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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464287614

IWF|464287614

Shares:1.6K

Value:$569.8K

% of Portfolio:0.5% ($569.8K/$106.1M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:2.1K

Value:$565.0K

% of Portfolio:0.5% ($565.0K/$106.1M)

921908844

VIG|921908844

Shares:2.9K

Value:$563.9K

% of Portfolio:0.5% ($563.9K/$106.1M)

921943858

VEA|921943858

Shares:10.7K

Value:$544.6K

% of Portfolio:0.5% ($544.6K/$106.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:4.5K

Value:$530.1K

% of Portfolio:0.5% ($530.1K/$106.1M)

87283Q867

Shares:16.2K

Value:$522.9K

% of Portfolio:0.5% ($522.9K/$106.1M)

72201R775

Shares:5.5K

Value:$510.2K

% of Portfolio:0.5% ($510.2K/$106.1M)

922042742

VT|922042742

Shares:4.1K

Value:$475.4K

% of Portfolio:0.4% ($475.4K/$106.1M)

GDS Holdings Ltd

GDS|36165L108

Shares:18.6K

Value:$469.9K

% of Portfolio:0.4% ($469.9K/$106.1M)

464287499

IWR|464287499

Shares:5.3K

Value:$449.0K

% of Portfolio:0.4% ($449.0K/$106.1M)

78463X509

Shares:10.5K

Value:$414.1K

% of Portfolio:0.4% ($414.1K/$106.1M)

921932828

Shares:4.2K

Value:$402.0K

% of Portfolio:0.4% ($402.0K/$106.1M)

NVIDIA CORP

NVDA|67066G104

Shares:3.7K

Value:$397.4K

% of Portfolio:0.4% ($397.4K/$106.1M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.6K

Value:$389.2K

% of Portfolio:0.4% ($389.2K/$106.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:2.3K

Value:$353.8K

% of Portfolio:0.3% ($353.8K/$106.1M)

78464A854

SPLG|78464A854

Shares:5.4K

Value:$352.3K

% of Portfolio:0.3% ($352.3K/$106.1M)

AMAZON COM INC

AMZN|023135106

Shares:1.9K

Value:$352.0K

% of Portfolio:0.3% ($352.0K/$106.1M)

UNION PACIFIC CORP

UNP|907818108

Shares:1.5K

Value:$349.5K

% of Portfolio:0.3% ($349.5K/$106.1M)

464287408

IVE|464287408

Shares:1.7K

Value:$332.8K

% of Portfolio:0.3% ($332.8K/$106.1M)

