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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, NVDA, DCOR, AAPL, SPLG, and represent 11.74% of Great Valley Advisor Group's stock portfolio.
Added to shares of these 10 stocks: VFMO (+$47M), JMEE (+$39M), FDV (+$37M), JGRO (+$37M), JAVA (+$37M), VSDA (+$33M), SPLG (+$27M), IDMO (+$23M), JPST (+$16M), TCAF (+$12M).
Started 79 new stock positions in DIVB, ZECP, CALF, GOF, NRG, MSI, DGCB, JAVA, GSHD, BUFD.
Reduced shares in these 10 stocks: SPMD (-$35M), SPSM (-$16M), QEFA (-$15M), AVUS (-$11M), NFTY (-$9.6M), EPI (-$8.8M), MDLZ (-$8.3M), JPM (-$6.4M), JIRE (-$6.0M), CB (-$5.6M).
Sold out of its positions in AGCO, ADX, ALB, BLOK, MJ, BIPC, CLS, CMG, INCO, CFLT.
Great Valley Advisor Group was a net buyer of stock by $281M.
Great Valley Advisor Group has $4.6B in assets under management (AUM), dropping by 4.03%.
Central Index Key (CIK): 0001769897

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Portfolio Holdings for Great Valley Advisor Group

Great Valley Advisor Group holds 868 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Great Valley Advisor Group has 868 total positions. Only the first 250 positions are shown.

Sign up to view all of the Great Valley Advisor Group March 31, 2025 positions
Download the Great Valley Advisor Group March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.8	$131M		1.6M	81.76	View chart
NVIDIA Corporation (NVDA)	2.6	$123M	-2%	1.1M	108.38	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	2.4	$110M	+3%	1.8M	61.58	View chart
Apple (AAPL)	2.1	$97M		438k	222.13	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.8	$85M	+47%	1.3M	65.76	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	1.8	$82M	+8%	1.0M	79.37	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	1.8	$81M		868k	93.67	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	1.7	$77M	+3%	2.8M	27.26	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.4	$66M	+32%	1.3M	50.63	View chart
Amazon (AMZN)	1.3	$62M		328k	190.24	View chart
Microsoft Corporation (MSFT)	1.3	$62M	-5%	166k	375.39	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.3	$61M	+2%	2.2M	27.77	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.3	$60M	+11%	2.3M	25.54	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.3	$59M	+4%	959k	61.89	View chart
Vanguard Wellington Us Momentum (VFMO)	1.3	$59M	+398%	388k	151.71	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	1.2	$56M		2.1M	27.30	View chart
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)	1.1	$53M	+167%	1.0M	51.31	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	1.1	$50M	+30%	1.4M	34.27	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	1.1	$49M	+311%	657k	74.79	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$45M	+10%	752k	60.17	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.9	$43M		368k	116.39	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.9	$42M	+5%	701k	59.75	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.9	$41M	-12%	641k	63.72	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.9	$40M	-27%	986k	40.77	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.9	$40M	+11%	1.2M	32.38	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.8	$39M	NEW	691k	56.28	View chart
Federated Hermes Etf Trust Us Strategic Div (FDV)	0.8	$37M	NEW	1.3M	27.99	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.8	$37M	NEW	568k	64.43	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$34M	+10%	346k	98.80	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.7	$33M	-51%	639k	51.18	View chart
Meta Platforms Cl A (META)	0.7	$33M	+23%	57k	576.36	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.7	$32M	-31%	409k	78.96	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.7	$32M	+2%	959k	32.98	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.7	$31M	-6%	606k	50.71	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$30M		286k	105.44	View chart
JPMorgan Chase & Co. (JPM)	0.6	$30M	-17%	122k	245.32	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$29M	+2%	62k	468.92	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.6	$29M	+8%	1.1M	26.82	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$28M	+2%	50k	559.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$28M	-14%	177k	156.23	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.6	$26M	-11%	515k	51.07	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$26M		71k	370.14	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$26M	+2%	150k	172.75	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$25M	+6%	907k	27.96	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$25M		47k	532.59	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.5	$25M	+5%	871k	28.63	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.5	$25M		541k	46.05	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$25M	+38%	96k	258.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$25M	+2%	90k	274.82	View chart
