Macroview Investment Management LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 31, 2025), Macroview Investment Management LLC reported 79 stock positions worth $98.5 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 6.6% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 5.0%) and Schwab US Large-Cap Growth (SCHG, 4.8%). Compared with Q3 2024, it opened 2 new positions, sold out of 506, added to 46 and reduced 20. The biggest buy was Janus Henderson Short Durati (VNLA, shares +10712%) and the biggest sale an exit from Innovator U.S. Equity Power (PFEB).
- Most Recent 13F
- Q2 2026
- Location
- BETHESDA, MD
- CIK
- 0001551727
- Portfolio Value
- $98.5M (Q4 2024)
- SEC Filing
- 0001214659-25-001613 ↗ filed Jan 31, 2025
Holdings Value
Holdings 79 stocks · $98.5M
| SPY SS SPDR S&P 500 ETF Trust-US | 6.57% | 11,041 | $6.5M | Add +0.8% |
| IVV iShares Core S&P 500 ETF | 4.95% | 8,286 | $4.9M | Add +24.1% |
| SCHG Schwab US Large-Cap Growth | 4.76% | 168,305 | $4.7M | Add +0.4% |
| HD Home Depot Inc. | 4.37% | 11,066 | $4.3M | Reduce -0.1% |
| PHYS Sprott Physical Gold Trust | 4.23% | 206,647 | $4.2M | Reduce -0.1% |
| QQQ Invesco QQQ Trust Series 1 | 4.06% | 7,817 | $4.0M | Add +4.8% |
| VONV Vanguard Russell 1000 Value | 3.89% | 47,127 | $3.8M | Add +2.6% |
| GLD SPDR Gold Shares | 3.34% | 13,596 | $3.3M | Reduce -0.9% |
| EFA iShares MSCI Eafe ETF | 3.22% | 41,868 | $3.2M | Reduce -0.0% |
| QUAL iShares MSCI USA Quality Fac | 3.13% | 17,317 | $3.1M | Add +2.9% |
| NOBL Proshares S&P 500 Dividend A | 2.92% | 28,917 | $2.9M | Add +1.9% |
| JAAA Janus Henderson Aaa Clo ETF | 2.61% | 50,668 | $2.6M | Add +55.4% |
| AAPL Apple Inc. | 2.47% | 9,692 | $2.4M | Reduce -0.4% |
| JMBS Janus Henderson Mortg Backed | 2.44% | 54,294 | $2.4M | Reduce -0.8% |
| MSFT Microsoft Corp. | 2.40% | 5,598 | $2.4M | Add +0.3% |
| MINT PIMCO Enhanced Short Maturit | 2.30% | 22,559 | $2.3M | Add +117.9% |
| IJH iShares Core S&P Midcap ETF | 2.17% | 34,326 | $2.1M | Add +2.8% |
| RSP Invesco S&P 500 Equal Weight | 2.07% | 11,643 | $2.0M | Add +4.3% |
| ESGU iShares ESG Aware MSCI USA | 2.04% | 15,607 | $2.0M | Add +0.7% |
| IJR iShares Core S&P Small-Cap E | 2.03% | 17,333 | $2.0M | Add +4.0% |
| VNLA Janus Henderson Short Durati | 1.91% | 38,491 | $1.9M | Add +10712.1% |
| IEFA iShares Core MSCI Eafe ETF | 1.84% | 25,757 | $1.8M | Add +17.9% |
| IJAN Innovator International Deve | 1.44% | 46,822 | $1.4M | Reduce -1.1% |
| BFEB Innovator U.S. Equity Buffer | 1.37% | 31,291 | $1.3M | Reduce -0.8% |
| VTI VG Morningstar TS MKT ETF-US | 1.36% | 4,636 | $1.3M | Add +18.8% |
| IAU iShares Gold Trust | 1.34% | 26,668 | $1.3M | Add +2.8% |
| GFEB FT Vest US Equity Moderate B | 1.25% | 32,963 | $1.2M | Reduce -1.0% |
| POCT Innovator U.S. Equity Power | 1.22% | 30,422 | $1.2M | New |
| VIGI Vanguard Int Div App Indx FD | 1.18% | 14,566 | $1.2M | Add +1.9% |
| GSLC Goldman Activebeta US LC ETF | 1.09% | 9,296 | $1.1M | Add +1.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.89% | 3,113 | $872K | Add +2.6% |
| XBI SS SPDR S&P Biotech ETF | 0.88% | 9,673 | $871K | Add +0.2% |
| ORCL Oracle Corp. | 0.79% | 4,675 | $779K | Add +0.2% |
| VXUS Vanguard Total Intl Stock | 0.77% | 12,844 | $757K | Add +14.8% |
