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CIK: 0001769897
Total reported value
$6.3B
$6.3B
776 檔
7.7%
As reported in its official Q2 2024 Form 13F filing, Great Valley Advisor Group, Inc.'s tracked investment portfolio stood at $6.3B with 776 total positions.
During Q2 2024, Great Valley Advisor Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 776 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.88% | +0.07% | +891.18% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.12% | -0.01% | +5.85% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.66% | +0.01% | +3.24% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.03% | -0.12% | +1.43% | |
| 5 | QGRO | American Century US Quality | ETF-Other | 1.89% | -0.16% | +1.49% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.79% | +0.05% | +1.76% | |
| 7 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.60% | +0.06% | +8.56% | |
| 8 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.53% | — | +17.52% | |
| 9 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.45% | — | +14.66% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.36% | -0.04% | -29.38% | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.32% | +0.04% | +0.43% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.28% | -0.04% | +8.82% | |
| 13 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.21% | — | +4.10% | |
| 14 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.16% | -0.29% | +7.06% | |
| 15 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.99% | +0.05% | +2.76% | |
| 16 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 0.99% | -0.02% | +2.33% | |
| 17 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 0.96% | -0.02% | +12.84% | |
| 18 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 0.94% | -0.02% | +13.02% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.93% | +0.12% | +3.76% | |
| 20 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.90% | +0.08% | +11.31% | |
| 21 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.85% | -0.02% | +18.52% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.81% | +0.04% | -1.84% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.77% | — | +5.16% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.77% | +0.12% | +1.81% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | +0.01% | +7.71% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.74% | -0.02% | +4.78% | |
| 27 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.73% | -0.01% | +11.09% | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 0.70% | +0.02% | -1.46% | |
| 29 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.70% | -0.04% | +4.04% | |
| 30 | LVHI | Franklin International Low V | ETF-Other | 0.70% | -0.08% | +19.48% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.68% | -0.09% | +4.74% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.67% | -0.01% | +2.18% | |
| 33 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.65% | -0.04% | -33.43% | |
| 34 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-Other | 0.61% | — | +6.46% | |
| 35 | USMF | Wisdomtree US Multifactor Fu | ETF-Other | 0.59% | -0.49% | -8.78% | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.59% | -0.02% | +6.93% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.58% | +0.04% | +4.28% | |
| 38 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.57% | +0.04% | +133.36% | |
| 39 | CGMU | Cap Group Municipal Income | ETF-Other | 0.57% | -0.04% | +9.29% | |
| 40 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.57% | — | +11.54% | |
| 41 | IDVO | Amplify Cwp Intl Enh Dvd Inc | ETF-Other | 0.55% | -0.04% | +0.17% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.54% | +0.06% | +5.34% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.54% | — | +10.39% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | -0.01% | +10.23% | |
| 45 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.53% | -0.09% | -16.92% | |
| 46 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.52% | — | +5.46% | |
| 47 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 0.52% | — | +12.34% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | -0.10% | +16.17% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | +0.04% | -3.47% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.05% | +7.17% |
According to official SEC Form 13F filings, Great Valley Advisor Group, Inc. reported a total U.S. public equity portfolio value of $6.3B across 776 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, VCIT, AAPL) accounted for 7.7% of total reported equity market value during Q2 2024.
During Q2 2024, Great Valley Advisor Group, Inc.'s top holdings by market value included NVDA (3.9%)、VCIT (3.1%)、AAPL (2.7%). The largest single position, NVDA, represented 3.9% of total portfolio value.
In Q2 2024, Great Valley Advisor Group, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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