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Portfolio (Quarterly) Guide ↗

GREAT VALLEY ADVISOR GROUP, INC.

· CIK 0001769897
13F Portfolio $5.0B AUM Filed Nov 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 923 New
Page 22 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 CMI CUMMINS INC Industrials 3,150.0 $1.3M 0.03% NEW $422.29 +56.2%
422 DFAS DIMENSIONAL ETF TRUST 19,422.0 $1.3M 0.03% NEW $68.46 +9.8%
423 DFIC DIMENSIONAL ETF TRUST 40,364.0 $1.3M 0.03% NEW $32.79 +13.8%
424 VFH VANGUARD WORLD FD 10,000.0 $1.3M 0.03% NEW $131.28 -4.6%
425 DIS DISNEY WALT CO Communication Services 11,457.0 $1.3M 0.03% NEW $114.51 -9.2%
426 TRGP TARGA RES CORP Energy 7,739.0 $1.3M 0.03% NEW $167.51 +64.0%
427 SPTS SPDR SERIES TRUST 43,793.0 $1.3M 0.03% NEW $29.32 -1.2%
428 ARGX ARGENX SE Healthcare 1,738.0 $1.3M 0.03% NEW $737.50 +8.2%
429 VT VANGUARD INTL EQUITY INDEX F 9,244.0 $1.3M 0.03% NEW $137.75 +10.8%
430 RWJ INVESCO EXCH TRADED FD TR II 26,142.0 $1.3M 0.03% NEW $48.31 +10.2%
431 BBAG J P MORGAN EXCHANGE TRADED F 26,876.0 $1.3M 0.03% NEW $46.67 -2.9%
432 SLYG SPDR SERIES TRUST 13,259.0 $1.3M 0.03% NEW $94.32 +11.4%
433 NUE NUCOR CORP Basic Materials 9,147.0 $1.2M 0.03% NEW $135.43 +67.2%
434 ALL ALLSTATE CORP Financial Services 5,760.0 $1.2M 0.03% NEW $214.68 +4.6%
435 URA GLOBAL X FDS 25,722.0 $1.2M 0.03% NEW $47.66 -1.0%
436 CMCSA COMCAST CORP NEW Communication Services 38,889.0 $1.2M 0.03% NEW $31.42 -21.1%
437 SOXX ISHARES TR 4,500.0 $1.2M 0.02% NEW $271.18 +83.2%
438 IAK ISHARES TR 9,045.0 $1.2M 0.02% NEW $134.04 +0.0%
439 AJG GALLAGHER ARTHUR J & CO Financial Services 3,913.0 $1.2M 0.02% NEW $309.79 -34.3%
440 EWZ ISHARES INC 38,566.0 $1.2M 0.02% NEW $31.00 +15.8%
Page 22 of 47  ·  923 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.0%
Financial Services 21.1%
Consumer Cyclical 9.3%
Communication Services 8.8%
Industrials 6.6%
Healthcare 6.6%
Consumer Defensive 5.1%
Energy 2.7%
Utilities 2.3%
Basic Materials 1.7%