The Analysis of MACROVIEW INVESTMENT MANAGEMENT LLC's Holdings

Currently, MACROVIEW INVESTMENT MANAGEMENT LLC holds 92 types of securities in its portfolio with a total value $133.1M. In the most recent quarter, they have increased their positions in XLV (+11.1K shares, valued at $1.6M), SPY (+1.6K shares, valued at $1.1M), PVAL (+14.6K shares, valued at $625.1K); decreased their positions in VONV (-8.1K shares, valued at $720.1K), ESGU (-1.4K shares, valued at $204.1K), VBK (-568 shares, valued at $169.0K); initiated new positions in XLV (+11.1K shares, valued at $1.6M), PVAL (+14.6K shares, valued at $625.1K), SCHD (+18.2K shares, valued at $498.0K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHG SCHWAB STRATEGIC TR224.8K shares5.96%2025-09-302025-10-24

BMAR INNOVATOR ETFS TRUST138.5K shares-0.32%2025-09-302025-10-24

PHYS SPROTT ASSET MANAGEMENT LP204.6K shares-0.12%2025-09-302025-10-24

EFA ISHARES TR62.2K shares4.99%2025-09-302025-10-24

QQQ INVESCO QQQ TR8.6K shares3.72%2025-09-302025-10-24

GLD SPDR GOLD TR14.0K shares0.66%2025-09-302025-10-24

IVV ISHARES TR7.3K shares2.58%2025-09-302025-10-24

SPY SPDR S&P 500 ETF TR7.3K shares29.02%2025-09-302025-10-24

Sponsored

VONV VANGUARD SCOTTSDALE FDS53.9K shares-13.00%2025-09-302025-10-24

HD HOME DEPOT INC11.1K shares0.05%2025-09-302025-10-24

IEFA ISHARES TR49.8K shares2.38%2025-09-302025-10-24

QUAL ISHARES TR18.8K shares1.77%2025-09-302025-10-24

MSFT MICROSOFT CORP6.2K shares1.07%2025-09-302025-10-24

AAPL APPLE INC12.5K shares1.04%2025-09-302025-10-24

JAAA JANUS DETROIT STR TR55.8K shares2.26%2025-09-302025-10-24

JMBS JANUS DETROIT STR TR56.6K shares2.75%2025-09-302025-10-24

Sponsored

MINT PIMCO ETF TR25.2K shares3.53%2025-09-302025-10-24

IJH ISHARES TR38.3K shares-0.87%2025-09-302025-10-24

NOBL PROSHARES TR22.0K shares1.50%2025-09-302025-10-24

IJR ISHARES TR18.7K shares0.95%2025-09-302025-10-24

VNLA JANUS DETROIT STR TR44.2K shares4.10%2025-09-302025-10-24

ESGU ISHARES TR14.9K shares-8.59%2025-09-302025-10-24

IAU ISHARES GOLD TR26.8K shares1.92%2025-09-302025-10-24

RSP INVESCO EXCHANGE TRADED FD T9.9K shares1.50%2025-09-302025-10-24

Sponsored

VTIP VANGUARD MALVERN FDS31.4K shares14.27%2025-09-302025-10-24

XLV SELECT SECTOR SPDR TR11.1K sharesnew addition2025-09-302025-10-24

QCAP FIRST TR EXCHNG TRADED FD VI62.1K shares0.00%2025-09-302025-10-24

BJAN INNOVATOR ETFS TRUST27.2K shares-0.36%2025-09-302025-10-24

VTI VANGUARD INDEX FDS4.3K shares2.44%2025-09-302025-10-24

ORCL ORACLE CORP4.9K shares2.49%2025-09-302025-10-24

PMAR INNOVATOR ETFS TRUST30.3K shares0.00%2025-09-302025-10-24

GFEB FIRST TR EXCHNG TRADED FD VI32.7K shares-0.13%2025-09-302025-10-24

Sponsored

VIGI VANGUARD WHITEHALL FDS14.8K shares0.61%2025-09-302025-10-24

PAPR INNOVATOR ETFS TRUST33.8K shares0.17%2025-09-302025-10-24

GSLC GOLDMAN SACHS ETF TR9.5K shares-1.59%2025-09-302025-10-24

VXUS VANGUARD STAR FDS14.8K shares2.06%2025-09-302025-10-24

VBK VANGUARD INDEX FDS3.5K shares-14.04%2025-09-302025-10-24

VEA VANGUARD TAX-MANAGED FDS14.4K shares11.60%2025-09-302025-10-24

LMT LOCKHEED MARTIN CORP1.7K shares0.00%2025-09-302025-10-24

EFG ISHARES TR7.0K shares-0.66%2025-09-302025-10-24

Sponsored

IWF ISHARES TR1.6K shares0.13%2025-09-302025-10-24

