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Ashleigh Swayze

@Grandview Asset Management Llc

Latest period2024 - Q4ReportedManaged Assets$272.438MTotal holdings116
Assets growth rate56.11%Assets growth rate (2-Q avg)29.13%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Grandview Asset Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 116 positions.

Assets under management

The assets under management (AUM) of Grandview Asset Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 272.438M in assets, with a quarterly growth rate of 56.11% and a 2-quarter average growth rate of 29.13%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation
Recent Activity
Decreased -0.47%
19.24%
$52.396M
390,171 shares@ $134.29 avg price
AAPLApple Inc
Recent Activity
Decreased -11.97%
6.86%
$18.673M
74,567 shares@ $250.42 avg price
MSFTMicrosoft Corp
Recent Activity
New Position
6.08%
$16.549M
39,261 shares@ $421.52 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 18.79%
4.9%
$13.33M
22,744 shares@ $586.09 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 22.54%
4.51%
$12.275M
24,011 shares@ $511.23 avg price
VYMVanguard Whitehall Fds
Recent Activity
New Position
3.91%
$10.644M
83,423 shares@ $127.6 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 2.79%
3.13%
$8.504M
18,760 shares@ $453.31 avg price
AVGOBroadcom Inc
Recent Activity
Increased 3.87%
2.82%
$7.66M
33,039 shares@ $231.85 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 7.55%
2.47%
$6.716M
30,614 shares@ $219.38 avg price
PPLPpl Corp
Recent Activity
Increased 2.67%
1.97%
$5.353M
164,905 shares@ $32.47 avg price