Macroview-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NVR",
  "BABA",
  null,
  "ALL",
  "GOOGL",
  "AXP",
  "GDS",
  null,
  null,
  null,
  "HD",
  null,
  null,
  null,
  "UNP",
  null,
  null,
  null,
  null,
  null,
  "META",
  "IJH",
  "MSFT",
  "MS",
  "AMP",
  "IJR",
  "EFG",
  "ORCL",
  "EEM",
  null,
  "IWF",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "LMT",
  null,
  "IEFA",
  null,
  "SCHX",
  null,
  "GLD",
  null,
  "SPLG",
  "IBM",
  null,
  "VIG",
  null,
  null,
  "IWR",
  "GSLC",
  null,
  "VIGI",
  "AMZN",
  "IVE",
  "VEA",
  "VGK",
  null,
  "VXUS",
  "VBK",
  "VT",
  "WMT",
  null,
  "SCHG",
  "SCHF",
  null,
  "MCK",
  "ESGU",
  null,
  "BK",
  "BRK-B",
  "COKE",
  "RSP",
  "EFA",
  "QQQ",
  "IWM",
  "GOOG",
  "XOM",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 83
Total Value: 106145166
Accession Number: 0001214659-25-006521
Form Type: 13F-HR
CIK: macroview-investment-management
Manager Name: Macroview-Investment-Management

Data Enrichment

69% identified

57 identified26 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

83 positions • $106.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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45782C391

Shares:139.7K

Value:$6.4M

% of Portfolio:6.0% ($6.4M/$106.1M)

808524300

SCHG|808524300

Shares:203.4K

Value:$5.1M

% of Portfolio:4.8% ($5.1M/$106.1M)

92206C714

Shares:60.1K

Value:$5.0M

% of Portfolio:4.7% ($5.0M/$106.1M)

85207H104

Shares:204.9K

Value:$4.9M

% of Portfolio:4.6% ($4.9M/$106.1M)

464287465

EFA|464287465

Shares:57.7K

Value:$4.7M

% of Portfolio:4.4% ($4.7M/$106.1M)

HOME DEPOT, INC.

HD|437076102

Shares:11.1K

Value:$4.1M

% of Portfolio:3.8% ($4.1M/$106.1M)

SPDR GOLD TRUST

GLD|78463V107

Shares:14.0K

Value:$4.0M

% of Portfolio:3.8% ($4.0M/$106.1M)

464287200

IVV|464287200

Shares:6.8K

Value:$3.8M

% of Portfolio:3.6% ($3.8M/$106.1M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:8.0K

Value:$3.8M

% of Portfolio:3.5% ($3.8M/$106.1M)

46432F339

QUAL|46432F339

Shares:17.8K

Value:$3.0M

% of Portfolio:2.9% ($3.0M/$106.1M)

47103U845

Shares:53.0K

Value:$2.7M

% of Portfolio:2.5% ($2.7M/$106.1M)

Apple Inc.

AAPL|037833100

Shares:12.0K

Value:$2.7M

% of Portfolio:2.5% ($2.7M/$106.1M)

47103U852

Shares:54.3K

Value:$2.5M

% of Portfolio:2.3% ($2.5M/$106.1M)

72201R833

Shares:23.8K

Value:$2.4M

% of Portfolio:2.3% ($2.4M/$106.1M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:4.2K

Value:$2.4M

% of Portfolio:2.2% ($2.4M/$106.1M)

MICROSOFT CORP

MSFT|594918104

Shares:5.9K

Value:$2.2M

% of Portfolio:2.1% ($2.2M/$106.1M)

74348A467

Shares:21.2K

Value:$2.2M

% of Portfolio:2.0% ($2.2M/$106.1M)

464287507

IJH|464287507

Shares:36.6K

Value:$2.1M

% of Portfolio:2.0% ($2.1M/$106.1M)

47103U886

Shares:41.0K

Value:$2.0M

% of Portfolio:1.9% ($2.0M/$106.1M)

