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The Analysis of Grandview Asset Management LLC's Holdings & P&L

Currently, Grandview Asset Management LLC holds 137 types of securities in its portfolio with a total value $341.7M. In the most recent quarter, they have increased their positions in VTV (+16.7K shares, valued at $3.3M), SCHG (+59.3K shares, valued at $1.8M), SCHV (+39.2K shares, valued at $1.3M); decreased their positions in N/A (-2.8K shares, valued at $1.6M), SPY (-2.3K shares, valued at $1.5M), AAPL (-4.1K shares, valued at $1.0M); initiated new positions in SCHV (+39.2K shares, valued at $1.3M), SCHB (+25.6K shares, valued at $664.1K), OIH (+1.0K shares, valued at $446.7K).

1M P&L

+19.0M+6.21%

3M P&L

-4.3M-1.30%

HY P&L

+4.1M+1.27%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A86.3M

30.4%

2Semiconductors69.0M

24.3%

3Software - Infrastructure23.6M

8.3%

Top Industries by Stock Count

1N/A47 stocks

38.8%

2Software - Infrastructure6 stocks

5.0%

3Semiconductors4 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION378.4K shares-0.35%2026-03-312026-05-07

AAPL APPLE INC70.4K shares-5.46%2026-03-312026-05-07

INVESCO QQQ TR INVESCO QQQ TR28.4K shares-9.00%2026-03-312026-05-07

MSFT MICROSOFT CORP38.7K shares-4.82%2026-03-312026-05-07

SPY STATE STR SPDR S&P 500 ETF T21.6K shares-9.55%2026-03-312026-05-07

VYM VANGUARD WHITEHALL FDS88.7K shares-4.41%2026-03-312026-05-07

BROADCOM INC BROADCOM INC32.3K shares-0.47%2026-03-312026-05-07

VTV VANGUARD INDEX FDS49.4K shares51.08%2026-03-312026-05-07

Sponsored

ALPHABET INC ALPHABET INC30.9K shares0.94%2026-03-312026-05-07

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL16.8K shares-3.65%2026-03-312026-05-07

AMZN AMAZON COM INC34.0K shares-1.71%2026-03-312026-05-07

PPL PPL CORP163.0K shares-1.84%2026-03-312026-05-07

CRWD CROWDSTRIKE HLDGS INC14.7K shares-3.37%2026-03-312026-05-07

META META PLATFORMS INC9.5K shares-2.15%2026-03-312026-05-07

JPM JPMORGAN CHASE & CO17.3K shares4.89%2026-03-312026-05-07

VUG VANGUARD INDEX FDS10.3K shares-9.41%2026-03-312026-05-07

Sponsored

WMT WALMART INC33.7K shares0.74%2026-03-312026-05-07

ALPHABET INC ALPHABET INC14.5K shares-5.48%2026-03-312026-05-07

ABBV ABBVIE INC18.4K shares-1.94%2026-03-312026-05-07

WM WASTE MGMT INC DEL16.5K shares-0.31%2026-03-312026-05-07

VB VANGUARD INDEX FDS13.9K shares-4.23%2026-03-312026-05-07

VO VANGUARD INDEX FDS12.6K shares-9.55%2026-03-312026-05-07

TSLA TESLA INC9.3K shares-1.89%2026-03-312026-05-07

CVX CHEVRON CORPORATION16.3K shares4.29%2026-03-312026-05-07

Sponsored

SOXX ISHARES TR10.0K shares43.80%2026-03-312026-05-07

COST COSTCO WHOLESALE CORPORATION2.8K shares0.07%2026-03-312026-05-07

NFLX NETFLIX INC.29.0K shares-4.93%2026-03-312026-05-07

NET CLOUDFLARE INC13.2K shares-0.63%2026-03-312026-05-07

XLU SELECT SECTOR SPDR TR55.5K shares21.99%2026-03-312026-05-07

GEV GE VERNOVA INC2.8K shares8.70%2026-03-312026-05-07

AMD ADVANCED MICRO DEVICES INC11.8K shares-2.47%2026-03-312026-05-07

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC22.8K shares-3.87%2026-03-312026-05-07

