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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, MSFT, QGRO, and represent 13.59% of Great Valley Advisor Group's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$125M), VFLO (+$15M), XMMO (+$12M), SMH (+$9.1M), SPMD (+$8.1M), ACN (+$6.7M), SPTL (+$6.6M), VCIT (+$6.2M), JBND (+$5.6M), NEE (+$5.4M).
Started 70 new stock positions in PGR, LH, LSAF, ICSH, VOOG, SOLV, GCT, ILMN, TFC, BRO.
Reduced shares in these 10 stocks: SPLG (-$20M), COWZ (-$12M), CSCO (-$5.4M), CMCSA, DGRW, DGS, KO, MOAT, BMY, .
Sold out of its positions in AAON, AKAM, ALGN, AUPH, Chimera Investment Corp etf, CION, Collegium Pharmaceutical Inc note 2.625% 2/1, CAG, DOW, FFIV.
Great Valley Advisor Group was a net buyer of stock by $340M.
Great Valley Advisor Group has $3.6B in assets under management (AUM), dropping by 8.53%.
Central Index Key (CIK): 0001769897

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Portfolio Holdings for Great Valley Advisor Group

Great Valley Advisor Group holds 776 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Great Valley Advisor Group has 776 total positions. Only the first 250 positions are shown.

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	3.9	$139M	+891%	1.1M	123.54	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.1	$111M	+5%	1.4M	79.93	View chart
Apple (AAPL)	2.7	$95M	+3%	452k	210.62	View chart
Microsoft Corporation (MSFT)	2.0	$73M		163k	446.95	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	1.9	$68M		787k	85.97	View chart
Amazon (AMZN)	1.8	$64M		331k	193.25	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	1.6	$57M	+8%	787k	72.75	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	1.5	$55M	+17%	1.1M	51.30	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	1.4	$52M	+14%	1.9M	27.22	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.4	$49M	-29%	760k	64.00	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	1.3	$47M		1.1M	41.53	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.3	$46M	+8%	1.8M	25.09	View chart
Ishares Tr Msci Acwi Etf (ACWI)	1.2	$43M	+4%	383k	112.40	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.2	$42M	+7%	900k	46.09	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.0	$36M	+2%	1.1M	32.24	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	1.0	$35M	+2%	474k	74.74	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	1.0	$34M	+12%	1.3M	25.42	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.9	$34M	+13%	535k	62.60	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$33M	+3%	182k	183.42	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.9	$32M	+11%	524k	61.09	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.8	$30M	+18%	1.3M	23.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$29M		160k	182.15	View chart
JPMorgan Chase & Co. (JPM)	0.8	$28M	+5%	137k	202.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$28M		57k	479.10	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$27M	+7%	53k	500.13	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$27M	+4%	249k	106.55	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.7	$26M	+11%	518k	50.47	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$25M		67k	374.02	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.7	$25M	+4%	890k	28.02	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.7	$25M	+19%	840k	29.64	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$25M	+4%	252k	97.07	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$24M	+2%	89k	267.52	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.7	$23M	-33%	427k	54.49	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.6	$22M	+6%	475k	45.74	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.6	$21M	-8%	462k	45.44	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$21M	+6%	130k	160.41	View chart
UnitedHealth (UNH)	0.6	$21M	+4%	40k	509.23	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.6	$21M	+133%	180k	113.99	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.6	$20M	+9%	760k	26.85	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.6	$20M	+11%	417k	48.74	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	0.5	$20M		646k	30.40	View chart
Eli Lilly & Co. (LLY)	0.5	$19M	+5%	21k	905.37	View chart
Visa Com Cl A (V)	0.5	$19M	+10%	73k	262.47	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$19M	+10%	35k	547.21	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.5	$19M	-16%	241k	78.05	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$19M	+5%	294k	62.87	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.5	$18M	+12%	642k	28.70	View chart
