Grandview Asset Management LLC Reduced Holdings in Q3 2025

Grandview Asset Management LLC

  • $352 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-5.92K
- 48.86%
$92.18 - $95.14 $546K - $564K
6.2K $589K
CRM
Salesforce, Inc.

Technology
-570
- 8.4%
$231.66 - $273.65 $132K - $156K
6.22K $1.47M
COST
Costco Wholesale Corp

Consumer Defensive
-57
- 1.98%
$915.95 - $994.57 $52.2K - $56.7K
2.83K $2.62M
ADBE
Adobe Inc.

Technology
-455
- 20.72%
$333.65 - $392.1 $152K - $178K
1.74K $614K
VO
Vanguard Mid Cap ETF

ETFs
-1.49K
- 9.03%
$279.83 - $293.74 $416K - $437K
15K $4.4M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-1.8K
- 22.15%
$128.6 - $136.01 $231K - $244K
6.32K $854K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
-2.2K
- 31.65%
$66.56 - $84.85 $146K - $187K
4.75K $316K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.65K
- 17.72%
$55.61 - $57.37 $148K - $152K
12.3K $703K
BUG
Global X Fds Cybersecurity ETF

ETFs
-2.15K
- 6.16%
$32.23 - $37.41 $69.3K - $80.4K
32.7K $1.15M
TTD
Trade Desk, Inc.

Technology
-329
- 6.51%
$43.93 - $89.76 $14.5K - $29.5K
4.72K $231K
V
Visa Inc.

Financial Services
-90
- 1.23%
$332.09 - $358.86 $29.9K - $32.3K
7.25K $2.48M
HON
Honeywell International Inc

Industrials
-185
- 4.54%
$207.7 - $240.4 $38.4K - $44.5K
3.89K $818K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-1.95K
- 21.72%
$59.5 - $62.99 $116K - $123K
7.01K $439K
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.15K
- 8.58%
$81.75 - $84.54 $93.6K - $96.8K
12.2K $1.03M
STM
St Microelectronics N.V.

Technology
-878
- 4.33%
$24.77 - $33.41 $21.7K - $29.3K
19.4K $547K
PFF
Ishares Trust Ishares Pfd And

ETFs
-3.09K
- 8.42%
$30.67 - $32.13 $94.6K - $99.1K
33.6K $1.06M
DIS
Walt Disney CO

Communication Services
-309
- 12.88%
$112.25 - $124.0 $34.7K - $38.3K
2.09K $239K
BIBL
Northern Lts Fd Tr Iv

ETFs
-1.68K
- 23.64%
$41.43 - $44.43 $69.4K - $74.5K
5.41K $240K
NSC
Norfolk Southern Corp

Industrials
-438
- 20.44%
$259.49 - $300.41 $114K - $132K
1.71K $512K
MCK
Mckesson Corp

Healthcare
-62
- 18.96%
$659.01 - $772.54 $40.9K - $47.9K
265 $204K
AJG
Arthur J. Gallagher & Co.

Financial Services
-69
- 8.58%
$284.17 - $319.49 $19.6K - $22K
735 $227K
LYV
Live Nation Entertainment, Inc.

Communication Services
-398
- 12.97%
$143.56 - $174.06 $57.1K - $69.3K
2.67K $436K
VZ
Verizon Communications Inc

Communication Services
-820
- 6.41%
$40.84 - $45.06 $33.5K - $36.9K
12K $526K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-342
- 2.53%
$78.96 - $80.04 $27K - $27.4K
13.2K $1.05M
TIP
Ishares Tr Tips Bd ETF

ETFs
-209
- 4.41%
$109.11 - $111.88 $22.8K - $23.4K
4.53K $503K
PG
Procter & Gamble CO

Consumer Defensive
-30
- 1.34%
$150.47 - $161.22 $4.51K - $4.84K
2.21K $339K
ABT
Abbott Laboratories

Healthcare
-35
- 1.74%
$120.51 - $136.62 $4.22K - $4.78K
1.97K $263K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-333
- 6.93%
$47.56 - $49.7 $15.8K - $16.6K
4.47K $221K
XPO
Xpo Logistics, Inc.

Industrials
-136
- 3.77%
$118.79 - $138.31 $16.2K - $18.8K
3.47K $449K
DVY
Ishares Tr

ETFs
-153
- 6.49%
$133.88 - $142.57 $20.5K - $21.8K
2.2K $313K
XLE
Energy Sector Spdr

ETFs
-227
- 4.58%
$84.25 - $91.99 $19.1K - $20.9K
4.73K $422K
MA
Mastercard Inc

Financial Services
-5
- 0.47%
$550.18 - $598.96 $2.75K - $2.99K
1.05K $599K
PEP
Pepsico Inc

Consumer Defensive
-502
- 5.12%
$133.81 - $152.16 $67.2K - $76.4K
9.31K $1.31M
XLU
Utilities Sector Spdr

ETFs
-1.26K
- 5.43%
$81.14 - $87.32 $102K - $110K
22K $1.92M
F
Ford Motor CO

Consumer Cyclical
-500
- 2.17%
$10.82 - $12.09 $5.41K - $6.05K
22.6K $269K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
-123
- 1.01%
$53.48 - $56.56 $6.58K - $6.96K
12K $680K
XOM
Exxon Mobil Corp

Energy
-15
- 0.18%
$105.83 - $117.22 $1.59K - $1.76K
8.32K $938K
DUK
Duke Energy Corp

Utilities
-239
- 1.68%
$116.31 - $125.93 $27.8K - $30.1K
14K $1.73M
LOW
Lowes Companies Inc

Consumer Cyclical
-88
- 3.37%
$215.01 - $273.02 $18.9K - $24K
2.53K $634K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-118
- 1.46%
$79.52 - $89.63 $9.38K - $10.6K
7.99K $712K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-55
- 1.01%
$185.88 - $207.44 $10.2K - $11.4K
5.41K $1.09M
HSY
Hershey CO

Consumer Defensive
-63
- 1.63%
$161.95 - $193.45 $10.2K - $12.2K
3.81K $712K
VTI
Vanguard Total Stock Market Et

ETFs
-109
- 1.93%
$303.93 - $329.86 $33.1K - $36K
5.55K $1.82M
KRE
Spdr S&P Regional Banking ETF

ETFs
-250
- 0.82%
$58.82 - $66.17 $14.7K - $16.5K
30.2K $1.91M
MRVL
Marvell Technology, Inc.

Technology
-372
- 1.52%
$62.31 - $84.07 $23.2K - $31.3K
24.1K $2.03M
JNJ
Johnson & Johnson

Healthcare
-250
- 4.22%
$155.17 - $185.42 $38.8K - $46.4K
5.67K $1.05M
CVX
Chevron Corp

Energy
-181
- 1.15%
$145.57 - $161.83 $26.3K - $29.3K
15.6K $2.42M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-220
- 1.19%
$459.11 - $506.91 $101K - $112K
18.3K $9.22M
VB
Vanguard Small Cap ETF

ETFs
-256
- 1.63%
$237.58 - $259.17 $60.8K - $66.3K
15.5K $3.94M
Activity Summary
Buys All Purchases 79 New Holdings 12 Increased Positions 67 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Grandview Asset Management LLC Portfolio

Follow Grandview Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Grandview Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Grandview Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email