Grandview Asset Management LLC Top Holdings and 13F Report (2024) About Grandview Asset Management LLCInvestment ActivityGrandview Asset Management LLC has $174.53 thousand in total holdings as of March 31, 2024.Grandview Asset Management LLC owns shares of 64 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 3.96% of the portfolio was purchased this quarter.About 2.11% of the portfolio was sold this quarter.This quarter, Grandview Asset Management LLC has purchased 60 new stocks and bought additional shares in 23 stocks.Grandview Asset Management LLC sold shares of 29 stocks and completely divested from 0 stocks this quarter.Largest Holdings NVIDIA $47,608Apple $19,738SPDR S&P 500 ETF Trust $10,986Invesco QQQ $9,564Berkshire Hathaway $8,400 Largest New Holdings this Quarter MercadoLibre $230 HoldingFinancial Select Sector SPDR Fund $215 HoldingPayPal $212 HoldingInspire Global Hope ETF $204 Holding Largest Purchases this Quarter Broadcom 28,634 shares (about $4.94K)SPDR S&P 500 ETF Trust 826 shares (about $473.94)Invesco QQQ 528 shares (about $257.71)MercadoLibre 112 shares (about $230.00)Financial Select Sector SPDR Fund 4,751 shares (about $215.00) Largest Sales this Quarter Apple 3,807 shares (about $887.05)Blackstone 5,501 shares (about $842.49)Marriott Vacations Worldwide 6,200 shares (about $456.04)NVIDIA 3,722 shares (about $452.00)CrowdStrike 574 shares (about $161.00) Sector Allocation Over TimeMap of 500 Largest Holdings ofGrandview Asset Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$47,608$452 ▼-0.9%392,02827.3%Computer and TechnologyAAPLApple$19,738$887 ▼-4.3%84,71111.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$10,986$474 ▲4.5%19,1476.3%FinanceQQQInvesco QQQ$9,564$258 ▲2.8%19,5955.5%FinanceBRK.BBerkshire Hathaway$8,400$127 ▼-1.5%18,2514.8%FinanceAVGOBroadcom$5,487$4,939 ▲901.9%31,8093.1%Computer and TechnologyPPLPPL$5,314$28 ▼-0.5%160,6263.0%UtilitiesAMZNAmazon.com$5,304$89 ▼-1.7%28,4673.0%Retail/WholesaleMETAMeta Platforms$4,956$10 ▼-0.2%8,6582.8%Computer and TechnologyGOOGAlphabet$3,986$83 ▲2.1%23,8392.3%Computer and TechnologyABBVAbbVie$3,564$33 ▼-0.9%18,0472.0%MedicalCRWDCrowdStrike$3,430$161 ▼-4.5%12,2292.0%Computer and TechnologyBXBlackstone$3,058$842 ▼-21.6%19,9671.8%FinanceJPMJPMorgan Chase & Co.$3,001$142 ▼-4.5%14,2301.7%FinanceGOOGLAlphabet$2,772$87 ▼-3.1%16,7131.6%Computer and TechnologyWMWaste Management$2,739$2 ▲0.1%13,1931.6%Business ServicesCOSTCostco Wholesale$2,423$55 ▲2.3%2,7331.4%Retail/WholesaleNFLXNetflix$2,2670.0%3,1961.3%Consumer DiscretionaryTSLATesla$1,783$5 ▲0.3%6,8151.0%Auto/Tires/TrucksADBEAdobe$1,735$55 ▼-3.1%3,3501.0%Computer and TechnologyCRMSalesforce$1,693$86 ▼-4.8%6,1841.0%Computer and TechnologyVVisa$1,662$28 ▲1.7%6,0461.0%Business ServicesVZVerizon Communications$1,568$32 ▼-2.0%34,9200.9%Computer and TechnologyDUKDuke Energy$1,530$12 ▲0.8%13,2660.9%UtilitiesAMDAdvanced Micro Devices$1,439$5 ▼-0.4%8,7720.8%Computer and TechnologyTECLDirexion Daily Technology Bull 3X Shares$1,3350.0%15,2500.8%ETFDIASPDR Dow Jones Industrial Average ETF Trust$1,165$1 ▼-0.1%2,7540.7%FinanceGLDSPDR Gold Shares$977$2 ▲0.2%4,0180.6%FinanceXOMExxon Mobil$839$39 ▼-4.5%7,1550.5%Oils/EnergyNETCloudflare$831$6 ▼-0.8%10,2740.5%Computer and TechnologyOUSAALPS O'Shares U.S. Quality Dividend ETF$752$10 ▼-1.4%13,9280.4%ETFSSOProShares Ultra S&P500$7390.0%8,2000.4%ETFSHOPShopify$704$16 ▼-2.2%8,7800.4%Computer and TechnologyBACBank of America$700$3 ▲0.4%17,6290.4%FinanceVCSHVanguard Short-Term Corporate Bond ETF$643$16 ▲2.5%8,0940.4%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$576$6 ▲1.0%7,3300.3%FinanceMAMastercard$510$3 ▲0.6%1,0320.3%Business ServicesVACMarriott Vacations Worldwide$509$456 ▼-47.3%6,9200.3%Consumer DiscretionaryTTDTrade Desk$4960.0%4,5200.3%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$484$111 ▲29.6%8,1300.3%ETFMRKMerck & Co., Inc.$439$0 ▲0.1%3,8640.3%MedicalPARAParamount Global$433$32 ▼-6.8%40,8130.2%Consumer DiscretionarySVCService Properties Trust$408$18 ▼-4.3%89,5090.2%FinanceXLUUtilities Select Sector SPDR Fund$387$4 ▲1.0%4,7850.2%ETFBABoeing$372$2 ▼-0.6%2,4500.2%AerospaceSPYVSPDR Portfolio S&P 500 Value ETF$350$0 ▲0.1%6,6140.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$350$32 ▲9.9%4,1740.2%ETFCEGConstellation Energy$3430.0%1,3180.2%Oils/EnergyQLDProShares Ultra QQQ$3220.0%3,2000.2%ETFCMCSAComcast$3200.0%7,6680.2%Consumer DiscretionaryFASDirexion Daily Financial Bull 3X Shares$3110.0%2,4000.2%FinancePAVEGlobal X U.S. Infrastructure Development ETF$310$16 ▼-4.9%7,5290.2%ETFBIBLInspire 100 ETF$290$0 ▲0.2%7,1210.2%ETFGSThe Goldman Sachs Group$279$34 ▼-10.8%5640.2%FinanceSLViShares Silver Trust$275$0 ▼0.0%9,6660.2%ETFABTAbbott Laboratories$255$9 ▼-3.6%2,2410.1%MedicalAPDAir Products and Chemicals$252$1 ▲0.2%8450.1%Basic MaterialsCOPConocoPhillips$244$1 ▲0.4%2,3190.1%Oils/EnergyPFXFVanEck Preferred Securities ex Financials ETF$233$12 ▼-5.0%12,7710.1%ETFMELIMercadoLibre$230$230 ▲New Holding1120.1%Retail/WholesaleVDEVanguard Energy ETF$225$12 ▲5.5%1,8380.1%ETFXLFFinancial Select Sector SPDR Fund$215$215 ▲New Holding4,7510.1%ETFPYPLPayPal$212$212 ▲New Holding2,7130.1%Computer and TechnologyBLESInspire Global Hope ETF$204$204 ▲New Holding5,1620.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
