Sponsored

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

Currently, MACROVIEW INVESTMENT MANAGEMENT LLC holds 105 types of securities in its portfolio with a total value $161.0M. In the most recent quarter, they have increased their positions in N/A (+28.0K shares, valued at $2.2M), N/A (+84.7K shares, valued at $1.7M), NOBL (+21.3K shares, valued at $1.2M); decreased their positions in GLD (-6.1K shares, valued at $2.3M), MU (-357 shares, valued at $412.4K), AKRE (-1.5K shares, valued at $82.4K); initiated new positions in N/A (+28.0K shares, valued at $2.2M), N/A (+84.7K shares, valued at $1.7M), HPP (+45.5K shares, valued at $691.8K).

1M P&L

+3.2M+2.80%

3M P&L

+3.1M+2.75%

HY P&L

+4.2M+3.77%

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/A106.8M

82.5%

2Home Improvement Retail3.9M

3.0%

3Consumer Electronics3.8M

2.9%

Top Industries by Stock Count

1N/A59 stocks

67.0%

2Semiconductors4 stocks

4.5%

3Information Technology Services3 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T14.3K shares7.36%2026-06-302026-07-28

BMAR INNOVATOR ETFS TRUST138.3K shares-0.09%2026-06-302026-07-28

SCHG SCHWAB STRATEGIC TR223.9K shares5.55%2026-06-302026-07-28

EFA ISHARES TR67.6K shares5.08%2026-06-302026-07-28

QQQ INVESCO QQQ TR8.5K shares5.63%2026-06-302026-07-28

IJR ISHARES TR40.8K shares3.41%2026-06-302026-07-28

IJH ISHARES TR78.2K shares3.36%2026-06-302026-07-28

PHYS SPROTT ASSET MANAGEMENT LP197.4K shares-0.99%2026-06-302026-07-28

Sponsored

ISHARES TR ISHARES TR7.7K shares0.88%2026-06-302026-07-28

ISHARES TR ISHARES TR51.9K shares2.55%2026-06-302026-07-28

QUAL ISHARES TR18.6K shares2.72%2026-06-302026-07-28

HD HOME DEPOT INC11.2K shares0.44%2026-06-302026-07-28

AAPL APPLE INC13.2K shares-1.03%2026-06-302026-07-28

PVAL PUTNAM ETF TRUST60.5K shares10.62%2026-06-302026-07-28

SCHD SCHWAB STRATEGIC TR91.7K shares8.88%2026-06-302026-07-28

JAAA JANUS DETROIT STR TR53.5K shares3.70%2026-06-302026-07-28

Sponsored

JMBS JANUS DETROIT STR TR57.2K shares1.21%2026-06-302026-07-28

MINT PIMCO ETF TR24.7K shares4.87%2026-06-302026-07-28

MSFT MICROSOFT CORP6.6K shares-1.49%2026-06-302026-07-28

ESGU ISHARES TR14.9K shares0.04%2026-06-302026-07-28

RSP INVESCO EXCHANGE TRADED FD T11.0K shares17.94%2026-06-302026-07-28

VTIP VANGUARD MALVERN FDS46.3K shares5.90%2026-06-302026-07-28

NOBL PROSHARES TR40.4K shares112.00%2026-06-302026-07-28

WORLD GOLD TR WORLD GOLD TR28.0K sharesnew addition2026-06-302026-07-28

Sponsored

VNLA JANUS DETROIT STR TR42.5K shares4.82%2026-06-302026-07-28

GLD SPDR GOLD TR4.9K shares-55.57%2026-06-302026-07-28

IAU ISHARES GOLD TR22.5K shares2.30%2026-06-302026-07-28

VANGUARD INDEX FDS VANGUARD INDEX FDS4.6K shares1.59%2026-06-302026-07-28

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST84.7K sharesnew addition2026-06-302026-07-28

