MACROVIEW INVESTMENT MANAGEMENT LLC
CIK: 0001551727SEC EDGAR →
Portfolio Value
$146.3B
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 | $8.6B | 5.88% |
| 2 | INNOVATOR ETFS TRUST | 138,452 | $7.3B | 5.02% |
| 3 | SCHWAB STRATEGIC TR | 210,084 | $6.9B | 4.68% |
| 4 | SPROTT ASSET MANAGEMENT LP | 203,597 | $6.7B | 4.59% |
| 5 | ISHARES TR | 64,181 | $6.2B | 4.21% |
| 6 | INVESCO QQQ TR | 8,467 | $5.2B | 3.55% |
| 7 | ISHARES TR | 7,378 | $5.1B | 3.45% |
| 8 | ISHARES TR | 75,046 | $5.0B | 3.39% |
| 9 | ISHARES TR | 39,426 | $4.7B | 3.24% |
| 10 | SPDR GOLD TR | 11,352 | $4.5B | 3.07% |
Quarterly Changes
New Positions (96)
$8.6B · 13K shares
$7.3B · 138K shares
$6.9B · 210K shares
$6.7B · 204K shares
$6.2B · 64K shares
$5.2B · 8K shares
$5.1B · 7K shares
$5.0B · 75K shares
$4.7B · 39K shares
$4.5B · 11K shares
$4.3B · 48K shares
$3.8B · 11K shares
$3.6B · 18K shares
$3.6B · 13K shares
$3.1B · 6K shares
$2.7B · 54K shares
$2.5B · 55K shares
$2.5B · 54K shares
$2.4B · 24K shares
$2.3B · 83K shares
$2.2B · 15K shares
$2.1B · 43K shares
$2.0B · 42K shares
$2.0B · 20K shares
$1.8B · 28K shares
$1.7B · 9K shares
$1.7B · 21K shares
$1.6B · 10K shares
$1.5B · 5K shares
$1.4B · 15K shares
$1.4B · 30K shares
$1.4B · 57K shares
$1.3B · 62K shares
$1.3B · 14K shares
$1.3B · 5K shares
$1.2B · 9K shares
$1.2B · 64K shares
$1.2B · 61K shares
$1.1B · 15K shares
$1.0B · 5K shares
$1.0B · 16K shares
$959.0M · 5K shares
$831.0M · 2K shares
$819.0M · 3K shares
$803.0M · 2K shares
$798.0M · 7K shares
$793.0M · 3K shares
$748.0M · 2K shares
$663.0M · 4K shares
$644.0M · 3K shares
$634.0M · 7K shares
$587.0M · 4K shares
$573.0M · 5K shares
$565.0M · 2K shares
$548.0M · 12K shares
$539.0M · 6K shares
$527.0M · 46K shares
$499.0M · 13K shares
$491.0M · 2K shares
$490.0M · 2K shares
$470.0M · 12K shares
$469.0M · 4K shares
$434.0M · 12K shares
$433.0M · 5K shares
$396.0M · 600 shares
$383.0M · 1K shares
$382.0M · 2K shares
$374.0M · 1K shares
$372.0M · 4K shares
$357.0M · 3K shares
$355.0M · 13K shares
$350.0M · 8K shares
$346.0M · 9K shares
$337.0M · 384 shares
$334.0M · 14K shares
$324.0M · 6K shares
$320.0M · 5K shares
$313.0M · 43 shares
$312.0M · 1K shares
$304.0M · 3K shares
$292.0M · 1K shares
$275.0M · 796 shares
$274.0M · 909 shares
$268.0M · 2K shares
$264.0M · 322 shares
$247.0M · 1K shares
$245.0M · 547 shares
$244.0M · 11K shares
$237.0M · 473 shares
$226.0M · 3K shares
$217.0M · 1K shares
$216.0M · 2K shares
$205.0M · 420 shares
$203.0M · 4K shares
$202.0M · 2K shares
$83.0M · 44K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 59 | $98.4B | 67.3% |
| Unknown | 11 | $26.2B | 17.9% |
| Technology | 9 | $10.4B | 7.1% |
| Consumer Cyclical | 4 | $4.9B | 3.4% |
| Communication Services | 4 | $2.2B | 1.5% |
| Industrials | 3 | $1.7B | 1.1% |
| Consumer Defensive | 2 | $1.0B | 0.7% |
| Energy | 2 | $656.0M | 0.4% |
| Healthcare | 2 | $647.0M | 0.4% |