NVDA NVIDIA CORPORATION3.8K shares5.99%2025-09-302025-10-24

AXP AMERICAN EXPRESS CO2.1K shares0.00%2025-09-302025-10-24

VIG VANGUARD SPECIALIZED FUNDS2.9K shares0.31%2025-09-302025-10-24

PVAL PUTNAM ETF TRUST14.6K sharesnew addition2025-09-302025-10-24

BOND PIMCO ETF TR6.6K shares10.56%2025-09-302025-10-24

TCAF T ROWE PRICE ETF INC16.2K shares1.39%2025-09-302025-10-24

VT VANGUARD INTL EQUITY INDEX F4.1K shares0.34%2025-09-302025-10-24

Sponsored

GOOGL ALPHABET INC2.3K shares2.17%2025-09-302025-10-24

IWR ISHARES TR5.6K shares-0.62%2025-09-302025-10-24

SPEM SPDR INDEX SHS FDS11.4K shares2.85%2025-09-302025-10-24

EOSE EOS ENERGY ENTERPRISES INC46.0K shares0.00%2025-09-302025-10-24

COKE COCA COLA CONS INC4.3K shares0.00%2025-09-302025-10-24

XOM EXXON MOBIL CORP4.5K shares0.43%2025-09-302025-10-24

SCHD SCHWAB STRATEGIC TR18.2K sharesnew addition2025-09-302025-10-24

GOOG ALPHABET INC2.0K shares13.84%2025-09-302025-10-24

Sponsored

GDS GDS HLDGS LTD12.5K shares-19.40%2025-09-302025-10-24

VIOO VANGUARD ADMIRAL FDS INC4.3K shares-0.47%2025-09-302025-10-24

IVE ISHARES TR2.2K shares8.80%2025-09-302025-10-24

TOTL SSGA ACTIVE ETF TR10.9K shares14.91%2025-09-302025-10-24

IBM INTERNATIONAL BUSINESS MACHS1.6K shares0.06%2025-09-302025-10-24

SPYM SPDR SERIES TRUST5.4K shares0.02%2025-09-302025-10-24

UNH UNITEDHEALTH GROUP INC1.2K shares3.59%2025-09-302025-10-24

AMZN AMAZON COM INC1.8K shares3.67%2025-09-302025-10-24

Sponsored

INFL LISTED FDS TR7.9K shares0.04%2025-09-302025-10-24

SCHX SCHWAB STRATEGIC TR13.3K shares1.70%2025-09-302025-10-24

NVR NVR INC43 shares0.00%2025-09-302025-10-24

META META PLATFORMS INC465 shares3.33%2025-09-302025-10-24

MS MORGAN STANLEY2.1K shares0.37%2025-09-302025-10-24

GAPR FIRST TR EXCHNG TRADED FD VI8.7K shares0.00%2025-09-302025-10-24

VGK VANGUARD INTL EQUITY INDEX F4.0K shares0.15%2025-09-302025-10-24

UNP UNION PAC CORP1.3K shares-12.18%2025-09-302025-10-24

Sponsored

HAP VANECK ETF TRUST5.3K shares-6.33%2025-09-302025-10-24

JPM JPMORGAN CHASE & CO.958 shares0.00%2025-09-302025-10-24

VWO VANGUARD INTL EQUITY INDEX F5.5K shares9.76%2025-09-302025-10-24

SCHF SCHWAB STRATEGIC TR12.5K shares0.44%2025-09-302025-10-24

WMT WALMART INC2.7K shares4.09%2025-09-302025-10-24

IWM ISHARES TR1.2K shares-0.68%2025-09-302025-10-24

GS GOLDMAN SACHS GROUP INC347 shares0.00%2025-09-302025-10-24

BK BANK NEW YORK MELLON CORP2.4K shares0.00%2025-09-302025-10-24

Sponsored

CLOU GLOBAL X FDS11.1K shares0.00%2025-09-302025-10-24

CIBR FIRST TR EXCHANGE TRADED FD3.2K shares0.00%2025-09-302025-10-24

MCK MCKESSON CORP310 shares0.00%2025-09-302025-10-24

ALL ALLSTATE CORP1.1K shares-2.28%2025-09-302025-10-24

XBI SPDR SERIES TRUST2.3K shares-8.08%2025-09-302025-10-24

DIS DISNEY WALT CO1.9K shares-0.16%2025-09-302025-10-24

EEM ISHARES TR3.9K sharesnew addition2025-09-302025-10-24

AMP AMERIPRISE FINL INC422 shares0.00%2025-09-302025-10-24

Sponsored

AVGO BROADCOM INC627 sharesnew addition2025-09-302025-10-24

EA ELECTRONIC ARTS INC1.0K sharesnew addition2025-09-302025-10-24

KLXE KLX ENERGY SERVICS HOLDNGS I102.0K shares17.24%2025-09-302025-10-24

BTOG BIT ORIGIN LTD11.5K sharesnew addition2025-09-302025-10-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

IWM Put PutISHARES TR4.2K shares-6.67%2025-09-302025-10-24