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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, SPYM, DLN, QGRO, AAPL, and represent 12.11% of Great Valley Advisor Group's stock portfolio.
Added to shares of these 10 stocks: LDUR (+$33M), SPY (+$17M), EMF (+$17M), AIRR (+$17M), JEPI (+$15M), SPTM (+$15M), QQQ (+$14M), SMH (+$7.5M), XAGG (+$7.4M), CGMM (+$6.8M).
Started 109 new stock positions in IMO, CGGE, PODD, LHX, JAZZ, PGX, NTAP, PMMR, JIVE, CHRW.
Reduced shares in these 10 stocks: BOND (-$15M), CORP (-$13M), UTES (-$8.1M), XMMO (-$8.1M), CGMS (-$7.8M), SLV (-$5.7M), QCOM (-$5.5M), XLK, JMBS, IDVO.
Sold out of its positions in Alpine Global Premier Pptys Fd Com Sbi cef, AVAV, APO, AstraZeneca, BIIB, BR, BIPC, CVS, DPZ, EXACT Sciences Corporation.
Great Valley Advisor Group was a net buyer of stock by $374M.
Great Valley Advisor Group has $5.5B in assets under management (AUM), dropping by 5.74%.
Central Index Key (CIK): 0001769897

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Portfolio Holdings for Great Valley Advisor Group

Great Valley Advisor Group holds 999 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Great Valley Advisor Group has 999 total positions. Only the first 250 positions are shown.

Sign up to view all of the Great Valley Advisor Group March 31, 2026 positions
Download the Great Valley Advisor Group March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	3.5	$194M	+2%	1.1M	174.40	View chart
Spdr Series Trust State Street Spd (SPYM)	2.3	$129M		1.7M	76.54	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	2.2	$120M	+4%	1.3M	89.33	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	2.1	$116M	+6%	1.1M	105.03	View chart
Apple (AAPL)	2.0	$108M	+2%	427k	253.79	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.6	$88M	-14%	956k	92.28	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	1.4	$76M	+6%	1.4M	54.84	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.4	$76M		817k	92.69	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	1.4	$75M	-9%	2.7M	27.23	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.3	$71M	+2%	884k	80.58	View chart
Amazon (AMZN)	1.2	$68M	+7%	324k	208.27	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	1.2	$65M	+10%	1.6M	39.48	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.1	$62M		813k	75.74	View chart
Microsoft Corporation (MSFT)	1.1	$61M	+6%	164k	370.17	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	1.1	$59M	+2%	1.5M	40.54	View chart
Spdr Series Trust State Street Spd (SPSM)	1.1	$58M	+6%	1.2M	48.32	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	1.0	$57M	+2%	791k	71.75	View chart
Federated Hermes Etf Trust Us Strategic Div (FDV)	1.0	$56M	+4%	1.8M	30.80	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.0	$53M	+10%	1.3M	40.19	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$53M	+34%	92k	577.18	View chart
Victory Portfolios Ii Victoryshs Us (VSMV)	0.9	$51M	+4%	904k	56.57	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.9	$50M	-13%	344k	145.02	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$48M		167k	286.86	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$47M	+57%	72k	650.34	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.8	$47M	-2%	550k	84.52	View chart
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)	0.8	$45M	-5%	824k	54.50	View chart
Spdr Series Trust State Street Spd (SPMD)	0.8	$44M	+8%	738k	59.22	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.8	$43M	+2%	1.2M	35.59	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.7	$41M		817k	50.37	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.7	$40M	+7%	973k	41.54	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.7	$40M	+18%	1.5M	27.15	View chart
Spdr Series Trust State Street Spd (SPYG)	0.7	$39M	+19%	398k	97.91	View chart
Spdr Series Trust State Street Spd (SPAB)	0.7	$39M	+6%	1.5M	25.62	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.7	$37M	+3%	555k	66.77	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$36M		126k	287.56	View chart
Spdr Series Trust State Street Spd (SPYV)	0.6	$35M	+9%	622k	56.58	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.6	$33M	NEW	344k	95.82	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.6	$33M	+11%	588k	55.52	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$32M	+2%	322k	99.27	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.6	$32M	+2%	1.1M	27.85	View chart
Vanguard Wellington Us Momentum (VFMO)	0.6	$32M		161k	197.10	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.6	$32M	+8%	638k	49.38	View chart
Spdr Series Trust State Street Spd (SPTI)	0.6	$31M	+8%	1.1M	28.66	View chart
Broadcom (AVGO)	0.6	$31M		101k	309.51	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.6	$31M		493k	62.56	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$31M	+4%	998k	30.68	View chart
JPMorgan Chase & Co. (JPM)	0.5	$30M	+3%	102k	294.15	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$30M		209k	142.43	View chart
