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CIK: 0001769897
Total reported value
$6.3B
$6.3B
892 檔
8.9%
The Q2 2025 SEC filing reveals that Great Valley Advisor Group, Inc. held a total portfolio value of $6.3B, covering 892 public equity positions.
During Q2 2025, 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 892 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.84% | +0.07% | -3.13% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.56% | -0.04% | +22.69% | |
| 3 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 2.14% | +0.06% | +13.42% | |
| 4 | QGRO | American Century US Quality | ETF-Other | 2.11% | -0.16% | +0.37% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 1.87% | +0.01% | -5.93% | |
| 6 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.81% | -0.16% | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.66% | -0.12% | -9.38% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.47% | +0.05% | -7.74% | |
| 9 | VFMO | Vanguard US Momentum Factor | ETF-Other | 1.33% | +0.07% | -10.14% | |
| 10 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.32% | -0.12% | +4.87% | |
| 11 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.31% | -0.04% | -1.39% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.26% | +0.08% | +9.99% | |
| 13 | VSDA | Victoryshares Dividend Accel | ETF-Other | 1.24% | -0.04% | +4.22% | |
| 14 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.23% | -0.29% | -11.60% | |
| 15 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 1.12% | +0.26% | -0.65% | |
| 16 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 1.11% | +0.03% | +22.45% | |
| 17 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.11% | -0.02% | +10.10% | |
| 18 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 1.03% | +0.05% | -17.80% | |
| 19 | LVHI | Franklin International Low V | ETF-Other | 1.01% | -0.08% | +13.59% | |
| 20 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.00% | +0.04% | +7.70% | |
| 21 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 1.00% | +0.01% | +21.47% | |
| 22 | CGGR | Cap Group Growth Equity | ETF-Other | 0.98% | +0.07% | +1086.15% | |
| 23 | FDV | Fed Hermes US Strat Div ETF | ETF-Other | 0.93% | -0.06% | +14.51% | |
| 24 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.84% | — | — | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.80% | +0.12% | +5.52% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | -0.10% | -14.27% | |
| 27 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.77% | — | -0.06% | |
| 28 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.71% | +0.05% | -6.20% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | +0.12% | -1.45% | |
| 30 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.68% | -0.12% | -0.42% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.66% | -0.09% | -12.74% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.66% | -0.01% | +9.33% | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.65% | +0.01% | +6.86% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.65% | +0.04% | -5.22% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | — | -17.05% | |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.64% | -0.04% | +104.59% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.63% | +0.02% | -7.74% | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.63% | — | +5.89% | |
| 39 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.62% | -0.01% | -57.62% | |
| 40 | IDMO | Invesco S&p International De | ETF-Other | 0.62% | +0.09% | +2.41% | |
| 41 | USMF | Wisdomtree US Multifactor Fu | ETF-Other | 0.60% | -0.49% | +8.30% | |
| 42 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.59% | +0.03% | +15.21% | |
| 43 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.59% | +0.04% | -1.48% | |
| 44 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.57% | -0.04% | +3.31% | |
| 45 | CGMU | Cap Group Municipal Income | ETF-Other | 0.56% | -0.04% | -10.98% | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.56% | -0.02% | -4.89% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.55% | +0.03% | +1.77% | |
| 48 | IDVO | Amplify Cwp Intl Enh Dvd Inc | ETF-Other | 0.54% | -0.04% | +5.02% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.54% | — | +5.98% | |
| 50 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.53% | -0.03% | +36.15% |
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 892 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, SPYM, DLN) accounted for 8.9% of total reported equity market value during Q2 2025.
During Q2 2025, Great Valley Advisor Group, Inc.'s top holdings by market value included NVDA (3.8%)、SPYM (2.6%)、DLN (2.1%). The largest single position, NVDA, represented 3.8% of total portfolio value.
In Q2 2025, 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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