MACROVIEW INVESTMENT MANAGEMENT LLC

13F filer, CIK 1551727, BETHESDA, MD

MACROVIEW INVESTMENT MANAGEMENT LLC reported $99,267,950 across 80 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-31. Its ten largest share positions make up 42.53% of the portfolio.

Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001214659-25-001613

Period: 2024-12-31
Reported value: $99.3M
Holdings: 80
Top 10 weight: 42.53%
New: 2
Sold out: 507

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SCHGadded	+126,390	$3.52M
VNLAadded	+38,135	$1.87M
MINTadded	+12,207	$1.22M
POCTnew	+30,422	$1.2M
IVVadded	+1,607	$946K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
PFEBexited	-32,516	-$1.17M
EFVexited	-4,851	-$279K
BOTZexited	-7,315	-$235K
SAICexited	-1,344	-$187K
VNQexited	-1,890	-$184K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001214659-25-001613, largest first. % of portfolio is the value over $98,450,398, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	11,041	$6.47M	6.57%	+82	Timeline
IVVISHARES TR	8,286	$4.88M	4.95%	+1,607	Timeline
SCHGSCHWAB STRATEGIC TR	168,305	$4.69M	4.76%	+126,390	Timeline
HDHOME DEPOT INC	11,066	$4.3M	4.37%	-10	Timeline
PHYSSPROTT ASSET MANAGEMENT LP	206,647	$4.16M	4.23%	-100	Timeline
QQQINVESCO QQQ TR	7,817	$4M	4.06%	+360	Timeline
VONVVANGUARD SCOTTSDALE FDS	47,127	$3.83M	3.89%	+1,189	Timeline
GLDSPDR GOLD TR	13,596	$3.29M	3.34%	-123	Timeline
EFAISHARES TR	41,868	$3.17M	3.22%	-5	Timeline
QUALISHARES TR	17,317	$3.08M	3.13%	+482	Timeline
NOBLPROSHARES TR	28,917	$2.88M	2.92%	+539	Timeline
JAAAJANUS DETROIT STR TR	50,668	$2.57M	2.61%	+18,066	Timeline
AAPLAPPLE INC	9,692	$2.43M	2.47%	-35	Timeline
JMBSJANUS DETROIT STR TR	54,294	$2.4M	2.44%	-468	Timeline
MSFTMICROSOFT CORP	5,598	$2.36M	2.4%	+16	Timeline
MINTPIMCO ETF TR	22,559	$2.26M	2.3%	+12,207	Timeline
IJHISHARES TR	34,326	$2.14M	2.17%	+936	Timeline
RSPINVESCO EXCHANGE TRADED FD T	11,643	$2.04M	2.07%	+480	Timeline
ESGUISHARES TR	15,607	$2.01M	2.04%	+103	Timeline
IJRISHARES TR	17,333	$2M	2.03%	+672	Timeline
VNLAJANUS DETROIT STR TR	38,491	$1.88M	1.91%	+38,135	Timeline
IEFAISHARES TR	25,757	$1.81M	1.84%	+3,908	Timeline
IJANINNOVATOR ETFS TRUST	46,822	$1.42M	1.44%	-529	Timeline
BFEBINNOVATOR ETFS TRUST	31,291	$1.35M	1.37%	-266	Timeline
VTIVANGUARD INDEX FDS	4,636	$1.34M	1.36%	+733	Timeline
IAUISHARES GOLD TR	26,668	$1.32M	1.34%	+726	Timeline
GFEBFIRST TR EXCHNG TRADED FD VI	32,963	$1.23M	1.25%	-327	Timeline
POCTINNOVATOR ETFS TRUST	30,422	$1.2M	1.22%	new	Timeline
VIGIVANGUARD WHITEHALL FDS	14,566	$1.17M	1.18%	+272	Timeline
GSLCGOLDMAN SACHS ETF TR	9,296	$1.07M	1.09%	+113	Timeline
