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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
ABTAbbott Labs
Recent Activity
Decreased -0.49%
0.1%
$252,000
2,230 shares@ $113.01 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -19.56%
0.09%
$231,000
6,168 shares@ $37.46 avg price
SVCService Pptys Tr
Recent Activity
Decreased -29.04%
0.06%
$161,000
63,511 shares@ $2.54 avg price