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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, NVDA, AAPL, MSFT, SPLG, and represent 12.66% of Great Valley Advisor Group's stock portfolio.
Added to shares of these 10 stocks: SPSM (+$14M), SPTL (+$11M), EPI (+$10M), NFTY (+$8.8M), GLDM (+$8.7M), JIRE (+$8.4M), BRK.B (+$7.7M), BUFR (+$7.3M), WMT (+$7.0M), SPIP (+$6.9M).
Started 86 new stock positions in PSNY, LEN, FEM, POWL, MPTI, BLOK, DOW, QUAD, JAAA, URA.
Reduced shares in these 10 stocks: RNEM (-$19M), COWZ (-$9.4M), , BLK (-$6.0M), ORCL, VTI, AVGO, IVV, BX, KLAC.
Sold out of its positions in TEAM, ACLS, Biosig Tech, BWA, BR, CNQ, CENX, CLF, SPDV, Etf Managers Tr tierra xp latin.
Great Valley Advisor Group was a net buyer of stock by $237M.
Great Valley Advisor Group has $3.3B in assets under management (AUM), dropping by 15.57%.
Central Index Key (CIK): 0001769897

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Portfolio Holdings for Great Valley Advisor Group

Great Valley Advisor Group holds 749 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Great Valley Advisor Group has 749 total positions. Only the first 250 positions are shown.

Sign up to view all of the Great Valley Advisor Group March 31, 2024 positions
Download the Great Valley Advisor Group March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.2	$106M	+2%	1.3M	80.51	View chart
NVIDIA Corporation (NVDA)	3.1	$102M		113k	903.56	View chart
Apple (AAPL)	2.3	$75M		438k	171.48	View chart
Microsoft Corporation (MSFT)	2.0	$67M		160k	420.71	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.0	$66M	+7%	1.1M	61.53	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	2.0	$66M	+9%	776k	84.94	View chart
Amazon (AMZN)	1.8	$59M		325k	180.38	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	1.6	$52M		725k	72.19	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	1.5	$49M	+38%	1.1M	43.04	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	1.5	$48M	+16%	905k	53.34	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	1.4	$46M	+32%	1.7M	27.94	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.3	$42M	+5%	1.7M	25.28	View chart
Ishares Tr Msci Acwi Etf (ACWI)	1.2	$41M		368k	110.13	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.1	$37M	-20%	641k	58.11	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.1	$37M	+30%	841k	44.05	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	1.1	$35M	+8%	464k	76.09	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.0	$34M		1.1M	31.95	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.9	$31M	+29%	1.2M	25.62	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.9	$30M	+39%	473k	62.62	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.8	$27M	+13%	471k	57.96	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$27M	+3%	175k	152.26	View chart
JPMorgan Chase & Co. (JPM)	0.8	$26M		130k	200.30	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.8	$26M	+27%	1.1M	23.46	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$26M	+3%	238k	107.60	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$25M		56k	444.00	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$25M		163k	150.93	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.7	$24M	-3%	855k	28.18	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$24M	-13%	49k	480.70	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.7	$24M	-9%	507k	46.55	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$24M	+4%	241k	97.94	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.7	$24M	+23%	466k	50.45	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$23M	+3%	68k	344.20	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$23M	-17%	87k	259.90	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.7	$22M	+6%	291k	76.19	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.6	$21M	+22%	703k	29.78	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.6	$21M	+2%	446k	46.19	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$20M	+6%	122k	162.86	View chart
Amplify Etf Tr Internatinl Enhc (IDVO)	0.6	$20M	+15%	645k	30.52	View chart
UnitedHealth (UNH)	0.6	$19M		39k	494.69	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.6	$19M	+10%	695k	27.01	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.6	$19M	+13%	374k	50.10	View chart
Visa Com Cl A (V)	0.6	$19M		66k	279.08	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$18M	-6%	35k	523.07	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$18M	+77%	42k	420.53	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.5	$17M		433k	39.81	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$17M	-3%	279k	61.05	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.5	$17M	+5%	231k	73.15	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.5	$17M	+35%	572k	29.11	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$17M	-21%	31k	525.73	View chart