VBKVANGUARD INDEX FDS	3,113	$872K	0.89%	+80	Timeline
XBISPDR SERIES TRUST	9,673	$871K	0.88%	+22	Timeline
ORCLORACLE CORP	4,675	$779K	0.79%	+10	Timeline
VXUSVANGUARD STAR FDS	12,844	$757K	0.77%	+1,653	Timeline
EFGISHARES TR	7,424	$719K	0.73%	+197	Timeline
IWFISHARES TR	1,576	$633K	0.64%	+1	Timeline
AXPAMERICAN EXPRESS CO	2,100	$623K	0.63%	0	Timeline
VIGVANGUARD SPECIALIZED FUNDS	2,951	$578K	0.59%	+1	Timeline
AMZNAMAZON COM INC	2,563	$562K	0.57%	0	Timeline
COKECOCA COLA CONS INC	433	$546K	0.55%	0	Timeline
TCAFT ROWE PRICE EXCHANGE-TRADED	15,088	$502K	0.51%	+224	Timeline
BONDPIMCO ETF TR	5,524	$499K	0.51%	+130	Timeline
VTVANGUARD INTL EQUITY INDEX F	4,086	$480K	0.49%	+30	Timeline
IWRISHARES TR	5,320	$470K	0.48%	-731	Timeline
NVDANVIDIA CORPORATION	3,434	$461K	0.47%	+96	Timeline
GDSGDS HLDGS LTD	18,550	$441K	0.45%	+5,050	Timeline
IWMISHARES TR	1,959	$433K	0.44%	-349	Timeline
HAPVANECK ETF TRUST	9,454	$431K	0.44%	-1,890	Timeline
SPEMSPDR INDEX SHS FDS	10,954	$420K	0.43%	+152	Timeline
ILPTINDUSTRIAL LOGISTICS PPTYS T	106,808	$390K	0.4%	-3,900	Timeline
VIOOVANGUARD ADMIRAL FDS INC	3,641	$386K	0.39%	-26	Timeline
XOMEXXON MOBIL CORP	3,552	$382K	0.39%	+18	Timeline
SPYMSPDR SERIES TRUST	5,357	$369K	0.38%	0	Timeline
NVRNVR INC	43	$352K	0.36%	0	Timeline
IVEISHARES TR	1,770	$338K	0.34%	+95	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,522	$335K	0.34%	0	Timeline
UNPUNION PAC CORP	1,462	$333K	0.34%	+9	Timeline
VEAVANGUARD TAX-MANAGED FDS	6,780	$324K	0.33%	+5,549	Timeline
EEMISHARES TR	7,671	$321K	0.33%	-1,516	Timeline
TOTLSSGA ACTIVE ETF TR	8,128	$320K	0.33%	+648	Timeline
INFLLISTED FDS TR	8,242	$314K	0.32%	-187	Timeline
SCHXSCHWAB STRATEGIC TR	13,409	$311K	0.32%	+8,947	Timeline
GOOGALPHABET INC	1,575	$300K	0.3%	+1	Timeline
VGKVANGUARD INTL EQUITY INDEX F	4,488	$285K	0.29%	+566	Timeline
CLOUGLOBAL X FDS	11,515	$276K	0.28%	-791	Timeline
CIBRFIRST TR EXCHANGE-TRADED FD	4,184	$265K	0.27%	-885	Timeline
MSMORGAN STANLEY	2,111	$265K	0.27%	+8	Timeline
METAMETA PLATFORMS INC	432	$253K	0.26%	+1	Timeline
UNHUNITEDHEALTH GROUP INC	500	$253K	0.26%	new	Timeline
VTIPVANGUARD MALVERN FDS	5,210	$252K	0.26%	+4,653	Timeline
GOOGLALPHABET INC	1,293	$245K	0.25%	+52	Timeline
WMTWALMART INC	2,580	$233K	0.24%	0	Timeline
SCHFSCHWAB STRATEGIC TR	12,580	$233K	0.24%	+6,338	Timeline
GAUGFIRST TR EXCHNG TRADED FD VI	6,500	$229K	0.23%	0	Timeline
AMPAMERIPRISE FINL INC	420	$224K	0.23%	0	Timeline
ALLALLSTATE CORP	1,112	$214K	0.22%	0	Timeline
MUBISHARES TR	2,007	$214K	0.22%	-325	Timeline
JPMJPMORGAN CHASE & CO	867	$208K	0.21%	0	Timeline
SNSRGLOBAL X FDS	5,788	$202K	0.21%	-1,099	Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

