Macroview Investment Management LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 29, 2025), Macroview Investment Management LLC reported 83 stock positions worth $106.1 million. Its top holding was Innovator U.S. Equity Buffer (BMAR) at 6.0% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 4.8%) and Vanguard Russell 1000 Value (VONV, 4.7%). Compared with Q4 2024, it opened 9 new positions, sold out of 5, added to 40 and reduced 28. The biggest buy was a new position in Innovator U.S. Equity Buffer (BMAR) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −62%).

Most Recent 13F
Q2 2026
Location
BETHESDA, MD
CIK
0001551727
Portfolio Value
$106.1M (Q1 2025)
SEC Filing
0001214659-25-006521 ↗ filed Apr 29, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $90.2M Q1 2024 Q2 2024: $93.7M Q2 2024 Q3 2024: $102.2M Q3 2024 Q4 2024: $98.5M Q4 2024 Q1 2025: $106.1M $106.1M Q1 2025 Q2 2025: $122.0M Q2 2025 Q3 2025: $133.1M Q3 2025 Q4 2025: $145.3M Q4 2025 Q1 2026: $143.2M Q1 2026 Q2 2026: $161.0M Q2 2026

Holdings 83 stocks · $106.1M

BMAR Innovator U.S. Equity Buffer 5.99% 139,724 $6.4M New
SCHG Schwab US Large-Cap Growth 4.80% 203,424 $5.1M Add +20.9%
VONV Vanguard Russell 1000 Value 4.67% 60,060 $5.0M Add +27.4%
PHYS Sprott Physical Gold Trust 4.64% 204,882 $4.9M Reduce -0.8%
EFA iShares MSCI Eafe ETF 4.44% 57,677 $4.7M Add +37.8%
HD Home Depot Inc. 3.82% 11,076 $4.1M Add +0.1%
GLD SPDR Gold Shares 3.79% 13,964 $4.0M Add +2.7%
IVV iShares Core S&P 500 ETF 3.58% 6,771 $3.8M Reduce -18.3%
QQQ Invesco QQQ Trust Series 1 3.54% 8,020 $3.8M Add +2.6%
QUAL iShares MSCI USA Quality Fac 2.87% 17,844 $3.0M Add +3.0%
JAAA Janus Henderson Aaa Clo ETF 2.53% 52,992 $2.7M Add +4.6%
AAPL Apple Inc. 2.52% 12,022 $2.7M Add +24.0%
JMBS Janus Henderson Mortg Backed 2.31% 54,258 $2.5M Reduce -0.1%
MINT PIMCO Enhanced Short Maturit 2.26% 23,791 $2.4M Add +5.5%
SPY SS SPDR S&P 500 ETF Trust-US 2.22% 4,215 $2.4M Reduce -61.8%
MSFT Microsoft Corp. 2.10% 5,941 $2.2M Add +6.1%
NOBL Proshares S&P 500 Dividend A 2.04% 21,185 $2.2M Reduce -26.7%
IJH iShares Core S&P Midcap ETF 2.01% 36,609 $2.1M Add +6.7%
VNLA Janus Henderson Short Durati 1.90% 40,999 $2.0M Add +6.5%
IJR iShares Core S&P Small-Cap E 1.77% 17,932 $1.9M Add +3.5%
IEFA iShares Core MSCI Eafe ETF 1.75% 24,601 $1.9M Reduce -4.5%
ESGU iShares ESG Aware MSCI USA 1.65% 14,334 $1.7M Reduce -8.2%
RSP Invesco S&P 500 Equal Weight 1.57% 9,627 $1.7M Reduce -17.3%
IAU iShares Gold Trust 1.43% 25,759 $1.5M Reduce -3.4%
IJAN Innovator International Deve 1.42% 47,032 $1.5M Add +0.5%
VTIP Vanguard Short-Term Tips 1.22% 25,938 $1.3M Add +397.9%
XLF SS Financial Select Sector 1.21% 25,799 $1.3M New
BJAN Innovator U.S. Equity Buffer 1.21% 27,435 $1.3M New
GFEB FT Vest US Equity Moderate B 1.14% 32,903 $1.2M Reduce -0.2%
PMAR Innovator U.S. Equity Power 1.14% 30,285 $1.2M New
POCT Innovator U.S. Equity Power 1.13% 30,885 $1.2M Add +1.5%
VIGI Vanguard Int Div App Indx FD 1.13% 14,400 $1.2M Reduce -1.1%
VTI VG Morningstar TS MKT ETF-US 1.05% 4,066 $1.1M Reduce -12.3%
