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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, SPLG, QGRO, AAPL, DLN, and represent 13.14% of Great Valley Advisor Group's stock portfolio.
Added to shares of these 10 stocks: JMBS (+$25M), CGMS (+$14M), JAAA (+$11M), BOND (+$11M), QGRO (+$10M), FEGE (+$8.4M), VSMV (+$8.2M), SPLG (+$8.0M), CGMU (+$7.8M), TCAF (+$7.2M).
Started 68 new stock positions in MUNI, HIMS, ETHA, ITEQ, EDF, HIG, NBIS, AAON, QMAG, PSKY.
Reduced shares in these 10 stocks: CORP (-$25M), SPTL (-$5.9M), , HYS (-$5.2M), MRK, IJR, IVW, ACN, CRM, UNH.
Sold out of its positions in ANSS, CAR, BKSY, CBRE, CTAS, CTVA, KTF, ROBO, FDS, FPE.
Great Valley Advisor Group was a net buyer of stock by $157M.
Great Valley Advisor Group has $5.0B in assets under management (AUM), dropping by 10.46%.
Central Index Key (CIK): 0001769897

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Portfolio Holdings for Great Valley Advisor Group

Great Valley Advisor Group holds 923 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Great Valley Advisor Group has 923 total positions. Only the first 250 positions are shown.

Sign up to view all of the Great Valley Advisor Group Sept. 30, 2025 positions
Download the Great Valley Advisor Group September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	4.1	$205M		1.1M	186.58	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	2.7	$132M	+6%	1.7M	78.34	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	2.2	$110M	+10%	959k	114.40	View chart
Apple (AAPL)	2.1	$105M		411k	254.63	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	2.1	$104M		1.2M	87.03	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.9	$93M	+13%	1.0M	93.35	View chart
Microsoft Corporation (MSFT)	1.6	$80M		153k	517.95	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	1.5	$74M	+23%	2.7M	27.75	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.4	$68M	+4%	890k	76.45	View chart
Amazon (AMZN)	1.3	$66M		303k	219.57	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	1.3	$66M	+10%	2.6M	25.85	View chart
Vanguard Wellington Us Momentum (VFMO)	1.3	$66M		344k	191.59	View chart
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)	1.2	$61M	+5%	1.1M	53.47	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.2	$61M	-2%	810k	75.11	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	1.2	$58M	+6%	1.5M	37.50	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.1	$57M	+10%	779k	73.54	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	1.1	$54M		855k	63.43	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	1.0	$51M	+3%	1.1M	46.32	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	1.0	$50M	+5%	728k	68.96	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	1.0	$50M		530k	93.75	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.0	$49M		1.1M	43.92	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.9	$47M	-3%	1.4M	34.75	View chart
Federated Hermes Etf Trust Us Strategic Div (FDV)	0.9	$46M	+4%	1.6M	28.62	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$42M		173k	243.55	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.8	$42M	+35%	818k	50.78	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$40M		66k	600.36	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.8	$38M	+2%	655k	57.19	View chart
Meta Platforms Cl A (META)	0.7	$36M		49k	734.37	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.7	$35M		896k	38.57	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.7	$35M	+6%	331k	104.51	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.7	$34M	+30%	1.2M	27.29	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$34M	+5%	50k	666.19	View chart
JPMorgan Chase & Co. (JPM)	0.7	$33M		103k	315.43	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$32M	+3%	67k	479.61	View chart
Victory Portfolios Ii Victoryshs Us (VSMV)	0.6	$32M	+35%	590k	53.66	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$31M	-4%	94k	328.17	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.6	$31M		556k	55.33	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$31M		305k	100.25	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$31M		126k	243.10	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.6	$30M	+2%	557k	53.99	View chart
