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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
COSTCostco Whsl Corp New
Recent Activity
Increased 4.1%
0.96%
$2.607M
2,845 shares@ $916.35 avg price
CRMSalesforce Inc
Recent Activity
Increased 8.06%
0.83%
$2.234M
6,682 shares@ $334.34 avg price
VVisa Inc
Recent Activity
Increased 11.86%
0.79%
$2.137M
6,763 shares@ $315.99 avg price
DUKDuke Energy Corp New
Recent Activity
Increased 5.91%
0.56%
$1.514M
14,049 shares@ $107.77 avg price
NETCloudflare Inc
Recent Activity
Increased 16.53%
0.48%
$1.289M
11,972 shares@ $107.67 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Increased 1.57%
0.44%
$1.19M
2,797 shares@ $425.46 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Increased 223.56%
0.44%
$1.172M
15,482 shares@ $75.71 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 11.43%
0.4%
$1.084M
4,477 shares@ $242.13 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 16.08%
0.33%
$893,000
8,305 shares@ $107.53 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 35.83%
0.32%
$858,000
10,994 shares@ $78.05 avg price