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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 VCIT, AAPL, MSFT, SPLG, NVDA, and represent 12.67% of Great Valley Advisor Group's stock portfolio.
Added to shares of these 10 stocks: SPIP (+$23M), GLDM (+$22M), VCIT (+$21M), SPHY (+$20M), JIRE (+$20M), IDVO (+$16M), SPMD (+$15M), DGRW (+$15M), DFAC (+$11M), SPLG (+$10M).
Started 89 new stock positions in LGOV, SOUN, XMHQ, PCAR, LAMR, DFUV, SOFI, NULV, MTH, DSI.
Reduced shares in these 10 stocks: RSP (-$23M), TIP (-$18M), IAU (-$16M), USMF (-$9.8M), JPST (-$9.3M), HYG (-$7.9M), SCHF (-$6.5M), QGRO (-$5.7M), FTCS (-$5.7M), IEFA (-$5.6M).
Sold out of its positions in AAON, Activision Blizzard, AEHR, ABR, BHP, BFLY, Canopy Gro, CHPT, CMG, CTAS.
Great Valley Advisor Group was a net buyer of stock by $204M.
Great Valley Advisor Group has $2.8B in assets under management (AUM), dropping by 18.13%.
Central Index Key (CIK): 0001769897

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Portfolio Holdings for Great Valley Advisor Group

Great Valley Advisor Group holds 711 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Great Valley Advisor Group has 711 total positions. Only the first 250 positions are shown.

Sign up to view all of the Great Valley Advisor Group Dec. 31, 2023 positions
Download the Great Valley Advisor Group December 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.7	$104M	+25%	1.3M	81.28	View chart
Apple (AAPL)	3.0	$85M	+3%	441k	192.53	View chart
Microsoft Corporation (MSFT)	2.1	$61M	+4%	161k	376.04	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.0	$56M	+22%	1.0M	55.90	View chart
NVIDIA Corporation (NVDA)	2.0	$56M	+2%	113k	495.22	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	1.9	$54M	-9%	708k	76.08	View chart
Amazon (AMZN)	1.7	$49M	+3%	323k	151.94	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	1.7	$48M	+2%	728k	66.38	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.5	$42M	+27%	803k	51.99	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.4	$41M		1.6M	25.64	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	1.3	$38M	+65%	780k	48.72	View chart
Ishares Tr Msci Acwi Etf (ACWI)	1.3	$37M	+18%	363k	101.77	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	1.3	$36M	+27%	1.2M	29.02	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	1.2	$35M	+7%	822k	42.18	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	1.1	$31M	+11%	427k	73.08	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.1	$31M	+56%	1.1M	29.23	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.9	$26M	+524%	642k	40.91	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.9	$25M	+15%	884k	28.56	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$25M	+21%	105k	237.22	View chart
Ishares Tr National Mun Etf (MUB)	0.9	$25M	+7%	231k	108.41	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$25M	+35%	57k	436.81	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$24M	+13%	169k	140.93	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.8	$24M	-29%	560k	42.05	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.8	$24M	+3228%	920k	25.57	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.8	$23M	+8%	414k	56.39	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$23M	+7%	57k	409.52	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$23M		165k	139.69	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$23M		230k	99.25	View chart
JPMorgan Chase & Co. (JPM)	0.8	$22M	+3%	132k	170.10	View chart
UnitedHealth (UNH)	0.7	$21M	+14%	39k	526.46	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$21M	+5%	66k	310.88	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.7	$20M	NEW	858k	23.38	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.7	$20M	+3%	435k	45.91	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.7	$20M	NEW	339k	58.44	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.7	$19M	+308%	273k	70.28	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$19M	+6%	40k	477.62	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.7	$19M	-32%	378k	50.23	View chart
First Tr Exchange-traded Emerging Mkts (RNEM)	0.7	$19M	+38%	365k	51.63	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$18M	+3%	37k	475.30	View chart
Visa Com Cl A (V)	0.6	$18M	+8%	67k	260.36	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$17M	-5%	115k	149.50	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.6	$17M	+9%	631k	27.08	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$16M	+2%	289k	55.67	View chart
Amplify Etf Tr Internatinl Enhc (IDVO)	0.6	$16M	NEW	557k	28.77	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.6	$16M	+9%	574k	27.66	View chart
