Macroview Investment Management LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 23, 2024), Macroview Investment Management LLC reported 586 stock positions worth $93.7 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 5.9% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 4.3%) and Home Depot (HD, 4.1%). Compared with Q1 2024, it opened 82 new positions, sold out of 131, added to 142 and reduced 113. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +72%) and the biggest sale Invesco S&P 500 Equal Weight (RSPG, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- BETHESDA, MD
- CIK
- 0001551727
- Portfolio Value
- $93.7M (Q2 2024)
- SEC Filing
- 0001214659-24-012832 ↗ filed Jul 23, 2024
Holdings Value
Holdings 586 stocks · $93.7M
| SPY SS SPDR S&P 500 ETF Trust-US | 5.92% | 10,189 | $5.5M | Add +72.4% |
| SCHG Schwab US Large-Cap Growth | 4.25% | 39,498 | $4.0M | Add +88.2% |
| HD Home Depot Inc. | 4.06% | 11,046 | $3.8M | No change |
| PHYS Sprott Physical Gold Trust | 3.98% | 206,651 | $3.7M | Add +2.4% |
| IVV iShares Core S&P 500 ETF | 3.79% | 6,490 | $3.6M | Reduce -3.2% |
| QQQ Invesco QQQ Trust Series 1 | 3.70% | 7,235 | $3.5M | Add +6.0% |
| VONV Vanguard Russell 1000 Value | 3.64% | 44,536 | $3.4M | Add +82.8% |
| EFA iShares MSCI Eafe ETF | 3.26% | 38,970 | $3.1M | Add +90.4% |
| GLD SPDR Gold Shares | 3.11% | 13,531 | $2.9M | Reduce -2.1% |
| QUAL iShares MSCI USA Quality Fac | 2.92% | 16,021 | $2.7M | Add +5.4% |
| NOBL Proshares S&P 500 Dividend A | 2.89% | 28,153 | $2.7M | Add +0.1% |
| MSFT Microsoft Corp. | 2.68% | 5,621 | $2.5M | Add +0.2% |
| JMBS Janus Henderson Mortg Backed | 2.60% | 54,528 | $2.4M | Reduce -1.2% |
| AAPL Apple Inc. | 2.17% | 9,649 | $2.0M | Add +6.9% |
| IJH iShares Core S&P Midcap ETF | 2.08% | 33,332 | $2.0M | Add +0.6% |
| ESGU iShares ESG Aware MSCI USA | 2.08% | 16,332 | $1.9M | Reduce -22.6% |
| IJR iShares Core S&P Small-Cap E | 1.88% | 16,467 | $1.8M | Add +0.4% |
| RSP Invesco S&P 500 Equal Weight | 1.88% | 10,690 | $1.8M | Add +1229.6% |
| JAAA Janus Henderson Aaa Clo ETF | 1.78% | 32,701 | $1.7M | Add +1.0% |
| IEFA iShares Core MSCI Eafe ETF | 1.71% | 22,041 | $1.6M | Reduce -28.9% |
| IJAN Innovator International Deve | 1.60% | 47,591 | $1.5M | Reduce -0.5% |
| BFEB Innovator U.S. Equity Buffer | 1.34% | 30,938 | $1.3M | Reduce -2.8% |
| GFEB FT Vest US Equity Moderate B | 1.24% | 32,897 | $1.2M | Add +2.2% |
| PFEB Innovator U.S. Equity Power | 1.20% | 32,103 | $1.1M | Add +1.0% |
| VIGI Vanguard Int Div App Indx FD | 1.20% | 13,867 | $1.1M | Add +2.2% |
| IAU iShares Gold Trust | 1.18% | 25,112 | $1.1M | Reduce -0.7% |
