GREAT VALLEY ADVISOR GROUP, INC.
Top Portfolio Positions
452 positions ·
$1,621,126,819 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
1,109,621 | $193,517,902 | 11.94% | |
| AAPL |
Apple Inc.
Technology
|
427,010 | $108,370,867 | 6.68% | |
| GLDM |
World Gold Trust
|
817,316 | $75,757,020 | 4.67% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
323,964 | $67,471,982 | 4.16% | |
| MSFT |
Microsoft Corp
Technology
|
164,121 | $60,752,670 | 3.75% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
91,796 | $52,982,815 | 3.27% | |
| SPY |
Spdr S&P 500 ETF Trust
|
72,415 | $47,094,371 | 2.91% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
125,916 | $36,208,404 | 2.23% | |
| AVGO |
Broadcom Inc.
Technology
|
100,584 | $31,131,753 | 1.92% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
101,729 | $29,924,602 | 1.85% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SUN
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $236,490 | 3,640 | Shares | Sole | 2026-05-11 | |
| 2025-03-31 | $204,835 | 3,528 | Shares | Sole | 2025-05-08 | |
| 2023-06-30 | $443,527 | 10,182 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $370,299 | 8,437 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $402,123 | 9,330 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $366,824 | 9,413 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $311,633 | 8,366 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $294,742 | 7,217 | Shares | Sole | 2022-04-20 | |
| No 13F history on record for this holder in this stock. | ||||||