The Analysis of MACROVIEW INVESTMENT MANAGEMENT LLC's Holdings
Currently, MACROVIEW INVESTMENT MANAGEMENT LLC holds 96 types of securities in its portfolio with a total value $145.3M. In the most recent quarter, they have increased their positions in SPY (+5.3K shares, valued at $3.6M), IJR (+20.7K shares, valued at $2.5M), IJH (+36.7K shares, valued at $2.4M); decreased their positions in VONV (-39.1K shares, valued at $3.6M), GLD (-2.6K shares, valued at $1.0M), VBK (-2.6K shares, valued at $775.8K); initiated new positions in N/A (+27.5K shares, valued at $1.8M), N/A (+61.8K shares, valued at $1.3M), N/A (+64.5K shares, valued at $1.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR12.6K shares73.36%2025-12-312026-02-05
BMAR INNOVATOR ETFS TRUST138.5K shares0.00%2025-12-312026-02-05 SCHG SCHWAB STRATEGIC TR210.1K shares-6.55%2025-12-312026-02-05 PHYS SPROTT ASSET MANAGEMENT LP203.6K shares-0.50%2025-12-312026-02-05 EFA ISHARES TR64.2K shares3.16%2025-12-312026-02-05 IVV ISHARES TR7.4K shares1.23%2025-12-312026-02-05 IJH ISHARES TR75.0K shares95.75%2025-12-312026-02-05 IJR ISHARES TR39.4K shares110.54%2025-12-312026-02-05 GLD SPDR GOLD TR11.4K shares-18.74%2025-12-312026-02-05 IEFA ISHARES TR48.4K shares-2.78%2025-12-312026-02-05 HD HOME DEPOT INC11.1K shares0.30%2025-12-312026-02-05 QUAL ISHARES TR18.2K shares-3.20%2025-12-312026-02-05 AAPL APPLE INC13.3K shares5.96%2025-12-312026-02-05 MSFT MICROSOFT CORP6.5K shares5.20%2025-12-312026-02-05 JAAA JANUS DETROIT STR TR54.1K shares-2.93%2025-12-312026-02-05 JMBS JANUS DETROIT STR TR55.4K shares-2.20%2025-12-312026-02-05 PVAL PUTNAM ETF TRUST53.9K shares268.23%2025-12-312026-02-05 MINT PIMCO ETF TR24.2K shares-3.91%2025-12-312026-02-05 SCHD SCHWAB STRATEGIC TR83.0K shares354.76%2025-12-312026-02-05 ESGU ISHARES TR14.9K shares0.05%2025-12-312026-02-05 VTIP VANGUARD MALVERN FDS43.5K shares38.64%2025-12-312026-02-05 VNLA JANUS DETROIT STR TR41.6K shares-5.85%2025-12-312026-02-05 NOBL PROSHARES TR19.5K shares-11.25%2025-12-312026-02-05 XLV SELECT SECTOR SPDR TR10.2K shares-8.50%2025-12-312026-02-05 VTI VANGUARD INDEX FDS4.5K shares5.28%2025-12-312026-02-05 VONV VANGUARD SCOTTSDALE FDS14.8K shares-72.53%2025-12-312026-02-05 PMAR INNOVATOR ETFS TRUST30.3K shares0.00%2025-12-312026-02-05 QCAP FIRST TR EXCHNG TRADED FD VI57.2K shares-7.83%2025-12-312026-02-05 VIGI VANGUARD WHITEHALL FDS14.4K shares-2.34%2025-12-312026-02-05 GSLC GOLDMAN SACHS ETF TR9.4K shares-1.27%2025-12-312026-02-05 VXUS VANGUARD STAR FDS14.9K shares1.21%2025-12-312026-02-05 ORCL ORACLE CORP5.3K shares9.64%2025-12-312026-02-05 VEA VANGUARD TAX-MANAGED FDS16.1K shares11.80%2025-12-312026-02-05 NVDA NVIDIA CORPORATION5.1K shares34.57%2025-12-312026-02-05 LMT LOCKHEED MARTIN CORP1.7K shares0.53%2025-12-312026-02-05 ALPHABET INC ALPHABET INC2.6K shares13.54%2025-12-312026-02-05 AXP AMERICAN EXPRESS CO2.2K shares3.18%2025-12-312026-02-05 EFG ISHARES TR7.0K shares0.67%2025-12-312026-02-05 ALPHABET INC ALPHABET INC2.5K shares27.60%2025-12-312026-02-05 IWF ISHARES TR1.6K