Macroview Investment Management

BETHESDA, MDfiles as MACROVIEW INVESTMENT MANAGEMENT LLC

$161m in 105 US stocks at the end of 30 June 2026. The top 10 are 42.4% of the money. It changed about 8.4% of the portfolio this quarter.

Value

$161m

Stocks

105

Top 10 share

42.4%

Turnover

8.4%

What changed this quarter

New

Bought for the first time this quarter.

World Gold TRGLDM
1.4% of the fund
Innovator Etfs TrustDDFY
1.1% of the fund
Hudson Pacific PropertiesHPP
0.4% of the fund
Ishares TRSGOV
0.3% of the fund
Advanced Micro DevicesAMD
0.2% of the fund
Roundhill ETF TrustDRAM
0.2% of the fund
Cisco SystemsCSCO
0.2% of the fund
CrowdStrike HoldingsCRWD
0.1% of the fund
Ishares TREEM
0.1% of the fund
IntelINTC
0.1% of the fund
Global X FDSSNSR
0.1% of the fund
IsharesESGE
0.1% of the fund
Johnson & JohnsonJNJ
0.1% of the fund
Ameriprise FinancialAMP
0.1% of the fund
Spdr Index SHS FDSFEZ
0.1% of the fund

Added

Bought more of a stock they already held.

State STR Spdr S&P 500 ETF TSPY
6.6% of the fund
+7%
Schwab Strategic TRSCHG
4.7% of the fund
+6%
Ishares TREFA
4.4% of the fund
+5%
Invesco QQQ TRQQQ
3.9% of the fund
+6%
Ishares TRIJR
3.8% of the fund
+3%
Ishares TRIJH
3.7% of the fund
+3%
Ishares TRIEFA
3.1% of the fund
+3%
Ishares TRQUAL
2.5% of the fund
+3%
Putnam ETF TrustPVAL
1.9% of the fund
+11%
Schwab Strategic TRSCHD
1.8% of the fund
+9%
Janus Detroit STR TRJAAA
1.7% of the fund
+4%
Pimco ETF TRMINT
1.5% of the fund
+5%
Invesco Exchange Traded FD TRSP
1.5% of the fund
+18%
Vanguard Malvern FDSVTIP
1.4% of the fund
+6%
Proshares TRNOBL
1.4% of the fund
+6%
Janus Detroit STR TRVNLA
1.3% of the fund
+5%
Ishares Gold TRIAU
1.1% of the fund
+2%
Innovator Etfs TrustDDFM
1.0% of the fund
+5%
Goldman Sachs ETF TRGSLC
0.9% of the fund
+8%
Vanguard Tax-Managed FDSVEA
0.9% of the fund
+12%
Innovator Etfs TrustDDFD
0.8% of the fund
+5%
American ExpressAXP
0.5% of the fund
+3%
ExxonMobil HoldingsXOM
0.4% of the fund
+2%
Pimco ETF TRBOND
0.4% of the fund
+2%
Spdr Index SHS FDSSPEM
0.4% of the fund
+2%

Cut

Sold some of their stake.

Spdr Gold TRGLD
1.1% of the fund
-56%
Vanguard Scottsdale FDSVONV
1.0% of the fund
-2%
Select Sector Spdr TRXLV
1.0% of the fund
-3%
Profesionally Managed PortfoAKRE
0.9% of the fund
-6%
NvidiaNVDA
0.6% of the fund
-7%
AlphabetGOOG
0.6% of the fund
-2%
Coca-Cola ConsolidatedCOKE
0.5% of the fund
-3%
Amazon.comAMZN
0.4% of the fund
-2%
UnitedHealth GroupUNH
0.3% of the fund
-6%
Micron TechnologyMU
0.3% of the fund
-50%
Union PacificUNP
0.2% of the fund
-7%
JPMorgan ChaseJPM
0.2% of the fund
-13%
Vanguard Index FDSVBK
0.2% of the fund
-3%
BroadcomAVGO
0.2% of the fund
-3%
NVRNVR
0.2% of the fund
-2%
AllstateALL
0.2% of the fund
-2%
MckessonMCK
0.1% of the fund
-4%
Berkshire HathawayBRK-B
0.1% of the fund
-7%

Sold out

Sold their entire stake.

