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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
SPYSpdr S&p 500 Etf Tr
| 4.9% | $13.33M 22,744 shares@ $586.09 avg price | Increased 18.79% |
QQQInvesco Qqq Tr
| 4.51% | $12.275M 24,011 shares@ $511.23 avg price | Increased 22.54% |
BRK.BBerkshire Hathaway Inc Del
| 3.13% | $8.504M 18,760 shares@ $453.31 avg price | Increased 2.79% |
AVGOBroadcom Inc
| 2.82% | $7.66M 33,039 shares@ $231.85 avg price | Increased 3.87% |
AMZNAmazon Com Inc
| 2.47% | $6.716M 30,614 shares@ $219.38 avg price | Increased 7.55% |
PPLPpl Corp
| 1.97% | $5.353M 164,905 shares@ $32.47 avg price | Increased 2.67% |
METAMeta Platforms Inc
| 1.91% | $5.184M 8,854 shares@ $585.5 avg price | Increased 2.27% |
CRWDCrowdstrike Hldgs Inc
| 1.62% | $4.409M 12,886 shares@ $342.16 avg price | Increased 5.38% |
TSLATesla Inc
| 1.14% | $3.093M 7,659 shares@ $403.84 avg price | Increased 12.39% |
WMWaste Mgmt Inc Del
| 1.07% | $2.892M 14,332 shares@ $201.79 avg price | Increased 8.64% |