Great Valley Advisor Group, Inc. Portfolio Holdings
Great Valley Advisor Group, Inc.
- $4.13 Billion
- Q1 2025
Great Valley Advisor Group, Inc. has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $4.13 Billion distributed in 1385 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $131M, Nvidia Corp with a value of $123M, Apple Inc. with a value of $97.2M, Spdr Portfolio S&P 500 ETF (Ma with a value of $85.1M, and Wisdomtree Tr U.S Largecap Div with a value of $82.2M.
Examining the 13F form we can see an increase of $58.2M in the current position value, from $4.07B to 4.13B.
Below you can find more details about Great Valley Advisor Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$4.13 Billion
ETFs: $2.83 Billion
Technology: $419 Million
Financial Services: $154 Million
Healthcare: $138 Million
Consumer Cyclical: $130 Million
Communication Services: $112 Million
Industrials: $101 Million
Consumer Defensive: $91.9 Million
Other: $143 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 1,385
- Current Value $4.13 Billion
- Prior Value $4.07 Billion
- Filing
- Period Q1 2025
- Filing Date May 08, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 79 stocks
- Additional Purchases 385 stocks
- Sold out of 0 stocks
- Reduced holdings in 364 stocks