| EFG iShares MSCI Eafe Growth ETF | 0.73% | 7,424 | $719K | Add +2.7% |
| IWF iShares Russell 1000 Growth | 0.64% | 1,576 | $633K | Add +0.1% |
| AXP American Express Co. | 0.63% | 2,100 | $623K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.59% | 2,951 | $578K | Add +0.0% |
| AMZN Amazon.com Inc. | 0.57% | 2,563 | $562K | No change |
| COKE Coca-Cola Consolidated Inc. | 0.55% | 433 | $546K | No change |
| TCAF T Rowe PRC Cap Appreciation | 0.51% | 15,088 | $502K | Add +1.5% |
| BOND PIMCO Active Bond Exchange-T | 0.51% | 5,524 | $499K | Add +2.4% |
| VT Vanguard Tot World STK ETF | 0.49% | 4,086 | $480K | Add +0.7% |
| IWR iShares Russell Mid-Cap ETF | 0.48% | 5,320 | $470K | Reduce -12.1% |
| NVDA Nvidia Corp. | 0.47% | 3,434 | $461K | Add +2.9% |
| GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD | 0.45% | 18,550 | $441K | Add +37.4% |
| IWM iShares Russell 2000 ETF | 0.44% | 1,959 | $433K | Reduce -15.1% |
| HAP Vaneck Natural Resources ETF | 0.44% | 9,454 | $431K | Reduce -16.7% |
| SPEM State Street SP PTF Em ETF | 0.43% | 10,954 | $420K | Add +1.4% |
| ILPT Industrial Logistics Propert | 0.40% | 106,808 | $390K | Reduce -3.5% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.39% | 3,641 | $386K | Reduce -0.7% |
| XOM Exxon Mobil Corp. | 0.39% | 3,552 | $382K | Add +0.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.38% | 5,357 | $369K | No change |
| NVR NVR Inc. | 0.36% | 43 | $352K | No change |
| IVE iShares S&P 500 Value ETF | 0.34% | 1,770 | $338K | Add +5.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.34% | 1,522 | $335K | No change |
| UNP Union Pacific Corp. | 0.34% | 1,462 | $333K | Add +0.6% |
| VEA Vanguard Ftse Developed ETF | 0.33% | 6,780 | $324K | Add +450.8% |
| EEM iShares MSCI Emerging Market | 0.33% | 7,671 | $321K | Reduce -16.5% |
| TOTL SS Doubleline TR Tact ETF | 0.33% | 8,128 | $320K | Add +8.7% |
| INFL Horizon Kinetics Infl Benef | 0.32% | 8,242 | $314K | Reduce -2.2% |
| SCHX Schwab US Large-Cap ETF | 0.32% | 13,409 | $311K | Add +0.2% |
| GOOG Alphabet Inc. Class C | 0.30% | 1,575 | $300K | Add +0.1% |
| VGK Vanguard Ftse Europe ETF | 0.29% | 4,488 | $285K | Add +14.4% |
| CLOU Global X Cloud Computing ETF | 0.28% | 11,515 | $276K | Reduce -6.4% |
| CIBR First Trust Nasdaq Cybersecu | 0.27% | 4,184 | $265K | Reduce -17.5% |
| MS Morgan Stanley | 0.27% | 2,111 | $265K | Add +0.4% |
| META Meta Platforms Inc. Class A | 0.26% | 432 | $253K | Add +0.2% |
| UNH Unitedhealth Group Inc. | 0.26% | 500 | $253K | New |
| VTIP Vanguard Short-Term Tips | 0.26% | 5,210 | $252K | Add +835.4% |
| GOOGL Alphabet Inc. Class A | 0.25% | 1,293 | $245K | Add +4.2% |
| WMT Walmart Inc. | 0.24% | 2,580 | $233K | No change |
| SCHF Schwab Intl Equity ETF | 0.24% | 12,580 | $233K | Add +0.8% |
| GAUG FT Vest US Equity Moderate B | 0.23% | 6,500 | $229K | No change |
| AMP Ameriprise Financial Inc. | 0.23% | 420 | $224K | No change |
| ALL Allstate Corp. | 0.22% | 1,112 | $214K | No change |
| MUB iShares National Muni Bond E | 0.22% | 2,007 | $214K | Reduce -13.9% |
| JPM JPMorgan Chase & Co. | 0.21% | 867 | $208K | No change |
| SNSR Global X Internet of Things | 0.21% | 5,788 | $202K | Reduce -16.0% |
Options reported separately and not counted above: IWM puts ($818K).
