Grandview Asset Management LLC has filed its 13F form on April 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $220 Million distributed in 109 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $37.1M, Microsoft Corp with a value of $16.5M, Apple Inc. with a value of $15.4M, Vanguard Whitehall Fds (Vangua with a value of $9.75M, and Spdr S&P 500 ETF Trust with a value of $9.27M.

Examining the 13F form we can see an increase of $29.8M in the current position value, from $190M to 220M.

Below you can find more details about Grandview Asset Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $220 Million
Technology: $90.5 Million
ETFs: $50.7 Million
Financial Services: $19.1 Million
Communication Services: $15.3 Million
Industrials: $10 Million
Consumer Cyclical: $9.74 Million
Healthcare: $7.29 Million
Consumer Defensive: $6.82 Million
Other: $10.8 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $220 Million
  • Prior Value $190 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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