Grandview Asset Management LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 13, 2025), Grandview Asset Management LLC reported 116 stock positions worth $272.4 million. Its top holding was Nvidia (NVDA) at 19.2% of the portfolio, followed by Apple (AAPL, 6.9%) and Microsoft (MSFT, 6.1%). Compared with Q3 2024, it opened 58 new positions, sold out of 6, added to 32 and reduced 23. The biggest buy was a new position in Microsoft (MSFT) and the biggest sale Nvidia (NVDA, shares −0%).

Most Recent 13F
Q2 2026
Location
HARRISBURG, PA
CIK
0001766791
Portfolio Value
$272.4M (Q4 2024)
SEC Filing
0001766791-25-000001 ↗ filed Jan 13, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $220.3M Q1 2024 Q2 2024: $170.8M Q2 2024 Q3 2024: $174.5M Q3 2024 Q4 2024: $272.4M $272.4M Q4 2024 Q1 2025: $263.2M Q1 2025 Q2 2025: $312.3M Q2 2025 Q3 2025: $355.5M Q3 2025 Q4 2025: $364.6M Q4 2025 Q1 2026: $341.7M Q1 2026 Q2 2026: $402.6M Q2 2026

Holdings 116 stocks · $272.4M
NVDA Nvidia Corp. 19.23% 390,171 $52.4M Reduce -0.5%
AAPL Apple Inc. 6.85% 74,567 $18.7M Reduce -12.0%
MSFT Microsoft Corp. 6.07% 39,261 $16.5M New
SPY SS SPDR S&P 500 ETF Trust-US 4.89% 22,744 $13.3M Add +18.8%
QQQ Invesco QQQ Trust Series 1 4.51% 24,011 $12.3M Add +22.5%
VYM Vanguard High DVD Yield ETF 3.91% 83,423 $10.6M New
BRK.B Berkshire Hathaway Inc. Class B 3.12% 18,760 $8.5M Add +2.8%
AVGO Broadcom Inc. 2.81% 33,039 $7.7M Add +3.9%
AMZN Amazon.com Inc. 2.47% 30,614 $6.7M Add +7.5%
PPL PPL Corp. 1.96% 164,905 $5.4M Add +2.7%
META Meta Platforms Inc. Class A 1.90% 8,854 $5.2M Add +2.3%
CRWD CrowdStrike Holdings Inc. Class A 1.62% 12,886 $4.4M Add +5.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.55% 16,033 $4.2M New
GOOG Alphabet Inc. Class C 1.52% 21,706 $4.1M Reduce -8.9%
VB Vanguard Most SM-Cap ETF-Usd 1.36% 15,407 $3.7M New
VTV Vanguard Mrngstr Val ETF-Aui 1.25% 20,157 $3.4M New
VUG Vanguard Mrngstar GR ETF-Sui 1.25% 8,272 $3.4M New
JPM JPMorgan Chase & Co. 1.22% 13,873 $3.3M Reduce -2.5%
ABBV Abbvie Inc. 1.16% 17,850 $3.2M Reduce -1.1%
TSLA Tesla Inc. 1.14% 7,659 $3.1M Add +12.4%
WM Waste Management Inc. 1.06% 14,332 $2.9M Add +8.6%
GOOGL Alphabet Inc. Class A 1.04% 14,925 $2.8M Reduce -10.7%
NFLX Netflix Inc. 1.03% 3,151 $2.8M Reduce -1.4%
MRVL Marvell Technology Inc. 1.00% 24,629 $2.7M New
COST Costco Wholesale Corp. 0.96% 2,845 $2.6M Add +4.1%
BX Blackstone Inc. 0.93% 14,748 $2.5M Reduce -26.1%
WMT Walmart Inc. 0.86% 25,974 $2.3M New
CRM Salesforce Inc. 0.82% 6,682 $2.2M Add +8.1%
CVX Chevron Corp. 0.81% 15,258 $2.2M New
IGV iShares Expanded Tech-Softwa 0.79% 21,591 $2.2M New
V Visa Inc. Class A 0.78% 6,763 $2.1M Add +11.9%
