Investments: GREAT VALLEY ADVISOR GROUP, INC.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
3.979.778.448 $+123.890.954 $3.860.122.155 $+3.860.122.155 $
BANK OF AMERICA CORP /DE/BAC2.827.436.852 $+80.738.819 $2.746.698.033 $+2.746.698.033 $
NVIDIA CORPNVDA201.504.494 $-3.186.203 $204.690.697 $+204.690.697 $
APPFOLIO INCAPPF112.833.358 $+8.209.887 $104.623.471 $+104.623.471 $
VICTORY CAPITAL MANAGEMENT INC94.556.263 $+653.450 $93.902.813 $+93.902.813 $
ALPHA PRO TECH LTDAPT91.705.234 $+19.088.787 $72.616.447 $+72.616.447 $
MICROSOFT CORPMSFT74.543.971 $-4.925.428 $79.469.399 $+79.469.399 $
AMAZON COM INCAMZN69.856.825 $+3.432.328 $66.424.497 $+66.424.497 $
BlackRock, Inc.BLK44.237.786 $+2.993.911 $41.243.875 $+41.243.875 $
JPMORGAN CHASE & COJPM31.634.355 $-878.087 $32.512.442 $+32.512.442 $
MORGAN STANLEYMS21.984.264 $+830.318 $21.153.946 $+21.153.946 $
ELI LILLY & CoLLY20.431.975 $+5.463.973 $14.968.002 $+14.968.002 $
Walmart Inc.WMT18.528.489 $+364.061 $18.164.428 $+18.164.428 $
BERKSHIRE HATHAWAY INCBRK-B17.808.332 $+97.490 $17.710.842 $+17.710.842 $
AbbVie Inc.ABBV16.293.454 $-1.019.153 $17.312.607 $+17.312.607 $
NETFLIX INCNFLX13.076.905 $-3.938.005 $17.014.910 $+17.014.910 $
JOHNSON & JOHNSONJNJ14.455.618 $+1.688.886 $12.766.732 $+12.766.732 $
SPS COMMERCE INCSPSC13.454.200 $+2.129.816 $11.324.384 $+11.324.384 $
MCDONALDS CORPMCD12.934.142 $-433.729 $13.367.871 $+13.367.871 $
UNITEDHEALTH GROUP INCUNH10.023.746 $-538.593 $10.562.339 $+10.562.339 $
PROCTER & GAMBLE CoPG9.539.509 $-957.706 $10.497.215 $+10.497.215 $
NEXTERA ENERGY INCNEE9.929.544 $-390.963 $10.320.507 $+10.320.507 $
CHEVRON CORPCVX8.335.209 $-1.110.632 $9.445.841 $+9.445.841 $
PALATIN TECHNOLOGIES INCPTNT8.389.874 $+1.021.643 $7.368.231 $+7.368.231 $
ISHARES GOLD TRUSTIAU8.179.719 $+1.717.619 $6.462.100 $+6.462.100 $
ORACLE CORPORCL5.651.003 $-2.115.321 $7.766.324 $+7.766.324 $
Palo Alto Networks IncPANW6.296.421 $-1.278.741 $7.575.162 $+7.575.162 $
Vertiv Holdings CoVRT6.901.322 $+238.270 $6.663.052 $+6.663.052 $
EXXON MOBIL CORPXOM6.441.291 $+69.411 $6.371.880 $+6.371.880 $
NOVARTIS AGNVS5.370.145 $-691.626 $6.061.771 $+6.061.771 $
CITIGROUP INCC5.888.437 $+396.384 $5.492.053 $+5.492.053 $
CATERPILLAR INCCAT5.149.853 $+824.290 $4.325.563 $+4.325.563 $
PEPSICO INCPEP5.056.015 $+228.449 $4.827.566 $+4.827.566 $
LOCKHEED MARTIN CORPLMT4.311.838 $-382.813 $4.694.651 $+4.694.651 $
GENERAL ELECTRIC COGE4.597.485 $+1.140.188 $3.457.297 $+3.457.297 $
BOSTON SCIENTIFIC CORPBSX4.282.975 $+452.784 $3.830.191 $+3.830.191 $
GOLDMAN SACHS GROUP INCGS4.128.004 $+1.197.867 $2.930.137 $+2.930.137 $
Invesco DB Precious Metals FundDBP4.104.182 $+543.816 $3.560.366 $+3.560.366 $
