Grandview Asset Management LLC Top Holdings and 13F Report (2024) → [FREE Ticket] 27 Crypto Experts Reveal Their #1 Picks (From Crypto 101 Media) (Ad) About Grandview Asset Management LLCInvestment ActivityGrandview Asset Management LLC has $220.25 thousand in total holdings as of March 31, 2024.Grandview Asset Management LLC owns shares of 109 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 2.03% of the portfolio was purchased this quarter.About 1.43% of the portfolio was sold this quarter.This quarter, Grandview Asset Management LLC has purchased 109 new stocks and bought additional shares in 53 stocks.Grandview Asset Management LLC sold shares of 43 stocks and completely divested from 4 stocks this quarter.Largest Holdings NVIDIA $37,132Microsoft $16,512Apple $15,437Vanguard High Dividend Yield ETF $9,753SPDR S&P 500 ETF Trust $9,269 Largest New Holdings this Quarter JPMorgan Equity Premium Income ETF $271 HoldingDirexion Daily Financial Bull 3X Shares $269 HoldingConstellation Energy $244 HoldingVanguard Energy ETF $225 Holding Largest Purchases this Quarter Walmart 16,821 shares (about $1.01K)SPDR S&P 500 ETF Trust 1,011 shares (about $528.84)Invesco QQQ 914 shares (about $405.83)JPMorgan Equity Premium Income ETF 4,682 shares (about $271.00)Direxion Daily Financial Bull 3X Shares 2,400 shares (about $269.00) Largest Sales this Quarter Apple 1,671 shares (about $286.54)Broadcom 182 shares (about $241.27)CrowdStrike 509 shares (about $163.19)PPL 4,420 shares (about $121.69)NVIDIA 126 shares (about $113.85) Sector Allocation Over TimeMap of 500 Largest Holdings ofGrandview Asset Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$37,132$114 ▼-0.3%41,09516.9%Computer and TechnologyMSFTMicrosoft$16,512$131 ▲0.8%39,2467.5%Computer and TechnologyAAPLApple$15,437$287 ▼-1.8%90,0247.0%Computer and TechnologyVYMVanguard High Dividend Yield ETF$9,753$46 ▲0.5%80,6084.4%ETFSPYSPDR S&P 500 ETF Trust$9,269$529 ▲6.1%17,7204.2%FinanceQQQInvesco QQQ$8,200$406 ▲5.2%18,4683.7%FinanceBRK.BBerkshire Hathaway$7,789$21 ▲0.3%18,5213.5%FinanceAMZNAmazon.com$5,114$124 ▲2.5%28,3522.3%Retail/WholesalePPLPPL$4,538$122 ▼-2.6%164,8342.1%UtilitiesAVGOBroadcom$4,193$241 ▼-5.4%3,1631.9%Computer and TechnologyMETAMeta Platforms$4,151$12 ▲0.3%8,5491.9%Computer and TechnologyCRWDCrowdStrike$4,118$163 ▼-3.8%12,8441.9%Computer and TechnologyGOOGAlphabet$3,476$116 ▲3.5%22,8301.6%Computer and TechnologyBXBlackstone$3,424$0 ▲0.0%26,0671.6%FinanceABBVAbbVie$3,378$55 ▼-1.6%18,5501.5%MedicalJPMJPMorgan Chase & Co.