Grandview Asset Management LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 21, 2025), Grandview Asset Management LLC reported 123 stock positions worth $263.2 million. Its top holding was Nvidia (NVDA) at 16.1% of the portfolio, followed by Apple (AAPL, 6.2%) and Microsoft (MSFT, 5.6%). Compared with Q4 2024, it opened 9 new positions, sold out of 2, added to 76 and reduced 32. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +1%) and the biggest sale Apple (AAPL, shares −1%).

Most Recent 13F
Q2 2026
Location
HARRISBURG, PA
CIK
0001766791
Portfolio Value
$263.2M (Q1 2025)
SEC Filing
0001766791-25-000004 ↗ filed Apr 21, 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 Q4 2024 Q1 2025: $263.2M $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 123 stocks · $263.2M
NVDA Nvidia Corp. 16.08% 390,545 $42.3M Add +0.1%
AAPL Apple Inc. 6.24% 73,931 $16.4M Reduce -0.8%
MSFT Microsoft Corp. 5.59% 39,213 $14.7M Reduce -0.1%
SPY SS SPDR S&P 500 ETF Trust-US 5.04% 23,727 $13.3M Add +4.3%
QQQ Invesco QQQ Trust Series 1 4.66% 26,171 $12.3M Add +9.0%
VYM Vanguard High DVD Yield ETF 4.24% 86,524 $11.2M Add +3.7%
BRK.B Berkshire Hathaway Inc. Class B 3.83% 18,909 $10.1M Add +0.8%
AMZN Amazon.com Inc. 2.29% 31,625 $6.0M Add +3.3%
PPL PPL Corp. 2.27% 165,429 $6.0M Add +0.3%
AVGO Broadcom Inc. 2.10% 33,072 $5.5M Add +0.1%
META Meta Platforms Inc. Class A 2.03% 9,283 $5.3M Add +4.8%
VTV Vanguard Mrngstr Val ETF-Aui 1.89% 28,761 $5.0M Add +42.7%
CRWD CrowdStrike Holdings Inc. Class A 1.79% 13,373 $4.7M Add +3.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.66% 16,879 $4.4M Add +5.3%
ABBV Abbvie Inc. 1.43% 17,935 $3.8M Add +0.5%
WM Waste Management Inc. 1.42% 16,135 $3.7M Add +12.6%
GOOG Alphabet Inc. Class C 1.42% 23,858 $3.7M Add +9.9%
JPM JPMorgan Chase & Co. 1.39% 14,880 $3.6M Add +7.3%
VB Vanguard Most SM-Cap ETF-Usd 1.38% 16,341 $3.6M Add +6.1%
VUG Vanguard Mrngstar GR ETF-Sui 1.19% 8,470 $3.1M Add +2.4%
NFLX Netflix Inc. 1.09% 3,082 $2.9M Reduce -2.2%
IGV iShares Expanded Tech-Softwa 1.09% 32,110 $2.9M Add +48.7%
COST Costco Wholesale Corp. 1.03% 2,867 $2.7M Add +0.8%
CVX Chevron Corp. 1.00% 15,797 $2.6M Add +3.5%
V Visa Inc. Class A 0.93% 6,992 $2.5M Add +3.4%
WMT Walmart Inc. 0.91% 27,168 $2.4M Add +4.6%
GOOGL Alphabet Inc. Class A 0.88% 15,023 $2.3M Add +0.7%
BX Blackstone Inc. 0.80% 15,150 $2.1M Add +2.7%
TSLA Tesla Inc. 0.80% 8,122 $2.1M Add +6.0%
PEP Pepsico Inc. 0.72% 12,630 $1.9M Reduce -2.5%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.70% 23,278 $1.8M Add +50.4%
CRM Salesforce Inc. 0.70% 6,832 $1.8M Add +2.2%
KRE SS SPDR S&P Regional Bank 0.68% 31,251 $1.8M Add +15.7%
DUK Duke Energy Corp. 0.65% 14,135 $1.7M Add +0.6%
VTI VG Morningstar TS MKT ETF-US 0.59% 5,650 $1.6M Add +5.7%
MRVL Marvell Technology Inc. 0.59% 25,133 $1.5M Add +2.0%
NET Cloudflare Inc. Class A 0.57% 13,206 $1.5M Add +10.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.52% 5,455 $1.4M Add +0.8%
VZ Verizon Communications Inc. 0.51% 29,752 $1.4M Reduce -7.2%