Sponsored

GLD SPDR GOLD TR4.8K shares-0.64%2026-03-312026-05-07

V VISA INC7.0K shares-2.51%2026-03-312026-05-07

CAT CATERPILLAR INC2.9K shares-0.66%2026-03-312026-05-07

SCHG SCHWAB STRATEGIC TR66.8K shares790.25%2026-03-312026-05-07

BLACKSTONE INC BLACKSTONE INC17.7K shares-15.50%2026-03-312026-05-07

VTI VANGUARD INDEX FDS6.3K shares-8.35%2026-03-312026-05-07

XOM EXXON MOBIL CORP11.8K shares22.91%2026-03-312026-05-07

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW14.9K shares0.38%2026-03-312026-05-07

Sponsored

RTX RTX CORPORATION9.6K shares0.91%2026-03-312026-05-07

DIA STATE STR SPDR DOW JONES IND3.9K shares-5.85%2026-03-312026-05-07

KRE SPDR SERIES TRUST26.3K shares-5.52%2026-03-312026-05-07

XLE SELECT SECTOR SPDR TR27.5K shares190.55%2026-03-312026-05-07

LLY ELI LILLY & CO1.8K shares16.51%2026-03-312026-05-07

CASY CASEYS GEN STORES INC2.2K shares12.48%2026-03-312026-05-07

IBM INTERNATIONAL BUSINESS MACHS5.9K shares-1.58%2026-03-312026-05-07

JNJ JOHNSON & JOHNSON5.6K shares-4.16%2026-03-312026-05-07

Sponsored

GS GOLDMAN SACHS GROUP INC1.6K shares1.42%2026-03-312026-05-07

SCHV SCHWAB STRATEGIC TR39.2K sharesnew addition2026-03-312026-05-07

PEP PEPSICO INC8.6K shares-4.89%2026-03-312026-05-07

CITIGROUP INC CITIGROUP INC11.5K shares1.26%2026-03-312026-05-07

TECL DIREXION SHARES ETF TRUST15.0K shares0.00%2026-03-312026-05-07

BND VANGUARD BD INDEX FDS16.6K shares-0.71%2026-03-312026-05-07

VCIT VANGUARD SCOTTSDALE FDS13.0K shares-10.91%2026-03-312026-05-07

MS MORGAN STANLEY6.4K shares9.97%2026-03-312026-05-07

Sponsored

VCSH VANGUARD SCOTTSDALE FDS13.3K shares3.50%2026-03-312026-05-07

VV VANGUARD INDEX FDS3.6K shares-1.79%2026-03-312026-05-07

PNC PNC FINL SVCS GROUP INC4.9K shares-7.54%2026-03-312026-05-07

ARKX ARK ETF TR33.7K shares216.38%2026-03-312026-05-07

SLV ISHARES SILVER TR14.6K shares0.00%2026-03-312026-05-07

HON HONEYWELL INTL INC3.8K shares-3.06%2026-03-312026-05-07

BAC BANK AMERICA CORP17.3K shares-0.53%2026-03-312026-05-07

SHOP SHOPIFY INC6.9K shares-2.90%2026-03-312026-05-07

Sponsored

VRT VERTIV HOLDINGS CO3.3K shares-5.39%2026-03-312026-05-07

HSY HERSHEY CO3.7K shares-1.60%2026-03-312026-05-07

TM TOYOTA MOTOR CORP3.7K shares0.00%2026-03-312026-05-07

SSO PROSHARES TR14.4K shares0.00%2026-03-312026-05-07

PFF ISHARES TR24.1K shares-19.65%2026-03-312026-05-07

XMMO INVESCO EXCHANGE TRADED FD T5.1K shares-5.35%2026-03-312026-05-07

IGM ISHARES TR5.6K shares-21.91%2026-03-312026-05-07

HD HOME DEPOT INC2.1K shares-10.82%2026-03-312026-05-07

Sponsored

XPO XPO INC3.4K shares9.59%2026-03-312026-05-07

