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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
MSFTMicrosoft Corp
Recent Activity
New Position
6.08%
$16.549M
39,261 shares@ $421.52 avg price
VYMVanguard Whitehall Fds
Recent Activity
New Position
3.91%
$10.644M
83,423 shares@ $127.6 avg price
VOVanguard Index Fds
Recent Activity
New Position
1.56%
$4.235M
16,033 shares@ $264.15 avg price
VBVanguard Index Fds
Recent Activity
New Position
1.36%
$3.702M
15,407 shares@ $240.29 avg price
VTVVanguard Index Fds
Recent Activity
New Position
1.26%
$3.413M
20,157 shares@ $169.33 avg price
VUGVanguard Index Fds
Recent Activity
New Position
1.25%
$3.395M
8,272 shares@ $410.43 avg price
MRVLMarvell Technology Inc
Recent Activity
New Position
1%
$2.72M
24,629 shares@ $110.44 avg price
WMTWalmart Inc
Recent Activity
New Position
0.87%
$2.347M
25,974 shares@ $90.36 avg price
CVXChevron Corp New
Recent Activity
New Position
0.82%
$2.21M
15,258 shares@ $144.85 avg price
IGVIshares Tr
Recent Activity
New Position
0.8%
$2.162M
21,591 shares@ $100.14 avg price