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 675 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Great Valley Advisor Group has 675 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) 3.2 $78M +2% 1.0M 75.98
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Apple (AAPL) 3.0 $73M 427k 171.21
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American Centy Etf Tr Us Quality Grow (QGRO) 2.2 $53M 783k 67.39
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Microsoft Corporation (MSFT) 2.0 $49M +5% 155k 315.75
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NVIDIA Corporation (NVDA) 2.0 $48M 110k 434.99
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Wisdomtree Tr Us Largecap Divd (DLN) 1.8 $44M 708k 61.49
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Spdr Ser Tr Portfolio S&p500 (SPLG) 1.7 $41M 815k 50.26
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Amazon (AMZN) 1.6 $40M 312k 127.12
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Spdr Ser Tr Portfolio Agrgte (SPAB) 1.6 $39M +3% 1.6M 24.34
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.3 $31M 632k 49.43
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Wisdomtree Tr Us Multifactor (USMF) 1.3 $31M 793k 38.46
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Ishares Tr Msci Acwi Etf (ACWI) 1.2 $28M +3% 307k 92.37
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.2 $28M +36% 564k 50.18
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Spdr Ser Tr Portfolio S&p600 (SPSM) 1.2 $28M +8% 766k 36.90
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Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 1.1 $26M +10% 383k 67.04
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 1.1 $26M NEW 982k 26.15
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.0 $23M +52% 165k 141.69
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Ishares Tr Tips Bd Etf (TIP) 0.9 $23M +10% 220k 103.72
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Ishares Tr National Mun Etf (MUB) 0.9 $22M -8% 213k 102.54
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Ishares Tr Core Us Aggbd Et (AGG) 0.9 $22M +8% 231k 94.04
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Alphabet Cap Stk Cl A (GOOGL) 0.9 $22M +2% 166k 130.86
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Spdr Ser Tr Portfli Intrmdit (SPTI) 0.9 $21M +79% 763k 27.53
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.9 $21M +4% 470k 43.79
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.8 $20M +16% 382k 52.79
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Alphabet Cap Stk Cl C (GOOG) 0.8 $20M +12% 149k 131.85
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $19M +7% 53k 358.26
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JPMorgan Chase & Co. (JPM) 0.8 $19M +7% 128k 145.02
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J P Morgan Exchange Traded F Betabuilders Usd (BBHY) 0.8 $19M +3% 421k 43.88
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Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $18M -6% 87k 212.41
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.7 $18M +278% 676k 26.20
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Ishares Gold Tr Ishares New (IAU) 0.7 $18M +16% 501k 34.99
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UnitedHealth (UNH) 0.7 $17M +5% 34k 504.19
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Vanguard Index Fds Growth Etf (VUG) 0.7 $17M 63k 272.31
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Vanguard Index Fds Value Etf (VTV) 0.7 $17M 122k 137.93
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $17M -5% 42k 392.70
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Ishares Tr Core S&p500 Etf (IVV) 0.7 $16M +11% 37k 429.43
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.7 $16M +7% 316k 50.45
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $15M -17% 36k 427.48
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Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.6 $15M NEW 575k 25.70
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Johnson & Johnson (JNJ) 0.6 $15M 93k 155.75
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $14M +33% 422k 33.96
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Visa Com Cl A (V) 0.6 $14M +9% 62k 230.02
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Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.6 $14M +6% 525k 27.26
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $14M +86% 200k 70.76
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.6 $14M 190k 73.63
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $14M +2% 281k 49.85
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Vanguard Index Fds Small Cp Etf (VB) 0.6 $14M -5% 74k 189.07
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Wisdomtree Tr Emg Mkts Smcap (DGS) 0.6 $14M 299k 46.26
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.6 $14M +3% 228k 59.28
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Global X Fds Us Infr Dev Etf (PAVE) 0.5 $13M 425k 30.38
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.5 $13M +2% 155k 82.52
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First Tr Exchange-traded Emerging Mkts (RNEM) 0.5 $13M +2% 264k 48.02
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Pepsi (PEP) 0.5 $13M +6% 74k 169.43
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.5 $12M -10% 291k 41.26
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.5 $12M +5% 173k 68.44
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $12M -2% 44k 265.99
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Vanguard Index Fds Mid Cap Etf (VO) 0.5 $12M -3% 56k 208.25
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Lockheed Martin Corporation (LMT) 0.5 $11M +16% 27k 408.95
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Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA) 0.5 $11M +10% 253k 43.41
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Broadcom (AVGO) 0.4 $11M 13k 830.54
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Home Depot (HD) 0.4 $10M +8% 35k 302.14
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Invesco Db Multi-sector Comm Precious Metal (DBP) 0.4 $10M +13% 217k 47.48
