Great Valley Advisor Group, Inc. Portfolio Holdings
Great Valley Advisor Group, Inc.
- $4.07 Billion
- Q4 2024
Great Valley Advisor Group, Inc. has filed its 13F form on February 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $4.07 Billion distributed in 840 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $156M, Vanguard Intermediate Term Cor with a value of $127M, Apple Inc. with a value of $111M, American Centy ETF Tr Stoxx Us with a value of $87M, and Microsoft Corp with a value of $74.1M.
Examining the 13F form we can see an increase of $229M in the current position value, from $3.84B to 4.07B.
Below you can find more details about Great Valley Advisor Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$4.07 Billion
ETFs: $2.56 Billion
Technology: $502 Million
Financial Services: $160 Million
Consumer Cyclical: $156 Million
Healthcare: $149 Million
Industrials: $142 Million
Communication Services: $120 Million
Consumer Defensive: $120 Million
Other: $159 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 840
- Current Value $4.07 Billion
- Prior Value $3.84 Billion
- Filing
- Period Q4 2024
- Filing Date February 24, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 60 stocks
- Additional Purchases 417 stocks
- Sold out of 0 stocks
- Reduced holdings in 322 stocks