GREAT VALLEY ADVISOR GROUP, INC. Q4 2023 Filing

Filed February 6, 2024

Portfolio Value

$2.8T

Holdings

711

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (711 positions)

#StockSharesValue% PortfolioType
401
ZBHZIMMER BIOMET HOLDINGS INC
1,782$00.00%
402
IPINTERNATIONAL PAPER CO
6,791$00.00%
403
MGKVANGUARD WORLD FD
1,737$00.00%
404
CFAVICTORY PORTFOLIOS II
4,932$00.00%
405
T7DTRANSDIGM GROUP INC
664$00.00%
406
HUSAUSDHOUSTON AMERN ENERGY CORP
11,000$00.00%
407
CAGCONAGRA BRANDS INC
7,458$00.00%
408
NUMGNUSHARES ETF TR
4,761$00.00%
409
VHTVANGUARD WORLD FDS
2,144$00.00%
410
FNYFIRST TR EXCHANGE-TRADED ALP
8,753$00.00%
411
CLCOLGATE PALMOLIVE CO
6,753$00.00%
412
IBBISHARES TR
2,786$00.00%
413
DFAXDIMENSIONAL ETF TRUST
12,102$00.00%
414
VTWOVANGUARD SCOTTSDALE FDS
3,092$00.00%
415
AAALCOA CORP
19,447$00.00%
416
NBBNUVEEN TAXABLE MUNICPAL INM
22,493$00.00%
417
MLB1MERCADOLIBRE INC
299$00.00%
418
STIPISHARES TR
2,100$00.00%
419
XLUSELECT SECTOR SPDR TR
12,420$00.00%
420
GXDWGLOBAL X FDS
11,609$00.00%
421
ISRGINTUITIVE SURGICAL INC
1,929$00.00%
422
PSAPUBLIC STORAGE
2,072$00.00%
423
SAPSAP SE
1,421$00.00%
424
7HPHP INC
11,295$00.00%
425
MPTMEDICAL PPTYS TRUST INC
13,803$00.00%
426
FSKFS KKR CAP CORP
42,686$00.00%
427
MRVLMARVELL TECHNOLOGY INC
5,185$00.00%
428
SMMTSUMMIT THERAPEUTICS INC
34,023$00.00%
429
AIQGLOBAL X FDS
30,721$00.00%
430
RJFRAYMOND JAMES FINL INC
3,856$00.00%
431
GDGENERAL DYNAMICS CORP
1,036$00.00%
432
NSCNORFOLK SOUTHN CORP
936$00.00%
433
RPMRPM INTL INC
2,515$00.00%
434
VMOINVESCO MUN OPPORTUNITY TR
11,844$00.00%
435
OTISOTIS WORLDWIDE CORP
3,187$00.00%
436
RWKINVESCO EXCH TRADED FD TR II
2,006$00.00%
437
NULVNUSHARES ETF TR
8,466$00.00%
438
ETSYETSY INC
3,531$00.00%
439
CAVACAVA GROUP INC
6,619$00.00%
440
RSPCINVESCO EXCHANGE TRADED FD T
9,989$00.00%
441
ISREURPERSPECTIVE THERAPEUTICS INC
12,000$00.00%
442
XYLDGLOBAL X FDS
5,466$00.00%
443
YUMYUM BRANDS INC
3,022$00.00%
444
HUMHUMANA INC
1,347$00.00%
445
COLLEGIUM PHARMACEUTICAL INC
11,000$00.00%
446
TMUST-MOBILE US INC
5,903$00.00%
447
FTCFIRST TRUST LRGCP GWT ALPHAD
8,863$00.00%
448
NXPINXP SEMICONDUCTORS N V
1,694$00.00%
449
OMCOMNICOM GROUP INC
4,955$00.00%
450
CIMCHIMERA INVT CORP
11,280$00.00%
451
ITWILLINOIS TOOL WKS INC
1,983$00.00%
452
WECWEC ENERGY GROUP INC
7,627$00.00%
453
FDTFIRST TR EXCH TRD ALPHDX FD
11,524$00.00%
454
PSIINVESCO EXCHANGE TRADED FD T
4,526$00.00%
455
SPAQUSDFISKER INC
10,328$00.00%
456
IQVIQVIA HLDGS INC
3,223$00.00%
457
SMDVPROSHARES TR
4,033$00.00%
458
EQXEQUINOX GOLD CORP
13,018$00.00%
459
MDYGSPDR SER TR
4,099$00.00%
460
SPGIS&P GLOBAL INC
581$00.00%
461
ETRENTERGY CORP NEW
7,797$00.00%
462
SDYSPDR SER TR
3,551$00.00%
463
BWABORGWARNER INC
9,108$00.00%
464
IQSUINDEXIQ ETF TR
9,627$00.00%
465
SCHRSCHWAB STRATEGIC TR
8,145$00.00%
466
VMBSVANGUARD SCOTTSDALE FDS
18,996$00.00%
467
ESGUISHARES TR
4,889$00.00%
468
A4SAMERIPRISE FINL INC
991$00.00%
469
SHWSHERWIN WILLIAMS CO
2,466$00.00%
470
MNKDMANNKIND CORP
13,044$00.00%
471
SNSRGLOBAL X FDS
7,120$00.00%
472
0VVBPARAMOUNT GLOBAL
13,424$00.00%
473
LGOVFIRST TR EXCHANGE-TRADED FD
10,110$00.00%
474
CIONCION INVT CORP
20,633$00.00%
475
METMETLIFE INC
8,898$00.00%
476
DONWISDOMTREE TR
6,609$00.00%
477
NOGNORTHERN OIL & GAS INC
21,102$00.00%
478
SCHASCHWAB STRATEGIC TR
8,413$00.00%
479
GILDGILEAD SCIENCES INC
7,695$00.00%
480
VOEVANGUARD INDEX FDS
3,310$00.00%
481
AXPAMERICAN EXPRESS CO
3,283$00.00%
482
CLXCLOROX CO DEL
5,678$00.00%
483
XFEBFIRST TR EXCH TRADED FD III
17,997$00.00%
484
RMBS*RAMBUS INC DEL
3,400$00.00%
485
NXENEXGEN ENERGY LTD
22,408$00.00%
486
XYLXYLEM INC
2,523$00.00%
487
LWLAMB WESTON HLDGS INC
3,065$00.00%
488
AQLTISHARES TR
6,133$00.00%
489
CGUSCAPITAL GROUP CORE EQUITY ET
32,474$00.00%
490
MAMASTERCARD INCORPORATED
2,188$00.00%
491
SGOVISHARES TR
4,760$00.00%
492
EMLPFIRST TR EXCHANGE-TRADED FD
7,271$00.00%
493
IYY*ISHARES TR
7,024$00.00%
494
AIGAMERICAN INTL GROUP INC
6,018$00.00%
495
ETNEATON CORP PLC
2,713$00.00%
496
DTDWISDOMTREE TR
7,133$00.00%
497
GABGABELLI EQUITY TR INC
47,168$00.00%
498
JEPQJ P MORGAN EXCHANGE TRADED F
8,448$00.00%
499
QYLDGLOBAL X FDS
20,697$00.00%
500
VCVINVESCO CALIF VALUE MUN INCO
11,815$00.00%
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