Notify me when US FINANCIAL ADVISORS, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| GREAT VALLEY ADVISOR GROUP, INC. | $5,204,190,958 | Wilmington, DE | 028-19465 |
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | $0 | 13F-NT | 18 Feb 2026, 21:21 | |||||
| Q3 2025 | $0 | 13F-NT | 14 Nov 2025, 16:49 | |||||
| Q1 2025 | 97 | $338,350,453 | +$22,982,931 | -$4,005,646 | +$18,977,285 | IWB, IVV, EFA, SPTI, VO | 13F-HR | 08 May 2025, 15:30 |
| Q4 2024 | 89 | $325,182,635 | +$10,605,602 | -$1,911,469 | +$8,694,133 | IWB, IVV, EFA, VO, SPTI | 13F-HR | 13 Feb 2025, 20:08 |
| Q3 2024 | 88 | $321,135,681 | +$9,494,763 | -$3,181,861 | +$6,312,902 | IWB, IVV, EFA, VO, SPTI | 13F-HR | 31 Oct 2024, 14:06 |
| Q2 2024 | 84 | $298,237,946 | +$36,422,041 | -$27,631,881 | +$8,790,160 | IWB, IVV, EFA, VO, SPTI | 13F-HR | 01 Aug 2024, 18:10 |
| Q1 2024 | 81 | $288,770,055 | +$7,515,476 | -$2,635,229 | +$4,880,247 | IWB, IVV, EFA, VB, MOAT | 13F-HR | 13 May 2024, 12:17 |
| Q4 2023 | 72 | $268,360,875 | +$9,979,154 | -$3,156,625 | +$6,822,529 | IWB, IVV, EFA, VB, MOAT | 13F-HR | 07 Feb 2024, 17:31 |
| Q3 2023 | 71 | $240,651,764 | +$25,525,668 | -$11,572,195 | +$13,953,473 | IWB, IVV, EFA, VB, MOAT | 13F-HR | 09 Nov 2023, 18:47 |
| Q2 2023 | 70 | $235,241,682 | +$16,783,178 | -$14,160,238 | +$2,622,940 | IWB, IVV, SPTI, EFA, VB | 13F-HR | 09 Aug 2023, 18:38 |
| Q1 2023 | 70 | $224,201,565 | +$23,720,175 | -$9,704,618 | +$14,015,557 | IVV, IWB, SPTI, EFA, BIL | 13F-HR | 04 May 2023, 10:13 |
| Q4 2022 | 69 | $199,255,288 | +$32,566,325 | -$22,413,361 | +$10,152,964 | IWB, IVV, SPTI, EFA, VB | 13F-HR | 26 Jan 2023, 10:12 |
| Q3 2022 | 64 | $178,532,000 | +$14,963,536 | -$5,463,066 | +$9,500,470 | IWB, IVV, EFA, VB, IEI | 13F-HR | 13 Oct 2022, 13:42 |
| Q2 2022 | 63 | $178,053,000 | +$6,984,959 | -$10,829,940 | -$3,844,981 | IWB, IVV, EFA, VB, MOAT | 13F-HR | 15 Aug 2022, 09:26 |
| Q1 2022 | 72 | $207,914,000 | +$11,991,903 | -$13,124,131 | -$1,132,228 | IWB, IVV, EFA, IWF, VB | 13F-HR | 13 May 2022, 14:42 |
| Q4 2021 | 78 | $219,569,000 | +$11,715,458 | -$3,570,487 | +$8,144,971 | IWB, IVV, EFA, MOAT, VB | 13F-HR | 14 Feb 2022, 15:41 |
| Q3 2021 | 69 | $201,978,000 | +$2,398,336 | -$4,085,733 | -$1,687,397 | IWB, IVV, EFA, MOAT, VB | 13F-HR | 26 Oct 2021, 16:12 |
| Q2 2021 | 77 | $204,983,000 | +$1,251,187 | -$171,506,353 | -$170,255,166 | IWB, IVV, EFA, MOAT, VB | 13F-HR | 10 Aug 2021, 11:14 |
| Q1 2021 | 143 | $360,207,000 | +$40,117,147 | -$24,095,919 | +$16,021,228 | IWB, IVV, EFA, VB, SPY | 13F-HR | 30 Apr 2021, 10:17 |
| Q4 2020 | 130 | $331,559,000 | $0 | $0 | $0 | IWB, IVV, EFA, VB, SPY | 13F-HR | 18 Feb 2021, 10:55 |
| Q2 2016 | 47 | $49,804,000 | +$6,484 | -$7,601,000 | -$7,594,516 | VO, VB, VFH, VAW, IYJ | 13F-HR | 12 Aug 2016, 11:38 |
| Q1 2016 | 464 | $57,399,000 | +$29,903,258 | -$79,637,632 | -$49,734,374 | VO, VB, VFH, VAW, IYJ | 13F-HR | 05 May 2016, 15:56 |
| Q4 2015 | 602 | $105,288,000 | +$47,209,842 | -$4,118,301 | +$43,091,541 | XLP, XLF, VO, XLI, IYZ | 13F-HR | 16 Feb 2016, 09:35 |
| Q3 2015 | 552 | $60,066,000 | +$9,244,642 | -$47,364,366 | -$38,119,724 | XLU, XLF, IYZ, VO, HDV | 13F-HR | 13 Nov 2015, 12:08 |
| Q2 2015 | 524 | $105,927,000 | +$3,318,966 | -$5,631,109 | -$2,312,143 | XLP, XLY, XLF, XLV, IYW | Restatement | 20 Aug 2015, 15:47 |
| Q1 2015 | 365 | $110,053,000 | +$9,357,452 | -$12,205,951 | -$2,848,499 | XLP, XLY, XLF, XLU, VO | Restatement | 18 May 2015, 10:35 |
| Q4 2014 | 340 | $111,935,000 | $0 | $0 | $0 | XLP, XLF, XLU, XLY, XLI | Restatement | 18 May 2015, 10:32 |