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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46432F842

IEFA|46432F842

Shares:24.6K

Value:$1.9M

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

46435G425

ESGU|46435G425

Shares:14.3K

Value:$1.7M

% of Portfolio:1.6% ($1.7M/$106.1M)

46137V357

RSP|46137V357

Shares:9.6K

Value:$1.7M

% of Portfolio:1.6% ($1.7M/$106.1M)

464285204

Shares:25.8K

Value:$1.5M

% of Portfolio:1.4% ($1.5M/$106.1M)

45782C524

Shares:47.0K

Value:$1.5M

% of Portfolio:1.4% ($1.5M/$106.1M)

922020805

Shares:25.9K

Value:$1.3M

% of Portfolio:1.2% ($1.3M/$106.1M)

81369Y605

Shares:25.8K

Value:$1.3M

% of Portfolio:1.2% ($1.3M/$106.1M)

45782C409

Shares:27.4K

Value:$1.3M

% of Portfolio:1.2% ($1.3M/$106.1M)

33740U737

Shares:32.9K

Value:$1.2M

% of Portfolio:1.1% ($1.2M/$106.1M)

45782C383

Shares:30.3K

Value:$1.2M

% of Portfolio:1.1% ($1.2M/$106.1M)

45782C797

Shares:30.9K

Value:$1.2M

% of Portfolio:1.1% ($1.2M/$106.1M)

921946810

VIGI|921946810

Shares:14.4K

Value:$1.2M

% of Portfolio:1.1% ($1.2M/$106.1M)

922908769

VTI|922908769

Shares:4.1K

Value:$1.1M

% of Portfolio:1.1% ($1.1M/$106.1M)

381430503

GSLC|381430503

Shares:9.3K

Value:$1.0M

% of Portfolio:1.0% ($1.0M/$106.1M)

922908595

VBK|922908595

Shares:4.0K

Value:$1.0M

% of Portfolio:0.9% ($1.0M/$106.1M)

921909768

VXUS|921909768

Shares:14.1K

Value:$877.1K

% of Portfolio:0.8% ($877.1K/$106.1M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:1.7K

Value:$764.1K

% of Portfolio:0.7% ($764.1K/$106.1M)

464288885

EFG|464288885

Shares:6.8K

Value:$680.5K

% of Portfolio:0.6% ($680.5K/$106.1M)

ORACLE CORP

ORCL|68389X105

Shares:4.7K

Value:$663.1K

% of Portfolio:0.6% ($663.1K/$106.1M)

Coca-Cola Consolidated, Inc.

