Great Valley Advisor Group

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

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Portfolio Holdings for Great Valley Advisor Group

Companies in the Great Valley Advisor Group portfolio as of the June 2021 quarterly 13F filing

Great Valley Advisor Group has 540 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.9 $39M NEW 469k 82.71
First Tr Exchange-traded Cap Strength Etf (FTCS) 2.6 $35M +20% 466k 75.02
Apple (AAPL) 2.5 $34M +6% 255k 133.43
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.3 $31M -59% 327k 95.06
Spdr Ser Tr Portfolio S&p500 (SPLG) 2.2 $30M +9% 593k 50.29
Ishares Tr Msci Acwi Etf (ACWI) 2.1 $28M -24% 274k 101.19
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.0 $27M 81k 333.88
Microsoft Corporation (MSFT) 1.5 $20M 76k 261.34
Vanguard Index Fds Growth Etf (VUG) 1.5 $20M +95% 69k 286.58
Ishares Tr Core Us Aggbd Et (AGG) 1.4 $19M +317% 164k 115.18
Ishares Tr National Mun Etf (MUB) 1.4 $19M +6% 159k 117.16
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.3 $18M +83% 384k 46.06
Amazon (AMZN) 1.2 $17M +6% 5.1k 3317.82
Vanguard Index Fds Value Etf (VTV) 1.2 $17M +69% 123k 136.53
Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $17M +80% 65k 257.60
Ishares Tr Core S&p500 Etf (IVV) 1.1 $15M +85% 36k 418.76
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $14M +152% 33k 424.14
Ishares Tr Jpmorgan Usd Emg (EMB) 1.0 $14M -7% 122k 112.47
Global X Fds Us Infr Dev Etf (PAVE) 1.0 $14M +476% 524k 25.75
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.0 $13M +42% 213k 62.15
Vanguard Index Fds Small Cp Etf (VB) 0.9 $12M +164% 56k 222.65
Xpo Logistics Inc equity (XPO) 0.9 $12M 95k 124.41
Schwab Strategic Tr Us Tips Etf (SCHP) 0.9 $12M NEW 188k 62.51
Wisdomtree Tr Us Largecap Divd (DLN) 0.9 $12M +37% 96k 119.99
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.8 $11M +4% 238k 47.21
Square Cl A (SQ) 0.8 $11M 44k 243.53
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.8 $10M +4% 134k 77.34
First Tr Exchange-traded A Sml Cap Val Alph (FYT) 0.8 $10M +3% 200k 50.92
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $9.9M +125% 98k 100.92
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.7 $9.8M +5% 143k 68.30
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.7 $9.7M NEW 126k 77.17
Alphabet Cap Stk Cl A (GOOGL) 0.7 $9.6M +6% 4.2k 2304.31
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $9.6M 93k 103.09
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $9.3M +135% 40k 231.57
JPMorgan Chase & Co. (JPM) 0.7 $9.2M +3% 60k 154.61
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.6 $8.7M +6% 65k 134.35
Ishares Tr Msci Eafe Etf (EFA) 0.6 $8.4M +312% 107k 78.18
Ishares Tr Tips Bd Etf (TIP) 0.6 $8.3M +42% 65k 128.00
Ecolab (ECL) 0.6 $8.2M -11% 39k 212.57
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.6 $7.9M +207% 164k 47.93
Victory Portfolios Ii Vcshs Us Eq Incm (CDC) 0.5 $7.3M -4% 113k 64.59
Visa Com Cl A (V) 0.5 $7.2M +7% 32k 225.58
Johnson & Johnson (JNJ) 0.5 $7.0M 43k 164.59
Select Sector Spdr Tr Technology (XLK) 0.5 $6.9M +11% 49k 142.72
UnitedHealth (UNH) 0.5 $6.8M +2% 18k 389.96
Graniteshares Etf Tr Bbg Commd K 1 (COMB) 0.5 $6.6M 234k 28.38
Home Depot (HD) 0.5 $6.6M +9% 21k 313.20
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $6.5M +111% 29k 222.66
Walt Disney Company (DIS) 0.5 $6.5M -3% 36k 178.54
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.5 $6.4M +33% 146k 43.87
Ishares Tr Rus 1000 Etf (IWB) 0.5 $6.4M NEW 26k 242.00
Ark Etf Tr Innovation Etf (ARKK) 0.5 $6.4M -12% 50k 127.38
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) 0.5 $6.3M NEW 85k 74.06
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $6.0M +15% 39k 154.55
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA) 0.4 $6.0M -63% 136k 44.15
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.4 $6.0M +99% 151k 39.39
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.4 $5.6M +8% 70k 80.53
