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

Companies in the Great Valley Advisor Group portfolio as of the March 2022 quarterly 13F filing

Great Valley Advisor Group has 586 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 2.8 $49M 279k 175.25
Spdr Ser Tr Portfolio S&p500 (SPLG) 2.3 $40M +12% 754k 53.15
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.2 $38M 484k 78.09
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.8 $31M -11% 81k 380.67
Microsoft Corporation (MSFT) 1.7 $29M +9% 94k 315.00
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.7 $29M 340k 86.06
First Tr Exchange-traded Lunt Us Factor (FCTR) 1.6 $28M +13% 842k 32.75
Ishares Tr Msci Acwi Etf (ACWI) 1.5 $27M -6% 265k 99.78
Wisdomtree Tr Us Multifactor (USMF) 1.5 $26M NEW 634k 40.97
Vanguard Index Fds Value Etf (VTV) 1.3 $22M +6% 149k 147.60
Amazon (AMZN) 1.2 $21M +13% 6.4k 3281.86
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.2 $21M +14% 311k 66.71
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.2 $21M +13% 491k 41.76
Ishares Tr National Mun Etf (MUB) 1.2 $20M +5% 186k 109.80

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Vanguard Index Fds Growth Etf (VUG) 1.2 $20M 69k 287.82
Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $20M +4% 68k 292.85
Ishares Tr Core Us Aggbd Et (AGG) 1.1 $20M 183k 107.80
Global X Fds Us Infr Dev Etf (PAVE) 1.1 $18M +14% 645k 28.28
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.1 $18M +2% 412k 43.96
First Tr Exchange-traded Cap Strength Etf (FTCS) 1.1 $18M +3% 226k 80.18
Ishares Tr Core S&p500 Etf (IVV) 0.9 $16M -10% 35k 461.89
Wisdomtree Tr Us Largecap Divd (DLN) 0.9 $16M +11% 236k 65.73
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.9 $15M +11% 319k 47.16
Select Sector Spdr Tr Energy (XLE) 0.8 $14M +755% 185k 74.66
First Tr Exchange-traded A Sml Cap Val Alph (FYT) 0.8 $13M +12% 260k 51.10
Alphabet Cap Stk Cl A (GOOGL) 0.8 $13M +8% 4.7k 2818.55
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $13M -20% 28k 455.04
Ishares Tr Jpmorgan Usd Emg (EMB) 0.8 $13M 132k 97.76
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.7 $13M +6% 150k 85.65
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $12M +75% 181k 68.51
Schwab Strategic Tr Us Tips Etf (SCHP) 0.7 $12M +2% 202k 60.71
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.7 $12M +12% 286k 42.15
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.7 $12M +8% 347k 34.37
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.7 $12M +3% 157k 75.54
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.7 $12M +65% 34k 346.83
Vanguard Index Fds Small Cp Etf (VB) 0.7 $12M 54k 216.21
Victory Portfolios Ii Vcshs Us Eq Incm (CDC) 0.6 $11M +31% 147k 71.86
Chevron Corporation (CVX) 0.6 $10M +15% 65k 161.49
NVIDIA Corporation (NVDA) 0.6 $10M +12% 37k 273.58
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.6 $10M -6% 204k 49.12
Graniteshares Etf Tr Bbg Commd K 1 (COMB) 0.6 $10M +5% 312k 32.09
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.6 $9.9M +57% 355k 27.84
JPMorgan Chase & Co. (JPM) 0.6 $9.9M -13% 69k 142.38
Gxo Logistics Incorporated Common Stock (GXO) 0.6 $9.8M 108k 90.83
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $9.8M 40k 244.41
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.6 $9.6M +75% 196k 48.98
UnitedHealth (UNH) 0.6 $9.5M +3% 19k 507.06
Johnson & Johnson (JNJ) 0.5 $9.4M +2% 54k 175.37
Ecolab (ECL) 0.5 $8.9M +4% 39k 225.30
Select Sector Spdr Tr Technology (XLK) 0.5 $8.5M +9% 52k 164.02
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.5 $8.5M +67% 160k 53.06
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.5 $8.3M +239% 109k 76.07
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $8.3M 81k 101.85
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $8.0M +21% 23k 349.02
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $7.9M +11% 35k 227.80
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $7.7M +15% 77k 100.94
