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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 VCIT, AAPL, MSFT, FEX, NVDA, and represent 12.00% of Great Valley Advisor Group's stock portfolio.
Added to shares of these 10 stocks: TLT (+$23M), SHV (+$19M), BBHY (+$18M), TIP (+$14M), JPST (+$12M), IAU (+$11M), JMST (+$10M), SPTI (+$9.4M), VOO (+$7.9M), LVHI (+$7.8M).
Started 68 new stock positions in DGT, TXN, AI, TIPZ, BBHY, TDV, MLN, AJG, SON, XHB.
Reduced shares in these 10 stocks: SHYG (-$18M), XLV (-$12M), PULS (-$7.7M), SPSM (-$6.7M), NVDA (-$6.7M), SLYV (-$6.2M), CSB (-$6.2M), VTV (-$5.3M), BIL (-$5.1M), IWF.
Sold out of its positions in AFL, AMN, AKAM, ARE, CNBS, AR, APO, Atlas Air Worldwide Hldg 1.875000 06/01/2024 bond, BKNG, BXP.
Great Valley Advisor Group was a net buyer of stock by $86M.
Great Valley Advisor Group has $2.2B in assets under management (AUM), dropping by 9.86%.
Central Index Key (CIK): 0001769897

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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.

Sign up to view all of the Great Valley Advisor Group March 31, 2023 positions
Download the Great Valley Advisor Group March 2023 csv data

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	View chart
Apple (AAPL)	3.2	$70M		423k	164.90	View chart
Microsoft Corporation (MSFT)	1.9	$41M	+4%	142k	288.30	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	1.6	$35M	-3%	439k	80.50	View chart
NVIDIA Corporation (NVDA)	1.6	$35M	-15%	127k	277.77	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.6	$34M	-2%	1.3M	25.79	View chart
Amazon (AMZN)	1.5	$31M	-2%	304k	103.29	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	1.4	$31M	+5%	504k	61.86	View chart
Wisdomtree Tr Us Multifactor (USMF)	1.4	$29M	-3%	775k	37.55	View chart
Ishares Tr Msci Acwi Etf (ACWI)	1.3	$28M		309k	91.16	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.2	$27M	-10%	553k	48.15	View chart
Ishares Tr National Mun Etf (MUB)	1.2	$26M	+3%	242k	107.74	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.2	$25M	+9%	457k	55.36	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.1	$24M	+20%	239k	99.64	View chart
Setup an alert Great Valley Advisor Group will file the next quarterly 13-HR in about 2 months. Would you like to be notified? Email Address
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.1	$23M	NEW	216k	106.37	View chart
Ishares Tr Tips Bd Etf (TIP)	0.9	$20M	+211%	180k	110.25	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.9	$20M	+30%	285k	69.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$20M	-2%	96k	204.10	View chart
Ishares Tr Short Treas Bd (SHV)	0.9	$19M	NEW	176k	110.50	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.9	$19M	+4%	407k	46.95	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.9	$19M	+173%	373k	50.32	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$18M	-22%	131k	138.11	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.8	$18M	NEW	397k	44.93	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$17M		69k	249.44	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.8	$16M	-29%	434k	37.77	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$16M	-7%	155k	103.73	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$16M	-9%	50k	320.93	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.7	$16M	+3%	361k	43.94	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$15M	-19%	37k	409.40	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.7	$15M	-5%	202k	72.94	View chart
JPMorgan Chase & Co. (JPM)	0.7	$15M	+14%	113k	130.31	View chart
Ishares Gold Tr Ishares New (IAU)	0.7	$15M	+338%	394k	37.37	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$15M	+117%	39k	376.08	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$15M	-3%	77k	189.56	View chart
UnitedHealth (UNH)	0.7	$14M	+10%	30k	472.60	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$14M	+30%	131k	104.00	View chart
