Grandview Asset Management
Latest statistics and disclosures from Grandview Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, AAPL, QQQ, SPY, and represent 40.57% of Grandview Asset Management's stock portfolio.
- Added to shares of these 10 stocks: QQQ, GS, BX, UNH, CRWD, PSKY, VUG, MSFT, ETN, AAPL.
- Started 12 new stock positions in LEU, TJX, URI, IGM, SPYG, PSKY, WFC, ETN, IBKR, BWXT. GE, NRG.
- Reduced shares in these 10 stocks: USMV, VO, PARA, CVS, XMMO, VTEB, BLES, MSTR, BMY, ADBE.
- Sold out of its positions in BMY, CVS, MSTR, BLES, VTEB, PARA.
- Grandview Asset Management was a net buyer of stock by $11M.
- Grandview Asset Management has $356M in assets under management (AUM), dropping by 13.83%.
- Central Index Key (CIK): 0001766791
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Portfolio Holdings for Grandview Asset Management
Grandview Asset Management holds 141 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 20.1 | $72M | 384k | 186.58 |
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| Microsoft Corporation (MSFT) | 5.9 | $21M | +2% | 40k | 517.95 |
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| Apple (AAPL) | 5.3 | $19M | +2% | 74k | 254.63 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.8 | $17M | +8% | 29k | 600.36 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.4 | $16M | 24k | 666.19 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 3.6 | $13M | +2% | 91k | 140.95 |
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| Broadcom (AVGO) | 3.0 | $11M | 33k | 329.91 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.6 | $9.2M | 18k | 502.75 |
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| Amazon (AMZN) | 2.1 | $7.5M | +6% | 34k | 219.57 |
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| Crowdstrike Hldgs Cl A (CRWD) | 2.0 | $7.2M | +8% | 15k | 490.38 |
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| Meta Platforms Cl A (META) | 2.0 | $7.1M | +4% | 9.7k | 734.38 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $6.8M | +7% | 28k | 243.55 |
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| PPL Corporation (PPL) | 1.7 | $6.1M | 164k | 37.16 |
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| Vanguard Index Fds Value Etf (VTV) | 1.5 | $5.4M | 29k | 186.49 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.5 | $5.2M | +12% | 11k | 479.58 |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $4.8M | +3% | 15k | 315.46 |
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| Ishares Tr Expanded Tech (IGV) | 1.2 | $4.4M | +5% | 39k | 115.01 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.2 | $4.4M | -9% | 15k | 293.73 |
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| Abbvie (ABBV) | 1.2 | $4.2M | 18k | 231.54 |
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| Tesla Motors (TSLA) | 1.1 | $4.0M | +6% | 9.1k | 444.72 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.1 | $3.9M | 16k | 254.28 |
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| Netflix (NFLX) | 1.1 | $3.8M | +2% | 3.2k | 1198.92 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $3.8M | 16k | 243.09 |
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| Waste Management (WM) | 1.0 | $3.7M | 17k | 220.83 |
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| Blackstone Group Inc Com Cl A (BX) | 0.9 | $3.3M | +22% | 19k | 170.84 |
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| Wal-Mart Stores (WMT) | 0.9 | $3.2M | +9% | 31k | 103.06 |
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| Cloudflare Cl A Com (NET) | 0.8 | $2.9M | 14k | 214.59 |
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| Costco Wholesale Corporation (COST) | 0.7 | $2.6M | 2.8k | 925.50 |
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| Visa Com Cl A (V) | 0.7 | $2.5M | 7.3k | 341.38 |
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| Chevron Corporation (CVX) | 0.7 | $2.4M | 16k | 155.29 |
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| Marvell Technology (MRVL) | 0.6 | $2.0M | 24k | 84.07 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.5 | $1.9M | -5% | 22k | 87.21 |
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| Spdr Series Trust S&p Regl Bkg (KRE) | 0.5 | $1.9M | 30k | 63.30 |
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| Advanced Micro Devices (AMD) | 0.5 | $1.9M | +28% | 12k | 161.79 |
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| Direxion Shs Etf Tr Dly Tech Bull 3x (TECL) | 0.5 | $1.9M | 15k | 124.37 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.8M | 5.5k | 328.23 |
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| Duke Energy Corp Com New (DUK) | 0.5 | $1.7M | 14k | 123.74 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.5 | $1.7M | +13% | 3.7k | 463.70 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $1.7M | 4.7k | 355.47 |
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| International Business Machines (IBM) | 0.5 | $1.7M | 5.9k | 282.17 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.5 | $1.6M | +34% | 6.0k | 271.08 |
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| Ge Vernova (GEV) | 0.4 | $1.6M | +5% | 2.5k | 614.96 |
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| salesforce (CRM) | 0.4 | $1.5M | -8% | 6.2k | 236.98 |
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| Caterpillar (CAT) | 0.4 | $1.4M | +26% | 3.0k | 477.24 |
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| Pepsi (PEP) | 0.4 | $1.3M | -5% | 9.3k | 140.44 |