VONV VANGUARD SCOTTSDALE FDS14.7K shares-2.41%2026-06-302026-07-28

XLV SELECT SECTOR SPDR TR9.8K shares-2.50%2026-06-302026-07-28

DDFM INNOVATOR ETFS TRUST78.7K shares4.74%2026-06-302026-07-28

Sponsored

GSLC GOLDMAN SACHS ETF TR10.2K shares7.98%2026-06-302026-07-28

PMAR INNOVATOR ETFS TRUST30.3K shares0.00%2026-06-302026-07-28

VEA VANGUARD TAX-MANAGED FDS20.3K shares12.06%2026-06-302026-07-28

AKRE PROFESIONALLY MANAGED PORTFO26.0K shares-5.63%2026-06-302026-07-28

QCAP FIRST TR EXCHNG TRADED FD VI55.0K shares1.21%2026-06-302026-07-28

DDFD INNOVATOR ETFS TRUST67.7K shares5.17%2026-06-302026-07-28

VXUS VANGUARD STAR FDS15.0K shares0.35%2026-06-302026-07-28

NVDA NVIDIA CORPORATION5.1K shares-7.05%2026-06-302026-07-28

Sponsored

GOOGL ALPHABET INC2.8K shares-0.47%2026-06-302026-07-28

LMT LOCKHEED MARTIN CORP1.8K shares-0.23%2026-06-302026-07-28

GOOG ALPHABET INC2.5K shares-2.47%2026-06-302026-07-28

ORACLE CORP ORACLE CORP5.5K shares0.96%2026-06-302026-07-28

COKE COCA COLA CONS INC4.2K shares-3.28%2026-06-302026-07-28

IWF ISHARES TR6.3K shares300.44%2026-06-302026-07-28

AXP AMERICAN EXPRESS CO2.2K shares3.36%2026-06-302026-07-28

EXXON MOBIL CORP EXXON MOBIL CORP5.3K shares2.20%2026-06-302026-07-28

Sponsored

BOND PIMCO ETF TR7.8K shares2.25%2026-06-302026-07-28

VIG VANGUARD SPECIALIZED FUNDS3.0K shares0.34%2026-06-302026-07-28

HPP HUDSON PACIFIC PROPERTIES IN45.5K sharesnew addition2026-06-302026-07-28

VT VANGUARD INTL EQUITY INDEX F4.2K shares0.36%2026-06-302026-07-28

SPEM SPDR INDEX SHS FDS12.6K shares2.03%2026-06-302026-07-28

AMZN AMAZON COM INC2.6K shares-2.38%2026-06-302026-07-28

IWR ISHARES TR5.5K shares-1.77%2026-06-302026-07-28

VIOO VANGUARD ADMIRAL FDS INC3.9K shares0.00%2026-06-302026-07-28

Sponsored

TOTL SSGA ACTIVE ETF TR13.7K shares2.34%2026-06-302026-07-28

IVE ISHARES TR2.4K shares6.67%2026-06-302026-07-28

TCAF T ROWE PRICE EXCHANGE-TRADED12.8K shares0.38%2026-06-302026-07-28

SGOV ISHARES TR5.1K sharesnew addition2026-06-302026-07-28

IBM INTERNATIONAL BUSINESS MACHS1.8K shares13.45%2026-06-302026-07-28

SCHX SCHWAB STRATEGIC TR16.7K shares0.16%2026-06-302026-07-28

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.2K shares-5.66%2026-06-302026-07-28