Meta Platforms Cl A (META)	0.5	$30M	-4%	52k	572.12	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$29M		67k	436.80	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.5	$29M	+5%	568k	50.81	View chart
Rbb Fund Trust First Eagle Over (FEOE)	0.5	$28M	+5%	549k	50.46	View chart
Spdr Index Shs Fds State Street Spd (QEFA)	0.5	$27M	+9%	289k	93.27	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.5	$27M	+27%	633k	42.54	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$27M	-2%	84k	320.81	View chart
Ishares Silver Tr Ishares (SLV)	0.5	$26M	-18%	380k	68.14	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$26M		131k	196.20	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	0.5	$25M	-13%	627k	40.47	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$25M	+43%	65k	383.41	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.4	$24M	+2%	482k	48.93	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.4	$23M	+2%	477k	48.02	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$23M	-6%	38k	597.55	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.4	$22M	-16%	496k	45.18	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.4	$22M	+4%	493k	45.17	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.4	$22M	+6%	482k	46.07	View chart
Ishares Tr Msci Usa Quality (GARP)	0.4	$22M	+4%	345k	63.97	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$22M	+4%	33k	653.19	View chart
Wal-Mart Stores (WMT)	0.4	$21M	+3%	172k	124.28	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$20M	+280%	356k	56.68	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.4	$20M	+512%	179k	110.78	View chart
Spdr Series Trust State Street Spd (SPTM)	0.4	$20M	+281%	249k	79.06	View chart
Eli Lilly & Co. (LLY)	0.4	$20M	+11%	21k	919.76	View chart
Capital Group Core Balanced SHS (CGBL)	0.4	$19M	+13%	563k	34.41	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.3	$19M	+12%	381k	48.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$18M		64k	287.18	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.3	$18M	+5%	305k	60.10	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$18M	-3%	70k	261.92	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$18M	+35%	171k	106.15	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$18M	+2%	232k	77.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$18M	+5%	37k	479.19	View chart
Tesla Motors (TSLA)	0.3	$18M	+27%	47k	371.76	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$17M	-21%	131k	132.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.3	$17M	+6%	514k	33.77	View chart
Abbvie (ABBV)	0.3	$17M	+9%	78k	217.49	View chart
Templeton Emerging Markets (EMF)	0.3	$17M	NEW	969k	17.49	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$17M	+4%	40k	426.39	View chart
Spdr Series Trust State Street Spd (BIL)	0.3	$17M	+4%	182k	91.64	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$17M	+58%	49k	337.95	View chart
Johnson & Johnson (JNJ)	0.3	$17M	-3%	67k	244.44	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$16M	-8%	76k	215.07	View chart
Visa Com Cl A (V)	0.3	$16M		52k	302.24	View chart
McDonald's Corporation (MCD)	0.3	$15M	+15%	49k	310.78	View chart
Netflix (NFLX)	0.3	$15M	+12%	157k	96.15	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$14M	-5%	32k	430.30	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$14M	+38%	177k	78.41	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.3	$14M	+15%	303k	45.65	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.2	$14M		213k	63.91	View chart
Honeywell International (HON)	0.2	$14M	+25%	60k	226.03	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$13M	-16%	152k	87.84	View chart
Nextera Energy (NEE)	0.2	$13M	+15%	143k	92.88	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.2	$13M	+21%	113k	117.18	View chart
Costco Wholesale Corporation (COST)	0.2	$13M		13k	996.43	View chart
Chevron Corporation (CVX)	0.2	$13M	+13%	62k	206.90	View chart
Home Depot (HD)	0.2	$13M		39k	328.89	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$13M	+16%	248k	50.98	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$13M		131k	95.44	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$13M	+4%	247k	50.61	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$13M	+61%	185k	67.53	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$12M	+6%	309k	38.86	View chart
Ab Active Etfs Short Duration H (SYFI)	0.2	$11M	+6%	321k	35.52	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.2	$11M	-2%	242k	47.00	View chart
Procter & Gamble Company (PG)	0.2	$11M	+16%	77k	144.44	View chart
Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ)	0.2	$11M	+4%	371k	29.42	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$11M		96k	113.11	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$11M		43k	250.57	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.2	$11M	+3%	150k	70.03	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.2	$11M	+2%	435k	24.11	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.2	$10M	+5%	217k	46.91	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$10M	+2%	172k	58.18	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$9.9M		395k	25.10	View chart
