CIK 1769897
GREAT VALLEY ADVISOR GROUP, INC.
Institutional 13F holdings & portfolio
Holdings
944
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 944
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| COST | COSTCO WHSL CORP NEW | 13K | $1M+ | SH |
| FHEQ | FIDELITY GREENWOOD STREET TR | 356K | $1M+ | SH |
| SYFI | AB ACTIVE ETFS INC | 302K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 213K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 87K | $1M+ | SH |
| JSML | JANUS DETROIT STR TR | 144K | $1M+ | SH |
| QCOM | QUALCOMM INC | 61K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 401K | $1M+ | SH |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | 423K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 169K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 128K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 30K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 124K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 207K | $1M+ | SH |
| CRM | SALESFORCE INC | 36K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 73K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 67K | $1M+ | SH |
| FRDM | EA SERIES TRUST | 185K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 31K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 388K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 47K | $1M+ | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 95K | $1M+ | SH |
| IVE | ISHARES TR | 42K | $1M+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 219K | $1M+ | SH |
| HEFA | ISHARES TR | 213K | $1M+ | SH |
| QTUM | ETF SER SOLUTIONS | 80K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 141K | $1M+ | SH |
| FNDA | SCHWAB STRATEGIC TR | 275K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 146K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 47K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 55K | $1M+ | SH |
| MS | MORGAN STANLEY | 47K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 149K | $1M+ | SH |
| DIVO | AMPLIFY ETF TR | 184K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 101K | $1M+ | SH |
| IEFA | ISHARES TR | 90K | $1M+ | SH |
| EFA | ISHARES TR | 84K | $1M+ | SH |
| FESM | FIDELITY COVINGTON TRUST | 212K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 158K | $1M+ | SH |
| XSMO | INVESCO EXCHANGE TRADED FD T | 109K | $1M+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 203K | $1M+ | SH |
| SPHY | SPDR SERIES TRUST | 322K | $1M+ | SH |
| IJH | ISHARES TR | 114K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 24K | $1M+ | SH |
| IDEV | ISHARES TR | 90K | $1M+ | SH |
| JBND | J P MORGAN EXCHANGE TRADED F | 136K | $1M+ | SH |
| FEX | FIRST TR EXCHANGE-TRADED ALP | 62K | $1M+ | SH |
| QTEC | FIRST TR EXCHANGE-TRADED FD | 31K | $1M+ | SH |
| ECL | ECOLAB INC | 27K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 138K | $1M+ | SH |