SPDR SERIES TRUST SPDR SERIES TRUST5.4K shares0.00%2026-06-302026-07-28

Sponsored

MS MORGAN STANLEY2.2K shares0.28%2026-06-302026-07-28

VWO VANGUARD INTL EQUITY INDEX F7.4K shares6.16%2026-06-302026-07-28

FGD FIRST TR EXCHANGE-TRADED FD13.6K shares8.83%2026-06-302026-07-28

SCHF SCHWAB STRATEGIC TR15.3K shares0.49%2026-06-302026-07-28

MU MICRON TECHNOLOGY INC362 shares-49.65%2026-06-302026-07-28

INFL LISTED FDS TR7.9K shares0.05%2026-06-302026-07-28

GS GOLDMAN SACHS GROUP INC377 shares-0.26%2026-06-302026-07-28

WMT WALMART INC3.3K shares-1.15%2026-06-302026-07-28

Sponsored

META PLATFORMS INC META PLATFORMS INC671 shares0.75%2026-06-302026-07-28

BK BANK OF NY MELLON CORP2.6K shares-1.06%2026-06-302026-07-28

GDS GDS HLDGS LTD12.5K shares0.00%2026-06-302026-07-28

HAP VANECK ETF TRUST5.3K shares0.00%2026-06-302026-07-28

VGK VANGUARD INTL EQUITY INDEX F4.1K shares1.08%2026-06-302026-07-28

XBI SPDR SERIES TRUST2.2K shares0.00%2026-06-302026-07-28

UNP UNION PAC CORP1.3K shares-6.96%2026-06-302026-07-28

AMD ADVANCED MICRO DEVICES INC579 sharesnew addition2026-06-302026-07-28

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.0K shares-12.87%2026-06-302026-07-28

IWM ISHARES TR1.1K shares0.00%2026-06-302026-07-28

VBK VANGUARD INDEX FDS882 shares-2.54%2026-06-302026-07-28

CIBR FIRST TR EXCHANGE-TRADED FD3.6K shares0.00%2026-06-302026-07-28

DYNF BLACKROCK ETF TRUST4.7K shares32.12%2026-06-302026-07-28

WCMI FIRST TR EXCHANGE-TRADED FD16.2K shares12.27%2026-06-302026-07-28

BROADCOM INC BROADCOM INC831 shares-2.69%2026-06-302026-07-28

SAIC SCIENCE APPLICATIONS INTL CO2.7K shares24.83%2026-06-302026-07-28

Sponsored

NVR NVR INC43 shares-2.27%2026-06-302026-07-28

ALL ALLSTATE CORP1.2K shares-2.26%2026-06-302026-07-28

ROUNDHILL ETF TRUST ROUNDHILL ETF TRUST3.4K sharesnew addition2026-06-302026-07-28

CISCO SYS INC CISCO SYS INC2.1K sharesnew addition2026-06-302026-07-28

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC313 sharesnew addition2026-06-302026-07-28

EEM ISHARES TR3.5K sharesnew addition2026-06-302026-07-28

MCK MCKESSON CORP314 shares-3.98%2026-06-302026-07-28

BRK.B BERKSHIRE HATHAWAY INC DEL462 shares-6.85%2026-06-302026-07-28

Sponsored

INTC INTEL CORP1.7K sharesnew addition2026-06-302026-07-28

TSLA TESLA INC539 shares-2.00%2026-06-302026-07-28

SNSR GLOBAL X FDS4.4K sharesnew addition2026-06-302026-07-28

EA ELECTRONIC ARTS INC1.1K shares-0.55%2026-06-302026-07-28

IUSV ISHARES TR2.0K shares0.30%2026-06-302026-07-28

ESGE ISHARES INC3.9K sharesnew addition2026-06-302026-07-28

JNJ JOHNSON & JOHNSON801 sharesnew addition2026-06-302026-07-28

AMERIPRISE FINL INC AMERIPRISE FINL INC440 sharesnew addition2026-06-302026-07-28