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| Goldman Sachs (GS) | 0.3 | $1.2M | +160% | 1.5k | 795.99 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $1.2M | +35% | 7.1k | 167.35 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $1.2M | 3.8k | 307.93 |
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| Global X Fds Cybrscurty Etf (BUG) | 0.3 | $1.2M | -6% | 33k | 35.19 |
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| Eli Lilly & Co. (LLY) | 0.3 | $1.1M | 1.4k | 763.39 |
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| CSX Corporation (CSX) | 0.3 | $1.1M | 31k | 35.51 |
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| PNC Financial Services (PNC) | 0.3 | $1.1M | 5.4k | 200.92 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $1.1M | 7.2k | 148.61 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $1.1M | -8% | 34k | 31.62 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $1.1M | -2% | 13k | 79.93 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.1M | -4% | 5.7k | 185.43 |
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| Citigroup Com New (C) | 0.3 | $1.0M | +4% | 10k | 101.50 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $1.0M | -8% | 12k | 84.11 |
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| Home Depot (HD) | 0.3 | $1.0M | +43% | 2.5k | 405.11 |
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| UnitedHealth (UNH) | 0.3 | $974k | +171% | 2.8k | 345.22 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $968k | +2% | 1.6k | 612.35 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $938k | 8.3k | 112.74 |
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| Casey's General Stores (CASY) | 0.3 | $928k | +11% | 1.6k | 565.32 |
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| Bank of America Corporation (BAC) | 0.3 | $908k | +2% | 18k | 51.59 |
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| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.2 | $854k | -22% | 6.3k | 135.23 |
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| Honeywell International (HON) | 0.2 | $819k | -4% | 3.9k | 210.50 |
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| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.2 | $807k | 7.2k | 112.13 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $787k | +94% | 11k | 74.37 |
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| Hershey Company (HSY) | 0.2 | $713k | 3.8k | 187.05 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.2 | $712k | 8.0k | 89.13 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $704k | -17% | 12k | 57.10 |
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| Toyota Motor Corp Ads (TM) | 0.2 | $700k | 3.7k | 191.09 |
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| Alps Etf Tr Oshares Us Qualt (OUSA) | 0.2 | $681k | 12k | 56.54 |
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| Snowflake Com Shs (SNOW) | 0.2 | $669k | +15% | 3.0k | 225.55 |
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| Morgan Stanley Com New (MS) | 0.2 | $664k | +177% | 4.2k | 158.99 |
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| Kratos Defense & Sec Solutio Com New (KTOS) | 0.2 | $660k | +55% | 7.2k | 91.37 |
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| Lowe's Companies (LOW) | 0.2 | $635k | -3% | 2.5k | 251.32 |
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| Constellation Energy (CEG) | 0.2 | $621k | +19% | 1.9k | 329.07 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $614k | -20% | 1.7k | 352.75 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $600k | 1.1k | 568.76 |
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| Boeing Company (BA) | 0.2 | $598k | +5% | 2.8k | 215.83 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.2 | $594k | 6.8k | 87.03 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $590k | -48% | 6.2k | 95.14 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $582k | +4% | 14k | 42.37 |
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| Paramount Skydance Corp Com Cl B (PSKY) | 0.2 | $570k | NEW | 30k | 18.92 |
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| Vertiv Holdings Com Cl A (VRT) | 0.2 | $557k | +4% | 3.7k | 150.86 |
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| Stmicroelectronics N V Ny Registry (STM) | 0.2 | $548k | -4% | 19k | 28.26 |
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| Labcorp Holdings Com Shs (LH) | 0.1 | $532k | 1.9k | 286.99 |
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| Verizon Communications (VZ) | 0.1 | $527k | -6% | 12k | 43.95 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $523k | +5% | 11k | 47.63 |
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| Norfolk Southern (NSC) | 0.1 | $512k | -20% | 1.7k | 300.49 |
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| Eaton Corp SHS (ETN) | 0.1 | $512k | NEW | 1.4k | 374.25 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $504k | -4% | 4.5k | 111.22 |
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| Oracle Corporation (ORCL) | 0.1 | $486k | +57% | 1.7k | 281.24 |
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| O'reilly Automotive (ORLY) | 0.1 | $474k | +75% | 4.4k | 107.81 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $468k | +7% | 8.0k | 58.85 |
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| Xpo Logistics Inc equity (XPO) | 0.1 | $449k | -3% | 3.5k | 129.27 |
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| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.1 | $440k | -21% | 7.0k | 62.71 |
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| Proshares Tr Pshs Ultra Qqq (QLD) | 0.1 | $439k | 3.2k | 137.20 |
