GREAT VALLEY ADVISOR GROUP, INC. Q2 2024 Filing

Filed July 16, 2024

Portfolio Value

$3.6B

Holdings

776

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (776 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
1,122,075$138.6T3878328.46%
2
VCITVANGUARD SCOTTSDALE FDS
1,394,118$111.4T3117644.56%
3
AAPLAPPLE INC
452,065$95.2T2663894.48%
4
MSFTMICROSOFT CORP
162,595$72.7T2033213.30%
5
QGROAMERICAN CENTY ETF TR
787,031$67.7T1893011.42%
6
AMZNAMAZON COM INC
331,088$64.0T1790124.66%
7
DLNWISDOMTREE TR
786,526$57.2T1600902.88%
8
SPMDSPDR SER TR
1,063,370$54.6T1526232.67%
9
SPTLSPDR SER TR
1,899,144$51.7T1446301.40%
10
SPYMSPDR SER TR
759,943$48.6T1360734.32%
11
SPSMSPDR SER TR
1,139,727$47.3T1324265.99%
12
SPABSPDR SER TR
1,819,765$45.7T1277399.51%
13
ACWIISHARES TR
383,186$43.1T1205002.68%
14
GLDMWORLD GOLD TR
899,915$41.5T1160431.60%
15
DFACDIMENSIONAL ETF TRUST
1,102,237$35.5T994226.67%
16
QEFASPDR INDEX SHS FDS
474,269$35.4T991735.15%
17
SPIPSPDR SER TR
1,343,133$34.1T955241.47%
18
JIREJ P MORGAN EXCHANGE TRADED F
534,565$33.5T936251.51%
19
GOOGALPHABET INC
181,921$33.4T933564.31%
20
AVEMAMERICAN CENTY ETF TR
524,111$32.0T895797.46%
21
SPHYSPDR SER TR
1,301,423$30.2T845839.91%
22
GOOGLALPHABET INC
159,583$29.1T813251.30%
23
JPMJPMORGAN CHASE & CO.
136,852$27.7T774411.16%
24
NDQINVESCO QQQ TR
57,356$27.5T768816.39%
25
VOOVANGUARD INDEX FDS
53,158$26.6T743822.81%
26
MUBISHARES TR
249,261$26.6T743056.10%
27
JPSTJ P MORGAN EXCHANGE TRADED F
517,983$26.1T731420.11%
28
VUGVANGUARD INDEX FDS
67,130$25.1T702465.02%
29
SPTISPDR SER TR
889,959$24.9T697666.72%
30
LVHILEGG MASON ETF INVT
840,386$24.9T696902.42%
31
AGGISHARES TR
252,161$24.5T684814.78%
32
VTIVANGUARD INDEX FDS
89,084$23.8T666756.71%
33
COWZPACER FDS TR
426,726$23.3T650545.09%
34
BBHYJ P MORGAN EXCHANGE TRADED F
474,988$21.7T607851.45%
35
USMFWISDOMTREE TR
462,358$21.0T587809.99%
36
VTVVANGUARD INDEX FDS
130,363$20.9T585069.89%
37
UNHUNITEDHEALTH GROUP INC
40,407$20.6T575689.75%
38
XMMOINVESCO EXCHANGE TRADED FD T
180,213$20.5T574725.13%
39
CGMUCAPITAL GRP FIXED INCM ETF T
759,854$20.4T570802.09%
40
SPYVSPDR SER TR
417,343$20.3T569107.92%
41
IDVOAMPLIFY ETF TR
645,862$19.6T549317.06%
42
LLYELI LILLY & CO
21,377$19.4T541486.74%
43
VVISA INC
73,089$19.2T536710.54%
44
IVVISHARES TR
34,581$18.9T529428.14%
45
DGRWWISDOMTREE TR
241,440$18.8T527230.53%
46
SCHBSCHWAB STRATEGIC TR
294,224$18.5T517522.02%
47
SPBOSPDR SER TR
641,969$18.4T515492.30%
48
METAMETA PLATFORMS INC
36,437$18.4T514030.15%
49
SPYSPDR S&P 500 ETF TR
33,705$18.3T513193.66%