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Eli Lilly & Co. (LLY) 0.4 $10M +3% 19k 537.13
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Ishares Tr Core Msci Eafe (IEFA) 0.4 $9.8M +4% 152k 64.35
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Chevron Corporation (CVX) 0.4 $9.8M +4% 58k 168.63
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McDonald's Corporation (MCD) 0.4 $9.6M +13% 37k 263.43
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Merck & Co (MRK) 0.4 $9.6M +10% 93k 102.95
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Tesla Motors (TSLA) 0.4 $9.4M -2% 37k 250.23
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Abbvie (ABBV) 0.4 $9.2M +9% 62k 149.06
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Wal-Mart Stores (WMT) 0.4 $8.6M +7% 54k 159.94
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Nextera Energy (NEE) 0.4 $8.5M +14% 148k 57.29
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.3 $8.4M +42% 92k 91.82
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Indexiq Active Etf Tr Iq Mackay Intrme (MMIT) 0.3 $8.3M +15% 352k 23.50
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $8.3M -2% 106k 77.95
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Cisco Systems (CSCO) 0.3 $8.2M +94% 153k 53.76
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Bank of America Corporation (BAC) 0.3 $8.2M 300k 27.38
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $8.1M +14% 110k 73.72
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Procter & Gamble Company (PG) 0.3 $7.6M +3% 52k 145.86
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Costco Wholesale Corporation (COST) 0.3 $7.6M 14k 564.97
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $7.6M 22k 350.29
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Select Sector Spdr Tr Energy (XLE) 0.3 $7.5M -3% 83k 90.39
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ConocoPhillips (COP) 0.3 $7.4M +17% 62k 119.81
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $7.3M -9% 107k 68.42
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BlackRock (BLK) 0.3 $7.3M +11% 11k 646.45
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Vanguard Specialized Funds Div App Etf (VIG) 0.3 $7.2M 46k 155.37
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Fiserv (FI) 0.3 $7.2M +8% 64k 112.97
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Ishares Tr S&p 500 Val Etf (IVE) 0.3 $7.1M -8% 46k 153.84
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.3 $7.1M 88k 80.51
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $7.0M 75k 93.18
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Blackstone Group Inc Com Cl A (BX) 0.3 $6.9M +7% 64k 107.14
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Ishares Tr Core S&p Scp Etf (IJR) 0.3 $6.8M -7% 73k 94.32
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Spdr Gold Tr Gold Shs (GLD) 0.3 $6.8M -3% 40k 171.45
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Select Sector Spdr Tr Technology (XLK) 0.3 $6.7M +3% 41k 163.93
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Comcast Corp Cl A (CMCSA) 0.3 $6.7M +343% 152k 44.34
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First Tr Exchange-traded Ny Arca Biotech (FBT) 0.3 $6.7M +59% 46k 146.34
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Meta Platforms Cl A (META) 0.3 $6.7M +23% 22k 300.23
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Mondelez Intl Cl A (MDLZ) 0.3 $6.6M +17% 95k 69.40
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Ishares Tr Msci Eafe Etf (EFA) 0.3 $6.4M -7% 93k 68.92
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Northrop Grumman Corporation (NOC) 0.3 $6.3M +228% 14k 440.14
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $6.2M +56% 130k 48.10
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Medtronic SHS (MDT) 0.3 $6.1M +10% 78k 78.36
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $6.1M +32% 84k 72.72
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Altria (MO) 0.3 $6.1M -5% 145k 42.05
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United Parcel Service CL B (UPS) 0.3 $6.1M +12% 39k 155.88
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Ecolab (ECL) 0.2 $5.9M 35k 169.41
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.2 $5.9M +5% 153k 38.65
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.2 $5.8M +142% 105k 55.97
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Lowe's Companies (LOW) 0.2 $5.8M +7% 28k 207.85
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First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.2 $5.7M -3% 71k 81.09
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.2 $5.7M -11% 76k 75.84
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Exxon Mobil Corporation (XOM) 0.2 $5.6M +8% 47k 117.57
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $5.6M +26% 116k 47.89
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Ishares Tr Msci Usa Min Vol (USMV) 0.2 $5.4M -11% 75k 72.38
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $5.3M -2% 21k 249.35
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Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.2 $5.3M 111k 47.97
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Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.2 $5.3M +14% 222k 23.82
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $5.3M -16% 75k 69.77
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $5.2M -19% 56k 94.19
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John Hancock Exchange Traded Multifactor Mi (JHMM) 0.2 $5.1M +8% 107k 47.32
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $5.0M NEW 51k 98.47
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salesforce (CRM) 0.2 $4.9M -13% 24k 202.76
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Honeywell International (HON) 0.2 $4.9M +4% 26k 184.73
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Janus Detroit Str Tr Hendersn Cap Etf (JSML) 0.2 $4.8M +46% 95k 50.99
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Boeing Company (BA) 0.2 $4.8M +13% 25k 191.69
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.2 $4.7M +22% 98k 48.37
