | Add +54.3% | 0.03% | +0.01 |
| NOBL Proshares S&P 500 Dividend A | Add +1.4% | 3.16% | +0.01 |
| ETN Eaton Corp. PLC | Add +168.8% | 0.01% | +0.01 |
| BAH Booz Allen Hamilton Holdings | Add +64.7% | 0.02% | +0.01 |
| COR Cencora Inc. | Add +194.4% | 0.01% | +0.01 |
| AMD Advanced Micro Devices | Add +62.1% | 0.02% | +0.01 |
Options Activity Q4 2023 → Q1 2024
| IWM iShares Russell 2000 ETF | put | Reduce -27.4% | 3,700 | $778K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 105 | $161.0M | SPY, BMAR, SCHG, EFA, QQQ |
| Q1 2026 | 98 | $143.2M | SPY, BMAR, PHYS, EFA, SCHG |
| Q4 2025 | 96 | $145.3M | SPY, BMAR, SCHG, PHYS, EFA |
| Q3 2025 | 92 | $133.1M | SCHG, BMAR, PHYS, EFA, QQQ |
| Q2 2025 | 93 | $122.0M | BMAR, SCHG, EFA, VONV, PHYS |
| Q1 2025 | 83 | $106.1M | BMAR, SCHG, VONV, PHYS, EFA |
| Q4 2024 | 79 | $98.5M | SPY, IVV, SCHG, HD, PHYS |
| Q3 2024 | 583 | $102.2M | SPY, HD, SCHG, PHYS, IVV |
| Q2 2024 | 586 | $93.7M | SPY, SCHG, HD, PHYS, IVV |
| Q1 2024 | 634 | $90.2M | HD, IVV, PHYS, SPY, QQQ |