Innovator Etfs TrustDDTD
-100%
KLX Energy Services HoldingsKLXE
-100%
First TR Exchng Traded FD VIGAPR
-100%
Invesco Exch TRD SLF IDX FDBSMQ
-100%
Eos Energy EnterprisesEOSE
-100%
Under ArmourUA
-100%
ChevronCVX
-100%
SharplinkSBET
-100%

Holdings

State STR Spdr S&P 500 ETF TSPY
Share
6.6%
Value
$11m
Shares
14,277
+7%
Innovator Etfs TrustBMAR
Share
5.0%
Value
$8m
Shares
138,327
Held
Schwab Strategic TRSCHG
Share
4.7%
Value
$8m
Shares
223,933
+6%
Ishares TREFA
Share
4.4%
Value
$7m
Shares
67,589
+5%
Invesco QQQ TRQQQ
Share
3.9%
Value
$6m
Shares
8,499
+6%
Ishares TRIJR
Share
3.8%
Value
$6m
Shares
40,760
+3%
Ishares TRIJH
Share
3.7%
Value
$6m
Shares
78,155
+3%
Sprott Asset Management LPPHYS
Share
3.7%
Value
$6m
Shares
197,437
Held
Ishares TRIVV
Share
3.6%
Value
$6m
Shares
7,696
Held
Ishares TRIEFA
Share
3.1%
Value
$5m
Shares
51,877
+3%
Ishares TRQUAL
Share
2.5%
Value
$4m
Shares
18,605
+3%
Home DepotHD
Share
2.4%
Value
$4m
Shares
11,163
Held
AppleAAPL
Share
2.4%
Value
$4m
Shares
13,197
Held
Putnam ETF TrustPVAL
Share
1.9%
Value
$3m
Shares
60,530
+11%
Schwab Strategic TRSCHD
Share
1.8%
Value
$3m
Shares
91,674
+9%
Janus Detroit STR TRJAAA
Share
1.7%
Value
$3m
Shares
53,519
+4%
Janus Detroit STR TRJMBS
Share
1.6%
Value
$3m
Shares
57,249
Held
Pimco ETF TRMINT
Share
1.5%
Value
$2m
Shares
24,727
+5%
MicrosoftMSFT
Share
1.5%
Value
$2m
Shares
6,622
Held
Ishares TRESGU
Share
1.5%
Value
$2m
Shares
14,938
Held
Invesco Exchange Traded FD TRSP
Share
1.5%
Value
$2m
Shares
10,970
+18%
Vanguard Malvern FDSVTIP
Share
1.4%
Value
$2m
Shares
46,293
+6%
Proshares TRNOBL
Share
1.4%
Value
$2m
Shares
40,356
+6%
World Gold TRGLDM
Share
1.4%
Value
$2m
Shares
28,020
New
Janus Detroit STR TRVNLA
Share
1.3%
Value
$2m
Shares
42,550
+5%
Spdr Gold TRGLD
Share
1.1%
Value
$2m
Shares
4,905
-56%
Ishares Gold TRIAU
Share
1.1%
Value
$2m
Shares
22,514
+2%
Vanguard Index FDSVTI
Share
1.1%
Value
$2m
Shares
4,591
Held
Innovator Etfs TrustDDFY
Share
1.1%
Value
$2m
Shares
84,664
New
Vanguard Scottsdale FDSVONV
Share
1.0%
Value
$2m
Shares
14,650
-2%
Select Sector Spdr TRXLV
Share
1.0%
Value
$2m
Shares
9,808
-3%
Innovator Etfs TrustDDFM
Share
1.0%
Value
$2m
Shares
78,709
+5%
Goldman Sachs ETF TRGSLC
Share
0.9%
Value
$1m
Shares
10,244
+8%
Innovator Etfs TrustPMAR
Share
0.9%
Value
$1m
Shares
30,285
Held
Vanguard Tax-Managed FDSVEA
Share
0.9%
Value
$1m
Shares
20,270
+12%
Profesionally Managed PortfoAKRE
Share
0.9%
Value
$1m
Shares
25,951
-6%
First TR Exchng Traded FD VIQCAP
Share
0.9%
Value
$1m
Shares
55,029
Held
Innovator Etfs TrustDDFD
Share
0.8%
Value
$1m
Shares
67,655
+5%
Vanguard Star FDSVXUS
Share
0.8%
Value
$1m
Shares
14,995
Held
NvidiaNVDA
Share
0.6%
Value
$1m
Shares
5,063
-7%
AlphabetGOOGL
Share
0.6%
Value
$985,775
Shares
2,758
Held
Lockheed MartinLMT
Share
0.6%
Value
$894,611
Shares
1,756
Held
AlphabetGOOG
Share
0.6%
Value
$893,022
Shares
2,527
-2%
OracleORCL
Share
0.5%
Value
$803,304
Shares
5,481
Held
Coca-Cola ConsolidatedCOKE
Share
0.5%
Value
$799,662
Shares
4,188
-3%
Ishares TRIWF
Share
0.5%
Value
$787,108
Shares
6,339
Held
American ExpressAXP
Share
0.5%
Value
$739,415
Shares
2,186
+3%
ExxonMobil HoldingsXOM
Share
0.4%
Value
$723,859
Shares
5,294
+2%
Pimco ETF TRBOND
Share
0.4%
Value
$719,576
Shares
7,804
+2%
Vanguard Specialized FundsVIG
Share
