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Great Valley Advisor Group

Latest statistics and disclosures from Great Valley Advisor Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, VCIT, AAPL, QGRO, MSFT, and represent 12.54% of Great Valley Advisor Group's stock portfolio.
Added to shares of these 10 stocks: CGMS (+$47M), JAAA (+$19M), JPST (+$16M), SPTL (+$15M), AVGO (+$13M), ITOT (+$13M), SPMD (+$10M), JIRE (+$8.4M), DLN (+$8.0M), VFLO (+$7.6M).
Started 75 new stock positions in IAK, JNK, RDVI, GPIQ, ORLY, CBRE, VST, SRLN, CGMS, TAFI.
Reduced shares in these 10 stocks: SPIP (-$25M), SPHY (-$19M), SPBO (-$18M), BAB (-$8.6M), DGRW (-$6.6M), JMOM, SPTI, RY, DXJ, IFF.
Sold out of its positions in ABR, BMRN, EW, FFTY, PSI, PXE, IGV, STIP, HYGH, LW. MNKD, MTH, NUSC, OESX, PSNY, DGT, SCHR, WEN, DWM, WCBR.
Great Valley Advisor Group was a net buyer of stock by $320M.
Great Valley Advisor Group has $4.1B in assets under management (AUM), dropping by 13.84%.
Central Index Key (CIK): 0001769897

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Portfolio Holdings for Great Valley Advisor Group

Great Valley Advisor Group holds 831 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Great Valley Advisor Group has 831 total positions. Only the first 250 positions are shown.

