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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
PEPPepsico Inc
Recent Activity
New Position
0.73%
$1.969M
12,948 shares@ $152.07 avg price
KRESpdr Ser Tr
Recent Activity
New Position
0.6%
$1.63M
27,015 shares@ $60.34 avg price
VTIVanguard Index Fds
Recent Activity
New Position
0.57%
$1.549M
5,344 shares@ $289.86 avg price
PFFIshares Tr
Recent Activity
New Position
0.56%
$1.522M
48,409 shares@ $31.45 avg price
PNCPnc Finl Svcs Group Inc
Recent Activity
New Position
0.44%
$1.192M
6,182 shares@ $192.82 avg price
IBMInternational Business Machs
Recent Activity
New Position
0.44%
$1.189M
5,409 shares@ $219.82 avg price
JNJJohnson & Johnson
Recent Activity
New Position
0.41%
$1.099M
7,597 shares@ $144.67 avg price
CSXCsx Corp
Recent Activity
New Position
0.4%
$1.08M
33,460 shares@ $32.28 avg price
HONHoneywell Intl Inc
Recent Activity
New Position
0.38%
$1.016M
4,500 shares@ $225.78 avg price
VVVanguard Index Fds
Recent Activity
New Position
0.37%
$1.002M
3,715 shares@ $269.72 avg price