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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
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
VOVanguard Index Fds
Recent Activity
New Position
1.56%
$4.235M
16,033 shares@ $264.15 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -8.94%
1.52%
$4.134M
21,706 shares@ $190.46 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
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -2.5%
1.23%
$3.325M
13,873 shares@ $239.68 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -1.09%
1.17%
$3.172M
17,850 shares@ $177.71 avg price
TSLATesla Inc
Recent Activity
Increased 12.39%
1.14%
$3.093M
7,659 shares@ $403.84 avg price