$3,001$40 ▲1.4%14,9831.4%FinanceWMWaste Management$2,847$51 ▼-1.8%13,3561.3%Business ServicesVUGVanguard Growth ETF$2,713$59 ▲2.2%7,8821.2%ETFGOOGLAlphabet$2,601$23 ▼-0.9%17,2341.2%Computer and TechnologyCVXChevron$2,323$11 ▼-0.5%14,7281.1%Oils/EnergyPEPPepsiCo$2,319$18 ▼-0.8%13,2521.1%Consumer StaplesCRMSalesforce$2,038$82 ▼-3.9%6,7670.9%Computer and TechnologySTMSTMicroelectronics$2,0220.0%46,7570.9%Computer and TechnologyCOSTCostco Wholesale$1,964$26 ▲1.3%2,6810.9%Retail/WholesaleNFLXNetflix$1,959$16 ▲0.8%3,2260.9%Consumer DiscretionaryVOVanguard Mid-Cap ETF$1,872$25 ▼-1.3%7,4930.8%ETFPFFiShares Preferred and Income Securities ETF$1,788$111 ▼-5.8%55,4790.8%ETFADBEAdobe$1,777$6 ▲0.3%3,5220.8%Computer and TechnologyMRVLMarvell Technology$1,719$12 ▼-0.7%24,2500.8%Business ServicesVVisa$1,620$33 ▲2.1%5,8040.7%Business ServicesVZVerizon Communications$1,605$31 ▼-1.9%38,2580.7%Computer and TechnologyAMDAdvanced Micro Devices$1,578$6 ▲0.4%8,7420.7%Computer and TechnologyCSXCSX$1,539$41 ▼-2.6%41,5040.7%TransportationVTVVanguard Value ETF$1,518$250 ▲19.7%9,3200.7%ETFWMTWalmart$1,505$1,012 ▲205.2%25,0200.7%Retail/WholesaleVBVanguard Small-Cap ETF$1,4940.0%6,5340.7%ETFVACMarriott Vacations Worldwide$1,445$34 ▲2.4%13,4130.7%Consumer DiscretionaryUNPUnion Pacific$1,325$2 ▼-0.2%5,3890.6%TransportationDUKDuke Energy$1,291$23 ▼-1.8%13,3540.6%UtilitiesVTIVanguard Total Stock Market ETF$1,289$27 ▲2.1%4,9590.6%ETFJNJJohnson & Johnson$1,251$108 ▼-7.9%7,9070.6%MedicalTECLDirexion Daily Technology Bull 3X Shares$1,2220.0%15,2500.6%ETFTSLATesla$1,204$34 ▲2.9%6,8490.5%Auto/Tires/TrucksPNCThe PNC Financial Services Group$1,153$15 ▼-1.3%7,1360.5%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$1,097$0 ▲0.0%2,7570.5%FinanceIBMInternational Business Machines$1,035$20 ▼-1.9%5,4190.5%Computer and TechnologyNETCloudflare$1,027$65 ▼-6.0%10,6050.5%Computer and TechnologyNSCNorfolk Southern$1,0090.0%3,9580.5%TransportationVVVanguard Large-Cap ETF$950$16 ▲1.7%3,9630.4%ETFHONHoneywell International$924$44 ▼-4.5%4,5040.4%Multi-Sector ConglomeratesCATCaterpillar$857$17 ▼-1.9%2,3370.4%Industrial ProductsTIPiShares TIPS Bond ETF$838$18 ▼-2.1%7,8030.4%ETFGLDSPDR Gold Shares$833$4 ▲0.4%4,0480.4%FinanceSHOPShopify$817$30 ▼-3.5%10,5850.4%Computer and TechnologyXOMExxon Mobil$810$42 ▲5.4%6,9700.4%Oils/EnergyOUSAALPS O'Shares U.S. Quality Dividend ETF$724$33 ▼-4.3%14,6500.3%ETFHSYHershey$693$20 ▲2.9%3,5620.3%Consumer StaplesBACBank of America$691$4 ▼-0.5%18,2130.3%Financial ServicesSVCService Properties Trust$674$0 ▲0.0%99,4640.3%FinanceLOWLowe's Companies$656$2 ▲0.2%2,5740.3%Retail/WholesaleHDHome Depot$637$49 ▼-7.1%1,6610.3%Retail/WholesaleSSOProShares Ultra S&P500$6360.0%8,2000.3%ETFDISWalt Disney$622$21 ▼-3.3%5,0810.3%Consumer DiscretionaryLLYEli Lilly and Company$593$176 ▲42.4%7630.3%MedicalVCSHVanguard Short-Term Corporate Bond ETF$585$2 ▲0.3%7,5610.3%ETFLMTLockheed Martin$573$27 ▲5.0%1,2590.3%AerospaceBABoeing$569$68 ▼-10.7%2,9470.3%AerospacePARAParamount Global$536$0 ▲0.0%45,5080.2%Consumer DiscretionaryDLNWisdomTree U.S. LargeCap Dividend Fund$520$4 ▲0.8%7,2030.2%FinanceMAMastercard$514$41 ▼-7.5%1,0670.2%Business ServicesMRKMerck & Co., Inc.