GREAT VALLEY ADVISOR GROUP, INC. Q3 2021 Filing

Filed October 14, 2021

Portfolio Value

$1.5T

Holdings

574

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (574 positions)

#StockSharesValue% PortfolioType
101
VVVANGUARD INDEX FDS
19,609$3.9B0.27%
102
IWDISHARES TR
24,884$3.9B0.27%
103
VEAVANGUARD TAX-MANAGED INTL FD
76,959$3.9B0.27%
104
IWSISHARES TR
33,813$3.8B0.26%
105
SHYISHARES TR
43,836$3.8B0.26%
106
XLISELECT SECTOR SPDR TR
38,087$3.7B0.26%
107
SCHMSCHWAB STRATEGIC TR
48,320$3.7B0.26%
108
ADBEADOBE SYSTEMS INCORPORATED
6,394$3.7B0.25%
109
ROKUROKU INC
11,650$3.7B0.25%
110
SPDWSPDR INDEX SHS FDS
100,744$3.6B0.25%
111
XSLVINVESCO EXCH TRADED FD TR II
75,881$3.6B0.25%
112
JSMLJANUS DETROIT STR TR
54,010$3.5B0.24%
113
MRKMERCK & CO INC
46,691$3.5B0.24%
114
GSLCGOLDMAN SACHS ETF TR
40,322$3.5B0.24%
115
DEDEERE & CO
10,323$3.5B0.24%
116
EFGISHARES TR
32,100$3.4B0.24%
117
XLCSELECT SECTOR SPDR TR
41,463$3.3B0.23%
118
VTEBVANGUARD MUN BD FDS
57,386$3.1B0.22%
119
LRCXEURLAM RESEARCH CORP
5,511$3.1B0.22%
120
MCDMCDONALDS CORP
12,923$3.1B0.21%
121
SCHESCHWAB STRATEGIC TR
102,128$3.1B0.21%
122
BLKCHFBLACKROCK INC
3,634$3.0B0.21%
123
LLYLILLY ELI & CO
13,100$3.0B0.21%
124
VONGVANGUARD SCOTTSDALE FDS
42,396$3.0B0.21%
125
KOCOCA COLA CO
56,366$3.0B0.20%
126
IEIISHARES TR
22,728$3.0B0.20%
127
EPDENTERPRISE PRODS PARTNERS L
136,153$2.9B0.20%
128
EXASEXACT SCIENCES CORP
30,769$2.9B0.20%
129
FISVFISERV INC
26,987$2.9B0.20%
130
VSSVANGUARD INTL EQUITY INDEX F
21,815$2.9B0.20%
131
VOOVANGUARD INDEX FDS
7,303$2.9B0.20%
132
HONHONEYWELL INTL INC
13,527$2.9B0.20%
133
INTCINTEL CORP
53,048$2.8B0.19%
134
IGSBISHARES TR
51,673$2.8B0.19%
135
ABTABBOTT LABS
23,601$2.8B0.19%
136
BABOEING CO
12,616$2.8B0.19%
137
DTDWISDOMTREE TR
23,562$2.8B0.19%
138
WMTWALMART INC
19,604$2.7B0.19%
139
IWOISHARES TR
9,028$2.6B0.18%
140
FVDFIRST TR VALUE LINE DIVID IN
67,253$2.6B0.18%
141
XOMEXXON MOBIL CORP
43,616$2.6B0.18%
142
IVWISHARES TR
34,505$2.5B0.18%
143
DONSPDR DOW JONES INDL AVERAGE
7,427$2.5B0.17%
144
ACNACCENTURE PLC IRELAND
7,839$2.5B0.17%
145
AVGOBROADCOM INC
5,150$2.5B0.17%
146
FXOFIRST TR EXCHANGE TRADED FD
55,930$2.5B0.17%
147
SPMBSPDR SER TR
95,120$2.4B0.17%
148
BXBLACKSTONE INC