Johnson & Johnson (JNJ)	0.6	$16M	+8%	101k	156.74	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.5	$16M	+12%	174k	89.06	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.5	$15M	+3%	309k	49.92	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.5	$15M	+13%	330k	46.63	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$15M		199k	76.13	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.5	$15M		433k	34.46	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$15M	-6%	68k	213.34	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.5	$14M	-3%	220k	65.06	View chart
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)	0.5	$14M	+15%	292k	47.58	View chart
Pepsi (PEP)	0.5	$13M	+5%	77k	169.84	View chart
Broadcom (AVGO)	0.5	$13M	-8%	12k	1116.22	View chart
Lockheed Martin Corporation (LMT)	0.4	$13M	+4%	28k	453.23	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.4	$13M	-20%	250k	50.74	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$13M	-6%	42k	303.18	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.4	$12M	+146%	421k	29.41	View chart
Home Depot (HD)	0.4	$12M	+2%	35k	346.57	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$12M	-6%	53k	232.64	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$12M	-12%	151k	78.02	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$11M	+205%	235k	47.90	View chart
Tesla Motors (TSLA)	0.4	$11M	+17%	44k	248.48	View chart
Merck & Co (MRK)	0.4	$11M	+6%	99k	109.02	View chart
McDonald's Corporation (MCD)	0.4	$11M		36k	296.49	View chart
Invesco Db Multi-sector Comm Precious Metal (DBP)	0.4	$11M		215k	49.95	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$10M	+4%	111k	89.80	View chart
Eli Lilly & Co. (LLY)	0.3	$9.9M	-8%	17k	582.93	View chart
Abbvie (ABBV)	0.3	$9.8M	+3%	64k	154.98	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$9.6M	-37%	119k	80.04	View chart
Meta Platforms Cl A (META)	0.3	$9.5M	+19%	27k	353.97	View chart
Costco Wholesale Corporation (COST)	0.3	$9.5M	+6%	14k	660.05	View chart
Comcast Corp Cl A (CMCSA)	0.3	$9.4M	+40%	214k	43.85	View chart
Cisco Systems (CSCO)	0.3	$9.4M	+21%	186k	50.52	View chart
Bank of America Corporation (BAC)	0.3	$9.3M	-8%	276k	33.67	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$9.2M	+17%	85k	108.25	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.3	$9.2M	+10%	101k	91.39	View chart
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT)	0.3	$9.1M	+5%	371k	24.56	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$9.1M	-41%	246k	36.96	View chart
BlackRock (BLK)	0.3	$8.9M	-2%	11k	811.86	View chart
Wal-Mart Stores (WMT)	0.3	$8.8M	+4%	56k	157.66	View chart
salesforce (CRM)	0.3	$8.6M	+35%	33k	263.16	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$8.4M	+8%	24k	356.67	View chart
Fiserv (FI)	0.3	$8.4M		63k	132.85	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$8.3M	+5%	49k	170.39	View chart
Chevron Corporation (CVX)	0.3	$8.3M	-3%	56k	149.15	View chart
Procter & Gamble Company (PG)	0.3	$8.2M	+7%	56k	146.54	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$8.1M	-4%	62k	130.92	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$8.0M		106k	75.10	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.3	$7.9M		89k	89.81	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$7.9M		45k	173.89	View chart
ConocoPhillips (COP)	0.3	$7.7M	+7%	67k	116.07	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)	0.3	$7.6M	NEW	287k	26.57	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$7.6M	+27%	27k	277.15	View chart
Mondelez Intl Cl A (MDLZ)	0.3	$7.5M	+8%	103k	72.43	View chart
Boeing Company (BA)	0.3	$7.5M	+14%	29k	260.68	View chart
Victory Portfolios Ii Victoryshs Us (VSMV)	0.3	$7.5M	NEW	177k	42.07	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$7.4M	-3%	72k	102.88	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$7.4M	-6%	39k	192.47	View chart
Block Cl A (SQ)	0.3	$7.4M	+9%	95k	77.35	View chart
Nextera Energy (NEE)	0.3	$7.3M	-18%	121k	60.74	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$7.3M	-3%	38k	191.17	View chart
Northrop Grumman Corporation (NOC)	0.3	$7.1M	+5%	15k	468.12	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.2	$7.1M	-2%	45k	158.05	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.2	$6.8M	+27%	39k	175.46	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$6.8M	+2%	133k	51.05	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.2	$6.8M	+9%	168k	40.25	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.2	$6.7M	+25%	138k	48.32	View chart
Ecolab (ECL)	0.2	$6.7M	-3%	34k	198.36	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.2	$6.6M	+17%	112k	59.00	View chart
Cadence Design Systems (CDNS)	0.2	$6.4M	+20%	24k	272.37	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$6.3M	+535%	78k	81.56	View chart
Lowe's Companies (LOW)	0.2	$6.3M		28k	222.56	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$6.2M	+24%	122k	50.96	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.2	$6.2M	-3%	68k	90.17	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$6.1M	-74%	57k	107.48	View chart