Broadcom (AVGO)	0.6	$30M		90k	329.91	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.6	$30M	+31%	785k	37.70	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.6	$29M	+5%	563k	52.27	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.6	$29M	+3%	504k	57.52	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.6	$29M	+2%	211k	135.23	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.6	$28M	-7%	485k	57.47	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.6	$28M	+5%	950k	28.90	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	0.5	$27M		721k	37.29	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.5	$27M	+4%	1.0M	26.30	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.5	$26M	-6%	519k	50.73	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$26M	+6%	949k	27.30	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.5	$25M	+34%	557k	45.31	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$25M	-3%	173k	145.65	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.5	$25M		524k	47.63	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$25M	-7%	133k	186.49	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.5	$25M	NEW	537k	45.67	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$24M		83k	281.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$23M	+4%	38k	612.39	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.5	$23M	+4%	263k	87.91	View chart
Ishares Silver Tr Ishares (SLV)	0.4	$22M		520k	42.37	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.4	$22M	+4%	149k	144.27	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.4	$22M	+8%	449k	47.88	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$20M		30k	669.33	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.4	$20M	+17%	468k	42.03	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.4	$20M	+5%	458k	42.96	View chart
Visa Com Cl A (V)	0.4	$19M	+9%	56k	341.38	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.4	$19M	+8%	292k	65.00	View chart
Wal-Mart Stores (WMT)	0.4	$18M	+7%	176k	103.06	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$18M		71k	254.28	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$18M		181k	99.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$18M		83k	215.80	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$18M		38k	468.40	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$18M		311k	57.10	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$18M		35k	502.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$17M	-2%	59k	293.74	View chart
Abbvie (ABBV)	0.3	$17M	-4%	75k	231.54	View chart
Tesla Motors (TSLA)	0.3	$17M	+2%	39k	444.72	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$17M	+3%	222k	78.09	View chart
Netflix (NFLX)	0.3	$17M	+18%	14k	1198.91	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.3	$16M		285k	57.10	View chart
Home Depot (HD)	0.3	$16M	+9%	40k	405.17	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$16M	-12%	182k	88.96	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$16M	+5%	162k	96.46	View chart
Eli Lilly & Co. (LLY)	0.3	$15M	+9%	20k	763.01	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.3	$15M		163k	91.75	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.3	$14M	+17%	290k	49.29	View chart
Capital Group Core Balanced SHS (CGBL)	0.3	$14M	+14%	396k	34.72	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.3	$14M	-64%	139k	98.62	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$14M	+8%	41k	326.36	View chart
McDonald's Corporation (MCD)	0.3	$13M		44k	303.89	View chart
Johnson & Johnson (JNJ)	0.3	$13M	+3%	69k	185.42	View chart
Costco Wholesale Corporation (COST)	0.2	$12M	+5%	13k	925.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$12M	+2%	362k	33.42	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$12M	-24%	96k	120.72	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$12M	-5%	96k	120.50	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$11M	+7%	32k	355.48	View chart
Qualcomm (QCOM)	0.2	$11M	+6%	68k	166.36	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.2	$11M		359k	31.16	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$11M	+8%	256k	42.79	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.2	$11M	+2%	145k	74.78	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$11M	-6%	101k	106.49	View chart
Ecolab (ECL)	0.2	$11M	-2%	39k	273.86	View chart
Arista Networks Com Shs (ANET)	0.2	$11M	-13%	73k	145.71	View chart
UnitedHealth (UNH)	0.2	$11M	-22%	31k	345.31	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.2	$11M	+5%	434k	24.30	View chart
Procter & Gamble Company (PG)	0.2	$11M	+2%	68k	153.64	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$10M	-2%	404k	25.71	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$10M	-11%	203k	51.04	View chart
Nextera Energy (NEE)	0.2	$10M		137k	75.49	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.2	$10M	+14%	85k	120.66	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$9.9M	+10%	168k	59.20	View chart
Honeywell International (HON)	0.2	$9.9M	+2%	47k	210.50	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.2	$9.7M	+9%	116k	83.44	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$9.6M		103k	93.64	View chart
Altria (MO)	0.2	$9.6M		145k	66.06	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$9.5M	-17%	146k	65.26	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.2	$9.5M	+7%	129k	73.57	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$9.5M	+4%	202k	46.81	View chart
