GREAT VALLEY ADVISOR GROUP, INC. Q1 2024 Filing

Filed May 6, 2024

Portfolio Value

$3.3T

Holdings

749

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (749 positions)

#StockSharesValue% PortfolioType
101
IJHISHARES TR
131,762$8K0.00%
102
NOCNORTHROP GRUMMAN CORP
17,841$8K0.00%
103
ECLECOLAB INC
33,720$7K0.00%
104
LOWLOWES COS INC
28,925$7K0.00%
105
VTVANGUARD INTL EQUITY INDEX F
68,978$7K0.00%
106
QTECFIRST TR NASDAQ 100 TECH IND
39,965$7K0.00%
107
JMUBJ P MORGAN EXCHANGE TRADED F
140,960$7K0.00%
108
GQ9SPDR GOLD TR
38,651$7K0.00%
109
SCHFSCHWAB STRATEGIC TR
204,534$7K0.00%
110
CBCHUBB LIMITED
27,080$7K0.00%
111
XYZBLOCK INC
93,717$7K0.00%
112
JSMLJANUS DETROIT STR TR
118,885$7K0.00%
113
BABINVESCO EXCH TRADED FD TR II
293,544$7K0.00%
114
ADBEADOBE INC
14,619$7K0.00%
115
MDLZMONDELEZ INTL INC
91,515$6K0.00%
116
FDXFEDEX CORP
22,024$6K0.00%
117
MOALTRIA GROUP INC
148,175$6K0.00%
118
XMHQINVESCO EXCHANGE TRADED FD T
63,412$6K0.00%
119
MDTMEDTRONIC PLC
72,379$6K0.00%
120
VTEBVANGUARD MUN BD FDS
123,054$6K0.00%
121
EFAISHARES TR
77,202$6K0.00%
122
HSYHERSHEY CO
31,924$6K0.00%
123
TSLATESLA INC
38,511$6K0.00%
124
AMTAMERICAN TOWER CORP NEW
34,969$6K0.00%
125
DISDISNEY WALT CO
52,410$6K0.00%
126
TIPISHARES TR
58,680$6K0.00%
127
VNLAJANUS DETROIT STR TR
133,799$6K0.00%
128
FEXFIRST TR LRGE CP CORE ALPHA
66,972$6K0.00%
129
ITOTISHARES TR
60,391$6K0.00%
130
TMOTHERMO FISHER SCIENTIFIC INC
10,034$5K0.00%
131
MOATVANECK ETF TRUST
57,622$5K0.00%
132
VVVANGUARD INDEX FDS
22,276$5K0.00%
133
IWDISHARES TR
29,016$5K0.00%
134
SPDWSPDR INDEX SHS FDS
143,550$5K0.00%
135
BACVERIZON COMMUNICATIONS INC
126,229$5K0.00%
136
KOCOCA COLA CO
95,615$5K0.00%
137
XLESELECT SECTOR SPDR TR
55,452$5K0.00%
138
PFEPFIZER INC
181,035$5K0.00%
139
QCOMQUALCOMM INC
30,571$5K0.00%
140
VRTXVERTEX PHARMACEUTICALS INC
12,819$5K0.00%
141
IWPISHARES TR
44,526$5K0.00%
142
FRDMEA SERIES TRUST
166,479$5K0.00%
143
IEFISHARES TR
53,216$5K0.00%
144
BMYBRISTOL-MYERS SQUIBB CO
92,838$5K0.00%
145
CATCATERPILLAR INC
13,908$5K0.00%
146
BABOEING CO
26,450$5K0.00%
147
ANETEURARISTA NETWORKS INC
18,548$5K0.00%
148
XLVSELECT SECTOR SPDR TR
33,864$5K0.00%
149
UNPUNION PAC CORP
22,646$5K0.00%
150
AMDADVANCED MICRO DEVICES INC
27,707$5K0.00%
151
HYDVANECK ETF TRUST
78,059$4K0.00%
152
FASTFASTENAL CO
58,803$4K0.00%
153
DFICDIMENSIONAL ETF TRUST
152,961$4K0.00%
154
XLCSELECT SECTOR SPDR TR
59,085$4K0.00%
155
RSPINVESCO EXCHANGE TRADED FD T
24,100$4K0.00%
156
SCHGSCHWAB STRATEGIC TR
43,703$4K0.00%
157
HEFAISHARES TR
136,776$4K0.00%
158
XLBSELECT SECTOR SPDR TR
44,133$4K0.00%
159
STZCONSTELLATION BRANDS INC
17,284$4K0.00%
160
USBUS BANCORP DEL
105,846$4K0.00%
161
JAAAJANUS DETROIT STR TR
86,379$4K0.00%
162
SCHMSCHWAB STRATEGIC TR
60,544$4K0.00%
163
SMHVANECK ETF TRUST
19,265$4K0.00%
164
VBKVANGUARD INDEX FDS
18,176$4K0.00%
165
IWBISHARES TR
14,353$4K0.00%
166
ZTSZOETIS INC
25,386$4K0.00%
167
QUADQUAD / GRAPHICS INC
834,414$4K0.00%
168
IWSISHARES TR
33,551$4K0.00%
169
SPGSIMON PPTY GROUP INC NEW
26,804$4K0.00%
170
AQLTISHARES TR
66,724$4K0.00%
171
SPEMSPDR INDEX SHS FDS
129,404$4K0.00%
172
NOWSERVICENOW INC
5,930$4K0.00%
173
DFASDIMENSIONAL ETF TRUST
80,136$4K0.00%
174
NVONOVO-NORDISK A S
35,285$4K0.00%
175
IWOISHARES TR
15,671$4K0.00%
176
PANWPALO ALTO NETWORKS INC
17,053$4K0.00%
177
AVIGAMERICAN CENTY ETF TR
107,051$4K0.00%
178
NFLXNETFLIX INC
7,553$4K0.00%
179
IXUSISHARES TR
67,453$4K0.00%
180
KMBKIMBERLY-CLARK CORP
32,765$4K0.00%
181
BLKCHFBLACKROCK INC
3,761$3K0.00%
182
DALDELTA AIR LINES INC DEL
71,351$3K0.00%
183
DONSPDR DOW JONES INDL AVERAGE
9,605$3K0.00%
184
XLGINVESCO EXCHANGE TRADED FD T
77,782$3K0.00%
185
SHELSHELL PLC
49,008$3K0.00%
186
BNDVANGUARD BD INDEX FDS
47,144$3K0.00%
187
VXUSVANGUARD STAR FDS
65,817$3K0.00%
188
ROBOEXCHANGE TRADED CONCEPTS TRU
57,296$3K0.00%
189
TFISPDR SER TR
78,134$3K0.00%
190
TOTLSSGA ACTIVE ETF TR
80,059$3K0.00%
191
ULUNILEVER PLC
62,808$3K0.00%
192
XLFSELECT SECTOR SPDR TR
89,285$3K0.00%
193
BXBLACKSTONE INC
28,365$3K0.00%
194
VSSVANGUARD INTL EQUITY INDEX F
28,537$3K0.00%
195
JMOMJ P MORGAN EXCHANGE TRADED F
72,153$3K0.00%
196
LNGCHENIERE ENERGY INC
19,192$3K0.00%
197
OREALTY INCOME CORP
58,945$3K0.00%
198
IEIISHARES TR
33,535$3K0.00%
199
ONEQFIDELITY COMWLTH TR
49,850$3K0.00%
200
VFMOVANGUARD WELLINGTON FD
25,107$3K0.00%
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