Great Valley Advisor Group, Inc. Portfolio Holdings
Great Valley Advisor Group, Inc.
- $4.47 Billion
- Q3 2025
Great Valley Advisor Group, Inc. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.47 Billion distributed in 923 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $205M, Spdr Portfolio S&P 500 ETF (Ma with a value of $132M, American Centy ETF Tr Stoxx Us with a value of $110M, Apple Inc. with a value of $105M, and Wisdomtree Tr U.S Largecap Div with a value of $104M.
Examining the 13F form we can see an increase of $387M in the current position value, from $4.08B to 4.47B.
Below you can find more details about Great Valley Advisor Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$4.47 Billion
ETFs: $3.09 Billion
Technology: $537 Million
Financial Services: $146 Million
Consumer Cyclical: $143 Million
Communication Services: $139 Million
Healthcare: $104 Million
Industrials: $101 Million
Consumer Defensive: $79.5 Million
Other: $109 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 923
- Current Value $4.47 Billion
- Prior Value $4.08 Billion
- Filing
- Period Q3 2025
- Filing Date November 14, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 68 stocks
- Additional Purchases 457 stocks
- Sold out of 0 stocks
- Reduced holdings in 360 stocks