Sign up to view all of the Great Valley Advisor Group Sept. 30, 2024 positions
Download the Great Valley Advisor Group September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	3.3	$136M		1.1M	121.44	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.0	$120M	+3%	1.4M	83.75	View chart
Apple (AAPL)	2.6	$105M		449k	233.00	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	1.9	$76M	+5%	833k	91.06	View chart
Microsoft Corporation (MSFT)	1.8	$73M	+4%	171k	430.30	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	1.7	$70M	+27%	2.4M	29.07	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	1.7	$70M	+12%	888k	78.56	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	1.7	$68M	+17%	1.2M	54.68	View chart
Amazon (AMZN)	1.5	$63M		336k	186.33	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	1.4	$58M	+12%	1.3M	45.51	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.3	$52M		765k	67.51	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.3	$51M	+7%	1.9M	26.14	View chart
Ishares Tr Msci Acwi Etf (ACWI)	1.2	$47M	+2%	394k	119.55	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	1.1	$47M	NEW	1.7M	27.84	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.1	$46M	-2%	874k	52.13	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.1	$44M	+23%	662k	66.03	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	1.0	$42M	+10%	525k	80.48	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.0	$42M	+60%	829k	50.74	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$40M	+18%	621k	64.60	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.9	$38M		1.1M	34.29	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$33M	+8%	198k	167.19	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.8	$31M	+20%	1.0M	31.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$31M	+11%	59k	527.67	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$31M	+21%	308k	101.27	View chart
JPMorgan Chase & Co. (JPM)	0.8	$31M	+7%	147k	210.85	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$30M	+10%	276k	108.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$29M	+4%	60k	488.08	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.7	$27M	+23%	515k	52.86	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$27M	+5%	94k	283.16	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$27M	+2%	69k	383.93	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$26M	-2%	156k	165.85	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.6	$26M	+281%	502k	50.88	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$25M	+9%	143k	174.57	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.6	$25M	+19%	905k	27.46	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.6	$24M	+45%	727k	33.30	View chart
UnitedHealth (UNH)	0.6	$24M		41k	584.66	View chart
Meta Platforms Cl A (META)	0.6	$24M	+12%	41k	572.45	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.6	$23M	-5%	403k	57.83	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.6	$23M	+2%	489k	47.36	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.6	$23M	-11%	792k	29.06	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.6	$23M		464k	48.87	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.6	$22M	+3%	186k	120.33	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$22M	+14%	39k	573.76	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$22M	+12%	259k	84.53	View chart
Lockheed Martin Corporation (LMT)	0.5	$22M		37k	584.57	View chart
Johnson & Johnson (JNJ)	0.5	$21M	+20%	132k	162.06	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$21M	+2%	46k	460.26	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$21M	+146%	167k	125.62	View chart
Visa Com Cl A (V)	0.5	$21M	+3%	76k	274.95	View chart
Eli Lilly & Co. (LLY)	0.5	$21M	+8%	23k	885.94	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	0.5	$20M		648k	30.78	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.5	$19M	+2%	472k	41.16	View chart
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)	0.5	$19M	+7%	364k	53.13	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.5	$19M	+28%	374k	50.94	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.5	$19M	+2%	229k	82.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$19M	+13%	632k	29.89	View chart
McDonald's Corporation (MCD)	0.5	$19M	+26%	61k	304.51	View chart
salesforce (CRM)	0.5	$19M	+16%	68k	273.71	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$18M	-9%	31k	576.82	View chart
Pepsi (PEP)	0.4	$18M	+28%	106k	170.05	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$18M	-9%	266k	66.52	View chart
Wal-Mart Stores (WMT)	0.4	$18M	+15%	217k	80.75	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$17M	+4%	46k	375.37	View chart
Invesco Db Multi-sector Comm Precious Metal (DBP)	0.4	$17M		261k	63.79	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$17M		178k	93.58	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$16M	+10%	62k	263.82	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$16M		69k	237.20	View chart
Abbvie (ABBV)	0.4	$16M	+2%	83k	197.47	View chart
Home Depot (HD)	0.4	$16M	-11%	39k	405.20	View chart
Victory Portfolios Ii Victoryshs Us (VSMV)	0.4	$16M	-6%	322k	48.58	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.4	$15M	-5%	157k	95.15	View chart
Honeywell International (HON)	0.4	$15M	+9%	72k	206.70	View chart
Costco Wholesale Corporation (COST)	0.4	$15M	+7%	17k	886.52	View chart
Broadcom (AVGO)	0.4	$15M	+951%	85k	172.50	View chart
Fiserv (FI)	0.4	$14M		80k	179.65	View chart
Procter & Gamble Company (PG)	0.3	$14M	+10%	79k	173.20	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$14M	-32%	162k	83.21	View chart
