
Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
961,519 | +7,699 | $77,133 |
VCIT | 961,519 | +7,699 | $77,133 |
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422,881 | -3,268 | $69,733 |
AAPL | 422,881 | -3,068 | $69,733 |
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141,668 | +6,693 | $40,843 |
MSFT | 141,668 | +6,893 | $40,843 |
![]() |
438,616 | -13,643 | $35,309 |
FEX | 438,616 | -13,643 | $35,309 |
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126,563 | -23,999 | $35,155 |
NVDA | 126,563 | -23,799 | $35,155 |
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1,305,553 | -35,282 | $33,671 |
SPAB | 1,305,553 | -35,282 | $33,671 |
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304,090 | -8,402 | $31,409 |
AMZN | 304,090 | -8,202 | $31,409 |
![]() |
503,722 | +27,729 | $31,161 |
DLN | 503,722 | +27,729 | $31,161 |
![]() |
774,951 | -25,381 | $29,099 |
USMF | 774,951 | -25,381 | $29,099 |
![]() |
308,520 | +4,039 | $28,125 |
ACWI | 308,520 | +4,039 | $28,125 |
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552,873 | -66,301 | $26,621 |
SPLG | 552,873 | -66,301 | $26,621 |
![]() |
241,460 | +7,164 | $26,014 |
MUB | 241,460 | +7,164 | $26,014 |
![]() |
456,571 | +38,708 | $25,276 |
SPYG | 456,571 | +38,708 | $25,276 |
![]() |
238,624 | +40,080 | $23,776 |
AGG | 238,624 | +40,080 | $23,776 |
![]() |
216,320 | +216,320 | $23,009 |
TLT | 216,320 | +216,320 | $23,009 |
![]() |
180,053 | +122,176 | $19,851 |
TIP | 180,053 | +122,176 | $19,851 |
![]() |
284,607 | +66,895 | $19,729 |
QEFA | 284,607 | +66,895 | $19,729 |
![]() |
96,314 | -2,239 | $19,658 |
VTI | 96,314 | -2,239 | $19,658 |
![]() |
176,020 | +176,020 | $19,450 |
SHV | 176,020 | +176,020 | $19,450 |
![]() |
406,617 | +17,492 | $19,091 |
COWZ | 406,617 | +17,492 | $19,091 |
![]() |
373,375 | +236,700 | $18,788 |
JPST | 373,375 | +236,700 | $18,788 |
![]() |
131,209 | -38,505 | $18,121 |
VTV | 131,209 | -38,505 | $18,121 |
![]() |
397,034 | +397,034 | $17,839 |
JPHY | 397,034 | +397,034 | $17,839 |
![]() |
68,588 | -238 | $17,109 |
VUG | 68,588 | -238 | $17,109 |
![]() |
433,713 | -178,110 | $16,382 |
SPSM | 433,713 | -178,110 | $16,382 |
![]() |
154,728 | -11,707 | $16,050 |
GOOGL | 154,728 | -11,707 | $16,050 |
![]() |
49,934 | -5,030 | $16,025 |
QQQ | 49,934 | -5,030 | $16,025 |
![]() |
360,932 | +13,577 | $15,859 |
SPMD | 360,932 | +13,577 | $15,859 |
![]() |
37,222 | -877 | $15,239 |
SPY | 37,222 | -4,877 | $15,239 |
![]() |
202,246 | -11,710 | $14,752 |
FTCS | 202,246 | -11,710 | $14,752 |
![]() |
113,135 | +14,436 | $14,742 |
JPM | 113,135 | +14,436 | $14,742 |
![]() |
394,220 | +304,339 | $14,732 |
IAU | 394,220 | +304,339 | $14,732 |
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38,912 | +21,017 | $14,634 |
VOO | 38,912 | +21,017 | $14,634 |
![]() |
77,038 | -3,065 | $14,603 |
VB | 77,038 | -3,065 | $14,603 |
![]() |
30,375 | +2,891 | $14,355 |
UNH | 30,375 | +2,891 | $14,355 |
![]() |
130,980 | +30,928 | $13,622 |
GOOG | 130,980 | +31,328 | $13,622 |
![]() |
87,163 | +18,627 | $13,510 |
JNJ | 87,163 | +18,627 | $13,510 |
![]() |
484,420 | +144,911 | $13,486 |
XSOE | 484,420 | +144,911 | $13,486 |
![]() |
291,277 | -13,389 | $13,338 |
DGS | 291,277 | -13,389 | $13,338 |
![]() |
31,704 | -95 | $13,033 |
IVV | 31,704 | -95 | $13,033 |
![]() |
586,094 | +32,400 | $13,000 |
SPMB | 586,094 | +32,400 | $13,000 |
![]() |
133,979 | +60,700 | $12,956 |
IJR | 133,979 | +60,700 | $12,956 |
![]() |
450,227 | +67,316 | $12,764 |
PAVE | 450,227 | +67,316 | $12,764 |
![]() |
261,431 | -3,289 | $12,509 |
SCHB | 261,431 | -3,289 | $12,509 |
![]() |
245,696 | +202,943 | $12,479 |
JMST | 245,696 | +202,943 | $12,479 |
![]() |
144,485 | +4,188 | $12,466 |
EMB | 144,485 | +4,188 | $12,466 |
![]() |
57,928 | -4,639 | $12,219 |
VO | 57,928 | -4,639 | $12,219 |
![]() |
297,622 | -5,708 | $12,119 |
SPYV | 297,622 | -5,708 | $12,119 |
![]() |
53,408 | +15,205 | $12,042 |
V | 53,408 | +15,205 | $12,042 |
![]() |
47,212 | -20,128 | $11,535 |
IWF | 47,212 | -20,128 | $11,535 |
See Full List: All Stocks Held By Great Valley Advisor Group Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Great Valley Advisor Group Inc.
![]() At 03/31/2023: $2,144,450 At 12/31/2022: $1,957,004 Great Valley Advisor Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Great Valley Advisor Group Inc. 13F filings. Link to 13F filings: SEC filings |