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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 $2,849,750,360
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 1,279,921 $104,032,000 3.65%
2.
Apple Inc.
 AAPL 441,121 $84,929,298 2.98%
3.
Microsoft Corp
 MSFT 160,962 $60,527,366 2.12%
4.
Spdr Series Trust
 1,000,597 $55,933,134 1.96%
5.
Nvidia Corp
 NVDA 112,456 $55,690,771 1.95%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)