Great Valley Advisor Group, Inc. Purchases in Q1 2025

Great Valley Advisor Group, Inc.

  • $4.13 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
9.62K
+ 710.26%
$192.82 - $222.1 $1.86M - $2.14M
11K $2.12M
PRF
Invesco Exchange Traded Fd Tr

ETFs
43.6K
+ 94.26%
$39.4 - $42.61 $1.72M - $1.86M
89.9K $3.63M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
38.3K
+ 17.46%
$53.6 - $58.97 $2.05M - $2.26M
258K $14.1M
SRLN
Ssga Active Trust

ETFs
41.8K
+ 165.38%
$41.02 - $41.99 $1.72M - $1.76M
67.1K $2.76M
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
72.7K
New
$22.19 - $22.84 $1.61M - $1.66M
72.7K $1.63M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
32.1K
+ 7.0%
$48.29 - $51.95 $1.55M - $1.67M
490K $24.3M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
58.8K
New
$26.06 - $28.54 $1.53M - $1.68M
58.8K $1.54M
HYLB
Xtrackers Usd High Yield Corp

ETFs
42.1K
New
$35.96 - $36.72 $1.52M - $1.55M
42.1K $1.52M
IEF
Ishares Barclays

ETFs
13.8K
+ 22.66%
$91.17 - $95.39 $1.26M - $1.31M
74.6K $7.11M
FDL
First Tr Morningstar Dividend

ETFs
32.3K
+ 514.37%
$39.69 - $43.83 $1.28M - $1.41M
38.6K $1.67M
PHYS
Sprott Physical Gold Trust

Financial Services
39K
+ 34.01%
$20.25 - $24.06 $790K - $938K
154K $3.7M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
25K
+ 12.04%
$33.84 - $37.77 $847K - $945K
233K $8.47M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
18.2K
+ 488.15%
$73.11 - $77.43 $1.33M - $1.41M
21.9K $1.66M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
19.8K
New
$66.3 - $74.17 $1.31M - $1.47M
19.8K $1.38M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
28.2K
+ 408.49%
$44.41 - $45.98 $1.25M - $1.3M
35.1K $1.6M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
57.5K
+ 15.68%
$51.45 - $58.51 $2.96M - $3.36M
424K $22M
COST
Costco Wholesale Corp

Consumer Defensive
722
+ 4.35%
$890.62 - $1076.86 $643K - $777K
17.3K $16.4M
VTV
Vanguard Value ETF

ETFs
3.88K
+ 2.65%
$167.73 - $179.21 $651K - $695K
150K $25.9M
CRWD
Crowd Strike Holdings, Inc.

Technology
3.01K
+ 36.08%
$308.86 - $455.36 $928K - $1.37M
11.3K $4M
MO
Altria Group, Inc.

Consumer Defensive
111
+ 0.08%
$50.81 - $60.02 $5.64K - $6.66K
147K $8.84M
BND
Vanguard Bd Index Fd Inc Total

ETFs
14.2K
+ 26.87%
$71.17 - $73.66 $1.01M - $1.05M
67.2K $4.94M
IDEV
Ishares Core Msci Intl Develop

ETFs
14K
+ 49.12%
$63.77 - $71.36 $894K - $1M
42.5K $2.93M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
17.3K
+ 59.66%
$67.03 - $74.61 $1.16M - $1.29M
46.2K $3.14M
HDV
Ishares Core High Dividend ETF

ETFs
8.3K
New
$110.86 - $121.12 $920K - $1.01M
8.3K $1.01M
VRT
Vertiv Holdings CO

Industrials
11.4K
+ 39.53%
N/A
40.1K $3.48M
TIP
Ishares Tr Tips Bd ETF

ETFs
6.29K
+ 10.99%
$106.22 - $111.09 $668K - $699K
63.5K $7.05M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
17.6K
New
$51.3 - $56.76 $902K - $998K
17.6K $931K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
23.8K
+ 37.36%
$36.63 - $37.45 $873K - $893K
87.6K $3.23M
VEA
Vanguard Ftse Developed Market

ETFs
3.31K
+ 1.41%
$47.4 - $52.99 $157K - $176K
239K $12.1M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
25.2K
+ 295.39%
$31.42 - $34.87 $793K - $880K
33.8K $1.14M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
11.8K
+ 22.14%
$211.47 - $267.17 $2.5M - $3.16M
65.3K $13.8M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
16.7K
+ 9.62%
$37.07 - $40.63 $620K - $680K
191K $7.51M
APO
Apollo Global Management, Inc.

Financial Services
7.01K
+ 138.88%
$126.01 - $172.06 $883K - $1.21M
12K $1.65M
ABT
Abbott Laboratories

Healthcare
2.37K
+ 9.45%
$111.1 - $140.22 $264K - $333K
27.5K $3.64M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
43.7K
+ 57.66%
$19.04 - $20.15 $832K - $881K
120K $2.28M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
27.4K
+ 16.48%
$26.64 - $27.14 $731K - $745K
194K $5.2M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
12.7K
+ 41.8%
$77.33 - $90.16 $983K - $1.15M
43.1K $3.38M
KO
Coca Cola CO

Consumer Defensive
3.41K
+ 6.74%
$60.81 - $72.32 $208K - $247K
54K $3.87M
ENPH
Enphase Energy, Inc.

Technology
13.3K
+ 79.79%
$52.87 - $73.51 $705K - $980K
30K $1.86M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
14.8K
+ 65.04%
$47.47 - $48.84 $700K - $721K
37.4K $1.79M
COIN
Coinbase Global, Inc.

Technology
5.15K
+ 190.0%
$172.23 - $301.3 $886K - $1.55M
7.86K $1.35M
CGXU
Capital Group Intl Focus Equit

ETFs
27.8K
New
$24.48 - $26.59 $681K - $740K
27.8K $680K
SPC
Trust For Professional Mgr Cro

ETFs
32.3K
New
$20.65 - $20.99 $667K - $678K
32.3K $676K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
13.7K
New
$44.72 - $46.25 $613K - $634K
13.7K $631K
FBT
First Trust Nyse Arca Biotechn

ETFs
3.69K
New
$164.86 - $182.19 $608K - $671K
3.69K $626K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
4.1K
New
$132.75 - $177.12 $544K - $726K
4.1K $625K
EME
Emcor Group, Inc.

Industrials
3K
+ 48.83%
$361.16 - $535.99 $1.08M - $1.61M
9.14K $3.38M
ZECP
Zacks Tr Earnings Constant Por

ETFs
19.1K
New
$29.24 - $32.07 $558K - $612K
19.1K $574K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
8.43K
+ 13.39%
$52.31 - $54.02 $441K - $455K
71.4K $3.85M
Activity Summary
Buys All Purchases 464 New Holdings 79 Increased Positions 385 Sells All Sells 364 Reductions 364 Sold out 0 Options Calls 0 Puts 0
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