American Tower Reit (AMT)	0.2	$6.1M	+3%	28k	215.87	View chart
Honeywell International (HON)	0.2	$6.0M	+9%	29k	209.71	View chart
United Parcel Service CL B (UPS)	0.2	$6.0M		38k	157.23	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$6.0M	+2%	57k	105.23	View chart
Medtronic SHS (MDT)	0.2	$6.0M	-6%	73k	82.38	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$5.9M	-16%	78k	75.35	View chart
Altria (MO)	0.2	$5.9M		146k	40.34	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$5.8M	+5%	80k	73.55	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$5.8M		75k	78.03	View chart
Exxon Mobil Corporation (XOM)	0.2	$5.7M	+20%	57k	99.99	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.2	$5.7M	+59%	211k	26.91	View chart
Oracle Corporation (ORCL)	0.2	$5.6M	+21%	53k	105.43	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$5.2M	NEW	31k	169.28	View chart
Walt Disney Company (DIS)	0.2	$5.2M	+37%	58k	90.30	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$5.2M	-25%	62k	82.96	View chart
Thermo Fisher Scientific (TMO)	0.2	$5.1M	+17%	9.7k	530.79	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$5.0M	-52%	72k	70.36	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.2	$5.0M	-6%	152k	32.90	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$5.0M	-22%	59k	84.87	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$5.0M	+20%	42k	117.13	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$4.9M	NEW	56k	88.71	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$4.9M	+2%	20k	241.76	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$4.9M	-29%	58k	83.84	View chart
Qualcomm (QCOM)	0.2	$4.8M	+6%	33k	144.63	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$4.8M		29k	165.24	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$4.8M	+3%	22k	218.15	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$4.8M	+2%	142k	34.01	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$4.7M	-5%	45k	104.47	View chart
Zoetis Cl A (ZTS)	0.2	$4.7M		24k	197.37	View chart
Caterpillar (CAT)	0.2	$4.7M	-9%	16k	295.63	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$4.5M		60k	75.32	View chart
Palo Alto Networks (PANW)	0.2	$4.5M	-6%	15k	294.86	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.2	$4.4M	-31%	72k	61.94	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$4.4M	+17%	74k	59.62	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$4.4M	-5%	12k	376.88	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$4.4M		124k	35.41	View chart
Kla Corp Com New (KLAC)	0.2	$4.3M	-21%	7.5k	581.25	View chart
Arista Networks (ANET)	0.2	$4.3M	+13%	18k	235.50	View chart
Coca-Cola Company (KO)	0.2	$4.3M	+21%	73k	58.93	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.2	$4.3M	+11%	84k	51.15	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$4.3M	-11%	31k	136.38	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$4.1M	-18%	42k	96.39	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$4.0M	+13%	62k	64.92	View chart
Union Pacific Corporation (UNP)	0.1	$4.0M	+15%	16k	245.63	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$4.0M	+2%	34k	116.29	View chart
Constellation Brands Cl A (STZ)	0.1	$4.0M	+24%	17k	241.73	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$3.9M	-22%	15k	262.27	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$3.9M	-2%	11k	350.88	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$3.9M	-5%	75k	51.63	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$3.9M	-3%	45k	85.53	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$3.8M	+9%	66k	57.96	View chart
Simon Property (SPG)	0.1	$3.8M	+10%	26k	142.63	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$3.8M	+10%	15k	252.21	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$3.7M	+6%	145k	25.53	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.1	$3.7M	-5%	79k	47.00	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$3.7M	+32%	62k	59.24	View chart
Adobe Systems Incorporated (ADBE)	0.1	$3.7M	+23%	6.2k	596.54	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$3.6M	+8%	115k	31.51	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$3.6M	+24%	88k	41.10	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$3.6M	+16%	33k	110.13	View chart
Netflix (NFLX)	0.1	$3.5M	+5%	7.3k	486.89	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$3.5M	+7%	32k	111.64	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$3.5M	-7%	68k	51.28	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$3.4M	-86%	22k	157.80	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$3.4M	-13%	91k	37.60	View chart
Exchange Traded Concepts Tr Robo Glb Etf (ROBO)	0.1	$3.3M	+5%	57k	57.30	View chart