Johnson & Johnson (JNJ)	0.6	$14M	+27%	87k	155.00	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.6	$14M	+42%	484k	27.84	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.6	$13M	-4%	291k	45.79	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$13M		32k	411.08	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.6	$13M	+5%	586k	22.18	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$13M	+82%	134k	96.70	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.6	$13M	+17%	450k	28.35	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$13M		261k	47.85	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.6	$13M	+474%	246k	50.79	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.6	$13M	+2%	145k	86.28	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$12M	-7%	58k	210.93	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.6	$12M		298k	40.72	View chart
Visa Com Cl A (V)	0.6	$12M	+39%	53k	225.47	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$12M	-29%	47k	244.32	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.5	$12M	+439%	398k	28.94	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.5	$11M	-40%	225k	49.30	View chart
Pepsi (PEP)	0.5	$11M	+40%	61k	182.30	View chart
First Tr Exchange-traded A Sml Cap Val Alph (FYT)	0.5	$11M	-26%	233k	45.69	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.5	$9.9M	+10%	375k	26.30	View chart
Lockheed Martin Corporation (LMT)	0.5	$9.8M	+41%	21k	472.70	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.4	$9.4M		188k	50.25	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$9.2M	+47%	146k	62.89	View chart
Nextera Energy (NEE)	0.4	$9.0M	+44%	117k	77.08	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.4	$8.9M	-17%	148k	60.62	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$8.9M	+80%	133k	66.85	View chart
Home Depot (HD)	0.4	$8.8M	+35%	30k	295.13	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$8.7M		118k	74.06	View chart
Merck & Co (MRK)	0.4	$8.7M	+6%	82k	106.39	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$8.6M	+61%	248k	34.80	View chart
Select Sector Spdr Tr Energy (XLE)	0.4	$8.5M	-13%	103k	82.83	View chart
Bank of America Corporation (BAC)	0.4	$8.2M	+10%	286k	28.60	View chart
Abbvie (ABBV)	0.4	$8.0M	+19%	50k	159.38	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$8.0M	+47%	32k	250.16	View chart
Chevron Corporation (CVX)	0.4	$7.9M	-21%	49k	163.16	View chart
Qualcomm (QCOM)	0.4	$7.9M	+116%	62k	127.59	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.4	$7.8M	NEW	291k	26.96	View chart
Broadcom (AVGO)	0.4	$7.7M	+33%	12k	641.52	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$7.7M		121k	63.89	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$7.6M	-4%	104k	73.83	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$7.4M		49k	151.76	View chart
Procter & Gamble Company (PG)	0.3	$7.3M	+6%	49k	148.69	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$7.3M		102k	71.52	View chart
McDonald's Corporation (MCD)	0.3	$7.1M	+46%	26k	279.59	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$7.1M		77k	92.09	View chart
Walt Disney Company (DIS)	0.3	$7.1M	-7%	70k	100.13	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$7.0M	+4%	46k	154.00	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$6.9M	+5%	38k	183.21	View chart
Tesla Motors (TSLA)	0.3	$6.7M	+11%	33k	207.45	View chart
Wal-Mart Stores (WMT)	0.3	$6.7M	+61%	46k	147.44	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$6.7M	+2%	74k	90.55	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.3	$6.6M	+1027%	137k	47.75	View chart
Costco Wholesale Corporation (COST)	0.3	$6.6M	-4%	13k	496.84	View chart
Eli Lilly & Co. (LLY)	0.3	$6.5M	-24%	19k	343.39	View chart
Altria (MO)	0.3	$6.5M	-13%	145k	44.62	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.3	$6.4M	+7%	85k	75.50	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$6.2M	+1594%	83k	75.55	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$6.2M	-25%	84k	73.16	View chart
