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| Happy Holidays!! thanks for using AUM13F!! |
| Grandview Asset Management LLC
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| CRD # | 172357 |
| SEC # | 801-108096 |
| CIK # | 0001766791 |
| AUM | $340.0 M (2025-03-12) |
| Employees | 10 (40% Investors, 10% Brokers) |
| Phone | 717-541-1000 |
| Address | 4200 Crums Mill Road Harrisburg, PA 17112 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Marvell Technology Inc | 1.9 | ||
| Salesforce Com Inc | 1.9 | ||
| International Business Machines Corp | 1.7 | ||
| Duke Energy Corp | 1.7 | ||
| SPDR Gold Trust | 1.4 | ||
| PepsiCo Inc | 1.3 | ||
| Advanced Micro Devices Inc | 1.3 | ||
| GE Vernova Inc | 1.3 | ||
| Lilly Eli & Co | 1.1 | ||
| PNC Financial Services Group Inc | 1.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 610 | 184.2 |
| (b) Individuals (high net worth individuals) | 53 | 155.2 |
| (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 | 0.0 |
| (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 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,321 | 340.0 |
| By Discretionary | ||
| Discretionary | 1,307 | 335.7 |
| Non-Discretionary | 14 | 4.3 |
| Total | 1,321 | 340.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 340.0 | |
| Total | 1,321 | 340.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001766791] |
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|---|---|---|
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O'Donnell Financial Services LLC
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|
CA | 0.3 |
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Wolff Wiese Magana LLC
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CA | 0.3 |
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Smedley Financial Services Inc
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UT | 0.3 |
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One Degree Advisors Inc
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CA | 0.3 |
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Brooklyn FI LLC
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NY | 0.3 |
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Pinnacle Family Advisors LLC
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MO | 0.3 |
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Alternative Investment Advisors LLC
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FL | 0.3 |
|
Yosemite Capital Management LLC
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|
CA | 0.3 |
|
Baron Financial Group LLC
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|
NJ | 0.3 |
|
Elevate Wealth Advisory Inc
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GA | 0.3 |