Sponsored

FEZ SPDR INDEX SHS FDS2.9K sharesnew addition2026-06-302026-07-28

STATE STR SPDR S&P 500 ETF T

7.36%

Shares14.3K

Event2026-06-30

Filed2026-07-28

BMAR

INNOVATOR ETFS TRUST

-0.09%

Shares138.3K

Event2026-06-30

Filed2026-07-28

SCHG

SCHWAB STRATEGIC TR

5.55%

Shares223.9K

Event2026-06-30

Filed2026-07-28

EFA

ISHARES TR

5.08%

Shares67.6K

Event2026-06-30

Filed2026-07-28

QQQ

INVESCO QQQ TR

5.63%

Shares8.5K

Event2026-06-30

Filed2026-07-28

IJR

ISHARES TR

3.41%

Shares40.8K

Event2026-06-30

Filed2026-07-28

IJH

ISHARES TR

3.36%

Shares78.2K

Event2026-06-30

Filed2026-07-28

PHYS

SPROTT ASSET MANAGEMENT LP

-0.99%

Shares197.4K

Event2026-06-30

Filed2026-07-28

ISHARES TR

0.88%

Shares7.7K

Event2026-06-30

Filed2026-07-28

ISHARES TR

2.55%

Shares51.9K

Event2026-06-30

Filed2026-07-28

QUAL

ISHARES TR

2.72%

Shares18.6K

Event2026-06-30

Filed2026-07-28

HOME DEPOT INC

0.44%

Shares11.2K

Event2026-06-30

Filed2026-07-28

AAPL

APPLE INC

-1.03%

Shares13.2K

Event2026-06-30

Filed2026-07-28

PVAL

PUTNAM ETF TRUST

10.62%

Shares60.5K

Event2026-06-30

Filed2026-07-28

SCHD

SCHWAB STRATEGIC TR

8.88%

Shares91.7K

Event2026-06-30

Filed2026-07-28

JAAA

JANUS DETROIT STR TR

3.70%

Shares53.5K

Event2026-06-30

Filed2026-07-28

JMBS

JANUS DETROIT STR TR

1.21%

Shares57.2K

Event2026-06-30

Filed2026-07-28

MINT

PIMCO ETF TR

4.87%

Shares24.7K

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP

-1.49%

Shares6.6K

Event2026-06-30

Filed2026-07-28

ESGU

ISHARES TR

0.04%

Shares14.9K

Event2026-06-30

Filed2026-07-28

RSP

INVESCO EXCHANGE TRADED FD T

17.94%

Shares11.0K

Event2026-06-30

Filed2026-07-28

VTIP

VANGUARD MALVERN FDS

5.90%

Shares46.3K

Event2026-06-30

Filed2026-07-28

NOBL

PROSHARES TR

112.00%

Shares40.4K

Event2026-06-30

Filed2026-07-28

WORLD GOLD TR

New

Shares28.0K

Event2026-06-30

Filed2026-07-28

VNLA

JANUS DETROIT STR TR

4.82%

Shares42.5K

Event2026-06-30

Filed2026-07-28

GLD

SPDR GOLD TR

-55.57%

Shares4.9K

Event2026-06-30

Filed2026-07-28

IAU

ISHARES GOLD TR

2.30%

Shares22.5K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

1.59%

Shares4.6K

Event2026-06-30

Filed2026-07-28

INNOVATOR ETFS TRUST

New

Shares84.7K

Event2026-06-30

Filed2026-07-28

VONV

VANGUARD SCOTTSDALE FDS

-2.41%

Shares14.7K

Event2026-06-30

Filed2026-07-28

XLV

SELECT SECTOR SPDR TR

-2.50%

Shares9.8K

Event2026-06-30

Filed2026-07-28

DDFM

INNOVATOR ETFS TRUST

4.74%

Shares78.7K

Event2026-06-30

Filed2026-07-28

GSLC

GOLDMAN SACHS ETF TR

7.98%

Shares10.2K

Event2026-06-30

Filed2026-07-28

PMAR

INNOVATOR ETFS TRUST

0.00%

Shares30.3K

Event2026-06-30

Filed2026-07-28

VEA

VANGUARD TAX-MANAGED FDS

12.06%

Shares20.3K

Event2026-06-30

