GREAT VALLEY ADVISOR GROUP, INC.
RIA/Wealth
GREAT VALLEY ADVISOR GROUP, INC. is a RIA/Wealth based in Wilmington, DE led by James J Spinelli, reporting $9.7B in AUM as of Q3 2025 with 69% ETF concentration.
CEOJames J Spinelli
- Portfolio Value
- $5.0B
- Positions
- 915
- Top Holding
- NVDA at 4.12%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in GREAT VALLEY ADVISOR GROUP, INC.'s portfolio (20.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $204.7M | 4.12% | -$89.4K Sold | 0.00% 1.1M shares | |
ETF ETF | $132.3M | 2.66% | +$8.0M Bought | — 1.7M shares | |
ETF ETF | $109.8M | 2.21% | +$10.0M Bought | — 959.4K shares | |
Consumer Electronics Technology | $104.6M | 2.10% | -$191.2K Sold | 0.00% 410.9K shares | |
ETF ETF | $104.0M | 2.09% | +$1.8M Bought | — 1.2M shares | |
ETF ETF | $93.4M | 1.88% | +$10.8M Bought | — 1.0M shares | |
Software - Infrastructure Technology | $79.5M | 1.60% | +$1.4M Bought | 0.00% 153.4K shares | |
ETF ETF | $73.7M | 1.48% | +$14.0M Bought | — 2.7M shares | |
Unknown Unknown | $68.0M | 1.37% | +$3.2M Bought | — 889.7K shares | |
Specialty Retail Consumer Cyclical | $66.4M | 1.34% | -$41.7K Sold | 0.00% 302.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in GREAT VALLEY ADVISOR GROUP, INC.'s latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for GREAT VALLEY ADVISOR GROUP, INC.
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