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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 $4,514,672,958
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 1,097,546 $173,401,207 3.84%
2.
Spdr Series Trust
 1,587,263 $115,378,228 2.56%
3.
Wisdomtree Trust
 1,174,639 $96,484,930 2.14%
4.
American Centy Etf Tr
 871,588 $95,107,978 2.11%
5.
Apple Inc.
 AAPL 411,637 $84,455,445 1.87%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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