Sponsored

The Analysis of MACROVIEW INVESTMENT MANAGEMENT LLC's Holdings & P&L

Currently, MACROVIEW INVESTMENT MANAGEMENT LLC holds 98 types of securities in its portfolio with a total value $143.2M. In the most recent quarter, they have increased their positions in N/A (+75.1K shares, valued at $1.4M), SPY (+681 shares, valued at $442.9K), FGD (+12.5K shares, valued at $398.3K); decreased their positions in N/A (-421 shares, valued at $243.0K), PHYS (-4.2K shares, valued at $148.7K), GLD (-313 shares, valued at $134.7K); initiated new positions in N/A (+75.1K shares, valued at $1.4M), FGD (+12.5K shares, valued at $398.3K), BSMQ (+14.1K shares, valued at $334.1K).

1M P&L

+1.2M+0.98%

3M P&L

+1.8M+1.42%

HY P&L

+8.2M+6.81%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A105.8M

82.9%

2Home Improvement Retail3.7M

2.9%

3Consumer Electronics3.4M

2.7%

Top Industries by Stock Count

1N/A55 stocks

63.2%

2Information Technology Services3 stocks

3.4%

3Software - Infrastructure2 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T13.3K shares5.40%2026-03-312026-05-08

BMAR INNOVATOR ETFS TRUST138.5K shares0.00%2026-03-312026-05-08

PHYS SPROTT ASSET MANAGEMENT LP199.4K shares-2.06%2026-03-312026-05-08

EFA ISHARES TR64.3K shares0.22%2026-03-312026-05-08

SCHG SCHWAB STRATEGIC TR212.2K shares0.98%2026-03-312026-05-08

IJH ISHARES TR75.6K shares0.76%2026-03-312026-05-08

IVV ISHARES TR7.6K shares3.40%2026-03-312026-05-08

IJR ISHARES TR39.4K shares-0.03%2026-03-312026-05-08

Sponsored

GLD SPDR GOLD TR11.0K shares-2.76%2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR8.0K shares-4.97%2026-03-312026-05-08

IEFA ISHARES TR50.6K shares4.46%2026-03-312026-05-08

HD HOME DEPOT INC11.1K shares0.05%2026-03-312026-05-08

QUAL ISHARES TR18.1K shares-0.57%2026-03-312026-05-08

AAPL APPLE INC13.3K shares0.55%2026-03-312026-05-08

JAAA JANUS DETROIT STR TR51.6K shares-4.67%2026-03-312026-05-08

SCHD SCHWAB STRATEGIC TR84.2K shares1.49%2026-03-312026-05-08

Sponsored

JMBS JANUS DETROIT STR TR56.6K shares2.11%2026-03-312026-05-08

PVAL PUTNAM ETF TRUST54.7K shares1.56%2026-03-312026-05-08

MSFT MICROSOFT CORP6.7K shares3.83%2026-03-312026-05-08

MINT PIMCO ETF TR23.6K shares-2.47%2026-03-312026-05-08

VTIP VANGUARD MALVERN FDS43.7K shares0.58%2026-03-312026-05-08

ESGU ISHARES TR14.9K shares0.05%2026-03-312026-05-08

NOBL PROSHARES TR19.0K shares-2.59%2026-03-312026-05-08

VNLA JANUS DETROIT STR TR40.6K shares-2.41%2026-03-312026-05-08

Sponsored

ISHARES GOLD TR ISHARES GOLD TR22.0K shares4.31%2026-03-312026-05-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T9.3K shares3.05%2026-03-312026-05-08

XLV SELECT SECTOR SPDR TR10.1K shares-1.31%2026-03-312026-05-08

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO27.5K shares0.00%2026-03-312026-05-08

VTI VANGUARD INDEX FDS4.5K shares0.29%2026-03-312026-05-08

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST75.1K sharesnew addition2026-03-312026-05-08

VONV VANGUARD SCOTTSDALE FDS15.0K shares1.37%2026-03-312026-05-08

PMAR INNOVATOR ETFS TRUST30.3K shares0.00%2026-03-312026-05-08

Sponsored

QCAP FIRST TR EXCHNG TRADED FD VI54.4K shares-4.95%2026-03-312026-05-08

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST64.3K shares-0.26%2026-03-312026-05-08