GLD SPDR Gold Shares 0.51% 4,675 $1.3M Add +4.4%
PFF iShares Preferred & Income S 0.50% 42,858 $1.3M Reduce -11.5%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.48% 3,003 $1.3M Add +7.4%
JNJ Johnson & Johnson 0.47% 7,504 $1.2M Reduce -1.2%
ADBE Adobe Inc. 0.43% 2,963 $1.1M Reduce -5.0%
LLY Eli Lilly & Co. 0.43% 1,371 $1.1M Add +17.9%
VCSH Vanguard S/T Corp. Bond ETF 0.40% 13,281 $1.0M Add +20.8%
VCIT Vanguard Int-Term Corporate 0.39% 12,709 $1.0M Add +21.0%
XOM Exxon Mobil Corp. 0.38% 8,331 $991K Add +0.3%
CSX CSX Corp. 0.37% 33,464 $985K Add +0.0%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.37% 3,762 $967K Add +1.3%
PNC PNC Financial Services Group 0.36% 5,459 $960K Reduce -11.7%
NSC Norfolk Southern Corp. 0.36% 4,034 $956K Add +3.1%
HON Honeywell International Inc. 0.36% 4,495 $952K Reduce -0.1%
XMMO Invesco S&P Midcap Momentum 0.36% 8,308 $945K New
TECL Dire Dai Tec Bull 3X ETF-Usd 0.33% 15,000 $878K No change
AMD Advanced Micro Devices 0.32% 8,278 $850K Reduce -4.3%
JEPI JPMorgan Equity Premium Inco 0.30% 13,795 $788K Add +0.1%
CAT Caterpillar Inc. 0.30% 2,387 $787K Add +7.9%
SHOP Shopify Inc. Class A 0.28% 7,615 $727K Reduce -0.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.27% 17,064 $712K Reduce -1.2%
C Citigroup Inc. 0.26% 9,792 $695K Add +6.0%
HSY The Hershey Co. 0.26% 3,963 $678K Reduce -1.1%
OUSA Alps Oshares US Quality Divi 0.25% 12,501 $665K Reduce -4.0%
GEV GE Vernova Inc. 0.25% 2,149 $656K Add +48.8%
TM Toyota Motor Corp. -Spon ADR 0.25% 3,663 $647K Reduce -7.6%
HD Home Depot Inc. 0.24% 1,735 $636K Add +5.7%
STM Stmicroelectronics NV-NY SHS 0.23% 27,935 $613K Add +0.3%
LOW Lowe's Cos Inc. 0.23% 2,608 $608K Add +0.2%
SSO Proshares Ultra S&P500 0.23% 7,200 $596K Reduce -0.1%
BUG Global X Cybersecurity ETF 0.23% 18,332 $593K New
MA Mastercard Inc. Class A 0.22% 1,063 $583K Add +1.1%
MLPX Global X MLP & Energy Infras 0.22% 9,035 $577K New
TIP iShares Tips Bond ETF 0.21% 5,094 $566K Reduce -15.7%
CASY Casey's General Stores Inc. 0.21% 1,298 $563K Add +45.7%
RTX RTX Corp. 0.21% 4,094 $542K New
DLN Wisdomtree US Largecap Divid 0.20% 6,794 $539K Add +0.3%
ONEQ Fidelity Nasdaq Comp Indx 0.20% 7,768 $529K Add +5.0%
VAC Marriott Vacations World 0.17% 6,920 $445K Add +4.5%
BA The Boeing Co. 0.16% 2,542 $434K Reduce -8.4%
CVS CVS Health Corp. 0.16% 6,400 $434K Reduce -7.7%
LH Labcorp Holdings Inc. 0.16% 1,863 $434K Add +0.1%
XLE SS Energy Select Sector 0.16% 4,649 $434K Add +41.4%
LYV Live Nation Entertainment Inc. 0.16% 3,189 $416K Add +19.4%
SLV iShares Silver Trust 0.15% 13,077 $405K Reduce -0.8%
XPO Xpo Inc. 0.15% 3,702 $398K Add +39.0%
PAVE Global X US Infrastructure 0.15% 10,189 $384K Add +35.3%
PG The Procter & Gamble Co. 0.14% 2,155 $367K Add +10.3%
MCD McDonald's Corp. 0.14% 1,157 $361K Add +26.4%
PARAA Paramount Global Class B 0.14% 30,128 $360K Add +5.3%
VOO Vanguard S&P 500 ETF 0.14% 699 $359K Reduce -5.4%
VIG Vanguard Dividend Apprec ETF 0.14% 1,846 $358K Reduce -0.4%
QCOM Qualcomm Inc. 0.14% 2,316 $356K Reduce -7.7%
