Long-term investor
Great Valley Advisor Group, Inc. @greatvalleyadvisorgroupi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001769897).
Record
- Tracked since 2025-12-31 (257 days), 22 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.5%
- Max drawdown n/a · win rate 6% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 3.6% · long · since 2025-12-31
- SPYM · 2.3% · long · since 2025-12-31
- DLN · 2.2% · long · since 2025-12-31
- AAPL · 2.0% · long · since 2025-12-31
- QGRO · 1.9% · long · since 2025-12-31
- IDMO · 1.5% · long · since 2025-12-31
- BOND · 1.4% · long · since 2025-12-31
- VFLO · 1.4% · long · since 2025-12-31
- AVEM · 1.4% · long · since 2025-12-31
- AMZN · 1.3% · long · since 2025-12-31
- CGMS · 1.2% · long · since 2025-12-31
- JIRE · 1.1% · long · since 2025-12-31