GSLC GOLDMAN SACHS ETF TR9.5K shares1.13%2026-03-312026-05-08

VEA VANGUARD TAX-MANAGED FDS18.1K shares12.37%2026-03-312026-05-08

VXUS VANGUARD STAR FDS14.9K shares0.08%2026-03-312026-05-08

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST60.9K shares0.38%2026-03-312026-05-08

LMT LOCKHEED MARTIN CORP1.8K shares2.39%2026-03-312026-05-08

NVDA NVIDIA CORPORATION5.4K shares5.85%2026-03-312026-05-08

Sponsored

XOM EXXON MOBIL CORP5.2K shares8.60%2026-03-312026-05-08

COKE COCA COLA CONS INC4.3K shares0.00%2026-03-312026-05-08

ORCL ORACLE CORP5.4K shares1.78%2026-03-312026-05-08

ALPHABET INC ALPHABET INC2.8K shares5.88%2026-03-312026-05-08

ALPHABET INC ALPHABET INC2.6K shares2.45%2026-03-312026-05-08

BOND PIMCO ETF TR7.6K shares11.91%2026-03-312026-05-08

IWF ISHARES TR1.6K shares0.06%2026-03-312026-05-08

AXP AMERICAN EXPRESS CO2.1K shares-2.58%2026-03-312026-05-08

Sponsored

VIG VANGUARD SPECIALIZED FUNDS2.9K shares0.27%2026-03-312026-05-08

SPEM SPDR INDEX SHS FDS12.4K shares5.74%2026-03-312026-05-08

VT VANGUARD INTL EQUITY INDEX F4.2K shares0.24%2026-03-312026-05-08

AMZN AMAZON COM INC2.6K shares8.09%2026-03-312026-05-08

IWR ISHARES TR5.6K shares-0.11%2026-03-312026-05-08

TOTL SSGA ACTIVE ETF TR13.4K shares14.40%2026-03-312026-05-08

GDS GDS HLDGS LTD12.5K shares0.00%2026-03-312026-05-08

IVE ISHARES TR2.2K shares-4.11%2026-03-312026-05-08

Sponsored

TCAF T ROWE PRICE ETF INC12.8K shares-2.14%2026-03-312026-05-08

KLXE KLX ENERGY SERVICES HOLDINGS174.7K shares295.94%2026-03-312026-05-08

VIOO VANGUARD ADMIRAL FDS INC3.9K shares-6.85%2026-03-312026-05-08

SCHX SCHWAB STRATEGIC TR16.7K shares26.49%2026-03-312026-05-08

WMT WALMART INC3.4K shares5.39%2026-03-312026-05-08

SPYM SPDR SERIES TRUST5.4K shares0.02%2026-03-312026-05-08

INFL LISTED FDS TR7.9K shares0.03%2026-03-312026-05-08

FGD FIRST TR EXCHANGE-TRADED FD12.5K sharesnew addition2026-03-312026-05-08

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.6K shares-3.73%2026-03-312026-05-08

HAP VANECK ETF TRUST5.3K shares0.00%2026-03-312026-05-08

META META PLATFORMS INC666 shares11.00%2026-03-312026-05-08

SCHF SCHWAB STRATEGIC TR15.2K shares9.49%2026-03-312026-05-08

VWO VANGUARD INTL EQUITY INDEX F6.9K shares14.94%2026-03-312026-05-08

MS MORGAN STANLEY2.2K shares0.98%2026-03-312026-05-08

GAPR FIRST TR EXCHNG TRADED FD VI8.7K shares0.00%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO1.1K shares-1.03%2026-03-312026-05-08

Sponsored

VGK VANGUARD INTL EQUITY INDEX F4.1K shares-8.88%2026-03-312026-05-08

BSMQ INVESCO EXCH TRD SLF IDX FD14.1K sharesnew addition2026-03-312026-05-08

UNP UNION PAC CORP1.4K shares1.19%2026-03-312026-05-08

UNH UNITEDHEALTH GROUP INC1.2K shares5.08%2026-03-312026-05-08

GS GOLDMAN SACHS GROUP INC378 shares-1.56%2026-03-312026-05-08

BK BANK NEW YORK MELLON CORP2.6K shares0.61%2026-03-312026-05-08

NVR NVR INC44 shares2.33%2026-03-312026-05-08

MCK MCKESSON CORP327 shares1.55%2026-03-312026-05-08

Sponsored

XBI SPDR SERIES TRUST2.2K shares0.00%2026-03-312026-05-08

VBK VANGUARD INDEX FDS905 shares-0.44%2026-03-312026-05-08

IWM ISHARES TR1.1K shares-5.62%2026-03-312026-05-08

BROADCOM INC BROADCOM INC854 shares7.29%2026-03-312026-05-08

ALL ALLSTATE CORP1.2K shares4.47%2026-03-312026-05-08

MU MICRON TECHNOLOGY INC719 shares-29.79%2026-03-312026-05-08

WCMI FIRST TR EXCHANGE-TRADED FD14.4K sharesnew addition2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL496 shares4.86%2026-03-312026-05-08