Vanguard World Mega Cap Index (MGC)	0.3	$14M	-8%	65k	206.64	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$13M	+29%	142k	90.80	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$13M		65k	198.06	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.3	$13M		247k	50.46	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$12M	+4%	35k	353.48	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.3	$12M		230k	53.70	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.3	$12M	-60%	508k	24.05	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.3	$12M	+3%	133k	91.81	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$12M	-8%	50k	245.46	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$12M	+3%	229k	52.81	View chart
Nextera Energy (NEE)	0.3	$12M	+2%	143k	84.53	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$12M	-6%	53k	225.76	View chart
Merck & Co (MRK)	0.3	$12M	+7%	103k	113.56	View chart
Mondelez Intl Cl A (MDLZ)	0.3	$12M	+50%	156k	73.67	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$11M		117k	96.52	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.3	$11M	+175%	145k	76.88	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$11M	+18%	114k	95.95	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$11M	+2%	93k	116.96	View chart
Hershey Company (HSY)	0.3	$11M	+49%	56k	191.77	View chart
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)	0.3	$10M		160k	64.84	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.3	$10M	-70%	393k	26.28	View chart
Tesla Motors (TSLA)	0.3	$10M	-5%	39k	261.63	View chart
Bank of America Corporation (BAC)	0.3	$10M	+4%	259k	39.68	View chart
Adobe Systems Incorporated (ADBE)	0.3	$10M	+51%	20k	517.81	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.2	$10M	+3%	411k	24.60	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$9.8M	+119%	178k	54.93	View chart
Chevron Corporation (CVX)	0.2	$9.7M	+7%	66k	147.27	View chart
Exxon Mobil Corporation (XOM)	0.2	$9.6M	+15%	82k	117.22	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$9.5M	+4%	39k	243.06	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$9.3M	-2%	97k	95.75	View chart
ConocoPhillips (COP)	0.2	$9.3M	+12%	88k	105.28	View chart
Chubb (CB)	0.2	$9.1M		32k	288.38	View chart
Lowe's Companies (LOW)	0.2	$9.0M		33k	270.85	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$9.0M	-9%	218k	41.12	View chart
Vanguard Wellington Us Momentum (VFMO)	0.2	$8.9M	+86%	55k	160.95	View chart
American Tower Reit (AMT)	0.2	$8.8M	-4%	38k	232.55	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.2	$8.8M		134k	65.40	View chart
Ecolab (ECL)	0.2	$8.7M		34k	255.32	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$8.6M	-4%	138k	62.32	View chart
Cadence Design Systems (CDNS)	0.2	$8.6M	+25%	32k	271.02	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$8.5M	+23%	18k	465.05	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$8.5M		43k	197.17	View chart
Northrop Grumman Corporation (NOC)	0.2	$8.4M	-4%	16k	528.06	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$8.2M		68k	119.69	View chart
Medtronic SHS (MDT)	0.2	$8.1M	+6%	90k	90.03	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$7.9M	+5%	154k	51.27	View chart
Altria (MO)	0.2	$7.7M	+2%	152k	51.04	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$7.4M	+5%	144k	51.12	View chart
Servicenow (NOW)	0.2	$7.3M		8.2k	894.45	View chart
Thermo Fisher Scientific (TMO)	0.2	$7.2M	+6%	12k	618.55	View chart
Arista Networks (ANET)	0.2	$7.1M	-2%	19k	383.83	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.2	$6.9M		67k	104.17	View chart
FedEx Corporation (FDX)	0.2	$6.9M		25k	273.67	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$6.9M	+57%	259k	26.65	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.2	$6.8M	+22%	193k	35.42	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$6.7M	+16%	178k	37.56	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$6.7M	+3%	60k	110.47	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.2	$6.6M	+11%	120k	54.65	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.2	$6.5M	NEW	251k	25.91	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$6.4M	+13%	82k	78.06	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$6.4M		76k	83.63	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$6.3M	+13%	153k	41.28	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$6.3M	+9%	96k	64.86	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.2	$6.3M		175k	35.78	View chart
Palo Alto Networks (PANW)	0.2	$6.2M	+2%	18k	341.81	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$6.2M		83k	75.11	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$6.2M	+114%	150k	41.19	View chart
Zoetis Cl A (ZTS)	0.2	$6.1M	+3%	32k	195.39	View chart
Qualcomm (QCOM)	0.1	$6.0M	+11%	36k	170.05	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$6.0M	+3%	23k	263.28	View chart
Applied Materials (AMAT)	0.1	$6.0M	+40%	30k	202.06	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$6.0M	+7%	122k	49.04	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$5.9M	+15%	82k	72.63	View chart
Netflix (NFLX)	0.1	$5.9M	+5%	8.4k	709.18	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$5.9M	-23%	31k	191.30	View chart
Walt Disney Company (DIS)	0.1	$5.9M	+3%	61k	96.20	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$5.8M	+10%	59k	98.13	View chart
Amgen (AMGN)	0.1	$5.8M	+130%	18k	322.22	View chart
Southern Company (SO)	0.1	$5.7M	+11%	64k	90.18	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$5.7M	+3%	48k	117.28	View chart
Super Micro Computer (SMCI)	0.1	$5.6M	+20%	13k	416.39	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$5.6M	+42%	47k	119.61	View chart
Constellation Brands Cl A (STZ)	0.1	$5.3M	+7%	21k	257.69	View chart
Ab Active Etfs Short Duration H (SYFI)	0.1	$5.3M	+39%	147k	35.95	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$5.2M	+7%	28k	189.81	View chart
McKesson Corporation (MCK)	0.1	$5.2M	+55%	11k	494.41	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$5.0M	+8%	179k	28.14	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$5.0M	NEW	186k	26.95	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$5.0M	-4%	32k	154.03	View chart