Security	Type	Amount	Value	Change
IWMISHARES TR SHS	put	3,700	$818K	+3,000

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 507. All 507

Security	Shares before	Value before	Type
PFEBINNOVATOR ETFS TRUST	32,516	$1.17M	shares
EFVISHARES TR	4,851	$279K	shares
BOTZGLOBAL X FDS	7,315	$235K	shares
SAICSCIENCE APPLICATIONS INTL CO	1,344	$187K	shares
VNQVANGUARD INDEX FDS	1,890	$184K	shares
IJKISHARES TR	1,910	$176K	shares
BNYBANK OF NY MELLON CORP	2,400	$172K	shares
GSGOLDMAN SACHS GROUP INC	345	$171K	shares
BRK-BBERKSHIRE HATHAWAY INC DEL	362	$167K	shares
IJJISHARES TR	1,342	$166K	shares
IJTISHARES TR	1,152	$161K	shares
VCITVANGUARD SCOTTSDALE FDS	1,832	$153K	shares
EAELECTRONIC ARTS INC	1,060	$152K	shares
IJSISHARES TR	1,404	$151K	shares
MCKMCKESSON CORP	304	$150K	shares
FEZSPDR INDEX SHS FDS	2,805	$149K	shares
ESGEISHARES INC	3,908	$142K	shares
IUSVISHARES TR	1,452	$139K	shares
ACWIISHARES TR	1,150	$137K	shares
HYMBSPDR SERIES TRUST	4,684	$123K	shares
DDOMINION ENERGY INC	2,051	$119K	shares
QCOMQUALCOMM INC	685	$116K	shares
DISDISNEY WALT CO	1,187	$114K	shares
VCSHVANGUARD SCOTTSDALE FDS	1,423	$113K	shares
HONHONEYWELL INTL INC	536	$111K	shares
PAVEGLOBAL X FDS	2,615	$108K	shares
CVXCHEVRON CORPORATION	678	$99.8K	shares
USMVISHARES TR	1,092	$99.8K	shares
TSLATESLA INC	371	$97.1K	shares
ABBVABBVIE INC	488	$96.4K	shares
CSCOCISCO SYS INC	1,737	$92.5K	shares
CRWDCROWDSTRIKE HLDGS INC	320	$89.8K	shares
EMBISHARES TR	939	$87.8K	shares
BUFRFIRST TR EXCHNG TRADED FD VI	2,854	$85.3K	shares
WFCWELLS FARGO & CO	1,500	$84.7K	shares
AVGOBROADCOM INC	485	$83.6K	shares
XLKSELECT SECTOR SPDR TR	369	$83.3K	shares
PJULINNOVATOR ETFS TRUST	1,930	$78.1K	shares
GJULFIRST TR EXCHNG TRADED FD VI	2,160	$77.8K	shares
SCHMSCHWAB STRATEGIC TR	931	$77.4K	shares
PJANINNOVATOR ETFS TRUST	1,866	$77.1K	shares
DUKDUKE ENERGY CORP NEW	632	$72.9K	shares
DWLDDAVIS FUNDAMENTAL ETF TR	1,915	$72.6K	shares
JNJJOHNSON & JOHNSON	445	$72.1K	shares
AIGAMERICAN INTL GROUP INC	951	$69.6K	shares
VIOVVANGUARD ADMIRAL FDS INC	738	$68.2K	shares
SOXXISHARES TR	285	$65.7K	shares
DISCOVER FINL SVCSDISCOVER FINL SVCS	468	$65.7K	shares
TFCTRUIST FINL CORP	1,390	$59.5K	shares
