GREAT VALLEY ADVISOR GROUP, INC. Q1 2025 Filing

Filed May 8, 2025

Portfolio Value

$4.6T

Holdings

868

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (868 positions)

#StockSharesValue% PortfolioType
201
VWOVANGUARD INTL EQUITY INDEX F
89,895$4.1B0.09%
202
XLGINVESCO EXCHANGE TRADED FD T
87,082$4.0B0.09%
203
CRWDCROWDSTRIKE HLDGS INC
11,337$4.0B0.09%
204
SHYISHARES TR
47,926$4.0B0.09%
205
VXUSVANGUARD STAR FDS
63,681$4.0B0.09%
206
ORCLORACLE CORP
28,084$3.9B0.08%
207
BSXBOSTON SCIENTIFIC CORP
38,827$3.9B0.08%
208
IAU*ISHARES GOLD TR
66,297$3.9B0.08%
209
QUADQUAD / GRAPHICS INC
716,569$3.9B0.08%
210
CITHE CIGNA GROUP
11,862$3.9B0.08%
211
WINNHARBOR ETF TRUST
158,027$3.9B0.08%
212
KOCOCA COLA CO
54,031$3.9B0.08%
213
HALHALLIBURTON CO
152,085$3.9B0.08%
214
STPZPIMCO ETF TR
71,353$3.9B0.08%
215
VFMFVANGUARD WELLINGTON FD
29,980$3.8B0.08%
216
EPDENTERPRISE PRODS PARTNERS L
110,559$3.8B0.08%
217
KLMNINVESCO EXCH TRADED FD TR II
40,667$3.8B0.08%
218
PHYS/USPROTT PHYSICAL GOLD TR
153,634$3.7B0.08%
219
DONSPDR DOW JONES INDL AVERAGE
8,736$3.7B0.08%
220
XLBSELECT SECTOR SPDR TR
42,586$3.7B0.08%
221
ONEQFIDELITY COMWLTH TR
53,780$3.7B0.08%
222
BLKBLACKROCK INC
3,858$3.7B0.08%
223
ABTABBOTT LABS
27,475$3.6B0.08%
224
XMHQINVESCO EXCHANGE TRADED FD T
39,706$3.6B0.08%
225
PRFINVESCO EXCHANGE TRADED FD T
89,925$3.6B0.08%
226
IBMINTERNATIONAL BUSINESS MACHS
14,615$3.6B0.08%
227
MDLZMONDELEZ INTL INC
53,538$3.6B0.08%
228
BABAALIBABA GROUP HLDG LTD
27,076$3.6B0.08%
229
IWOISHARES TR
13,690$3.5B0.08%
230
CATCATERPILLAR INC
10,552$3.5B0.07%
231
UBERUBER TECHNOLOGIES INC
47,443$3.5B0.07%
232
SLYVSPDR SER TR
43,111$3.4B0.07%
233
EMEEMCOR GROUP INC
9,135$3.4B0.07%
234
AQLTISHARES TR
24,564$3.4B0.07%
235
BXBLACKSTONE INC
24,126$3.4B0.07%
236
IUSGISHARES TR
26,345$3.3B0.07%
237
FVDFIRST TR VALUE LINE DIVID IN
74,665$3.3B0.07%
238
NOCNORTHROP GRUMMAN CORP
6,340$3.2B0.07%
239
USHYISHARES TR
87,629$3.2B0.07%
240
UNPUNION PAC CORP
13,444$3.2B0.07%
241
4I1PHILIP MORRIS INTL INC
19,936$3.2B0.07%
242
AMGNAMGEN INC
10,145$3.2B0.07%
243
CGGRCAPITAL GROUP GROWTH ETF
92,226$3.2B0.07%
244
SPTMSPDR SER TR
46,184$3.1B0.07%
245
VOTVANGUARD INDEX FDS
12,751$3.1B0.07%
246
BACVERIZON COMMUNICATIONS INC
68,538$3.1B0.07%
247
PLTRPALANTIR TECHNOLOGIES INC
36,460$3.1B0.07%
248
