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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
LMTLockheed Martin Corp
Recent Activity
New Position
0.23%
$611,000
1,258 shares@ $485.7 avg price
ONEQFidelity Comwlth Tr
Recent Activity
New Position
0.21%
$563,000
7,396 shares@ $76.13 avg price
GEVGe Vernova Inc
Recent Activity
New Position
0.18%
$475,000
1,444 shares@ $328.95 avg price
DISDisney Walt Co
Recent Activity
New Position
0.16%
$433,000
3,887 shares@ $111.4 avg price
LHLabcorp Holdings Inc
Recent Activity
New Position
0.16%
$427,000
1,862 shares@ $229.33 avg price
VOOVanguard Index Fds
Recent Activity
New Position
0.15%
$398,000
739 shares@ $538.57 avg price
QCOMQualcomm Inc
Recent Activity
New Position
0.15%
$385,000
2,509 shares@ $153.45 avg price
VIGVanguard Specialized Funds
Recent Activity
New Position
0.14%
$363,000
1,853 shares@ $195.9 avg price
PANWPalo Alto Networks Inc
Recent Activity
New Position
0.13%
$353,000
1,940 shares@ $181.96 avg price
CASYCaseys Gen Stores Inc
Recent Activity
New Position
0.13%
$353,000
891 shares@ $396.19 avg price