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $5.6M +74% 65k 85.81
NVIDIA Corporation (NVDA) 0.4 $5.5M +2% 6.9k 790.71
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.4 $5.4M +7% 62k 86.72
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $5.3M +84% 19k 276.87
Intel Corporation (INTC) 0.4 $5.3M +11% 89k 59.71
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $5.3M +103% 47k 112.74
Facebook Cl A (FB) 0.4 $5.2M +17% 15k 341.53
3M Company (MMM) 0.4 $5.1M +9% 26k 198.16
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.4 $5.0M +26% 166k 29.98
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $5.0M NEW 126k 39.41
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $4.8M +153% 18k 268.37
Pepsi (PEP) 0.4 $4.7M -12% 32k 146.14
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $4.7M +152% 87k 54.29
Procter & Gamble Company (PG) 0.3 $4.7M +27% 35k 135.00
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.3 $4.7M NEW 96k 48.41
Select Sector Spdr Tr Sbi Materials (XLB) 0.3 $4.7M +37% 57k 81.82
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.3 $4.6M +488% 81k 57.10
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $4.6M +76% 16k 288.92
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.3 $4.5M +4% 71k 63.61
Lockheed Martin Corporation (LMT) 0.3 $4.4M +11% 12k 375.69
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $4.4M +38% 44k 98.77
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $4.4M +367% 53k 82.17
Medtronic SHS (MDT) 0.3 $4.3M +10% 35k 122.04
Bank of America Corporation (BAC) 0.3 $4.3M +5% 104k 41.19
Nextera Energy (NEE) 0.3 $4.2M +16% 57k 74.14
Ishares Tr U.s. Tech Etf (IYW) 0.3 $4.1M +4% 47k 88.49
Abbvie (ABBV) 0.3 $4.1M +16% 37k 111.14
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $4.1M +6% 34k 119.36
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $4.0M +18% 32k 123.70
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $3.9M +105% 25k 156.84
Vanguard Index Fds Large Cap Etf (VV) 0.3 $3.9M 19k 200.44
Verizon Communications (VZ) 0.3 $3.9M 68k 56.98
Exxon Mobil Corporation (XOM) 0.3 $3.9M +43% 63k 62.01
Pfizer (PFE) 0.3 $3.8M +3% 99k 38.80
Costco Wholesale Corporation (COST) 0.3 $3.8M +7% 9.9k 383.90
salesforce (CRM) 0.3 $3.8M 16k 241.95
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.3 $3.8M +67% 38k 100.27
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $3.8M NEW 48k 78.26
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $3.8M 36k 103.20
Ishares Tr Core Msci Eafe (IEFA) 0.3 $3.8M +133% 50k 74.83
Merck & Co (MRK) 0.3 $3.7M 48k 77.44
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $3.7M +157% 43k 86.15
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $3.7M +9% 22k 171.39
Lowe's Companies (LOW) 0.3 $3.7M 19k 193.68
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.3 $3.6M +438% 70k 51.40
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.3 $3.6M +72% 41k 86.04
Tesla Motors (TSLA) 0.3 $3.5M +13% 5.1k 676.38
Select Sector Spdr Tr Financial (XLF) 0.3 $3.5M +15% 100k 34.69
Adobe Systems Incorporated (ADBE) 0.3 $3.5M +107% 6.0k 573.39
Caterpillar (CAT) 0.3 $3.5M +5% 16k 220.41
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $3.4M +15% 33k 103.78
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $3.4M +495% 103k 32.88
Wisdomtree Tr Em Ex St-owned (XSOE) 0.2 $3.3M NEW 79k 42.07
Chevron Corporation (CVX) 0.2 $3.3M 31k 104.75
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $3.2M +3% 44k 71.51
Janus Detroit Str Tr Hendersn Cap Etf (JSML) 0.2 $3.1M +2% 45k 68.44
Wisdomtree Tr Us Total Dividnd (DTD) 0.2 $3.0M 26k 118.47
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $3.0M NEW 23k 130.53
Enterprise Products Partners (EPD) 0.2 $3.0M +2% 124k 24.10
First Tr Exchange-traded Lunt Us Factor (FCTR) 0.2 $3.0M NEW 85k 34.75
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $3.0M NEW 22k 136.43
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $2.9M -26% 79k 36.78
