GRANDVIEW ASSET MANAGEMENT LLC

HTTP://WWW.INSPIRETORETIRE.COM HARRISBURG, PA Investment Advisor How do I update this listing?

Grandview Asset Management is based out of Harrisburg. Grandview Asset Management is a large advisory firm with 499 clients and discretionary assets under management (AUM) of $168,996,669 (Form ADV from 2020-03-24). Their last reported 13F filing for Q1 2020 included $9,176,000 in managed 13F securities and a top 10 holdings concentration of 97.67%. Grandview Asset Management's largest holding is Verizon Communications (Bell Atlantic Corp.) with shares held of 46,127. Whalewisdom has at least 6 13F filings

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03/31/2020

13F Sector Allocation Over Time

03/31/2020

13F Activity

  • Market Value $9.176 Million
  • Prior Market Value $105.553 Million
  • New Purchases1 stock
  • Additional Purchases3 stocks
  • Sold out of77 stocks
  • Reduced holdings in7 stocks
  • Top 10 Holdings % 97.67 %
  • Turnover % [1]:709.09%
  • Turnover Alt % [2]: 1,046.24 %
  • Time Held Top20:1.45 quarters
  • Time Held Top10:0.50 quarters
  • Time Held All:4.55 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: -12.09%
Performance Last 4 Quarters: 1.71%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

GRANDVIEW ASSET MANAGEMENT LLC
4200 CRUMS MILL ROAD FLOOR 2
HARRISBURG PA    17112
Country: United States

Business Phone: 717-541-1000
Fax: 717-541-1008
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: PA
Number of employees: 5
Other Business Activities: registered representative of a broker-dealer,insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 2,766,310
Total Number of Clients: 499
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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GRANDVIEW ASSET MANAGEMENT LLC

ownership team - last updated 2020-03-24
Name Title Start Date Direct/Indirect % Ownership

GRANDVIEW ASSET MANAGEMENT LLC

ownership team - last updated 2019-12-26
Name Title Start Date Direct/Indirect % Ownership
PARKER, WILLIAM, JAMES MANAGING MEMBER/CCO 11/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
GRANDVIEW ASSET MANAGEMENT LLC MANAGING MEMBER/CCO direct 2014-11-01

GRANDVIEW ASSET MANAGEMENT LLC

ownership team - last updated 2019-03-27
Name Title Start Date Direct/Indirect % Ownership
PARKER, WILLIAM, JAMES MANAGING MEMBER/CCO 11/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
GRANDVIEW ASSET MANAGEMENT LLC MANAGING MEMBER/CCO direct 2014-11-01

GRANDVIEW ASSET MANAGEMENT LLC

ownership team - last updated 2017-08-11
Name Title Start Date Direct/Indirect % Ownership
PARKER, WILLIAM, JAMES MANAGING MEMBER/CCO 11/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
GRANDVIEW ASSET MANAGEMENT LLC MANAGING MEMBER/CCO direct 2014-11-01

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