Spdr Ser Tr S&p Metals Mng (XME) 0.4 $7.6M NEW 124k 61.29
Spdr Ser Tr Portfli Mortgage (SPMB) 0.4 $7.4M +243% 308k 24.09
Altria (MO) 0.4 $7.4M +27% 142k 52.19
Visa Com Cl A (V) 0.4 $7.3M 33k 219.96
Ishares Tr Msci Eafe Etf (EFA) 0.4 $7.3M -17% 97k 74.67
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.4 $7.2M +2% 97k 74.70
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $7.2M +25% 50k 143.29
Block Cl A (SQ) 0.4 $7.1M +10% 52k 136.04
Devon Energy Corporation (DVN) 0.4 $7.1M +2% 120k 59.03
Pepsi (PEP) 0.4 $7.0M 42k 168.94
Tesla Motors (TSLA) 0.4 $7.0M +9% 6.5k 1073.06
Wisdomtree Tr Em Ex St-owned (XSOE) 0.4 $7.0M +31% 212k 32.84
Xpo Logistics Inc equity (XPO) 0.4 $6.9M 89k 77.43
Global X Fds Autonmous Ev Etf (DRIV) 0.4 $6.7M +257% 242k 27.58
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $6.5M 40k 162.41
Procter & Gamble Company (PG) 0.4 $6.3M +3% 41k 154.43
Select Sector Spdr Tr Financial (XLF) 0.4 $6.3M -15% 162k 38.71
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $6.2M +2% 57k 108.21
Ishares Tr Rus 1000 Etf (IWB) 0.4 $6.1M -7% 25k 250.19
Verizon Communications (VZ) 0.3 $5.9M +7% 116k 51.24
Abbvie (ABBV) 0.3 $5.9M +3% 39k 152.42
Home Depot (HD) 0.3 $5.9M +6% 16k 367.07
Walt Disney Company (DIS) 0.3 $5.9M -3% 41k 142.78
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.3 $5.7M -2% 62k 91.97
Pfizer (PFE) 0.3 $5.7M -10% 107k 53.00
Costco Wholesale Corporation (COST) 0.3 $5.7M +3% 9.9k 573.74
Nextera Energy (NEE) 0.3 $5.6M +8% 64k 88.03
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $5.5M +8% 39k 139.73
Lockheed Martin Corporation (LMT) 0.3 $5.4M +4% 13k 415.54
Ishares Tr U.s. Tech Etf (IYW) 0.3 $5.4M 48k 113.84
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $5.4M 103k 52.45
Select Sector Spdr Tr Sbi Materials (XLB) 0.3 $5.4M +3% 61k 88.59
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $5.3M -3% 67k 79.90
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA) 0.3 $5.2M -11% 112k 46.25
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.3 $4.8M +138% 95k 50.45
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $4.7M 61k 78.06
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $4.7M +5% 41k 113.92
Vaneck Etf Trust High Yld Munietf (HYD) 0.3 $4.5M +3% 79k 57.40
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $4.5M -2% 123k 36.77
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $4.5M -4% 17k 269.46
Bank of America Corporation (BAC) 0.3 $4.5M +6% 109k 41.30
Lowe's Companies (LOW) 0.3 $4.5M +9% 22k 206.07
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $4.4M +7% 26k 166.53
Ishares Tr Core Msci Eafe (IEFA) 0.3 $4.4M +6% 63k 69.63
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.3 $4.3M +7% 41k 104.60
Medtronic SHS (MDT) 0.3 $4.3M +3% 40k 108.33
salesforce (CRM) 0.2 $4.2M +16% 20k 214.54
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $4.2M -2% 21k 200.23
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $4.2M +2% 35k 121.38
Wisdomtree Tr Glb High Div Fd (DEW) 0.2 $4.1M NEW 80k 51.09
Vanguard Index Fds Large Cap Etf (VV) 0.2 $4.0M 19k 208.68
Ishares Tr Tips Bd Etf (TIP) 0.2 $4.0M -65% 32k 124.68
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $3.9M +4% 47k 83.35
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $3.9M +31% 51k 76.40
Eli Lilly & Co. (LLY) 0.2 $3.9M +2% 14k 285.68
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.2 $3.9M -8% 86k 44.77
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $3.8M 80k 48.17
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.2 $3.8M +6% 78k 49.03
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $3.8M -5% 15k 250.28
Crowdstrike Hldgs Cl A (CRWD) 0.2 $3.8M +1515% 17k 226.93
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $3.8M +22% 53k 71.36
Janus Detroit Str Tr Hendersn Cap Etf (JSML) 0.2 $3.7M +23% 65k 57.39
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $3.7M 49k 75.87
Ford Motor Company (F) 0.2 $3.7M +393% 216k 16.95