| VTI VG Morningstar TS MKT ETF-US | 1.11% | 3,889 | $1.0M | Reduce -0.1% |
| MINT PIMCO Enhanced Short Maturit | 1.11% | 10,315 | $1.0M | Add +0.8% |
| GSLC Goldman Activebeta US LC ETF | 1.05% | 9,167 | $980K | Add +0.2% |
| XBI SS SPDR S&P Biotech ETF | 1.00% | 10,071 | $934K | Reduce -7.7% |
| EFG iShares MSCI Eafe Growth ETF | 0.87% | 8,003 | $819K | Reduce -11.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.78% | 2,909 | $728K | Add +77.3% |
| VXUS Vanguard Total Intl Stock | 0.72% | 11,144 | $672K | Add +0.8% |
| ORCL Oracle Corp. | 0.70% | 4,651 | $657K | Add +0.3% |
| HAP Vaneck Natural Resources ETF | 0.62% | 11,630 | $581K | Reduce -28.2% |
| IWF iShares Russell 1000 Growth | 0.61% | 1,573 | $573K | Add +0.1% |
| VIG Vanguard Dividend Apprec ETF | 0.58% | 2,951 | $539K | Reduce -7.4% |
| AXP American Express Co. | 0.52% | 2,100 | $486K | Reduce -0.6% |
| BOND PIMCO Active Bond Exchange-T | 0.51% | 5,193 | $473K | Add +1.0% |
| COKE Coca-Cola Consolidated Inc. | 0.50% | 433 | $470K | No change |
| VT Vanguard Tot World STK ETF | 0.49% | 4,041 | $455K | Add +0.5% |
| TCAF T Rowe PRC Cap Appreciation | 0.49% | 14,465 | $454K | Add +10.9% |
| IWR iShares Russell Mid-Cap ETF | 0.48% | 5,541 | $449K | Add +68.6% |
| IWM iShares Russell 2000 ETF | 0.46% | 2,109 | $428K | Add +63.6% |
| SPEM State Street SP PTF Em ETF | 0.44% | 10,863 | $409K | Add +1.1% |
| XOM Exxon Mobil Corp. | 0.43% | 3,518 | $405K | Add +1.2% |
| EEM iShares MSCI Emerging Market | 0.43% | 9,426 | $401K | Add +10.1% |
| NVDA Nvidia Corp. | 0.43% | 3,223 | $398K | Add +78.1% |
| INFL Horizon Kinetics Infl Benef | 0.42% | 12,076 | $395K | Reduce -74.5% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.42% | 3,965 | $389K | Reduce -55.1% |
| AMZN Amazon.com Inc. | 0.38% | 1,843 | $356K | Add +60.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.37% | 5,357 | $343K | Reduce -7.1% |
| UNP Union Pacific Corp. | 0.35% | 1,446 | $327K | Add +0.6% |
| NVR NVR Inc. | 0.35% | 43 | $326K | No change |
| CIBR First Trust Nasdaq Cybersecu | 0.32% | 5,335 | $301K | Reduce -51.0% |
| GOOG Alphabet Inc. Class C | 0.31% | 1,572 | $288K | Reduce -8.1% |
| CLOU Global X Cloud Computing ETF | 0.31% | 14,638 | $288K | Reduce -34.0% |
| IVE iShares S&P 500 Value ETF | 0.30% | 1,548 | $282K | Add +7.3% |
| SCHX Schwab US Large-Cap ETF | 0.30% | 4,382 | $282K | Add +0.9% |
| TOTL SS Doubleline TR Tact ETF | 0.30% | 7,085 | $281K | Add +1.1% |
| BOTZ Global X Robotics & Artifici | 0.29% | 8,905 | $275K | Reduce -44.0% |
| SNSR Global X Internet of Things | 0.29% | 7,546 | $271K | Reduce -43.6% |
| EFV iShares MSCI Eafe Value ETF | 0.29% | 5,046 | $268K | Add +72.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.28% | 1,522 | $263K | Reduce -12.5% |