Visa Com Cl A (V)	0.5	$25M	-8%	70k	350.46	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.5	$24M	+7%	491k	49.62	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.5	$24M	+16%	476k	50.85	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.5	$24M	+4%	209k	114.08	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$24M		153k	154.64	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.5	$23M	NEW	530k	44.16	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.5	$23M	+19%	290k	80.37	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$22M	+15%	424k	51.81	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	0.5	$21M	-4%	674k	31.51	View chart
UnitedHealth (UNH)	0.4	$21M		40k	523.75	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$21M	-5%	169k	122.74	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.4	$20M	+2%	520k	37.73	View chart
Eli Lilly & Co. (LLY)	0.4	$19M	-5%	23k	825.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$19M	+20%	641k	29.69	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$19M	-20%	36k	513.73	View chart
Invesco Db Multi-sector Comm Precious Metal (DBP)	0.4	$18M	-2%	253k	70.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$17M	-6%	31k	561.89	View chart
Abbvie (ABBV)	0.4	$17M	-2%	82k	209.52	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$17M		189k	90.59	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.4	$17M	+204%	711k	23.61	View chart
Costco Wholesale Corporation (COST)	0.4	$16M	+4%	17k	945.97	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$16M	+3%	94k	173.23	View chart
salesforce (CRM)	0.3	$16M	-8%	60k	268.36	View chart
Victory Portfolios Ii Victoryshs Us (VSMV)	0.3	$16M		333k	48.43	View chart
Chevron Corporation (CVX)	0.3	$16M	-11%	96k	167.29	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.3	$16M		175k	91.73	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$16M	+6%	72k	221.77	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$16M	+24%	82k	193.99	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$16M	+19%	198k	79.86	View chart
McDonald's Corporation (MCD)	0.3	$15M	-21%	49k	312.37	View chart
Wal-Mart Stores (WMT)	0.3	$15M	-21%	173k	87.79	View chart
Fiserv (FI)	0.3	$15M	-12%	68k	220.82	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$15M		41k	361.09	View chart
Broadcom (AVGO)	0.3	$15M	+3%	88k	167.43	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$14M	-5%	669k	21.53	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$14M	+238%	188k	76.57	View chart
Lockheed Martin Corporation (LMT)	0.3	$14M	-17%	32k	446.81	View chart
Honeywell International (HON)	0.3	$14M	-4%	67k	211.75	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$14M	+17%	258k	54.76	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$14M	+22%	65k	211.47	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.3	$14M	+278%	499k	27.39	View chart
Pepsi (PEP)	0.3	$13M	-19%	89k	149.94	View chart
Vanguard World Mega Cap Index (MGC)	0.3	$13M	-4%	65k	204.55	View chart
Home Depot (HD)	0.3	$13M	-6%	36k	366.50	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.3	$13M	+276%	332k	39.94	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$13M	+125%	79k	160.54	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.3	$12M	+4%	257k	48.31	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$12M	+12%	142k	87.17	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$12M		239k	50.83	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$12M	+5%	131k	92.84	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$12M	+2%	57k	207.08	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.3	$12M	NEW	380k	31.11	View chart
Ecolab (ECL)	0.2	$12M	+38%	46k	253.52	View chart
Johnson & Johnson (JNJ)	0.2	$12M	-22%	69k	165.84	View chart
Bank of America Corporation (BAC)	0.2	$11M	+8%	259k	41.73	View chart
Netflix (NFLX)	0.2	$11M	+36%	12k	932.55	View chart
Procter & Gamble Company (PG)	0.2	$11M	-21%	63k	170.42	View chart
Nextera Energy (NEE)	0.2	$10M	-4%	147k	70.90	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$10M	-7%	33k	312.03	View chart
Palo Alto Networks (PANW)	0.2	$10M	+73%	60k	170.92	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.2	$10M	-4%	438k	23.42	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$10M	-4%	110k	92.88	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.2	$10M	-2%	422k	23.97	View chart
Air Products & Chemicals (APD)	0.2	$10M		34k	295.03	View chart
Tesla Motors (TSLA)	0.2	$10M	+7%	39k	259.15	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$10M		35k	288.14	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$10M	-5%	96k	104.57	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$9.6M	-4%	107k	89.64	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$9.4M		161k	58.35	View chart
