MACROVIEW INVESTMENT MANAGEMENT LLC

Q3 2025 13F-HR Holdings

Location
Bethesda, MD
Holdings as of
9/30/2025
Date filed
10/24/2025
Form type
13F-HR
Num holdings
93
Total value ($000)
$134,159
Net value change ($000)
+11,229 (9.1%)
New positions
7
Sold out positions
8
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2025 Next filing: 2/5/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XLV 1,550 NEW
SPY 1,362 39.1%
SCHG 976 15.7%
PHYS 868 16.7%
GLD 735 17.4%
AAPL 646 25.4%
PVAL 625 NEW
QQQ 591 12.9%
EFA 512 9.7%
SCHD 498 NEW
Top Reduces (Value $000, Stocks/ETFs)
XLF -1,352 -100.0%
VONV -462 -8.8%
LCTU -351 -100.0%
EAGG -322 -100.0%
CEG -308 -100.0%
DSI -303 -100.0%
SUSC -267 -100.0%
ESGE -252 -100.0%
USXF -242 -100.0%
VBK -86 -7.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,016 (0.8% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type