SMCISUPER MICRO COMPUTER INC
87,817$3.0B0.06%
249
TRVCCITIGROUP INC
41,513$2.9B0.06%
250
IDEVISHARES TR
42,544$2.9B0.06%
251
VRTVERTIV HOLDINGS CO
40,128$2.9B0.06%
252
TMUST-MOBILE US INC
10,778$2.9B0.06%
253
PSLV/USPROTT PHYSICAL SILVER TR
247,335$2.9B0.06%
254
SOSOUTHERN CO
30,871$2.8B0.06%
255
XLISELECT SECTOR SPDR TR
21,446$2.8B0.06%
256
IWSISHARES TR
22,257$2.8B0.06%
257
MMM3M CO
19,054$2.8B0.06%
258
ETENERGY TRANSFER L P
149,367$2.8B0.06%
259
SRLNSSGA ACTIVE ETF TR
67,121$2.8B0.06%
260
ACSVAMERICAN CENTY ETF TR
77,026$2.7B0.06%
261
VOOGVANGUARD ADMIRAL FDS INC
8,106$2.7B0.06%
262
VSSVANGUARD INTL EQUITY INDEX F
23,108$2.7B0.06%
263
SCHESCHWAB STRATEGIC TR
96,066$2.6B0.06%
264
DEDEERE & CO
5,602$2.6B0.06%
265
DXJWISDOMTREE TR
23,615$2.6B0.06%
266
BSVVANGUARD BD INDEX FDS
33,163$2.6B0.06%
267
CGCVCAPITAL GROUP CONSERVATIVE E
95,557$2.6B0.06%
268
FIIGFIRST TR EXCHANGE-TRADED FD
124,614$2.6B0.06%
269
CAVACAVA GROUP INC
29,813$2.6B0.06%
270
IWMISHARES TR
12,746$2.5B0.05%
271
HSYHERSHEY CO
14,794$2.5B0.05%
272
VOXVANGUARD WORLD FD
16,858$2.5B0.05%
273
AXONAXON ENTERPRISE INC
4,734$2.5B0.05%
274
EQLALPS ETF TR
19,739$2.5B0.05%
275
VOOVVANGUARD ADMIRAL FDS INC
13,434$2.5B0.05%
276
PPAINVESCO EXCHANGE TRADED FD T
21,229$2.5B0.05%
277
MDTMEDTRONIC PLC
27,142$2.4B0.05%
278
PFEPFIZER INC
96,154$2.4B0.05%
279
EMREMERSON ELEC CO
22,049$2.4B0.05%
280
VLUSPDR SER TR
13,132$2.4B0.05%
281
SHVISHARES TR
21,237$2.3B0.05%
282
NOBLPROSHARES TR
22,743$2.3B0.05%
283
POWLPOWELL INDS INC
13,639$2.3B0.05%
284
MCKMCKESSON CORP
3,447$2.3B0.05%
285
IUSVISHARES TR
24,987$2.3B0.05%
286
USBUS BANCORP DEL
54,208$2.3B0.05%
287
RDVYFIRST TR EXCHANGE TRADED FD
39,051$2.3B0.05%
288
SCHWSCHWAB CHARLES CORP
29,152$2.3B0.05%
289
GEGE AEROSPACE
11,375$2.3B0.05%
290
PFFDGLOBAL X FDS
119,502$2.3B0.05%
291
KMBKIMBERLY-CLARK CORP
15,880$2.3B0.05%
292
ETNEATON CORP PLC
8,255$2.2B0.05%
293
XLVSELECT SECTOR SPDR TR
15,336$2.2B0.05%
294
WMWASTE MGMT INC DEL
9,538$2.2B0.05%
295
CVNACARVANA CO
10,554$2.2B0.05%
296
OXYOCCIDENTAL PETE CORP
44,495$2.2B0.05%
297
VEUVANGUARD INTL EQUITY INDEX F
35,812$2.2B0.05%
298
PLDPROLOGIS INC.
19,310$2.2B0.05%
299
RTXRTX CORPORATION
16,292$2.2B0.05%
300
BMYBRISTOL-MYERS SQUIBB CO
35,376$2.2B0.05%
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