Meta Platforms Cl A (META)	0.5	$18M	+16%	36k	504.23	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$18M	-3%	34k	544.22	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$18M	+7%	45k	406.81	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.5	$18M	-3%	223k	80.13	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$18M	+15%	229k	77.76	View chart
Lockheed Martin Corporation (LMT)	0.5	$18M	+7%	38k	467.11	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.5	$17M	+6%	460k	37.02	View chart
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)	0.5	$16M	+5%	338k	48.32	View chart
Johnson & Johnson (JNJ)	0.4	$16M	+10%	110k	146.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$16M		555k	28.92	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$16M	+3%	44k	364.50	View chart
Victory Portfolios Ii Victoryshs Us (VSMV)	0.4	$16M	+18%	346k	45.44	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$16M		176k	88.48	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.4	$15M	NEW	500k	30.92	View chart
Home Depot (HD)	0.4	$15M	+8%	44k	344.23	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$15M		69k	218.04	View chart
salesforce (CRM)	0.4	$15M	+14%	58k	257.10	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.4	$15M	+20%	166k	90.19	View chart
Invesco Db Multi-sector Comm Precious Metal (DBP)	0.4	$15M	+18%	261k	57.30	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.4	$15M	+9%	291k	50.74	View chart
Vanguard World Mega Cap Index (MGC)	0.4	$14M	+20%	72k	197.28	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$14M	+180%	54k	260.70	View chart
Abbvie (ABBV)	0.4	$14M	+12%	81k	171.52	View chart
Honeywell International (HON)	0.4	$14M	+21%	65k	213.54	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$14M		57k	242.10	View chart
Pepsi (PEP)	0.4	$14M	+7%	82k	164.93	View chart
Costco Wholesale Corporation (COST)	0.4	$13M	+2%	15k	849.98	View chart
Broadcom (AVGO)	0.4	$13M		8.1k	1605.64	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$13M	-10%	57k	226.23	View chart
Wal-Mart Stores (WMT)	0.4	$13M	+8%	188k	67.71	View chart
McDonald's Corporation (MCD)	0.3	$12M	+10%	48k	254.84	View chart
Fiserv (FI)	0.3	$12M	+13%	80k	149.04	View chart
Merck & Co (MRK)	0.3	$12M	+6%	96k	123.80	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.3	$12M	+6%	245k	48.28	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.3	$12M	+11%	128k	91.78	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.3	$12M	-21%	229k	51.44	View chart
Procter & Gamble Company (PG)	0.3	$12M	+7%	71k	164.92	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$12M		64k	182.55	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$11M		221k	49.42	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$11M		116k	93.81	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$10M	+194%	34k	303.42	View chart
Nextera Energy (NEE)	0.3	$9.9M	+123%	139k	70.81	View chart
Bank of America Corporation (BAC)	0.3	$9.8M	-8%	247k	39.77	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$9.7M	+4%	91k	106.66	View chart
Chevron Corporation (CVX)	0.3	$9.6M		61k	156.43	View chart
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT)	0.3	$9.6M	+2%	395k	24.18	View chart
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)	0.3	$9.5M	+2%	158k	60.28	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$9.2M	+17%	241k	38.42	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$9.2M	-3%	110k	84.04	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$9.2M		99k	92.54	View chart
Super Micro Computer (SMCI)	0.3	$9.1M	+12%	11k	819.35	View chart
ConocoPhillips (COP)	0.3	$9.0M	+8%	78k	114.38	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.2	$8.8M	+13%	332k	26.38	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$8.6M	-15%	96k	89.72	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$8.5M	+10%	146k	58.52	View chart
Tesla Motors (TSLA)	0.2	$8.2M	+7%	42k	197.88	View chart
Exxon Mobil Corporation (XOM)	0.2	$8.2M		71k	115.12	View chart
Ecolab (ECL)	0.2	$8.1M		34k	238.00	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$8.0M	-3%	37k	215.02	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$8.0M	+11%	68k	118.78	View chart
Chubb (CB)	0.2	$8.0M	+15%	31k	255.09	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.2	$7.9M		40k	197.46	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.2	$7.8M	+11%	133k	59.06	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$7.8M		43k	182.01	View chart
Cadence Design Systems (CDNS)	0.2	$7.8M	-9%	25k	307.75	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$7.7M		68k	112.63	View chart
American Tower Reit (AMT)	0.2	$7.7M	+12%	40k	194.36	View chart
FedEx Corporation (FDX)	0.2	$7.6M	+14%	25k	299.83	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$7.3M	+3%	146k	50.38	View chart