PEP Pepsico Inc. 0.72% 12,948 $2.0M New
KRE SS SPDR S&P Regional Bank 0.60% 27,015 $1.6M New
VTI VG Morningstar TS MKT ETF-US 0.57% 5,344 $1.5M New
PFF iShares Preferred & Income S 0.56% 48,409 $1.5M New
DUK Duke Energy Corp. 0.56% 14,049 $1.5M Add +5.9%
ADBE Adobe Inc. 0.51% 3,118 $1.4M Reduce -6.9%
TECL Dire Dai Tec Bull 3X ETF-Usd 0.50% 15,000 $1.4M Reduce -1.6%
NET Cloudflare Inc. Class A 0.47% 11,972 $1.3M Add +16.5%
VZ Verizon Communications Inc. 0.47% 32,067 $1.3M Reduce -8.2%
PNC PNC Financial Services Group 0.44% 6,182 $1.2M New
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.44% 2,797 $1.2M Add +1.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.44% 5,409 $1.2M New
XLU St Sr Utl SL SE SPDR ETF-Usd 0.43% 15,482 $1.2M Add +223.6%
JNJ Johnson & Johnson 0.40% 7,597 $1.1M New
GLD SPDR Gold Shares 0.40% 4,477 $1.1M Add +11.4%
CSX CSX Corp. 0.40% 33,460 $1.1M New
AMD Advanced Micro Devices 0.38% 8,654 $1.0M Reduce -1.4%
HON Honeywell International Inc. 0.37% 4,500 $1.0M New
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.37% 3,715 $1.0M New
NSC Norfolk Southern Corp. 0.34% 3,912 $918K New
LLY Eli Lilly & Co. 0.33% 1,163 $898K New
XOM Exxon Mobil Corp. 0.33% 8,305 $893K Add +16.1%
VCSH Vanguard S/T Corp. Bond ETF 0.31% 10,994 $858K Add +35.8%
VCIT Vanguard Int-Term Corporate 0.31% 10,502 $843K Add +151.6%
SHOP Shopify Inc. Class A 0.30% 7,619 $810K Reduce -13.2%
CAT Caterpillar Inc. 0.29% 2,213 $803K New
JEPI JPMorgan Equity Premium Inco 0.29% 13,785 $793K Add +69.6%
TM Toyota Motor Corp. -Spon ADR 0.28% 3,963 $771K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.28% 17,272 $759K Reduce -2.0%
STM Stmicroelectronics NV-NY SHS 0.26% 27,857 $696K New
OUSA Alps Oshares US Quality Divi 0.25% 13,022 $692K Reduce -6.5%
HSY The Hershey Co. 0.25% 4,007 $679K New
SSO Proshares Ultra S&P500 0.24% 7,205 $667K Reduce -12.1%
C Citigroup Inc. 0.24% 9,235 $650K New
TIP iShares Tips Bond ETF 0.24% 6,040 $644K New
LOW Lowe's Cos Inc. 0.24% 2,602 $642K New
HD Home Depot Inc. 0.23% 1,642 $639K New
LMT Lockheed Martin Corp. 0.22% 1,258 $611K New
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.22% 5,199 $611K Add +15.0%
VAC Marriott Vacations World 0.22% 6,620 $594K Reduce -4.3%
ONEQ Fidelity Nasdaq Comp Indx 0.21% 7,396 $563K New
MA Mastercard Inc. Class A 0.20% 1,051 $554K Add +1.8%
DLN Wisdomtree US Largecap Divid 0.19% 6,772 $527K Reduce -7.6%
BA The Boeing Co. 0.18% 2,776 $491K Add +13.3%
GEV GE Vernova Inc. 0.17% 1,444 $475K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.16% 3,887 $433K New
LH Labcorp Holdings Inc. 0.16% 1,862 $427K New
VOO Vanguard S&P 500 ETF 0.15% 739 $398K New
