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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
VZVerizon Communications Inc
Recent Activity
Decreased -8.17%
0.48%
$1.282M
32,067 shares@ $39.98 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -1.34%
0.39%
$1.045M
8,654 shares@ $120.76 avg price
SHOPShopify Inc
Recent Activity
Decreased -13.22%
0.3%
$810,000
7,619 shares@ $106.32 avg price
BACBank America Corp
Recent Activity
Decreased -2.02%
0.28%
$759,000
17,272 shares@ $43.95 avg price
OUSAAlps Etf Tr
Recent Activity
Decreased -6.5%
0.26%
$692,000
13,022 shares@ $53.15 avg price
SSOProshares Tr
Recent Activity
Decreased -12.13%
0.25%
$667,000
7,205 shares@ $92.58 avg price
VACMarriott Vacations Worldwide
Recent Activity
Decreased -4.33%
0.22%
$594,000
6,620 shares@ $89.73 avg price
DLNWisdomtree Tr
Recent Activity
Decreased -7.61%
0.2%
$527,000
6,772 shares@ $77.83 avg price
PARAParamount Global
Recent Activity
Decreased -29.86%
0.11%
$299,000
28,625 shares@ $10.45 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -25.82%
0.11%
$285,000
2,866 shares@ $99.45 avg price