Fiserv (FISV)	0.3	$6.2M	+54%	55k	113.04	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$6.1M	-37%	20k	308.76	View chart
BlackRock (BLK)	0.3	$6.1M	+144%	9.0k	669.15	View chart
United Parcel Service CL B (UPS)	0.3	$6.0M	+102%	31k	193.97	View chart
Ecolab (ECL)	0.3	$5.9M		36k	165.53	View chart
Raytheon Technologies Corp (RTX)	0.3	$5.8M	+63%	59k	97.93	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$5.7M	-26%	38k	151.01	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$5.7M		78k	72.73	View chart
Block Cl A (SQ)	0.3	$5.4M	+6%	79k	68.66	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$5.4M	-26%	55k	99.12	View chart
salesforce (CRM)	0.2	$5.4M	-18%	27k	199.80	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$5.4M	+42%	73k	73.83	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.2	$5.3M	-38%	177k	29.63	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.2	$5.2M	+28%	128k	41.03	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$5.2M		23k	225.21	View chart
Medtronic SHS (MDT)	0.2	$5.1M	+206%	63k	80.62	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$5.0M	+151%	72k	69.72	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.2	$5.0M	NEW	278k	18.01	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.2	$4.9M	+12%	106k	46.82	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$4.9M	+84%	56k	87.85	View chart
Pfizer (PFE)	0.2	$4.9M	-23%	119k	40.80	View chart
Lowe's Companies (LOW)	0.2	$4.8M	-5%	24k	199.99	View chart
ConocoPhillips (COP)	0.2	$4.7M	+66%	48k	99.22	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV)	0.2	$4.7M	+21%	112k	42.35	View chart
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT)	0.2	$4.7M	NEW	193k	24.59	View chart
Verizon Communications (VZ)	0.2	$4.7M	+5%	120k	38.89	View chart
Exxon Mobil Corporation (XOM)	0.2	$4.6M	+22%	42k	109.67	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$4.6M	-21%	46k	100.07	View chart
Honeywell International (HON)	0.2	$4.6M	+5%	24k	191.13	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$4.6M	-8%	30k	152.25	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$4.6M	-12%	93k	48.79	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$4.5M		24k	186.82	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.2	$4.5M	+1655%	29k	155.03	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$4.4M	+2%	21k	216.40	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$4.3M	+5%	171k	25.48	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.2	$4.3M		83k	51.74	View chart
Boeing Company (BA)	0.2	$4.2M		20k	212.42	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.2	$4.2M	+2722%	166k	25.04	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$4.1M	-8%	92k	45.17	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$4.1M	+2%	46k	91.04	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.2	$4.1M		32k	130.52	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$4.1M	-29%	328k	12.47	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$4.1M	-32%	126k	32.12	View chart
Enterprise Products Partners (EPD)	0.2	$4.1M	-23%	157k	25.90	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$4.0M	-74%	31k	129.46	View chart
Meta Platforms Cl A (META)	0.2	$4.0M	-26%	19k	211.94	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$3.9M		78k	50.54	View chart
Metropcs Communications (TMUS)	0.2	$3.9M	+122%	27k	144.83	View chart
Thermo Fisher Scientific (TMO)	0.2	$3.9M	-3%	6.8k	576.30	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$3.9M		77k	50.66	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$3.9M	+3%	57k	67.86	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$3.9M	+674%	81k	47.89	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$3.8M	+14%	112k	34.13	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.2	$3.7M		46k	80.66	View chart
