Great Valley Advisor Group, Inc. Portfolio Holdings
Great Valley Advisor Group, Inc.
- $3.45 Billion
- Q2 2024
Great Valley Advisor Group, Inc. has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $3.45 Billion distributed in 776 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $139M, Vanguard Intermediate Term Cor with a value of $111M, Apple Inc. with a value of $95.2M, Microsoft Corp with a value of $72.7M, and American Centy ETF Tr Stoxx Us with a value of $67.7M.
Examining the 13F form we can see an increase of $246M in the current position value, from $3.21B to 3.45B.
Below you can find more details about Great Valley Advisor Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$3.45 Billion
ETFs: $2.11 Billion
Technology: $461 Million
Healthcare: $151 Million
Financial Services: $135 Million
Consumer Cyclical: $134 Million
Industrials: $127 Million
Communication Services: $106 Million
Consumer Defensive: $96.1 Million
Other: $129 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 776
- Current Value $3.45 Billion
- Prior Value $3.21 Billion
- Filing
- Period Q2 2024
- Filing Date July 16, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 70 stocks
- Additional Purchases 424 stocks
- Sold out of 0 stocks
- Reduced holdings in 241 stocks