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Home > Institutional Investor > Great Valley Advisor Group, Inc. > Profile

Instuitional Investor - Great Valley Advisor Group, Inc.

Fund Profile
Filing Period:
Fund Name: Great Valley Advisor Group, Inc.
Portfolio Value $4,646,009,385
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 1,601,770 $130,960,824 2.82%
2.
Nvidia Corp
 NVDA 1,133,041 $122,798,964 2.64%
3.
Dimensional Etf Trust
 1,777,800 $109,032,593 2.35%
4.
Apple Inc.
 AAPL 437,603 $97,204,762 2.09%
5.
Spdr Series Trust
 1,293,747 $85,076,587 1.83%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)