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CIK: 0001766791
Total reported value
$402.6M
$402.6M
64 檔
23.9%
During the Q3 2024 filing period, Grandview Asset Management LLC (CIK: 0001766791) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $402.6M across 64 reported positions.
During Q3 2024, Grandview Asset Management LLC performed routine portfolio adjustments (4 new buys, 19 additions, 21 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 27.28% | -1.03% | -0.94% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 11.31% | -0.28% | -4.30% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.29% | -0.20% | +4.51% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.48% | +0.63% | +2.77% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.81% | -0.31% | -1.50% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.14% | +0.07% | +901.86% | |
| 7 | PPL | Ppl CORP | Stock-Utilities | 3.04% | -0.49% | -0.52% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.04% | -0.02% | -1.65% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.84% | -0.27% | -0.20% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.28% | +0.27% | +2.12% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 2.04% | -0.05% | -0.92% | |
| 12 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.97% | +1.07% | -4.48% | |
| 13 | BX | Blackstone Inc | Stock-Financials | 1.75% | +0.02% | -21.60% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.72% | -0.06% | -4.52% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.59% | +0.04% | -3.05% | |
| 16 | WM | Waste Management Inc | Stock-Industrials | 1.57% | -0.23% | +0.08% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.39% | -0.17% | +2.32% | |
| 18 | NFLX | Netflix Inc | Stock-Comm Services | 1.30% | -0.31% | — | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.02% | -0.03% | +0.26% | |
| 20 | ADBE | Adobe Inc | Stock-Tech | 0.99% | — | -3.07% | |
| 21 | CRM | Salesforce Inc | Stock-Tech | 0.97% | — | -4.82% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.95% | -0.04% | +1.73% | |
| 23 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.90% | -0.06% | -2.01% | |
| 24 | DUK | Duke Energy CORP | Stock-Utilities | 0.88% | -0.11% | +0.81% | |
| 25 | AMD | Advanced Micro Devices | Stock-Tech | 0.82% | +1.06% | -0.35% | |
| 26 | TECL | Dire Dai Tec Bull 3x Etf-usd | ETF-Other | 0.76% | +0.48% | — | |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.67% | -0.02% | -0.07% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 0.56% | -0.18% | +0.20% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.19% | -4.46% | |
| 30 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.48% | +0.02% | -0.76% | |
| 31 | OUSA | Alps Oshares US Quality Divi | ETF-Other | 0.43% | -0.05% | -1.36% | |
| 32 | SSO | Proshares Ultra S&p500 | ETF-Other | 0.42% | +0.02% | — | |
| 33 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.40% | -0.06% | -2.23% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.40% | -0.02% | +0.44% | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.37% | -0.05% | +2.48% | |
| 36 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.33% | -0.01% | +0.96% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.29% | -0.02% | +0.58% | |
| 38 | VAC | Marriott Vacations World | Stock-Consumer Disc | 0.29% | — | -47.26% | |
| 39 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.28% | — | — | |
| 40 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.28% | -0.04% | +29.62% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.25% | -0.01% | +0.05% | |
| 42 | 0VVB | Paramount Global-class B | Stock-Other | 0.25% | — | -6.84% | |
| 43 | SVC | Service Properties Trust | Stock-Other | 0.23% | — | -4.25% | |
| 44 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.22% | -0.12% | +1.01% | |
| 45 | BA | Boeing Co/the | Stock-Industrials | 0.21% | -0.02% | -0.61% | |
| 46 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.20% | -0.06% | +9.93% | |
| 47 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.20% | -0.01% | +0.12% | |
