Great Valley Advisor Group

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

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Positions held by Great Valley Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Great Valley Advisor Group

Great Valley Advisor Group holds 697 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Great Valley Advisor Group has 697 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) 3.6 $77M 962k 80.22
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Apple (AAPL) 3.2 $70M 423k 164.90
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Microsoft Corporation (MSFT) 1.9 $41M +4% 142k 288.30
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First Tr Lrge Cp Core Alpha Com Shs (FEX) 1.6 $35M -3% 439k 80.50
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NVIDIA Corporation (NVDA) 1.6 $35M -15% 127k 277.77
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Spdr Ser Tr Portfolio Agrgte (SPAB) 1.6 $34M -2% 1.3M 25.79
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Amazon (AMZN) 1.5 $31M -2% 304k 103.29
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Wisdomtree Tr Us Largecap Divd (DLN) 1.4 $31M +5% 504k 61.86
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Wisdomtree Tr Us Multifactor (USMF) 1.4 $29M -3% 775k 37.55
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Ishares Tr Msci Acwi Etf (ACWI) 1.3 $28M 309k 91.16
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Spdr Ser Tr Portfolio S&p500 (SPLG) 1.2 $27M -10% 553k 48.15
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Ishares Tr National Mun Etf (MUB) 1.2 $26M +3% 242k 107.74
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.2 $25M +9% 457k 55.36
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Ishares Tr Core Us Aggbd Et (AGG) 1.1 $24M +20% 239k 99.64
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.1 $23M NEW 216k 106.37
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Ishares Tr Tips Bd Etf (TIP) 0.9 $20M +211% 180k 110.25
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Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 0.9 $20M +30% 285k 69.32
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Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $20M -2% 96k 204.10
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Ishares Tr Short Treas Bd (SHV) 0.9 $19M NEW 176k 110.50
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.9 $19M +4% 407k 46.95
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.9 $19M +173% 373k 50.32
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Vanguard Index Fds Value Etf (VTV) 0.8 $18M -22% 131k 138.11
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J P Morgan Exchange Traded F Betabuilders Usd (BBHY) 0.8 $18M NEW 397k 44.93
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Vanguard Index Fds Growth Etf (VUG) 0.8 $17M 69k 249.44
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.8 $16M -29% 434k 37.77
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Alphabet Cap Stk Cl A (GOOGL) 0.7 $16M -7% 155k 103.73
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $16M -9% 50k 320.93
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.7 $16M +3% 361k 43.94
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $15M -19% 37k 409.40
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.7 $15M -5% 202k 72.94
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JPMorgan Chase & Co. (JPM) 0.7 $15M +14% 113k 130.31
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Ishares Gold Tr Ishares New (IAU) 0.7 $15M +338% 394k 37.37
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $15M +117% 39k 376.08
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Vanguard Index Fds Small Cp Etf (VB) 0.7 $15M -3% 77k 189.56
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UnitedHealth (UNH) 0.7 $14M +10% 30k 472.60
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Alphabet Cap Stk Cl C (GOOG) 0.6 $14M +30% 131k 104.00
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Johnson & Johnson (JNJ) 0.6 $14M +27% 87k 155.00
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Wisdomtree Tr Em Ex St-owned (XSOE) 0.6 $14M +42% 484k 27.84
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Wisdomtree Tr Emg Mkts Smcap (DGS) 0.6 $13M -4% 291k 45.79
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Ishares Tr Core S&p500 Etf (IVV) 0.6 $13M 32k 411.08
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Spdr Ser Tr Port Mtg Bk Etf (SPMB) 0.6 $13M +5% 586k 22.18
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Ishares Tr Core S&p Scp Etf (IJR) 0.6 $13M +82% 134k 96.70
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Global X Fds Us Infr Dev Etf (PAVE) 0.6 $13M +17% 450k 28.35
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $13M 261k 47.85
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.6 $13M +474% 246k 50.79
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $13M +2% 145k 86.28
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Vanguard Index Fds Mid Cap Etf (VO) 0.6 $12M -7% 58k 210.93
