Great Valley Advisor Group, Inc. has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $3.21 Billion distributed in 749 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $106M, Nvidia Corp with a value of $102M, Apple Inc. with a value of $75.1M, Microsoft Corp with a value of $67.4M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $66.2M.

Examining the 13F form we can see an increase of $395M in the current position value, from $2.81B to 3.21B.

Below you can find more details about Great Valley Advisor Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $3.21 Billion
ETFs: $1.99 Billion
Technology: $398 Million
Healthcare: $139 Million
Financial Services: $128 Million
Consumer Cyclical: $128 Million
Industrials: $118 Million
Communication Services: $96.2 Million
Consumer Defensive: $91.7 Million
Other: $119 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 749
  • Current Value $3.21 Billion
  • Prior Value $2.81 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 03, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 85 stocks
  • Additional Purchases 389 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 236 stocks
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