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
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
| 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 |