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.6 $12M 298k 40.72
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Visa Com Cl A (V) 0.6 $12M +39% 53k 225.47
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $12M -29% 47k 244.32
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Spdr Ser Tr Portfli Intrmdit (SPTI) 0.5 $12M +439% 398k 28.94
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.5 $11M -40% 225k 49.30
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Pepsi (PEP) 0.5 $11M +40% 61k 182.30
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First Tr Exchange-traded A Sml Cap Val Alph (FYT) 0.5 $11M -26% 233k 45.69
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Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.5 $9.9M +10% 375k 26.30
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Lockheed Martin Corporation (LMT) 0.5 $9.8M +41% 21k 472.70
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Ishares Tr Blackrock Ultra (ICSH) 0.4 $9.4M 188k 50.25
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.4 $9.2M +47% 146k 62.89
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Nextera Energy (NEE) 0.4 $9.0M +44% 117k 77.08
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Victory Portfolios Ii Vcshs Us Eq Incm (CDC) 0.4 $8.9M -17% 148k 60.62
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Ishares Tr Core Msci Eafe (IEFA) 0.4 $8.9M +80% 133k 66.85
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Home Depot (HD) 0.4 $8.8M +35% 30k 295.13
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.4 $8.7M 118k 74.06
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Merck & Co (MRK) 0.4 $8.7M +6% 82k 106.39
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $8.6M +61% 248k 34.80
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Select Sector Spdr Tr Energy (XLE) 0.4 $8.5M -13% 103k 82.83
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Bank of America Corporation (BAC) 0.4 $8.2M +10% 286k 28.60
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Abbvie (ABBV) 0.4 $8.0M +19% 50k 159.38
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Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $8.0M +47% 32k 250.16
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Chevron Corporation (CVX) 0.4 $7.9M -21% 49k 163.16
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Qualcomm (QCOM) 0.4 $7.9M +116% 62k 127.59
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Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.4 $7.8M NEW 291k 26.96
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Broadcom (AVGO) 0.4 $7.7M +33% 12k 641.52
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $7.7M 121k 63.89
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $7.6M -4% 104k 73.83
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Ishares Tr S&p 500 Val Etf (IVE) 0.3 $7.4M 49k 151.76
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Procter & Gamble Company (PG) 0.3 $7.3M +6% 49k 148.69
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Ishares Tr Msci Eafe Etf (EFA) 0.3 $7.3M 102k 71.52
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McDonald's Corporation (MCD) 0.3 $7.1M +46% 26k 279.59
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $7.1M 77k 92.09
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Walt Disney Company (DIS) 0.3 $7.1M -7% 70k 100.13
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Vanguard Specialized Funds Div App Etf (VIG) 0.3 $7.0M +4% 46k 154.00
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Spdr Gold Tr Gold Shs (GLD) 0.3 $6.9M +5% 38k 183.21
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Tesla Motors (TSLA) 0.3 $6.7M +11% 33k 207.45
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Wal-Mart Stores (WMT) 0.3 $6.7M +61% 46k 147.44
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $6.7M +2% 74k 90.55
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Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.3 $6.6M +1027% 137k 47.75
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Costco Wholesale Corporation (COST) 0.3 $6.6M -4% 13k 496.84
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Eli Lilly & Co. (LLY) 0.3 $6.5M -24% 19k 343.39
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Altria (MO) 0.3 $6.5M -13% 145k 44.62
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.3 $6.4M +7% 85k 75.50
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $6.2M +1594% 83k 75.55
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $6.2M -25% 84k 73.16
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Fiserv (FISV) 0.3 $6.2M +54% 55k 113.04
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $6.1M -37% 20k 308.76
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BlackRock (BLK) 0.3 $6.1M +144% 9.0k 669.15
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United Parcel Service CL B (UPS) 0.3 $6.0M +102% 31k 193.97
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Ecolab (ECL) 0.3 $5.9M 36k 165.53
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Raytheon Technologies Corp (RTX) 0.3 $5.8M +63% 59k 97.93