Filed2026-07-28

AKRE

PROFESIONALLY MANAGED PORTFO

-5.63%

Shares26.0K

Event2026-06-30

Filed2026-07-28

QCAP

FIRST TR EXCHNG TRADED FD VI

1.21%

Shares55.0K

Event2026-06-30

Filed2026-07-28

DDFD

INNOVATOR ETFS TRUST

5.17%

Shares67.7K

Event2026-06-30

Filed2026-07-28

VXUS

VANGUARD STAR FDS

0.35%

Shares15.0K

Event2026-06-30

Filed2026-07-28

NVDA

NVIDIA CORPORATION

-7.05%

Shares5.1K

Event2026-06-30

Filed2026-07-28

GOOGL

ALPHABET INC

-0.47%

Shares2.8K

Event2026-06-30

Filed2026-07-28

LMT

LOCKHEED MARTIN CORP

-0.23%

Shares1.8K

Event2026-06-30

Filed2026-07-28

GOOG

ALPHABET INC

-2.47%

Shares2.5K

Event2026-06-30

Filed2026-07-28

ORACLE CORP

0.96%

Shares5.5K

Event2026-06-30

Filed2026-07-28

COKE

COCA COLA CONS INC

-3.28%

Shares4.2K

Event2026-06-30

Filed2026-07-28

IWF

ISHARES TR

300.44%

Shares6.3K

Event2026-06-30

Filed2026-07-28

AXP

AMERICAN EXPRESS CO

3.36%

Shares2.2K

Event2026-06-30

Filed2026-07-28

EXXON MOBIL CORP

2.20%

Shares5.3K

Event2026-06-30

Filed2026-07-28

BOND

PIMCO ETF TR

2.25%

Shares7.8K

Event2026-06-30

Filed2026-07-28

VIG

VANGUARD SPECIALIZED FUNDS

0.34%

Shares3.0K

Event2026-06-30

Filed2026-07-28

HPP

HUDSON PACIFIC PROPERTIES IN

New

Shares45.5K

Event2026-06-30

Filed2026-07-28

VANGUARD INTL EQUITY INDEX F

0.36%

Shares4.2K

Event2026-06-30

Filed2026-07-28

SPEM

SPDR INDEX SHS FDS

2.03%

Shares12.6K

Event2026-06-30

Filed2026-07-28

AMZN

AMAZON COM INC

-2.38%

Shares2.6K

Event2026-06-30

Filed2026-07-28

IWR

ISHARES TR

-1.77%

Shares5.5K

Event2026-06-30

Filed2026-07-28

VIOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-28

TOTL

SSGA ACTIVE ETF TR

2.34%

Shares13.7K

Event2026-06-30

Filed2026-07-28

IVE

ISHARES TR

6.67%

Shares2.4K

Event2026-06-30

Filed2026-07-28

TCAF

T ROWE PRICE EXCHANGE-TRADED

0.38%

Shares12.8K

Event2026-06-30

Filed2026-07-28

SGOV

ISHARES TR

New

Shares5.1K

Event2026-06-30

Filed2026-07-28

IBM

INTERNATIONAL BUSINESS MACHS

13.45%

Shares1.8K

Event2026-06-30

Filed2026-07-28

SCHX

SCHWAB STRATEGIC TR

0.16%

Shares16.7K

Event2026-06-30

Filed2026-07-28

UNITEDHEALTH GROUP INC

-5.66%

Shares1.2K

Event2026-06-30

Filed2026-07-28

SPDR SERIES TRUST

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-28

MORGAN STANLEY

0.28%

Shares2.2K

Event2026-06-30

Filed2026-07-28

VWO

VANGUARD INTL EQUITY INDEX F

6.16%

Shares7.4K

Event2026-06-30

Filed2026-07-28

FGD

FIRST TR EXCHANGE-TRADED FD

8.83%

Shares13.6K

Event2026-06-30

Filed2026-07-28

SCHF

SCHWAB STRATEGIC TR

0.49%

Shares15.3K

Event2026-06-30

Filed2026-07-28

MICRON TECHNOLOGY INC

-49.65%

Shares362

Event2026-06-30

Filed2026-07-28

INFL

LISTED FDS TR

0.05%

Shares7.9K

Event2026-06-30

Filed2026-07-28

GOLDMAN SACHS GROUP INC

