Ashleigh Swayze

@Grandview Asset Management Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$272.438M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
FASDirexion Shs Etf Tr Recent Activity Exited	0%	$311,000 2,400 shares@ $129.59 avg price	Exited
PFXFVaneck Etf Trust Recent Activity Exited	0%	$233,000 12,771 shares@ $18.25 avg price	Exited
MELIMercadolibre Inc Recent Activity Exited	0%	$230,000 112 shares@ $2053.58 avg price	Exited
VDEVanguard World Fd Recent Activity Exited	0%	$225,000 1,838 shares@ $122.42 avg price	Exited
PYPLPaypal Hldgs Inc Recent Activity Exited	0%	$212,000 2,713 shares@ $78.15 avg price	Exited
BLESNorthern Lts Fd Tr Iv Recent Activity Exited	0%	$204,000 5,162 shares@ $39.52 avg price	Exited