Grandview Asset Management LLC Purchases in Q4 2024

Grandview Asset Management LLC

  • $272 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CASY
Caseys General Stores Inc

Consumer Cyclical
891
New
$366.65 - $427.88 $327K - $381K
891 $353K
XPO
Xpo Logistics, Inc.

Industrials
2.66K
New
$105.35 - $158.2 $281K - $421K
2.66K $349K
LYV
Live Nation Entertainment, Inc.

Communication Services
2.67K
New
$109.06 - $140.54 $291K - $375K
2.67K $346K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.6K
New
$26.93 - $84.95 $340K - $1.07M
12.6K $345K
DVY
Ishares Tr

ETFs
2.6K
New
$129.55 - $143.41 $337K - $373K
2.6K $341K
PG
Procter & Gamble CO

Consumer Defensive
1.95K
New
$161.05 - $179.7 $315K - $351K
1.95K $328K
VRT
Vertiv Holdings CO

Industrials
2.77K
New
N/A
2.77K $315K
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.3K
New
$25.93 - $105.3 $293K - $1.19M
11.3K $315K
CVS
Cvs Health Corp

Healthcare
6.94K
New
$43.78 - $67.46 $304K - $468K
6.94K $311K
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.66K
+ 69.56%
$57.53 - $60.83 $325K - $344K
13.8K $793K
BMY
Bristol Myers Squibb CO

Healthcare
4.86K
New
$51.92 - $59.94 $252K - $291K
4.86K $275K
F
Ford Motor CO

Consumer Cyclical
27.1K
New
$9.69 - $11.4 $263K - $309K
27.1K $269K
MCD
Mcdonalds Corp

Consumer Cyclical
915
New
$288.47 - $316.54 $264K - $290K
915 $265K
SO
Southern CO

Utilities
2.99K
New
$81.5 - $94.15 $244K - $281K
2.99K $246K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.81K
New
$49.79 - $51.14 $239K - $246K
4.81K $241K
PFE
Pfizer Inc

Healthcare
9.03K
New
$24.8 - $30.19 $224K - $273K
9.03K $240K
META
Meta Platforms, Inc.

Communication Services
196
+ 2.26%
$554.08 - $632.68 $109K - $124K
8.85K $5.18M
UNP
Union Pacific Corp

Industrials
972
New
$223.15 - $249.32 $217K - $242K
972 $222K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.9K
+ 35.83%
$77.86 - $79.27 $226K - $230K
11K $858K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4.41K
New
$47.77 - $51.75 $211K - $228K
4.41K $213K
ED
Consolidated Edison Inc

Utilities
2.34K
New
$88.87 - $107.38 $208K - $251K
2.34K $208K
COST
Costco Wholesale Corp

Consumer Defensive
112
+ 4.1%
$873.59 - $994.69 $97.8K - $111K
2.85K $2.61M
XLF
Financial Sector Spdr

ETFs
2.92K
+ 61.36%
$44.89 - $51.34 $131K - $150K
7.67K $371K
WM
Waste Management Inc

Industrials
1.14K
+ 8.63%
$201.79 - $228.46 $230K - $260K
14.3K $2.89M
BA
Boeing CO

Industrials
326
+ 13.31%
$138.14 - $180.72 $45K - $58.9K
2.78K $491K
TTD
Trade Desk, Inc.

Technology
679
+ 15.02%
$108.7 - $139.51 $73.8K - $94.7K
5.2K $611K
GLD
Spdr Gold Trust

ETFs
459
+ 11.42%
$236.59 - $257.5 $109K - $118K
4.48K $1.08M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
509
+ 2.79%
$442.29 - $483.08 $225K - $246K
18.8K $8.5M
SLV
I Shares Silver Trust

ETFs
3.51K
+ 36.32%
$26.33 - $31.74 $92.4K - $111K
13.2K $347K
XOM
Exxon Mobil Corp

Energy
1.15K
+ 16.07%
$105.51 - $125.37 $121K - $144K
8.31K $893K
GS
Goldman Sachs Group Inc

Financial Services
8
+ 1.42%
$486.1 - $608.57 $3.89K - $4.87K
572 $327K
MA
Mastercard Inc

Financial Services
19
+ 1.84%
$491.3 - $536.15 $9.33K - $10.2K
1.05K $554K
PPL
Ppl Corp

Utilities
4.28K
+ 2.66%
$31.47 - $35.0 $135K - $150K
165K $5.35M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
43
+ 1.56%
$417.69 - $450.94 $18K - $19.4K
2.8K $1.19M
APD
Air Products & Chemicals, Inc.

Basic Materials
18
+ 2.13%
$285.5 - $335.62 $5.14K - $6.04K
863 $250K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
28
+ 0.42%
$51.09 - $55.27 $1.43K - $1.55K
6.64K $340K
BIBL
Northern Lts Fd Tr Iv

ETFs
14
+ 0.2%
$38.73 - $42.41 $542 - $594
7.14K $278K
COP
Conocophillips

Energy
12
+ 0.52%
$95.12 - $114.72 $1.14K - $1.38K
2.33K $231K
DUK
Duke Energy Corp

Utilities
783
+ 5.9%
$105.76 - $120.76 $82.8K - $94.6K
14K $1.51M
Activity Summary
Buys All Purchases 90 New Holdings 58 Increased Positions 32 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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