Grandview Asset Management LLC Incresed Positions in Q1 2025

Grandview Asset Management LLC

  • $263 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
149
+ 0.79%
$442.66 - $534.52 $66K - $79.6K
18.9K $10.1M
VTV
Vanguard Value ETF

ETFs
8.6K
+ 42.68%
$167.73 - $179.21 $1.44M - $1.54M
28.8K $4.97M
WM
Waste Management Inc

Industrials
1.8K
+ 12.58%
$200.54 - $233.78 $362K - $422K
16.1K $3.74M
IGV
Ishares Expanded Tech Software

ETFs
10.5K
+ 48.72%
$88.3 - $107.83 $929K - $1.13M
32.1K $2.86M
XLU
Utilities Sector Spdr

ETFs
7.8K
+ 50.36%
$74.7 - $80.27 $582K - $626K
23.3K $1.84M
PPL
Ppl Corp

Utilities
524
+ 0.32%
$31.68 - $36.11 $16.6K - $18.9K
165K $5.97M
ABBV
Abb Vie Inc.

Healthcare
85
+ 0.48%
$169.2 - $216.66 $14.4K - $18.4K
17.9K $3.76M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.1K
+ 3.72%
$126.11 - $135.06 $391K - $419K
86.5K $11.2M
CVX
Chevron Corp

Energy
539
+ 3.53%
$146.71 - $167.97 $79.1K - $90.5K
15.8K $2.64M
JPM
Jpmorgan Chase & CO

Financial Services
1.01K
+ 7.26%
$225.19 - $279.95 $227K - $282K
14.9K $3.65M
CRWD
Crowd Strike Holdings, Inc.

Technology
487
+ 3.78%
$308.86 - $455.36 $150K - $222K
13.4K $4.72M
GLD
Spdr Gold Trust

ETFs
198
+ 4.42%
$243.19 - $288.14 $48.2K - $57.1K
4.68K $1.35M
LLY
Eli Lilly & CO

Healthcare
208
+ 17.88%
$725.72 - $929.72 $151K - $193K
1.37K $1.13M
DUK
Duke Energy Corp

Utilities
86
+ 0.61%
$105.87 - $121.97 $9.1K - $10.5K
14.1K $1.72M
CASY
Caseys General Stores Inc

Consumer Cyclical
407
+ 45.68%
$378.71 - $442.54 $154K - $180K
1.3K $563K
NET
Cloudflare, Inc.

Technology
1.23K
+ 10.31%
$110.71 - $176.5 $137K - $218K
13.2K $1.49M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.21K
+ 21.02%
$79.17 - $82.04 $175K - $181K
12.7K $1.04M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.29K
+ 20.8%
$77.7 - $78.94 $178K - $181K
13.3K $1.05M
Ge Vernova Inc
705
+ 48.82%
N/A
2.15K $656K
IBM
International Business Machines Corp

Technology
46
+ 0.85%
$217.4 - $264.74 $10K - $12.2K
5.46K $1.36M
META
Meta Platforms, Inc.

Communication Services
429
+ 4.85%
$576.36 - $736.67 $247K - $316K
9.28K $5.35M
XLE
Energy Sector Spdr

ETFs
1.36K
+ 41.44%
$85.7 - $93.96 $117K - $128K
4.65K $434K
KRE
Spdr S&P Regional Banking ETF

ETFs
4.24K
+ 15.68%
$55.11 - $65.5 $233K - $277K
31.3K $1.78M
VO
Vanguard Mid Cap ETF

ETFs
846
+ 5.28%
$251.87 - $277.95 $213K - $235K
16.9K $4.37M
COST
Costco Wholesale Corp

Consumer Defensive
22
+ 0.77%
$890.62 - $1076.86 $19.6K - $23.7K
2.87K $2.71M
XOM
Exxon Mobil Corp

Energy
26
+ 0.31%
$105.44 - $118.93 $2.74K - $3.09K
8.33K $991K
MCD
Mcdonalds Corp

Consumer Cyclical
242
+ 26.45%
$279.74 - $321.29 $67.7K - $77.8K
1.16K $361K
PAVE
Global X Fds Us Infrastructure

ETFs
2.66K
+ 35.33%
$37.31 - $43.82 $99.2K - $117K
10.2K $384K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
206
+ 7.37%
$408.78 - $448.82 $84.2K - $92.5K
3K $1.26M
LYV
Live Nation Entertainment, Inc.

Communication Services
519
+ 19.44%
$115.79 - $154.66 $60.1K - $80.3K
3.19K $416K
PARA
Paramount Global

Communication Services
1.5K
+ 5.25%
$10.16 - $12.14 $15.3K - $18.2K
30.1K $360K
ED
Consolidated Edison Inc

Utilities
15
+ 0.64%
$88.0 - $110.59 $1.32K - $1.66K
2.35K $260K
XPO
Xpo Logistics, Inc.

Industrials
1.04K
+ 38.96%
$106.12 - $148.16 $110K - $154K
3.7K $398K
C
Citigroup Inc

Financial Services
557
+ 6.03%
$67.23 - $84.63 $37.4K - $47.1K
9.79K $695K
PG
Procter & Gamble CO

Consumer Defensive
201
+ 10.29%
$158.56 - $176.26 $31.9K - $35.4K
2.16K $367K
NSC
Norfolk Southern Corp

Industrials
122
+ 3.12%
$227.69 - $259.76 $27.8K - $31.7K
4.03K $956K
WMT
Walmart Inc.

Consumer Defensive
1.19K
+ 4.6%
$84.5 - $105.05 $101K - $125K
27.2K $2.39M
SO
Southern CO

Utilities
19
+ 0.64%
$80.96 - $92.96 $1.54K - $1.77K
3.01K $277K
MA
Mastercard Inc

Financial Services
12
+ 1.14%
$504.67 - $576.31 $6.06K - $6.92K
1.06K $583K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
347
+ 7.86%
$47.08 - $50.67 $16.3K - $17.6K
4.76K $239K
BMY
Bristol Myers Squibb CO

Healthcare
19
+ 0.39%
$53.9 - $63.11 $1.02K - $1.2K
4.88K $298K
APD
Air Products & Chemicals, Inc.

Basic Materials
50
+ 5.79%
$283.24 - $338.07 $14.2K - $16.9K
913 $269K
COP
Conocophillips

Energy
17
+ 0.73%
$88.6 - $105.85 $1.51K - $1.8K
2.35K $247K
SVC
Service Properties Trust

Real Estate
4K
+ 6.3%
$2.38 - $2.99 $9.52K - $12K
67.5K $176K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
22
+ 0.32%
$76.77 - $82.22 $1.69K - $1.81K
6.79K $539K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
177
+ 2.66%
$49.78 - $53.19 $8.81K - $9.41K
6.82K $348K
Labcorp Holdings Inc
1
+ 0.05%
N/A
1.86K $434K
VTI
Vanguard Total Stock Market Et

ETFs
306
+ 5.73%
$271.18 - $303.12 $83K - $92.8K
5.65K $1.55M
CEG
Constellation Energy Corp

Utilities
159
+ 12.06%
$201.63 - $347.44 $32.1K - $55.2K
1.48K $298K
Activity Summary
Buys All Purchases 85 New Holdings 9 Increased Positions 76 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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