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

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.

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

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

View all past filings