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| Grandview Asset Management LLC
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|---|---|
| CRD # | 172357 |
| SEC # | 801-108096 |
| CIK # | 0001766791 |
| AUM | $263.6 MM (2024-03-13) |
| Employees | 8 (25% Investors, 12% Brokers) |
| Phone | 717-541-1000 |
| Address | 4200 Crums Mill Road Harrisburg, PA 17112 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 0.0 | |
| AAPL | 2,382,844.0 | 0.0 | |
| AMZN | 1,092,997.8 | 0.0 | |
| AVGO | 201,282.9 | 0.0 | |
| CRWD | 40,424.6 | 0.0 | |
| PPL | 19,965.0 | 0.0 | |
| META | 434,852.0 | 0.0 | |
| GOOG | 1,482,566.4 | 0.0 | |
| BX | 69,051.8 | 0.0 | |
| GOOGL | 1,475,138.5 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 555 | 147.7 |
| (b) Individuals (high net worth individuals) | 40 | 115.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,263 | 263.6 |
| By Discretionary | ||
| Discretionary | 1,250 | 259.9 |
| Non-Discretionary | 13 | 3.8 |
| Total | 1,263 | 263.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 263.6 | |
| Total | 1,263 | 263.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001766791] |
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