Great Valley Advisor Group, Inc. Asset Management

Great Valley Advisor Group, Inc.

  • $4.08 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$109B
$4.19 Million 0.1% of portfolio
27,993
Q2 2025 Added 16.03%
$0
$3.01 Million 0.07% of portfolio
245,669
Q2 2025 Reduced 0.67%
$0
$2.97 Million 0.07% of portfolio
117,147
Q2 2025 Reduced 23.75%
$0
$2.22 Million 0.05% of portfolio
149,327
Q2 2025 Added 14.19%
$75.8B
$2.05 Million 0.05% of portfolio
14,433
Q2 2025 Added 19.79%
$0
$616,000 0.02% of portfolio
29,707
Q2 2025 Reduced 2.62%
$0
$507,000 0.01% of portfolio
43,592
Q4 2018 New
$23.7B
$504,000 0.01% of portfolio
5,226
Q2 2025 Added 1.04%
$51.7B
$488,000 0.01% of portfolio
916
Q2 2025 Reduced 23.15%
$0
$380,000 0.01% of portfolio
9,980
Q1 2025 Reduced 16.75%
$0
$378,000 0.01% of portfolio
14,301
Q2 2025 Reduced 43.66%
$0
$362,000 0.01% of portfolio
16,985
Q1 2025 Reduced 8.11%
$0
$358,000 0.01% of portfolio
16,334
Q2 2025 Reduced 15.26%
$0
$289,000 0.01% of portfolio
51,309
Q2 2025 Reduced 3.95%
$0
$251,000 0.01% of portfolio
18,088
Q2 2025 Reduced 5.52%
$87B
$235,000 0.01% of portfolio
2,584
Q2 2025 Reduced 13.29%
$0
$206,000 0.01% of portfolio
21,500
Q4 2018 New
$0
$168,000 0.0% of portfolio
16,000
Q3 2020 Reduced 1.99%
$0
$158,000 0.0% of portfolio
10,050
Q2 2025 Reduced 40.18%
$0
$151,000 0.0% of portfolio
11,100
Q2 2025 Reduced 4.84%
$0
$148,000 0.0% of portfolio
15,206
Q1 2025 Added 1.47%
$0
$142,000 0.0% of portfolio
24,475
Q2 2025 Added 0.55%
$530M
$120,000 0.0% of portfolio
12,643
Q2 2025 New
$0
$88,000 0.0% of portfolio
10,000
Q2 2025 Reduced 21.29%
$0
$80,000 0.0% of portfolio
13,675
Q2 2025 New
$0
$65,000 0.0% of portfolio
20,667
Q2 2025 Added 3.86%
$0
$45,000 0.0% of portfolio
11,468
Q2 2025 New
$0
$45,000 0.0% of portfolio
10,536
Q1 2025 New
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