COINCOINBASE GLOBAL INC	323	$57.5K	shares
IYRISHARES TR	559	$56.9K	shares
SGOLETFS GOLD TR	2,250	$56.5K	shares
SMHVANECK ETF TRUST	226	$55.5K	shares
QAINYLIM ETF TR	1,724	$55.3K	shares
GJUNFIRST TR EXCHNG TRADED FD VI	1,546	$54.8K	shares
XLYSELECT SECTOR SPDR TR	264	$52.9K	shares
AIQGLOBAL X FDS	1,344	$50K	shares
SPSMSPDR SERIES TRUST	1,087	$49.5K	shares
MRKMERCK & CO INC	419	$47.6K	shares
SUSAISHARES TR	382	$46K	shares
MCDMCDONALDS CORP	143	$43.5K	shares
SMOGVANECK ETF TRUST	386	$43.3K	shares
XLVSELECT SECTOR SPDR TR	270	$41.6K	shares
SGDMSPROTT ETF TRUST	1,324	$41K	shares
GEGE AEROSPACE	201	$38K	shares
FHNFIRST HORIZON CORPORATION	2,351	$36.5K	shares
SLVISHARES SILVER TR	1,280	$36.4K	shares
HASIHA SUSTAINABLE INFRA CAP INC	1,042	$35.9K	shares
AOAISHARES TR	440	$34.7K	shares
BABOEING CO	222	$33.8K	shares
MLNVANECK ETF TRUST	1,825	$33.4K	shares
ADSKAUTODESK INC	120	$33.1K	shares
MILNGLOBAL X FDS	780	$32.7K	shares
BITOPROSHARES TR	1,698	$32.6K	shares
VLUEISHARES TR	296	$32.3K	shares
PSLVSPROTT ASSET MANAGEMENT LP	3,030	$31.7K	shares
KBKB FINL GROUP INC	479	$29.6K	shares
USLUNITED STS 12 MONTH OIL FD L	820	$29.5K	shares
IVWISHARES TR	304	$29.1K	shares
AORISHARES TR	491	$29.1K	shares
EOSEATON VANCE ENHANCED EQUITY	1,250	$27.1K	shares
PAPRINNOVATOR ETFS TRUST	741	$26.6K	shares
VOOVANGUARD INDEX FDS	49	$26K	shares
RTXRTX CORPORATION	213	$25.9K	shares
VYMVANGUARD WHITEHALL FDS	200	$25.6K	shares
PFFAETFIS SER TR I	1,084	$24.8K	shares
AMDADVANCED MICRO DEVICES INC	150	$24.6K	shares
ABTABBOTT LABORATORIES	213	$24.3K	shares
PDECINNOVATOR ETFS TRUST	626	$24K	shares
UTGREAVES UTIL INCOME FD	706	$23.2K	shares
ITAISHARES TR	152	$22.7K	shares
XTISHARES TR	364	$22.2K	shares
RIETETF SER SOLUTIONS	1,960	$22K	shares
BABAALIBABA GROUP HLDG LTD	200	$21.2K	shares
FFORD MTR CO	1,975	$20.9K	shares
BIZDVANECK ETF TRUST	1,256	$20.8K	shares
DXCDXC TECHNOLOGY CO	1,000	$20.8K	shares
VWOVANGUARD INTL EQUITY INDEX F	427	$20.5K	shares
PFEPFIZER INC	679	$19.6K	shares
RSPGINVESCO EXCHANGE TRADED FD T	252	$19.3K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001214659-25-001613	base		2025-01-31	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC