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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| MacroView Investment Management LLC
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|---|---|
| CRD # | 149621 |
| SEC # | 801-71500 |
| CIK # | 0001551727 |
| AUM | $296.9 M (2025-02-20) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 301-907-6794 |
| Address | 4800 Hampden Lane Bethesda, MD 20814 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sprott Physical Gold Trust | 5.2 | ||
| SPDR Gold Trust | 4.2 | ||
| Home Depot Inc | 4.1 | ||
| Microsoft Corp | 3.0 | ||
| Apple Inc | 2.5 | ||
| iShares Comex Gold Trust | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 159 | 62.2 |
| (b) Individuals (high net worth individuals) | 53 | 132.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 87.3 |
| (h) Charitable organizations | 0 | 7.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 6.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 703 | 296.9 |
| By Discretionary | ||
| Discretionary | 703 | 296.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 703 | 296.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 296.9 | |
| Total | 703 | 296.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001551727] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Salvus Wealth Management LLC
✚
|
NJ | 0.3 |
|
Gunpowder Capital Management LLC
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MD | 0.3 |
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Strategent Financial LLC
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VA | 0.3 |
|
Langley Wealth Management LLC
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MS | 0.3 |
|
Hicks Capital Management LLC
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OH | 0.3 |
|
Wealth Advisors Network Inc
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NE | 0.3 |
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Core Compliance Group LLC
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SC | 0.3 |
|
Futura Asset Advisors LLC
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|
FL | 0.3 |
|
First Financial Advisors Inc
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|
MI | 0.3 |
|
Kevin M Gibney and Company LLC
✚
|
NJ | 0.3 |