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)	0.5	$16M	+9%	319k	50.33	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$16M		198k	80.63	View chart
Lockheed Martin Corporation (LMT)	0.5	$16M	+24%	35k	454.86	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$16M		69k	228.59	View chart
Eli Lilly & Co. (LLY)	0.5	$16M	+19%	20k	777.98	View chart
Johnson & Johnson (JNJ)	0.5	$16M		99k	158.19	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.5	$16M		174k	89.67	View chart
Home Depot (HD)	0.5	$16M	+14%	41k	383.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)	0.5	$15M	+91%	549k	27.96	View chart
salesforce (CRM)	0.5	$15M	+56%	51k	301.19	View chart
Meta Platforms Cl A (META)	0.5	$15M	+17%	31k	485.57	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.4	$15M	-5%	290k	50.86	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$14M		42k	337.04	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$14M	+7%	56k	249.86	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.4	$14M	+6%	267k	50.74	View chart
Pepsi (PEP)	0.4	$13M		77k	175.01	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$13M	+65%	64k	208.27	View chart
Victory Portfolios Ii Victoryshs Us (VSMV)	0.4	$13M	+65%	293k	45.24	View chart
Abbvie (ABBV)	0.4	$13M	+13%	72k	182.10	View chart
McDonald's Corporation (MCD)	0.4	$12M	+20%	44k	281.96	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.4	$12M	+76%	137k	89.50	View chart
Merck & Co (MRK)	0.4	$12M	-9%	90k	131.95	View chart
Cisco Systems (CSCO)	0.4	$12M	+27%	237k	49.91	View chart
Invesco Db Multi-sector Comm Precious Metal (DBP)	0.4	$12M	+2%	220k	53.55	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$12M	+29%	63k	182.61	View chart
Fiserv (FI)	0.3	$11M	+11%	71k	159.82	View chart
Vanguard World Mega Cap Index (MGC)	0.3	$11M	+93%	60k	186.87	View chart
Costco Wholesale Corporation (COST)	0.3	$11M	+5%	15k	732.62	View chart
Honeywell International (HON)	0.3	$11M	+86%	54k	205.26	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$11M	-6%	219k	50.17	View chart
Broadcom (AVGO)	0.3	$11M	-29%	8.2k	1325.30	View chart
Procter & Gamble Company (PG)	0.3	$11M	+18%	66k	162.26	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$11M	+2%	114k	93.71	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.3	$11M	+13%	115k	91.80	View chart
Wal-Mart Stores (WMT)	0.3	$10M	+209%	173k	60.17	View chart
Bank of America Corporation (BAC)	0.3	$10M		271k	37.92	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.3	$10M	NEW	230k	43.56	View chart
Super Micro Computer (SMCI)	0.3	$10M	+11%	9.9k	1010.03	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$9.9M	-24%	114k	86.67	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$9.7M	-4%	114k	85.65	View chart
Chevron Corporation (CVX)	0.3	$9.6M	+9%	61k	157.74	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$9.6M		87k	110.52	View chart
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT)	0.3	$9.4M	+4%	386k	24.39	View chart
ConocoPhillips (COP)	0.3	$9.2M	+8%	72k	127.28	View chart
Comcast Corp Cl A (CMCSA)	0.3	$9.2M		212k	43.35	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.3	$8.9M	-12%	77k	114.86	View chart
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)	0.3	$8.8M	NEW	155k	56.96	View chart
Cadence Design Systems (CDNS)	0.3	$8.7M	+18%	28k	311.28	View chart
Northrop Grumman Corporation (NOC)	0.3	$8.5M	+17%	18k	478.67	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$8.5M	-4%	101k	84.44	View chart
Exxon Mobil Corporation (XOM)	0.3	$8.2M	+24%	71k	116.24	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$8.0M	-5%	43k	186.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$8.0M	+383%	132k	60.74	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$8.0M	-16%	205k	39.02	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$8.0M		39k	205.73	View chart
Block Cl A (SQ)	0.2	$7.9M		94k	84.58	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.2	$7.8M	+39%	294k	26.55	View chart
Ecolab (ECL)	0.2	$7.8M		34k	230.88	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$7.6M	-4%	69k	110.50	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.2	$7.6M	+2%	40k	190.68	View chart
Adobe Systems Incorporated (ADBE)	0.2	$7.4M	+137%	15k	504.59	View chart
Lowe's Companies (LOW)	0.2	$7.4M	+2%	29k	254.73	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.2	$7.2M	+6%	119k	60.48	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$7.2M	+15%	141k	50.74	View chart
Chubb (CB)	0.2	$7.0M	+337%	27k	259.15	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$7.0M	+14%	63k	110.06	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$7.0M	+5%	60k	115.30	View chart
