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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

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corporation
Recent Activity
Decreased -0.47%
19.24%
$52.396M
390,171 shares@ $134.29 avg price
AAPL
Apple Inc
Recent Activity
Decreased -11.97%
6.86%
$18.673M
74,567 shares@ $250.42 avg price
MSFT
Microsoft Corp
Recent Activity
New Position
6.08%
$16.549M
39,261 shares@ $421.52 avg price
SPY
Spdr S&p 500 Etf Tr
Recent Activity
Increased 18.79%
4.9%
$13.33M
22,744 shares@ $586.09 avg price
QQQ
Invesco Qqq Tr
Recent Activity
Increased 22.54%
4.51%
$12.275M
24,011 shares@ $511.23 avg price
VYM
Vanguard Whitehall Fds
Recent Activity
New Position
3.91%
$10.644M
83,423 shares@ $127.6 avg price
BRK.B
Berkshire Hathaway Inc Del
Recent Activity
Increased 2.79%
3.13%
$8.504M
18,760 shares@ $453.31 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 3.87%
2.82%
$7.66M
33,039 shares@ $231.85 avg price
AMZN
Amazon Com Inc
Recent Activity
Increased 7.55%
2.47%
$6.716M
30,614 shares@ $219.38 avg price
PPL
Ppl Corp
Recent Activity
Increased 2.67%
1.97%
$5.353M
164,905 shares@ $32.47 avg price

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