50
BRK/BBERKSHIRE HATHAWAY INC DEL
44,788$18.2T509758.65%
51
SPYGSPDR SER TR
223,030$17.9T500013.91%
52
SCHDSCHWAB STRATEGIC TR
228,974$17.8T498140.98%
53
LMTLOCKHEED MARTIN CORP
37,455$17.5T489492.80%
54
BCCCGLOBAL X FDS
459,727$17.0T476165.52%
55
VSDAVICTORY PORTFOLIOS II
337,735$16.3T456565.10%
56
JNJJOHNSON & JOHNSON
109,860$16.1T449254.05%
57
BUFRFIRST TR EXCHNG TRADED FD VI
555,179$16.1T449216.51%
58
IWFISHARES TR
43,457$15.8T443174.45%
59
VSMVVICTORY PORTFOLIOS II
346,153$15.7T440069.57%
60
EMBISHARES TR
175,554$15.5T434587.38%
61
VFLOVICTORY PORTFOLIOS II
499,651$15.4T432244.31%
62
HDHOME DEPOT INC
44,049$15.2T424223.82%
63
VBVANGUARD INDEX FDS
69,393$15.1T423328.28%
64
CRMSALESFORCE INC
58,277$15.0T419195.27%
65
AVUSAMERICAN CENTY ETF TR
165,755$14.9T418248.77%
66
DBPINVESCO DB MULTI-SECTOR COMM
260,694$14.9T417918.69%
67
JMSTJ P MORGAN EXCHANGE TRADED F
291,007$14.8T413152.90%
68
MGCVANGUARD WORLD FD
71,569$14.1T395028.91%
69
SMHVANECK ETF TRUST
54,043$14.1T394178.13%
70
ABBVABBVIE INC
81,215$13.9T389726.34%
71
HONHONEYWELL INTL INC
65,217$13.9T389637.09%
72
VOVANGUARD INDEX FDS
56,460$13.7T382437.22%
73
PEPPEPSICO INC
82,075$13.5T378735.74%
74
COSTCOSTCO WHSL CORP NEW
15,436$13.1T367078.23%
75
AVGOBROADCOM INC
8,075$13.0T362749.35%
76
XLKSELECT SECTOR SPDR TR
56,854$12.9T359859.51%
77
WMTWALMART INC
187,502$12.7T355197.80%
78
MCDMCDONALDS CORP
48,210$12.3T343726.31%
79
FISVFISERV INC
80,279$12.0T334739.75%
80
MRKMERCK & CO INC
95,599$11.8T331129.87%
81
EPIWISDOMTREE TR
244,828$11.8T330696.10%
82
BILSPDR SER TR
128,264$11.8T329351.78%
83
DGSWISDOMTREE TR
228,564$11.8T328945.91%
84
PGPROCTER AND GAMBLE CO
71,083$11.7T327985.40%
85
VIGVANGUARD SPECIALIZED FUNDS
64,216$11.7T327974.68%
86
VEAVANGUARD TAX-MANAGED FDS
220,983$10.9T305553.70%
87
VONGVANGUARD SCOTTSDALE FDS
116,192$10.9T304970.59%
88
ACNACCENTURE PLC IRELAND
33,489$10.2T284289.61%
89
NEENEXTERA ENERGY INC
139,172$9.9T275709.25%
90
BACBANK AMERICA CORP
246,721$9.8T274532.64%
91
IJRISHARES TR
90,609$9.7T270400.64%
92
CVXCHEVRON CORP NEW
61,290$9.6T268232.88%
93
MMITINDEXIQ ACTIVE ETF TR
395,094$9.6T267283.90%
94
NFTYFIRST TR EXCH TRD ALPHDX FD
157,967$9.5T266412.72%
95
SCHFSCHWAB STRATEGIC TR
240,492$9.2T258520.71%
96
FTCSFIRST TR EXCHANGE-TRADED FD
109,715$9.2T257978.02%
97
IVWISHARES TR
99,298$9.2T257089.66%
98
SMCIUSDSUPER MICRO COMPUTER INC
11,054$9.1T253399.15%
99
COPCONOCOPHILLIPS
78,358$9.0T250747.57%
100
BABINVESCO EXCH TRADED FD TR II
332,125$8.8T245128.73%
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