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| Live Nation Entertainment (LYV) | 0.1 | $436k | -12% | 2.7k | 163.40 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $423k | -4% | 4.7k | 89.34 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $416k | NEW | 6.0k | 68.81 |
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| McDonald's Corporation (MCD) | 0.1 | $400k | 1.3k | 303.84 |
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| Bwx Technologies (BWXT) | 0.1 | $398k | NEW | 2.2k | 184.36 |
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| Palo Alto Networks (PANW) | 0.1 | $395k | 1.9k | 203.62 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $389k | +11% | 7.2k | 53.87 |
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| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.1 | $386k | +2% | 7.0k | 55.33 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $386k | +16% | 2.1k | 182.42 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $379k | 1.8k | 215.83 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $369k | NEW | 2.9k | 125.98 |
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| Procter & Gamble Company (PG) | 0.1 | $340k | 2.2k | 153.64 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $322k | 12k | 27.30 |
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| Marriott Vacations Wrldwde Cp (VAC) | 0.1 | $316k | -31% | 4.8k | 66.56 |
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| Qualcomm (QCOM) | 0.1 | $315k | 1.9k | 166.33 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $313k | -6% | 2.2k | 142.13 |
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| United Rentals (URI) | 0.1 | $309k | NEW | 323.00 | 955.05 |
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| Southern Company (SO) | 0.1 | $287k | 3.0k | 94.76 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $287k | +36% | 2.6k | 109.95 |
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| Ge Aerospace Com New (GE) | 0.1 | $281k | NEW | 933.00 | 300.97 |
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| Ford Motor Company (F) | 0.1 | $270k | -2% | 23k | 11.96 |
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| Abbott Laboratories (ABT) | 0.1 | $264k | 2.0k | 133.98 |
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| Wells Fargo & Company (WFC) | 0.1 | $262k | NEW | 3.1k | 83.83 |
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| MercadoLibre (MELI) | 0.1 | $259k | 111.00 | 2336.94 |
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| TJX Companies (TJX) | 0.1 | $258k | NEW | 1.8k | 144.55 |
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| Air Products & Chemicals (APD) | 0.1 | $250k | 918.00 | 272.76 |
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| Nrg Energy Com New (NRG) | 0.1 | $245k | NEW | 1.5k | 161.93 |
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| Centrus Energy Corp Cl A (LEU) | 0.1 | $245k | NEW | 790.00 | 310.07 |
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| Merck & Co (MRK) | 0.1 | $241k | 2.9k | 83.94 |
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| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.1 | $241k | -23% | 5.4k | 44.44 |
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| Walt Disney Company (DIS) | 0.1 | $239k | -12% | 2.1k | 114.52 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $239k | 7.5k | 31.91 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.1 | $239k | NEW | 2.3k | 104.55 |
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| Consolidated Edison (ED) | 0.1 | $235k | 2.3k | 100.50 |
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| The Trade Desk Com Cl A (TTD) | 0.1 | $231k | -6% | 4.7k | 49.01 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $228k | -8% | 735.00 | 309.66 |
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| Direxion Shs Etf Tr Dly Fin Bull New (FAS) | 0.1 | $225k | 1.3k | 177.90 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.1 | $221k | -6% | 4.5k | 49.45 |
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| ConocoPhillips (COP) | 0.1 | $219k | 2.3k | 94.59 |
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| Service Pptys Tr Com Sh Ben Int (SVC) | 0.1 | $213k | 79k | 2.71 |
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| Coca-Cola Company (KO) | 0.1 | $210k | 3.2k | 66.31 |
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| McKesson Corporation (MCK) | 0.1 | $205k | -18% | 265.00 | 772.97 |
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Past Filings by Grandview Asset Management
SEC 13F filings are viewable for Grandview Asset Management going back to 2018
- Grandview Asset Management 2025 Q3 filed Oct. 22, 2025
- Grandview Asset Management 2025 Q2 filed July 17, 2025
- Grandview Asset Management 2025 Q1 filed April 21, 2025
- Grandview Asset Management 2024 Q4 filed Jan. 13, 2025
- Grandview Asset Management 2024 Q3 filed Oct. 4, 2024
- Grandview Asset Management 2024 Q2 filed July 16, 2024
- Grandview Asset Management 2024 Q1 filed April 10, 2024
- Grandview Asset Management 2023 Q4 filed Jan. 11, 2024
- Grandview Asset Management 2023 Q3 filed Oct. 27, 2023
- Grandview Asset Management 2023 Q2 filed July 7, 2023
- Grandview Asset Management 2023 Q1 filed April 13, 2023
- Grandview Asset Management 2022 Q4 filed Jan. 9, 2023
- Grandview Asset Management 2022 Q3 filed Oct. 11, 2022
- Grandview Asset Management 2022 Q2 filed July 11, 2022
- Grandview Asset Management 2022 Q1 filed April 26, 2022
- Grandview Asset Management 2021 Q4 filed Jan. 21, 2022