464287804

IJR|464287804

Shares:17.9K

Value:$1.9M

% of Portfolio:1.8% ($1.9M/$106.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip45782C391)✕	139.7K	QoQ NEW(+139.7K) YoY NEW(+139.7K)	All Managers (Combined)	$6.4M	6.0% ($6.4M/$106.1M)	QoQ NEW(+$6.4M) YoY NEW(+$6.4M)
(SCHGcusip808524300)	203.4K	QoQ +20.86% (+35.1K) YoY +869.00% (+182.4K)	All Managers (Combined)	$5.1M	4.8% ($5.1M/$106.1M)	QoQ +8.59% (+$403.1K) YoY +161.69% (+$3.1M)
(cusip92206C714)✕	60.1K	QoQ +27.44% (+12.9K) YoY +146.58% (+35.7K)	All Managers (Combined)	$5.0M	4.7% ($5.0M/$106.1M)	QoQ +29.46% (+$1.1M) YoY +158.80% (+$3.0M)
(cusip85207H104)✕	204.9K	QoQ -0.85% (-1.8K) YoY +1.52% (+3.1K)	All Managers (Combined)	$4.9M	4.6% ($4.9M/$106.1M)	QoQ +18.44% (-$767.6K) YoY +41.19% (+$1.4M)
(EFAcusip464287465)	57.7K	QoQ +37.75% (+15.8K) YoY +181.85% (+37.2K)	All Managers (Combined)	$4.7M	4.4% ($4.7M/$106.1M)	QoQ +48.91% (+$1.5M) YoY +188.46% (+$3.1M)
HOME DEPOT, INC.(HDcusip437076102)	11.1K	QoQ +0.09% (-10) YoY +0.27% (-30)	All Managers (Combined)	$4.1M	3.8% ($4.1M/$106.1M)	QoQ -5.69% (-$245.3K) YoY -4.19% (-$177.7K)
SPDR GOLD TRUST(GLDcusip78463V107)	14.0K	QoQ +2.70% (+368) YoY +1.00% (+139)	All Managers (Combined)	$4.0M	3.8% ($4.0M/$106.1M)	QoQ +22.22% (+$731.6K) YoY +41.47% (+$1.2M)
(IVVcusip464287200)	6.8K	QoQ -18.28% (-1.5K) YoY +0.96% (+65)	All Managers (Combined)	$3.8M	3.6% ($3.8M/$106.1M)	QoQ -21.99% (-$1.1M) YoY +7.91% (+$279.2K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	8.0K	QoQ +2.59% (-203) YoY +17.47% (+1.2K)	All Managers (Combined)	$3.8M	3.5% ($3.8M/$106.1M)	QoQ -5.90% (-$235.8K) YoY +24.05% (+$729.3K)
(QUALcusip46432F339)	17.8K	QoQ +3.04% (-527) YoY +17.40% (+2.6K)	All Managers (Combined)	$3.0M	2.9% ($3.0M/$106.1M)	QoQ -1.12% (-$34.6K) YoY +22.07% (+$551.4K)
(cusip47103U845)✕	53.0K	QoQ +4.58% (+2.3K) YoY +63.71% (+20.6K)	All Managers (Combined)	$2.7M	2.5% ($2.7M/$106.1M)	QoQ +4.58% (+$117.9K) YoY +63.62% (+$1.0M)
Apple Inc.(AAPLcusip037833100)	12.0K	QoQ +24.04% (+2.3K) YoY +33.22% (+3.0K)	All Managers (Combined)	$2.7M	2.5% ($2.7M/$106.1M)	QoQ +10.02% (+$243.3K) YoY +72.57% (+$1.1M)
(cusip47103U852)✕	54.3K	QoQ -0.06% (-36) YoY -1.65% (-911)	All Managers (Combined)	$2.5M	2.3% ($2.5M/$106.1M)	QoQ +2.24% (-$53.8K) YoY -1.43% (-$35.7K)
(cusip72201R833)✕	23.8K	QoQ +5.46% (+1.2K) YoY +132.42% (+13.6K)	All Managers (Combined)	$2.4M	2.3% ($2.4M/$106.1M)	QoQ +5.75% (+$130.3K) YoY +132.62% (+$1.4M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	4.2K	QoQ -61.82% (-6.8K) YoY -28.69% (-1.7K)	All Managers (Combined)	$2.4M	2.2% ($2.4M/$106.1M)	QoQ -63.56% (-$4.1M) YoY -23.74% (-$734.0K)
MICROSOFT CORP(MSFTcusip594918104)	5.9K	QoQ +6.12% (-343) YoY +5.93% (-333)	All Managers (Combined)	$2.2M	2.1% ($2.2M/$106.1M)	QoQ -5.46% (-$129.0K) YoY -5.47% (-$129.1K)
(cusip74348A467)✕	21.2K	QoQ -26.73% (-7.7K) YoY -24.68% (-6.9K)	All Managers (Combined)	$2.2M	2.0% ($2.2M/$106.1M)	QoQ -24.80% (-$713.9K) YoY -24.10% (-$687.7K)
(IJHcusip464287507)	36.6K	QoQ +6.65% (-2.3K) YoY +10.50% (+3.5K)	All Managers (Combined)	$2.1M	2.0% ($2.1M/$106.1M)	QoQ -0.12% (-$2.7K) YoY +6.15% (+$123.8K)
(cusip47103U886)✕	41.0K	QoQ +6.51% (+2.5K) YoY +11681.32% (+40.7K)	All Managers (Combined)	$2.0M	1.9% ($2.0M/$106.1M)	QoQ +7.03% (+$132.5K) YoY +11852.73% (+$2.0M)
(IJRcusip464287804)	17.9K	QoQ +3.45% (-599) YoY +9.36% (+1.5K)	All Managers (Combined)	$1.9M	1.8% ($1.9M/$106.1M)	QoQ -6.10% (-$121.9K) YoY +3.47% (+$63.0K)