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Grandview Asset Management LLC

Q2 2025 · 13F-HR

Grandview Asset Management LLCholdings as filed

Filed 2025-07-17 · accession 0001766791-25-000005

$312,320
Reported value
135
Positions
2025-06-30
Period end
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The Brief · Grandview Asset Management LLC · Q2 2025

AI · grounded in 13F

Grandview Asset Management LLC established a new position in NVDA valued at $60,681. The fund also initiated new stakes in MSFT for $19,623 and AAPL for $14,827. Additional new positions include QQQ at $14,525 and SPY at $14,446.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$60,68119.4%384,079CommonNONE
594918104MSFTMICROSOFT CORP$19,6236.28%39,450CommonNONE
037833100AAPLAPPLE INC$14,8274.75%72,268CommonNONE
46090E103QQQINVESCO QQQ TR$14,5254.65%26,330CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$14,4464.63%23,381CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$11,7413.76%88,074CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$9,0162.89%18,560CommonNONE
11135F101AVGOBROADCOM INC$8,9702.87%32,543CommonNONE
023135106AMZNAMAZON COM INC$7,0462.26%32,115CommonNONE
30303M102METAMETA PLATFORMS INC$6,9022.21%9,351CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$6,8822.20%13,513CommonNONE
69351T106PPLPPL CORP$5,6131.80%165,613CommonNONE
922908744VTVVANGUARD INDEX FDS$5,0931.63%28,816CommonNONE
02079K107GOOGALPHABET INC$4,6411.49%26,162CommonNONE
922908629VOVANGUARD INDEX FDS$4,6081.48%16,467CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$4,2931.37%14,807CommonNONE
922908736VUGVANGUARD INDEX FDS$4,2151.35%9,615CommonNONE
64110L106NFLXNETFLIX INC$4,1821.34%3,123CommonNONE
464287515IGVISHARES TR$3,9981.28%36,515CommonNONE
94106L109WMWASTE MGMT INC DEL$3,7891.21%16,558CommonNONE
922908751VBVANGUARD INDEX FDS$3,7311.19%15,743CommonNONE
00287Y109ABBVABBVIE INC$3,3481.07%18,039CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2,8550.91%2,884CommonNONE
931142103WMTWALMART INC$2,7580.88%28,205CommonNONE
02079K305GOOGLALPHABET INC$2,7110.87%15,383CommonNONE
88160R101TSLATESLA INC$2,7040.87%8,511CommonNONE
18915M107NETCLOUDFLARE INC$2,6160.84%13,356CommonNONE
92826C839VVISA INC$2,6080.84%7,344CommonNONE
09260D107BXBLACKSTONE INC$2,3490.75%15,701CommonNONE
166764100CVXCHEVRON CORP NEW$2,2570.72%15,763CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$1,8970.61%24,510CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$1,8960.61%23,221CommonNONE
79466L302CRMSALESFORCE INC$1,8510.59%6,789CommonNONE
78464A698KRESPDR SERIES TRUST$1,8100.58%30,476CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1,7350.56%5,884CommonNONE
922908769VTIVANGUARD INDEX FDS$1,7200.55%5,658CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1,6790.54%14,227CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$1,4410.46%3,269CommonNONE
78463V107GLDSPDR GOLD TR$1,4270.46%4,681CommonNONE
25459W102TECLDIREXION SHS ETF TR$1,4040.45%15,000CommonNONE
713448108PEPPEPSICO INC$1,2950.41%9,810CommonNONE
37954Y384BUGGLOBAL X FDS$1,2940.41%34,887CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1,2860.41%9,060CommonNONE
36828A101GEVGE VERNOVA INC$1,2740.41%2,407CommonNONE
46429B697USMVISHARES TR$1,1380.36%12,124CommonNONE
464288687PFFISHARES TR$1,1250.36%36,656CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$1,1070.35%13,352CommonNONE
532457108LLYELI LILLY & CO$1,1050.35%1,417CommonNONE
922908637VVVANGUARD INDEX FDS$1,0770.34%3,776CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1,0750.34%13,520CommonNONE
464287523SOXXISHARES TR$1,0700.34%4,484CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$1,0440.33%8,114CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$1,0180.33%5,462CommonNONE
126408103CSXCSX CORP$1,0070.32%30,867CommonNONE
438516106HONHONEYWELL INTL INC$9490.30%4,074CommonNONE
149123101CATCATERPILLAR INC$9180.29%2,365CommonNONE
478160104JNJJOHNSON & JOHNSON$9040.29%5,920CommonNONE
30231G102XOMEXXON MOBIL CORP$8990.29%8,337CommonNONE
922908363VOOVANGUARD INDEX FDS$8730.28%1,537CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$8510.27%14,976CommonNONE
00724F101ADBEADOBE INC$8500.27%2,196CommonNONE