Realty Income (O)	0.1	$5.0M	+18%	79k	63.42	View chart
Advanced Micro Devices (AMD)	0.1	$5.0M	+4%	30k	164.07	View chart
Unilever Spon Adr New (UL)	0.1	$4.9M	+11%	76k	64.96	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$4.9M	-2%	59k	83.09	View chart
Eversource Energy (ES)	0.1	$4.9M	+18%	72k	68.05	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$4.8M	-9%	27k	179.15	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$4.8M	-2%	18k	267.36	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$4.6M	+2%	16k	284.02	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$4.6M	-4%	53k	87.80	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$4.6M	-10%	109k	42.51	View chart
Air Products & Chemicals (APD)	0.1	$4.6M	+4%	16k	297.73	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$4.6M	+10%	73k	62.70	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$4.6M	NEW	77k	59.87	View chart
Novartis Sponsored Adr (NVS)	0.1	$4.6M	+26%	40k	115.02	View chart
Fastenal Company (FAST)	0.1	$4.5M		64k	71.43	View chart
TJX Companies (TJX)	0.1	$4.5M	+49%	39k	117.54	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$4.5M	+21%	165k	27.34	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$4.5M	+4%	34k	132.26	View chart
Cheniere Energy Com New (LNG)	0.1	$4.5M	+6%	25k	179.84	View chart
Synopsys (SNPS)	0.1	$4.5M	+34%	8.8k	506.41	View chart
Simon Property (SPG)	0.1	$4.5M	+5%	26k	169.01	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$4.5M	+2%	43k	104.18	View chart
Hubbell (HUBB)	0.1	$4.4M	+51%	10k	428.27	View chart
Shell Spon Ads (SHEL)	0.1	$4.4M	+28%	67k	65.95	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.1	$4.4M		173k	25.61	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$4.4M	+2%	68k	64.74	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$4.3M	-21%	42k	102.57	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$4.3M		45k	96.39	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$4.3M	-3%	14k	314.42	View chart
Watsco, Incorporated (WSO)	0.1	$4.3M	+47%	8.8k	491.79	View chart
D.R. Horton (DHI)	0.1	$4.3M	+34%	23k	190.78	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$4.2M	-5%	89k	47.85	View chart
Paccar (PCAR)	0.1	$4.2M	+65%	43k	98.67	View chart
Consolidated Edison (ED)	0.1	$4.2M	+300%	41k	104.14	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$4.2M	+35%	43k	98.09	View chart
Cisco Systems (CSCO)	0.1	$4.2M	-36%	79k	53.21	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$4.2M	+3%	88k	47.53	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.1	$4.2M	+2%	89k	46.83	View chart
Brown & Brown (BRO)	0.1	$4.2M	+137%	40k	103.59	View chart
Novo-nordisk A S Adr (NVO)	0.1	$4.2M	-5%	35k	119.08	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$4.2M	+42%	15k	281.36	View chart
Msa Safety Inc equity (MSA)	0.1	$4.1M	+67%	23k	177.33	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$4.1M		45k	91.32	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$4.1M		78k	53.07	View chart
NewMarket Corporation (NEU)	0.1	$4.1M	+70%	7.5k	551.79	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$4.1M	+490%	78k	52.99	View chart
General Dynamics Corporation (GD)	0.1	$4.1M	+1123%	14k	302.18	View chart
Wec Energy Group (WEC)	0.1	$4.1M	+431%	42k	96.19	View chart
Caterpillar (CAT)	0.1	$4.0M	-28%	10k	391.17	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$4.0M		88k	45.32	View chart
Union Pacific Corporation (UNP)	0.1	$4.0M	-36%	16k	246.46	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$4.0M	-27%	44k	90.39	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$3.9M	+143%	42k	93.79	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$3.9M	+9%	55k	71.60	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$3.8M	+351%	46k	83.00	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$3.8M	-11%	8.9k	423.19	View chart
General Mills (GIS)	0.1	$3.8M	+517%	51k	73.86	View chart
Verizon Communications (VZ)	0.1	$3.7M	-36%	83k	44.91	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$3.7M		25k	153.13	View chart
BlackRock (BLK)	0.1	$3.7M	+8%	3.9k	949.61	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$3.6M	-3%	32k	114.98	View chart
Coca-Cola Company (KO)	0.1	$3.6M	+4%	50k	71.86	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$3.5M	+286%	44k	80.78	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$3.5M	-2%	28k	125.96	View chart
Pfizer (PFE)	0.1	$3.4M	-37%	119k	28.94	View chart
Quad / Graphics Com Cl A (QUAD)	0.1	$3.4M	-7%	752k	4.54	View chart
Oracle Corporation (ORCL)	0.1	$3.4M	+25%	20k	170.38	View chart
Boston Scientific Corporation (BSX)	0.1	$3.4M	+2%	41k	83.79	View chart
Block Cl A (SQ)	0.1	$3.4M	-22%	51k	67.13	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$3.4M	+3%	24k	140.44	View chart
Uber Technologies (UBER)	0.1	$3.4M	+11%	45k	75.16	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$3.4M	+19%	56k	59.50	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$3.4M		74k	45.50	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$3.3M		78k	43.19	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$3.3M	+596%	37k	90.65	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$3.3M	+12%	67k	49.70	View chart
AGCO Corporation (AGCO)	0.1	$3.3M	+8%	34k	97.87	View chart
Smucker J M Com New (SJM)	0.1	$3.3M	NEW	27k	121.10	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$3.3M	+96%	45k	71.75	View chart
Palantir Technologies Cl A (PLTR)	0.1	$3.2M	-12%	87k	37.20	View chart
International Business Machines (IBM)	0.1	$3.2M		15k	221.11	View chart
Halliburton Company (HAL)	0.1	$3.1M	+10%	108k	29.05	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$3.1M	+82%	31k	99.49	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$3.1M	+25%	23k	131.91	View chart