Northrop Grumman Corporation (NOC)	0.2	$7.3M	-6%	17k	435.90	View chart
Adobe Systems Incorporated (ADBE)	0.2	$7.2M	-11%	13k	555.57	View chart
Lowe's Companies (LOW)	0.2	$7.2M	+12%	33k	220.44	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$6.9M	+15%	15k	468.70	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$6.9M	+11%	137k	50.11	View chart
Hershey Company (HSY)	0.2	$6.8M	+16%	37k	183.83	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$6.8M	+13%	104k	65.44	View chart
Altria (MO)	0.2	$6.7M		148k	45.55	View chart
Arista Networks (ANET)	0.2	$6.7M	+3%	19k	350.47	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$6.7M	+52%	131k	50.88	View chart
Medtronic SHS (MDT)	0.2	$6.6M	+16%	84k	78.71	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.2	$6.5M		67k	96.99	View chart
Servicenow (NOW)	0.2	$6.4M	+36%	8.1k	786.64	View chart
Qualcomm (QCOM)	0.2	$6.4M	+4%	32k	199.19	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$6.2M		58k	106.78	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.2	$6.1M	+3%	173k	35.32	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$6.0M	+77%	84k	72.05	View chart
Thermo Fisher Scientific (TMO)	0.2	$6.0M	+8%	11k	553.06	View chart
Palo Alto Networks (PANW)	0.2	$6.0M	+3%	18k	339.00	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$6.0M		77k	78.33	View chart
Cisco Systems (CSCO)	0.2	$5.9M	-47%	124k	47.51	View chart
Walt Disney Company (DIS)	0.2	$5.8M	+11%	59k	99.30	View chart
Union Pacific Corporation (UNP)	0.2	$5.7M	+11%	25k	226.27	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.2	$5.6M	NEW	108k	52.25	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.2	$5.6M	+15%	158k	35.55	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.2	$5.6M	+49%	50k	112.82	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$5.5M		22k	249.62	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.2	$5.5M	-15%	113k	48.54	View chart
Verizon Communications (VZ)	0.2	$5.4M	+3%	130k	41.24	View chart
Pfizer (PFE)	0.2	$5.4M	+6%	192k	27.98	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$5.4M	+6%	153k	35.08	View chart
Netflix (NFLX)	0.1	$5.3M	+4%	7.9k	674.89	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$5.3M	+10%	88k	60.08	View chart
Zoetis Cl A (ZTS)	0.1	$5.3M	+19%	30k	173.36	View chart
Novo-nordisk A S Adr (NVO)	0.1	$5.3M	+4%	37k	142.74	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$5.2M	+7%	72k	72.65	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$5.2M	-15%	54k	97.03	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$5.2M	+2%	60k	85.67	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$5.2M	+4%	47k	110.34	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$5.1M	+3%	134k	37.67	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$5.0M		55k	91.16	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$5.0M		53k	93.65	View chart
Applied Materials (AMAT)	0.1	$5.0M	+13%	21k	235.98	View chart
Constellation Brands Cl A (STZ)	0.1	$5.0M	+11%	19k	257.26	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$4.9M		34k	145.74	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$4.9M	+13%	121k	40.78	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$4.9M	+22%	30k	164.28	View chart
Caterpillar (CAT)	0.1	$4.8M	+3%	14k	333.08	View chart
Kimberly-Clark Corporation (KMB)	0.1	$4.8M	+5%	35k	138.19	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$4.8M	+4%	71k	67.56	View chart
United Parcel Service CL B (UPS)	0.1	$4.7M	+154%	35k	136.85	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$4.7M		61k	77.83	View chart
Advanced Micro Devices (AMD)	0.1	$4.7M	+4%	29k	162.21	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.1	$4.6M	+18%	85k	53.60	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$4.6M		18k	250.14	View chart
Us Bancorp Del Com New (USB)	0.1	$4.5M	+8%	115k	39.70	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$4.5M	+81%	81k	55.50	View chart
Vanguard Wellington Us Momentum (VFMO)	0.1	$4.5M	+18%	30k	150.20	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$4.4M	-12%	26k	174.46	View chart
Quad / Graphics Com Cl A (QUAD)	0.1	$4.4M	-2%	813k	5.45	View chart
Southern Company (SO)	0.1	$4.4M	+9%	57k	77.57	View chart
Boeing Company (BA)	0.1	$4.4M	-8%	24k	182.00	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$4.3M	+7%	165k	26.29	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.1	$4.3M	NEW	170k	25.29	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$4.2M		14k	297.53	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$4.2M	NEW	165k	25.64	View chart
Block Cl A (SQ)	0.1	$4.2M	-30%	65k	64.49	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$4.2M	-4%	42k	100.84	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$4.2M		16k	262.52	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$4.1M	+12%	94k	43.76	View chart
