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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 $4,466,444,538
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 1,165,258 $156,482,981 3.5%
2.
Vanguard Scottsdale Funds
 1,588,291 $127,491,968 2.85%
3.
Apple Inc.
 AAPL 442,133 $110,719,003 2.47%
4.
Dimensional Etf Trust
 1,724,121 $110,620,020 2.47%
5.
American Centy Etf Tr
 873,010 $87,038,811 1.94%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)