Sponsored

EOSE EOS ENERGY ENTERPRISES INC46.1K shares0.12%2026-03-312026-05-08

CIBR FIRST TR EXCHANGE-TRADED FD3.6K shares13.01%2026-03-312026-05-08

UA UNDER ARMOUR INC38.7K sharesnew addition2026-03-312026-05-08

EA ELECTRONIC ARTS INC1.1K shares1.69%2026-03-312026-05-08

CVX CHEVRON CORPORATION1.0K sharesnew addition2026-03-312026-05-08

DYNF BLACKROCK ETF TRUST3.5K sharesnew addition2026-03-312026-05-08

TSLA TESLA INC550 shares0.55%2026-03-312026-05-08

SAIC SCIENCE APPLICATIONS INTL CO2.1K shares0.00%2026-03-312026-05-08

Sponsored

IUSV ISHARES TR2.0K shares0.30%2026-03-312026-05-08

SBET SHARPLINK INC12.5K sharesnew addition2026-03-312026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

5.40%

Shares13.3K

Event2026-03-31

Filed2026-05-08

BMAR

INNOVATOR ETFS TRUST

0.00%

Shares138.5K

Event2026-03-31

Filed2026-05-08

PHYS

SPROTT ASSET MANAGEMENT LP

-2.06%

Shares199.4K

Event2026-03-31

Filed2026-05-08

EFA

ISHARES TR

0.22%

Shares64.3K

Event2026-03-31

Filed2026-05-08

SCHG

SCHWAB STRATEGIC TR

0.98%

Shares212.2K

Event2026-03-31

Filed2026-05-08

IJH

ISHARES TR

0.76%

Shares75.6K

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

3.40%

Shares7.6K

Event2026-03-31

Filed2026-05-08

IJR

ISHARES TR

-0.03%

Shares39.4K

Event2026-03-31

Filed2026-05-08

GLD

SPDR GOLD TR

-2.76%

Shares11.0K

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

-4.97%

Shares8.0K

Event2026-03-31

Filed2026-05-08

IEFA

ISHARES TR

4.46%

Shares50.6K

Event2026-03-31

Filed2026-05-08

HOME DEPOT INC

0.05%

Shares11.1K

Event2026-03-31

Filed2026-05-08

QUAL

ISHARES TR

-0.57%

Shares18.1K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

0.55%

Shares13.3K

Event2026-03-31

Filed2026-05-08

JAAA

JANUS DETROIT STR TR

-4.67%

Shares51.6K

Event2026-03-31

Filed2026-05-08

SCHD

SCHWAB STRATEGIC TR

1.49%

Shares84.2K

Event2026-03-31

Filed2026-05-08

JMBS

JANUS DETROIT STR TR

2.11%

Shares56.6K

Event2026-03-31

Filed2026-05-08

PVAL

PUTNAM ETF TRUST

1.56%

Shares54.7K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

3.83%

Shares6.7K

Event2026-03-31

Filed2026-05-08

MINT

PIMCO ETF TR

-2.47%

Shares23.6K

Event2026-03-31

Filed2026-05-08

VTIP

VANGUARD MALVERN FDS

0.58%

Shares43.7K

Event2026-03-31

Filed2026-05-08

ESGU

ISHARES TR

0.05%

Shares14.9K

Event2026-03-31

Filed2026-05-08

NOBL

PROSHARES TR

-2.59%

Shares19.0K

Event2026-03-31

Filed2026-05-08

VNLA

JANUS DETROIT STR TR

-2.41%

Shares40.6K

Event2026-03-31

Filed2026-05-08

ISHARES GOLD TR

4.31%

Shares22.0K

Event2026-03-31

Filed2026-05-08

INVESCO EXCHANGE TRADED FD T

3.05%

Shares9.3K

Event2026-03-31

Filed2026-05-08

XLV

SELECT SECTOR SPDR TR

-1.31%

Shares10.1K

Event2026-03-31

Filed2026-05-08

PROFESIONALLY MANAGED PORTFO

0.00%

Shares27.5K

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD INDEX FDS

0.29%

Shares4.5K

Event2026-03-31

Filed2026-05-08

