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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 $6,330,663,333
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 1,136,400 $227,381,922 3.59%
2.
Spdr Series Trust
 KRE 1,659,104 $145,802,281 2.3%
3.
Watford Holdings Ltd.
 WTREP 1,476,721 $142,237,995 2.25%
4.
Apple Inc.
 AAPL 433,052 $125,307,844 1.98%
5.
American Centy Etf Tr
 1,038,201 $122,559,511 1.94%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.