$500$7 ▲1.3%3,7900.2%MedicalQCOMQUALCOMM$462$10 ▲2.3%2,7300.2%Computer and TechnologyFFord Motor$441$61 ▼-12.2%33,2370.2%Auto/Tires/TrucksLHLaboratory Co. of America$434$48 ▼-10.0%1,9850.2%MedicalONEQFidelity NASDAQ Composite Index ETF$428$25 ▲6.2%6,6510.2%ETFTTDTrade Desk$4040.0%4,6200.2%Computer and TechnologyVOOVanguard S&P 500 ETF$391$55 ▲16.5%8140.2%ETFEPDEnterprise Products Partners$389$14 ▲3.7%13,3400.2%Oils/EnergyDVYiShares Select Dividend ETF$381$12 ▼-3.1%3,0950.2%ETFSCHDSchwab US Dividend Equity ETF$374$11 ▼-2.9%4,6420.2%ETFCCitigroup$367$66 ▲22.0%5,8020.2%FinanceUPSUnited Parcel Service$356$20 ▼-5.3%2,3960.2%TransportationPGProcter & Gamble$334$5 ▼-1.5%2,0580.2%Consumer StaplesCMCSAComcast$3320.0%7,6680.2%Consumer DiscretionarySPYVSPDR Portfolio S&P 500 Value ETF$330$2 ▲0.7%6,5950.1%ETFPAVEGlobal X U.S. Infrastructure Development ETF$315$1 ▲0.5%7,9210.1%ETFXLUUtilities Select Sector SPDR Fund$311$10 ▲3.4%4,7340.1%ETFBMYBristol-Myers Squibb$308$2 ▼-0.6%5,6870.1%MedicalVIGVanguard Dividend Appreciation ETF$296$8 ▲2.7%1,6210.1%ETFCOPConocoPhillips$293$7 ▼-2.2%2,2980.1%Oils/EnergyPYPLPayPal$291$39 ▼-11.8%4,3400.1%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$284$17 ▲6.2%3,5310.1%ETFQLDProShares Ultra QQQ$2800.0%3,2000.1%ETFPFEPfizer$279$4 ▲1.5%10,0540.1%MedicalCVSCVS Health$279$0 ▲0.0%3,5040.1%Retail/WholesaleBIBLInspire 100 ETF$2770.0%7,1160.1%ETFPANWPalo Alto Networks$276$7 ▲2.6%9700.1%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$271$271 ▲New Holding4,6820.1%ETFABTAbbott Laboratories$270$5 ▲2.0%2,3730.1%MedicalFASDirexion Daily Financial Bull 3X Shares$269$269 ▲New Holding2,4000.1%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$267$0 ▲0.1%2,4500.1%FinanceGSThe Goldman Sachs Group$265$2 ▲0.6%6350.1%FinanceCEGConstellation Energy$244$244 ▲New Holding1,3180.1%Oils/EnergyMCDMcDonald's$238$4 ▲1.7%8430.1%Retail/WholesalePFXFVanEck Preferred Securities ex Financials ETF$237$0 ▲0.0%13,4070.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$234$0 ▲0.1%2,5220.1%ETFVDEVanguard Energy ETF$225$225 ▲New Holding1,7080.1%ETFSLViShares Silver Trust$225$35 ▼-13.5%9,8690.1%ETFAPDAir Products and Chemicals$209$20 ▼-8.7%8620.1%Basic MaterialsMELIMercadoLibre$0$288 ▼-100.0%00.0%Retail/WholesaleMKCMcCormick & Company, Incorporated$0$248 ▼-100.0%00.0%Consumer StaplesWBAWalgreens Boots Alliance$0$210 ▼-100.0%00.0%Retail/WholesaleSWKSSkyworks Solutions$0$205 ▼-100.0%00.0%Computer and Technology More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. 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