Macro Financial Advisors Inc

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Assets, Funds, Holdings

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Macro Financial Advisors Inc
CRD #127586
SEC #801-69057
CIK #0001821406
AUM
Employees
Phone402-420-2233
Address8525 Executive Woods Drive
Lincoln, NE 68512
Source [IAPD] [EDGAR]
Total AUM ($M)
40322416802006201220182025
Sector Form 13F Holdings Value ($M)
Apple Inc 2.7
Freeport McMoran Copper & Gold Inc 1.9
Nvidia Corp 1.3
Microsoft Corp 0.9
Alphabet Inc 0.9
Amazon Com Inc 0.6
 
 
 
 
 
Holdings by Sector ($M)
2502001501005002025202520262027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 364 34.3
By Discretionary
Discretionary 364 34.3
Non-Discretionary 0 0.0
Total 364 34.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 34.3
Total 364 34.3
EDGAR Form CIK 2011 - 2026
13F-HR [0001821406]
Firm Profile (Form ADV)
Discretionary AUM$0.0B
ServesRetail
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