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
MS
Morgan Stanley

Financial Services
9.51K
+ 19.75%
$99.83 - $140.86 $949K - $1.34M
57.7K $8.12M
VSDA
Victory Portfolios Ii Victorys

ETFs
43.7K
+ 4.22%
$46.15 - $51.89 $2.02M - $2.27M
1.08M $56M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
30.3K
+ 5.89%
$45.11 - $52.34 $1.37M - $1.59M
545K $28.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
487
+ 1.35%
$456.74 - $568.03 $222K - $277K
36.6K $20.8M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
26K
+ 13.89%
$75.05 - $77.34 $1.95M - $2.01M
214K $16.5M
PLTR
Palantir Technologies Inc.

Technology
1.07K
+ 2.95%
$74.01 - $144.25 $79.5K - $155K
37.5K $5.12M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
39.7K
New
$49.18 - $50.17 $1.95M - $1.99M
39.7K $1.99M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
37.2K
+ 52.07%
$53.27 - $54.27 $1.98M - $2.02M
109K $5.84M
CGUS
Capital Group Core Equity ETF
37.8K
+ 24.09%
$29.93 - $36.93 $1.13M - $1.4M
195K $7.2M
IDEV
Ishares Core Msci Intl Develop

ETFs
21.2K
+ 49.86%
$61.79 - $76.67 $1.31M - $1.63M
63.8K $4.85M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
19.5K
New
$94.78 - $95.97 $1.85M - $1.87M
19.5K $1.87M
CRWD
Crowd Strike Holdings, Inc.

Technology
53
+ 0.47%
$321.63 - $509.31 $17K - $27K
11.4K $5.8M
FSLR
First Solar, Inc.

Technology
10.6K
New
$120.38 - $192.98 $1.27M - $2.04M
10.6K $1.75M
COIN
Coinbase Global, Inc.

Technology
987
+ 12.56%
$151.47 - $375.07 $150K - $370K
8.84K $3.1M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
19.9K
+ 41.57%
$82.21 - $83.12 $1.64M - $1.66M
67.8K $5.62M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
10K
+ 5.05%
$71.28 - $83.74 $714K - $838K
208K $17.4M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
30.2K
+ 454.64%
$42.56 - $50.32 $1.29M - $1.52M
36.9K $1.86M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
15K
+ 9.31%
$51.16 - $62.02 $769K - $932K
176K $10.9M
RDVY
First Trust Rising Dividend Ac

ETFs
21.3K
+ 54.61%
$51.6 - $62.74 $1.1M - $1.34M
60.4K $3.79M
FIVA
Fidelity Covington Tr

ETFs
48.4K
New
$23.66 - $29.55 $1.14M - $1.43M
48.4K $1.42M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
14.2K
+ 30.76%
$60.34 - $74.89 $857K - $1.06M
60.4K $4.52M
CVNA
Carvana Co.

Consumer Cyclical
15
+ 0.14%
$162.57 - $345.64 $2.44K - $5.18K
10.6K $3.56M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
4.23K
+ 16.05%
$113.67 - $150.4 $481K - $636K
30.6K $4.6M
PPA
Invesco Exchange Traded Fd Tr

ETFs
4.74K
+ 22.35%
$105.2 - $141.69 $499K - $672K
26K $3.68M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
27.8K
New
$36.05 - $40.34 $1M - $1.12M
27.8K $1.12M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.13K
+ 1.78%
$32.66 - $40.75 $135K - $168K
237K $9.59M
GTLS
Chart Industries Inc

Industrials
6.75K
New
$115.08 - $175.5 $777K - $1.18M
6.75K $1.11M
SBUX
Starbucks Corp

Consumer Cyclical
13.1K
+ 82.9%
$79.69 - $99.41 $1.05M - $1.31M
29K $2.66M
IAU
Ishares Gold Trust

ETFs
14K
+ 21.08%
$56.1 - $64.74 $784K - $905K
80.3K $5.01M
FLS
Flowserve Corp

Industrials
20.5K
New
$39.49 - $53.64 $810K - $1.1M
20.5K $1.07M
ETN
Eaton Corp PLC

Industrials
875
+ 10.6%
$246.52 - $356.99 $216K - $312K
9.13K $3.26M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
9.12K
New
$91.62 - $109.97 $835K - $1M
9.12K $1M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
28.8K
+ 3.31%
$28.21 - $28.85 $814K - $832K
900K $25.9M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.56K
+ 3.84%
$82.32 - $112.47 $129K - $176K
42.2K $4.75M
DUHP
Dimensional ETF Tr Dimensional

ETFs
25.9K
+ 157.22%
$29.36 - $35.56 $760K - $920K
42.3K $1.51M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.41K
+ 9.66%
$272.36 - $339.57 $384K - $479K
16K $5.44M
STRL
Sterling Construction CO Inc

Industrials
969
+ 15.72%
$104.96 - $231.51 $102K - $224K
7.13K $1.65M
CGXU
Capital Group Intl Focus Equit

ETFs
31.8K
+ 114.45%
$21.44 - $27.35 $682K - $871K
59.6K $1.62M
IHDG
Wisdomtree Tr

ETFs
18.7K
+ 41.55%
$38.54 - $46.0 $721K - $860K
63.7K $2.87M
CEG
Constellation Energy Corp

Utilities
239
+ 3.47%
$170.96 - $322.76 $40.9K - $77.1K
7.13K $2.3M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
8.3K
+ 33.23%
$81.46 - $94.63 $676K - $786K
33.3K $3.15M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
28.2K
+ 14.55%
$25.27 - $27.14 $713K - $766K
222K $6.03M
BX
Blackstone Inc.

Financial Services
3.87K
+ 16.03%
$120.07 - $151.11 $464K - $584K
28K $4.19M
GNMA
Ishares Gnma Bond ETF

ETFs
18K
+ 79.93%
$42.91 - $44.21 $770K - $794K
40.4K $1.78M
OTTR
Otter Tail Corp

Utilities
10.2K
New
$74.62 - $81.76 $761K - $834K
10.2K $786K
SUB
Ishares Short Term National Mu

ETFs
6.96K
+ 41.35%
$104.77 - $106.34 $729K - $740K
23.8K $2.53M
JPIE
J P Morgan Exchange Traded Fd
16.1K
New
$45.12 - $46.32 $726K - $745K
16.1K $745K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.86K
+ 0.98%
$34.72 - $42.74 $64.6K - $79.5K
193K $8.23M
DFSV
Dimensional ETF Tr Dimensional

ETFs
23.6K
+ 127.45%
$24.21 - $29.47 $571K - $695K
42.1K $1.24M
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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