| VGK Vanguard Ftse Europe ETF | 0.28% | 3,915 | $261K | Add +1.2% |
| MUB iShares National Muni Bond E | 0.27% | 2,373 | $253K | Reduce -51.1% |
| SCHF Schwab Intl Equity ETF | 0.26% | 6,262 | $241K | Reduce -8.1% |
| GNOV FT Vest US Equity Moderate B | 0.23% | 6,500 | $220K | No change |
| GOOGL Alphabet Inc. Class A | 0.23% | 1,187 | $216K | Add +1.2% |
| META Meta Platforms Inc. Class A | 0.23% | 419 | $211K | Reduce -3.5% |
| MS Morgan Stanley | 0.22% | 2,092 | $203K | Add +0.5% |
| VNQ Vanguard Real Estate ETF | 0.20% | 2,249 | $188K | Add +0.9% |
| AMP Ameriprise Financial Inc. | 0.19% | 420 | $179K | No change |
| ALL Allstate Corp. | 0.19% | 1,112 | $178K | No change |
| MCK McKesson Corp. | 0.19% | 303 | $177K | No change |
| JPM JPMorgan Chase & Co. | 0.18% | 855 | $173K | Add +1.5% |
| WMT Walmart Inc. | 0.18% | 2,552 | $173K | Add +5.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 1,687 | $168K | No change |
| SAIC Science Applications Inte | 0.17% | 1,344 | $158K | New |
| IJK iShares S&P Mid-Cap 400 Grow | 0.17% | 1,764 | $155K | Add +2.6% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.16% | 1,319 | $150K | Add +3.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 362 | $147K | No change |
| VCIT Vanguard Int-Term Corporate | 0.15% | 1,813 | $145K | Add +1.7% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.15% | 2,400 | $144K | No change |
| GS Goldman Sachs Group Inc. | 0.15% | 315 | $143K | No change |
| FEZ State Street SPDR Euro Stoxx | 0.15% | 2,800 | $140K | Add +2.1% |
| ESGE iShares Inc. iShares ESG Awar | 0.15% | 4,171 | $140K | Reduce -5.8% |
| EA Electronic Arts Inc. | 0.15% | 1,000 | $139K | Reduce -1.4% |
| IJT iShares S&P Small-Cap 600 GR | 0.15% | 1,083 | $139K | Add +4.2% |
| ACWI iShares MSCI Acwi ETF | 0.14% | 1,150 | $129K | Add +257.1% |
| IJS iShares S&P Small-Cap 600 Va | 0.14% | 1,312 | $128K | Add +3.4% |
| IUSV iShares Core S&P U.S. Value | 0.14% | 1,443 | $127K | Add +0.5% |
| QCOM Qualcomm Inc. | 0.13% | 600 | $119K | Add +10.5% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.13% | 4,674 | $119K | Reduce -21.5% |
| HON Honeywell International Inc. | 0.12% | 546 | $117K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.12% | 1,483 | $115K | Add +46.3% |
| JEPI JPMorgan Equity Premium Inco | 0.12% | 2,000 | $113K | Reduce -47.1% |
| CVX Chevron Corp. | 0.11% | 670 | $105K | Reduce -1.2% |
| D Dominion Energy Inc. | 0.11% | 2,051 | $100K | No change |
| WFC Wells Fargo & Co. | 0.10% | 1,635 | $97K | Add +9.0% |
Options reported separately and not counted above: IWM puts ($751K).