Honeywell International (HON) 0.2 $2.9M 13k 218.64
Boeing Company (BA) 0.2 $2.9M -27% 12k 240.88
Coca-Cola Company (KO) 0.2 $2.9M +4% 54k 53.78
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $2.9M +93% 7.4k 390.67
Select Sector Spdr Tr Communication (XLC) 0.2 $2.8M +20% 38k 74.80
Eli Lilly & Co. (LLY) 0.2 $2.8M -5% 13k 225.70
McDonald's Corporation (MCD) 0.2 $2.8M 12k 227.87
EXACT Sciences Corporation (EXAS) 0.2 $2.8M +3% 23k 124.33
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $2.8M NEW 51k 54.80
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $2.7M +471% 50k 55.29
BlackRock (BLK) 0.2 $2.7M 3.6k 759.68
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $2.7M +252% 39k 69.82
Global Payments (GPN) 0.2 $2.7M 13k 201.30
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.2 $2.7M +6% 57k 46.88
Abbott Laboratories (ABT) 0.2 $2.6M +23% 22k 117.32
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $2.6M +49% 47k 53.94
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.2 $2.5M +9% 47k 53.64
Wal-Mart Stores (WMT) 0.2 $2.5M 18k 137.66
Fiserv (FISV) 0.2 $2.5M +141% 24k 106.91
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $2.5M +7% 8.3k 303.26
General Motors Company (GM) 0.2 $2.5M +30% 42k 59.15
First Tr Exchange Traded Finls Alphadex (FXO) 0.2 $2.5M +5% 57k 43.62
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $2.5M +54% 34k 72.67
First Tr Value Line Divid In SHS (FVD) 0.2 $2.5M +26% 63k 39.35
Spdr Gold Tr Gold Shs (GLD) 0.2 $2.5M -2% 15k 165.27
Nucor Corporation (NUE) 0.2 $2.4M +433% 25k 95.93
Broadcom (AVGO) 0.2 $2.4M 5.1k 465.72
Alps Etf Tr Equal Sec Etf (EQL) 0.2 $2.4M 24k 100.08
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $2.3M +2% 6.8k 344.96
United Parcel Service CL B (UPS) 0.2 $2.3M 13k 180.85
FedEx Corporation (FDX) 0.2 $2.3M +274% 7.8k 297.56
Union Pacific Corporation (UNP) 0.2 $2.3M -2% 11k 220.04
Simon Property (SPG) 0.2 $2.3M -17% 17k 130.46
Fastenal Company (FAST) 0.2 $2.2M 43k 51.97
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $2.1M 15k 141.71
Accenture Plc Ireland Shs Class A (ACN) 0.2 $2.1M +319% 7.2k 291.77
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $2.1M +209% 23k 89.79
Roku Com Cl A (ROKU) 0.2 $2.1M +3% 4.5k 459.28
Deere & Company (DE) 0.2 $2.1M +2% 5.8k 356.96
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $2.1M +149% 34k 60.51
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.2 $2.1M -6% 30k 69.13
Zoetis Cl A (ZTS) 0.2 $2.1M +376% 11k 181.96
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $2.0M +8% 36k 57.27
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $2.0M 40k 51.32
Netflix (NFLX) 0.1 $2.0M -17% 3.8k 527.21
Air Products & Chemicals (APD) 0.1 $2.0M +15% 7.0k 287.53
Yum! Brands (YUM) 0.1 $2.0M +18% 18k 114.71
Raytheon Technologies Corp (RTX) 0.1 $2.0M 25k 79.79
Spdr Ser Tr Portfli Mortgage (SPMB) 0.1 $2.0M -4% 76k 25.86
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $1.9M NEW 37k 52.40
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $1.9M 5.9k 325.45
Ishares Gold Tr Ishares New (IAU) 0.1 $1.9M NEW 57k 33.71
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $1.9M +22% 13k 147.60
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $1.8M +4% 22k 85.11
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $1.8M +327% 59k 31.30
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.8M +6% 755.00 2392.05
Delta Air Lines Inc Del Com New (DAL) 0.1 $1.8M +23% 41k 43.47
Comcast Corp Cl A (CMCSA) 0.1 $1.8M +10% 31k 56.48
At&t (T) 0.1 $1.8M +2% 61k 28.93
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.1 $1.7M +13% 74k 23.65
CSX Corporation (CSX) 0.1 $1.7M +181% 52k 33.28
Target Corporation (TGT) 0.1 $1.7M 7.6k 225.33
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $1.7M +3% 15k 115.49
Ishares Silver Tr Ishares (SLV) 0.1 $1.7M +23% 68k 24.23
American Tower Reit (AMT) 0.1 $1.6M 6.3k 263.36
Southwest Airlines (LUV) 0.1 $1.6M +36% 31k 53.48
