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Portfolio (Quarterly) Guide ↗

GREAT VALLEY ADVISOR GROUP, INC.

· CIK 0001769897
13F Portfolio $5.2B AUM 944 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 70 New 422 Added 344 Reduced 49 Exited
Page 17 of 22  ·  422 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 HWM HOWMET AEROSPACE INC Industrials 2,573.0 $528K 0.01% +63.0 +2.5% $205.17 +26.7%
322 ASTRAZENECA PLC 5,734.0 $527K 0.01% +691.0 +13.7% $91.88
323 GD GENERAL DYNAMICS CORP Industrials 1,538.0 $518K 0.01% +80.0 +5.5% $336.87 +0.5%
324 FCX FREEPORT-MCMORAN INC Basic Materials 10,136.0 $515K 0.01% +3K +48.2% $50.77 +22.7%
325 AMLP ALPS ETF TR 10,780.0 $507K 0.01% +347.0 +3.3% $47.02 +15.2%
326 MRVL MARVELL TECHNOLOGY INC Technology 5,928.0 $504K 0.01% +148.0 +2.6% $84.99 +124.4%
327 CGNG CAPITAL GROUP NEW GEOGRAPHY 15,746.0 $503K 0.01% +3K +23.4% $31.92 +12.1%
328 BBHY J P MORGAN EXCHANGE TRADED F 10,685.0 $497K 0.01% +1K +12.1% $46.55 -1.2%
329 ESGD ISHARES TR 5,109.0 $486K 0.01% +336.0 +7.0% $95.13 +8.1%
330 BDX BECTON DICKINSON & CO Healthcare 2,485.0 $482K 0.01% +726.0 +41.3% $194.16 -24.7%
331 BBY BEST BUY INC Consumer Cyclical 7,211.0 $482K 0.01% +71.0 +1.0% $66.87 -8.6%
332 IQVIA HLDGS INC 2,106.0 $475K 0.01% +475.0 +29.1% $225.41
333 FLMI FRANKLIN TEMPLETON ETF TR 19,055.0 $474K 0.01% +295.0 +1.6% $24.87 -0.4%
334 DHR DANAHER CORPORATION Healthcare 2,035.0 $465K 0.01% +23.0 +1.1% $228.71 -24.2%
335 BTCW WISDOMTREE BITCOIN FD Financial Services 4,960.0 $460K 0.01% +225.0 +4.8% $92.68 -11.3%
336 BOTZ GLOBAL X FDS 12,448.0 $451K 0.01% +2K +15.2% $36.21 +9.5%
337 EEM ISHARES TR 8,230.0 $450K 0.01% +2K +40.4% $54.71 +20.7%
338 ENVA ENOVA INTL INC Financial Services 2,835.0 $446K 0.01% +621.0 +28.1% $157.20 +2.4%
339 CGCP CAPITAL GRP FIXED INCM ETF T 19,545.0 $442K 0.01% +3K +14.8% $22.64 -1.7%
340 DDWM WISDOMTREE TR 10,142.0 $442K 0.01% +3K +51.2% $43.58 +6.7%
Page 17 of 22  ·  422 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 34.6%
Financial Services 21.5%
Communication Services 9.6%
Consumer Cyclical 9.0%
Healthcare 7.0%
Industrials 6.7%
Consumer Defensive 4.8%
Energy 2.6%
Utilities 2.4%
Basic Materials 1.1%