Merck & Co (MRK)	0.2	$9.3M	-4%	104k	89.74	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$9.3M	+335%	261k	35.64	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$9.0M	+336%	275k	32.61	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.2	$8.9M	+9%	146k	60.86	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.2	$8.9M	+282%	149k	59.68	View chart
Altria (MO)	0.2	$8.8M		147k	60.02	View chart
ConocoPhillips (COP)	0.2	$8.7M	-11%	83k	105.02	View chart
American Tower Reit (AMT)	0.2	$8.6M	-3%	39k	217.60	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$8.5M	+28%	171k	49.89	View chart
Ab Active Etfs Short Duration H (SYFI)	0.2	$8.5M	+8%	240k	35.54	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$8.5M	+12%	233k	36.41	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$8.4M		44k	190.58	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$8.3M	+176%	164k	50.33	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$8.2M	-2%	417k	19.75	View chart
Lowe's Companies (LOW)	0.2	$8.1M	+4%	35k	233.87	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$8.1M		306k	26.35	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$8.1M	+35%	141k	57.14	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.2	$7.8M	-10%	300k	26.02	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$7.6M		66k	115.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.2	$7.6M	+233%	198k	38.66	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.2	$7.6M	+22%	155k	49.18	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.2	$7.6M	+9%	295k	25.81	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$7.5M	+9%	191k	39.37	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$7.4M	-3%	149k	49.63	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.2	$7.3M		201k	36.29	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.2	$7.2M	+7%	134k	53.52	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$7.1M	+22%	75k	95.39	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$7.1M	+10%	64k	111.09	View chart
Adobe Systems Incorporated (ADBE)	0.2	$7.0M	-9%	18k	383.55	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.1	$6.8M	+181%	231k	29.24	View chart
Thermo Fisher Scientific (TMO)	0.1	$6.7M	+11%	14k	493.33	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$6.6M		162k	40.77	View chart
Exxon Mobil Corporation (XOM)	0.1	$6.5M	-34%	55k	118.93	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.1	$6.5M	-2%	63k	102.46	View chart
Arista Networks Com Shs (ANET)	0.1	$6.5M	+10%	83k	77.49	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.1	$6.4M	+4%	100k	64.60	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$6.4M		181k	35.05	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$6.3M	-2%	110k	57.30	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$6.2M	-2%	82k	75.65	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$6.2M		75k	81.73	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$6.1M	+2%	24k	257.91	View chart
Novo-nordisk A S Adr (NVO)	0.1	$6.1M	-2%	88k	69.44	View chart
Servicenow (NOW)	0.1	$6.1M	+2%	7.6k	796.08	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$6.0M	+13%	35k	172.91	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$5.9M		50k	117.52	View chart
Advanced Micro Devices (AMD)	0.1	$5.7M	+95%	55k	102.73	View chart
Morgan Stanley Com New (MS)	0.1	$5.6M	+591%	48k	116.67	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$5.6M	-43%	12k	484.82	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.1	$5.3M		161k	33.21	View chart
Qualcomm (QCOM)	0.1	$5.3M		34k	153.62	View chart
Walt Disney Company (DIS)	0.1	$5.3M		53k	98.70	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$5.3M	-8%	76k	69.54	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$5.2M	+68%	157k	33.40	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$5.2M	+16%	194k	26.79	View chart
Cheniere Energy Com New (LNG)	0.1	$5.1M		22k	231.40	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$5.1M	+3%	124k	41.39	View chart
Cadence Design Systems (CDNS)	0.1	$5.0M	-39%	20k	254.33	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$4.9M	+26%	67k	73.46	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$4.9M	+5%	82k	59.84	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$4.8M		26k	188.16	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$4.7M	+5%	94k	49.73	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$4.7M	+3%	75k	61.78	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$4.7M		50k	93.53	View chart
Cisco Systems (CSCO)	0.1	$4.5M		73k	61.64	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$4.5M	-13%	15k	306.60	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$4.4M	+119%	51k	87.63	View chart
