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CIK: 0001769897
Total reported value
$6.3B
$6.3B
868 檔
8.6%
According to the latest 13F quarterly dataset, Great Valley Advisor Group, Inc. managed an equity portfolio of $6.3B at the end of Q1 2025, spanning 868 distinct U.S. exchange-listed positions.
In Q1 2025, Great Valley Advisor Group, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 868 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.82% | -0.01% | +0.85% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.64% | +0.07% | -2.76% | |
| 3 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 2.35% | — | +3.11% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.09% | +0.01% | -1.02% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.83% | -0.04% | +47.58% | |
| 6 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.77% | +0.06% | +8.93% | |
| 7 | QGRO | American Century US Quality | ETF-Other | 1.75% | -0.16% | -0.53% | |
| 8 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.65% | — | +3.98% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.42% | -0.01% | +32.14% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.34% | +0.05% | +0.63% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.34% | -0.12% | -5.39% | |
| 12 | DFIC | Dimensional International Co | ETF-Other | 1.31% | — | +2.29% | |
| 13 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.29% | -0.04% | +11.91% | |
| 14 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.28% | -0.29% | +4.45% | |
| 15 | VFMO | Vanguard US Momentum Factor | ETF-Other | 1.27% | +0.07% | +398.60% | |
| 16 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.21% | -0.12% | +0.27% | |
| 17 | VSDA | Victoryshares Dividend Accel | ETF-Other | 1.15% | -0.04% | +167.04% | |
| 18 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 1.07% | +0.26% | +30.80% | |
| 19 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 1.04% | +0.05% | +311.94% | |
| 20 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.97% | +0.08% | +10.28% | |
| 21 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.92% | — | +1.66% | |
| 22 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.90% | — | +5.41% | |
| 23 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 0.88% | -0.02% | -12.83% | |
| 24 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.86% | +0.04% | -27.79% | |
| 25 | LVHI | Franklin International Low V | ETF-Other | 0.86% | -0.08% | +11.22% | |
| 26 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 0.83% | +0.03% | — | |
| 27 | FDV | Fed Hermes US Strat Div ETF | ETF-Other | 0.81% | -0.06% | — | |
| 28 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.78% | +0.01% | — | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.74% | -0.09% | +10.41% | |
| 30 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.70% | — | -51.34% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | -0.10% | +23.64% | |
| 32 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 0.70% | -0.02% | -31.96% | |
| 33 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.68% | +0.05% | +2.27% | |
| 34 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.66% | -0.12% | -6.87% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-Other | 0.65% | -0.02% | -1.74% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | — | -17.69% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.63% | +0.12% | +2.54% | |
| 38 | CGMU | Cap Group Municipal Income | ETF-Other | 0.61% | -0.04% | +8.21% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.61% | +0.04% | +2.65% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | +0.12% | -14.78% | |
| 41 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.57% | — | -11.33% | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.56% | +0.02% | +1.93% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.56% | -0.02% | +2.65% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.55% | -0.04% | +6.57% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.05% | -0.87% | |
| 46 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-Other | 0.54% | — | +1.63% | |
| 47 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.54% | -0.04% | +5.50% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.53% | — | +38.26% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.53% | -0.01% | +2.10% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | — | -8.41% |
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 868 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VCIT, NVDA, DCOR) accounted for 8.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
VCIT
市值: $131.0M
During Q1 2025, Great Valley Advisor Group, Inc.'s top holdings by market value included VCIT (2.8%)、NVDA (2.6%)、DCOR (2.4%). The largest single position, VCIT, represented 2.8% of total portfolio value.
In Q1 2025, Great Valley Advisor Group, Inc. made 50 total portfolio adjustments, initiating 50 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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