SPYV SS SPDR P S&P 500 Value ETF 0.13% 6,819 $348K Add +2.7%
SCHD Schwab US DVD Equity ETF 0.13% 12,148 $340K Reduce -3.7%
PANW Palo Alto Networks Inc. 0.13% 1,940 $331K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.12% 3,295 $325K Reduce -15.2%
XLF SS Financial Select Sector 0.12% 6,413 $319K Reduce -16.3%
DVY iShares Select Dividend ETF 0.12% 2,348 $315K Reduce -9.7%
GS Goldman Sachs Group Inc. 0.12% 575 $314K Add +0.5%
VGSH Vanguard Short-Term Treasury 0.12% 5,188 $304K New
BMY Bristol-Myers Squibb Co. 0.11% 4,881 $298K Add +0.4%
CEG Constellation Energy 0.11% 1,477 $298K Add +12.1%
QLD Proshares Ultra QQQ 0.11% 3,200 $284K No change
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.11% 5,199 $284K No change
SO The Southern Co. 0.11% 3,008 $277K Add +0.6%
BIBL Inspire 100 ETF 0.10% 7,135 $274K No change
SNOW Snowflake Inc. 0.10% 1,874 $274K New
APD Air Products & Chemicals Inc. 0.10% 913 $269K Add +5.8%
ABT Abbott Laboratories 0.10% 2,002 $266K Reduce -10.2%
ED Consolidated Edison Inc. 0.10% 2,351 $260K Add +0.6%
F Ford Motor Co. filed as FORD MTR CO 0.10% 25,745 $258K Reduce -5.1%
MRK Merck & Co. Inc. 0.10% 2,868 $257K Add +0.1%
VRT Vertiv Holdings Co. Class A 0.09% 3,440 $248K Add +24.1%
COP Conocophillips 0.09% 2,348 $247K Add +0.7%
SPHD Invesco S&P 500 High Dividen 0.09% 4,760 $239K Add +7.9%
SCHG Schwab US Large-Cap Growth 0.09% 9,524 $238K Reduce -15.8%
PFE Pfizer Inc. 0.09% 9,144 $232K Add +1.3%
VTEB Vanguard Tax-Exempt Bond ETF 0.09% 4,623 $229K Reduce -3.9%
CMCSA Comcast Corp. Class A 0.09% 6,168 $228K No change
MELI MercadoLibre Inc. 0.08% 111 $217K New
USMV iShares MSCI USA Min Vol Fac 0.08% 2,259 $212K New
FAS Dirx DLY Finacial B3X ETF-Ui 0.08% 1,267 $200K New
SVC Service Pptys TR 0.07% 67,513 $176K Add +6.3%

Portfolio Sells Q4 2024 → Q1 2025
AAPL Apple Inc. Reduce -0.8% 6.24% −0.62
MSFT Microsoft Corp. Reduce -0.1% 5.59% −0.48
LMT Lockheed Martin Corp. Sold out 0.00% −0.22
UNP Union Pacific Corp. Sold out 0.00% −0.08
ADBE Adobe Inc. Reduce -5.0% 0.43% −0.08
PNC PNC Financial Services Group Reduce -11.7% 0.36% −0.07
AMD Advanced Micro Devices Reduce -4.3% 0.32% −0.06
PFF iShares Preferred & Income S Reduce -11.5% 0.50% −0.06
TM Toyota Motor Corp. -Spon ADR Reduce -7.6% 0.25% −0.04
DIS The Walt Disney Co. Reduce -15.2% 0.12% −0.04
SCHG Schwab US Large-Cap Growth Reduce -15.8% 0.09% −0.03
TIP iShares Tips Bond ETF Reduce -15.7% 0.21% −0.02
SHOP Shopify Inc. Class A Reduce -0.1% 0.28% −0.02
SSO Proshares Ultra S&P500 Reduce -0.1% 0.23% −0.02
BA The Boeing Co. Reduce -8.4% 0.16% −0.02
XLF SS Financial Select Sector Reduce -16.3% 0.12% −0.01
HON Honeywell International Inc. Reduce -0.1% 0.36% −0.01
VOO Vanguard S&P 500 ETF Reduce -5.4% 0.14% −0.01
BAC Bank of America Corp. Reduce -1.2% 0.27% −0.01
QCOM Qualcomm Inc. Reduce -7.7% 0.14% −0.01
DVY iShares Select Dividend ETF Reduce -9.7% 0.12% −0.01
PEP Pepsico Inc. Reduce -2.5% 0.72% −0.00
VTEB Vanguard Tax-Exempt Bond ETF Reduce -3.9% 0.09% −0.00
OUSA Alps Oshares US Quality Divi Reduce -4.0% 0.25% −0.00