COKE|191098102

Shares:433

Value:$584.5K

% of Portfolio:0.6% ($584.5K/$106.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IEFAcusip46432F842)	24.6K	QoQ -4.48% (-1.2K) YoY -20.67% (-6.4K)	All Managers (Combined)	$1.9M	1.8% ($1.9M/$106.1M)	QoQ +2.80% (-$50.9K) YoY -19.14% (-$440.5K)
(ESGUcusip46435G425)	14.3K	QoQ -8.15% (-1.3K) YoY -32.02% (-6.8K)	All Managers (Combined)	$1.7M	1.6% ($1.7M/$106.1M)	QoQ -13.08% (-$263.0K) YoY -27.91% (-$676.8K)
(RSPcusip46137V357)	9.6K	QoQ -17.31% (-2.0K) YoY +1097.38% (+8.8K)	All Managers (Combined)	$1.7M	1.6% ($1.7M/$106.1M)	QoQ -18.26% (-$372.6K) YoY +1124.04% (+$1.5M)
(cusip464285204)✕	25.8K	QoQ -3.40% (-909) YoY +1.86% (+472)	All Managers (Combined)	$1.5M	1.4% ($1.5M/$106.1M)	QoQ +15.02% (-$198.4K) YoY +42.96% (+$456.4K)
(cusip45782C524)✕	47.0K	QoQ +0.44% (+210) YoY -1.69% (-809)	All Managers (Combined)	$1.5M	1.4% ($1.5M/$106.1M)	QoQ +6.25% (+$88.5K) YoY +0.47% (-$7.1K)
(cusip922020805)✕	25.9K	QoQ +397.85% (+20.7K) YoY +864500.00% (+25.9K)	All Managers (Combined)	$1.3M	1.2% ($1.3M/$106.1M)	QoQ +413.07% (+$1.0M) YoY +880376.19% (+$1.3M)
(cusip81369Y605)✕	25.8K	QoQ NEW(+25.8K) YoY NEW(+25.8K)	All Managers (Combined)	$1.3M	1.2% ($1.3M/$106.1M)	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
(cusip45782C409)✕	27.4K	QoQ NEW(+27.4K) YoY NEW(+27.4K)	All Managers (Combined)	$1.3M	1.2% ($1.3M/$106.1M)	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
(cusip33740U737)✕	32.9K	QoQ -0.18% (-60) YoY +2.19% (+706)	All Managers (Combined)	$1.2M	1.1% ($1.2M/$106.1M)	QoQ -1.73% (-$21.3K) YoY +9.10% (+$101.0K)
(cusip45782C383)✕	30.3K	QoQ NEW(+30.3K) YoY NEW(+30.3K)	All Managers (Combined)	$1.2M	1.1% ($1.2M/$106.1M)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
(cusip45782C797)✕	30.9K	QoQ +1.52% (-463) YoY NEW(+30.9K)	All Managers (Combined)	$1.2M	1.1% ($1.2M/$106.1M)	QoQ -0.31% (-$3.8K) YoY NEW(+$1.2M)
(VIGIcusip921946810)	14.4K	QoQ -1.13% (-166) YoY +6.08% (+826)	All Managers (Combined)	$1.2M	1.1% ($1.2M/$106.1M)	QoQ +2.50% (-$29.2K) YoY +7.91% (+$87.6K)
(VTIcusip922908769)	4.1K	QoQ -12.29% (-570) YoY +4.44% (+173)	All Managers (Combined)	$1.1M	1.1% ($1.1M/$106.1M)	QoQ -16.82% (-$226.1K) YoY +10.45% (+$105.8K)
(GSLCcusip381430503)	9.3K	QoQ +0.01% (-1) YoY +1.59% (+146)	All Managers (Combined)	$1.0M	1.0% ($1.0M/$106.1M)	QoQ -4.42% (-$47.4K) YoY +7.74% (+$73.6K)
(VBKcusip922908595)	4.0K	QoQ +28.07% (+874) YoY +142.96% (+2.3K)	All Managers (Combined)	$1.0M	0.9% ($1.0M/$106.1M)	QoQ +15.14% (+$132.0K) YoY +134.68% (+$576.1K)
(VXUScusip921909768)	14.1K	QoQ +9.95% (+1.3K) YoY +27.75% (+3.1K)	All Managers (Combined)	$877.1K	0.8% ($877.1K/$106.1M)	QoQ +15.87% (+$120.2K) YoY +31.56% (+$210.4K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	1.7K	QoQ NEW(+1.7K) YoY +11300.00% (+1.7K)	All Managers (Combined)	$764.1K	0.7% ($764.1K/$106.1M)	QoQ NEW(+$764.1K) YoY +11120.07% (+$757.3K)
(EFGcusip464288885)	6.8K	QoQ -8.33% (-619) YoY -24.28% (-2.2K)	All Managers (Combined)	$680.5K	0.6% ($680.5K/$106.1M)	QoQ -5.34% (-$38.4K) YoY -27.05% (-$252.4K)
ORACLE CORP(ORCLcusip68389X105)	4.7K	QoQ +1.45% (-68) YoY +2.33% (+108)	All Managers (Combined)	$663.1K	0.6% ($663.1K/$106.1M)	QoQ -14.89% (-$116.1K) YoY +13.87% (+$80.8K)
Coca-Cola Consolidated, Inc.(COKEcusip191098102)	433	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$584.5K	0.6% ($584.5K/$106.1M)	QoQ +7.14% (+$39.0K) YoY +59.49% (+$218.1K)