American Tower Reit (AMT)	0.2	$6.9M	+23%	35k	197.58	View chart
Tesla Motors (TSLA)	0.2	$6.8M	-12%	39k	175.79	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.2	$6.6M		67k	99.24	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.2	$6.5M	-3%	134k	48.50	View chart
Altria (MO)	0.2	$6.5M		148k	43.62	View chart
Walt Disney Company (DIS)	0.2	$6.4M	-8%	52k	122.36	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$6.4M	-11%	92k	70.00	View chart
FedEx Corporation (FDX)	0.2	$6.4M	+715%	22k	289.73	View chart
Medtronic SHS (MDT)	0.2	$6.3M		72k	87.15	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$6.3M	+2%	59k	107.42	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$6.2M	-7%	123k	50.60	View chart
Hershey Company (HSY)	0.2	$6.2M	+446%	32k	194.50	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$6.2M		77k	79.86	View chart
Coca-Cola Company (KO)	0.2	$5.8M	+30%	96k	61.18	View chart
Thermo Fisher Scientific (TMO)	0.2	$5.8M	+3%	10k	581.27	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.2	$5.6M	+9%	167k	33.73	View chart
Union Pacific Corporation (UNP)	0.2	$5.6M	+38%	23k	245.93	View chart
Arista Networks (ANET)	0.2	$5.4M		19k	290.00	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$5.4M	+214%	13k	418.02	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$5.3M		22k	239.75	View chart
Verizon Communications (VZ)	0.2	$5.3M	+131%	126k	41.96	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$5.2M	-4%	56k	94.42	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$5.2M		29k	179.12	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$5.2M	-2%	58k	89.90	View chart
Qualcomm (QCOM)	0.2	$5.2M	-8%	31k	169.29	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$5.1M		144k	35.84	View chart
Boeing Company (BA)	0.2	$5.1M	-7%	27k	193.00	View chart
Caterpillar (CAT)	0.2	$5.1M	-11%	14k	366.41	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$5.1M		45k	114.13	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$5.0M	+26%	53k	94.66	View chart
Bristol Myers Squibb (BMY)	0.2	$5.0M	+100%	93k	54.23	View chart
Pfizer (PFE)	0.2	$5.0M	+136%	181k	27.75	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$5.0M	+8%	34k	147.74	View chart
Advanced Micro Devices (AMD)	0.2	$5.0M	+29%	28k	180.49	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$5.0M	+8%	80k	62.33	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$5.0M	-6%	67k	74.23	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$4.9M		61k	81.43	View chart
Palo Alto Networks (PANW)	0.1	$4.8M	+12%	17k	284.15	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$4.8M	+56%	59k	81.66	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$4.8M	+19%	137k	34.88	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$4.7M	-10%	18k	260.72	View chart
Us Bancorp Del Com New (USB)	0.1	$4.7M	+177%	106k	44.70	View chart
Constellation Brands Cl A (STZ)	0.1	$4.7M	+4%	17k	271.73	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$4.7M	+4%	129k	36.19	View chart
Netflix (NFLX)	0.1	$4.6M	+3%	7.6k	607.31	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$4.6M	+9%	68k	67.86	View chart
Fastenal Company (FAST)	0.1	$4.5M	+16%	59k	77.14	View chart
Novo-nordisk A S Adr (NVO)	0.1	$4.5M	+31%	35k	128.40	View chart
Servicenow (NOW)	0.1	$4.5M	+520%	5.9k	762.44	View chart
Quad / Graphics Com Cl A (QUAD)	0.1	$4.4M	NEW	834k	5.31	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$4.4M	NEW	107k	41.25	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$4.4M	NEW	86k	50.74	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$4.3M	+4%	19k	224.97	View chart
Zoetis Cl A (ZTS)	0.1	$4.3M	+6%	25k	169.21	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$4.2M	+5%	16k	270.82	View chart
Kimberly-Clark Corporation (KMB)	0.1	$4.2M	+52%	33k	129.34	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$4.2M	-2%	34k	125.32	View chart
Simon Property (SPG)	0.1	$4.2M		27k	156.47	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$4.1M	-3%	14k	288.03	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$4.1M	-2%	44k	92.90	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$4.1M	+5%	153k	26.75	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$4.1M	+10%	24k	169.38	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$4.1M	+3%	78k	52.26	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$4.1M	-29%	44k	92.73	View chart
Nextera Energy (NEE)	0.1	$4.0M	-48%	62k	63.91	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$4.0M		66k	60.30	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$3.9M	+2%	11k	346.62	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$3.9M	-20%	34k	115.81	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$3.8M	-38%	46k	83.57	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$3.8M	-17%	9.6k	397.76	View chart
