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
$2.15 Million 0.05% of portfolio
72,462
Q3 2025 Added 21.49%
$144B
$2.2 Million 0.05% of portfolio
4,818
Q3 2025 Reduced 8.32%
$0
$2.24 Million 0.05% of portfolio
14,854
Q3 2025 Added 2.06%
$36B
$2.42 Million 0.05% of portfolio
24,067
Q3 2025 Added 11.68%
$111B
$2.45 Million 0.05% of portfolio
7,432
Q3 2025 Added 4.19%
$0
$1.64 Million 0.04% of portfolio
14,832
Q2 2025 Added 65.35%
$0
$1.87 Million 0.04% of portfolio
14,855
Q3 2025 Reduced 4.23%
$0
$1.71 Million 0.04% of portfolio
7,026
Q3 2025 Added 5.77%
$35.1B
$1.58 Million 0.04% of portfolio
12,682
Q3 2025 Reduced 5.47%
$0
$1.61 Million 0.04% of portfolio
50,077
Q3 2025 Added 482.9%
$0
$1.72 Million 0.04% of portfolio
45,647
Q3 2025 Added 7.82%
$65.7B
$1.81 Million 0.04% of portfolio
22,630
Q3 2025 Added 81.71%
$0
$1.81 Million 0.04% of portfolio
20,406
Q3 2025 Added 2.42%
$0
$1.69 Million 0.04% of portfolio
20,224
Q3 2025 Added 1.15%
$181B
$1.8 Million 0.04% of portfolio
63,618
Q3 2025 Added 0.67%
$268B
$1.77 Million 0.04% of portfolio
10,555
Q3 2025 Reduced 5.74%
$19.3B
$1.78 Million 0.04% of portfolio
19,105
Q3 2025 Added 2.56%
$0
$1.63 Million 0.04% of portfolio
11,563
Q3 2025 Reduced 4.26%
$150B
$1.73 Million 0.04% of portfolio
29,153
Q3 2025 Added 13.43%
$0
$1.92 Million 0.04% of portfolio
61,543
Q3 2025 Reduced 1.83%
$0
$1.9 Million 0.04% of portfolio
60,689
Q3 2025 Added 25.48%
$191B
$1.75 Million 0.04% of portfolio
325
Q3 2025 Reduced 0.31%
$0
$1.95 Million 0.04% of portfolio
37,374
Q3 2025 Added 1.34%
$39.8B
$1.97 Million 0.04% of portfolio
41,660
Q3 2025 Reduced 1.16%
$270B
$1.63 Million 0.04% of portfolio
22,745
Q3 2025 Added 12.91%
$0
$1.73 Million 0.04% of portfolio
12,341
Q3 2025 Reduced 0.53%
$0
$1.88 Million 0.04% of portfolio
71,488
Q3 2025 Reduced 3.27%
$0
$1.62 Million 0.04% of portfolio
33,710
Q3 2025 Added 0.07%
$0
$1.94 Million 0.04% of portfolio
38,840
Q3 2025 Added 10.49%
$78.4B
$1.97 Million 0.04% of portfolio
14,746
Q3 2025 Added 2.17%
$68.5B
$2 Million 0.04% of portfolio
14,713
Q3 2025 Added 0.5%
$0
$1.74 Million 0.04% of portfolio
15,134
Q3 2025 Added 66.0%
$0
$1.71 Million 0.04% of portfolio
37,438
Q3 2025 Added 20.09%
$0
$1.74 Million 0.04% of portfolio
33,218
Q3 2025 Reduced 1.93%
$20.8B
$1.65 Million 0.04% of portfolio
12,266
Q3 2025 Added 50.63%
$0
$1.77 Million 0.04% of portfolio
35,040
Q3 2025 Reduced 11.77%
$0
$1.67 Million 0.04% of portfolio
36,151
Q3 2025 New
$0
$1.57 Million 0.04% of portfolio
42,325
Q3 2025 Added 3.65%
$0
$1.62 Million 0.04% of portfolio
7,780
Q3 2025 Added 11.33%
$0
$1.97 Million 0.04% of portfolio
15,111
Q3 2025 Reduced 0.26%
$0
$1.66 Million 0.04% of portfolio
7,057
Q3 2025 Added 13.95%
$35.1B
$1.67 Million 0.04% of portfolio
27,550
Q3 2025 Added 12.47%
$35B
$1.9 Million 0.04% of portfolio
16,560
Q3 2025 Added 11.29%
$123B
$1.76 Million 0.04% of portfolio
2,522
Q3 2025 Reduced 0.47%
$317B
$1.97 Million 0.04% of portfolio
23,522
Q3 2025 Added 39.11%
$0
$1.91 Million 0.04% of portfolio
2,562
Q3 2025 Added 3.98%
$25.4B
$1.86 Million 0.04% of portfolio
26,172
Q3 2025 Added 11.54%
$0
$1.12 Million 0.03% of portfolio
25,921
Q3 2025 New
$0
$1.51 Million 0.03% of portfolio
20,616
Q3 2025 Added 6.37%

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
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