Great Valley Advisor Group, Inc. Purchases in Q2 2025

Great Valley Advisor Group, Inc.

  • $4.08 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BOND
Pimco Active Bond Exchange Tra

ETFs
885K
New
$89.87 - $92.93 $79.6M - $82.3M
885K $81.6M
CGGR
Capital Group Growth ETF Shs C

ETFs
1M
+ 1086.15%
$30.53 - $40.65 $30.6M - $40.7M
1.09M $44.5M
CORP
Pimco Investment Grade Corp Bd

ETFs
389K
New
$94.14 - $97.31 $36.6M - $37.8M
389K $37.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
294K
+ 22.69%
$58.41 - $72.69 $17.1M - $21.3M
1.59M $115M
MINO
Pimco ETF Tr Municipal Income

ETFs
415K
New
$43.42 - $45.15 $18M - $18.7M
415K $18.3M
FNDF
Schwab Fundamental Intl Large

ETFs
424K
+ 4932.5%
$32.25 - $40.02 $13.7M - $17M
433K $17.3M
SLV
I Shares Silver Trust

ETFs
484K
+ 1133.46%
$27.08 - $33.74 $13.1M - $16.3M
527K $17.3M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
113K
+ 378.25%
$111.3 - $134.5 $12.6M - $15.3M
143K $19.3M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
270K
+ 104.59%
$47.46 - $55.3 $12.8M - $14.9M
527K $29.1M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
139K
+ 13.42%
$70.7 - $82.14 $9.83M - $11.4M
1.17M $96.5M
AVEM
American Centy ETF Tr Avantis

ETFs
75.1K
+ 9.99%
$53.08 - $68.54 $3.99M - $5.15M
827K $56.7M
JMEE
J P Morgan Exchange Traded Fd

ETFs
155K
+ 22.45%
$49.07 - $59.23 $7.61M - $9.18M
846K $50.1M
AVGO
Broadcom Inc.

Technology
1.55K
+ 1.77%
$146.29 - $275.65 $227K - $428K
89.3K $24.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
168K
+ 118.93%
$51.14 - $57.0 $8.58M - $9.56M
309K $17.5M
XLK
Technology Sector Spdr

ETFs
26.9K
+ 46.95%
$179.73 - $253.23 $4.83M - $6.81M
84.2K $21.3M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
122K
+ 21.47%
$56.84 - $65.5 $6.93M - $7.98M
690K $45.2M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
64.7K
+ 10.1%
$56.88 - $70.77 $3.68M - $4.58M
705K $49.9M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
152K
New
$43.53 - $54.46 $6.61M - $8.27M
152K $8.27M
XSMO
Invesco S&P Smallcap Momentum

ETFs
120K
New
$55.15 - $68.11 $6.62M - $8.17M
120K $8.16M
IEF
Ishares Barclays

ETFs
79.6K
+ 106.78%
$93.15 - $96.56 $7.42M - $7.69M
154K $14.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.43K
+ 5.52%
$416.06 - $551.64 $1.43M - $1.89M
65.5K $36.2M
FNDX
Schwab Fundamental U S Large C

ETFs
257K
+ 36.15%
$20.84 - $24.54 $5.35M - $6.3M
967K $23.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
27.4K
+ 275.95%
$141.37 - $228.57 $3.87M - $6.25M
37.3K $8.44M
CGDV
Capital Group Divid Value ETF

ETFs
140K
+ 53.56%
$31.93 - $39.49 $4.46M - $5.51M
400K $15.8M
BBUS
J P Morgan Exchg Traded Fd

ETFs
54.3K
+ 268.74%
$89.63 - $111.92 $4.87M - $6.08M
74.5K $8.34M
SPYG
Spdr Portfolio

ETFs
19.9K
+ 6.86%
$71.83 - $95.32 $1.43M - $1.89M
310K $29.5M
LVHI
Franklin International Low Vol

ETFs
168K
+ 13.59%
$28.91 - $33.28 $4.87M - $5.6M
1.41M $45.8M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
81.3K
+ 24.47%
$36.01 - $45.69 $2.93M - $3.71M
413K $18.9M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
58.5K
New
$89.58 - $95.01 $5.24M - $5.55M
58.5K $5.55M
VSMV
Victoryshares Us Multifactor M

ETFs
104K
+ 31.27%
$43.7 - $49.3 $4.54M - $5.13M
437K $21.5M
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
98K
New
$52.26 - $53.83 $5.12M - $5.28M
98K $5.22M
NFLX
Netflix Inc

Communication Services
377
+ 3.26%
$855.86 - $1339.13 $323K - $505K
12K $16M
VTI
Vanguard Total Stock Market Et

ETFs
8.38K
+ 9.33%
$243.75 - $303.93 $2.04M - $2.55M
98.2K $29.8M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
75.9K
+ 7.7%
$35.35 - $42.68 $2.68M - $3.24M
1.06M $45.2M
QCOM
Qualcomm Inc

Technology
29.2K
+ 84.98%
$124.66 - $159.48 $3.64M - $4.66M
63.6K $10.1M
NVS
Novartis Ag

Healthcare
37.4K
+ 256.49%
$101.96 - $121.01 $3.82M - $4.53M
52K $6.3M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
64.5K
+ 15.21%
$45.88 - $54.4 $2.96M - $3.51M
489K $26.6M
VNLA
Janus Henderson Short Duration

ETFs
92.4K
+ 59.71%
$48.74 - $49.2 $4.5M - $4.55M
247K $12.2M
HGER
Harbor ETF Tr All Weather Infl
184K
New
$22.13 - $25.39 $4.07M - $4.67M
184K $4.47M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
12.8K
+ 2.41%
$39.69 - $51.24 $506K - $654K
542K $27.8M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
54.5K
+ 164.35%
$77.74 - $78.78 $4.24M - $4.29M
87.7K $6.9M
UNP
Union Pacific Corp

Industrials
18.2K
+ 135.03%
$208.27 - $238.46 $3.78M - $4.33M
31.6K $7.27M
AVUV
American Centy ETF Tr Avantis

ETFs
36.6K
+ 25.85%
$75.17 - $91.21 $2.75M - $3.34M
178K $16.2M
PSC
Principal ETF U.S. Small Cap M

ETFs
71.9K
New
$43.14 - $53.28 $3.1M - $3.83M
71.9K $3.83M
ITOT
Ishares Core S&P Total U.S. St

ETFs
10.1K
+ 5.98%
$108.12 - $135.04 $1.09M - $1.37M
179K $24.2M
DGS
Wisdomtree Emerging Markets Sm

ETFs
22.5K
+ 8.75%
$43.34 - $55.24 $976K - $1.24M
280K $15.5M
JHMB
John Hancock Exchange Traded

ETFs
134K
New
$21.45 - $22.26 $2.87M - $2.97M
134K $2.92M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
40.7K
+ 8.3%
$44.42 - $51.46 $1.81M - $2.09M
531K $27.2M
IBND
Spdr Bloomberg International C

ETFs
83.3K
New
$29.46 - $32.59 $2.45M - $2.72M
83.3K $2.72M
Activity Summary
Buys All Purchases 403 New Holdings 85 Increased Positions 318 Sells All Sells 453 Reductions 453 Sold out 0 Options Calls 0 Puts 0
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