Ashleigh Swayze

@Grandview Asset Management Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$272.438M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VCITVanguard Scottsdale Fds Recent Activity Increased 151.61%	0.31%	$843,000 10,502 shares@ $80.28 avg price	Increased 151.61%
JEPIJ P Morgan Exchange Traded F Recent Activity Increased 69.56%	0.3%	$793,000 13,785 shares@ $57.53 avg price	Increased 69.56%
TTDThe Trade Desk Inc Recent Activity Increased 15.03%	0.23%	$611,000 5,199 shares@ $117.53 avg price	Increased 15.03%
MAMastercard Incorporated Recent Activity Increased 1.85%	0.21%	$554,000 1,051 shares@ $527.12 avg price	Increased 1.85%
BABoeing Co Recent Activity Increased 13.31%	0.19%	$491,000 2,776 shares@ $176.88 avg price	Increased 13.31%
XLFSelect Sector Spdr Tr Recent Activity Increased 61.36%	0.14%	$371,000 7,666 shares@ $48.4 avg price	Increased 61.36%
SLVIshares Silver Tr Recent Activity Increased 36.33%	0.13%	$347,000 13,177 shares@ $26.34 avg price	Increased 36.33%
SPYVSpdr Ser Tr Recent Activity Increased 0.43%	0.13%	$340,000 6,642 shares@ $51.19 avg price	Increased 0.43%
GSGoldman Sachs Group Inc Recent Activity Increased 1.42%	0.13%	$327,000 572 shares@ $571.68 avg price	Increased 1.42%
BIBLNorthern Lts Fd Tr Iv Recent Activity Increased 0.2%	0.11%	$278,000 7,135 shares@ $38.97 avg price	Increased 0.2%