Altria (MO)	0.2	$9.7M		148k	65.99	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$9.7M	+7%	152k	64.08	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.2	$9.7M	+12%	90k	107.30	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$9.7M		392k	24.75	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.2	$9.7M	-4%	177k	54.65	View chart
Abbott Laboratories (ABT)	0.2	$9.5M	+115%	92k	102.67	View chart
Arista Networks Com Shs (ANET)	0.2	$9.4M	+4%	77k	122.78	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.2	$9.4M	+3%	221k	42.50	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.2	$9.2M	+3%	283k	32.43	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$9.1M	+31%	182k	49.99	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.2	$8.9M	+10%	235k	38.00	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$8.9M	+9%	92k	97.12	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$8.9M		96k	92.75	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$8.9M		42k	211.16	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$8.7M	-9%	79k	109.69	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$8.6M	+15%	104k	83.57	View chart
Palantir Technologies Cl A (PLTR)	0.2	$8.6M	+24%	59k	146.28	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.2	$8.6M	+3%	113k	76.02	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$8.6M	+3%	191k	44.85	View chart
Exxon Mobil Corporation (XOM)	0.2	$8.5M	-6%	50k	169.65	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$8.4M	+4%	212k	39.43	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$8.3M	+2%	92k	90.53	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$8.1M	+2%	163k	49.89	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$8.1M	-9%	92k	88.16	View chart
Ge Vernova (GEV)	0.1	$7.9M	+2%	9.1k	872.92	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$7.9M	+8%	148k	53.77	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$7.5M	+146%	30k	247.99	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$7.5M		62k	121.92	View chart
The Alger Etf Trust Ai Enablers Adop (ALAI)	0.1	$7.5M	+23%	227k	33.04	View chart
Bank of America Corporation (BAC)	0.1	$7.5M	+2%	153k	48.75	View chart
Morgan Stanley Etf Trust Eaton Vance Inco (XAGG)	0.1	$7.4M	NEW	149k	49.66	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$7.3M	-12%	191k	38.42	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.1	$7.3M	+5%	135k	54.11	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$7.1M	+14%	64k	110.36	View chart
Micron Technology (MU)	0.1	$7.1M	+86%	21k	337.84	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$7.0M		24k	298.84	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$7.0M	+9%	85k	82.57	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$7.0M	+29%	116k	59.78	View chart
Ecolab (ECL)	0.1	$6.9M	-3%	26k	266.02	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$6.8M	+31%	18k	390.40	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.1	$6.8M	NEW	230k	29.36	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$6.7M	+9%	99k	68.28	View chart
Spdr Series Trust State Street Spd (SPHY)	0.1	$6.7M	-11%	286k	23.32	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$6.6M		99k	67.12	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$6.6M		31k	215.99	View chart
Emcor (EME)	0.1	$6.5M		8.8k	738.34	View chart
Caterpillar (CAT)	0.1	$6.5M		9.1k	708.50	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$6.4M		74k	86.63	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.1	$6.3M	-8%	244k	25.79	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.1	$6.2M	+8%	200k	31.01	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$6.0M	+7%	54k	112.10	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$6.0M	+21%	206k	29.13	View chart
Powell Industries (POWL)	0.1	$6.0M		11k	541.05	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$5.9M	-3%	222k	26.72	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$5.9M	+2%	16k	356.57	View chart
Spdr Series Trust State Street Spd (FLRN)	0.1	$5.8M	NEW	187k	30.78	View chart
Pepsi (PEP)	0.1	$5.8M	+5%	37k	155.30	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$5.7M	+9%	35k	165.69	View chart
Pimco Etf Tr Preferred And Cp (PRFD)	0.1	$5.7M	+7%	112k	50.67	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$5.6M	-6%	228k	24.39	View chart
Merck & Co (MRK)	0.1	$5.5M		46k	120.30	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$5.5M	+6%	102k	54.05	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.1	$5.4M	-59%	68k	79.90	View chart
Coca-Cola Company (KO)	0.1	$5.4M	+36%	71k	76.05	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$5.4M	+19%	35k	155.10	View chart
Spdr Series Trust State Street Spd (SPIP)	0.1	$5.4M	-2%	207k	26.01	View chart