0.4%
Value
$698,178
Shares
2,951
Held
Hudson Pacific PropertiesHPP
Share
0.4%
Value
$691,753
Shares
45,540
New
Vanguard Intl Equity Index FVT
Share
0.4%
Value
$657,615
Shares
4,190
Held
Spdr Index SHS FDSSPEM
Share
0.4%
Value
$654,741
Shares
12,645
+2%
Amazon.comAMZN
Share
0.4%
Value
$615,632
Shares
2,583
-2%
Ishares TRIWR
Share
0.4%
Value
$606,544
Shares
5,498
Held
Vanguard Admiral FDSVIOO
Share
0.3%
Value
$542,066
Shares
3,941
Held
Ssga Active ETF TRTOTL
Share
0.3%
Value
$540,085
Shares
13,683
+2%
Ishares TRIVE
Share
0.3%
Value
$537,417
Shares
2,367
+7%
T Rowe Price Exchange-TradedTCAF
Share
0.3%
Value
$527,420
Shares
12,833
Held
Ishares TRSGOV
Share
0.3%
Value
$517,951
Shares
5,145
New
International Business MachinesIBM
Share
0.3%
Value
$509,927
Shares
1,813
+13%
Schwab Strategic TRSCHX
Share
0.3%
Value
$492,188
Shares
16,724
Held
UnitedHealth GroupUNH
Share
0.3%
Value
$478,264
Shares
1,151
-6%
Spdr Series TrustSPYM
Share
0.3%
Value
$474,791
Shares
5,403
Held
Morgan StanleyMS
Share
0.3%
Value
$455,800
Shares
2,180
Held
Vanguard Intl Equity Index FVWO
Share
0.3%
Value
$439,155
Shares
7,357
+6%
First TR Exchange-Traded FDFGD
Share
0.3%
Value
$434,309
Shares
13,576
+9%
Schwab Strategic TRSCHF
Share
0.3%
Value
$424,412
Shares
15,322
Held
Micron TechnologyMU
Share
0.3%
Value
$418,138
Shares
362
-50%
Listed FDS TRINFL
Share
0.2%
Value
$393,361
Shares
7,886
Held
Goldman Sachs GroupGS
Share
0.2%
Value
$381,415
Shares
377
Held
WalmartWMT
Share
0.2%
Value
$378,683
Shares
3,343
Held
Meta PlatformsMETA
Share
0.2%
Value
$378,016
Shares
671
Held
Bank of New York MellonBNY
Share
0.2%
Value
$377,866
Shares
2,613
Held
GDS HldgsGDS
Share
0.2%
Value
$374,174
Shares
12,460
Held
Vaneck ETF TrustHAP
Share
0.2%
Value
$366,026
Shares
5,335
Held
Vanguard Intl Equity Index FVGK
Share
0.2%
Value
$363,477
Shares
4,105
Held
Spdr Series TrustXBI
Share
0.2%
Value
$348,852
Shares
2,204
Held
Union PacificUNP
Share
0.2%
Value
$345,477
Shares
1,270
-7%
Advanced Micro DevicesAMD
Share
0.2%
Value
$336,347
Shares
579
New
JPMorgan ChaseJPM
Share
0.2%
Value
$327,985
Shares
1,002
-13%
Ishares TRIWM
Share
0.2%
Value
$323,062
Shares
1,075
Held
Vanguard Index FDSVBK
Share
0.2%
Value
$322,472
Shares
882
-3%
First TR Exchange-Traded FDCIBR
Share
0.2%
Value
$322,283
Shares
3,587
Held
Blackrock ETF TrustDYNF
Share
0.2%
Value
$316,930
Shares
4,660
+32%
First TR Exchange-Traded FDWCMI
Share
0.2%
Value
$316,909
Shares
16,194
+12%
BroadcomAVGO
Share
0.2%
Value
$313,752
Shares
831
-3%
Science Applications InternationalSAIC
Share
0.2%
Value
$295,899
Shares
2,680
+25%
NVRNVR
Share
0.2%
Value
$292,976
Shares
43
-2%
AllstateALL
Share
0.2%
Value
$288,383
Shares
1,212
-2%
Roundhill ETF TrustDRAM
Share
0.2%
Value
$248,358
Shares
3,363
New
Cisco SystemsCSCO
Share
0.2%
Value
$246,711
Shares
2,100
New
CrowdStrike HoldingsCRWD
Share
0.1%
Value
$238,863
Shares
313
New
Ishares TREEM
Share
0.1%
Value
$238,334
Shares
3,484
New
MckessonMCK
Share
0.1%
Value
$237,280
Shares
314
-4%
Berkshire HathawayBRK-B
Share
0.1%
Value
$231,180
Shares
462
-7%
IntelINTC
Share
0.1%
Value
$230,864
Shares
1,653
New
TeslaTSLA
Share
0.1%
Value
$226,703
Shares
539
Held
Global X FDSSNSR
Share
0.1%
Value
$221,610
Shares
4,435
New
Electronic ArtsEA
Share
0.1%
Value
$220,828
Shares
1,077
Held