20,686$2.4B0.17%
149
UPSUNITED PARCEL SERVICE INC
13,126$2.4B0.16%
150
RSPINVESCO EXCHANGE TRADED FD T
15,739$2.4B0.16%
151
XOPSPDR SER TR
24,360$2.4B0.16%
152
GQ9SPDR GOLD TR
14,303$2.3B0.16%
153
SPGSIMON PPTY GROUP INC NEW
18,049$2.3B0.16%
154
EQLALPS ETF TR
23,512$2.3B0.16%
155
IMCGISHARES TR
33,336$2.3B0.16%
156
ZTSZOETIS INC
11,742$2.3B0.16%
157
USMVISHARES TR
30,963$2.3B0.16%
158
YUMYUM BRANDS INC
18,348$2.2B0.15%
159
FASTFASTENAL CO
43,398$2.2B0.15%
160
RTXRAYTHEON TECHNOLOGIES CORP
25,995$2.2B0.15%
161
BIVVANGUARD BD INDEX FDS
24,969$2.2B0.15%
162
IAU*ISHARES GOLD TR
65,461$2.2B0.15%
163
NFLXNETFLIX INC
3,547$2.2B0.15%
164
SCHOSCHWAB STRATEGIC TR
42,246$2.2B0.15%
165
XLGINVESCO EXCHANGE TRADED FD T
6,520$2.2B0.15%
166
GPNGLOBAL PMTS INC
13,383$2.1B0.15%
167
VTIPVANGUARD MALVERN FDS
39,738$2.1B0.14%
168
MMLGFIRST TR EXCHNG TRADED FD VI
75,864$2.1B0.14%
169
JPSTJ P MORGAN EXCHANGE-TRADED F
40,568$2.1B0.14%
170
IGIBISHARES TR
34,222$2.1B0.14%
171
DALDELTA AIR LINES INC DEL
47,706$2.0B0.14%
172
IVEISHARES TR
13,974$2.0B0.14%
173
FIXDFIRST TR EXCHNG TRADED FD VI
37,838$2.0B0.14%
174
APDAIR PRODS & CHEMS INC
7,823$2.0B0.14%
175
UNPUNION PAC CORP
10,143$2.0B0.14%
176
FDXFEDEX CORP
8,995$2.0B0.14%
177
GOOGALPHABET INC
727$1.9B0.13%
178
TAT&T INC
70,878$1.9B0.13%
179
CROXCROCS INC
13,347$1.9B0.13%
180
DECKDECKERS OUTDOOR CORP
5,269$1.9B0.13%
181
QCOMQUALCOMM INC
14,715$1.9B0.13%
182
IEFISHARES TR
16,373$1.9B0.13%
183
VMBSVANGUARD SCOTTSDALE FDS
35,163$1.9B0.13%
184
DYHTARGET CORP
8,143$1.9B0.13%
185
CMCSACOMCAST CORP NEW
33,012$1.8B0.13%
186
SLYVSPDR SER TR
22,351$1.8B0.13%
187
IWRISHARES TR
23,158$1.8B0.12%
188
SONOSONOS INC
54,500$1.8B0.12%
189
VXUSVANGUARD STAR FDS
27,862$1.8B0.12%
190
SHLXUSDSHELL MIDSTREAM PARTNERS L P
149,049$1.8B0.12%
191
QEFASPDR INDEX SHS FDS
23,125$1.7B0.12%
192
OKEONEOK INC NEW
29,555$1.7B0.12%
193
SPSBSPDR SER TR
54,194$1.7B0.12%
194
TSMTAIWAN SEMICONDUCTOR MFG LTD
15,049$1.7B0.12%
195
VMWEURVMWARE INC
11,204$1.7B0.11%
196
AMTAMERICAN TOWER CORP NEW
6,217$1.6B0.11%
197
GNRCGENERAC HLDGS INC
4,036$1.6B0.11%
198
CSXCSX CORP
54,309$1.6B0.11%
199
QCLNFIRST TR EXCHANGE-TRADED FD
25,778$1.6B0.11%
200
ABNBAIRBNB INC
9,527$1.6B0.11%
PreviousPage 2 of 6Next