Chevron Corporation (CVX)	0.2	$9.4M	-7%	61k	155.29	View chart
Ab Active Etfs Short Duration H (SYFI)	0.2	$9.4M	+5%	260k	36.13	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$8.7M	-3%	376k	23.28	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$8.6M	+6%	144k	59.92	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.2	$8.6M		329k	25.98	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$8.5M		41k	206.50	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.2	$8.4M	NEW	189k	44.23	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$8.3M	+7%	210k	39.54	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$8.3M	-20%	30k	279.28	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.2	$8.1M	+3%	205k	39.61	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.2	$8.1M	+2%	182k	44.31	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.2	$8.0M	-2%	335k	23.94	View chart
Morgan Stanley Com New (MS)	0.2	$7.9M	-13%	50k	158.96	View chart
Union Pacific Corporation (UNP)	0.2	$7.9M	+5%	33k	236.37	View chart
salesforce (CRM)	0.2	$7.8M	-30%	33k	237.01	View chart
Oracle Corporation (ORCL)	0.2	$7.8M	+13%	28k	281.25	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.2	$7.6M	+7%	73k	104.91	View chart
Palo Alto Networks (PANW)	0.2	$7.6M	+2%	37k	203.63	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$7.6M	+6%	170k	44.57	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$7.5M	+7%	80k	93.37	View chart
Palantir Technologies Cl A (PLTR)	0.1	$7.4M	+7%	40k	182.41	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$7.3M		63k	116.82	View chart
Bank of America Corporation (BAC)	0.1	$7.3M	-2%	141k	51.59	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$7.2M	-2%	31k	229.62	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$7.1M		23k	307.85	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$7.1M		131k	54.16	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$7.1M	+3%	81k	87.31	View chart
The Alger Etf Trust Ai Enablers Adop (ALAI)	0.1	$7.1M		188k	37.50	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$6.8M	+19%	62k	111.22	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$6.7M	+31%	84k	80.17	View chart
American Tower Reit (AMT)	0.1	$6.7M	+3%	35k	192.33	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$6.7M	-3%	85k	78.90	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$6.7M	+2%	44k	150.87	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$6.5M	-2%	101k	64.69	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$6.5M		129k	50.47	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$6.5M	+10%	89k	72.77	View chart
Exxon Mobil Corporation (XOM)	0.1	$6.4M	-3%	57k	112.74	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.1	$6.4M	+8%	118k	54.18	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$6.3M		226k	27.78	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$6.2M	+9%	74k	82.96	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$6.1M	+9%	13k	490.35	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$6.1M		51k	119.51	View chart
Novartis Sponsored Adr (NVS)	0.1	$6.1M	-9%	47k	128.24	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$6.1M	+5%	121k	50.07	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$5.9M	+2%	71k	82.58	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$5.8M	+14%	48k	121.06	View chart
Abbott Laboratories (ABT)	0.1	$5.7M	+36%	43k	133.95	View chart
Emcor (EME)	0.1	$5.7M	+2%	8.8k	649.53	View chart
Spdr Series Trust Portfli Tips Etf (SPIP)	0.1	$5.7M		216k	26.31	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$5.7M	-3%	16k	365.46	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$5.5M	-42%	46k	118.83	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.1	$5.5M	+12%	68k	80.64	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$5.4M	+415%	115k	47.51	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$5.4M		46k	118.38	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$5.3M	+2%	89k	59.91	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$5.3M	+7%	97k	54.18	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$5.2M		37k	142.41	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$5.1M	+10%	122k	42.08	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$5.1M	-3%	25k	203.61	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$5.1M	-3%	159k	31.91	View chart
Uber Technologies (UBER)	0.1	$5.0M	+12%	52k	97.98	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$5.0M	+24%	32k	155.45	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$4.9M	NEW	213k	22.90	View chart
Pepsi (PEP)	0.1	$4.8M	-13%	34k	140.43	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$4.8M	+2%	208k	23.12	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$4.8M		28k	170.86	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$4.8M	-6%	84k	57.52	View chart
