GREAT VALLEY ADVISOR GROUP, INC. Q3 2024 Filing

Filed November 12, 2024

Portfolio Value

$4.1T

Holdings

831

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (831 positions)

#StockSharesValue% PortfolioType
101
TSLATESLA INC
39,405$10K0.00%
102
MMITNEW YORK LIFE INVTS ACTIVE E
410,816$10K0.00%
103
GQ9SPDR GOLD TR
39,104$9K0.00%
104
CVXCHEVRON CORP NEW
65,895$9K0.00%
105
CBCHUBB LIMITED
31,600$9K0.00%
106
IVWISHARES TR
97,166$9K0.00%
107
XOMEXXON MOBIL CORP
82,077$9K0.00%
108
COPCONOCOPHILLIPS
88,048$9K0.00%
109
JEPQJ P MORGAN EXCHANGE TRADED F
177,771$9K0.00%
110
LOWLOWES COS INC
33,164$8K0.00%
111
CDNSCADENCE DESIGN SYSTEM INC
31,753$8K0.00%
112
VRTXVERTEX PHARMACEUTICALS INC
18,250$8K0.00%
113
VFMOVANGUARD WELLINGTON FD
55,408$8K0.00%
114
ECLECOLAB INC
34,157$8K0.00%
115
NOCNORTHROP GRUMMAN CORP
15,974$8K0.00%
116
VTVANGUARD INTL EQUITY INDEX F
68,355$8K0.00%
117
JSMLJANUS DETROIT STR TR
134,083$8K0.00%
118
IJHISHARES TR
138,333$8K0.00%
119
AMTAMERICAN TOWER CORP NEW
37,844$8K0.00%
120
MDTMEDTRONIC PLC
89,686$8K0.00%
121
SCHFSCHWAB STRATEGIC TR
217,899$8K0.00%
122
IVEISHARES TR
43,006$8K0.00%
123
ANETEURARISTA NETWORKS INC
18,546$7K0.00%
124
TMOTHERMO FISHER SCIENTIFIC INC
11,623$7K0.00%
125
JMUBJ P MORGAN EXCHANGE TRADED F
154,291$7K0.00%
126
VTEBVANGUARD MUN BD FDS
144,290$7K0.00%
127
MOALTRIA GROUP INC
151,772$7K0.00%
128
NOWSERVICENOW INC
8,154$7K0.00%
129
CGSDCAPITAL GRP FIXED INCM ETF T
251,230$6K0.00%
130
FDXFEDEX CORP
25,325$6K0.00%
131
TIPISHARES TR
60,291$6K0.00%
132
JBNDJ P MORGAN EXCHANGE TRADED F
120,109$6K0.00%
133
SPEMSPDR INDEX SHS FDS
152,730$6K0.00%
134
HEFAISHARES TR
192,474$6K0.00%
135
DFASDIMENSIONAL ETF TRUST
96,434$6K0.00%
136
ZTSZOETIS INC
31,450$6K0.00%
137
FRDMEA SERIES TRUST
174,765$6K0.00%
138
FEXFIRST TR LRGE CP CORE ALPHA
66,538$6K0.00%
139
AQLTISHARES TR
81,689$6K0.00%
140
EFAISHARES TR
75,936$6K0.00%
141
BNDVANGUARD BD INDEX FDS
82,791$6K0.00%
142
PYLDPIMCO ETF TR
258,520$6K0.00%
143
QCOMQUALCOMM INC
35,539$6K0.00%
144
VVVANGUARD INDEX FDS
22,902$6K0.00%
145
SPDWSPDR INDEX SHS FDS
177,550$6K0.00%
146
DIVOAMPLIFY ETF TR
150,431$6K0.00%
147
PANWPALO ALTO NETWORKS INC
18,194$6K0.00%
148
SMCIUSDSUPER MICRO COMPUTER INC
13,371$5K0.00%
149
AMATAPPLIED MATLS INC
29,597$5K0.00%
150
MCKMCKESSON CORP
10,498$5K0.00%
151
IEIISHARES TR
46,549$5K0.00%
152
STZCONSTELLATION BRANDS INC
20,745$5K0.00%
153
SYFIAB ACTIVE ETFS INC
146,627$5K0.00%
154
NFLXNETFLIX INC
8,354$5K0.00%
155
VNLAJANUS DETROIT STR TR
121,709$5K0.00%
156
IWPISHARES TR
48,308$5K0.00%
157
CGCBCAPITAL GRP FIXED INCM ETF T
185,764$5K0.00%
158
IXUSISHARES TR
81,588$5K0.00%
159
DISDISNEY WALT CO
60,888$5K0.00%
160
AMGNAMGEN INC
17,908$5K0.00%
161
DFICDIMENSIONAL ETF TRUST
178,973$5K0.00%
162
SOSOUTHERN CO
63,492$5K0.00%
163
IEFISHARES TR
58,811$5K0.00%
164
IWDISHARES TR
27,522$5K0.00%
165
QTECFIRST TR NASDAQ 100 TECH IND
30,630$5K0.00%
166
TJXTJX COS INC NEW
38,501$4K0.00%
167
SNPSSYNOPSYS INC
8,837$4K0.00%
168
DGROISHARES TR
73,391$4K0.00%
169
AVIGAMERICAN CENTY ETF TR
108,845$4K0.00%
170
SPGSIMON PPTY GROUP INC NEW
26,390$4K0.00%
171
AJGGALLAGHER ARTHUR J & CO
14,759$4K0.00%
172
CATCATERPILLAR INC
10,295$4K0.00%
173
VXUSVANGUARD STAR FDS
67,894$4K0.00%
174
TFISPDR SER TR
89,201$4K0.00%
175
IWBISHARES TR
13,763$4K0.00%
176
GDGENERAL DYNAMICS CORP
13,617$4K0.00%
177
VBKVANGUARD INDEX FDS
17,813$4K0.00%
178
NVSNNOVARTIS AG
39,664$4K0.00%
179
SHELSHELL PLC
67,225$4K0.00%
180
NEUNEWMARKET CORP
7,465$4K0.00%
181
IWSISHARES TR
33,976$4K0.00%
182
XMHQINVESCO EXCHANGE TRADED FD T
42,225$4K0.00%
183
RSPINVESCO EXCHANGE TRADED FD T
26,646$4K0.00%
184
AMDADVANCED MICRO DEVICES INC
30,325$4K0.00%
185
DHID R HORTON INC
22,559$4K0.00%
186
HYDVANECK ETF TRUST
77,826$4K0.00%
187
XLGINVESCO EXCHANGE TRADED FD T
87,940$4K0.00%
188
ULUNILEVER PLC
75,714$4K0.00%
189
WINNHARBOR ETF TRUST
172,572$4K0.00%
190
BROBROWN & BROWN INC
40,148$4K0.00%
191
SCHGSCHWAB STRATEGIC TR
42,798$4K0.00%
192
EDCONSOLIDATED EDISON INC
40,572$4K0.00%
193
APDAIR PRODS & CHEMS INC
15,505$4K0.00%
194
PCARPACCAR INC
42,928$4K0.00%
195
CSCOCISCO SYS INC
78,805$4K0.00%
196
NVONOVO-NORDISK A S
34,905$4K0.00%
197
XLBSELECT SECTOR SPDR TR
44,913$4K0.00%
198
LNGCHENIERE ENERGY INC
24,929$4K0.00%
199
FASTFASTENAL CO
63,573$4K0.00%
200
WECWEC ENERGY GROUP INC
42,228$4K0.00%
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