MACROVIEW INVESTMENT MANAGEMENT LLC
CIK: 0001551727SEC EDGAR →
Portfolio Value
$146.3M
Holdings
96
As of
Q4 2025
New Positions
96
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 12,617 | $8.6M | 5.88% |
| 2 | INNOVATOR ETFS TRUST | 138,452 | $7.3M | 5.02% |
| 3 | SCHWAB STRATEGIC TR | 210,084 | $6.9M | 4.68% |
| 4 | SPROTT ASSET MANAGEMENT LP | 203,597 | $6.7M | 4.59% |
| 5 | ISHARES TR | 64,181 | $6.2M | 4.21% |
| 6 | INVESCO QQQ TR | 8,467 | $5.2M | 3.55% |
| 7 | ISHARES TR | 7,378 | $5.1M | 3.45% |
| 8 | ISHARES TR | 75,046 | $5.0M | 3.39% |
| 9 | ISHARES TR | 39,426 | $4.7M | 3.24% |
| 10 | SPDR GOLD TR | 11,352 | $4.5M | 3.07% |
Quarterly Changes
New Positions (96)
$8.6M · 13K shares
$7.3M · 138K shares
$6.9M · 210K shares
$6.7M · 204K shares
$6.2M · 64K shares
$5.2M · 8K shares
$5.1M · 7K shares
$5.0M · 75K shares
$4.7M · 39K shares
$4.5M · 11K shares
$4.3M · 48K shares
$3.8M · 11K shares
$3.6M · 18K shares
$3.6M · 13K shares
$3.1M · 6K shares
$2.7M · 54K shares
$2.5M · 55K shares
$2.5M · 54K shares
$2.4M · 24K shares
$2.3M · 83K shares
$2.2M · 15K shares
$2.1M · 43K shares
$2.0M · 42K shares
$2.0M · 20K shares
$1.8M · 28K shares
$1.7M · 9K shares
$1.7M · 21K shares
$1.6M · 10K shares
$1.5M · 5K shares
$1.4M · 15K shares
$1.4M · 30K shares
$1.4M · 57K shares
$1.3M · 62K shares
$1.3M · 14K shares
$1.3M · 5K shares
$1.2M · 9K shares
$1.2M · 64K shares
$1.2M · 61K shares
$1.1M · 15K shares
$1.0M · 5K shares
$1.0M · 16K shares
$959K · 5K shares
$831K · 2K shares
$819K · 3K shares
$803K · 2K shares
$798K · 7K shares
$793K · 3K shares
$748K · 2K shares
$663K · 4K shares
$644K · 3K shares
$634K · 7K shares
$587K · 4K shares
$573K · 5K shares
$565K · 2K shares
$548K · 12K shares
$539K · 6K shares
$527K · 46K shares
$499K · 13K shares
$491K · 2K shares
$490K · 2K shares
$470K · 12K shares
$469K · 4K shares
$434K · 12K shares
$433K · 5K shares
$396K · 600 shares
$383K · 1K shares
$382K · 2K shares
$374K · 1K shares
$372K · 4K shares
$357K · 3K shares
$355K · 13K shares
$350K · 8K shares
$346K · 9K shares
$337K · 384 shares
$334K · 14K shares
$324K · 6K shares
$320K · 5K shares
$313K · 43 shares
$312K · 1K shares
$304K · 3K shares
$292K · 1K shares
$275K · 796 shares
$274K · 909 shares
$268K · 2K shares
$264K · 322 shares
$247K · 1K shares
$245K · 547 shares
$244K · 11K shares
$237K · 473 shares
$226K · 3K shares
$217K · 1K shares
$216K · 2K shares
$205K · 420 shares
$203K · 4K shares
$202K · 2K shares
$83K · 44K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 59 | $98.4M | 67.3% |
| Unknown | 11 | $26.2M | 17.9% |
| Technology | 9 | $10.4M | 7.1% |
| Consumer Cyclical | 4 | $4.9M | 3.4% |
| Communication Services | 4 | $2.2M | 1.5% |
| Industrials | 3 | $1.7M | 1.1% |
| Consumer Defensive | 2 | $1.0M | 0.7% |
| Energy | 2 | $656K | 0.4% |
| Healthcare | 2 | $647K | 0.4% |