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 301–350 of 944
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XLE | SELECT SECTOR SPDR TR | 56K | $1M+ | SH |
| BKR | BAKER HUGHES COMPANY | 53K | $1M+ | SH |
| HSY | HERSHEY CO | 13K | $1M+ | SH |
| ARTY | ISHARES TR | 50K | $1M+ | SH |
| DE | DEERE & CO | 5K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 3K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 5K | $1M+ | SH |
| GRID | FIRST TR EXCHANGE TRADED FD | 15K | $1M+ | SH |
| ET | ENERGY TRANSFER L P | 143K | $1M+ | SH |
| CAVA | CAVA GROUP INC | 40K | $1M+ | SH |
| CGSM | CAPITAL GRP FIXED INCM ETF T | 89K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 16K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 24K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 48K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 25K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 57K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 15K | $1M+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 4K | $1M+ | SH |
| STZ | CONSTELLATION BRANDS INC | 16K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 45K | $1M+ | SH |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 75K | $1M+ | SH |
| MCK | MCKESSON CORP | 3K | $1M+ | SH |
| EQWL | INVESCO EXCHANGE TRADED FD T | 18K | $1M+ | SH |
| EFG | ISHARES TR | 19K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 21K | $1M+ | SH |
| FIIG | FIRST TR EXCHANGE-TRADED FD | 101K | $1M+ | SH |
| USB | US BANCORP DEL | 40K | $1M+ | SH |
| FMDE | FIDELITY COVINGTON TRUST | 58K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 12K | $1M+ | SH |
| IAI | ISHARES TR | 12K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 9K | $1M+ | SH |
| WEC | WEC ENERGY GROUP INC | 20K | $1M+ | SH |
| BA | BOEING CO | 10K | $1M+ | SH |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 79K | $1M+ | SH |
| GNMA | ISHARES TR | 46K | $1M+ | SH |
| KLAC | KLA CORP | 2K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 48K | $1M+ | SH |
| QDEC | FIRST TR EXCHNG TRADED FD VI | 62K | $1M+ | SH |
| OEF | ISHARES TR | 6K | $1M+ | SH |
| ADBE | ADOBE INC | 6K | $1M+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 15K | $1M+ | SH |
| TLT | ISHARES TR | 23K | $1M+ | SH |
| TRGP | TARGA RES CORP | 11K | $1M+ | SH |
| NBSD | NEUBERGER BERMAN ETF TRUST | 38K | $1M+ | SH |
| VTWG | VANGUARD SCOTTSDALE FDS | 8K | $1M+ | SH |
| SMMU | PIMCO ETF TR | 38K | $1M+ | SH |
| FENI | FIDELITY COVINGTON TRUST | 53K | $1M+ | SH |
| COIN | COINBASE GLOBAL INC | 9K | $1M+ | SH |
| IXN | ISHARES TR | 18K | $1M+ | SH |
| PFE | PFIZER INC | 77K | $1M+ | SH |