SCHB SCHWAB STRATEGIC TR25.6K sharesnew addition2026-03-312026-05-07

BA BOEING CO3.2K shares10.26%2026-03-312026-05-07

BWXT BWX TECHNOLOGIES INC2.9K shares-0.89%2026-03-312026-05-07

ALPS ETF TR ALPS ETF TR10.8K shares-10.50%2026-03-312026-05-07

CEG CONSTELLATION ENERGY CORP2.1K shares-0.05%2026-03-312026-05-07

DLN WISDOMTREE TR6.7K shares-1.99%2026-03-312026-05-07

ONEQ FIDELITY COMWLTH TR6.9K shares-34.24%2026-03-312026-05-07

Sponsored

LOW LOWES COS INC2.5K shares0.20%2026-03-312026-05-07

VZ VERIZON COMMUNICATIONS INC11.5K shares-2.70%2026-03-312026-05-07

PAVE GLOBAL X FDS11.1K shares4.66%2026-03-312026-05-07

JEPI J P MORGAN EXCHANGE TRADED F9.9K shares-15.90%2026-03-312026-05-07

UNH UNITEDHEALTH GROUP INC2.0K shares-41.83%2026-03-312026-05-07

MA MASTERCARD INCORPORATED1.0K shares-0.85%2026-03-312026-05-07

GE AEROSPACE GE AEROSPACE1.7K shares7.11%2026-03-312026-05-07

OIH VANECK ETF TRUST1.0K sharesnew addition2026-03-312026-05-07

Sponsored

GDV GABELLI DIVID & INCOME TR16.3K shares0.00%2026-03-312026-05-07

KTOS KRATOS DEFENSE & SEC SOLUTIO6.2K shares-10.53%2026-03-312026-05-07

VGSH VANGUARD SCOTTSDALE FDS7.3K shares10.90%2026-03-312026-05-07

TIP ISHARES TR3.9K shares-12.00%2026-03-312026-05-07

SCHD SCHWAB STRATEGIC TR11.4K shares6.09%2026-03-312026-05-07

VANGUARD INDEX FDS VANGUARD INDEX FDS692 shares-6.11%2026-03-312026-05-07

MCD MCDONALDS CORP1.3K shares-2.23%2026-03-312026-05-07

LH LABCORP HOLDINGS INC1.5K shares-18.55%2026-03-312026-05-07

Sponsored

MCK MCKESSON CORP457 shares0.22%2026-03-312026-05-07

QLD PROSHARES TR6.4K shares0.00%2026-03-312026-05-07

XLF SELECT SECTOR SPDR TR7.7K shares-8.52%2026-03-312026-05-07

MLPX GLOBAL X FDS5.0K shares-8.04%2026-03-312026-05-07

JCI JOHNSON CONTROLS INTERNATION2.7K shares7.18%2026-03-312026-05-07

SO SOUTHERN CO3.7K shares0.61%2026-03-312026-05-07

VIG VANGUARD SPECIALIZED FUNDS1.6K shares-7.43%2026-03-312026-05-07

SPYV SPDR SERIES TRUST6.2K shares-11.95%2026-03-312026-05-07

Sponsored

MERCK & CO INC MERCK & CO INC2.9K shares0.07%2026-03-312026-05-07

NSC NORFOLK SOUTHN CORP1.2K shares-25.54%2026-03-312026-05-07

TJX TJX COS INC NEW2.1K shares0.05%2026-03-312026-05-07

SNOW SNOWFLAKE INC2.2K shares-24.79%2026-03-312026-05-07

EATON CORP PLC EATON CORP PLC903 shares-7.95%2026-03-312026-05-07

ORLY OREILLY AUTOMOTIVE INC3.7K shares-16.42%2026-03-312026-05-07

KO COCA COLA CO4.2K shares-1.18%2026-03-312026-05-07

PANW PALO ALTO NETWORKS INC2.0K shares2.37%2026-03-312026-05-07

Sponsored

IBKR INTERACTIVE BROKERS GROUP IN4.6K shares-21.90%2026-03-312026-05-07