Portfolio Sells Q1 2024 → Q2 2024
| RSPG Invesco S&P 500 Equal Weight | Reduce -98.7% | 0.02% | −1.80 |
| INFL Horizon Kinetics Infl Benef | Reduce -74.5% | 0.42% | −1.29 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -28.9% | 1.71% | −0.84 |
| ESGU iShares ESG Aware MSCI USA | Reduce -22.6% | 2.08% | −0.61 |
| VIOO Vanguard S&P Small-Cap 600 E | Reduce -55.1% | 0.42% | −0.58 |
| VIOV Vanguard S&P Small-Cap 600 V | Reduce -84.4% | 0.09% | −0.56 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -51.0% | 0.32% | −0.36 |
| MUB iShares National Muni Bond E | Reduce -51.1% | 0.27% | −0.31 |
| HAP Vaneck Natural Resources ETF | Reduce -28.2% | 0.62% | −0.29 |
| BOTZ Global X Robotics & Artifici | Reduce -44.0% | 0.29% | −0.27 |
| ATI Ati Inc. | Sold out | 0.00% | −0.26 |
| SNSR Global X Internet of Things | Reduce -43.6% | 0.29% | −0.25 |
| CLOU Global X Cloud Computing ETF | Reduce -34.0% | 0.31% | −0.23 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -11.0% | 0.87% | −0.16 |
| JMBS Janus Henderson Mortg Backed | Reduce -1.2% | 2.60% | −0.16 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -98.0% | 0.00% | −0.15 |
| XBI SS SPDR S&P Biotech ETF | Reduce -7.7% | 1.00% | −0.15 |
| VYM Vanguard High DVD Yield ETF | Reduce -55.8% | 0.10% | −0.14 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -61.0% | 0.10% | −0.12 |
| JEPI JPMorgan Equity Premium Inco | Reduce -47.1% | 0.12% | −0.12 |
| IVV iShares Core S&P 500 ETF | Reduce -3.2% | 3.79% | −0.12 |
| MU Micron Technology Inc. | Reduce -83.8% | 0.02% | −0.11 |
| NBXG Neuberger Next Generation Co. | Sold out | 0.00% | −0.10 |
| TFLO iShares Treasury Floating Ra | Sold out | 0.00% | −0.10 |
| JPST JPMorgan Ultra-Short Income | Sold out | 0.00% | −0.09 |
| IBM Intl Business Machines Corp. | Reduce -12.5% | 0.28% | −0.09 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.08 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -87.9% | 0.01% | −0.08 |
| VEA Vanguard Ftse Developed ETF | Reduce -81.0% | 0.02% | −0.08 |
| VIG Vanguard Dividend Apprec ETF | Reduce -7.4% | 0.58% | −0.07 |
| XLK SS Technology Select Sector | Reduce -45.7% | 0.09% | −0.07 |
| IJAN Innovator International Deve | Reduce -0.5% | 1.60% | −0.06 |
| QAI Nylim HDG MLT-STR TRC ETF-Ui | Reduce -46.4% | 0.06% | −0.06 |
| PULS Pgim Ultra Short Bond ETF | Sold out | 0.00% | −0.06 |
| GLD SPDR Gold Shares | Reduce -2.1% | 3.11% | −0.05 |
| IYR iShares US Real Estate ETF | Reduce -43.7% | 0.05% | −0.05 |
| WTPI Wisdomtree Equity Premium Inc. | Sold out | 0.00% | −0.05 |
| VWO Vanguard Ftse Emerging Marke | Reduce -56.2% | 0.03% | −0.04 |
| BFEB Innovator U.S. Equity Buffer | Reduce -2.8% | 1.34% | −0.04 |
| CRM Salesforce Inc. | Reduce -71.4% | 0.01% | −0.04 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -21.5% | 0.13% | −0.04 |
| OUNZ Vaneck Merk Gold ETF | Sold out | 0.00% | −0.04 |
| AMZA Infracap MLP ETF | Sold out | 0.00% | −0.04 |
| SCHF Schwab Intl Equity ETF | Reduce -8.1% | 0.26% | −0.04 |
| PAGP Plains GP Holdings LP | Sold out | 0.00% | −0.04 |
| RITM Rithm Capital Corp. | Sold out | 0.00% | −0.03 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Sold out | 0.00% | −0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -7.1% | 0.37% | −0.03 |
