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
FSMD
Fidelity Covington Tr Small Mi

ETFs
15.9K
+ 89.89%
$34.67 - $41.47 $553K - $661K
33.7K $1.4M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
10.3K
New
$49.85 - $64.51 $512K - $662K
10.3K $662K
GE
General Electric CO

Industrials
26
+ 0.23%
$166.81 - $257.39 $4.34K - $6.69K
11.4K $2.93M
VOT
Vanguard Mid Cap Growth Index

ETFs
525
+ 4.12%
$216.28 - $284.39 $114K - $149K
13.3K $3.78M
GS
Goldman Sachs Group Inc

Financial Services
130
+ 3.79%
$462.22 - $707.75 $60.1K - $92K
3.56K $2.52M
C
Citigroup Inc

Financial Services
646
+ 1.56%
$58.13 - $85.12 $37.6K - $55K
42.2K $3.59M
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.1K
+ 2.42%
$40.94 - $52.1 $86.1K - $110K
89.2K $4.65M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
5.86K
+ 65.35%
$83.8 - $101.39 $491K - $594K
14.8K $1.5M
FDVV
Fidelity High Dividend ETF

ETFs
11.1K
+ 45.46%
$43.6 - $52.02 $483K - $576K
35.4K $1.84M
CTA
Simplify Exch Traded Fds Simpl

ETFs
23K
New
$26.61 - $29.9 $613K - $689K
23K $616K
ABT
Abbott Laboratories

Healthcare
3.78K
+ 13.76%
$123.95 - $138.08 $469K - $522K
31.3K $4.25M
XLC
Select Sector Spdr Tr Communic

ETFs
614
+ 1.38%
$86.13 - $108.53 $52.9K - $66.6K
45.1K $4.9M
VST
Vistra Corp.

Utilities
3.07K
New
$98.07 - $195.04 $301K - $599K
3.07K $594K
EMR
Emerson Electric CO

Industrials
345
+ 1.56%
$94.15 - $133.33 $32.5K - $46K
22.4K $2.99M
AIQ
Global X Funds Global X Artifi

ETFs
12.6K
New
$31.5 - $43.69 $397K - $550K
12.6K $549K
RBLX
Roblox Corp

Communication Services
54
+ 0.5%
$51.22 - $105.59 $2.77K - $5.7K
10.9K $1.14M
BBY
Best Buy CO Inc

Consumer Cyclical
7.52K
New
$56.17 - $75.73 $422K - $569K
7.52K $504K
STLG
Ishares Factors Us Growth Styl

ETFs
10K
New
N/A
10K $502K
ALE
Allete Inc

Utilities
7.91K
+ 193.75%
$63.53 - $65.71 $503K - $520K
12K $768K
SPC
Trust For Professional Mgr Cro

ETFs
21.5K
+ 66.7%
$20.4 - $21.44 $439K - $462K
53.8K $1.15M
IWL
Ishares Tr Russell 200 ETF

ETFs
488
+ 1.99%
$122.36 - $153.12 $59.7K - $74.7K
25.1K $3.84M
BSX
Boston Scientific Corp

Healthcare
1.83K
+ 4.71%
$89.7 - $107.41 $164K - $197K
40.7K $4.37M
ISRG
Intuitive Surgical Inc

Healthcare
561
+ 19.09%
$451.58 - $565.94 $253K - $317K
3.5K $1.9M
APP
App Lovin Corp

Technology
465
+ 14.6%
$219.37 - $417.89 $102K - $194K
3.65K $1.28M
ED
Consolidated Edison Inc

Utilities
5.88K
+ 37.55%
$98.05 - $113.3 $577K - $667K
21.5K $2.16M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
213
+ 1.94%
$171.4 - $227.1 $36.5K - $48.4K
11.2K $2.54M
VOX
Vanguard Communication Service

ETFs
212
+ 1.26%
$133.12 - $171.03 $28.2K - $36.3K
17.1K $2.92M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
8.09K
New
$40.79 - $50.93 $330K - $412K
8.09K $412K
TRGP
Targa Resources Corp.

Energy
2.64K
+ 133.35%
$157.32 - $205.72 $415K - $543K
4.62K $803K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
415
+ 0.46%
$39.89 - $49.46 $16.6K - $20.5K
90.3K $4.47M
APO
Apollo Global Management, Inc.

Financial Services
2.38K
+ 19.79%
$108.68 - $145.07 $259K - $346K
14.4K $2.05M
FPXI
First Tr Exchange Traded Fd Ii

ETFs
6.95K
New
$42.19 - $56.47 $293K - $392K
6.95K $392K
IWY
Ishares Tr Russell 200 Growth

ETFs
159
+ 1.62%
$187.5 - $246.51 $29.8K - $39.2K
9.99K $2.46M
SHOP
Shopify Inc.

Technology
581
+ 3.63%
$76.89 - $115.35 $44.7K - $67K
16.6K $1.91M
HOOD
Robinhood Markets, Inc.

Technology
851
+ 14.54%
$34.17 - $93.63 $29.1K - $79.7K
6.71K $627K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
28
+ 0.19%
$101.69 - $139.02 $2.85K - $3.89K
14.6K $2.02M
IYW
Ishares Dj Us Tech ETF

ETFs
1.3K
+ 27.73%
$122.57 - $173.27 $159K - $225K
5.98K $1.04M
DELL
Dell Technologies Inc.

Technology
1.98K
+ 47.79%
$71.63 - $125.98 $142K - $250K
6.13K $751K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
15.8K
+ 8.43%
$22.54 - $23.17 $356K - $366K
203K $4.67M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.39K
+ 24.72%
$114.78 - $133.31 $275K - $319K
12.1K $1.61M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.01K
+ 12.26%
$57.46 - $75.58 $116K - $152K
18.4K $1.39M
DIHP
Dimensional ETF Tr Dimensional

ETFs
12K
New
$24.32 - $29.74 $292K - $357K
12K $354K
IGM
Ishares Expanded Tech Sector E

ETFs
195
+ 1.27%
$79.8 - $112.34 $15.6K - $21.9K
15.5K $1.74M
MGK
Vanguard Mega Cap Growth ETF

ETFs
295
+ 7.05%
$273.67 - $366.17 $80.7K - $108K
4.48K $1.64M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
7.5K
New
$37.51 - $45.52 $281K - $341K
7.5K $339K
NKE
Nike, Inc.

Consumer Cyclical
3.22K
+ 23.84%
$53.27 - $72.04 $171K - $232K
16.7K $1.19M
COF
Capital One Financial Corp

Financial Services
931
+ 23.9%
$150.57 - $212.76 $140K - $198K
4.83K $1.03M
VIG
Vanguard Dividend Appreciation

ETFs
1.8K
+ 2.19%
N/A
84K $15.3M
XAR
Spdr S&P Aerospace & Defense E

ETFs
52
+ 0.85%
$144.94 - $210.94 $7.54K - $11K
6.19K $1.31M
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
Track This Portfolio

Track Great Valley Advisor Group, Inc. Portfolio

Follow Great Valley Advisor Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Valley Advisor Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Great Valley Advisor Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email