172967424CCITIGROUP INC$8360.27%9,820CommonNONE
82509L107SHOPSHOPIFY INC$8310.27%7,201CommonNONE
060505104BACBANK AMERICA CORP$8110.26%17,130CommonNONE
75513E101RTXRTX CORPORATION$7620.24%5,222CommonNONE
147528103CASYCASEYS GEN STORES INC$7540.24%1,477CommonNONE
74347R107SSOPROSHARES TR$7040.23%7,200CommonNONE
00162Q387OUSAALPS ETF TR$6560.21%12,159CommonNONE
315912808ONEQFIDELITY COMWLTH TR$6490.21%8,107CommonNONE
427866108HSYHERSHEY CO$6430.21%3,872CommonNONE
437076102HDHOME DEPOT INC$6350.20%1,731CommonNONE
892331307TMTOYOTA MOTOR CORP$6310.20%3,663CommonNONE
861012102STMSTMICROELECTRONICS N V$6160.20%20,262CommonNONE
57636Q104MAMASTERCARD INCORPORATED$5950.19%1,059CommonNONE
548661107LOWLOWES COS INC$5800.19%2,614CommonNONE
833445109SNOWSNOWFLAKE INC$5760.18%2,576CommonNONE
37954Y293MLPXGLOBAL X FDS$5610.18%8,953CommonNONE
97717W307DLNWISDOMTREE TR$5600.18%6,821CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$5540.18%12,799CommonNONE
097023105BABOEING CO$5490.18%2,619CommonNONE
655844108NSCNORFOLK SOUTHN CORP$5480.18%2,143CommonNONE
464287176TIPISHARES TR$5210.17%4,737CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$5090.16%1,577CommonNONE
57164Y107VACMARRIOTT VACATIONS WORLDWIDE$5030.16%6,950CommonNONE
504922105LHLABCORP HOLDINGS INC$4860.16%1,851CommonNONE
538034109LYVLIVE NATION ENTERTAINMENT IN$4640.15%3,068CommonNONE
983793100XPOXPO INC$4560.15%3,610CommonNONE
92537N108VRTVERTIV HOLDINGS CO$4540.15%3,536CommonNONE
37954Y673PAVEGLOBAL X FDS$4530.15%10,400CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$4360.14%7,422CommonNONE
46428Q109SLVISHARES SILVER TR$4290.14%13,077CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$4210.13%4,961CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$4060.13%573CommonNONE
921937835BNDVANGUARD BD INDEX FDS$4010.13%5,447CommonNONE
697435105PANWPALO ALTO NETWORKS INC$3970.13%1,940CommonNONE
92556H2060VVBPARAMOUNT GLOBAL$3890.12%30,130CommonNONE
74347R206QLDPROSHARES TR$3770.12%3,200CommonNONE
580135101MCDMCDONALDS CORP$3770.12%1,292CommonNONE
126650100CVSCVS HEALTH CORP$3720.12%5,400CommonNONE
88339J105TTDTHE TRADE DESK INC$3640.12%5,051CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$3590.11%1,754CommonNONE
78464A508SPYVSPDR SERIES TRUST$3580.11%6,840CommonNONE
742718109PGPROCTER AND GAMBLE CO$3570.11%2,240CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$3400.11%6,502CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$3240.10%1,038CommonNONE
464287168DVYISHARES TR$3130.10%2,357CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$3070.10%11,589CommonNONE
747525103QCOMQUALCOMM INC$3020.10%1,896CommonNONE
254687106DISDISNEY WALT CO$2980.10%2,399CommonNONE
66538H534BIBLNORTHERN LTS FD TR IV$2930.09%7,090CommonNONE
58733R102MELIMERCADOLIBRE INC$2900.09%111CommonNONE
842587107SOSOUTHERN CO$2770.09%3,013CommonNONE
002824100ABTABBOTT LABS$2730.09%2,006CommonNONE
009158106APDAIR PRODS & CHEMS INC$2580.08%916CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$2570.08%804CommonNONE
345370860FFORD MTR CO$2500.08%23,055CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2480.08%1,816CommonNONE
58155Q103MCKMCKESSON CORP$2400.08%327CommonNONE
68389X105ORCLORACLE CORP$2400.08%1,097CommonNONE
209115104EDCONSOLIDATED EDISON INC$2330.07%2,318CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$2280.07%4,804CommonNONE
58933Y105MRKMERCK & CO INC$2270.07%2,871CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$2250.07%2,501CommonNONE
191216100KOCOCA COLA CO$2230.07%3,152CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$2190.07%7,486CommonNONE
922907746VTEBVANGUARD MUN BD FDS$2180.07%4,453CommonNONE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$2160.07%4,646CommonNONE
25459Y694FASDIREXION SHS ETF TR$2140.07%1,267CommonNONE
617446448MSMORGAN STANLEY$2120.07%1,508CommonNONE
66538H658BLESNORTHERN LTS FD TR IV$2100.07%5,175CommonNONE
20825C104COPCONOCOPHILLIPS$2060.07%2,299CommonNONE
594972408MSTRMICROSTRATEGY INC$2050.07%507CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$2020.06%1,910CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$2000.06%4,319CommonNONE
81761L102SVCSERVICE PPTYS TR$1850.06%77,516CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.