COMMONWEALTH EQUITY SERVICES, LLC4.011.000 $+2.594.000 $1.417.000 $+1.417.000 $
RAYMOND JAMES FINANCIAL INCRJF3.893.699 $+1.513.328 $2.380.371 $+2.380.371 $
3M COMMM3.879.502 $+229.135 $3.650.367 $+3.650.367 $
Eaton Corp plcETN3.811.264 $+42.368 $3.768.896 $+3.768.896 $
FASTENAL COFAST3.059.990 $-666.658 $3.726.648 $+3.726.648 $
ADVANCED MICRO DEVICES INCAMD3.725.585 $+892.229 $2.833.356 $+2.833.356 $
AMGEN INCAMGN3.647.262 $+556.507 $3.090.755 $+3.090.755 $
COCA COLA COKO3.642.403 $+362.370 $3.280.033 $+3.280.033 $
EMERSON ELECTRIC COEMR3.606.051 $+608.212 $2.997.839 $+2.997.839 $
STARBUCKS CORPSBUX3.555.506 $+766.879 $2.788.627 $+2.788.627 $
SCHWAB CHARLES CORPSCHW3.479.988 $+685.669 $2.794.319 $+2.794.319 $
Mastercard IncMA3.412.335 $+392.387 $3.019.948 $+3.019.948 $
MICRON TECHNOLOGY INCMU3.197.293 $+1.431.342 $1.765.951 $+1.765.951 $
FLOWSERVE CORPFLS3.162.351 $+2.006.910 $1.155.441 $+1.155.441 $
RTX CorpRTX3.094.354 $+324.419 $2.769.935 $+2.769.935 $
AppLovin CorpAPP2.599.141 $-463.377 $3.062.518 $+3.062.518 $
Constellation Energy CorpCEG2.971.643 $+525.314 $2.446.329 $+2.446.329 $
SOUTHERN COSO2.704.687 $-185.753 $2.890.440 $+2.890.440 $
FISERV INCFISV917.376 $-1.898.297 $2.815.673 $+2.815.673 $
VERIZON COMMUNICATIONS INCVZ2.309.111 $-303.476 $2.612.587 $+2.612.587 $
CONSOLIDATED EDISON INCED2.538.841 $+119.149 $2.419.692 $+2.419.692 $
HERSHEY COHSY2.404.376 $-97.795 $2.502.171 $+2.502.171 $
DEERE & CODE2.381.709 $+178.352 $2.203.357 $+2.203.357 $
Medtronic plcMDT2.325.752 $+94.758 $2.230.994 $+2.230.994 $
BOEING COBA2.085.580 $-171.551 $2.257.131 $+2.257.131 $
MCKESSON CORPMCK2.208.870 $+71.536 $2.137.334 $+2.137.334 $
Accenture plcACN1.584.578 $-616.639 $2.201.217 $+2.201.217 $
LAM RESEARCH CORPLRCX2.098.362 $+469.029 $1.629.333 $+1.629.333 $
KLA CORPKLAC2.043.938 $+20.065 $2.023.873 $+2.023.873 $
PFIZER INCPFE1.917.262 $-101.098 $2.018.360 $+2.018.360 $
LINDE PLCLIN1.813.323 $-199.732 $2.013.055 $+2.013.055 $
Phillips 66PSX1.900.075 $-101.017 $2.001.092 $+2.001.092 $
BARRICK MINING CORPB1.990.267 $+1.990.267 $
EVERSOURCE ENERGYES1.894.594 $+32.559 $1.862.035 $+1.862.035 $
COLGATE PALMOLIVE COCL1.819.854 $+10.877 $1.808.977 $+1.808.977 $
AT&T INC.T1.597.076 $-199.131 $1.796.207 $+1.796.207 $
UNILEVER PLCUL1.785.192 $+56.910 $1.728.282 $+1.728.282 $
Booking Holdings Inc.BKNG1.495.189 $-260.990 $1.756.179 $+1.756.179 $
Shell plcSHEL1.753.784 $+126.333 $1.627.451 $+1.627.451 $
AMERICAN EXPRESS COAXP1.728.335 $+625.453 $1.102.882 $+1.102.882 $
REALTY INCOME CORPO1.727.080 $+52.726 $1.674.354 $+1.674.354 $
CUMMINS INCCMI1.640.897 $+310.679 $1.330.218 $+1.330.218 $
NUCOR CORPNUE1.514.992 $+276.177 $1.238.815 $+1.238.815 $
ARGENX SEARGX1.514.196 $+232.418 $1.281.778 $+1.281.778 $
