Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRANDVIEW ASSET MANAGEMENT LLC | 04-10-2024 | 03-31-2024 | 109 | 220,252,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 1 | $37,132,000 | 41,095 | 16.86 | 10.72 | -126 | -0.31 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $16,512,000 | 39,246 | 7.50 | 7.69 | 312 | 0.80 | 03-31-2024 |
| APPLE INC | COM | 3 | $15,437,000 | 90,024 | 7.01 | 9.27 | -1,671 | -1.82 | 03-31-2024 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 4 | $9,753,000 | 80,608 | 4.43 | 4.70 | 378 | 0.47 | 03-31-2024 |