Past Filings by Great Valley Advisor Group

SEC 13F filings are viewable for Great Valley Advisor Group going back to 2018

Great Valley Advisor Group 2024 Q3 filed Nov. 12, 2024
Great Valley Advisor Group 2024 Q2 filed July 16, 2024
Great Valley Advisor Group 2024 Q1 filed May 6, 2024
Great Valley Advisor Group 2023 Q4 filed Feb. 6, 2024
Great Valley Advisor Group 2023 Q3 filed Nov. 7, 2023
Great Valley Advisor Group 2023 Q2 filed Aug. 10, 2023
Great Valley Advisor Group 2023 Q1 filed May 3, 2023
Great Valley Advisor Group 2022 Q4 filed Feb. 1, 2023
Great Valley Advisor Group 2022 Q3 filed Oct. 21, 2022
Great Valley Advisor Group 2022 Q2 filed July 19, 2022
Great Valley Advisor Group 2022 Q1 filed April 20, 2022
Great Valley Advisor Group 2021 Q4 filed Feb. 10, 2022
Great Valley Advisor Group 2021 Q3 filed Oct. 14, 2021
Great Valley Advisor Group 2021 Q2 filed July 27, 2021
Great Valley Advisor Group 2021 Q1 filed April 20, 2021
Great Valley Advisor Group 2020 Q4 filed Jan. 29, 2021

View all past filings

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