Coca-Cola Company (KO)	0.2	$3.7M	-3%	60k	62.03	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$3.7M	-57%	40k	91.82	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.2	$3.7M	-14%	73k	50.22	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$3.7M	+25%	56k	65.16	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$3.6M	-33%	113k	32.15	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$3.6M	+147%	31k	117.65	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	0.2	$3.5M		13k	277.14	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$3.5M	-12%	72k	48.92	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$3.5M	-24%	33k	106.20	View chart
Cisco Systems (CSCO)	0.2	$3.5M	+39%	66k	52.27	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$3.5M	-15%	45k	76.50	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$3.4M	+42%	60k	57.56	View chart
Zoetis Cl A (ZTS)	0.2	$3.4M	+16%	20k	166.45	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$3.3M	-7%	83k	40.40	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$3.3M	+48%	66k	50.63	View chart
Spdr Ser Tr S&p Oilgas Exp (XOP)	0.2	$3.3M	-11%	26k	127.59	View chart
Oracle Corporation (ORCL)	0.1	$3.2M	-8%	35k	92.93	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$3.2M	+3%	9.5k	332.63	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$3.2M		57k	55.21	View chart
Air Products & Chemicals (APD)	0.1	$3.1M	+9%	11k	287.19	View chart
Proshares Tr S&p Tech Dividen (TDV)	0.1	$3.1M	NEW	51k	61.17	View chart
Charles Schwab Corporation (SCHW)	0.1	$3.1M	NEW	60k	52.38	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$3.0M	-36%	48k	62.34	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$3.0M	+9%	124k	24.07	View chart
Anthem (ELV)	0.1	$2.9M	-18%	6.4k	459.83	View chart
Fifth Third Ban (FITB)	0.1	$2.9M	+902%	110k	26.65	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$2.9M	+11%	55k	52.70	View chart
Caterpillar (CAT)	0.1	$2.9M	+52%	13k	228.85	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$2.9M		117k	24.52	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$2.9M	+3%	26k	109.24	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$2.9M	+8%	13k	226.80	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$2.9M	+4%	10k	285.83	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.1	$2.8M	+4%	76k	37.33	View chart
Cigna Corp (CI)	0.1	$2.8M	+199%	11k	255.51	View chart
Simon Property (SPG)	0.1	$2.7M		24k	111.97	View chart
Union Pacific Corporation (UNP)	0.1	$2.7M	+37%	13k	201.27	View chart
Invesco Exchange Traded Fd T S&p500 Eql Stp (RHS)	0.1	$2.7M		16k	170.40	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$2.6M		103k	25.27	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.6M	-5%	18k	144.63	View chart
Vmware Cl A Com (VMW)	0.1	$2.6M	+3%	21k	124.83	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$2.6M	-2%	28k	93.69	View chart
Invesco Exchange Traded Fd T Dynmc Enrg Exp (PXE)	0.1	$2.5M		93k	26.99	View chart
Select Sector Spdr Tr Sbi Int-inds (XLI)	0.1	$2.5M	-38%	24k	101.19	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.1	$2.4M	-26%	52k	47.01	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$2.4M		14k	178.41	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$2.4M		19k	123.72	View chart
General Motors Company (GM)	0.1	$2.4M	+7%	65k	36.68	View chart
Cadence Design Systems (CDNS)	0.1	$2.4M		11k	210.09	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$2.3M	+6%	48k	48.53	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$2.3M	-2%	7.5k	310.52	View chart
Alps Etf Tr Equal Sec Etf (EQL)	0.1	$2.3M		23k	99.53	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.1	$2.3M	+8%	274k	8.34	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.1	$2.3M	+705%	52k	43.86	View chart
Fastenal Company (FAST)	0.1	$2.2M		42k	53.93	View chart
Vanguard World Fds Health Car Etf (VHT)	0.1	$2.2M	+3%	9.4k	238.45	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$2.2M	+12%	63k	34.93	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$2.2M	-46%	29k	74.73	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$2.1M	+4%	34k	61.95	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$2.1M	+37%	137k	15.46	View chart
