Ashleigh Swayze

@Grandview Asset Management Llc

Latest period2024 - Q4

Reported6d 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
FFord Mtr Co Recent Activity New Position	0.1%	$269,000 27,141 shares@ $9.92 avg price	New Position
MCDMcdonalds Corp Recent Activity New Position	0.1%	$265,000 915 shares@ $289.62 avg price	New Position
SOSouthern Co Recent Activity New Position	0.1%	$246,000 2,989 shares@ $82.31 avg price	New Position
VTEBVanguard Mun Bd Fds Recent Activity New Position	0.09%	$241,000 4,810 shares@ $50.11 avg price	New Position
PFEPfizer Inc Recent Activity New Position	0.09%	$240,000 9,031 shares@ $26.58 avg price	New Position
UNPUnion Pac Corp Recent Activity New Position	0.09%	$222,000 972 shares@ $228.4 avg price	New Position
SPHDInvesco Exch Traded Fd Tr Ii Recent Activity New Position	0.08%	$213,000 4,413 shares@ $48.27 avg price	New Position
EDConsolidated Edison Inc Recent Activity New Position	0.08%	$208,000 2,336 shares@ $89.05 avg price	New Position