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CIK: 0001766791
Total reported value
$402.6M
$402.6M
123 檔
24.6%
As reported in its official Q1 2025 Form 13F filing, Grandview Asset Management LLC's tracked investment portfolio stood at $402.6M with 123 total positions.
In Q1 2025, Grandview Asset Management LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 16.08% | -1.03% | +0.10% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.24% | -0.28% | -0.85% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.59% | -0.72% | -0.12% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.04% | -0.20% | +4.32% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.66% | +0.63% | +9.00% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 4.24% | -0.46% | +3.72% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.83% | -0.31% | +0.79% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.29% | -0.02% | +3.30% | |
| 9 | PPL | Ppl CORP | Stock-Utilities | 2.27% | -0.49% | +0.32% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.10% | +0.07% | +0.10% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.03% | -0.27% | +4.85% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.89% | +0.09% | +42.68% | |
| 13 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.79% | +1.07% | +3.78% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.66% | -0.12% | +5.28% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.43% | -0.05% | +0.48% | |
| 16 | WM | Waste Management Inc | Stock-Industrials | 1.42% | -0.23% | +12.58% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.42% | +0.27% | +9.91% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.39% | -0.06% | +7.26% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.38% | -0.06% | +6.06% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 1.19% | +0.02% | +2.39% | |
| 21 | NFLX | Netflix Inc | Stock-Comm Services | 1.09% | -0.31% | -2.19% | |
| 22 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.09% | — | +48.72% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.03% | -0.17% | +0.77% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 1.00% | -0.30% | +3.53% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.93% | -0.04% | +3.39% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.91% | -0.29% | +4.60% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | +0.04% | +0.66% | |
| 28 | BX | Blackstone Inc | Stock-Financials | 0.80% | +0.02% | +2.73% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.80% | -0.03% | +6.05% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.72% | -0.20% | -2.46% | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.70% | -0.12% | +50.36% | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 0.70% | — | +2.24% | |
| 33 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.68% | -0.03% | +15.68% | |
| 34 | DUK | Duke Energy CORP | Stock-Utilities | 0.65% | -0.11% | +0.61% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | +0.03% | +5.73% | |
| 36 | MRVL | Marvell Technology Inc | Stock-Tech | 0.59% | +1.07% | +2.05% | |
| 37 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.57% | +0.02% | +10.31% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.52% | -0.02% | +0.85% | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.51% | -0.06% | -7.22% | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.51% | -0.18% | +4.42% | |
| 41 | PFF | Ishares Preferred & Income S | ETF-Other | 0.50% | -0.05% | -11.47% | |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.48% | -0.02% | +7.37% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | -0.05% | -1.22% | |
| 44 | ADBE | Adobe Inc | Stock-Tech | 0.43% | — | -4.97% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | +0.10% | +17.88% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.40% | -0.05% | +20.80% | |
| 47 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.39% | -0.06% | +21.02% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.19% | +0.31% | |
| 49 | CSX | Csx CORP | Stock-Industrials | 0.37% | — | +0.01% | |
| 50 | VV | Vanguard Large-cap ETF | ETF-Other | 0.37% | -0.03% | +1.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 5 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 6 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 8 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 9 | PPL | Ppl CORP | — | NEW | New buy |
| 10 | AVGO | Broadcom Inc | — | NEW | New buy |
| 11 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 12 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 13 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 14 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 15 | ABBV | Abbvie Inc | — | NEW | New buy |
| 16 | WM | Waste Management Inc | — | NEW | New buy |
| 17 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 18 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 19 | VB | Vanguard Small-cap ETF | — | NEW | New buy |
| 20 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 21 | NFLX | Netflix Inc | — | NEW | New buy |
| 22 | IGV | Ishares Expanded Tech-softwa | — | NEW | New buy |
| 23 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 24 | CVX | Chevron CORP | — | NEW | New buy |
| 25 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 26 | WMT | Walmart Inc | — | NEW | New buy |
| 27 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 28 | BX | Blackstone Inc | — | NEW | New buy |
| 29 | TSLA | Tesla Inc | — | NEW | New buy |
| 30 | PEP | Pepsico Inc | — | NEW | New buy |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | New buy |
| 32 | CRM | Salesforce Inc | — | NEW | New buy |
| 33 | KRE | Ss Spdr S&p Regional Bank | — | NEW | New buy |
| 34 | DUK | Duke Energy CORP | — | NEW | New buy |
| 35 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 36 | MRVL | Marvell Technology Inc | — | NEW | New buy |
| 37 | NET | Cloudflare Inc - Class A | — | NEW | New buy |
| 38 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 39 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 40 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 41 | PFF | Ishares Preferred & Income S | — | NEW | New buy |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | — | NEW | New buy |
| 43 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 44 | ADBE | Adobe Inc | — | NEW | New buy |
| 45 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | — | NEW | New buy |
| 47 | VCIT | Vanguard Int-term Corporate | — | NEW | New buy |
| 48 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 49 | CSX | Csx CORP | — | NEW | New buy |
| 50 | VV | Vanguard Large-cap ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Grandview Asset Management LLC reported a total U.S. public equity portfolio value of $402.6M across 123 disclosed positions in Q1 2025.
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, MSFT) accounted for 24.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
NVDA
市值: $42.3M
During Q1 2025, Grandview Asset Management LLC's top holdings by market value included NVDA (16.1%)、AAPL (6.2%)、MSFT (5.6%). The largest single position, NVDA, represented 16.1% of total portfolio value.
In Q1 2025, Grandview Asset Management LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 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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