Cheniere Energy Com New (LNG)	0.1	$4.1M	+21%	23k	174.82	View chart
Comcast Corp Cl A (CMCSA)	0.1	$4.0M	-51%	103k	39.16	View chart
Fastenal Company (FAST)	0.1	$4.0M	+8%	64k	62.85	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$4.0M		66k	60.30	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.1	$4.0M	+11%	87k	45.75	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$4.0M		77k	51.65	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$4.0M	NEW	53k	75.15	View chart
McKesson Corporation (MCK)	0.1	$4.0M	+181%	6.8k	584.00	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$3.9M		45k	88.31	View chart
Synopsys (SNPS)	0.1	$3.9M	+2%	6.6k	595.11	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$3.9M	+4%	10k	391.11	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$3.9M	-3%	33k	120.73	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$3.9M	+8%	85k	45.75	View chart
Air Products & Chemicals (APD)	0.1	$3.8M	+20%	15k	258.03	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$3.8M		46k	83.95	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$3.8M	+5%	66k	57.61	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$3.8M	+5%	34k	110.51	View chart
Simon Property (SPG)	0.1	$3.8M	-6%	25k	151.79	View chart
Shell Spon Ads (SHEL)	0.1	$3.8M	+6%	52k	72.17	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$3.8M	-2%	33k	115.47	View chart
International Flavors & Fragrances (IFF)	0.1	$3.7M	+7%	39k	95.20	View chart
Unilever Spon Adr New (UL)	0.1	$3.7M	+8%	68k	54.99	View chart
Ab Active Etfs Short Duration H	0.1	$3.7M	NEW	105k	35.11	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$3.6M		88k	41.11	View chart
Rbc Cad (RY)	0.1	$3.6M	+9%	34k	106.39	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$3.5M	+6%	135k	26.19	View chart
Realty Income (O)	0.1	$3.5M	+12%	66k	52.83	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$3.5M		50k	69.93	View chart
Sanofi Sponsored Adr (SNY)	0.1	$3.5M	+11%	72k	48.52	View chart
Eversource Energy (ES)	0.1	$3.4M	+12%	61k	56.71	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.1	$3.4M	+9%	63k	55.10	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$3.4M	+68%	33k	102.73	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$3.4M		29k	117.49	View chart
Novartis Sponsored Adr (NVS)	0.1	$3.3M	NEW	31k	106.47	View chart
Halliburton Company (HAL)	0.1	$3.3M	+21%	97k	33.78	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$3.2M	+270%	78k	41.54	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$3.1M		79k	39.72	View chart
3M Company (MMM)	0.1	$3.1M	+11%	31k	102.19	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$3.1M	NEW	23k	133.95	View chart
Coca-Cola Company (KO)	0.1	$3.1M	-49%	48k	63.64	View chart
AGCO Corporation (AGCO)	0.1	$3.0M	+30%	31k	97.88	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$3.0M	-13%	25k	123.82	View chart
Boston Scientific Corporation (BSX)	0.1	$3.0M	+9%	39k	77.02	View chart
Lululemon Athletica (LULU)	0.1	$3.0M	+95%	10k	298.69	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$3.0M		73k	40.76	View chart
Uber Technologies (UBER)	0.1	$2.9M	+8%	40k	72.67	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$2.9M	+13%	32k	91.78	View chart
BlackRock (BLK)	0.1	$2.8M	-3%	3.6k	787.23	View chart
TJX Companies (TJX)	0.1	$2.8M	+659%	26k	110.10	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$2.8M		105k	26.56	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$2.8M		27k	102.71	View chart
Watsco, Incorporated (WSO)	0.1	$2.8M	+23%	6.0k	463.27	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.7M	+2%	27k	100.39	View chart
Enterprise Products Partners (EPD)	0.1	$2.7M	+13%	94k	28.98	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$2.7M	+1117%	70k	38.70	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$2.7M	+6%	13k	202.90	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$2.7M	+26%	10k	259.32	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$2.7M	+4%	47k	56.67	View chart
Paccar (PCAR)	0.1	$2.7M	+16%	26k	102.95	View chart
Cigna Corp (CI)	0.1	$2.6M		7.9k	330.57	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.1	$2.6M		264k	9.93	View chart
Msa Safety Inc equity (MSA)	0.1	$2.6M	+25%	14k	187.69	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$2.6M	-25%	60k	43.93	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$2.6M	+9%	12k	214.51	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 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
Great Valley Advisor Group 2020 Q3 filed Oct. 21, 2020

View all past filings

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