GSLC Goldman Activebeta US LC ETF 0.96% 9,297 $1.0M Add +0.0%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.95% 3,987 $1.0M Add +28.1%
VXUS Vanguard Total Intl Stock 0.83% 14,123 $877K Add +10.0%
LMT Lockheed Martin Corp. 0.72% 1,710 $764K New
EFG iShares MSCI Eafe Growth ETF 0.64% 6,805 $680K Reduce -8.3%
ORCL Oracle Corp. 0.62% 4,743 $663K Add +1.4%
COKE Coca-Cola Consolidated Inc. 0.55% 433 $585K No change
IWF iShares Russell 1000 Growth 0.54% 1,578 $570K Add +0.1%
AXP American Express Co. 0.53% 2,100 $565K No change
VIG Vanguard Dividend Apprec ETF 0.53% 2,907 $564K Reduce -1.5%
VEA Vanguard Ftse Developed ETF 0.51% 10,714 $545K Add +58.0%
XOM Exxon Mobil Corp. 0.50% 4,457 $530K Add +25.5%
TCAF T Rowe PRC Cap Appreciation 0.49% 16,200 $523K Add +7.4%
BOND PIMCO Active Bond Exchange-T 0.48% 5,518 $510K Reduce -0.1%
VT Vanguard Tot World STK ETF 0.45% 4,100 $475K Add +0.3%
GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD 0.44% 18,550 $470K No change
IWR iShares Russell Mid-Cap ETF 0.42% 5,278 $449K Reduce -0.8%
SPEM State Street SP PTF Em ETF 0.39% 10,518 $414K Reduce -4.0%
VIOO Vanguard S&P Small-Cap 600 E 0.38% 4,166 $402K Add +14.4%
NVDA Nvidia Corp. 0.37% 3,667 $397K Add +6.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.37% 1,565 $389K Add +2.8%
GOOGL Alphabet Inc. Class A 0.33% 2,288 $354K Add +77.0%
SPYM Ste STR SPDR PT S&P 500 ETF 0.33% 5,357 $352K No change
AMZN Amazon.com Inc. 0.33% 1,850 $352K Reduce -27.8%
UNP Union Pacific Corp. 0.33% 1,479 $349K Add +1.2%
IVE iShares S&P 500 Value ETF 0.31% 1,746 $333K Reduce -1.4%
TOTL SS Doubleline TR Tact ETF 0.31% 8,156 $329K Add +0.3%
BABA Alibaba Group Holding-SP ADR 0.31% 2,450 $324K New
INFL Horizon Kinetics Infl Benef 0.30% 7,868 $320K Reduce -4.5%
NVR NVR Inc. 0.29% 43 $312K No change
IWM iShares Russell 2000 ETF 0.28% 1,470 $293K Reduce -25.0%
SCHX Schwab US Large-Cap ETF 0.28% 13,220 $292K Reduce -1.4%
HAP Vaneck Natural Resources ETF 0.27% 5,675 $283K Reduce -40.0%
VGK Vanguard Ftse Europe ETF 0.26% 3,970 $279K Reduce -11.5%
GOOG Alphabet Inc. Class C 0.26% 1,766 $276K Add +12.1%
UNH Unitedhealth Group Inc. 0.25% 508 $266K Add +1.6%
META Meta Platforms Inc. Class A 0.25% 458 $264K Add +6.0%
MS Morgan Stanley 0.23% 2,136 $249K Add +1.2%
SCHF Schwab Intl Equity ETF 0.23% 12,402 $245K Reduce -1.4%
JPM JPMorgan Chase & Co. 0.23% 996 $244K Add +14.9%
ALL Allstate Corp. 0.22% 1,141 $236K Add +2.6%
CLOU Global X Cloud Computing ETF 0.22% 11,141 $234K Reduce -3.3%
WMT Walmart Inc. 0.22% 2,662 $234K Add +3.2%
XBI SS SPDR S&P Biotech ETF 0.22% 2,862 $232K Reduce -70.4%
GAUG FT Vest US Equity Moderate B 0.21% 6,500 $226K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.20% 2,550 $214K New
BRK.B Berkshire Hathaway Inc. Class B 0.20% 393 $209K New
MCK McKesson Corp. 0.20% 309 $208K New
EEM iShares MSCI Emerging Market 0.19% 4,700 $205K Reduce -38.7%
AMP Ameriprise Financial Inc. 0.19% 423 $205K Add +0.7%

Options reported separately and not counted above: IWM puts ($818K).