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Select Sector Spdr Tr Technology (XLK) 0.3 $5.7M -26% 38k 151.01
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Ishares Tr Msci Usa Min Vol (USMV) 0.3 $5.7M 78k 72.73
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Block Cl A (SQ) 0.3 $5.4M +6% 79k 68.66
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $5.4M -26% 55k 99.12
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salesforce (CRM) 0.2 $5.4M -18% 27k 199.80
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.2 $5.4M +42% 73k 73.83
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Spdr Ser Tr Portfolio Short (SPSB) 0.2 $5.3M -38% 177k 29.63
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.2 $5.2M +28% 128k 41.03
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Ishares Tr Rus 1000 Etf (IWB) 0.2 $5.2M 23k 225.21
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Medtronic SHS (MDT) 0.2 $5.1M +206% 63k 80.62
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Mondelez Intl Cl A (MDLZ) 0.2 $5.0M +151% 72k 69.72
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Vaneck Etf Trust Long Muni Etf (MLN) 0.2 $5.0M NEW 278k 18.01
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Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.2 $4.9M +12% 106k 46.82
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Blackstone Group Inc Com Cl A (BX) 0.2 $4.9M +84% 56k 87.85
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Pfizer (PFE) 0.2 $4.9M -23% 119k 40.80
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Lowe's Companies (LOW) 0.2 $4.8M -5% 24k 199.99
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ConocoPhillips (COP) 0.2 $4.7M +66% 48k 99.22
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Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.2 $4.7M +21% 112k 42.35
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Indexiq Active Etf Tr Iq Mackay Intrme (MMIT) 0.2 $4.7M NEW 193k 24.59
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Verizon Communications (VZ) 0.2 $4.7M +5% 120k 38.89
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Exxon Mobil Corporation (XOM) 0.2 $4.6M +22% 42k 109.67
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Ishares Tr Dow Jones Us Etf (IYY) 0.2 $4.6M -21% 46k 100.07
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Honeywell International (HON) 0.2 $4.6M +5% 24k 191.13
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $4.6M -8% 30k 152.25
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $4.6M -12% 93k 48.79
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Vanguard Index Fds Large Cap Etf (VV) 0.2 $4.5M 24k 186.82
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First Tr Exchange-traded Ny Arca Biotech (FBT) 0.2 $4.5M +1655% 29k 155.03
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $4.4M +2% 21k 216.40
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $4.3M +5% 171k 25.48
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Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $4.3M 83k 51.74
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Boeing Company (BA) 0.2 $4.2M 20k 212.42
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Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.2 $4.2M +2722% 166k 25.04
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $4.1M -8% 92k 45.17
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $4.1M +2% 46k 91.04
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First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.2 $4.1M 32k 130.52
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Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $4.1M -29% 328k 12.47
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $4.1M -32% 126k 32.12
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Enterprise Products Partners (EPD) 0.2 $4.1M -23% 157k 25.90
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $4.0M -74% 31k 129.46
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Meta Platforms Cl A (META) 0.2 $4.0M -26% 19k 211.94
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $3.9M 78k 50.54
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Metropcs Communications (TMUS) 0.2 $3.9M +122% 27k 144.83
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Thermo Fisher Scientific (TMO) 0.2 $3.9M -3% 6.8k 576.30
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $3.9M 77k 50.66
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $3.9M +3% 57k 67.86
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John Hancock Exchange Traded Multifactor Mi (JHMM) 0.2 $3.9M +674% 81k 47.89
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $3.8M +14% 112k 34.13
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Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $3.7M 46k 80.66
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Coca-Cola Company (KO) 0.2 $3.7M -3% 60k 62.03
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $3.7M -57% 40k 91.82