INNOVATOR ETFS TRUST

New

Shares75.1K

Event2026-03-31

Filed2026-05-08

VONV

VANGUARD SCOTTSDALE FDS

1.37%

Shares15.0K

Event2026-03-31

Filed2026-05-08

PMAR

INNOVATOR ETFS TRUST

0.00%

Shares30.3K

Event2026-03-31

Filed2026-05-08

QCAP

FIRST TR EXCHNG TRADED FD VI

-4.95%

Shares54.4K

Event2026-03-31

Filed2026-05-08

INNOVATOR ETFS TRUST

-0.26%

Shares64.3K

Event2026-03-31

Filed2026-05-08

GSLC

GOLDMAN SACHS ETF TR

1.13%

Shares9.5K

Event2026-03-31

Filed2026-05-08

VEA

VANGUARD TAX-MANAGED FDS

12.37%

Shares18.1K

Event2026-03-31

Filed2026-05-08

VXUS

VANGUARD STAR FDS

0.08%

Shares14.9K

Event2026-03-31

Filed2026-05-08

INNOVATOR ETFS TRUST

0.38%

Shares60.9K

Event2026-03-31

Filed2026-05-08

LMT

LOCKHEED MARTIN CORP

2.39%

Shares1.8K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

5.85%

Shares5.4K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

8.60%

Shares5.2K

Event2026-03-31

Filed2026-05-08

COKE

COCA COLA CONS INC

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-08

ORCL

ORACLE CORP

1.78%

Shares5.4K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

5.88%

Shares2.8K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

2.45%

Shares2.6K

Event2026-03-31

Filed2026-05-08

BOND

PIMCO ETF TR

11.91%

Shares7.6K

Event2026-03-31

Filed2026-05-08

IWF

ISHARES TR

0.06%

Shares1.6K

Event2026-03-31

Filed2026-05-08

AXP

AMERICAN EXPRESS CO

-2.58%

Shares2.1K

Event2026-03-31

Filed2026-05-08

VIG

VANGUARD SPECIALIZED FUNDS

0.27%

Shares2.9K

Event2026-03-31

Filed2026-05-08

SPEM

SPDR INDEX SHS FDS

5.74%

Shares12.4K

Event2026-03-31

Filed2026-05-08

VANGUARD INTL EQUITY INDEX F

0.24%

Shares4.2K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

8.09%

Shares2.6K

Event2026-03-31

Filed2026-05-08

IWR

ISHARES TR

-0.11%

Shares5.6K

Event2026-03-31

Filed2026-05-08

TOTL

SSGA ACTIVE ETF TR

14.40%

Shares13.4K

Event2026-03-31

Filed2026-05-08

GDS

GDS HLDGS LTD

0.00%

Shares12.5K

Event2026-03-31

Filed2026-05-08

IVE

ISHARES TR

-4.11%

Shares2.2K

Event2026-03-31

Filed2026-05-08

TCAF

T ROWE PRICE ETF INC

-2.14%

Shares12.8K

Event2026-03-31

Filed2026-05-08

KLXE

KLX ENERGY SERVICES HOLDINGS

295.94%

Shares174.7K

Event2026-03-31

Filed2026-05-08

VIOO

VANGUARD ADMIRAL FDS INC

-6.85%

Shares3.9K

Event2026-03-31

Filed2026-05-08

SCHX

SCHWAB STRATEGIC TR

26.49%

Shares16.7K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

5.39%

Shares3.4K

Event2026-03-31

Filed2026-05-08

SPYM

SPDR SERIES TRUST

0.02%

Shares5.4K

Event2026-03-31

Filed2026-05-08

INFL

LISTED FDS TR

0.03%

Shares7.9K

Event2026-03-31

Filed2026-05-08

FGD

FIRST TR EXCHANGE-TRADED FD

New

Shares12.5K

Event2026-03-31

Filed2026-05-08

IBM

INTERNATIONAL BUSINESS MACHS

-3.73%

Shares1.6K

Event2026-03-31

Filed2026-05-08

HAP

VANECK ETF TRUST

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-08