| RSPF Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.03 |
| WCLD Wisdomtree Cloud Computing | Sold out | 0.00% | −0.02 |
Portfolio Buys Q1 2024 → Q2 2024
| SPY SS SPDR S&P 500 ETF Trust-US | Add +72.4% | 5.92% | +2.49 |
| SCHG Schwab US Large-Cap Growth | Add +88.2% | 4.25% | +2.09 |
| RSP Invesco S&P 500 Equal Weight | Add +1229.6% | 1.88% | +1.72 |
| VONV Vanguard Russell 1000 Value | Add +82.8% | 3.64% | +1.52 |
| EFA iShares MSCI Eafe ETF | Add +90.4% | 3.26% | +1.45 |
| AAPL Apple Inc. | Add +6.9% | 2.17% | +0.45 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.0% | 3.70% | +0.34 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +77.3% | 0.78% | +0.30 |
| NVDA Nvidia Corp. | Add +78.1% | 0.43% | +0.24 |
| IWR iShares Russell Mid-Cap ETF | Add +68.6% | 0.48% | +0.17 |
| SAIC Science Applications Inte | New | 0.17% | +0.17 |
| IWM iShares Russell 2000 ETF | Add +63.6% | 0.46% | +0.16 |
| QUAL iShares MSCI USA Quality Fac | Add +5.4% | 2.92% | +0.15 |
| AMZN Amazon.com Inc. | Add +60.4% | 0.38% | +0.15 |
| PHYS Sprott Physical Gold Trust | Add +2.4% | 3.98% | +0.11 |
| EFV iShares MSCI Eafe Value ETF | Add +72.5% | 0.29% | +0.11 |
| ACWI iShares MSCI Acwi ETF | Add +257.1% | 0.14% | +0.10 |
| DWLD Davis Select Worldwide ETF | New | 0.07% | +0.07 |
| MSFT Microsoft Corp. | Add +0.2% | 2.68% | +0.07 |
| GJUN FT Vest US Equity Moderate B | New | 0.06% | +0.06 |
| ORCL Oracle Corp. | Add +0.3% | 0.70% | +0.06 |
| MCD McDonald's Corp. | Add +433.3% | 0.07% | +0.05 |
| TCAF T Rowe PRC Cap Appreciation | Add +10.9% | 0.49% | +0.05 |
| SMOG Vaneck Low Carbon Energy ETF | New | 0.04% | +0.04 |
| EEM iShares MSCI Emerging Market | Add +10.1% | 0.43% | +0.04 |
| EMB iShares JP Morgan Usd Emergi | Add +68.5% | 0.10% | +0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +46.3% | 0.12% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +1.2% | 0.23% | +0.03 |
| HASI Ha Sustainable Infrastructur | New | 0.03% | +0.03 |
| BLBD Blue Bird Corp. | New | 0.03% | +0.03 |
| PAPR Innovator U.S. Equity Power | New | 0.03% | +0.03 |
| TSLA Tesla Inc. | Add +27.2% | 0.10% | +0.03 |
| QCOM Qualcomm Inc. | Add +10.5% | 0.13% | +0.03 |
| UNH Unitedhealth Group Inc. | Add +671.4% | 0.03% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.61% | +0.03 |
| WMT Walmart Inc. | Add +5.3% | 0.18% | +0.02 |
| SMH Vaneck Semiconductor ETF | Add +21.5% | 0.08% | +0.02 |
| SOXX iShares Semiconductor ETF | Add +17.7% | 0.09% | +0.02 |
| GFEB FT Vest US Equity Moderate B | Add +2.2% | 1.24% | +0.02 |
| ANF Abercrombie & Fitch Co. Class A | New | 0.01% | +0.01 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +39.5% | 0.05% | +0.01 |
| KNTK Kinetik Holdings Inc. | New | 0.01% | +0.01 |
| PMAY Innovator U.S. Equity Power | New | 0.01% | +0.01 |
| ITA iShares U.S. Aerospace & Def | Add +133.3% | 0.02% | +0.01 |
| ARDX Ardelyx Inc. | New | 0.01% | +0.01 |
| OSK Oshkosh Corp. | Add +366.7% | 0.01% | +0.01 |
| SNAP Snap Inc. Class A | Add +1048.0% | 0.01% | +0.01 |
| LMAT Lemaitre Vascular Inc. | Add +230.2% | 0.01% | +0.01 |
| BKR Baker Hughes Co. | New | 0.01% | +0.01 |
| NTRS Northern Trust Corp. | New | 0.01% | +0.01 |
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 |