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| MacroView Investment Management LLC
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| |
|---|---|
| CRD # | 149621 |
| SEC # | 801-71500 |
| CIK # | 0001551727 |
| AUM | $270.9 MM (2024-07-16) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 301-907-6794 |
| Address | 4800 Hampden Lane Bethesda, MD 20814 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| HD | 277,648.0 | 3.8 | |
| PHYS | 3.7 | ||
| GLD | 2.9 | ||
| MSFT | 1,918,222.4 | 2.5 | |
| AAPL | 2,382,844.0 | 2.0 | |
| IAU | 1.1 | ||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 154 | 55.2 |
| (b) Individuals (high net worth individuals) | 48 | 113.9 |
| (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 | 11 | 87.7 |
| (h) Charitable organizations | 0 | 7.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 5.0 |
| (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 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 622 | 270.9 |
| By Discretionary | ||
| Discretionary | 622 | 270.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 622 | 270.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 270.9 | |
| Total | 622 | 270.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001551727] |
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