-0.26%

Shares377

Event2026-06-30

Filed2026-07-28

WMT

WALMART INC

-1.15%

Shares3.3K

Event2026-06-30

Filed2026-07-28

META PLATFORMS INC

0.75%

Shares671

Event2026-06-30

Filed2026-07-28

BANK OF NY MELLON CORP

-1.06%

Shares2.6K

Event2026-06-30

Filed2026-07-28

GDS

GDS HLDGS LTD

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-28

HAP

VANECK ETF TRUST

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-28

VGK

VANGUARD INTL EQUITY INDEX F

1.08%

Shares4.1K

Event2026-06-30

Filed2026-07-28

XBI

SPDR SERIES TRUST

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-28

UNP

UNION PAC CORP

-6.96%

Shares1.3K

Event2026-06-30

Filed2026-07-28

AMD

ADVANCED MICRO DEVICES INC

New

Shares579

Event2026-06-30

Filed2026-07-28

JPMORGAN CHASE & CO

-12.87%

Shares1.0K

Event2026-06-30

Filed2026-07-28

IWM

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-28

VBK

VANGUARD INDEX FDS

-2.54%

Shares882

Event2026-06-30

Filed2026-07-28

CIBR

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-28

DYNF

BLACKROCK ETF TRUST

32.12%

Shares4.7K

Event2026-06-30

Filed2026-07-28

WCMI

FIRST TR EXCHANGE-TRADED FD

12.27%

Shares16.2K

Event2026-06-30

Filed2026-07-28

BROADCOM INC

-2.69%

Shares831

Event2026-06-30

Filed2026-07-28

SAIC

SCIENCE APPLICATIONS INTL CO

24.83%

Shares2.7K

Event2026-06-30

Filed2026-07-28

NVR

NVR INC

-2.27%

Shares43

Event2026-06-30

Filed2026-07-28

ALL

ALLSTATE CORP

-2.26%

Shares1.2K

Event2026-06-30

Filed2026-07-28

ROUNDHILL ETF TRUST

New

Shares3.4K

Event2026-06-30

Filed2026-07-28

CISCO SYS INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-28

CROWDSTRIKE HLDGS INC

New

Shares313

Event2026-06-30

Filed2026-07-28

EEM

ISHARES TR

New

Shares3.5K

Event2026-06-30

Filed2026-07-28

MCK

MCKESSON CORP

-3.98%

Shares314

Event2026-06-30

Filed2026-07-28

BRK.B

BERKSHIRE HATHAWAY INC DEL

-6.85%

Shares462

Event2026-06-30

Filed2026-07-28

INTC

INTEL CORP

New

Shares1.7K

Event2026-06-30

Filed2026-07-28

TSLA

TESLA INC

-2.00%

Shares539

Event2026-06-30

Filed2026-07-28

SNSR

GLOBAL X FDS

New

Shares4.4K

Event2026-06-30

Filed2026-07-28

ELECTRONIC ARTS INC

-0.55%

Shares1.1K

Event2026-06-30

Filed2026-07-28

IUSV

ISHARES TR

0.30%

Shares2.0K

Event2026-06-30

Filed2026-07-28

ESGE

ISHARES INC

New

Shares3.9K

Event2026-06-30

Filed2026-07-28

JNJ

JOHNSON & JOHNSON

New

Shares801

Event2026-06-30

Filed2026-07-28

AMERIPRISE FINL INC

New

Shares440

Event2026-06-30

Filed2026-07-28

FEZ

SPDR INDEX SHS FDS

New

Shares2.9K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

ISHARES TR Put PutISHARES TR3.5K shares9.38%2026-06-302026-07-28

ISHARES TR Put

ISHARES TR

9.38%

Shares3.5K

Event2026-06-30

Filed2026-07-28