MACROVIEW INVESTMENT MANAGEMENT LLC
Follow13F 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 (acceptance time not in the bulk data set), ingested 13F-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.
Back to all 79 share positions
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.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| DPRODRAGANFLY INC. | 7 | $18 | shares |
| PTONPELOTON INTERACTIVE INC | 3 | $15 | shares |
| CBDMD INCCBDMD INC | 31 | $15 | shares |
| POLESTAR AUTOMOTIVE HLDG UKPOLESTAR AUTOMOTIVE HLDG UK | 8 | $14 | shares |
| IDRVISHARES TR | 0 | $10 | shares |
| GRABGRAB HOLDINGS LIMITED | 2 | $8 | shares |
| PROCESSA PHARMACEUTICALS INCPROCESSA PHARMACEUTICALS INC | 1 | $2 | 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 |