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Janus Detroit Str Tr Hendersn Cap Etf (JSML) 0.2 $3.7M -14% 73k 50.22
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $3.7M +25% 56k 65.16
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Select Sector Spdr Tr Financial (XLF) 0.2 $3.6M -33% 113k 32.15
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $3.6M +147% 31k 117.65
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Vaneck Etf Trust Oil Services Etf (OIH) 0.2 $3.5M 13k 277.14
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $3.5M -12% 72k 48.92
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $3.5M -24% 33k 106.20
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Cisco Systems (CSCO) 0.2 $3.5M +39% 66k 52.27
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $3.5M -15% 45k 76.50
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Ishares Tr MRGSTR MD CP GRW (IMCG) 0.2 $3.4M +42% 60k 57.56
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Zoetis Cl A (ZTS) 0.2 $3.4M +16% 20k 166.45
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $3.3M -7% 83k 40.40
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.2 $3.3M +48% 66k 50.63
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Spdr Ser Tr S&p Oilgas Exp (XOP) 0.2 $3.3M -11% 26k 127.59
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Oracle Corporation (ORCL) 0.1 $3.2M -8% 35k 92.93
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $3.2M +3% 9.5k 332.63
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $3.2M 57k 55.21
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Air Products & Chemicals (APD) 0.1 $3.1M +9% 11k 287.19
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Proshares Tr S&p Tech Dividen (TDV) 0.1 $3.1M NEW 51k 61.17
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Charles Schwab Corporation (SCHW) 0.1 $3.1M NEW 60k 52.38
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $3.0M -36% 48k 62.34
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $3.0M +9% 124k 24.07
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Anthem (ELV) 0.1 $2.9M -18% 6.4k 459.83
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Fifth Third Ban (FITB) 0.1 $2.9M +902% 110k 26.65
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $2.9M +11% 55k 52.70
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Caterpillar (CAT) 0.1 $2.9M +52% 13k 228.85
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $2.9M 117k 24.52
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $2.9M +3% 26k 109.24
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $2.9M +8% 13k 226.80
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $2.9M +4% 10k 285.83
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First Tr Exchange Traded Finls Alphadex (FXO) 0.1 $2.8M +4% 76k 37.33
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Cigna Corp (CI) 0.1 $2.8M +199% 11k 255.51
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Simon Property (SPG) 0.1 $2.7M 24k 111.97
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Union Pacific Corporation (UNP) 0.1 $2.7M +37% 13k 201.27
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Invesco Exchange Traded Fd T S&p500 Eql Stp (RHS) 0.1 $2.7M 16k 170.40
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Ishares Tr Faln Angls Usd (FALN) 0.1 $2.6M 103k 25.27
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $2.6M -5% 18k 144.63
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Vmware Cl A Com (VMW) 0.1 $2.6M +3% 21k 124.83
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Ishares Tr Eafe Grwth Etf (EFG) 0.1 $2.6M -2% 28k 93.69
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Invesco Exchange Traded Fd T Dynmc Enrg Exp (PXE) 0.1 $2.5M 93k 26.99
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Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $2.5M -38% 24k 101.19
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First Tr Exchange-traded Mngd Futrs Strgy (FMF) 0.1 $2.4M -26% 52k 47.01
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $2.4M 14k 178.41
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $2.4M 19k 123.72
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General Motors Company (GM) 0.1 $2.4M +7% 65k 36.68
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Cadence Design Systems (CDNS) 0.1 $2.4M 11k 210.09
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Ishares Tr Eafe Value Etf (EFV) 0.1 $2.3M +6% 48k 48.53
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $2.3M -2% 7.5k 310.52
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Alps Etf Tr Equal Sec Etf (EQL) 0.1 $2.3M 23k 99.53
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Sprott Physical Silver Tr Tr Unit (PSLV) 0.1 $2.3M +8% 274k 8.34
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Spdr Ser Tr S&p Regl Bkg (KRE) 0.1 $2.3M +705% 52k 43.86
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Fastenal Company (FAST) 0.1 $2.2M 42k 53.93
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Vanguard World Fds Health Car Etf (VHT) 0.1 $2.2M +3% 9.4k 238.45