Broadcom (AVGO) 0.2 $3.6M +8% 5.5k 658.83
McDonald's Corporation (MCD) 0.2 $3.6M +7% 14k 256.41
Merck & Co (MRK) 0.2 $3.6M 46k 79.18
3M Company (MMM) 0.2 $3.6M 24k 150.00
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $3.5M 67k 52.09
Coca-Cola Company (KO) 0.2 $3.5M 57k 61.23
Intel Corporation (INTC) 0.2 $3.5M +26% 70k 49.59
Spdr Ser Tr S&p Oilgas Exp (XOP) 0.2 $3.4M +16% 26k 134.54
First Tr Exchange Traded Finls Alphadex (FXO) 0.2 $3.4M +37% 75k 45.93
Enterprise Products Partners (EPD) 0.2 $3.4M 132k 25.75
Abbott Laboratories (ABT) 0.2 $3.4M 27k 125.44
BlackRock (BLK) 0.2 $3.3M 3.7k 906.39
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $3.3M +16% 42k 77.77
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $3.3M +23% 21k 155.71
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $3.3M +112% 67k 48.91
Snap Cl A (SNAP) 0.2 $3.2M NEW 89k 36.01
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $3.2M +5% 7.7k 417.01
Select Sector Spdr Tr Communication (XLC) 0.2 $3.2M 42k 76.21
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $3.2M -6% 36k 89.04
Lam Research Corporation (LRCX) 0.2 $3.1M +11% 5.8k 539.86
Wal-Mart Stores (WMT) 0.2 $3.1M +4% 21k 146.34
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $3.1M -9% 68k 46.12
United Parcel Service CL B (UPS) 0.2 $3.1M +10% 15k 214.39
Accenture Plc Ireland Shs Class A (ACN) 0.2 $3.0M -46% 8.7k 348.64
Exxon Mobil Corporation (XOM) 0.2 $3.0M -2% 39k 77.11
Oneok (OKE) 0.2 $3.0M 42k 70.64
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $2.9M +6% 104k 27.77
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $2.9M +5% 23k 123.89
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.2 $2.9M +13% 8.2k 351.50
Fiserv (FISV) 0.2 $2.9M -11% 28k 101.42
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $2.9M +12% 18k 162.26
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $2.8M -13% 28k 102.88
First Tr Value Line Divid In SHS (FVD) 0.2 $2.8M -3% 67k 42.47
Alphabet Cap Stk Cl C (GOOG) 0.2 $2.8M +23% 1.0k 2815.55
Meta Platforms Cl A (FB) 0.2 $2.8M +5% 11k 250.33
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.2 $2.8M -6% 98k 28.32
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 0.2 $2.8M +44% 38k 72.27
Honeywell International (HON) 0.2 $2.8M -2% 14k 198.74
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $2.7M +6% 9.6k 285.42
Qualcomm (QCOM) 0.2 $2.7M -4% 17k 156.67
4068594 Enphase Energy (ENPH) 0.2 $2.7M +38% 13k 201.67
Ishares Tr Faln Angls Usd (FALN) 0.2 $2.7M +8% 97k 27.76
Fastenal Company (FAST) 0.2 $2.7M 45k 59.47
Blackstone Group Inc Com Cl A (BX) 0.2 $2.7M 21k 128.75
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $2.7M -8% 22k 122.04
Union Pacific Corporation (UNP) 0.2 $2.6M 9.8k 267.41
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $2.6M +23% 31k 83.64
Simon Property (SPG) 0.2 $2.6M +5% 20k 131.56
Alps Etf Tr Equal Sec Etf (EQL) 0.1 $2.5M 23k 108.74
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $2.5M +17% 24k 107.47
Raytheon Technologies Corp (RTX) 0.1 $2.5M +6% 28k 90.24
Invesco Exch Traded Fd Tr Ii S&p Smlcp Stap (PSCC) 0.1 $2.5M +26% 25k 100.93
Zoetis Cl A (ZTS) 0.1 $2.5M +6% 13k 194.74
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $2.5M -8% 48k 51.71
Spdr Gold Tr Gold Shs (GLD) 0.1 $2.5M -10% 14k 179.93
Ark Etf Tr Innovation Etf (ARKK) 0.1 $2.4M -19% 31k 77.92
Shell Midstream Partners Unit Ltd Int (SHLX) 0.1 $2.4M +8% 166k 14.22
Boeing Company (BA) 0.1 $2.4M 12k 192.30
Valero Energy Corporation (VLO) 0.1 $2.4M +52% 23k 100.84
ConocoPhillips (COP) 0.1 $2.3M +76% 28k 84.01
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $2.3M +7% 45k 50.85
Delta Air Lines Inc Del Com New (DAL) 0.1 $2.3M +2% 58k 39.56
Netflix (NFLX) 0.1 $2.3M +47% 5.5k 415.00
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $2.3M +8% 35k 64.27
Airbnb Com Cl A (ABNB) 0.1 $2.2M +8% 13k 171.45
Deckers Outdoor Corporation (DECK) 0.1 $2.2M +27% 8.0k 275.05
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $2.2M +13% 40k 54.86