Portfolio Sells Q3 2024 → Q4 2024
| PFEB Innovator U.S. Equity Power | Sold out | 0.00% | −1.15 |
| EFV iShares MSCI Eafe Value ETF | Sold out | 0.00% | −0.27 |
| BOTZ Global X Robotics & Artifici | Sold out | 0.00% | −0.23 |
| EFA iShares MSCI Eafe ETF | Reduce -0.0% | 3.22% | −0.21 |
| SAIC Science Applications Inte | Sold out | 0.00% | −0.18 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.18 |
| IJK iShares S&P Mid-Cap 400 Grow | Sold out | 0.00% | −0.17 |
| BNY Bank of New York Mellon Corp. | Sold out | 0.00% | −0.17 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.16 |
| IJJ iShares S&P Mid-Cap 400 Valu | Sold out | 0.00% | −0.16 |
| IJT iShares S&P Small-Cap 600 GR | Sold out | 0.00% | −0.16 |
| VCIT Vanguard Int-Term Corporate | Sold out | 0.00% | −0.15 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −0.15 |
| IJS iShares S&P Small-Cap 600 Va | Sold out | 0.00% | −0.15 |
| HAP Vaneck Natural Resources ETF | Reduce -16.7% | 0.44% | −0.15 |
| MCK McKesson Corp. | Sold out | 0.00% | −0.15 |
| FEZ State Street SPDR Euro Stoxx | Sold out | 0.00% | −0.15 |
| ESGE iShares Inc. iShares ESG Awar | Sold out | 0.00% | −0.14 |
| IUSV iShares Core S&P U.S. Value | Sold out | 0.00% | −0.14 |
| ACWI iShares MSCI Acwi ETF | Sold out | 0.00% | −0.13 |
| HYMB SS SPDR N Ice HY Muni ETF | Sold out | 0.00% | −0.12 |
| ILPT Industrial Logistics Propert | Reduce -3.5% | 0.40% | −0.12 |
| D Dominion Energy Inc. | Sold out | 0.00% | −0.12 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.11 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.11 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.11 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.11 |
| PAVE Global X US Infrastructure | Sold out | 0.00% | −0.11 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.10 |
| USMV iShares MSCI USA Min Vol Fac | Sold out | 0.00% | −0.10 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.10 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.09 |
| IJAN Innovator International Deve | Reduce -1.1% | 1.44% | −0.09 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.09 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.09 |
| EEM iShares MSCI Emerging Market | Reduce -16.5% | 0.33% | −0.09 |
| EMB iShares JP Morgan Usd Emergi | Sold out | 0.00% | −0.09 |
| BUFR FT Vest Lad Buffervetf-Usd I | Sold out | 0.00% | −0.08 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.08 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.08 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.08 |
| PJUL Innovator U.S. Equity Power | Sold out | 0.00% | −0.08 |
| GJUL FT Vest US Equity Moderate B | Sold out | 0.00% | −0.08 |
| SCHM Schwab US Mid Cap ETF | Sold out | 0.00% | −0.08 |
| PJAN Innovator U.S. Equity Power | Sold out | 0.00% | −0.08 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.07 |
| DWLD Davis Select Worldwide ETF | Sold out | 0.00% | −0.07 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.07 |
| AIG American International Group | Sold out | 0.00% | −0.07 |
Portfolio Buys Q3 2024 → Q4 2024
| VNLA Janus Henderson Short Durati | Add +10712.1% | 1.91% | +1.90 |
| MINT PIMCO Enhanced Short Maturit | Add +117.9% | 2.30% | +1.28 |
