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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.49 Million 0.06% of portfolio
55,019
Q3 2025 Added 8.83%
$172B
$2.61 Million 0.06% of portfolio
59,454
Q3 2025 Reduced 10.51%
$0
$2.83 Million 0.06% of portfolio
38,471
Q3 2025 Added 7.59%
$10.3B
$2.64 Million 0.06% of portfolio
7,761
Q3 2025 Added 8.82%
$97.3B
$2.79 Million 0.06% of portfolio
32,960
Q3 2025 Added 13.7%
$123B
$2.9 Million 0.06% of portfolio
10,286
Q3 2025 Added 12.08%
$167B
$2.79 Million 0.06% of portfolio
29,271
Q3 2025 Added 0.46%
$258B
$2.77 Million 0.06% of portfolio
16,557
Q3 2025 Reduced 0.85%
$0
$2.49 Million 0.06% of portfolio
24,121
Q3 2025 Reduced 5.22%
$237B
$2.64 Million 0.06% of portfolio
16,293
Q3 2025 Reduced 9.89%
$86.7B
$2.51 Million 0.06% of portfolio
4,124
Q3 2025 Reduced 7.01%
$0
$2.76 Million 0.06% of portfolio
10,078
Q3 2025 Added 0.91%
$52.5B
$2.47 Million 0.06% of portfolio
144,225
Q3 2025 Reduced 2.46%
$0
$2.88 Million 0.06% of portfolio
37,839
Q3 2025 Added 105.43%
$98.6B
$2.89 Million 0.06% of portfolio
30,499
Q3 2025 Added 11.1%
$0
$2.65 Million 0.06% of portfolio
27,399
Q3 2025 Added 61.08%
$174B
$2.23 Million 0.05% of portfolio
15,024
Q3 2025 Reduced 9.34%
$141B
$2.02 Million 0.05% of portfolio
79,206
Q3 2025 Reduced 4.61%
$85.9B
$2.14 Million 0.05% of portfolio
9,712
Q3 2025 Reduced 0.77%
$10.4B
$2.18 Million 0.05% of portfolio
32,464
Q3 2025 Reduced 48.92%
$128B
$2.23 Million 0.05% of portfolio
23,427
Q3 2025 Reduced 7.13%
$0
$2.29 Million 0.05% of portfolio
4,934
Q3 2025 Added 1.21%
$121B
$2.14 Million 0.05% of portfolio
2,768
Q3 2025 Reduced 4.81%
$0
$2.13 Million 0.05% of portfolio
142,036
Q3 2025 Reduced 4.88%
$161B
$2.02 Million 0.05% of portfolio
1,876
Q3 2025 Reduced 1.32%
$0
$2.19 Million 0.05% of portfolio
19,856
Q3 2025 Reduced 16.32%
$0
$2.07 Million 0.05% of portfolio
11,725
Q3 2025 Reduced 2.68%
$0
$2.2 Million 0.05% of portfolio
5,466
Q3 2025 Added 21.98%
$0
$2.4 Million 0.05% of portfolio
26,912
Q3 2025 Reduced 39.39%
$0
$2.37 Million 0.05% of portfolio
47,861
Q3 2025 Added 12.56%
$0
$2.07 Million 0.05% of portfolio
23,793
Q3 2025 Reduced 0.68%
$0
$2.1 Million 0.05% of portfolio
15,090
Q3 2025 Reduced 15.58%
$0
$2.1 Million 0.05% of portfolio
39,084
Q3 2025 Added 12.18%
$0
$2.04 Million 0.05% of portfolio
17,957
Q3 2025 Added 0.87%
$0
$2.04 Million 0.05% of portfolio
45,932
Q3 2025 Added 13.65%
$0
$2.25 Million 0.05% of portfolio
26,269
Q3 2025 Reduced 29.47%
$0
$2.43 Million 0.05% of portfolio
95,218
Q3 2025 Added 6.71%
$0
$2.03 Million 0.05% of portfolio
8,692
Q3 2025 Added 3.29%
$0
$2.11 Million 0.05% of portfolio
20,974
Q3 2025 Added 5.42%
$67.6B
$2.08 Million 0.05% of portfolio
43,050
Q3 2025 Reduced 7.33%
$0
$2.37 Million 0.05% of portfolio
17,189
Q3 2025 Added 4.33%
$0
$2.08 Million 0.05% of portfolio
23,234
Q3 2025 Added 15.37%
$0
$2.01 Million 0.05% of portfolio
23,298
Q3 2025 Reduced 2.51%
$40.3B
$2.39 Million 0.05% of portfolio
7,079
Q3 2025 Reduced 19.95%
$0
$2.38 Million 0.05% of portfolio
32,884
Q3 2025 Added 4.41%
$27B
$2.35 Million 0.05% of portfolio
10,659
Q3 2025 Added 0.93%
$114B
$2.26 Million 0.05% of portfolio
10,457
Q3 2025 Added 2.94%
$151B
$2.06 Million 0.05% of portfolio
5,850
Q3 2025 Reduced 5.08%
$152B
$2.2 Million 0.05% of portfolio
8,925
Q3 2025 Reduced 60.98%

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
Track This Portfolio

Track Great Valley Advisor Group, Inc. Portfolio

Follow Great Valley Advisor Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Valley Advisor Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Great Valley Advisor Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email