Abbott Laboratories (ABT)	0.1	$2.1M	-23%	21k	101.25	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$2.1M	+6%	52k	40.16	View chart
Deere & Company (DE)	0.1	$2.1M	+20%	5.0k	412.91	View chart
Exchange Traded Concepts Tr Robo Glb Etf (ROBO)	0.1	$2.0M	+8%	37k	54.72	View chart
Target Corporation (TGT)	0.1	$2.0M	-3%	12k	165.63	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$2.0M	+28%	68k	29.47	View chart
Kla Corp Com New (KLAC)	0.1	$2.0M	+7%	5.0k	399.13	View chart
Netflix (NFLX)	0.1	$2.0M	+6%	5.8k	345.42	View chart
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)	0.1	$2.0M	-39%	44k	45.25	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$2.0M	-5%	24k	82.15	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.1	$2.0M	NEW	100k	19.88	View chart
Adobe Systems Incorporated (ADBE)	0.1	$2.0M	-5%	5.1k	385.28	View chart
AGCO Corporation (AGCO)	0.1	$1.9M	+5%	14k	135.20	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$1.9M	-76%	25k	76.18	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$1.9M	+11%	37k	51.28	View chart
Amgen (AMGN)	0.1	$1.9M	+15%	7.7k	241.83	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$1.9M	NEW	47k	39.12	View chart
4068594 Enphase Energy (ENPH)	0.1	$1.9M	+33%	8.8k	210.28	View chart
Advanced Micro Devices (AMD)	0.1	$1.8M	-20%	19k	98.00	View chart
Northrop Grumman Corporation (NOC)	0.1	$1.8M	+25%	3.9k	461.82	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$1.8M	-6%	20k	91.24	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$1.8M	+33%	112k	15.96	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.8M	+5%	36k	48.79	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.1	$1.7M	+377%	32k	54.92	View chart
Vanguard World Fds Comm Srvc Etf (VOX)	0.1	$1.7M	+2%	18k	96.67	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$1.7M	-5%	37k	46.55	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RYH)	0.1	$1.7M		5.8k	291.66	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	0.1	$1.7M	-33%	12k	136.76	View chart
Airbnb Com Cl A (ABNB)	0.1	$1.6M	-3%	13k	124.38	View chart
Ford Motor Company (F)	0.1	$1.6M	+5%	130k	12.60	View chart
Arista Networks (ANET)	0.1	$1.6M		9.7k	167.84	View chart
International Business Machines (IBM)	0.1	$1.6M	-15%	12k	131.09	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$1.6M	-5%	36k	44.88	View chart
At&t (T)	0.1	$1.6M	+14%	84k	19.25	View chart
Hershey Company (HSY)	0.1	$1.6M	-60%	6.3k	254.36	View chart
Paypal Holdings (PYPL)	0.1	$1.6M	+4%	21k	75.92	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.6M	+5%	32k	49.99	View chart
PNC Financial Services (PNC)	0.1	$1.6M	+83%	12k	127.09	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$1.6M	-35%	19k	81.22	View chart
Invesco Exchange Traded Fd T S&p500 Eql Enr (RYE)	0.1	$1.6M		23k	68.33	View chart
CSX Corporation (CSX)	0.1	$1.5M		52k	29.94	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$1.5M	+13%	19k	80.55	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$1.5M	-3%	17k	88.74	View chart
Phillips 66 (PSX)	0.1	$1.5M	-32%	15k	101.40	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 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
Great Valley Advisor Group 2022 Q1 filed April 20, 2022
Great Valley Advisor Group 2021 Q4 filed Feb. 10, 2022
Great Valley Advisor Group 2021 Q3 filed Oct. 14, 2021
Great Valley Advisor Group 2021 Q2 filed July 27, 2021
Great Valley Advisor Group 2021 Q1 filed April 20, 2021
Great Valley Advisor Group 2020 Q4 filed Jan. 29, 2021
Great Valley Advisor Group 2020 Q3 filed Oct. 21, 2020
Great Valley Advisor Group 2020 Q2 filed July 31, 2020
Great Valley Advisor Group 2020 Q1 filed May 15, 2020
Great Valley Advisor Group 2019 Q4 filed Feb. 10, 2020
Great Valley Advisor Group 2019 Q3 filed Oct. 25, 2019
Great Valley Advisor Group 2019 Q2 filed July 30, 2019

View all past filings

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Great Valley Advisor Group

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Past Filings by Great Valley Advisor Group