Roblox CorpRBLX872.288 $-611.955 $1.484.243 $+1.484.243 $
INTUITIVE SURGICAL INCISRG1.480.510 $+300.694 $1.179.816 $+1.179.816 $
INTEL CORPINTC1.458.811 $+22.337 $1.436.474 $+1.436.474 $
CONOCOPHILLIPSCOP1.323.494 $-73.637 $1.397.131 $+1.397.131 $
MGE ENERGY INCMGEE708.268 $-634.360 $1.342.628 $+1.342.628 $
Walt Disney CoDIS1.237.870 $-74.095 $1.311.965 $+1.311.965 $
UNITED PARCEL SERVICE INCUPS1.288.699 $+300.248 $988.451 $+988.451 $
ALLSTATE CORPALL1.179.837 $-56.714 $1.236.551 $+1.236.551 $
COMCAST CORPCMCSA1.149.274 $-72.746 $1.222.020 $+1.222.020 $
DELTA AIR LINES, INC.DAL1.217.677 $+213.572 $1.004.105 $+1.004.105 $
FEDEX CORPFDX1.190.755 $+657.103 $533.652 $+533.652 $
ENBRIDGE INCENB1.120.289 $-47.699 $1.167.988 $+1.167.988 $
ROYAL BANK OF CANADARY1.150.584 $+67.934 $1.082.650 $+1.082.650 $
TransDigm Group INCTDG1.147.704 $+8.748 $1.138.956 $+1.138.956 $
NICOLET BANKSHARES INCNIC790.782 $-348.103 $1.138.885 $+1.138.885 $
CHART INDUSTRIES INCGTLS1.130.445 $+1.130.445 $
EXELON CORPEXC1.058.001 $-43.668 $1.101.669 $+1.101.669 $
Monster Beverage CorpMNST1.082.312 $+182.348 $899.964 $+899.964 $
TARGET CORPTGT1.028.118 $-33.091 $1.061.209 $+1.061.209 $
Duke Energy CORPDUK1.010.757 $-46.450 $1.057.207 $+1.057.207 $
Parker-Hannifin CorpPH1.023.458 $+178.703 $844.755 $+844.755 $
CELESTICA INCCLS1.009.912 $+322.438 $687.474 $+687.474 $
BP PLCBP963.595 $+206.239 $757.356 $+757.356 $
XCEL ENERGY INCXEL948.436 $-2.041 $950.477 $+950.477 $
SHERWIN WILLIAMS COSHW617.878 $-288.849 $906.727 $+906.727 $
METLIFE INCMET885.870 $+41.361 $844.509 $+844.509 $
Public StoragePSA752.677 $-97.884 $850.561 $+850.561 $
Otter Tail CorpOTTR824.554 $-12.020 $836.574 $+836.574 $
SanofiSNY661.159 $-114.923 $776.082 $+776.082 $
CSX CORPCSX637.424 $-74.950 $712.374 $+712.374 $
WELLTOWER INC.WELL706.066 $+28.883 $677.183 $+677.183 $
ASML HOLDING NVASML703.973 $+110.144 $593.829 $+593.829 $
Strategy IncMSTR316.553 $-382.486 $699.039 $+699.039 $
EXACT SCIENCES CORPEXAS617.990 $+284.908 $333.082 $+333.082 $
PPL CorpPPL561.312 $-49.748 $611.060 $+611.060 $
TORO COTTC587.275 $+18.474 $568.801 $+568.801 $
FS Credit Opportunities Corp.FSCO220.000 $-351.284 $571.284 $+571.284 $
CARPENTER TECHNOLOGY CORPCRS569.287 $+122.913 $446.374 $+446.374 $
AeroVironment IncAVAV563.846 $+319.491 $244.355 $+244.355 $
MERCADOLIBRE INCMELI563.784 $+9.677 $554.107 $+554.107 $
AGNICO EAGLE MINES LTDAEM485.724 $-46.670 $532.394 $+532.394 $
ASTRAZENECA PLCAZN526.852 $+140.476 $386.376 $+386.376 $
DECKERS OUTDOOR CORPDECK367.856 $-155.197 $523.053 $+523.053 $
INCYTE CORPINCY522.887 $+44.645 $478.242 $+478.242 $
GENERAL DYNAMICS CORPGD518.100 $+20.734 $497.366 $+497.366 $
FREEPORT-MCMORAN INCFCX514.634 $+246.347 $268.287 $+268.287 $