Applied Materials (AMAT)	0.1	$3.8M	+39%	19k	206.20	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.1	$3.8M	+40%	72k	52.68	View chart
Vanguard Wellington Us Momentum (VFMO)	0.1	$3.8M	+42%	25k	151.28	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$3.8M		89k	42.12	View chart
Southern Company (SO)	0.1	$3.7M	+53%	52k	71.73	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$3.7M	-54%	28k	131.38	View chart
Synopsys (SNPS)	0.1	$3.7M	+88%	6.4k	571.52	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$3.6M	+38%	63k	58.05	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.1	$3.6M		78k	46.48	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$3.6M		33k	110.53	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.1	$3.6M	+77%	33k	108.51	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$3.5M	-4%	84k	41.77	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$3.4M	-40%	47k	72.63	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$3.4M	+9%	71k	47.87	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$3.4M	+2%	127k	26.86	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.1	$3.4M		57k	58.64	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$3.3M		80k	42.01	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$3.3M	+2%	29k	116.84	View chart
Shell Spon Ads (SHEL)	0.1	$3.3M	NEW	49k	67.04	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$3.3M		78k	42.13	View chart
Eversource Energy (ES)	0.1	$3.2M	NEW	54k	59.77	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$3.2M	-19%	50k	64.40	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$3.2M	-52%	80k	40.05	View chart
Realty Income (O)	0.1	$3.2M	NEW	59k	54.10	View chart
Halliburton Company (HAL)	0.1	$3.2M	+5%	80k	39.42	View chart
International Flavors & Fragrances (IFF)	0.1	$3.2M	NEW	37k	85.99	View chart
Unilever Spon Adr New (UL)	0.1	$3.2M	+78%	63k	50.19	View chart
BlackRock (BLK)	0.1	$3.1M	-65%	3.8k	833.80	View chart
Sanofi Sponsored Adr (SNY)	0.1	$3.1M	NEW	64k	48.59	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$3.1M	NEW	62k	50.03	View chart
Rbc Cad (RY)	0.1	$3.1M	+77%	31k	100.87	View chart
Cheniere Energy Com New (LNG)	0.1	$3.1M	+11%	19k	161.30	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$3.0M	+117%	72k	42.23	View chart
Old Dominion Freight Line (ODFL)	0.1	$3.0M	+161%	14k	219.31	View chart
Air Products & Chemicals (APD)	0.1	$3.0M	+3%	12k	242.29	View chart
AGCO Corporation (AGCO)	0.1	$2.9M	+6%	24k	123.02	View chart
3M Company (MMM)	0.1	$2.9M	+50%	28k	106.08	View chart
Cigna Corp (CI)	0.1	$2.9M	-13%	7.9k	363.20	View chart
Uber Technologies (UBER)	0.1	$2.8M	-17%	37k	76.99	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$2.8M	+4%	27k	105.04	View chart
Paccar (PCAR)	0.1	$2.7M	+63%	22k	123.89	View chart
International Business Machines (IBM)	0.1	$2.7M	+6%	14k	190.98	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$2.7M	-2%	106k	25.25	View chart
Wisdomtree Tr Cybersecurity Fd (WCBR)	0.1	$2.7M	+2%	105k	25.64	View chart
Abbott Laboratories (ABT)	0.1	$2.7M		24k	113.68	View chart
Anthem (ELV)	0.1	$2.6M		5.1k	518.67	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$2.6M		13k	210.33	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$2.6M	+66%	28k	94.62	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$2.6M	+12%	36k	72.37	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$2.6M	+3%	45k	57.85	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$2.6M	+15%	2.7k	970.57	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.6M	+3%	26k	97.53	View chart
Phillips 66 (PSX)	0.1	$2.6M	+12%	16k	163.34	View chart
Alps Etf Tr Equal Sec Etf (EQL)	0.1	$2.5M		21k	117.99	View chart
Boston Scientific Corporation (BSX)	0.1	$2.5M		36k	68.49	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.1	$2.4M	-43%	47k	51.50	View chart
Deckers Outdoor Corporation (DECK)	0.1	$2.4M	-12%	2.6k	940.91	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$2.4M	+427%	45k	54.24	View chart
Target Corporation (TGT)	0.1	$2.4M	+5%	14k	177.24	View chart
Enterprise Products Partners (EPD)	0.1	$2.4M	+7%	82k	29.18	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$2.4M	-2%	19k	125.96	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$2.4M	+9%	150k	15.73	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$2.3M	-4%	36k	64.15	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$2.3M		18k	131.22	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 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
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

View all past filings

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