QCOM Qualcomm Inc. 0.14% 2,509 $385K New
XLF SS Financial Select Sector 0.14% 7,666 $371K Add +61.4%
VIG Vanguard Dividend Apprec ETF 0.13% 1,853 $363K New
CASY Casey's General Stores Inc. 0.13% 891 $353K New
PANW Palo Alto Networks Inc. 0.13% 1,940 $353K New
XPO Xpo Inc. 0.13% 2,664 $349K New
SLV iShares Silver Trust 0.13% 13,177 $347K Add +36.3%
LYV Live Nation Entertainment Inc. 0.13% 2,670 $346K New
QLD Proshares Ultra QQQ 0.13% 3,200 $346K No change
SCHD Schwab US DVD Equity ETF 0.13% 12,617 $345K New
DVY iShares Select Dividend ETF 0.13% 2,600 $341K New
SPYV SS SPDR P S&P 500 Value ETF 0.12% 6,642 $340K Add +0.4%
PG The Procter & Gamble Co. 0.12% 1,954 $328K New
GS Goldman Sachs Group Inc. 0.12% 572 $327K Add +1.4%
SCHG Schwab US Large-Cap Growth 0.12% 11,307 $315K New
VRT Vertiv Holdings Co. Class A 0.12% 2,771 $315K New
CVS CVS Health Corp. 0.11% 6,935 $311K New
PAVE Global X US Infrastructure 0.11% 7,529 $304K No change
PARAA Paramount Global Class B 0.11% 28,625 $299K Reduce -29.9%
CEG Constellation Energy 0.11% 1,318 $295K No change
MRK Merck & Co. Inc. 0.10% 2,866 $285K Reduce -25.8%

Show all 116 holdings

Portfolio Sells Q3 2024 → Q4 2024
NVDA Nvidia Corp. Reduce -0.5% 19.23% −8.05
AAPL Apple Inc. Reduce -12.0% 6.85% −4.46
ABBV Abbvie Inc. Reduce -1.1% 1.16% −0.88
BX Blackstone Inc. Reduce -26.1% 0.93% −0.82
GOOG Alphabet Inc. Class C Reduce -8.9% 1.52% −0.77
GOOGL Alphabet Inc. Class A Reduce -10.7% 1.04% −0.55
JPM JPMorgan Chase & Co. Reduce -2.5% 1.22% −0.50
ADBE Adobe Inc. Reduce -6.9% 0.51% −0.48
AMD Advanced Micro Devices Reduce -1.4% 0.38% −0.44
VZ Verizon Communications Inc. Reduce -8.2% 0.47% −0.43
NFLX Netflix Inc. Reduce -1.4% 1.03% −0.27
TECL Dire Dai Tec Bull 3X ETF-Usd Reduce -1.6% 0.50% −0.27
SSO Proshares Ultra S&P500 Reduce -12.1% 0.24% −0.18
FAS Dirx DLY Finacial B3X ETF-Ui Sold out 0.00% −0.18
OUSA Alps Oshares US Quality Divi Reduce -6.5% 0.25% −0.18
SVC Service Pptys TR Reduce -29.1% 0.06% −0.17
MRK Merck & Co. Inc. Reduce -25.8% 0.10% −0.15
PARAA Paramount Global Class B Reduce -29.9% 0.11% −0.14
DLN Wisdomtree US Largecap Divid Reduce -7.6% 0.19% −0.14
PFXF Vaneck Pref Sec X-Financials Sold out 0.00% −0.13
MELI MercadoLibre Inc. Sold out 0.00% −0.13
VDE Vanguard Energy ETF Sold out 0.00% −0.13
BAC Bank of America Corp. Reduce -2.0% 0.28% −0.12
PYPL PayPal Holdings Inc. Sold out 0.00% −0.12
BLES Inspire Global Hope ETF Sold out 0.00% −0.12
SHOP Shopify Inc. Class A Reduce -13.2% 0.30% −0.11
CMCSA Comcast Corp. Class A Reduce -19.6% 0.08% −0.10
VAC Marriott Vacations World Reduce -4.3% 0.22% −0.07
ABT Abbott Laboratories Reduce -0.5% 0.09% −0.05

Portfolio Buys Q3 2024 → Q4 2024
