MondegarAI
MACROVIEW INVESTMENT MANAGEMENT LLC

Q1 2025 · 13F-HR

MACROVIEW INVESTMENT MANAGEMENT LLCholdings as filed

Filed 2025-04-29 · accession 0001214659-25-006521

$107.0M
Reported value
84
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
45782C391BMARINNOVATOR ETFS TRUST$6.4M5.95%139,724CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$5.1M4.76%203,424CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$5.0M4.63%60,060CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$4.9M4.61%204,882CommonNONE
464287465EFAISHARES TR$4.7M4.41%57,677CommonNONE
437076102HDHOME DEPOT INC$4.1M3.80%11,076CommonNONE
78463V107GLDSPDR GOLD TR$4.0M3.76%13,964CommonNONE
464287200IVVISHARES TR$3.8M3.56%6,771CommonNONE
46090E103QQQINVESCO QQQ TR$3.8M3.52%8,020CommonNONE
46432F339QUALISHARES TR$3.0M2.85%17,844CommonNONE
47103U845JAAAJANUS DETROIT STR TR$2.7M2.51%52,992CommonNONE
037833100AAPLAPPLE INC$2.7M2.50%12,022CommonNONE
47103U852JMBSJANUS DETROIT STR TR$2.5M2.29%54,258CommonNONE
72201R833MINTPIMCO ETF TR$2.4M2.24%23,791CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2.4M2.20%4,215CommonNONE
594918104MSFTMICROSOFT CORP$2.2M2.09%5,941CommonNONE
74348A467NOBLPROSHARES TR$2.2M2.02%21,185CommonNONE
464287507IJHISHARES TR$2.1M2.00%36,609CommonNONE
47103U886VNLAJANUS DETROIT STR TR$2.0M1.88%40,999CommonNONE
464287804IJRISHARES TR$1.9M1.75%17,932CommonNONE
46432F842IEFAISHARES TR$1.9M1.74%24,601CommonNONE
46435G425ESGUISHARES TR$1.7M1.63%14,334CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.7M1.56%9,627CommonNONE
464285204IAUISHARES GOLD TR$1.5M1.42%25,759CommonNONE
45782C524IJANINNOVATOR ETFS TRUST$1.5M1.41%47,032CommonNONE
922020805VTIPVANGUARD MALVERN FDS$1.3M1.21%25,938CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.3M1.20%25,799CommonNONE
45782C409BJANINNOVATOR ETFS TRUST$1.3M1.20%27,435CommonNONE
33740U737GFEBFIRST TR EXCHNG TRADED FD VI$1.2M1.13%32,903CommonNONE
45782C383PMARINNOVATOR ETFS TRUST$1.2M1.13%30,285CommonNONE
45782C797POCTINNOVATOR ETFS TRUST$1.2M1.12%30,885CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$1.2M1.12%14,400CommonNONE
922908769VTIVANGUARD INDEX FDS$1.1M1.04%4,066CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$1.0M0.96%9,297CommonNONE
922908595VBKVANGUARD INDEX FDS$1.0M0.94%3,987CommonNONE
921909768VXUSVANGUARD STAR FDS$877,0560.82%14,123CommonNONE
464287655IWMISHARES TR$817,9090.76%4,100PUTNONE
539830109LMTLOCKHEED MARTIN CORP$764,0870.71%1,710CommonNONE
464288885EFGISHARES TR$680,4970.64%6,805CommonNONE
68389X105ORCLORACLE CORP$663,0530.62%4,743CommonNONE
191098102COKECOCA COLA CONS INC$584,5500.55%433CommonNONE
464287614IWFISHARES TR$569,7510.53%1,578CommonNONE
025816109AXPAMERICAN EXPRESS CO$565,0050.53%2,100CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$563,8610.53%2,907CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$544,5720.51%10,714CommonNONE
30231G102XOMEXXON MOBIL CORP$530,0710.50%4,457CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$522,9220.49%16,200CommonNONE
72201R775BONDPIMCO ETF TR$510,2240.48%5,518CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$475,3620.44%4,100CommonNONE
36165L108GDSGDS HLDGS LTD$469,8720.44%18,550CommonNONE
464287499IWRISHARES TR$448,9580.42%5,278CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$414,1000.39%10,518CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$402,0260.38%4,166CommonNONE
67066G104NVDANVIDIA CORPORATION$397,4360.37%3,667CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$389,1530.36%1,565CommonNONE
02079K305GOOGLALPHABET INC$353,8480.33%2,288CommonNONE
78464A854SPYMSPDR SER TR$352,2900.33%5,357CommonNONE
023135106AMZNAMAZON COM INC$351,9810.33%1,850CommonNONE
907818108UNPUNION PAC CORP$349,4560.33%1,479CommonNONE
464287408IVEISHARES TR$332,8390.31%1,746CommonNONE
78467V848TOTLSSGA ACTIVE ETF TR$328,6210.31%8,156CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$323,9640.30%2,450CommonNONE
53656F623INFLLISTED FD TR$319,8170.30%7,868CommonNONE
62944T105NVRNVR INC$311,5090.29%43CommonNONE
464287655IWMISHARES TR$293,2330.27%1,470CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$291,9020.27%13,220CommonNONE
92189F841HAPVANECK ETF TRUST$282,7130.26%5,675CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$278,7680.26%3,970CommonNONE
02079K107GOOGALPHABET INC$275,9030.26%1,766CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$266,1280.25%508CommonNONE
30303M102METAMETA PLATFORMS INC$263,9730.25%458CommonNONE
617446448MSMORGAN STANLEY$249,1570.23%2,136CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$245,3080.23%12,402CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$244,3190.23%996CommonNONE
020002101ALLALLSTATE CORP$236,2670.22%1,141CommonNONE
37954Y442CLOUGLOBAL X FDS$233,8500.22%11,141CommonNONE
931142103WMTWALMART INC$233,6880.22%2,662CommonNONE
78464A870XBISPDR SER TR$232,1320.22%2,862CommonNONE
33740U653GAUGFIRST TR EXCHNG TRADED FD VI$225,8430.21%6,500CommonNONE
064058100BKBANK NEW YORK MELLON CORP$213,8690.20%2,550CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$209,3040.20%393CommonNONE
58155Q103MCKMCKESSON CORP$208,2830.19%309CommonNONE
464287234EEMISHARES TR$205,3890.19%4,700CommonNONE
03076C106AMPAMERIPRISE FINL INC$204,7790.19%423CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.