Portfolio Sells Q4 2024 → Q1 2025

SPY SS SPDR S&P 500 ETF Trust-US Reduce -61.8% 2.22% −4.35
IVV iShares Core S&P 500 ETF Reduce -18.3% 3.58% −1.37
BFEB Innovator U.S. Equity Buffer Sold out 0.00% −1.37
NOBL Proshares S&P 500 Dividend A Reduce -26.7% 2.04% −0.88
XBI SS SPDR S&P Biotech ETF Reduce -70.4% 0.22% −0.67
RSP Invesco S&P 500 Equal Weight Reduce -17.3% 1.57% −0.50
ILPT Industrial Logistics Propert Sold out 0.00% −0.40
ESGU iShares ESG Aware MSCI USA Reduce -8.2% 1.65% −0.40
VTI VG Morningstar TS MKT ETF-US Reduce -12.3% 1.05% −0.31
CIBR First Trust Nasdaq Cybersecu Sold out 0.00% −0.27
AMZN Amazon.com Inc. Reduce -27.8% 0.33% −0.24
MUB iShares National Muni Bond E Sold out 0.00% −0.22
SNSR Global X Internet of Things Sold out 0.00% −0.21
HAP Vaneck Natural Resources ETF Reduce -40.0% 0.27% −0.17
IWM iShares Russell 2000 ETF Reduce -25.0% 0.28% −0.16
EEM iShares MSCI Emerging Market Reduce -38.7% 0.19% −0.13
JMBS Janus Henderson Mortg Backed Reduce -0.1% 2.31% −0.13
GFEB FT Vest US Equity Moderate B Reduce -0.2% 1.14% −0.11
EFG iShares MSCI Eafe Growth ETF Reduce -8.3% 0.64% −0.09
IEFA iShares Core MSCI Eafe ETF Reduce -4.5% 1.75% −0.09
CLOU Global X Cloud Computing ETF Reduce -3.3% 0.22% −0.06
VIGI Vanguard Int Div App Indx FD Reduce -1.1% 1.13% −0.06
VIG Vanguard Dividend Apprec ETF Reduce -1.5% 0.53% −0.06
IWR iShares Russell Mid-Cap ETF Reduce -0.8% 0.42% −0.05
SCHX Schwab US Large-Cap ETF Reduce -1.4% 0.28% −0.04
SPEM State Street SP PTF Em ETF Reduce -4.0% 0.39% −0.04
IVE iShares S&P 500 Value ETF Reduce -1.4% 0.31% −0.03
BOND PIMCO Active Bond Exchange-T Reduce -0.1% 0.48% −0.03
VGK Vanguard Ftse Europe ETF Reduce -11.5% 0.26% −0.03
INFL Horizon Kinetics Infl Benef Reduce -4.5% 0.30% −0.02
SCHF Schwab Intl Equity ETF Reduce -1.4% 0.23% −0.01
IAU iShares Gold Trust Reduce -3.4% 1.43% +0.09
PHYS Sprott Physical Gold Trust Reduce -0.8% 4.64% +0.42

