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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
WMWaste Mgmt Inc Del
Recent Activity
Increased 8.64%
1.07%
$2.892M
14,332 shares@ $201.79 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -10.69%
1.04%
$2.825M
14,925 shares@ $189.28 avg price
NFLXNetflix Inc
Recent Activity
Decreased -1.4%
1.04%
$2.809M
3,151 shares@ $891.47 avg price
MRVLMarvell Technology Inc
Recent Activity
New Position
1%
$2.72M
24,629 shares@ $110.44 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 4.1%
0.96%
$2.607M
2,845 shares@ $916.35 avg price
BXBlackstone Inc
Recent Activity
Decreased -26.13%
0.94%
$2.543M
14,748 shares@ $172.44 avg price
WMTWalmart Inc
Recent Activity
New Position
0.87%
$2.347M
25,974 shares@ $90.36 avg price
CRMSalesforce Inc
Recent Activity
Increased 8.06%
0.83%
$2.234M
6,682 shares@ $334.34 avg price
CVXChevron Corp New
Recent Activity
New Position
0.82%
$2.21M
15,258 shares@ $144.85 avg price
IGVIshares Tr
Recent Activity
New Position
0.8%
$2.162M
21,591 shares@ $100.14 avg price