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Delta Air Lines Inc Del Com New (DAL) 0.1 $2.2M +12% 63k 34.93
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $2.2M -46% 29k 74.73
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Ishares Tr Core Msci Total (IXUS) 0.1 $2.1M +4% 34k 61.95
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Sprott Physical Gold Tr Unit (PHYS) 0.1 $2.1M +37% 137k 15.46
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Abbott Laboratories (ABT) 0.1 $2.1M -23% 21k 101.25
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First Tr Value Line Divid In SHS (FVD) 0.1 $2.1M +6% 52k 40.16
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Deere & Company (DE) 0.1 $2.1M +20% 5.0k 412.91
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Exchange Traded Concepts Tr Robo Glb Etf (ROBO) 0.1 $2.0M +8% 37k 54.72
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Target Corporation (TGT) 0.1 $2.0M -3% 12k 165.63
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Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $2.0M +28% 68k 29.47
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Kla Corp Com New (KLAC) 0.1 $2.0M +7% 5.0k 399.13
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Netflix (NFLX) 0.1 $2.0M +6% 5.8k 345.42
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Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA) 0.1 $2.0M -39% 44k 45.25
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $2.0M -5% 24k 82.15
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First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.1 $2.0M NEW 100k 19.88
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Adobe Systems Incorporated (ADBE) 0.1 $2.0M -5% 5.1k 385.28
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AGCO Corporation (AGCO) 0.1 $1.9M +5% 14k 135.20
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $1.9M -76% 25k 76.18
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $1.9M +11% 37k 51.28
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Amgen (AMGN) 0.1 $1.9M +15% 7.7k 241.83
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World Gold Tr Spdr Gld Minis (GLDM) 0.1 $1.9M NEW 47k 39.12
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4068594 Enphase Energy (ENPH) 0.1 $1.9M +33% 8.8k 210.28
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Advanced Micro Devices (AMD) 0.1 $1.8M -20% 19k 98.00
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Northrop Grumman Corporation (NOC) 0.1 $1.8M +25% 3.9k 461.82
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $1.8M -6% 20k 91.24
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First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $1.8M +33% 112k 15.96
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Ishares Core Msci Emkt (IEMG) 0.1 $1.8M +5% 36k 48.79
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.1 $1.7M +377% 32k 54.92
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Vanguard World Fds Comm Srvc Etf (VOX) 0.1 $1.7M +2% 18k 96.67
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $1.7M -5% 37k 46.55
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Invesco Exchange Traded Fd T S&p500 Eql Hlt (RYH) 0.1 $1.7M 5.8k 291.66
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Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.1 $1.7M -33% 12k 136.76
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Airbnb Com Cl A (ABNB) 0.1 $1.6M -3% 13k 124.38
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Ford Motor Company (F) 0.1 $1.6M +5% 130k 12.60
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Arista Networks (ANET) 0.1 $1.6M 9.7k 167.84
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International Business Machines (IBM) 0.1 $1.6M -15% 12k 131.09
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $1.6M -5% 36k 44.88
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At&t (T) 0.1 $1.6M +14% 84k 19.25
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Hershey Company (HSY) 0.1 $1.6M -60% 6.3k 254.36
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Paypal Holdings (PYPL) 0.1 $1.6M +4% 21k 75.92
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Ishares Tr Core Div Grwth (DGRO) 0.1 $1.6M +5% 32k 49.99
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PNC Financial Services (PNC) 0.1 $1.6M +83% 12k 127.09
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $1.6M -35% 19k 81.22
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Invesco Exchange Traded Fd T S&p500 Eql Enr (RYE) 0.1 $1.6M 23k 68.33
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CSX Corporation (CSX) 0.1 $1.5M 52k 29.94
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Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $1.5M +13% 19k 80.55
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Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $1.5M -3% 17k 88.74
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Phillips 66 (PSX) 0.1 $1.5M -32% 15k 101.40
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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