Company	Share of fund	Value	Shares	Change
State STR Spdr S&P 500 ETF TSPY	6.6%	$11m	14,277	+7%
Innovator Etfs TrustBMAR	5.0%	$8m	138,327	Held
Schwab Strategic TRSCHG	4.7%	$8m	223,933	+6%
Ishares TREFA	4.4%	$7m	67,589	+5%
Invesco QQQ TRQQQ	3.9%	$6m	8,499	+6%
Ishares TRIJR	3.8%	$6m	40,760	+3%
Ishares TRIJH	3.7%	$6m	78,155	+3%
Sprott Asset Management LPPHYS	3.7%	$6m	197,437	Held
Ishares TRIVV	3.6%	$6m	7,696	Held
Ishares TRIEFA	3.1%	$5m	51,877	+3%
Ishares TRQUAL	2.5%	$4m	18,605	+3%
Home DepotHD	2.4%	$4m	11,163	Held
AppleAAPL	2.4%	$4m	13,197	Held
Putnam ETF TrustPVAL	1.9%	$3m	60,530	+11%
Schwab Strategic TRSCHD	1.8%	$3m	91,674	+9%
Janus Detroit STR TRJAAA	1.7%	$3m	53,519	+4%
Janus Detroit STR TRJMBS	1.6%	$3m	57,249	Held
Pimco ETF TRMINT	1.5%	$2m	24,727	+5%
MicrosoftMSFT	1.5%	$2m	6,622	Held
Ishares TRESGU	1.5%	$2m	14,938	Held
Invesco Exchange Traded FD TRSP	1.5%	$2m	10,970	+18%
Vanguard Malvern FDSVTIP	1.4%	$2m	46,293	+6%
Proshares TRNOBL	1.4%	$2m	40,356	+6%
World Gold TRGLDM	1.4%	$2m	28,020	New
Janus Detroit STR TRVNLA	1.3%	$2m	42,550	+5%
Spdr Gold TRGLD	1.1%	$2m	4,905	-56%
Ishares Gold TRIAU	1.1%	$2m	22,514	+2%
Vanguard Index FDSVTI	1.1%	$2m	4,591	Held
Innovator Etfs TrustDDFY	1.1%	$2m	84,664	New
Vanguard Scottsdale FDSVONV	1.0%	$2m	14,650	-2%
Select Sector Spdr TRXLV	1.0%	$2m	9,808	-3%
Innovator Etfs TrustDDFM	1.0%	$2m	78,709	+5%
Goldman Sachs ETF TRGSLC	0.9%	$1m	10,244	+8%
Innovator Etfs TrustPMAR	0.9%	$1m	30,285	Held
Vanguard Tax-Managed FDSVEA	0.9%	$1m	20,270	+12%
Profesionally Managed PortfoAKRE	0.9%	$1m	25,951	-6%
First TR Exchng Traded FD VIQCAP	0.9%	$1m	55,029	Held
Innovator Etfs TrustDDFD	0.8%	$1m	67,655	+5%
Vanguard Star FDSVXUS	0.8%	$1m	14,995	Held
NvidiaNVDA	0.6%	$1m	5,063	-7%
AlphabetGOOGL	0.6%	$985,775	2,758	Held
Lockheed MartinLMT	0.6%	$894,611	1,756	Held
AlphabetGOOG	0.6%	$893,022	2,527	-2%
OracleORCL	0.5%	$803,304	5,481	Held
Coca-Cola ConsolidatedCOKE	0.5%	$799,662	4,188	-3%
Ishares TRIWF	0.5%	$787,108	6,339	Held
American ExpressAXP	0.5%	$739,415	2,186	+3%
ExxonMobil HoldingsXOM	0.4%	$723,859	5,294	+2%
Pimco ETF TRBOND	0.4%	$719,576	7,804	+2%
Vanguard Specialized FundsVIG	0.4%	$698,178	2,951	Held
Hudson Pacific PropertiesHPP	0.4%	$691,753	45,540	New
Vanguard Intl Equity Index FVT	0.4%	$657,615	4,190	Held
Spdr Index SHS FDSSPEM	0.4%	$654,741	12,645	+2%
Amazon.comAMZN	0.4%	$615,632	2,583	-2%
Ishares TRIWR	0.4%	$606,544	5,498	Held
Vanguard Admiral FDSVIOO	0.3%	$542,066	3,941	Held