Portfolio Buys Q4 2024 → Q1 2025

BMAR Innovator U.S. Equity Buffer New 5.99% +5.99
EFA iShares MSCI Eafe ETF Add +37.8% 4.44% +1.23
XLF SS Financial Select Sector New 1.21% +1.21
BJAN Innovator U.S. Equity Buffer New 1.21% +1.21
PMAR Innovator U.S. Equity Power New 1.14% +1.14
VTIP Vanguard Short-Term Tips Add +397.9% 1.22% +0.96
VONV Vanguard Russell 1000 Value Add +27.4% 4.67% +0.78
LMT Lockheed Martin Corp. New 0.72% +0.72
GLD SPDR Gold Shares Add +2.7% 3.79% +0.45
BABA Alibaba Group Holding-SP ADR New 0.31% +0.31
BNY Bank of New York Mellon Corp. New 0.20% +0.20
BRK.B Berkshire Hathaway Inc. Class B New 0.20% +0.20
MCK McKesson Corp. New 0.20% +0.20
VEA Vanguard Ftse Developed ETF Add +58.0% 0.51% +0.18
XOM Exxon Mobil Corp. Add +25.5% 0.50% +0.11
GOOGL Alphabet Inc. Class A Add +77.0% 0.33% +0.08
VBK Van Morst SML-Cap Gro-Usd Inc. Add +28.1% 0.95% +0.06
VXUS Vanguard Total Intl Stock Add +10.0% 0.83% +0.06
AAPL Apple Inc. Add +24.0% 2.52% +0.05
SCHG Schwab US Large-Cap Growth Add +20.9% 4.80% +0.03
IBM Intl Business Machines Corp. Add +2.8% 0.37% +0.03
JPM JPMorgan Chase & Co. Add +14.9% 0.23% +0.02
ALL Allstate Corp. Add +2.6% 0.22% +0.00
UNH Unitedhealth Group Inc. Add +1.6% 0.25% −0.01
META Meta Platforms Inc. Class A Add +6.0% 0.25% −0.01
UNP Union Pacific Corp. Add +1.2% 0.33% −0.01
VIOO Vanguard S&P Small-Cap 600 E Add +14.4% 0.38% −0.01
VNLA Janus Henderson Short Durati Add +6.5% 1.90% −0.01
TOTL SS Doubleline TR Tact ETF Add +0.3% 0.31% −0.02
WMT Walmart Inc. Add +3.2% 0.22% −0.02
TCAF T Rowe PRC Cap Appreciation Add +7.4% 0.49% −0.02
IJAN Innovator International Deve Add +0.5% 1.42% −0.02
AMP Ameriprise Financial Inc. Add +0.7% 0.19% −0.03
MS Morgan Stanley Add +1.2% 0.23% −0.03
VT Vanguard Tot World STK ETF Add +0.3% 0.45% −0.04
MINT PIMCO Enhanced Short Maturit Add +5.5% 2.26% −0.04
GOOG Alphabet Inc. Class C Add +12.1% 0.26% −0.04
JAAA Janus Henderson Aaa Clo ETF Add +4.6% 2.53% −0.08
POCT Innovator U.S. Equity Power Add +1.5% 1.13% −0.09
NVDA Nvidia Corp. Add +6.8% 0.37% −0.09
IWF iShares Russell 1000 Growth Add +0.1% 0.54% −0.11
GSLC Goldman Activebeta US LC ETF Add +0.0% 0.96% −0.12
IJH iShares Core S&P Midcap ETF Add +6.7% 2.01% −0.16
ORCL Oracle Corp. Add +1.4% 0.62% −0.17
QUAL iShares MSCI USA Quality Fac Add +3.0% 2.87% −0.26
IJR iShares Core S&P Small-Cap E Add +3.5% 1.77% −0.26
MSFT Microsoft Corp. Add +6.1% 2.10% −0.30
QQQ Invesco QQQ Trust Series 1 Add +2.6% 3.54% −0.52
HD Home Depot Inc. Add +0.1% 3.82% −0.55

Options Activity Q4 2024 → Q1 2025

IWM iShares Russell 2000 ETF put Add +10.8% 4,100 $818K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 105$161.0MSPY, BMAR, SCHG, EFA, QQQ
Q1 2026 98$143.2MSPY, BMAR, PHYS, EFA, SCHG
Q4 2025 96$145.3MSPY, BMAR, SCHG, PHYS, EFA
Q3 2025 92$133.1MSCHG, BMAR, PHYS, EFA, QQQ
Q2 2025 93$122.0MBMAR, SCHG, EFA, VONV, PHYS
Q1 2025 83$106.1MBMAR, SCHG, VONV, PHYS, EFA
Q4 2024 79$98.5MSPY, IVV, SCHG, HD, PHYS
Q3 2024 583$102.2MSPY, HD, SCHG, PHYS, IVV
Q2 2024 586$93.7MSPY, SCHG, HD, PHYS, IVV
Q1 2024 634$90.2MHD, IVV, PHYS, SPY, QQQ