StockDriftsStockDriftsTop 50 Great Valley Advisor Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 3.52% | 1.11M | $193.5M | +2.70%(+29.17K) | $28.15(+592.19%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 2.34% | 1.68M | $128.8M | -0.28%(-4.68K) | $58.59(+49.63%) | 2026-03-31 | |
| DLN | WISDOMTREE TR | 2.19% | 1.35M | $120.3M | +4.38%(+56.53K) | $67.36(+44.22%) | 2026-03-31 | |
| QGRO | AMERICAN CENTY ETF TR | 2.1% | 1.10M | $115.5M | +6.20%(+64.25K) | $78.80(+47.53%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.97% | 427.0K | $108.4M | +2.88%(+11.97K) | $116.16(+165.70%) | 2026-03-31 | |
| BOND | PIMCO ETF TR | 1.6% | 956.1K | $88.2M | -14.31%(-159.73K) | $92.41(-0.67%) | 2026-03-31 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 1.39% | 1.39M | $76.3M | +6.02%(+79.02K) | $49.74(+20.97%) | 2026-03-31 | |
| GLDM | WORLD GOLD TR | 1.38% | 817.3K | $75.8M | +1.48%(+11.95K) | $43.27(+88.43%) | 2026-03-31 | |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 1.35% | 2.74M | $74.6M | -9.47%(-286.37K) | $27.49(-0.41%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 1.29% | 884.3K | $71.3M | +2.13%(+18.43K) | $58.92(+56.88%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.79% | +59.31% |
| Top 20 Holdings Unweighted | +15.73% | +55.00% |
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