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 351–400 of 944
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IGM | ISHARES TR | 15K | $1M+ | SH |
| PSX | PHILLIPS 66 | 15K | $1M+ | SH |
| ES | EVERSOURCE ENERGY | 28K | $1M+ | SH |
| MP | MP MATERIALS CORP | 37K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 69K | $1M+ | SH |
| SLYV | SPDR SERIES TRUST | 20K | $1M+ | SH |
| OXY | OCCIDENTAL PETE CORP | 45K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 48K | $1M+ | SH |
| CL | COLGATE PALMOLIVE CO | 23K | $1M+ | SH |
| IBND | SPDR SERIES TRUST | 57K | $1M+ | SH |
| LIN | LINDE PLC | 4K | $1M+ | SH |
| COR | CENCORA INC | 5K | $1M+ | SH |
| UL | UNILEVER PLC | 27K | $1M+ | SH |
| USFR | WISDOMTREE TR | 35K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 7K | $1M+ | SH |
| FIVA | FIDELITY COVINGTON TRUST | 52K | $1M+ | SH |
| XAR | SPDR SERIES TRUST | 7K | $1M+ | SH |
| MGC | VANGUARD WORLD FD | 7K | $1M+ | SH |
| SHEL | SHELL PLC | 24K | $1M+ | SH |
| ETR | ENTERGY CORP NEW | 19K | $1M+ | SH |
| VFMF | VANGUARD WELLINGTON FD | 12K | $1M+ | SH |
| DON | WISDOMTREE TR | 34K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 12K | $1M+ | SH |
| PAAA | PGIM ETF TR | 34K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 5K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| O | REALTY INCOME CORP | 31K | $1M+ | SH |
| IGSB | ISHARES TR | 32K | $1M+ | SH |
| MDYV | SPDR SERIES TRUST | 20K | $1M+ | SH |
| SCMB | SCHWAB STRATEGIC TR | 66K | $1M+ | SH |
| RWO | SPDR INDEX SHS FDS | 38K | $1M+ | SH |
| ARKK | ARK ETF TR | 22K | $1M+ | SH |
| DGCB | DIMENSIONAL ETF TRUST | 30K | $1M+ | SH |
| CMI | CUMMINS INC | 3K | $1M+ | SH |
| DIVI | FRANKLIN TEMPLETON ETF TR | 42K | $1M+ | SH |
| DFNM | DIMENSIONAL ETF TRUST | 34K | $1M+ | SH |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | 45K | $1M+ | SH |
| EFV | ISHARES TR | 22K | $1M+ | SH |
| T | AT&T INC | 64K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 6K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 6K | $1M+ | SH |
| IGIB | ISHARES TR | 29K | $1M+ | SH |
| IWR | ISHARES TR | 16K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 7K | $1M+ | SH |
| EWZ | ISHARES INC | 48K | $1M+ | SH |
| XLY | SELECT SECTOR SPDR TR | 13K | $1M+ | SH |
| DXJ | WISDOMTREE TR | 11K | $1M+ | SH |
| IWN | ISHARES TR | 8K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 20K | $1M+ | SH |
| NUE | NUCOR CORP | 9K | $1M+ | SH |