GREAT VALLEY ADVISOR GROUP, INC. Q3 2023 Filing

Filed November 7, 2023

Portfolio Value

$2.4T

Holdings

675

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (675 positions)

#StockSharesValue% PortfolioType
401
NCLHNORWEGIAN CRUISE LINE HLDG L
11,511$00.00%
402
A4SAMERIPRISE FINL INC
839$00.00%
403
XLRESELECT SECTOR SPDR TR
6,677$00.00%
404
MDYSPDR S&P MIDCAP 400 ETF TR
1,034$00.00%
405
ALSALLSTATE CORP
3,367$00.00%
406
ESGUISHARES TR
4,357$00.00%
407
ROKROCKWELL AUTOMATION INC
1,227$00.00%
408
VMBSVANGUARD SCOTTSDALE FDS
21,560$00.00%
409
SCHRSCHWAB STRATEGIC TR
10,360$00.00%
410
FCGFIRST TR EXCHANGE-TRADED FD
15,583$00.00%
411
DWDMORGAN STANLEY
8,915$00.00%
412
MPMP MATERIALS CORP
48,448$00.00%
413
WMSADVANCED DRAIN SYS INC DEL
2,069$00.00%
414
IQSUINDEXIQ ETF TR
9,396$00.00%
415
BWABORGWARNER INC
9,297$00.00%
416
DFAIDIMENSIONAL ETF TRUST
37,337$00.00%
417
BFLYBUTTERFLY NETWORK INC
14,409$00.00%
418
WYWEYERHAEUSER CO MTN BE
8,790$00.00%
419
SDYSPDR SER TR
3,510$00.00%
420
LSCCLATTICE SEMICONDUCTOR CORP
2,682$00.00%
421
ETRENTERGY CORP NEW
7,666$00.00%
422
FMBFIRST TR EXCH TRADED FD III
10,256$00.00%
423
EDCONSOLIDATED EDISON INC
9,532$00.00%
424
BHPBHP GROUP LTD
3,617$00.00%
425
SLBSCHLUMBERGER LTD
5,323$00.00%
426
VIVKVIVAKOR INC
69,357$00.00%
427
SPGIS&P GLOBAL INC
568$00.00%
428
ULTAULTA BEAUTY INC
1,061$00.00%
429
BMOBANK MONTREAL QUE
4,152$00.00%
430
EXASEXACT SCIENCES CORP
7,080$00.00%
431
MDYGSPDR SER TR
4,123$00.00%
432
EQXEQUINOX GOLD CORP
16,254$00.00%
433
VISVANGUARD WORLD FDS
1,034$00.00%
434
SMDVPROSHARES TR
4,632$00.00%
435
DFAEDIMENSIONAL ETF TRUST
13,826$00.00%
436
IQVIQVIA HLDGS INC
1,962$00.00%
437
DNPDNP SELECT INCOME FD INC
27,494$00.00%
438
FDTFIRST TR EXCH TRD ALPHDX FD
11,680$00.00%
439
FISFIDELITY NATL INFORMATION SV
3,769$00.00%
440
XARSPDR SER TR
2,729$00.00%
441
WECWEC ENERGY GROUP INC
7,591$00.00%
442
ITWILLINOIS TOOL WKS INC
3,398$00.00%
443
CIMCHIMERA INVT CORP
18,576$00.00%
444
IRTINDEPENDENCE RLTY TR INC
21,237$00.00%
445
QQEWFIRST TR NAS100 EQ WEIGHTED
3,091$00.00%
446
JPLDJ P MORGAN EXCHANGE TRADED F
4,440$00.00%
447
OMCOMNICOM GROUP INC
4,831$00.00%
448
TEAMATLASSIAN CORPORATION
2,027$00.00%
449
NXPINXP SEMICONDUCTORS N V
1,683$00.00%
450
SNOWSNOWFLAKE INC
1,617$00.00%
451
DFCFDIMENSIONAL ETF TRUST
19,192$00.00%
452
NVGNUVEEN AMT FREE MUN CR INC F
12,023$00.00%
453
CDCVICTORY PORTFOLIOS II
16,014$00.00%
454
FTCFIRST TRUST LRGCP GWT ALPHAD
8,767$00.00%
455
CHDCHURCH & DWIGHT CO INC
6,186$00.00%
456
TMUST-MOBILE US INC
3,457$00.00%
457
TSMTAIWAN SEMICONDUCTOR MFG LTD
7,168$00.00%
458
AWMSKYWORKS SOLUTIONS INC
4,166$00.00%
459
PNCPNC FINL SVCS GROUP INC
7,575$00.00%
460
DEODIAGEO PLC
1,586$00.00%
461
SSOPROSHARES TR
4,260$00.00%
462
TDIVFIRST TR EXCHANGE-TRADED FD
5,648$00.00%
463
XNEAXNUVEEN AMT FREE QLTY MUN INC
14,717$00.00%
464
PGZPRINCIPAL REAL ESTATE INCOME
16,000$00.00%
465
SCHZSCHWAB STRATEGIC TR
21,808$00.00%
466
VNQVANGUARD INDEX FDS
10,344$00.00%
467
SPLVINVESCO EXCH TRADED FD TR II
4,148$00.00%
468
CNRCANADIAN NATL RY CO
2,385$00.00%
469
COLLEGIUM PHARMACEUTICAL INC
11,000$00.00%
470
FXGFIRST TR EXCHANGE TRADED FD
10,427$00.00%
471
KBWPINVESCO EXCH TRADED FD TR II
2,494$00.00%
472
PFNPIMCO INCOME STRATEGY FD II
12,628$00.00%
473
CHPTCHARGEPOINT HOLDINGS INC
113,894$00.00%
474
AWCAMERICAN WTR WKS CO INC NEW
4,560$00.00%
475
FFORD MTR CO DEL
75,143$00.00%
476
QQQXNUVEEN NASDAQ 100 DYNAMIC OV
44,143$00.00%
477
GFLGFL ENVIRONMENTAL INC
13,355$00.00%
478
SUBISHARES TR
7,822$00.00%
479
MPCMARATHON PETE CORP
2,427$00.00%
480
GWXSPDR INDEX SHS FDS
21,031$00.00%
481
RWOSPDR INDEX SHS FDS
20,955$00.00%
482
YUMYUM BRANDS INC
3,667$00.00%
483
ARCCARES CAPITAL CORP
14,067$00.00%
484
VGITVANGUARD SCOTTSDALE FDS
16,820$00.00%
485
YEARAB ACTIVE ETFS INC
9,200$00.00%
486
PEGPUBLIC SVC ENTERPRISE GRP IN
10,694$00.00%
487
BMRNBIOMARIN PHARMACEUTICAL INC
5,760$00.00%
488
CWBSPDR SER TR
3,111$00.00%
489
VLUSPDR SER TR
1,529$00.00%
490
CTVACORTEVA INC
4,395$00.00%
491
ATVIEURACTIVISION BLIZZARD INC
3,353$00.00%
492
WELLWELLTOWER INC
3,099$00.00%
493
GISGENERAL MLS INC
6,683$00.00%
494
RVTROYCE VALUE TR INC
10,096$00.00%
495
GSGOLDMAN SACHS GROUP INC
2,634$00.00%
496
RWLINVESCO EXCH TRADED FD TR II
11,445$00.00%
497
PYPLPAYPAL HLDGS INC
8,369$00.00%
498
CGCCANOPY GROWTH CORP
29,452$00.00%
499
AONAON PLC
1,388$00.00%
500
PALCPACER FDS TR
9,042$00.00%
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