Chubb (CB)	0.1	$4.4M	-56%	15k	301.99	View chart
Simon Property (SPG)	0.1	$4.4M	+4%	26k	166.08	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$4.4M		17k	251.77	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$4.4M		85k	51.18	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$4.3M	-4%	166k	26.20	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$4.3M		37k	117.50	View chart
Zoetis Cl A (ZTS)	0.1	$4.3M	-6%	26k	164.64	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$4.3M	+6%	187k	22.98	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$4.3M	-25%	45k	96.67	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$4.3M	+3%	169k	25.42	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$4.2M	-3%	45k	93.68	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$4.1M		78k	53.31	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$4.1M		98k	42.06	View chart
Fastenal Company (FAST)	0.1	$4.1M		53k	77.56	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.1	$4.1M		91k	45.07	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$4.1M	-73%	44k	92.38	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$4.1M	+2%	90k	45.26	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$4.0M		87k	46.02	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$4.0M	+36%	11k	352.27	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$4.0M	+89%	48k	82.73	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$4.0M		64k	62.10	View chart
Oracle Corporation (ORCL)	0.1	$3.9M	+34%	28k	139.82	View chart
Boston Scientific Corporation (BSX)	0.1	$3.9M	-3%	39k	100.86	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$3.9M		66k	58.96	View chart
Quad / Graphics Com Cl A (QUAD)	0.1	$3.9M		717k	5.45	View chart
Cigna Corp (CI)	0.1	$3.9M		12k	328.99	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.1	$3.9M		158k	24.50	View chart
Coca-Cola Company (KO)	0.1	$3.9M	+6%	54k	71.62	View chart
Halliburton Company (HAL)	0.1	$3.9M	+20%	152k	25.37	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.1	$3.8M	+13%	71k	53.84	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.1	$3.8M	+242%	30k	126.31	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$3.8M	+9%	41k	92.84	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$3.7M	+34%	154k	24.00	View chart
Enterprise Products Partners (EPD)	0.1	$3.7M	+7%	111k	33.33	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$3.7M	+3%	8.7k	419.62	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$3.7M	-3%	43k	85.98	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$3.7M		54k	68.06	View chart
Blackrock (BLK)	0.1	$3.7M		3.9k	946.11	View chart
Abbott Laboratories (ABT)	0.1	$3.6M	+9%	28k	132.65	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$3.6M		40k	91.53	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$3.6M	+94%	90k	40.41	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$3.6M	-69%	54k	67.85	View chart
International Business Machines (IBM)	0.1	$3.6M		15k	248.52	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$3.6M		27k	132.64	View chart
Emcor (EME)	0.1	$3.6M	+48%	9.1k	388.89	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$3.5M	+14%	26k	134.62	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$3.5M		14k	255.52	View chart
Caterpillar (CAT)	0.1	$3.5M	+4%	11k	329.78	View chart
Uber Technologies (UBER)	0.1	$3.5M		47k	72.86	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$3.4M	+41%	43k	78.41	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$3.4M	+3%	25k	137.41	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$3.4M		24k	139.78	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$3.3M	+7%	75k	44.59	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$3.2M	+37%	88k	36.81	View chart
Northrop Grumman Corporation (NOC)	0.1	$3.2M	-62%	6.3k	508.20	View chart
Union Pacific Corporation (UNP)	0.1	$3.2M	-7%	13k	236.13	View chart
Philip Morris International (PM)	0.1	$3.2M	-3%	20k	158.73	View chart
Amgen (AMGN)	0.1	$3.2M	-47%	10k	311.57	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$3.2M	+250%	92k	34.16	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$3.1M	+59%	46k	68.01	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$3.1M	+5%	13k	244.62	View chart
Verizon Communications (VZ)	0.1	$3.1M	-4%	69k	45.40	View chart
Palantir Technologies Cl A (PLTR)	0.1	$3.1M	-23%	37k	84.40	View chart
Super Micro Computer Com New (SMCI)	0.1	$3.0M	-15%	88k	34.00	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$2.9M	+39%	40k	73.45	View chart
Citigroup Com New (C)	0.1	$2.9M	+20%	42k	70.99	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 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
Great Valley Advisor Group 2021 Q3 filed Oct. 14, 2021
Great Valley Advisor Group 2021 Q2 filed July 27, 2021

View all past filings

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