Fund HoldingsGrandview Asset Management LLC

Total Portfolio Value
$364.59M
Total Bought
$27.38M
Total Sold
$16.05M
Net Transaction
+$11.33M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC(GOOG)28,07630,654+2,5786,8389,6192.64%+2,781
INVESCO QQQ TR28,49231,244+2,75217,10619,1945.26%+2,088
SELECT SECTOR SPDR TR
ST STR UTIL ETF
045,464+45,46401,9410.53%+1,941
SPDR SERIES TRUST
ST STR SP REGBNK
027,839+27,83901,8040.49%+1,804
APPLE INC(AAPL)74,21874,435+21718,89820,2365.55%+1,338
ALPHABET INC(GOOG)15,53115,390-1413,7754,8171.32%+1,042
VANGUARD INDEX FDS28,88632,668+3,7825,3876,2391.71%+852
ADVANCED MICRO DEVICES INC(AMD)11,66512,084+4191,8872,5880.71%+701
ELI LILLY & CO(LLY)1,4431,551+1081,1021,6680.46%+566
ISHARES TR07,230+7,23009340.26%+934
VANGUARD WHITEHALL FDS90,49792,797+2,30012,75613,3183.65%+563
RTX CORPORATION(RTX)7,0639,465+2,4021,1821,7360.48%+554
SPDR S&P 500 ETF TR(SPY)23,58423,842+25815,71116,2584.46%+547
WALMART INC(WMT)31,02033,417+2,3973,1973,7231.02%+526
VANGUARD INDEX FDS5,5496,895+1,3461,8212,3110.63%+490
BROADCOM INC(AVGO)32,55232,434-11810,73911,2263.08%+486
JPMORGAN CHASE & CO.(JPM)15,32716,491+1,1644,8355,3141.46%+479
ISHARES TR6,0146,972+9581,6302,1000.58%+469
SELECT SECTOR SPDR TR
ST STR FINL ETF
08,416+8,41604610.13%+461
GABELLI DIVID & INCOME TR
COM
016,300+16,30004530.12%+453
VANGUARD BD INDEX FDS10,58816,729+6,1417871,2390.34%+452
AMAZON COM INC(AMZN)34,31734,555+2387,5357,9792.19%+444
SELECT SECTOR SPDR TR
ST STR ENERG ETF
09,450+9,45004230.12%+423
SPDR SERIES TRUST
ST STR P500VAL
07,021+7,02103990.11%+399
MORGAN STANLEY(MS)4,1785,835+1,6576641,0360.28%+372
ISHARES SILVER TR(SLV)13,72714,646+9195829430.26%+362
VANGUARD INDEX FDS10,78611,343+5575,1735,5341.52%+361
ARK ETF TR
SPACE & DEFENSE
010,653+10,65303090.08%+309
CITIGROUP INC(C)10,21811,327+1,1091,0371,3220.36%+285
SPDR DOW JONES INDL AVERAGE(DIA)3,7224,103+3811,7261,9720.54%+246
SPDR SERIES TRUST
ST STR P500GRW
02,293+2,29302450.07%+245
FIDELITY COMWLTH TR7,98910,436+2,4477129540.26%+242
SPDR GOLD TR(GLD)4,7494,822+731,6881,9110.52%+223
GE AEROSPACE(GE)01,631+1,63105020.14%+502
CATERPILLAR INC(CAT)2,9952,881-1141,4291,6510.45%+221
SPROTT ASSET MANAGEMENT LP(CEF)04,800+4,80002200.06%+220
EXXON MOBIL CORP8,3229,608+1,2869381,1560.32%+218
TESLA INC(TSLA)9,0889,433+3454,0424,2421.16%+201
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
12,20714,631+2,4241,0271,2210.33%+194
GOLDMAN SACHS GROUP INC(GS)1,4921,550+581,1881,3620.37%+175
MCKESSON CORP(MCK)0456+45603740.10%+374
JOHNSON & JOHNSON(JNJ)5,6705,798+1281,0511,2000.33%+149
CASEYS GEN STORES INC(CASY)1,6411,947+3069281,0760.30%+148
UNITEDHEALTH GROUP INC(UNH)2,8223,378+5569741,1150.31%+141
CONSTELLATION ENERGY CORP(CEG)1,8872,149+2626217590.21%+138
ABBVIE INC(ABBV)17,96618,724+7584,1604,2781.17%+118