Amgen (AMGN) 0.1 $1.6M 6.7k 244.30
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $1.6M NEW 25k 65.64
Ishares Core Msci Emkt (IEMG) 0.1 $1.6M +79% 24k 66.85
Spdr Ser Tr S&p Oilgas Exp (XOP) 0.1 $1.6M +19% 17k 96.67
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $1.6M 13k 118.67
Pan American Silver Corp Can (PAAS) 0.1 $1.6M +21% 56k 28.57
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.1 $1.6M +627% 30k 53.38
Vmware Cl A Com (VMW) 0.1 $1.6M NEW 9.8k 159.94
Mondelez Intl Cl A (MDLZ) 0.1 $1.6M 26k 59.24
Clorox Company (CLX) 0.1 $1.6M +82% 8.6k 180.54
Deckers Outdoor Corporation (DECK) 0.1 $1.6M +3% 4.1k 382.87
Blackstone Group Inc Com Cl A (BX) 0.1 $1.5M 19k 80.15
Ansys (ANSS) 0.1 $1.5M NEW 4.3k 347.10
Qualcomm (QCOM) 0.1 $1.5M 11k 140.63
Paypal Holdings (PYPL) 0.1 $1.5M -8% 5.4k 272.02
Cisco Systems (CSCO) 0.1 $1.4M +10% 27k 52.84
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 0.1 $1.4M NEW 19k 75.61
Palantir Technologies Cl A (PLTR) 0.1 $1.4M +11% 54k 26.36
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.1 $1.4M 28k 50.75
Moderna (MRNA) 0.1 $1.4M -6% 6.0k 234.23
Ishares Tr Msci Usa Value (VLUE) 0.1 $1.4M +438% 13k 105.06
Brookfield Renewable Corp Cl A Sub Vtg (BEPC) 0.1 $1.3M +2% 32k 41.94
PNC Financial Services (PNC) 0.1 $1.3M 6.9k 188.35
Nike CL B (NKE) 0.1 $1.3M +3% 8.7k 145.57
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $1.3M 3.5k 361.06
Crocs (CROX) 0.1 $1.2M 11k 116.55
Shopify Cl A (SHOP) 0.1 $1.2M -2% 899.00 1381.54
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $1.2M -17% 18k 68.55
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.1 $1.2M 22k 55.43
PPL Corporation (PPL) 0.1 $1.2M +7% 43k 27.98
Select Sector Spdr Tr Energy (XLE) 0.1 $1.2M +26% 23k 52.21
Enbridge (ENB) 0.1 $1.2M -48% 30k 40.03
Exchange Traded Concepts Tr Vspr Us Lc Etf (UTRN) 0.1 $1.2M 35k 33.50
Lam Research Corporation (LRCX) 0.1 $1.2M +8% 1.8k 650.85
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $1.2M -51% 26k 45.26
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $1.2M +106% 6.7k 173.49
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $1.2M +5% 110k 10.62
Waste Management (WM) 0.1 $1.1M 8.3k 138.24
International Business Machines (IBM) 0.1 $1.1M -6% 7.8k 146.04
Airbnb Com Cl A (ABNB) 0.1 $1.1M +14% 7.3k 153.18
Linde SHS (LIN) 0.1 $1.1M +21% 3.8k 288.77
Hartford Financial Services (HIG) 0.1 $1.1M NEW 18k 62.00
Exchange Traded Concepts Tr Robo Glb Etf (ROBO) 0.1 $1.1M +10% 17k 65.23
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $1.1M +14% 12k 87.26
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $1.1M 9.7k 111.95
Old Dominion Freight Line (ODFL) 0.1 $1.1M 4.2k 252.19
Southern Copper Corporation (SCCO) 0.1 $1.1M -9% 16k 64.33
Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) 0.1 $1.1M -15% 14k 74.47
Altria (MO) 0.1 $1.0M +2% 22k 48.04
Citigroup Com New (C) 0.1 $1.0M +3% 15k 70.99
Global X Fds Global X Silver (SIL) 0.1 $1.0M +130% 24k 42.70
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $1.0M +255% 10k 100.62
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.1 $1.0M 16k 64.44
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $1.0M 9.8k 105.43
Ishares Tr Mbs Etf (MBB) 0.1 $1.0M +286% 9.5k 108.28
Generac Holdings (GNRC) 0.1 $1.0M -22% 2.5k 407.60
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $984k -11% 4.1k 238.37
Thermo Fisher Scientific (TMO) 0.1 $980k +12% 1.9k 502.82
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $971k +24% 13k 75.50
Ishares Tr Russell 2000 Etf (IWM) 0.1 $967k +82% 4.2k 228.17
W&T Offshore (WTI) 0.1 $965k 199k 4.85
Invesco Exchange Traded Fd T Dynmc Software (PSJ) 0.1 $955k 5.8k 164.77
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $953k +6% 12k 77.65
Ishares Tr Core Msci Total (IXUS) 0.1 $945k NEW 13k 73.33
Hershey Company (HSY) 0.1 $912k 5.2k 174.11

Past Filings by Great Valley Advisor Group

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