GREAT VALLEY ADVISOR GROUP, INC. Q2 2024 Filing

Filed July 16, 2024

Portfolio Value

$3.6T

Holdings

776

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (776 positions)

#StockSharesValue% PortfolioType
101
COPCONOCOPHILLIPS
78,358$8K0.00%
102
ITOTISHARES TR
67,498$8K0.00%
103
BABINVESCO EXCH TRADED FD TR II
332,125$8K0.00%
104
IJHISHARES TR
145,540$8K0.00%
105
XOMEXXON MOBIL CORP
71,242$8K0.00%
106
ECLECOLAB INC
33,943$8K0.00%
107
GQ9SPDR GOLD TR
37,305$8K0.00%
108
AMTAMERICAN TOWER CORP NEW
39,475$7K0.00%
109
LOWLOWES COS INC
32,592$7K0.00%
110
NOCNORTHROP GRUMMAN CORP
16,770$7K0.00%
111
JMUBJ P MORGAN EXCHANGE TRADED F
145,868$7K0.00%
112
FDXFEDEX CORP
25,205$7K0.00%
113
IVEISHARES TR
42,693$7K0.00%
114
QTECFIRST TR NASDAQ 100 TECH IND
40,010$7K0.00%
115
JSMLJANUS DETROIT STR TR
132,890$7K0.00%
116
VTVANGUARD INTL EQUITY INDEX F
68,379$7K0.00%
117
CDNSCADENCE DESIGN SYSTEM INC
25,206$7K0.00%
118
ADBEADOBE INC
13,010$7K0.00%
119
CBCHUBB LIMITED
31,180$7K0.00%
120
VRTXVERTEX PHARMACEUTICALS INC
14,787$6K0.00%
121
TIPISHARES TR
58,171$6K0.00%
122
MDLZMONDELEZ INTL INC
104,060$6K0.00%
123
ANETEURARISTA NETWORKS INC
19,109$6K0.00%
124
JAAAJANUS DETROIT STR TR
131,439$6K0.00%
125
TMOTHERMO FISHER SCIENTIFIC INC
10,884$6K0.00%
126
MOALTRIA GROUP INC
147,593$6K0.00%
127
PANWPALO ALTO NETWORKS INC
17,735$6K0.00%
128
HSYHERSHEY CO
37,132$6K0.00%
129
NOWSERVICENOW INC
8,078$6K0.00%
130
MDTMEDTRONIC PLC
84,168$6K0.00%
131
FEXFIRST TR LRGE CP CORE ALPHA
66,856$6K0.00%
132
VTEBVANGUARD MUN BD FDS
137,108$6K0.00%
133
QCOMQUALCOMM INC
31,882$6K0.00%
134
FRDMEA SERIES TRUST
172,458$6K0.00%
135
BNDVANGUARD BD INDEX FDS
83,822$6K0.00%
136
CSCOCISCO SYS INC
124,424$5K0.00%
137
DXJWISDOMTREE TR
49,468$5K0.00%
138
DFASDIMENSIONAL ETF TRUST
88,435$5K0.00%
139
XLCSELECT SECTOR SPDR TR
60,442$5K0.00%
140
NFLXNETFLIX INC
7,923$5K0.00%
141
BACVERIZON COMMUNICATIONS INC
130,338$5K0.00%
142
SPEMSPDR INDEX SHS FDS
134,398$5K0.00%
143
EFAISHARES TR
76,512$5K0.00%
144
NVONOVO-NORDISK A S
36,856$5K0.00%
145
DISDISNEY WALT CO
58,629$5K0.00%
146
VVVANGUARD INDEX FDS
22,203$5K0.00%
147
AQLTISHARES TR
72,056$5K0.00%
148
PFEPFIZER INC
192,028$5K0.00%
149
ZTSZOETIS INC
30,436$5K0.00%
150
IWPISHARES TR
46,711$5K0.00%
151
JBNDJ P MORGAN EXCHANGE TRADED F
107,920$5K0.00%
152
XLESELECT SECTOR SPDR TR
55,275$5K0.00%
153
SPDWSPDR INDEX SHS FDS
152,869$5K0.00%
154
XMHQINVESCO EXCHANGE TRADED FD T
53,704$5K0.00%
155
VNLAJANUS DETROIT STR TR
112,874$5K0.00%
156
UNPUNION PAC CORP
25,201$5K0.00%
157
HEFAISHARES TR
157,684$5K0.00%
158
IWBISHARES TR
14,212$4K0.00%
159
QUADQUAD / GRAPHICS INC
812,975$4K0.00%
160
PYLDPIMCO ETF TR
164,526$4K0.00%
161
JEPQJ P MORGAN EXCHANGE TRADED F
81,120$4K0.00%
162
DFICDIMENSIONAL ETF TRUST
164,500$4K0.00%
163
VWOVANGUARD INTL EQUITY INDEX F
94,305$4K0.00%
164
UPSUNITED PARCEL SERVICE INC
34,706$4K0.00%
165
IEFISHARES TR
53,034$4K0.00%
166
IWDISHARES TR
25,492$4K0.00%
167
VBKVANGUARD INDEX FDS
18,207$4K0.00%
168
BABOEING CO
24,177$4K0.00%
169
AMATAPPLIED MATLS INC
21,021$4K0.00%
170
AVIGAMERICAN CENTY ETF TR
121,271$4K0.00%
171
AMDADVANCED MICRO DEVICES INC
29,046$4K0.00%
172
SCHMSCHWAB STRATEGIC TR
60,861$4K0.00%
173
CATCATERPILLAR INC
14,440$4K0.00%
174
CMCSACOMCAST CORP NEW
102,585$4K0.00%
175
IWOISHARES TR
15,885$4K0.00%
176
RSPINVESCO EXCHANGE TRADED FD T
29,572$4K0.00%
177
VFMOVANGUARD WELLINGTON FD
29,762$4K0.00%
178
WINNHARBOR ETF TRUST
169,753$4K0.00%
179
JMOMJ P MORGAN EXCHANGE TRADED F
85,249$4K0.00%
180
KMBKIMBERLY-CLARK CORP
34,649$4K0.00%
181
XLVSELECT SECTOR SPDR TR
33,958$4K0.00%
182
SOSOUTHERN CO
56,988$4K0.00%
183
USBUS BANCORP DEL
114,525$4K0.00%
184
LNGCHENIERE ENERGY INC
23,322$4K0.00%
185
XYZBLOCK INC
65,311$4K0.00%
186
IXUSISHARES TR
70,586$4K0.00%
187
FASTFASTENAL CO
63,752$4K0.00%
188
SCHGSCHWAB STRATEGIC TR
41,758$4K0.00%
189
STZCONSTELLATION BRANDS INC
19,256$4K0.00%
190
MCKMCKESSON CORP
6,769$3K0.00%
191
PPAINVESCO EXCHANGE TRADED FD T
32,754$3K0.00%
192
SHVISHARES TR
34,429$3K0.00%
193
TOTLSSGA ACTIVE ETF TR
78,771$3K0.00%
194
IWSISHARES TR
32,457$3K0.00%
195
XLFSELECT SECTOR SPDR TR
88,068$3K0.00%
196
BXBLACKSTONE INC
24,517$3K0.00%
197
HYDVANECK ETF TRUST
76,721$3K0.00%
198
MMM3M CO
30,566$3K0.00%
199
TFISPDR SER TR
86,806$3K0.00%
200
VSSVANGUARD INTL EQUITY INDEX F
28,594$3K0.00%
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