shares0.06%2025-12-312026-02-05 COKE COCA COLA CONS INC4.3K shares0.00%2025-12-312026-02-05 VIG VANGUARD SPECIALIZED FUNDS2.9K shares0.58%2025-12-312026-02-05 BOND PIMCO ETF TR6.8K shares2.74%2025-12-312026-02-05 VT VANGUARD INTL EQUITY INDEX F4.2K shares0.77%2025-12-312026-02-05 XOM EXXON MOBIL CORP4.8K shares6.47%2025-12-312026-02-05 AMZN AMAZON COM INC2.4K shares33.48%2025-12-312026-02-05 SPEM SPDR INDEX SHS FDS11.7K shares2.61%2025-12-312026-02-05 IWR ISHARES TR5.6K shares0.20%2025-12-312026-02-05 EOSE EOS ENERGY ENTERPRISES INC46.0K shares0.00%2025-12-312026-02-05 TCAF T ROWE PRICE ETF INC13.1K shares-19.33%2025-12-312026-02-05 IBM INTERNATIONAL BUSINESS MACHS1.7K shares6.27%2025-12-312026-02-05 IVE ISHARES TR2.3K shares3.44%2025-12-312026-02-05 TOTL SSGA ACTIVE ETF TR11.7K shares7.26%2025-12-312026-02-05 VIOO VANGUARD ADMIRAL FDS INC4.2K shares-0.70%2025-12-312026-02-05 GDS GDS HLDGS LTD12.5K shares0.00%2025-12-312026-02-05 SPYM SPDR SERIES TRUST5.4K shares-0.20%2025-12-312026-02-05 META META PLATFORMS INC600 shares29.03%2025-12-312026-02-05 UNH UNITEDHEALTH GROUP INC1.2K shares-1.86%2025-12-312026-02-05 MS MORGAN STANLEY2.2K shares0.33%2025-12-312026-02-05 JPM JPMORGAN CHASE & CO.1.2K shares21.29%2025-12-312026-02-05 VGK VANGUARD INTL EQUITY INDEX F4.5K shares10.79%2025-12-312026-02-05 WMT WALMART INC3.2K shares16.86%2025-12-312026-02-05 SCHX SCHWAB STRATEGIC TR13.2K shares-0.92%2025-12-312026-02-05 INFL LISTED FDS TR7.9K shares0.04%2025-12-312026-02-05 GAPR FIRST TR EXCHNG TRADED FD VI8.7K shares0.00%2025-12-312026-02-05 GS GOLDMAN SACHS GROUP INC384 shares10.66%2025-12-312026-02-05 SCHF SCHWAB STRATEGIC TR13.9K shares11.85%2025-12-312026-02-05 VWO VANGUARD INTL EQUITY INDEX F6.0K shares10.26%2025-12-312026-02-05 HAP VANECK ETF TRUST5.3K shares0.36%2025-12-312026-02-05 NVR NVR INC43 shares0.00%2025-12-312026-02-05 UNP UNION PAC CORP1.3K shares3.37%2025-12-312026-02-05 BK BANK NEW YORK MELLON CORP2.6K shares8.25%2025-12-312026-02-05 MU MICRON TECHNOLOGY INC1.0K sharesnew addition2025-12-312026-02-05 IWM ISHARES TR1.1K shares-2.23%2025-12-312026-02-05 BROADCOM INC BROADCOM INC796 shares26.95%2025-12-312026-02-05 VBK VANGUARD INDEX FDS909 shares-73.86%2025-12-312026-02-05 XBI SPDR SERIES TRUST2.2K shares-3.16%2025-12-312026-02-05 MCK MCKESSON CORP322 shares3.87%2025-12-312026-02-05 ALL ALLSTATE CORP1.2K shares6.55%2025-12-312026-02-05 TSLA TESLA INC547 sharesnew addition2025-12-312026-02-05 CLOU GLOBAL X FDS10.8K shares-3.18%2025-12-312026-02-05 CIBR FIRST TR EXCHANGE TRADED FD3.2K shares0.03%2025-12-312026-02-05 EA ELECTRONIC ARTS INC1.1K shares6.18%2025-12-312026-02-05 SAIC SCIENCE APPLICATIONS INTL CO2.1K sharesnew addition2025-12-312026-02-05 AMP AMERIPRISE FINL INC420 shares-0.47%2025-12-312026-02-05 EEM ISHARES TR3.7K shares-4.02%2025-12-312026-02-05 IUSV ISHARES TR2.0K sharesnew addition2025-12-312026-02-05 KLXE KLX ENERGY SERVICS HOLDNGS I44.1K shares-56.74%2025-12-312026-02-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
IWM Put PutISHARES TR4.2K shares0.00%2025-12-312026-02-05