78467V848

Shares:8.2K

Value:$328.6K

% of Portfolio:0.3% ($328.6K/$106.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWFcusip464287614)	1.6K	QoQ +0.12% (-2) YoY +0.44% (+7)	All Managers (Combined)	$569.8K	0.5% ($569.8K/$106.1M)	QoQ -9.99% (-$63.3K) YoY +7.60% (+$40.3K)
AMERICAN EXPRESS CO(AXPcusip025816109)	2.1K	QoQ 0.00% (-0) YoY -0.61% (-13)	All Managers (Combined)	$565.0K	0.5% ($565.0K/$106.1M)	QoQ -9.34% (-$58.3K) YoY +17.41% (-$83.8K)
(VIGcusip921908844)	2.9K	QoQ -1.49% (-44) YoY -8.81% (-281)	All Managers (Combined)	$563.9K	0.5% ($563.9K/$106.1M)	QoQ -2.42% (-$14.0K) YoY -3.13% (-$18.2K)
(VEAcusip921943858)	10.7K	QoQ +58.02% (+3.9K) YoY +543.09% (+9.0K)	All Managers (Combined)	$544.6K	0.5% ($544.6K/$106.1M)	QoQ +67.96% (+$220.4K) YoY +551.58% (+$461.0K)
EXXON MOBIL CORP(XOMcusip30231G102)	4.5K	QoQ +25.47% (+905) YoY +28.22% (+981)	All Managers (Combined)	$530.1K	0.5% ($530.1K/$106.1M)	QoQ +38.74% (+$148.0K) YoY +31.18% (+$126.0K)
(cusip87283Q867)✕	16.2K	QoQ +7.37% (+1.1K) YoY +24.17% (+3.2K)	All Managers (Combined)	$522.9K	0.5% ($522.9K/$106.1M)	QoQ +4.17% (+$20.9K) YoY +32.59% (+$128.5K)
(cusip72201R775)✕	5.5K	QoQ -0.10% (-6) YoY +7.35% (+378)	All Managers (Combined)	$510.2K	0.5% ($510.2K/$106.1M)	QoQ +2.15% (-$10.7K) YoY +8.06% (+$38.1K)
(VTcusip922042742)	4.1K	QoQ +0.34% (-14) YoY +1.96% (+79)	All Managers (Combined)	$475.4K	0.4% ($475.4K/$106.1M)	QoQ -0.98% (-$4.7K) YoY +6.99% (+$31.1K)
GDS Holdings Ltd(GDScusip36165L108)	18.6K	QoQ 0.00% (+0) YoY NEW(+18.6K)	All Managers (Combined)	$469.9K	0.4% ($469.9K/$106.1M)	QoQ +6.60% (+$29.1K) YoY NEW(+$469.9K)
(IWRcusip464287499)	5.3K	QoQ -0.78% (-42) YoY +60.57% (+2.0K)	All Managers (Combined)	$449.0K	0.4% ($449.0K/$106.1M)	QoQ -4.52% (-$21.3K) YoY +62.41% (+$172.5K)
(cusip78463X509)✕	10.5K	QoQ -3.98% (-436) YoY -2.09% (-225)	All Managers (Combined)	$414.1K	0.4% ($414.1K/$106.1M)	QoQ -1.47% (-$6.2K) YoY +6.51% (-$25.3K)
(cusip921932828)✕	4.2K	QoQ +14.41% (+525) YoY -52.84% (-4.7K)	All Managers (Combined)	$402.0K	0.4% ($402.0K/$106.1M)	QoQ +4.13% (+$16.0K) YoY -55.16% (-$494.7K)
NVIDIA CORP(NVDAcusip67066G104)	3.7K	QoQ +6.78% (-233) YoY +1925.96% (+3.5K)	All Managers (Combined)	$397.4K	0.4% ($397.4K/$106.1M)	QoQ -13.81% (-$63.7K) YoY +142.99% (+$233.9K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.6K	QoQ +2.82% (+43) YoY -10.00% (-174)	All Managers (Combined)	$389.2K	0.4% ($389.2K/$106.1M)	QoQ +16.31% (+$54.6K) YoY +17.17% (-$57.0K)
Alphabet Inc.(GOOGLcusip02079K305)	2.3K	QoQ +76.95% (+995) YoY +95.05% (+1.1K)	All Managers (Combined)	$353.8K	0.3% ($353.8K/$106.1M)	QoQ +44.55% (+$109.1K) YoY +99.86% (+$176.8K)
(SPLGcusip78464A854)	5.4K	QoQ 0.00% (-0) YoY -7.07% (-408)	All Managers (Combined)	$352.3K	0.3% ($352.3K/$106.1M)	QoQ -4.61% (-$17.0K) YoY -0.68% (-$2.4K)
AMAZON COM INC(AMZNcusip023135106)	1.9K	QoQ -27.81% (-713) YoY +61.00% (+701)	All Managers (Combined)	$352.0K	0.3% ($352.0K/$106.1M)	QoQ -37.40% (-$210.3K) YoY +69.82% (+$144.7K)
UNION PACIFIC CORP(UNPcusip907818108)	1.5K	QoQ +1.16% (+17) YoY +2.92% (-42)	All Managers (Combined)	$349.5K	0.3% ($349.5K/$106.1M)	QoQ +4.82% (+$16.1K) YoY -1.12% (-$4.0K)
(IVEcusip464287408)	1.7K	QoQ -1.35% (-24) YoY +20.99% (+303)	All Managers (Combined)	$332.8K	0.3% ($332.8K/$106.1M)	QoQ -1.49% (-$5.1K) YoY +23.49% (+$63.3K)
(cusip78467V848)✕	8.2K	QoQ +0.34% (+28) YoY +16.41% (+1.1K)	All Managers (Combined)	$328.6K	0.3% ($328.6K/$106.1M)	QoQ +2.64% (+$8.5K) YoY +17.12% (+$48.0K)