COP CONOCOPHILLIPS2.4K shares0.68%2026-03-312026-05-07

USMV ISHARES TR3.2K shares-34.94%2026-03-312026-05-07

LYV LIVE NATION ENTERTAINMENT IN1.9K shares-16.33%2026-03-312026-05-07

DVY ISHARES TR1.9K shares-2.05%2026-03-312026-05-07

STM STMICROELECTRONICS N V8.1K shares-10.06%2026-03-312026-05-07

UNP UNION PAC CORP1.2K sharesnew addition2026-03-312026-05-07

PLTR PALANTIR TECHNOLOGIES INC1.8K shares-15.21%2026-03-312026-05-07

Sponsored

ED CONSOLIDATED EDISON INC2.4K shares0.68%2026-03-312026-05-07

URI UNITED RENTALS INC358 shares10.49%2026-03-312026-05-07

PG PROCTER & GAMBLE CO1.8K shares-15.79%2026-03-312026-05-07

VEU VANGUARD INTL EQUITY INDEX F3.4K sharesnew addition2026-03-312026-05-07

QCOM QUALCOMM INC2.0K shares2.29%2026-03-312026-05-07

APD AIR PRODUCTS AND CHEMICALS I858 shares0.23%2026-03-312026-05-07

ORCL ORACLE CORP1.7K shares6.30%2026-03-312026-05-07

PARAMOUNT SKYDANCE CORP PARAMOUNT SKYDANCE CORP25.7K shares-14.04%2026-03-312026-05-07

Sponsored

XME SPDR SERIES TRUST2.2K sharesnew addition2026-03-312026-05-07

CEF SPROTT ASSET MANAGEMENT LP4.8K shares0.00%2026-03-312026-05-07

WFC WELLS FARGO & CO2.7K shares0.48%2026-03-312026-05-07

F FORD MTR CO19.5K shares-8.73%2026-03-312026-05-07

BIBL NORTHERN LTS FD TR IV4.5K shares-11.65%2026-03-312026-05-07

LAM RESEARCH CORP LAM RESEARCH CORP985 sharesnew addition2026-03-312026-05-07

MO ALTRIA GROUP INC3.0K sharesnew addition2026-03-312026-05-07

CSX CSX CORP4.9K shares-81.69%2026-03-312026-05-07

Sponsored

SVC SERVICE PPTYS TR80.1K shares-1.50%2026-03-312026-05-07

NVDA

NVIDIA CORPORATION

-0.35%

Shares378.4K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC

-5.46%

Shares70.4K

Event2026-03-31

Filed2026-05-07

INVESCO QQQ TR

-9.00%

Shares28.4K

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT CORP

-4.82%

Shares38.7K

Event2026-03-31

Filed2026-05-07

SPY

STATE STR SPDR S&P 500 ETF T

-9.55%

Shares21.6K

Event2026-03-31

Filed2026-05-07

VYM

VANGUARD WHITEHALL FDS

-4.41%

Shares88.7K

Event2026-03-31

Filed2026-05-07

BROADCOM INC

-0.47%

Shares32.3K

Event2026-03-31

Filed2026-05-07

VTV

VANGUARD INDEX FDS

51.08%

Shares49.4K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

0.94%

Shares30.9K

Event2026-03-31

Filed2026-05-07

BERKSHIRE HATHAWAY INC DEL

-3.65%

Shares16.8K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON COM INC

-1.71%

Shares34.0K

Event2026-03-31

Filed2026-05-07

PPL

PPL CORP

-1.84%

Shares163.0K

Event2026-03-31

Filed2026-05-07

CRWD

CROWDSTRIKE HLDGS INC

-3.37%

Shares14.7K

Event2026-03-31

Filed2026-05-07