GREAT VALLEY ADVISOR GROUP, INC. Q2 2024 Filing

Filed July 16, 2024

Portfolio Value

$3.6T

Holdings

776

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (776 positions)

#StockSharesValue% PortfolioType
301
LSAFTWO RDS SHARED TR
28,556$1K0.00%
302
RSPGINVESCO EXCHANGE TRADED FD T
17,414$1K0.00%
303
VTIPVANGUARD MALVERN FDS
27,576$1K0.00%
304
PFFDGLOBAL X FDS
65,499$1K0.00%
305
URTHISHARES INC
7,586$1K0.00%
306
SDYSPDR SER TR
9,465$1K0.00%
307
DUKDUKE ENERGY CORP NEW
12,646$1K0.00%
308
DHSWISDOMTREE TR
17,136$1K0.00%
309
IWNISHARES TR
9,450$1K0.00%
310
IUSVISHARES TR
11,489$1K0.00%
311
PLDPROLOGIS INC.
17,272$1K0.00%
312
BKNGBOOKING HOLDINGS INC
347$1K0.00%
313
RWLINVESCO EXCH TRADED FD TR II
12,553$1K0.00%
314
RWJINVESCO EXCH TRADED FD TR II
27,804$1K0.00%
315
GSGOLDMAN SACHS GROUP INC
2,846$1K0.00%
316
IWRISHARES TR
15,299$1K0.00%
317
PXEINVESCO EXCHANGE TRADED FD T
56,948$1K0.00%
318
SCHWSCHWAB CHARLES CORP
25,163$1K0.00%
319
ODFLOLD DOMINION FREIGHT LINE IN
8,554$1K0.00%
320
SLYVSPDR SER TR
24,169$1K0.00%
321
EFVISHARES TR
23,437$1K0.00%
322
VGSHVANGUARD SCOTTSDALE FDS
18,827$1K0.00%
323
VGITVANGUARD SCOTTSDALE FDS
21,947$1K0.00%
324
BROBROWN & BROWN INC
16,908$1K0.00%
325
LINLINDE PLC
4,399$1K0.00%
326
IGMISHARES TR
16,860$1K0.00%
327
ALBALBEMARLE CORP
11,204$1K0.00%
328
DONWISDOMTREE TR
26,276$1K0.00%
329
FNDXSCHWAB STRATEGIC TR
23,043$1K0.00%
330
FFTYINNOVATOR ETFS TRUST
51,222$1K0.00%
331
T7DTRANSDIGM GROUP INC
1,241$1K0.00%
332
XELXCEL ENERGY INC
19,599$1K0.00%
333
VYMVANGUARD WHITEHALL FDS
8,790$1K0.00%
334
ITWILLINOIS TOOL WKS INC
6,307$1K0.00%
335
RWOSPDR INDEX SHS FDS
25,025$1K0.00%
336
SNOWSNOWFLAKE INC
11,799$1K0.00%
337
SPTMSPDR SER TR
19,232$1K0.00%
338
XARSPDR SER TR
7,432$1K0.00%
339
EFAVISHARES TR
15,612$1K0.00%
340
POWLPOWELL INDS INC
8,120$1K0.00%
341
ETNEATON CORP PLC
4,377$1K0.00%
342
CVNACARVANA CO
10,358$1K0.00%
343
CDLVICTORY PORTFOLIOS II
21,452$1K0.00%
344
CEGCONSTELLATION ENERGY CORP
5,778$1K0.00%
345
SHYISHARES TR
22,460$1K0.00%
346
ESGVVANGUARD WORLD FD
10,939$1K0.00%
347
RSPHINVESCO EXCHANGE TRADED FD T
35,273$1K0.00%
348
MPMP MATERIALS CORP
81,297$1K0.00%
349
KLACKLA CORP
2,016$1K0.00%
350
MDYSPDR S&P MIDCAP 400 ETF TR
2,114$1K0.00%
351
TMUST-MOBILE US INC
7,950$1K0.00%
352
VLOVALERO ENERGY CORP
9,889$1K0.00%
353
ABGCENCORA INC
5,191$1K0.00%
354
PNCPNC FINL SVCS GROUP INC
7,759$1K0.00%
355
IEMGISHARES INC
25,944$1K0.00%
356
TSMTAIWAN SEMICONDUCTOR MFG LTD
8,615$1K0.00%
357
CFGCITIZENS FINL GROUP INC
42,352$1K0.00%
358
MAMASTERCARD INCORPORATED
2,602$1K0.00%
359
XLYSELECT SECTOR SPDR TR
6,812$1K0.00%
360
MUMICRON TECHNOLOGY INC
9,431$1K0.00%
361
CGUSCAPITAL GROUP CORE EQUITY ET
42,647$1K0.00%
362
MGVVANGUARD WORLD FD
11,635$1K0.00%
363
GEGE AEROSPACE
10,707$1K0.00%
364
ENPHENPHASE ENERGY INC
18,282$1K0.00%
365
ABXBARRICK GOLD CORP
85,312$1K0.00%
366
IGSBISHARES TR
39,001$1K0.00%
367
USFRWISDOMTREE TR
27,644$1K0.00%
368
SPTSSPDR SER TR
68,736$1K0.00%
369
IGIBISHARES TR
26,024$1K0.00%
370
JHMMJOHN HANCOCK EXCHANGE TRADED
18,755$1K0.00%
371
VLUEISHARES TR
11,774$1K0.00%
372
HEDJWISDOMTREE TR
26,542$1K0.00%
373
DFSDDIMENSIONAL ETF TRUST
32,009$1K0.00%
374
WFCWELLS FARGO CO NEW
22,718$1K0.00%
375
SOXXISHARES TR
5,493$1K0.00%
376
DYHTARGET CORP
13,250$1K0.00%
377
NUENUCOR CORP
9,194$1K0.00%
378
DFUSDIMENSIONAL ETF TRUST
29,619$1K0.00%
379
RDVYFIRST TR EXCHANGE-TRADED FD
35,149$1K0.00%
380
BABAALIBABA GROUP HLDG LTD
24,454$1K0.00%
381
VBRVANGUARD INDEX FDS
7,622$1K0.00%
382
IJSISHARES TR
10,604$1K0.00%
383
BNDXVANGUARD CHARLOTTE FDS
40,888$1K0.00%
384
TAT&T INC
56,029$1K0.00%
385
VTHRVANGUARD SCOTTSDALE FDS
4,716$1K0.00%
386
GWWGRAINGER W W INC
1,181$1K0.00%
387
VRTVERTIV HOLDINGS CO
17,097$1K0.00%
388
VOOGVANGUARD ADMIRAL FDS INC
774$00.00%
389
PSNYPOLESTAR AUTOMOTIVE HLDG UK
100,000$00.00%Call
390
LNTALLIANT ENERGY CORP
5,352$00.00%
391
VPUVANGUARD WORLD FD
1,380$00.00%
392
SHOPSHOPIFY INC
12,014$00.00%
393
BFKBLACKROCK MUN INCOME TR
21,500$00.00%
394
ICSHISHARES TR
17,662$00.00%
395
FYXFIRST TR SML CP CORE ALPHA F
3,348$00.00%
396
DDWMWISDOMTREE TR
6,521$00.00%
397
ENBENBRIDGE INC
16,850$00.00%
398
DELLDELL TECHNOLOGIES INC
5,596$00.00%
399
VFMFVANGUARD WELLINGTON FD
3,612$00.00%
400
CNRCANADIAN NATL RY CO
2,305$00.00%
PreviousPage 4 of 8Next