MSFT Microsoft Corp. New 6.07% +6.07
VYM Vanguard High DVD Yield ETF New 3.91% +3.91
VO Vngrd Mrngstr MD-Cap ETF-Usd New 1.55% +1.55
VB Vanguard Most SM-Cap ETF-Usd New 1.36% +1.36
VTV Vanguard Mrngstr Val ETF-Aui New 1.25% +1.25
VUG Vanguard Mrngstar GR ETF-Sui New 1.25% +1.25
MRVL Marvell Technology Inc. New 1.00% +1.00
WMT Walmart Inc. New 0.86% +0.86
CVX Chevron Corp. New 0.81% +0.81
IGV iShares Expanded Tech-Softwa New 0.79% +0.79
PEP Pepsico Inc. New 0.72% +0.72
KRE SS SPDR S&P Regional Bank New 0.60% +0.60
VTI VG Morningstar TS MKT ETF-US New 0.57% +0.57
PFF iShares Preferred & Income S New 0.56% +0.56
PNC PNC Financial Services Group New 0.44% +0.44
IBM Intl Business Machines Corp. New 0.44% +0.44
JNJ Johnson & Johnson New 0.40% +0.40
CSX CSX Corp. New 0.40% +0.40
HON Honeywell International Inc. New 0.37% +0.37
VV Vngrd Mrgstr LRG-Cap ETF-Usd New 0.37% +0.37
NSC Norfolk Southern Corp. New 0.34% +0.34
LLY Eli Lilly & Co. New 0.33% +0.33
CAT Caterpillar Inc. New 0.29% +0.29
TM Toyota Motor Corp. -Spon ADR New 0.28% +0.28
STM Stmicroelectronics NV-NY SHS New 0.26% +0.26
HSY The Hershey Co. New 0.25% +0.25
C Citigroup Inc. New 0.24% +0.24
TIP iShares Tips Bond ETF New 0.24% +0.24
LOW Lowe's Cos Inc. New 0.24% +0.24
HD Home Depot Inc. New 0.23% +0.23
LMT Lockheed Martin Corp. New 0.22% +0.22
XLU St Sr Utl SL SE SPDR ETF-Usd Add +223.6% 0.43% +0.21
ONEQ Fidelity Nasdaq Comp Indx New 0.21% +0.21
GEV GE Vernova Inc. New 0.17% +0.17
DIS The Walt Disney Co. New 0.16% +0.16
LH Labcorp Holdings Inc. New 0.16% +0.16
VOO Vanguard S&P 500 ETF New 0.15% +0.15
QCOM Qualcomm Inc. New 0.14% +0.14
VIG Vanguard Dividend Apprec ETF New 0.13% +0.13
CASY Casey's General Stores Inc. New 0.13% +0.13
PANW Palo Alto Networks Inc. New 0.13% +0.13
XPO Xpo Inc. New 0.13% +0.13
LYV Live Nation Entertainment Inc. New 0.13% +0.13
SCHD Schwab US DVD Equity ETF New 0.13% +0.13
DVY iShares Select Dividend ETF New 0.13% +0.13
PG The Procter & Gamble Co. New 0.12% +0.12
SCHG Schwab US Large-Cap Growth New 0.12% +0.12
VRT Vertiv Holdings Co. Class A New 0.12% +0.12
CVS CVS Health Corp. New 0.11% +0.11
TSLA Tesla Inc. Add +12.4% 1.14% +0.11

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 146$402.6MNVDA, QQQ, AAPL, SPY, MSFT
Q1 2026 137$341.7MNVDA, AAPL, QQQ, MSFT, SPY
Q4 2025 139$364.6MNVDA, AAPL, MSFT, QQQ, SPY
Q3 2025 141$355.5MNVDA, MSFT, AAPL, QQQ, SPY
Q2 2025 135$312.3MNVDA, MSFT, AAPL, QQQ, SPY
Q1 2025 123$263.2MNVDA, AAPL, MSFT, SPY, QQQ
Q4 2024 116$272.4MNVDA, AAPL, MSFT, SPY, QQQ
Q3 2024 64$174.5MNVDA, AAPL, SPY, QQQ, BRK.B
Q2 2024 60$170.8MNVDA, AAPL, SPY, QQQ, BRK.B
Q1 2024 109$220.3MNVDA, MSFT, AAPL, VYM, SPY