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MACROVIEW INVESTMENT MANAGEMENT LLC

MACROVIEW INVESTMENT MANAGEMENT LLC is an Investment Adviser institutional filer with the SEC under CIK 1551727, reporting 105 portfolio positions, with 16 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: MD
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-26

Top 10 portfolio positions

The largest reported holdings in MACROVIEW INVESTMENT MANAGEMENT LLC's most recent 13F filing, ranked by reported market value.

  1. STATE STR SPDR S&P 500 ETF T (SPY)
  2. INNOVATOR ETFS TRUST (BMAR)
  3. SCHWAB STRATEGIC TR (SCHG)
  4. ISHARES TR (EFA)
  5. INVESCO QQQ TR (QQQ)
  6. ISHARES TR (IVV)
  7. SPROTT ASSET MANAGEMENT LP (PHYS)
  8. ISHARES TR (IJH)
  9. ISHARES TR (IJR)
  10. ISHARES TR (IEFA)
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