Ssga Active ETF TRTOTL	0.3%	$540,085	13,683	+2%
Ishares TRIVE	0.3%	$537,417	2,367	+7%
T Rowe Price Exchange-TradedTCAF	0.3%	$527,420	12,833	Held
Ishares TRSGOV	0.3%	$517,951	5,145	New
International Business MachinesIBM	0.3%	$509,927	1,813	+13%
Schwab Strategic TRSCHX	0.3%	$492,188	16,724	Held
UnitedHealth GroupUNH	0.3%	$478,264	1,151	-6%
Spdr Series TrustSPYM	0.3%	$474,791	5,403	Held
Morgan StanleyMS	0.3%	$455,800	2,180	Held
Vanguard Intl Equity Index FVWO	0.3%	$439,155	7,357	+6%
First TR Exchange-Traded FDFGD	0.3%	$434,309	13,576	+9%
Schwab Strategic TRSCHF	0.3%	$424,412	15,322	Held
Micron TechnologyMU	0.3%	$418,138	362	-50%
Listed FDS TRINFL	0.2%	$393,361	7,886	Held
Goldman Sachs GroupGS	0.2%	$381,415	377	Held
WalmartWMT	0.2%	$378,683	3,343	Held
Meta PlatformsMETA	0.2%	$378,016	671	Held
Bank of New York MellonBNY	0.2%	$377,866	2,613	Held
GDS HldgsGDS	0.2%	$374,174	12,460	Held
Vaneck ETF TrustHAP	0.2%	$366,026	5,335	Held
Vanguard Intl Equity Index FVGK	0.2%	$363,477	4,105	Held
Spdr Series TrustXBI	0.2%	$348,852	2,204	Held
Union PacificUNP	0.2%	$345,477	1,270	-7%
Advanced Micro DevicesAMD	0.2%	$336,347	579	New
JPMorgan ChaseJPM	0.2%	$327,985	1,002	-13%
Ishares TRIWM	0.2%	$323,062	1,075	Held
Vanguard Index FDSVBK	0.2%	$322,472	882	-3%
First TR Exchange-Traded FDCIBR	0.2%	$322,283	3,587	Held
Blackrock ETF TrustDYNF	0.2%	$316,930	4,660	+32%
First TR Exchange-Traded FDWCMI	0.2%	$316,909	16,194	+12%
BroadcomAVGO	0.2%	$313,752	831	-3%
Science Applications InternationalSAIC	0.2%	$295,899	2,680	+25%
NVRNVR	0.2%	$292,976	43	-2%
AllstateALL	0.2%	$288,383	1,212	-2%
Roundhill ETF TrustDRAM	0.2%	$248,358	3,363	New
Cisco SystemsCSCO	0.2%	$246,711	2,100	New
CrowdStrike HoldingsCRWD	0.1%	$238,863	313	New
Ishares TREEM	0.1%	$238,334	3,484	New
MckessonMCK	0.1%	$237,280	314	-4%
Berkshire HathawayBRK-B	0.1%	$231,180	462	-7%
IntelINTC	0.1%	$230,864	1,653	New
TeslaTSLA	0.1%	$226,703	539	Held
Global X FDSSNSR	0.1%	$221,610	4,435	New
Electronic ArtsEA	0.1%	$220,828	1,077	Held

Showing the largest 100 of 105.

Options (1)

Ishares TR
Type
Put
Value
$1m
Contracts
3,500

Company	Type	Value	Contracts
Ishares TR	Put	$1m	3,500

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 32.0% since 30 June 2025.

Where the money is

Technology6.6%

Retail & consumer3.2%

Financial services1.9%

Media & telecom1.4%

Industrials1.0%

Everyday goods0.7%

Health care0.6%

Energy0.4%

Real estate0.4%

Other83.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.