Fastenal Company (FAST)	0.1	$3.3M	-7%	51k	64.78	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$3.3M	+7%	123k	26.40	View chart
Air Products & Chemicals (APD)	0.1	$3.2M	-8%	12k	273.79	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$3.2M		19k	174.87	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$3.2M	-4%	28k	115.03	View chart
Advanced Micro Devices (AMD)	0.1	$3.1M		21k	147.39	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$3.1M	-83%	80k	39.03	View chart
Proshares Tr S&p Tech Dividen (TDV)	0.1	$3.0M		43k	69.58	View chart
Cheniere Energy Com New (LNG)	0.1	$2.9M	NEW	17k	170.73	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$2.9M		77k	37.72	View chart
Novo-nordisk A S Adr (NVO)	0.1	$2.8M	+39%	27k	103.47	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$2.8M	-49%	26k	108.28	View chart
Halliburton Company (HAL)	0.1	$2.8M	+5%	76k	36.15	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$2.7M	+5%	38k	72.67	View chart
Uber Technologies (UBER)	0.1	$2.7M	+11%	44k	61.57	View chart
Cigna Corp (CI)	0.1	$2.7M	-23%	9.1k	299.47	View chart
AGCO Corporation (AGCO)	0.1	$2.7M	+28%	22k	121.41	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$2.7M	-4%	109k	24.79	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$2.7M	+27%	46k	58.34	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$2.6M	+5%	65k	40.23	View chart
Kimberly-Clark Corporation (KMB)	0.1	$2.6M	+41%	22k	121.53	View chart
Abbott Laboratories (ABT)	0.1	$2.6M		24k	110.07	View chart
Wisdomtree Tr Cybersecurity Fd (WCBR)	0.1	$2.6M		102k	25.37	View chart
Super Micro Computer (SMCI)	0.1	$2.5M	+19%	8.9k	284.31	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$2.5M		13k	200.72	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$2.5M	-7%	33k	77.02	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$2.5M	+288%	32k	77.52	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$2.5M	+8%	26k	95.21	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$2.4M	+12%	45k	53.82	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$2.4M	+32%	44k	54.98	View chart
Southern Company (SO)	0.1	$2.4M	+29%	34k	70.11	View chart
Anthem (ELV)	0.1	$2.4M	-8%	5.0k	471.56	View chart
Bristol Myers Squibb (BMY)	0.1	$2.4M	+197%	46k	51.30	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.1	$2.3M	+78%	51k	45.71	View chart
Vanguard Wellington Us Momentum (VFMO)	0.1	$2.3M	+29%	18k	131.29	View chart
Alps Etf Tr Equal Sec Etf (EQL)	0.1	$2.3M	-6%	21k	109.54	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$2.3M	-2%	76k	29.77	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$2.2M	-14%	38k	58.46	View chart
International Business Machines (IBM)	0.1	$2.2M		14k	163.52	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.1	$2.2M	NEW	76k	29.04	View chart
Pfizer (PFE)	0.1	$2.2M	-39%	77k	28.79	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$2.2M	-23%	19k	113.98	View chart
Deere & Company (DE)	0.1	$2.2M	-15%	5.5k	399.96	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.1	$2.2M	-2%	268k	8.08	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.2M	+5%	26k	84.15	View chart
Applied Materials (AMAT)	0.1	$2.1M	+58%	13k	162.03	View chart
Old Dominion Freight Line (ODFL)	0.1	$2.1M	+58%	5.3k	405.28	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$2.1M	-17%	43k	49.36	View chart
4068594 Enphase Energy (ENPH)	0.1	$2.1M	-7%	16k	132.11	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$2.1M	-14%	22k	96.85	View chart
Boston Scientific Corporation (BSX)	0.1	$2.1M	+37%	36k	57.81	View chart
Vanguard World Fds Comm Srvc Etf (VOX)	0.1	$2.1M		18k	117.73	View chart
Verizon Communications (VZ)	0.1	$2.1M		55k	37.70	View chart
Amgen (AMGN)	0.1	$2.0M	+2%	7.0k	288.06	View chart
Enterprise Products Partners (EPD)	0.1	$2.0M	-4%	76k	26.35	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$2.0M	-2%	24k	83.29	View chart
3M Company (MMM)	0.1	$2.0M	+9%	18k	109.35	View chart
Analog Devices (ADI)	0.1	$2.0M	+10%	10k	198.55	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$2.0M	-9%	124k	15.93	View chart
Deckers Outdoor Corporation (DECK)	0.1	$2.0M	+11%	3.0k	668.26	View chart
Occidental Petroleum Corporation (OXY)	0.1	$1.9M	-5%	32k	59.71	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$1.9M	+2%	138k	13.80	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$1.9M	-66%	36k	52.65	View chart
Lululemon Athletica (LULU)	0.1	$1.9M	+46%	3.7k	511.21	View chart
Invesco Exchange Traded Fd T Energy Explorati (PXE)	0.1	$1.9M		61k	30.90	View chart
Phillips 66 (PSX)	0.1	$1.9M		14k	133.11	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 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
Great Valley Advisor Group 2020 Q3 filed Oct. 21, 2020
Great Valley Advisor Group 2020 Q2 filed July 31, 2020
Great Valley Advisor Group 2020 Q1 filed May 15, 2020

View all past filings

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