INTERNATIONAL BUSINESS MACHS(IBM)5,8946,013+1191,6631,7810.49%+118
GE VERNOVA INC(GEV)2,5492,575+261,5681,6830.46%+115
BWX TECHNOLOGIES INC(BWXT)02,907+2,90705030.14%+503
COCA COLA CO(KO)04,251+4,25102970.08%+297
TOYOTA MOTOR CORP(TM)3,6633,66307007840.22%+84
SHOPIFY INC(SHOP)7,1657,115-501,0651,1450.31%+81
MERCK & CO INC(MRK)02,888+2,88803040.08%+304
TJX COS INC NEW(TJX)02,050+2,05003150.09%+315
BANK AMERICA CORP17,59217,437-1559089590.26%+52
VISA INC(V)7,2547,180-742,4762,5180.69%+42
SOUTHERN CO(SO)03,636+3,63603170.09%+317
BOEING CO(BA)2,7712,886+1155986270.17%+29
PROSHARES TR
PSHS ULT S&P 500
7,20014,400+7,2008078340.23%+27
ALPS ETF TR
OSHARES US QUALT
12,03612,069+336816960.19%+16
JOHNSON CTLS INTL PLC
SHS
02,520+2,52003020.08%+302
PNC FINL SVCS GROUP INC(PNC)5,4075,268-1391,0861,1000.30%+13
QUALCOMM INC(QCOM)01,921+1,92103290.09%+329
PROSHARES TR
PSHS ULTRA QQQ
3,2006,400+3,2004394510.12%+12
MCDONALDS CORP(MCD)01,345+1,34504110.11%+411
FORD MTR CO(F)021,403+21,40302810.08%+281
VANGUARD SPECIALIZED FUNDS01,762+1,76203870.11%+387
SCHWAB STRATEGIC TR07,498+7,49802450.07%+245
DUKE ENERGY CORP NEW(DUK)13,98814,813+8251,7311,7360.48%+5
WISDOMTREE TR(WT)6,8306,791-395945980.16%+4
MASTERCARD INCORPORATED(MA)1,0541,055+15996020.17%+3
VERTIV HOLDINGS CO(VRT)3,6913,450-2415575590.15%+2
NRG ENERGY INC(NRG)01,544+1,54402460.07%+246
PALANTIR TECHNOLOGIES INC(PLTR)02,169+2,16903860.11%+386
CONOCOPHILLIPS(COP)02,338+2,33802190.06%+219
CONSOLIDATED EDISON INC(ED)02,353+2,35302340.06%+234
INVESCO EXCH TRADED FD TR II04,429+4,42902130.06%+213
NORTHERN LTS FD TR IV
INSPIRE 100 ETF
05,115+5,11502310.06%+231
PEPSICO INC(PEP)9,3089,032-2761,3071,2960.36%-11
DIREXION SHS ETF TR
DAILY FINANCIAL
01,267+1,26702130.06%+213
WELLS FARGO CO NEW(WFC)02,681+2,68102500.07%+250
GLOBAL X FDS
US INFR DEV ETF
10,97310,640-3335235080.14%-14
MARVELL TECHNOLOGY INC(MRVL)24,13823,690-4482,0292,0130.55%-16
ISHARES TR4,5284,417-1115044860.13%-18
HERSHEY CO(HSY)3,8093,803-67126920.19%-20
XPO INC(XPO)3,4743,117-3574494240.12%-25
SCHWAB STRATEGIC TR010,777+10,77702960.08%+296
WASTE MGMT INC DEL(WM)16,55616,518-383,6563,6291.00%-27
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
12,32311,816-5077046760.19%-27
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
13,17812,828-3501,0531,0230.28%-30
VANGUARD INDEX FDS3,8053,624-1811,1721,1410.31%-31
DISNEY WALT CO(DIS)01,821+1,82102070.06%+207
PROCTER AND GAMBLE CO(PG)02,141+2,14103070.08%+307
INTERACTIVE BROKERS GROUP IN(IBKR)05,949+5,94903830.10%+383
MERCADOLIBRE INC(MELI)0111+11102240.06%+224
SNOWFLAKE INC(SNOW)2,9652,884-816696330.17%-36
PALO ALTO NETWORKS INC(PANW)01,940+1,94003570.10%+357
AIR PRODS & CHEMS INC0856+85602110.06%+211
SALESFORCE INC(CRM)6,2195,410-8091,4741,4330.39%-41
CHEVRON CORP NEW(CVX)15,58215,602+202,4202,3780.65%-42
Page 1 of 1