Great Valley Advisor Group, Inc. Portfolio Holdings
Great Valley Advisor Group, Inc.
- $4.08 Billion
- Q2 2025
Great Valley Advisor Group, Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.08 Billion distributed in 892 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $173M, Spdr Portfolio S&P 500 ETF (Ma with a value of $115M, Wisdomtree Tr U.S Largecap Div with a value of $96.5M, American Centy ETF Tr Stoxx Us with a value of $95.1M, and Apple Inc. with a value of $84.5M.
Examining the 13F form we can see an decrease of $49.9M in the current position value, from $4.13B to 4.08B.
Below you can find more details about Great Valley Advisor Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$4.08 Billion
ETFs: $2.82 Billion
Technology: $476 Million
Financial Services: $135 Million
Consumer Cyclical: $130 Million
Communication Services: $119 Million
Healthcare: $103 Million
Industrials: $95.8 Million
Consumer Defensive: $77.4 Million
Other: $105 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 892
- Current Value $4.08 Billion
- Prior Value $4.13 Billion
- Filing
- Period Q2 2025
- Filing Date August 14, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 85 stocks
- Additional Purchases 318 stocks
- Sold out of 0 stocks
- Reduced holdings in 453 stocks