• 13F History

GREAT VALLEY ADVISOR GROUP, INC.

13F Filings History

Latest 13F report
Q4 2024 - Feb 24, 2025
Value $
$4.47B
Signature - Title
James Spinelli - Chief Operating Officer
Location
Wilmington, DE
Summary
This page shows a list of all the recent 13F filings made by GREAT VALLEY ADVISOR GROUP, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. GREAT VALLEY ADVISOR GROUP, INC. reported 840 stock holdings with total value $4.47B as of Q4 2024. Top holdings included NVDA, VCIT, AAPL, DCOR, and QGRO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 840 $4.47B +$610M -$161M +$448M NVDA, VCIT, AAPL, DCOR, QGRO 13F-HR 2/24/2025, 11:42 AM
Q3 2024 831 $4.07B +$503M -$183M +$320M NVDA, VCIT, AAPL, QGRO, MSFT 13F-HR 11/12/2024, 09:28 AM
Q2 2024 775 $3.57B +$454M -$114M +$340M NVDA, VCIT, AAPL, MSFT, QGRO 13F-HR 7/16/2024, 01:33 PM
Q1 2024 746 $3.29B +$406M -$168M +$237M VCIT, NVDA, AAPL, MSFT, SPLG 13F-HR 5/3/2024, 08:16 PM
Q4 2023 711 $2.85B +$427M -$223M +$204M VCIT, AAPL, MSFT, SPLG, NVDA 13F-HR 2/5/2024, 05:35 PM
Q3 2023 738 $2.41B +$271M -$154M +$117M VCIT, AAPL, QGRO, MSFT, NVDA 13F-HR 11/6/2023, 06:00 PM
Q2 2023 700 $2.39B +$322M -$148M +$174M AAPL, VCIT, QGRO, MSFT, NVDA 13F-HR 8/10/2023, 12:46 PM
Q1 2023 697 $2.14B +$344M -$210M +$134M VCIT, AAPL, MSFT, FEX, NVDA 13F-HR 5/2/2023, 06:34 PM
Q4 2022 691 $1.96B +$232M -$129M +$103M VCIT, AAPL, FEX, SPAB, MSFT 13F-HR 1/31/2023, 07:46 PM
Q3 2022 671 $1.78B +$252M -$112M +$140M AAPL, VCIT, AMZN, MSFT, FEX 13F-HR 10/20/2022, 06:47 PM
Q2 2022 674 $1.82B +$523M -$90.8M +$432M AAPL, VCIT, MSFT, SPLG, FEX 13F-HR 7/18/2022, 09:12 PM
Q1 2022 579 $1.68B +$219M -$53.2M +$166M AAPL, SPLG, VCSH, QQQ, MSFT 13F-HR 4/19/2022, 08:29 PM
Q4 2021 587 $1.61B +$175M -$44.2M +$131M AAPL, VCSH, SPLG, QQQ, VCIT 13F-HR 2/10/2022, 03:16 PM
Q3 2021 574 $1.45B +$181M -$72.8M +$108M VCSH, AAPL, SPLG, VCIT, ACWI 13F-HR 10/14/2021, 05:15 PM
Q2 2021 540 $1.35B +$367M -$96.9M +$270M VCSH, FTCS, AAPL, VCIT, SPLG 13F-HR 7/26/2021, 06:53 PM
Q1 2021 499 $1.04B +$128M -$85.8M +$41.7M VCIT, ACWI, AAPL, FTCS, QQQ 13F-HR 4/20/2021, 03:17 PM
Q4 2020 470 $966M +$111M -$29.6M +$81.3M VCIT, ACWI, AAPL, FTCS, QQQ 13F-HR 1/29/2021, 09:45 AM
Q3 2020 430 $814M +$237M -$42M +$195M VCIT, ACWI, AAPL, QQQ, FTCS 13F-HR 10/21/2020, 05:10 PM
Q2 2020 410 $611M +$223M -$31.2M +$192M VCIT, AAPL, SPLG, QQQ, AMZN 13F-HR 7/30/2020, 09:54 PM
Q1 2020 307 $376M +$77.3M -$30.9M +$46.5M GSLC, AAPL, VSDA, MSFT, SPLG 13F-HR 5/15/2020, 12:29 PM
Q4 2019 356 $449M +$42M -$28.3M +$13.7M AAPL, GSLC, AMZN, MSFT, REGL 13F-HR 2/7/2020, 06:54 PM
Q3 2019 339 $414M +$37.1M -$14.5M +$22.6M GSLC, MTUM, AAPL, MSFT, REGL 13F-HR 10/25/2019, 02:32 PM
Q2 2019 328 $398M +$112M -$22.8M +$88.8M GSLC, MTUM, AAPL, MSFT, AMZN 13F-HR 7/30/2019, 05:06 PM
Q1 2019 292 $307M +$130M -$224M -$94M GSLC, MTUM, AAPL, RDVY, AGG 13F-HR 4/26/2019, 05:00 PM
Q4 2018 194 $169M CDC, IWP, AAPL, REGL, SMDV 13F-HR 4/11/2019, 04:10 PM