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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, QGRO, MSFT, NVDA, and represent 12.44% of Great Valley Advisor Group's stock portfolio.
Added to shares of these 10 stocks: SPTL (+$26M), CGMU (+$15M), DFAC (+$13M), SPTI (+$9.3M), RSP (+$8.1M), JPST (+$7.6M), SCHD (+$6.6M), CMCSA (+$5.2M), TLH, SPBO.
Started 38 new stock positions in SPHQ, SGOV, SPOT, TLRY, BUFQ, SPTL, CGMU, TLH, AEHR, STRL.
Reduced shares in these 10 stocks: SHV (-$21M), TLT (-$18M), , PULS (-$7.0M), MLN (-$5.8M), QCOM, TMUS, SPY, VMW, RTX.
Sold out of its positions in A, TAXF, AFG, NLY, BLRX, BDJ, BGY, LNG, CAG, GLW.
Great Valley Advisor Group was a net buyer of stock by $114M.
Great Valley Advisor Group has $2.4B in assets under management (AUM), dropping by 0.97%.
Central Index Key (CIK): 0001769897

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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.

Sign up to view all of the Great Valley Advisor Group Sept. 30, 2023 positions
Download the Great Valley Advisor Group September 2023 csv data

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

View all past filings

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