| 48 | CEG | Constellation Energy | Stock-Utilities | 0.20% | -0.04% | — | |
| 49 | QLD | Proshares Ultra Qqq | ETF-Other | 0.18% | +0.04% | — | |
| 50 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.18% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +4.51% | Add |
| 2 | PPL | Ppl CORP | +0.4% | -0.52% | Trim |
| 3 | AAPL | Apple Inc | +0.4% | -4.30% | Trim |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | -1.50% | Trim |
| 5 | META | Meta Platforms Inc-class A | +0.3% | -0.20% | Trim |
| 6 | TSLA | Tesla Inc | +0.2% | +0.26% | Add |
| 7 | ABBV | Abbvie Inc | +0.2% | -0.92% | Trim |
| 8 | AVGO | Broadcom Inc | +0.2% | +901.86% | Add |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +2.77% | Add |
| 10 | MELI | Mercadolibre Inc | +0.1% | NEW | New buy |
| 11 | XLF | Ss Financial Select Sector | +0.1% | NEW | New buy |
| 12 | PYPL | Paypal Holdings Inc | +0.1% | NEW | New buy |
| 13 | BLES | Inspire Global Hope ETF | +0.1% | NEW | New buy |
| 14 | DUK | Duke Energy CORP | +0.1% | +0.81% | Add |
| 15 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +29.62% | Add |
| 16 | COST | Costco Wholesale CORP | +0.1% | +2.32% | Add |
| 17 | GLD | Spdr Gold Shares | +0.1% | +0.20% | Add |
| 18 | SHOP | Shopify Inc - Class A | +0.1% | -2.23% | Trim |
| 19 | CEG | Constellation Energy | +0.1% | — | Unchanged |
| 20 | NFLX | Netflix Inc | 0% | — | Unchanged |
| 21 | V | Visa Inc-class A Shares | 0% | +1.73% | Add |
| 22 | VZ | Verizon Communications Inc | 0% | -2.01% | Trim |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | -0.07% | Trim |
| 24 | FAS | Dirx Dly Finacial B3x Etf-ui | 0% | — | Unchanged |
| 25 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +1.01% | Add |
| 26 | SSO | Proshares Ultra S&p500 | 0% | — | Unchanged |
| 27 | MA | Mastercard Inc - A | 0% | +0.58% | Add |
| 28 | TTD | Trade Desk Inc/the -class A | 0% | — | Unchanged |
| 29 | OUSA | Alps Oshares US Quality Divi | 0% | -1.36% | Trim |
| 30 | DLN | Wisdomtree US Largecap Divid | 0% | +0.96% | Add |
| 31 | VCIT | Vanguard Int-term Corporate | 0% | +9.93% | Add |
| 32 | APD | Air Products & Chemicals Inc | 0% | +0.24% | Add |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +2.48% | Add |
| 34 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +0.12% | Add |
| 35 | CRM | Salesforce Inc | 0% | -4.82% | Trim |
| 36 | NET | Cloudflare Inc - Class A | 0% | -0.76% | Trim |
| 37 | XOM | Exxon Mobil CORP | 0% | -4.46% | Trim |
| 38 | MRK | Merck & Co. Inc. | 0% | +0.05% | Add |
| 39 | BA | Boeing Co/the | -0.1% | -0.61% | Trim |
| 40 | SVC | Service Properties Trust | -0.1% | -4.25% | Trim |
| 41 | WM | Waste Management Inc | -0.1% | +0.08% | Add |
| 42 | BX | Blackstone Inc | -0.1% | -21.60% | Trim |
| 43 | TECL | Dire Dai Tec Bull 3x Etf-usd | -0.1% | — | Unchanged |
| 44 | ADBE | Adobe Inc | -0.1% | -3.07% | Trim |
| 45 | GOOG | Alphabet Inc-cl C | -0.2% | +2.12% | Add |
| 46 | AMZN | Amazon.com Inc | -0.2% | -1.65% | Trim |
| 47 | GOOGL | Alphabet Inc-cl A | -0.3% | -3.05% | Trim |
| 48 | VAC | Marriott Vacations World | -0.4% | -47.26% | Trim |
| 49 | CRWD | Crowdstrike Holdings Inc - A | -0.9% | -4.48% | Trim |
| 50 | NVDA | Nvidia CORP | -1.3% | -0.94% | Trim |
According to official SEC Form 13F filings, Grandview Asset Management LLC reported a total U.S. public equity portfolio value of $402.6M across 64 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, SPY) accounted for 23.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
MELI
市值: $230.0K
Top Position Liquidated / Trimmed
NVDA
前期市值: $48.9M
During Q3 2024, Grandview Asset Management LLC's top holdings by market value included NVDA (27.3%)、AAPL (11.3%)、SPY (6.3%). The largest single position, NVDA, represented 27.3% of total portfolio value.
In Q3 2024, Grandview Asset Management LLC made 44 total portfolio adjustments, initiating 4 new buys, adding to 19 positions, trimming 21 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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