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $4.7M -5% 52k 91.59
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Caterpillar (CAT) 0.2 $4.7M +26% 17k 273.00
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Spdr Ser Tr Portfolio Crport (SPBO) 0.2 $4.7M NEW 171k 27.58
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Oracle Corporation (ORCL) 0.2 $4.6M +16% 44k 105.92
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Ea Series Trust Freedom 100 Em (FRDM) 0.2 $4.6M +26% 162k 28.31
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Cadence Design Systems (CDNS) 0.2 $4.6M +16% 20k 234.30
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $4.5M -3% 35k 128.74
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Ishares Tr Rus 1000 Etf (IWB) 0.2 $4.5M -15% 19k 234.91
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American Tower Reit (AMT) 0.2 $4.5M +225% 27k 164.44
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $4.5M 30k 151.82
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First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.2 $4.4M -2% 31k 145.26
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Kla Corp Com New (KLAC) 0.2 $4.4M +50% 9.6k 458.66
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $4.4M 48k 91.35
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $4.3M +4% 139k 31.01
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $4.2M +8% 67k 63.50
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $4.2M -4% 20k 214.16
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Pfizer (PFE) 0.2 $4.2M +2% 127k 33.17
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Vanguard Index Fds Large Cap Etf (VV) 0.2 $4.2M 21k 195.68
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Thermo Fisher Scientific (TMO) 0.2 $4.2M +8% 8.2k 506.20
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Zoetis Cl A (ZTS) 0.2 $4.2M +6% 24k 174.00
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $4.1M +30% 12k 334.92
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $4.1M +2% 123k 33.57
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $4.1M +2% 60k 67.69
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $4.0M -29% 35k 113.16
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Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $3.9M 79k 49.07
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Block Cl A (SQ) 0.2 $3.9M 87k 44.27
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Palo Alto Networks (PANW) 0.2 $3.8M +437% 16k 234.42
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World Gold Tr Spdr Gld Minis (GLDM) 0.2 $3.8M +38% 103k 36.66
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Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.2 $3.8M NEW 75k 50.09
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Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $3.7M 47k 78.56
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $3.7M 74k 49.83
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Air Products & Chemicals (APD) 0.2 $3.7M +12% 13k 283.37
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Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.2 $3.6M -26% 83k 43.70
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $3.5M 34k 104.35
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Qualcomm (QCOM) 0.1 $3.5M -51% 32k 111.06
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $3.5M +7% 11k 307.16
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Select Sector Spdr Tr Financial (XLF) 0.1 $3.5M 104k 33.17
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First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.1 $3.5M -6% 178k 19.39
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Cigna Corp (CI) 0.1 $3.4M -12% 12k 286.11
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Walt Disney Company (DIS) 0.1 $3.4M -39% 42k 81.05
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Coca-Cola Company (KO) 0.1 $3.4M +25% 60k 55.99
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $3.4M -5% 77k 43.72
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Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.1 $3.3M +368% 132k 25.29
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Constellation Brands Cl A (STZ) 0.1 $3.3M +132% 13k 251.32
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $3.3M +12% 63k 52.49
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Ishares Tr Core Msci Total (IXUS) 0.1 $3.3M +13% 55k 59.98
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $3.2M +3% 60k 53.52
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Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $3.2M +44% 106k 30.10
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $3.2M +10% 136k 23.35
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Ishares Tr Short Treas Bd (SHV) 0.1 $3.1M -86% 28k 110.49
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $3.1M +5% 29k 106.20
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $3.0M +444% 29k 103.32
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $3.0M 14k 224.14
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Fastenal Company (FAST) 0.1 $3.0M +26% 55k 54.63
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Arista Networks (ANET) 0.1 $3.0M +63% 16k 183.93
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Halliburton Company (HAL) 0.1 $2.9M +7% 72k 40.50
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Union Pacific Corporation (UNP) 0.1 $2.9M 14k 203.65
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Ishares Tr Faln Angls Usd (FALN) 0.1 $2.8M 115k 24.80
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $2.8M -9% 70k 39.21
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Exchange Traded Concepts Tr Robo Glb Etf (ROBO) 0.1 $2.7M +17% 54k 50.36
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $2.7M 114k 23.94
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Proshares Tr S&p Tech Dividen (TDV) 0.1 $2.7M 44k 62.14
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $2.7M +37% 18k 144.98
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $2.6M -9% 35k 75.17
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $2.6M +924% 77k 33.96