Ryman Hospitality Pptys (RHP) 0.1 $2.2M +9% 24k 92.77
FedEx Corporation (FDX) 0.1 $2.2M +12% 9.3k 232.62
Air Products & Chemicals (APD) 0.1 $2.2M +10% 8.6k 250.12
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $2.1M +36% 190k 11.18
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $2.1M +12% 25k 83.53
Sprott Physical Silver Tr Tr Unit (PSLV) 0.1 $2.0M +24% 231k 8.77
CSX Corporation (CSX) 0.1 $2.0M 54k 37.47
General Motors Company (GM) 0.1 $2.0M +13% 45k 44.98
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $2.0M +27% 99k 20.29
Wisdomtree Tr Us Total Dividnd (DTD) 0.1 $2.0M -35% 30k 64.57
Adobe Systems Incorporated (ADBE) 0.1 $1.9M 4.1k 470.92
Target Corporation (TGT) 0.1 $1.9M +5% 8.7k 218.89
Thermo Fisher Scientific (TMO) 0.1 $1.9M +19% 3.2k 597.79
First Tr Exchng Traded Fd Vi MLT MNGD LRG GRW (MMLG) 0.1 $1.9M -9% 69k 27.16
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $1.9M +11% 62k 30.14
Mondelez Intl Cl A (MDLZ) 0.1 $1.9M +2% 28k 65.76
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $1.9M +15% 26k 72.15
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $1.8M 30k 59.74
Global Payments (GPN) 0.1 $1.8M 13k 135.18
M&T Bank Corporation (MTB) 0.1 $1.8M 10k 169.52
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.1 $1.8M -38% 58k 30.25
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $1.7M -9% 34k 51.22
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $1.7M 15k 117.15
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $1.7M +40% 6.3k 269.76
Spdr Index Shs Fds S&p North Amer (NANR) 0.1 $1.7M NEW 29k 58.01
Ishares Core Msci Emkt (IEMG) 0.1 $1.7M +12% 30k 55.66
Generac Holdings (GNRC) 0.1 $1.7M +28% 5.6k 298.60
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.1 $1.7M NEW 34k 49.36
Invesco Exchange Traded Fd T Dynmc Enrg Exp (PXE) 0.1 $1.7M +338% 60k 27.75
Vmware Cl A Com (VMW) 0.1 $1.6M +8% 14k 113.85
Comcast Corp Cl A (CMCSA) 0.1 $1.6M +4% 34k 47.60
Ishares Tr Core Msci Total (IXUS) 0.1 $1.6M +40% 24k 66.59
Deere & Company (DE) 0.1 $1.6M 4.1k 393.56
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $1.6M +51% 16k 103.09
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $1.6M +18% 41k 38.63
First Tr Exchange-traded Nat Gas Etf (FCG) 0.1 $1.6M +327% 64k 24.38
American Centy Etf Tr Diversified Mu (TAXF) 0.1 $1.5M NEW 30k 51.65
American Tower Reit (AMT) 0.1 $1.5M 5.9k 258.93
Managed Portfolio Series Ecofin Gbl Water (EBLU) 0.1 $1.5M NEW 36k 42.03
Sprott Physical Gold Tr Unit (PHYS) 0.1 $1.5M +28% 99k 15.37
Amgen (AMGN) 0.1 $1.5M 6.4k 239.47
Crocs (CROX) 0.1 $1.5M +30% 20k 76.58
Cisco Systems (CSCO) 0.1 $1.5M +13% 26k 57.15
Waste Management (WM) 0.1 $1.5M 9.4k 159.78
Advanced Micro Devices (AMD) 0.1 $1.5M +20% 12k 122.99
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $1.5M -24% 30k 50.09
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $1.5M -3% 19k 79.07
Caterpillar (CAT) 0.1 $1.5M 6.8k 215.65
Cheniere Energy Com New (LNG) 0.1 $1.4M +54% 10k 138.67
Paypal Holdings (PYPL) 0.1 $1.4M +91% 11k 130.53
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $1.4M -28% 28k 49.60
Nike CL B (NKE) 0.1 $1.4M +23% 9.5k 147.52
International Business Machines (IBM) 0.1 $1.4M +4% 11k 130.13
Vanguard World Fds Materials Etf (VAW) 0.1 $1.4M +19% 7.0k 196.02
Old Dominion Freight Line (ODFL) 0.1 $1.3M +5% 4.2k 309.48
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $1.3M +13% 15k 87.85
Hartford Financial Services (HIG) 0.1 $1.3M 18k 71.80
Exchange Traded Concepts Tr Vspr Us Lc Etf (UTRN) 0.1 $1.3M +22% 47k 27.18
Targa Res Corp (TRGP) 0.1 $1.3M NEW 17k 75.46
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $1.3M -6% 7.2k 176.04
Ishares Tr Core Div Grwth (DGRO) 0.1 $1.2M +46% 23k 53.49
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $1.2M 12k 105.93
PNC Financial Services (PNC) 0.1 $1.2M 6.6k 187.07

Past Filings by Great Valley Advisor Group

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