GREAT VALLEY ADVISOR GROUP, INC. - Portfolio overview

GREAT VALLEY ADVISOR GROUP, INC. has 1079 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. NVDA - NVIDIA CORPORATION, 3.41%
  2. SPLG - SPDR SERIES TRUST, 2.33%
  3. SPYM - SPDR SERIES TRUST, 2.27%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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