Pimco Etf Tr Preferred And Cp (PRFD)	0.1	$4.8M	+36%	92k	51.80	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$4.7M	-5%	29k	164.55	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.1	$4.7M		183k	25.80	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$4.7M		69k	68.08	View chart
Lockheed Martin Corporation (LMT)	0.1	$4.7M	-13%	9.4k	499.22	View chart
Capital Group Conservative E SHS (CGCV)	0.1	$4.7M	+17%	156k	30.11	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$4.7M		16k	297.64	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$4.6M		86k	53.87	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$4.6M		52k	89.13	View chart
Cisco Systems (CSCO)	0.1	$4.6M		67k	68.42	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$4.5M	+12%	68k	67.26	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$4.5M	+4%	75k	60.26	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$4.5M		25k	178.75	View chart
Blackrock (BLK)	0.1	$4.4M		3.8k	1166.02	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$4.4M	+5%	25k	174.58	View chart
Citigroup Com New (C)	0.1	$4.3M		43k	101.50	View chart
Caterpillar (CAT)	0.1	$4.3M	-2%	9.1k	477.12	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$4.3M		14k	320.04	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$4.3M	+22%	114k	37.78	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.1	$4.3M	-57%	159k	26.95	View chart
International Business Machines (IBM)	0.1	$4.3M	+5%	15k	282.16	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$4.3M	-9%	144k	29.64	View chart
Air Products & Chemicals (APD)	0.1	$4.2M	-13%	15k	272.70	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$4.2M	+7%	14k	293.82	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$4.1M		25k	166.10	View chart
Principal Exchange Traded Prin U S Small (PSC)	0.1	$4.1M		72k	56.97	View chart
Quad / Graphics Com Cl A (QUAD)	0.1	$4.0M		645k	6.26	View chart
Carvana Cl A (CVNA)	0.1	$4.0M		11k	377.24	View chart
Merck & Co (MRK)	0.1	$3.9M	-52%	47k	83.94	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$3.9M		21k	189.71	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.1	$3.9M	-3%	125k	31.16	View chart
Boston Scientific Corporation (BSX)	0.1	$3.8M	-3%	39k	97.63	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$3.8M		80k	48.19	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$3.8M		244k	15.70	View chart
Spdr Series Trust Nuveen Ice Munic (TFI)	0.1	$3.8M	+25%	84k	45.57	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$3.8M	+10%	142k	26.84	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$3.8M		43k	89.63	View chart
Lowe's Companies (LOW)	0.1	$3.8M	+4%	15k	251.34	View chart
Eaton Corp SHS (ETN)	0.1	$3.8M	+10%	10k	374.23	View chart
Fastenal Company (FAST)	0.1	$3.7M	-4%	76k	49.04	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$3.7M	+46%	44k	84.11	View chart
3M Company (MMM)	0.1	$3.7M	+19%	24k	155.20	View chart
Ge Vernova (GEV)	0.1	$3.6M	+3%	5.9k	614.86	View chart
Cigna Corp (CI)	0.1	$3.6M	+6%	13k	288.22	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$3.6M	-5%	38k	95.15	View chart
Spdr Series Trust Bloomberg Intl (IBND)	0.1	$3.6M	+33%	111k	32.29	View chart
Invesco Db Multi-sector Comm Precious Metal (DBP)	0.1	$3.6M		40k	88.94	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$3.6M		34k	104.96	View chart
Servicenow (NOW)	0.1	$3.6M	+16%	3.9k	920.25	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$3.5M	+79%	64k	55.71	View chart
Thermo Fisher Scientific (TMO)	0.1	$3.5M	+24%	7.3k	485.03	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$3.5M	+6%	32k	108.68	View chart
Ge Aerospace Com New (GE)	0.1	$3.5M		12k	300.82	View chart
Enterprise Products Partners (EPD)	0.1	$3.4M		108k	31.27	View chart
Powell Industries (POWL)	0.1	$3.4M	-3%	11k	304.79	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$3.3M		34k	99.95	View chart
Coca-Cola Company (KO)	0.1	$3.3M	-3%	50k	66.32	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$3.3M		77k	42.76	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$3.3M	-5%	44k	74.37	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$3.2M	-6%	110k	29.62	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$3.2M		17k	187.73	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$3.2M	+26%	30k	106.78	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$3.2M	+9%	51k	62.47	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$3.1M		7.1k	435.55	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$3.1M		22k	139.67	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 2025 Q3 filed Nov. 14, 2025
Great Valley Advisor Group 2025 Q2 filed Aug. 14, 2025
Great Valley Advisor Group 2025 Q1 filed May 8, 2025
Great Valley Advisor Group 2024 Q4 filed Feb. 24, 2025
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

View all past filings

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