F Ford Motor Co. Reduce -5.1% 0.10% −0.00
SCHD Schwab US DVD Equity ETF Reduce -3.7% 0.13% +0.00
VIG Vanguard Dividend Apprec ETF Reduce -0.4% 0.14% +0.00
HSY The Hershey Co. Reduce -1.1% 0.26% +0.01
ABT Abbott Laboratories Reduce -10.2% 0.10% +0.01
SLV iShares Silver Trust Reduce -0.8% 0.15% +0.03
VZ Verizon Communications Inc. Reduce -7.2% 0.51% +0.04
CVS CVS Health Corp. Reduce -7.7% 0.16% +0.05
NFLX Netflix Inc. Reduce -2.2% 1.09% +0.06
JNJ Johnson & Johnson Reduce -1.2% 0.47% +0.07

Portfolio Buys Q4 2024 → Q1 2025
BRK.B Berkshire Hathaway Inc. Class B Add +0.8% 3.83% +0.70
VTV Vanguard Mrngstr Val ETF-Aui Add +42.7% 1.89% +0.63
XMMO Invesco S&P Midcap Momentum New 0.36% +0.36
WM Waste Management Inc. Add +12.6% 1.42% +0.36
VYM Vanguard High DVD Yield ETF Add +3.7% 4.24% +0.33
PPL PPL Corp. Add +0.3% 2.27% +0.30
IGV iShares Expanded Tech-Softwa Add +48.7% 1.09% +0.29
XLU St Sr Utl SL SE SPDR ETF-Usd Add +50.4% 0.70% +0.27
ABBV Abbvie Inc. Add +0.5% 1.43% +0.26
BUG Global X Cybersecurity ETF New 0.23% +0.23
MLPX Global X MLP & Energy Infras New 0.22% +0.22
RTX RTX Corp. New 0.21% +0.21
CVX Chevron Corp. Add +3.5% 1.00% +0.19
CRWD CrowdStrike Holdings Inc. Class A Add +3.8% 1.79% +0.17
JPM JPMorgan Chase & Co. Add +7.3% 1.39% +0.17
QQQ Invesco QQQ Trust Series 1 Add +9.0% 4.66% +0.16
SPY SS SPDR S&P 500 ETF Trust-US Add +4.3% 5.04% +0.15
V Visa Inc. Class A Add +3.4% 0.93% +0.15
META Meta Platforms Inc. Class A Add +4.8% 2.03% +0.13
VGSH Vanguard Short-Term Treasury New 0.12% +0.12
GLD SPDR Gold Shares Add +4.4% 0.51% +0.11
SNOW Snowflake Inc. New 0.10% +0.10
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +5.3% 1.66% +0.10
LLY Eli Lilly & Co. Add +17.9% 0.43% +0.10
DUK Duke Energy Corp. Add +0.6% 0.65% +0.10
NET Cloudflare Inc. Class A Add +10.3% 0.57% +0.09
VCIT Vanguard Int-Term Corporate Add +21.0% 0.39% +0.09
CASY Casey's General Stores Inc. Add +45.7% 0.21% +0.08
VCSH Vanguard S/T Corp. Bond ETF Add +20.8% 0.40% +0.08
MELI MercadoLibre Inc. New 0.08% +0.08
USMV iShares MSCI USA Min Vol Fac New 0.08% +0.08
IBM Intl Business Machines Corp. Add +0.8% 0.52% +0.08
KRE SS SPDR S&P Regional Bank Add +15.7% 0.68% +0.08
FAS Dirx DLY Finacial B3X ETF-Ui New 0.08% +0.08
GEV GE Vernova Inc. Add +48.8% 0.25% +0.07
COST Costco Wholesale Corp. Add +0.8% 1.03% +0.07
XLE SS Energy Select Sector Add +41.4% 0.16% +0.06
XOM Exxon Mobil Corp. Add +0.3% 0.38% +0.05
WMT Walmart Inc. Add +4.6% 0.91% +0.04
DIA SS SPDR Dow Jones Indus Avg Add +7.4% 0.48% +0.04
MCD McDonald's Corp. Add +26.4% 0.14% +0.04
PAVE Global X US Infrastructure Add +35.3% 0.15% +0.03
LYV Live Nation Entertainment Inc. Add +19.4% 0.16% +0.03
PARAA Paramount Global Class B Add +5.3% 0.14% +0.03
NSC Norfolk Southern Corp. Add +3.1% 0.36% +0.03
C Citigroup Inc. Add +6.0% 0.26% +0.03
XPO Xpo Inc. Add +39.0% 0.15% +0.02
ED Consolidated Edison Inc. Add +0.6% 0.10% +0.02
VTI VG Morningstar TS MKT ETF-US Add +5.7% 0.59% +0.02
PG The Procter & Gamble Co. Add +10.3% 0.14% +0.02

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