Great Valley Advisor Group, Inc. Purchases in Q3 2024

Great Valley Advisor Group, Inc.

  • $3.84 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
370K
+ 281.58%
$50.52 - $50.95 $18.7M - $18.9M
502K $25.5M
SPTL
Spdr Portfolio Long Term Treas

ETFs
520K
+ 27.36%
$26.69 - $29.87 $13.9M - $15.5M
2.42M $70.3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
311K
+ 60.07%
$50.25 - $50.74 $15.6M - $15.8M
829K $42.1M
SPMD
Spdr Portfolio

ETFs
184K
+ 17.35%
$50.29 - $54.92 $9.28M - $10.1M
1.25M $68.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
99.2K
+ 146.93%
$113.41 - $125.62 $11.2M - $12.5M
167K $20.9M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
102K
+ 12.91%
$71.86 - $78.56 $7.3M - $7.98M
888K $69.8M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
143K
+ 12.51%
$41.02 - $46.01 $5.85M - $6.56M
1.28M $58.4M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
128K
+ 23.86%
$60.25 - $66.85 $7.68M - $8.53M
662K $43.7M
VCIT
Vanguard Intermediate Term Cor

ETFs
42.3K
+ 3.04%
$79.29 - $84.02 $3.36M - $3.56M
1.44M $120M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
46.3K
+ 5.88%
$80.24 - $91.14 $3.71M - $4.22M
833K $75.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
97.8K
+ 23.42%
$48.51 - $52.86 $4.74M - $5.17M
515K $27.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
55.4K
+ 21.97%
$96.25 - $101.98 $5.33M - $5.65M
308K $31.1M
LVHI
Franklin International Low Vol

ETFs
170K
+ 20.22%
$28.72 - $31.28 $4.88M - $5.31M
1.01M $31.4M
MCD
Mcdonalds Corp

Consumer Cyclical
12.9K
+ 26.79%
$245.82 - $304.51 $3.18M - $3.93M
61.1K $18.6M
JNJ
Johnson & Johnson

Healthcare
22.4K
+ 20.42%
$145.48 - $167.38 $3.26M - $3.75M
132K $21.4M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
130K
+ 7.15%
$24.86 - $26.33 $3.23M - $3.43M
1.95M $51M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
96.7K
+ 119.15%
$49.7 - $56.11 $4.8M - $5.42M
178K $9.76M
META
Meta Platforms, Inc.

Communication Services
4.64K
+ 12.73%
$453.41 - $572.44 $2.1M - $2.65M
41.1K $23.5M
WMT
Walmart Inc.

Consumer Defensive
29.7K
+ 15.85%
$66.91 - $81.4 $1.99M - $2.42M
217K $17.5M
MDLZ
Mondelez International, Inc.

Consumer Defensive
52.2K
+ 50.18%
$64.35 - $75.71 $3.36M - $3.95M
156K $11.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.11K
+ 11.49%
$475.2 - $527.7 $2.9M - $3.22M
59.3K $31.3M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
76.7K
New
$59.61 - $60.15 $4.57M - $4.61M
76.7K $4.59M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
25.6K
+ 86.17%
$141.31 - $161.48 $3.62M - $4.14M
55.4K $8.92M
PEP
Pepsico Inc

Consumer Defensive
23.4K
+ 28.53%
$161.9 - $179.3 $3.79M - $4.2M
105K $17.9M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
83K
+ 28.51%
$50.61 - $50.96 $4.2M - $4.23M
374K $19M
VTV
Vanguard Value ETF

ETFs
12.9K
+ 9.93%
$159.75 - $174.57 $2.07M - $2.26M
143K $25M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
29.7K
+ 12.97%
$77.02 - $85.06 $2.29M - $2.53M
259K $21.9M
ACWI
Ishares Msci Acwi ETF

ETFs
10.7K
+ 2.79%
$107.24 - $119.84 $1.15M - $1.28M
394K $47.1M
HSY
Hershey CO

Consumer Defensive
18.5K
+ 49.86%
$182.45 - $203.25 $3.38M - $3.76M
55.6K $10.7M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
50.3K
+ 10.61%
$74.82 - $74.82 $3.77M - $3.77M
525K $39.3M
GD
General Dynamics Corp

Industrials
12.5K
+ 1123.45%
$279.51 - $308.09 $3.49M - $3.85M
13.6K $4.11M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.85K
+ 14.4%
$517.38 - $573.86 $2.51M - $2.79M
38.6K $22.1M
FTCS
First Trust Capital Strength E

ETFs
32.5K
+ 29.58%
$83.58 - $90.94 $2.71M - $2.95M
142K $12.9M
CRM
Salesforce, Inc.

Technology
9.64K
+ 16.55%
$238.42 - $276.53 $2.3M - $2.67M
67.9K $18.6M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
80.4K
+ 114.95%
$37.98 - $41.19 $3.06M - $3.31M
150K $6.2M
WEC
Wec Energy Group, Inc.

Utilities
34.3K
+ 431.1%
$77.68 - $96.19 $2.66M - $3.3M
42.2K $4.06M
MUB
Ishares National Muni Bond ETF

ETFs
26.9K
+ 10.78%
$106.13 - $108.7 $2.85M - $2.92M
276K $30M
OMFL
Invesco Exchange Traded Self I

ETFs
64.5K
+ 490.32%
$47.65 - $52.99 $3.07M - $3.42M
77.7K $4.12M
UNH
Unitedhealth Group Inc

Healthcare
555
+ 1.37%
$488.01 - $604.18 $271K - $335K
41K $23.9M
AMGN
Amgen Inc

Healthcare
10.1K
+ 130.42%
$309.38 - $337.38 $3.14M - $3.42M
17.9K $5.77M
ED
Consolidated Edison Inc

Utilities
30.5K
+ 300.83%
$88.42 - $104.97 $2.69M - $3.2M
40.6K $4.22M
JPM
Jpmorgan Chase & CO

Financial Services
10.2K
+ 7.46%
$194.9 - $224.8 $1.99M - $2.29M
147K $31M
SJM
J M Smucker CO

Consumer Defensive
27K
New
$109.12 - $122.4 $2.94M - $3.3M
27K $3.27M
GIS
General Mills Inc

Consumer Defensive
42.8K
+ 517.33%
$62.5 - $75.15 $2.68M - $3.22M
51.1K $3.77M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.44K
+ 0.72%
$60.84 - $67.51 $331K - $368K
765K $51.7M
VSDA
Victory Portfolios Ii Victorys

ETFs
26.1K
+ 7.73%
$47.88 - $53.13 $1.25M - $1.39M
364K $19.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.23K
+ 2.75%
$405.19 - $478.57 $498K - $589K
46K $21.2M
ADBE
Adobe Inc.

Technology
6.64K
+ 51.02%
$508.13 - $586.55 $3.37M - $3.89M
19.6K $10.2M
IAK
Ishares Tr

ETFs
22.8K
New
$112.0 - $130.47 $2.55M - $2.97M
22.8K $2.94M
Activity Summary
Buys All Purchases 553 New Holdings 75 Increased Positions 478 Sells All Sells 239 Reductions 239 Sold out 0 Options Calls 0 Puts 0
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