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Micron Technology (MU) 0.1 $2.6M +12% 38k 68.02
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Netflix (NFLX) 0.1 $2.6M +5% 6.9k 377.51
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Simon Property (SPG) 0.1 $2.6M -4% 24k 108.02
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Select Sector Spdr Tr Indl (XLI) 0.1 $2.6M +5% 25k 101.39
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Adobe Systems Incorporated (ADBE) 0.1 $2.5M 5.0k 509.98
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $2.5M -17% 52k 47.83
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Deere & Company (DE) 0.1 $2.5M +8% 6.5k 377.34
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Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.1 $2.4M +235% 47k 51.98
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Anthem (ELV) 0.1 $2.4M +2% 5.5k 435.40
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $2.3M 45k 52.48
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Select Sector Spdr Tr Communication (XLC) 0.1 $2.3M +36% 36k 65.57
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Abbott Laboratories (ABT) 0.1 $2.3M 24k 96.83
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Spdr Ser Tr Portfolio Short (SPSB) 0.1 $2.3M -51% 78k 29.32
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Delta Air Lines Inc Del Com New (DAL) 0.1 $2.3M 62k 37.01
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Alps Etf Tr Equal Sec Etf (EQL) 0.1 $2.3M -3% 23k 100.32
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $2.3M -5% 13k 176.71
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Vanguard World Fds Health Car Etf (VHT) 0.1 $2.2M 9.4k 235.11
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Advanced Micro Devices (AMD) 0.1 $2.2M +21% 21k 102.82
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Enterprise Products Partners (EPD) 0.1 $2.2M -14% 80k 27.37
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Occidental Petroleum Corporation (OXY) 0.1 $2.2M 34k 64.87
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Ishares Tr Eafe Grwth Etf (EFG) 0.1 $2.2M -6% 25k 86.30
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Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.1 $2.2M +2% 16k 133.52
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $2.1M +20% 24k 88.57
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Wisdomtree Tr Cybersecurity Fd (WCBR) 0.1 $2.1M 102k 20.43
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Sprott Physical Silver Tr Tr Unit (PSLV) 0.1 $2.1M 275k 7.58
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4068594 Enphase Energy (ENPH) 0.1 $2.1M +4% 17k 120.15
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AGCO Corporation (AGCO) 0.1 $2.1M +9% 17k 118.28
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Target Corporation (TGT) 0.1 $2.1M +48% 19k 110.59
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $2.1M +41% 36k 57.60
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First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.1 $2.1M -4% 22k 93.91
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Super Micro Computer (SMCI) 0.1 $2.0M +716% 7.4k 274.28
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Ishares Tr Core Div Grwth (DGRO) 0.1 $2.0M +15% 40k 49.53
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Invesco Exchange Traded Fd T Energy Explorati (PXE) 0.1 $2.0M -7% 61k 32.51
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Sprott Physical Gold Tr Unit (PHYS) 0.1 $2.0M 137k 14.32
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International Business Machines (IBM) 0.1 $1.9M +5% 14k 140.29
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $1.9M -20% 135k 14.03
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First Tr Value Line Divid In SHS (FVD) 0.1 $1.9M -2% 50k 37.39
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Amgen (AMGN) 0.1 $1.8M -3% 6.9k 268.74
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Vanguard World Fds Comm Srvc Etf (VOX) 0.1 $1.8M 18k 105.19
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Kimberly-Clark Corporation (KMB) 0.1 $1.8M +81% 15k 120.86
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Uber Technologies (UBER) 0.1 $1.8M +10% 40k 45.98
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $1.8M -14% 22k 80.96
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Verizon Communications (VZ) 0.1 $1.8M -17% 55k 32.42
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $1.8M 25k 72.39
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $1.8M +23% 33k 53.57
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Novo-nordisk A S Adr (NVO) 0.1 $1.7M +420% 19k 90.94
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Raytheon Technologies Corp (RTX) 0.1 $1.7M -62% 24k 71.97
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Ishares Tr Eafe Value Etf (EFV) 0.1 $1.7M -24% 36k 48.93
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Albemarle Corporation (ALB) 0.1 $1.7M +515% 10k 170.00
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Airbnb Com Cl A (ABNB) 0.1 $1.7M -5% 13k 137.23
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Phillips 66 (PSX) 0.1 $1.7M +5% 14k 120.17
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Southern Company (SO) 0.1 $1.7M +3% 26k 64.72
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $1.7M +3% 37k 45.95
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Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $1.6M 20k 79.79
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Prologis (PLD) 0.1 $1.6M +14% 14k 112.21
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Linde SHS (LIN) 0.1 $1.6M 4.3k 372.30
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Analog Devices (ADI) 0.1 $1.6M +242% 9.1k 175.10
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $1.6M -18% 23k 68.83
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3M Company (MMM) 0.1 $1.6M +3% 17k 93.61
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $1.6M -5% 12k 131.75
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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