Cisco Systems (CSCO)	0.1	$5.4M	+5%	69k	77.58	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$5.4M	+12%	205k	26.20	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$5.4M	+21%	65k	82.75	View chart
Lockheed Martin Corporation (LMT)	0.1	$5.4M		8.9k	604.30	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$5.3M		25k	213.67	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$5.2M		44k	118.60	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$5.1M		85k	60.12	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$5.1M		46k	110.86	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$4.9M		71k	70.18	View chart
UnitedHealth (UNH)	0.1	$4.9M	-39%	18k	270.57	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$4.9M	+5%	26k	184.28	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$4.9M	+66%	115k	42.22	View chart
Snowflake Com Shs (SNOW)	0.1	$4.9M	+2139%	32k	150.82	View chart
Advanced Micro Devices (AMD)	0.1	$4.8M	+36%	24k	203.44	View chart
Citigroup Com New (C)	0.1	$4.8M		43k	113.40	View chart
Morgan Stanley Com New (MS)	0.1	$4.8M	-37%	29k	164.57	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$4.7M		37k	128.11	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.1	$4.7M	+181%	119k	39.81	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$4.7M	+48%	47k	100.67	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$4.7M		205k	22.91	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$4.7M	+52%	67k	69.74	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$4.7M		86k	54.55	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$4.7M		15k	302.23	View chart
Capital Group Global Equity SHS (CGGE)	0.1	$4.6M	NEW	151k	30.50	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$4.6M	+203%	61k	75.19	View chart
Principal Exchange Traded Prin U S Small (PSC)	0.1	$4.6M	+9%	80k	57.32	View chart
Ge Aerospace Com New (GE)	0.1	$4.6M	+7%	16k	283.78	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.1	$4.5M	+6%	90k	49.97	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$4.5M	+152%	21k	217.25	View chart
Thornburg Etf Tr Intl Equity Etf (TXUE)	0.1	$4.5M	+75%	139k	32.19	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$4.5M	-3%	197k	22.66	View chart
Spdr Series Trust State Street Spd (TFI)	0.1	$4.5M	+10%	99k	45.34	View chart
Eaton Corp SHS (ETN)	0.1	$4.5M	+4%	13k	357.63	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$4.4M	+29%	72k	61.26	View chart
Invesco Db Multi-sector Comm Precious Metal (DBP)	0.1	$4.4M		40k	110.04	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$4.4M	+23%	43k	102.25	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$4.3M	+3%	27k	160.48	View chart
Amgen (AMGN)	0.1	$4.3M	+9%	12k	351.85	View chart
Uber Technologies (UBER)	0.1	$4.3M		60k	71.93	View chart
First Tr Exchange-traded Vest Investment (LQTI)	0.1	$4.3M	+9%	218k	19.58	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$4.3M	+17%	40k	106.50	View chart
Goldman Sachs (GS)	0.1	$4.3M	+25%	5.0k	845.95	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$4.3M	+60%	86k	49.50	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$4.2M		14k	313.81	View chart
Cummins (CMI)	0.1	$4.2M	+144%	7.9k	537.99	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.1	$4.2M	NEW	165k	25.32	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$4.2M	-16%	113k	36.84	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$4.1M	+8%	45k	92.74	View chart
Quad / Graphics Com Cl A (QUAD)	0.1	$4.1M	-3%	621k	6.61	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$4.1M	+5%	21k	191.91	View chart
Capital Group International SHS (CGIC)	0.1	$4.1M	+179%	124k	33.11	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$4.1M	-4%	132k	30.96	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$4.0M	+3%	81k	49.37	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$4.0M	+441%	81k	49.37	View chart
Thermo Fisher Scientific (TMO)	0.1	$4.0M	+9%	8.1k	491.54	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$3.9M	+228%	6.3k	616.76	View chart
International Business Machines (IBM)	0.1	$3.9M	+4%	16k	242.38	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$3.9M	+419%	26k	151.41	View chart
Oracle Corporation (ORCL)	0.1	$3.9M	-8%	26k	147.09	View chart
Ishares Tr Core Divid Etf (DIVB)	0.1	$3.8M	+152%	71k	53.95	View chart
Lowe's Companies (LOW)	0.1	$3.8M		16k	236.26	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$3.8M	+110%	26k	145.94	View chart
Emerson Electric (EMR)	0.1	$3.8M	+7%	29k	131.00	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$3.8M	+2%	69k	55.24	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 2026 Q1 filed May 11, 2026
Great Valley Advisor Group 2025 Q4 filed Feb. 12, 2026
Great Valley Advisor Group 2025 Q3 filed Nov. 14, 2025
Great Valley Advisor Group 2025 Q2 filed Aug. 14, 2025
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

View all past filings

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