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 151–200 of 944
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CGSD | CAPITAL GRP FIXED INCM ETF T | 267K | $1M+ | SH |
| VRT | VERTIV HOLDINGS CO | 43K | $1M+ | SH |
| STPZ | PIMCO ETF TR | 128K | $1M+ | SH |
| UNP | UNION PAC CORP | 29K | $1M+ | SH |
| ALAI | THE ALGER ETF TRUST | 184K | $1M+ | SH |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 101K | $1M+ | SH |
| SHY | ISHARES TR | 78K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 54K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 34K | $1M+ | SH |
| FALN | ISHARES TR | 230K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 13K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 90K | $1M+ | SH |
| IXUS | ISHARES TR | 73K | $1M+ | SH |
| TIP | ISHARES TR | 56K | $1M+ | SH |
| IWB | ISHARES TR | 16K | $1M+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 50K | $1M+ | SH |
| GEV | GE VERNOVA INC | 9K | $1M+ | SH |
| PSLV | SPROTT ASSET MANAGEMENT LP | 244K | $1M+ | SH |
| ORCL | ORACLE CORP | 29K | $1M+ | SH |
| SPIP | SPDR SERIES TRUST | 213K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 169K | $1M+ | SH |
| EME | EMCOR GROUP INC | 9K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 46K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 31K | $1M+ | SH |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 90K | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 65K | $1M+ | SH |
| NVS | NOVARTIS AG | 39K | $1M+ | SH |
| PRFD | PIMCO ETF TR | 104K | $1M+ | SH |
| ABT | ABBOTT LABS | 43K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 93K | $1M+ | SH |
| IWD | ISHARES TR | 25K | $1M+ | SH |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 85K | $1M+ | SH |
| IEI | ISHARES TR | 43K | $1M+ | SH |
| CAT | CATERPILLAR INC | 9K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 95K | $1M+ | SH |
| CSCO | CISCO SYS INC | 66K | $1M+ | SH |
| PEP | PEPSICO INC | 35K | $1M+ | SH |
| USHY | ISHARES TR | 135K | $1M+ | SH |
| CGCV | CAPITAL GROUP CONSERVATIVE E | 164K | $1M+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 84K | $1M+ | SH |
| IWP | ISHARES TR | 36K | $1M+ | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 31K | $1M+ | SH |
| C | CITIGROUP INC | 42K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 60K | $1M+ | SH |
| IUSG | ISHARES TR | 29K | $1M+ | SH |
| DGRO | ISHARES TR | 70K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 182K | $1M+ | SH |
| GOVT | ISHARES TR | 208K | $1M+ | SH |
| MRK | MERCK & CO INC | 45K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 15K | $1M+ | SH |