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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
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
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
METAMeta Platforms Inc
Recent Activity
Increased 2.27%
1.91%
$5.184M
8,854 shares@ $585.5 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Increased 5.38%
1.62%
$4.409M
12,886 shares@ $342.16 avg price
TSLATesla Inc
Recent Activity
Increased 12.39%
1.14%
$3.093M
7,659 shares@ $403.84 avg price
WMWaste Mgmt Inc Del
Recent Activity
Increased 8.64%
1.07%
$2.892M
14,332 shares@ $201.79 avg price