GREAT VALLEY ADVISOR GROUP, INC.
Top Portfolio Positions
451 positions ·
$1,603,273,744 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
1,109,621 | $193,517,902 | 12.07% |
| AAPL |
Apple Inc.
Technology
|
427,010 | $108,370,867 | 6.76% |
| GLDM |
World Gold Trust
|
817,316 | $75,757,020 | 4.73% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
323,964 | $67,471,982 | 4.21% |
| MSFT |
Microsoft Corp
Technology
|
164,121 | $60,752,670 | 3.79% |
| QQQ |
Invesco Qqq Trust, Series 1
|
91,796 | $52,982,815 | 3.30% |
| SPY |
Spdr S&P 500 Etf Trust
|
72,415 | $47,094,371 | 2.94% |
| GOOGL |
Alphabet Inc.
Communication Services
|
125,916 | $36,208,404 | 2.26% |
| AVGO |
Broadcom Inc.
Technology
|
100,584 | $31,131,753 | 1.94% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
101,729 | $29,924,602 | 1.87% |
Portfolio Trend
Holdings in BST
Shares Held
Position Value (USD)
15 of 15 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $314,900 | 8,663 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $392,913 | 9,692 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $409,670 | 9,905 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $380,936 | 9,980 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $329,240 | 9,980 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $438,281 | 11,988 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $428,398 | 12,088 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $460,318 | 12,223 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $495,281 | 13,415 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $451,548 | 13,415 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $437,070 | 13,915 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $479,232 | 13,915 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $357,130 | 11,043 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $337,404 | 11,893 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $271,559 | 9,243 | Shares | Sole | 2022-10-21 | |
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