| POCT Innovator U.S. Equity Power | New | 1.22% | +1.22 |
| IVV iShares Core S&P 500 ETF | Add +24.1% | 4.95% | +1.18 |
| JAAA Janus Henderson Aaa Clo ETF | Add +55.4% | 2.61% | +0.99 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.8% | 4.06% | +0.50 |
| SCHG Schwab US Large-Cap Growth | Add +0.4% | 4.76% | +0.49 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.8% | 6.57% | +0.42 |
| VTI VG Morningstar TS MKT ETF-US | Add +18.8% | 1.36% | +0.28 |
| VEA Vanguard Ftse Developed ETF | Add +450.8% | 0.33% | +0.27 |
| UNH Unitedhealth Group Inc. | New | 0.26% | +0.26 |
| VTIP Vanguard Short-Term Tips | Add +835.4% | 0.26% | +0.23 |
| GDS GDS Holdings Ltd. - ADR | Add +37.4% | 0.45% | +0.18 |
| QUAL iShares MSCI USA Quality Fac | Add +2.9% | 3.13% | +0.18 |
| IEFA iShares Core MSCI Eafe ETF | Add +17.9% | 1.84% | +0.17 |
| VONV Vanguard Russell 1000 Value | Add +2.6% | 3.89% | +0.14 |
| IJH iShares Core S&P Midcap ETF | Add +2.8% | 2.17% | +0.14 |
| ESGU iShares ESG Aware MSCI USA | Add +0.7% | 2.04% | +0.13 |
| IJR iShares Core S&P Small-Cap E | Add +4.0% | 2.03% | +0.12 |
| RSP Invesco S&P 500 Equal Weight | Add +4.3% | 2.07% | +0.11 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +2.6% | 0.89% | +0.09 |
| IAU iShares Gold Trust | Add +2.8% | 1.34% | +0.08 |
| GSLC Goldman Activebeta US LC ETF | Add +1.2% | 1.09% | +0.07 |
| NVDA Nvidia Corp. | Add +2.9% | 0.47% | +0.07 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.64% | +0.06 |
| VXUS Vanguard Total Intl Stock | Add +14.8% | 0.77% | +0.06 |
| MS Morgan Stanley | Add +0.4% | 0.27% | +0.06 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.30% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +4.2% | 0.25% | +0.05 |
| MSFT Microsoft Corp. | Add +0.3% | 2.40% | +0.05 |
| TCAF T Rowe PRC Cap Appreciation | Add +1.5% | 0.51% | +0.03 |
| TOTL SS Doubleline TR Tact ETF | Add +8.7% | 0.33% | +0.02 |
| IVE iShares S&P 500 Value ETF | Add +5.7% | 0.34% | +0.02 |
| SCHX Schwab US Large-Cap ETF | Add +0.2% | 0.32% | +0.02 |
| VGK Vanguard Ftse Europe ETF | Add +14.4% | 0.29% | +0.02 |
| META Meta Platforms Inc. Class A | Add +0.2% | 0.26% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +0.0% | 0.59% | +0.02 |
| ORCL Oracle Corp. | Add +0.2% | 0.79% | +0.01 |
| VT Vanguard Tot World STK ETF | Add +0.7% | 0.49% | +0.01 |
| BOND PIMCO Active Bond Exchange-T | Add +2.4% | 0.51% | +0.01 |
| SPEM State Street SP PTF Em ETF | Add +1.4% | 0.43% | −0.01 |
| UNP Union Pacific Corp. | Add +0.6% | 0.34% | −0.01 |
| SCHF Schwab Intl Equity ETF | Add +0.8% | 0.24% | −0.01 |
| XOM Exxon Mobil Corp. | Add +0.5% | 0.39% | −0.02 |
| EFG iShares MSCI Eafe Growth ETF | Add +2.7% | 0.73% | −0.03 |
| NOBL Proshares S&P 500 Dividend A | Add +1.9% | 2.92% | −0.04 |
| XBI SS SPDR S&P Biotech ETF | Add +0.2% | 0.88% | −0.05 |
| VIGI Vanguard Int Div App Indx FD | Add +1.9% | 1.18% | −0.05 |
Options Activity Q3 2024 → Q4 2024
| IWM iShares Russell 2000 ETF | put | Add +428.6% | 3,700 | $818K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q3 2024 → Q4 2024
| IDRV iShares Self-Driving Ev&tech | SELF DRIVNG EV | Sold out | 0 | $10before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages 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 |