HoldingsChannel.com
Great Valley Advisor Group Inc. Top Holdings
As of  03/31/2023, below is a summary of the Great Valley Advisor Group Inc. top holdings by largest position size, as per the latest 13f filing made by Great Valley Advisor Group Inc.. In the Great Valley Advisor Group Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Great Valley Advisor Group Inc. in that top holding, then the share count change between reporting periods, and finally the Great Valley Advisor Group Inc. top holding position size for that row.

   EntityAmountChange
 12/31/2022 to 03/31/2023
Position Size
($ in 1000's)
VANGUARD SCOTTSDALE FDS (VCIT) 961,519 +7,699 $77,133
     VCIT961,519+7,699$77,133
APPLE INC 422,881 -3,268 $69,733
     AAPL422,881-3,068$69,733
MICROSOFT CORP 141,668 +6,693 $40,843
     MSFT141,668+6,893$40,843
FIRST TR LRGE CP CORE ALPHA (FEX) 438,616 -13,643 $35,309
     FEX438,616-13,643$35,309
NVIDIA CORPORATION 126,563 -23,999 $35,155
     NVDA126,563-23,799$35,155
SPDR SER TR (SPAB) 1,305,553 -35,282 $33,671
     SPAB1,305,553-35,282$33,671
AMAZON COM INC 304,090 -8,402 $31,409
     AMZN304,090-8,202$31,409
WISDOMTREE TR 503,722 +27,729 $31,161
     DLN503,722+27,729$31,161
WISDOMTREE TR 774,951 -25,381 $29,099
     USMF774,951-25,381$29,099
ISHARES TR (ACWI) 308,520 +4,039 $28,125
     ACWI308,520+4,039$28,125
SPDR SER TR (SPLG) 552,873 -66,301 $26,621
     SPLG552,873-66,301$26,621
ISHARES TR (MUB) 241,460 +7,164 $26,014
     MUB241,460+7,164$26,014
SPDR SER TR (SPYG) 456,571 +38,708 $25,276
     SPYG456,571+38,708$25,276
ISHARES TR (AGG) 238,624 +40,080 $23,776
     AGG238,624+40,080$23,776
ISHARES TR (TLT) 216,320 +216,320 $23,009
     TLT216,320+216,320$23,009
ISHARES TR (TIP) 180,053 +122,176 $19,851
     TIP180,053+122,176$19,851
SPDR INDEX SHS FDS (QEFA) 284,607 +66,895 $19,729
     QEFA284,607+66,895$19,729
VANGUARD INDEX FDS (VTI) 96,314 -2,239 $19,658
     VTI96,314-2,239$19,658
ISHARES TR (SHV) 176,020 +176,020 $19,450
     SHV176,020+176,020$19,450
PACER FDS TR 406,617 +17,492 $19,091
     COWZ406,617+17,492$19,091
J P MORGAN EXCHANGE TRADED F (JPST) 373,375 +236,700 $18,788
     JPST373,375+236,700$18,788
VANGUARD INDEX FDS (VTV) 131,209 -38,505 $18,121
     VTV131,209-38,505$18,121
J P MORGAN EXCHANGE TRADED F (JPHY) 397,034 +397,034 $17,839
     JPHY397,034+397,034$17,839
VANGUARD INDEX FDS (VUG) 68,588 -238 $17,109
     VUG68,588-238$17,109
SPDR SER TR (SPSM) 433,713 -178,110 $16,382
     SPSM433,713-178,110$16,382
ALPHABET INC 154,728 -11,707 $16,050
     GOOGL154,728-11,707$16,050
INVESCO QQQ TR 49,934 -5,030 $16,025
     QQQ49,934-5,030$16,025
SPDR SER TR (SPMD) 360,932 +13,577 $15,859
     SPMD360,932+13,577$15,859
SPDR S&P 500 ETF TR (SPY) 37,222 -877 $15,239
     SPY37,222-4,877$15,239
FIRST TR EXCHANGE TRADED FD (FTCS) 202,246 -11,710 $14,752
     FTCS202,246-11,710$14,752
JPMORGAN CHASE & CO 113,135 +14,436 $14,742
     JPM113,135+14,436$14,742
ISHARES GOLD TR (IAU) 394,220 +304,339 $14,732
     IAU394,220+304,339$14,732
VANGUARD INDEX FDS (VOO) 38,912 +21,017 $14,634
     VOO38,912+21,017$14,634
VANGUARD INDEX FDS (VB) 77,038 -3,065 $14,603
     VB77,038-3,065$14,603
UNITEDHEALTH GROUP INC 30,375 +2,891 $14,355
     UNH30,375+2,891$14,355
ALPHABET INC 130,980 +30,928 $13,622
     GOOG130,980+31,328$13,622
JOHNSON & JOHNSON 87,163 +18,627 $13,510
     JNJ87,163+18,627$13,510
WISDOMTREE TR 484,420 +144,911 $13,486
     XSOE484,420+144,911$13,486
WISDOMTREE TR 291,277 -13,389 $13,338
     DGS291,277-13,389$13,338
ISHARES TR (IVV) 31,704 -95 $13,033
     IVV31,704-95$13,033
SPDR SER TR (SPMB) 586,094 +32,400 $13,000
     SPMB586,094+32,400$13,000
ISHARES TR (IJR) 133,979 +60,700 $12,956
     IJR133,979+60,700$12,956
GLOBAL X FDS 450,227 +67,316 $12,764
     PAVE450,227+67,316$12,764
SCHWAB STRATEGIC TR 261,431 -3,289 $12,509
     SCHB261,431-3,289$12,509
J P MORGAN EXCHANGE TRADED F (JMST) 245,696 +202,943 $12,479
     JMST245,696+202,943$12,479
ISHARES TR (EMB) 144,485 +4,188 $12,466
     EMB144,485+4,188$12,466
VANGUARD INDEX FDS (VO) 57,928 -4,639 $12,219
     VO57,928-4,639$12,219
SPDR SER TR (SPYV) 297,622 -5,708 $12,119
     SPYV297,622-5,708$12,119
VISA INC 53,408 +15,205 $12,042
     V53,408+15,205$12,042
ISHARES TR (IWF) 47,212 -20,128 $11,535
     IWF47,212-20,128$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.

Size ($ in 1000's)
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

Great Valley Advisor Group Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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