Great Valley Advisor Group, Inc. Purchases in Q4 2024

Great Valley Advisor Group, Inc.

  • $4.07 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IXUS
Ishares Tr

ETFs
977
+ 1.2%
$65.95 - $72.56 $64.4K - $70.9K
82.6K $5.46M
UBER
Uber Technologies, Inc

Technology
3.22K
+ 7.22%
$59.93 - $86.34 $193K - $278K
47.8K $2.89M
IEFA
Ishares Tr

ETFs
1.78K
+ 2.18%
$70.06 - $77.43 $125K - $138K
83.5K $5.87M
NOC
Northrop Grumman Corp

Industrials
882
+ 5.52%
$466.52 - $543.88 $411K - $480K
16.9K $7.91M
MCD
Mcdonalds Corp

Consumer Cyclical
1.18K
+ 1.94%
$288.47 - $316.54 $342K - $375K
62.3K $18.1M
O
Realty Income Corp

Real Estate
4.38K
+ 5.58%
$51.76 - $64.71 $227K - $284K
82.9K $4.43M
STZ
Constellation Brands, Inc.

Consumer Defensive
907
+ 4.37%
$219.66 - $257.62 $199K - $234K
21.7K $4.79M
EFA
Ishares Tr Msci Eafe ETF

ETFs
292
+ 0.38%
$75.1 - $82.99 $21.9K - $24.2K
76.2K $5.76M
XOM
Exxon Mobil Corp

Energy
1.51K
+ 1.84%
$105.51 - $125.37 $160K - $190K
83.6K $8.99M
DHI
Horton D R Inc

Consumer Cyclical
3.23K
+ 14.3%
$137.24 - $194.56 $443K - $628K
25.8K $3.61M
AMGN
Amgen Inc

Healthcare
1.44K
+ 8.06%
$258.78 - $328.31 $373K - $474K
19.4K $5.04M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.54K
+ 1.8%
$96.64 - $101.23 $535K - $561K
313K $30.3M
AMAT
Applied Materials Inc

Technology
2.19K
+ 7.4%
$161.44 - $213.89 $354K - $468K
31.8K $5.17M
MRK
Merck & Co., Inc.

Healthcare
6.11K
+ 5.95%
$96.31 - $114.76 $589K - $701K
109K $10.8M
VEA
Vanguard Ftse Developed Market

ETFs
6.14K
+ 2.68%
$47.57 - $52.44 $292K - $322K
236K $11.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
486
+ 4.18%
$501.29 - $612.85 $244K - $298K
12.1K $6.3M
MDLZ
Mondelez International, Inc.

Consumer Defensive
19K
+ 12.18%
$59.25 - $72.99 $1.13M - $1.39M
175K $10.5M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
209K
+ 96.05%
$18.41 - $40.87 $3.85M - $8.55M
427K $7.9M
NEE
Nextera Energy Inc

Utilities
10.7K
+ 7.51%
$69.77 - $85.43 $747K - $915K
153K $11M
ADBE
Adobe Inc.

Technology
586
+ 2.98%
$437.39 - $552.96 $256K - $324K
20.2K $9M
PEP
Pepsico Inc

Consumer Defensive
4.43K
+ 4.2%
$151.29 - $176.1 $670K - $780K
110K $16.7M
AMT
American Tower Corp

Real Estate
3.13K
+ 8.27%
$179.4 - $232.01 $562K - $726K
41K $7.52M
LLY
Eli Lilly & CO

Healthcare
1.66K
+ 7.2%
$727.2 - $932.06 $1.21M - $1.55M
24.8K $19.1M
ABBV
Abb Vie Inc.

Healthcare
1.25K
+ 1.51%
$164.99 - $203.87 $207K - $256K
84.1K $14.9M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
442K
+ 166.35%
$22.01 - $66.82 $9.72M - $29.5M
707K $16.1M
LMT
Lockheed Martin Corp

Industrials
2.21K
+ 6.01%
$479.66 - $614.62 $1.06M - $1.36M
38.9K $18.9M
Activity Summary
Buys All Purchases 477 New Holdings 60 Increased Positions 417 Sells All Sells 322 Reductions 322 Sold out 0 Options Calls 0 Puts 0
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