Archer-Daniels-Midland CoADM438.418 $-61.492 $499.910 $+499.910 $
PRICE T ROWE GROUP INCTROW464.028 $-29.025 $493.053 $+493.053 $
TORONTO DOMINION BANKTD484.106 $+72.763 $411.343 $+411.343 $
BECTON DICKINSON & COBDX482.484 $+152.940 $329.544 $+329.544 $
Alcoa CorpAA477.564 $+477.564 $
SEMPRASRE455.470 $-8.171 $463.641 $+463.641 $
NVR INCNVR386.517 $-63.424 $449.941 $+449.941 $
CVS HEALTH CorpCVS441.096 $+41.705 $399.391 $+399.391 $
DOMINOS PIZZA INCDPZ398.619 $-15.791 $414.410 $+414.410 $
ANALOG DEVICES INCADI406.640 $+113.735 $292.905 $+292.905 $
GARTNER INCIT254.578 $-144.589 $399.167 $+399.167 $
CARNIVAL CORPCCL395.646 $-2.013 $397.659 $+397.659 $
SAP SESAP370.989 $-26.256 $397.245 $+397.245 $
AFLAC INCAFL386.090 $-10.038 $396.128 $+396.128 $
Trane Technologies plcTT358.071 $-26.011 $384.082 $+384.082 $
ARES CAPITAL CORPARCC368.085 $+30.258 $337.827 $+337.827 $
WELLS FARGO & COMPANY/MNWFC368.000 $+368.000 $
Nebius Group N.V.NBIS350.611 $-17.167 $367.778 $+367.778 $
FORD MOTOR COF324.742 $-32.230 $356.972 $+356.972 $
SYSCO CORPSYY354.354 $+354.354 $
Solventum CorpSOLV348.434 $+29.770 $318.664 $+318.664 $
BROWN & BROWN, INC.BRO266.768 $-67.012 $333.780 $+333.780 $
Synchrony FinancialSYF305.881 $+47.753 $258.128 $+258.128 $
CARDINAL HEALTH INCCAH299.924 $+62.931 $236.993 $+236.993 $
Bank of New York Mellon CorpBK292.406 $+22.975 $269.431 $+269.431 $
TENET HEALTHCARE CORPTHC274.231 $-7.994 $282.225 $+282.225 $
HP INCHPQ220.501 $-56.140 $276.641 $+276.641 $
nVent Electric plcNVT275.380 $+62.027 $213.353 $+213.353 $
URANIUM ENERGY CORPUEC240.408 $-28.446 $268.854 $+268.854 $
Avery Dennison CorpAVY268.385 $+268.385 $
SYNOPSYS INCSNPS236.270 $-23.183 $259.453 $+259.453 $
NEWMARKET CORPNEU203.720 $-49.862 $253.582 $+253.582 $
FIFTH THIRD BANCORPFITB251.540 $+9.785 $241.755 $+241.755 $
PAYCHEX INCPAYX226.178 $-17.423 $243.601 $+243.601 $
Paramount Skydance CorpPSKY194.626 $-47.556 $242.182 $+242.182 $
abrdn Gold ETF TrustSGOL239.873 $+239.873 $
HALLIBURTON COHAL235.723 $+235.723 $
Otis Worldwide CorpOTIS220.216 $-10.833 $231.049 $+231.049 $
BHP Group LtdBHP225.634 $+18.339 $207.295 $+207.295 $
MANULIFE FINANCIAL CORPMFC222.615 $+222.615 $
DTE ENERGY CODTE221.069 $+221.069 $
DARDEN RESTAURANTS INCDRI209.047 $-9.993 $219.040 $+219.040 $
Hess Midstream LPHESM211.118 $-5.239 $216.357 $+216.357 $
GSK plcGSK215.544 $+215.544 $
ALLIANT ENERGY CORPLNT205.565 $-6.779 $212.344 $+212.344 $
CLARIVATE PLCCLVT131.000 $+131.000 $
Immuneering CorpIMRX125.020 $+125.020 $
SEALSQ CorpLAES72.304 $+765 $71.539 $+71.539 $
Rallybio CorpRLYB10.292 $+2.807 $7.485 $+7.485 $
SeaStar Medical Holding CorpICU2.000 $-4.000 $6.000 $+6.000 $
3.979.778.448 $+123.890.954 $3.860.122.155 $+3.860.122.155 $
Erweiterte Einstellungen ×