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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
XPOXpo Inc
Recent Activity
New Position
0.13%
$349,000
2,664 shares@ $131.01 avg price
LYVLive Nation Entertainment In
Recent Activity
New Position
0.13%
$346,000
2,670 shares@ $129.59 avg price
SCHDSchwab Strategic Tr
Recent Activity
New Position
0.13%
$345,000
12,617 shares@ $27.35 avg price
DVYIshares Tr
Recent Activity
New Position
0.13%
$341,000
2,600 shares@ $131.16 avg price
PGProcter And Gamble Co
Recent Activity
New Position
0.13%
$328,000
1,954 shares@ $167.87 avg price
SCHGSchwab Strategic Tr
Recent Activity
New Position
0.12%
$315,000
11,307 shares@ $27.86 avg price
VRTVertiv Holdings Co
Recent Activity
New Position
0.12%
$315,000
2,771 shares@ $113.68 avg price
CVSCvs Health Corp
Recent Activity
New Position
0.12%
$311,000
6,935 shares@ $44.85 avg price
XLESelect Sector Spdr Tr
Recent Activity
New Position
0.11%
$282,000
3,287 shares@ $85.8 avg price
BMYBristol-myers Squibb Co
Recent Activity
New Position
0.11%
$275,000
4,862 shares@ $56.57 avg price