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
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
35.6K
+ 9.53%
$50.67 - $50.9 $1.8M - $1.81M
410K $20.8M
VTWG
Vanguard Russell 2000 Growth E

ETFs
8.16K
New
$202.91 - $229.76 $1.66M - $1.87M
8.16K $1.71M
NFLX
Netflix Inc

Communication Services
143
+ 1.71%
$687.65 - $936.56 $98.3K - $134K
8.5K $7.57M
QQQ
Invesco Qqq Trust, Series 1

ETFs
483
+ 0.8%
$481.22 - $538.17 $232K - $260K
60.6K $31M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
18.3K
New
$85.41 - $87.1 $1.56M - $1.59M
18.3K $1.58M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
150K
+ 7.68%
$24.94 - $26.14 $3.74M - $3.92M
2.1M $52.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
593K
+ 229.11%
$26.93 - $84.95 $16M - $50.3M
851K $23.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
20.9K
+ 15.14%
$61.68 - $67.87 $1.29M - $1.42M
159K $9.92M
CGUS
Capital Group Core Equity ETF
34.4K
+ 58.66%
$33.96 - $36.24 $1.17M - $1.25M
93.1K $3.25M
CDNS
Cadence Design Systems Inc

Technology
941
+ 2.96%
$249.1 - $324.54 $234K - $305K
32.7K $9.82M
AOA
Ishares Tr Core Aggressive All

ETFs
16.5K
+ 63.02%
$76.61 - $79.88 $1.27M - $1.32M
42.8K $3.28M
AVUV
American Centy ETF Tr Avantis

ETFs
11.7K
+ 10.22%
$94.37 - $106.41 $1.1M - $1.24M
126K $12.1M
IVV
Ishares Core S&P 500 ETF

ETFs
1.38K
+ 4.39%
$570.51 - $610.59 $785K - $840K
32.8K $19.3M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.19K
+ 23.18%
$311.11 - $335.64 $992K - $1.07M
17K $5.46M
USFR
Wisdomtree Floating Rate Treas

ETFs
22.3K
+ 60.06%
$50.23 - $50.46 $1.12M - $1.13M
59.5K $2.99M
PULS
Pgim ETF Tr

ETFs
22.5K
+ 252.8%
$49.51 - $49.79 $1.11M - $1.12M
31.4K $1.56M
XLK
Technology Sector Spdr

ETFs
3.18K
+ 6.01%
$220.26 - $241.44 $701K - $769K
56.1K $13M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
12.3K
New
$77.98 - $84.06 $957K - $1.03M
12.3K $991K
MGC
Vanguard Mega Cap ETF

ETFs
2.8K
+ 4.3%
$204.21 - $220.18 $572K - $617K
67.9K $14.4M
IBHE
Ishares Ibonds 2025 Term High

ETFs
42.3K
New
$23.08 - $23.28 $977K - $986K
42.3K $982K
MUB
Ishares National Muni Bond ETF

ETFs
14.6K
+ 5.27%
$105.78 - $108.7 $1.54M - $1.58M
291K $31M
PAVE
Global X Fds Us Infrastructure

ETFs
32.8K
+ 6.94%
$40.41 - $45.95 $1.33M - $1.51M
505K $20.4M
GNMA
Ishares Gnma Bond ETF

ETFs
22.5K
New
$42.8 - $44.74 $963K - $1.01M
22.5K $966K
AVUS
American Centy ETF Tr Avantis

ETFs
7.07K
+ 4.5%
$94.36 - $102.06 $667K - $721K
164K $15.9M
SPTS
Spdr Portfolio Short Term Trea

ETFs
32.6K
+ 65.99%
$28.88 - $29.33 $943K - $957K
82.1K $2.38M
DHS
Wisdomtree Tr U.S

ETFs
10.1K
+ 24.21%
$92.66 - $100.58 $936K - $1.02M
51.8K $4.84M
VTWV
Vanguard Russell 2000 Value Et

ETFs
6.18K
New
$143.69 - $159.92 $888K - $988K
6.18K $893K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.08K
+ 9.81%
$113.92 - $127.38 $1.03M - $1.16M
102K $11.7M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.24K
+ 17.49%
$275.15 - $388.2 $341K - $481K
8.33K $2.85M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
34.4K
New
$25.0 - $25.11 $859K - $863K
34.4K $860K
SLB
Schlumberger Limited

Energy
21.8K
+ 155.28%
$36.83 - $45.59 $802K - $993K
35.8K $1.37M
JNK
Spdr Bloomberg High Yield Bond

ETFs
8.27K
+ 320.84%
$94.77 - $97.36 $784K - $805K
10.8K $1.04M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.81K
+ 7.67%
$238.25 - $261.28 $907K - $994K
53.4K $12.9M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
20.2K
+ 26.06%
$41.17 - $43.34 $831K - $875K
97.7K $4.04M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
21.1K
+ 72.93%
$30.04 - $32.01 $633K - $675K
50K $1.57M
MSFT
Microsoft Corp

Technology
5.15K
+ 3.02%
$406.35 - $454.46 $2.09M - $2.34M
176K $74.1M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
5.14K
+ 142.22%
$128.97 - $141.41 $663K - $726K
8.75K $1.14M
TJX
Tjx Companies Inc

Consumer Cyclical
4.17K
+ 10.84%
$112.15 - $127.2 $468K - $531K
42.7K $5.16M
DHR
Danaher Corp

Healthcare
2.93K
+ 178.19%
$226.16 - $274.52 $663K - $805K
4.58K $1.05M
SPTL
Spdr Portfolio Long Term Treas

ETFs
288K
+ 11.91%
$26.05 - $29.17 $7.51M - $8.41M
2.71M $70.9M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
16.5K
+ 34.77%
$36.54 - $37.53 $601K - $618K
63.8K $2.35M
FDX
Fedex Corp

Industrials
1.31K
+ 5.16%
$260.5 - $305.15 $340K - $399K
26.6K $7.49M
VSMV
Victoryshares Us Multifactor M

ETFs
15.4K
+ 4.77%
$47.81 - $50.6 $734K - $777K
337K $16.2M
PCAR
Paccar Inc

Industrials
3.13K
+ 7.3%
$97.92 - $118.41 $307K - $371K
46.1K $4.79M
COST
Costco Wholesale Corp

Consumer Defensive
62
+ 0.38%
$873.59 - $994.69 $54.2K - $61.7K
16.6K $15.2M
CGDV
Capital Group Divid Value ETF

ETFs
16.5K
+ 37.9%
$35.16 - $37.12 $579K - $611K
59.9K $2.11M
DE
Deere & CO

Industrials
1.11K
+ 19.9%
$389.45 - $466.0 $433K - $518K
6.7K $2.84M
OXY
Occidental Petroleum Corp

Energy
11.7K
+ 34.84%
$45.36 - $55.91 $532K - $655K
45.4K $2.24M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.5K
+ 17.43%
$172.07 - $207.36 $259K - $312K
10.1K $2M
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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