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
DUHP
Dimensional ETF Tr Dimensional

ETFs
16.5K
New
$32.57 - $35.82 $536K - $590K
16.5K $545K
EPD
Enterprise Products Partners L.P.

Energy
7.47K
+ 7.24%
$31.75 - $34.14 $237K - $255K
111K $3.77M
C
Citigroup Inc

Financial Services
7.17K
+ 20.86%
$67.23 - $84.63 $482K - $606K
41.5K $2.95M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.92K
+ 84.98%
$307.43 - $357.48 $591K - $687K
4.19K $1.29M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
5.38K
+ 27.46%
$90.0 - $96.32 $484K - $518K
25K $2.31M
IWV
Ishares Russell 3000 ETF

ETFs
1.56K
+ 195.86%
$313.1 - $349.83 $489K - $546K
2.36K $748K
FDVV
Fidelity High Dividend ETF

ETFs
9.62K
+ 65.2%
$48.86 - $52.28 $470K - $503K
24.4K $1.21M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
1.04K
+ 0.57%
$32.66 - $36.43 $33.8K - $37.7K
181K $6.36M
SPOT
Spotify Technology S.A.

Communication Services
435
+ 20.53%
$457.79 - $648.32 $199K - $282K
2.55K $1.4M
MMM
3 M CO

Industrials
875
+ 4.81%
$129.7 - $155.12 $113K - $136K
19.1K $2.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.44K
+ 11.92%
$497.6 - $606.74 $718K - $876K
13.6K $6.74M
ORCL
Oracle Corp

Technology
7.17K
+ 34.28%
$139.81 - $186.47 $1M - $1.34M
28.1K $3.93M
PGR
Progressive Corp

Financial Services
1.02K
+ 31.32%
$235.61 - $291.22 $240K - $296K
4.26K $1.21M
HAL
Halliburton CO

Energy
25.7K
+ 20.29%
$24.15 - $29.9 $619K - $767K
152K $3.86M
TFLO
Ishares Treasury Floating Rate

ETFs
8.25K
New
$50.48 - $50.68 $416K - $418K
8.25K $417K
TRGP
Targa Resources Corp.

Energy
1.98K
New
$178.44 - $217.22 $353K - $430K
1.98K $396K
T
At&T Inc.

Communication Services
1.96K
+ 3.18%
$21.56 - $28.28 $42.3K - $55.5K
63.7K $1.8M
XLF
Financial Sector Spdr

ETFs
5.12K
+ 5.78%
$47.32 - $52.19 $242K - $267K
93.7K $4.67M
DGS
Wisdomtree Emerging Markets Sm

ETFs
11K
+ 4.48%
$47.4 - $50.24 $523K - $554K
257K $12.4M
SPIB
Spdr Portfolio Intermediate Te

ETFs
11.3K
New
$32.5 - $33.3 $366K - $375K
11.3K $373K
GOLD
Barrick Gold Corp

Basic Materials
5.18K
+ 8.17%
$15.45 - $19.56 $80K - $101K
68.5K $1.33M
EMB
Ishares Tr

ETFs
609
+ 0.32%
$88.64 - $92.03 $54K - $56K
189K $17.1M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
7.82K
+ 24.58%
$48.02 - $53.02 $376K - $415K
39.6K $1.96M
FLMI
Franklin Dynamic Municipal Bon

ETFs
13.9K
New
$24.22 - $24.86 $336K - $345K
13.9K $339K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.32K
+ 23.72%
$100.34 - $100.68 $333K - $334K
17.3K $1.74M
ARGX
Argenx Se

Healthcare
568
New
$571.0 - $671.75 $324K - $382K
568 $336K
BLDR
Builders First Source, Inc.

Industrials
2.67K
New
$122.8 - $173.51 $328K - $463K
2.67K $333K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
6.65K
New
$46.86 - $50.66 $312K - $337K
6.65K $322K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.57K
+ 23.96%
$333.37 - $384.99 $522K - $603K
8.11K $2.71M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
3.84K
New
$79.96 - $87.71 $307K - $336K
3.84K $315K
HWM
Howmet Aerospace Inc.

Industrials
2.4K
New
$110.79 - $139.39 $266K - $335K
2.4K $311K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
11.6K
New
$25.35 - $27.46 $295K - $320K
11.6K $308K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
7.6K
New
$40.24 - $40.65 $306K - $309K
7.6K $308K
CMBS
Ishares Cmbs ETF

ETFs
6.43K
New
$47.16 - $48.21 $303K - $310K
6.43K $308K
FVD
First Tr Value Line Divid Inde

ETFs
5.35K
+ 7.72%
$42.61 - $45.51 $228K - $244K
74.7K $3.33M
WM
Waste Management Inc

Industrials
103
+ 1.09%
$200.54 - $233.78 $20.7K - $24.1K
9.54K $2.21M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.79K
+ 3.07%
$169.43 - $182.84 $473K - $511K
93.7K $16.2M
TCHP
T Rowe Price Exchange Traded F

Technology
7.91K
New
$37.86 - $44.2 $299K - $350K
7.91K $301K
ACWI
Ishares Msci Acwi ETF

ETFs
6.01K
+ 1.66%
$115.16 - $124.13 $692K - $746K
368K $42.8M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
11.7K
New
$24.66 - $26.1 $290K - $307K
11.7K $293K
SUB
Ishares Short Term National Mu

ETFs
2.74K
+ 19.43%
$105.3 - $106.24 $288K - $291K
16.8K $1.78M
BAC
Bank Of America Corp

Financial Services
19.7K
+ 8.22%
$39.61 - $47.74 $779K - $939K
259K $10.8M
AEM
Agnico Eagle Mines LTD

Basic Materials
2.66K
New
$79.66 - $108.41 $212K - $289K
2.66K $288K
DFSV
Dimensional ETF Tr Dimensional

ETFs
10.9K
+ 142.71%
$27.56 - $32.1 $300K - $349K
18.5K $520K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.91K
+ 30.73%
$168.16 - $186.21 $321K - $356K
8.13K $1.39M
GSHD
Goosehead Insurance, Inc.

Financial Services
2.39K
New
$98.59 - $123.84 $235K - $296K
2.39K $281K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
19.1K
New
$14.22 - $14.83 $272K - $284K
19.1K $276K
SCHX
Schwab Strategic Tr Us Large C

ETFs
15.7K
+ 24.37%
$21.75 - $24.28 $342K - $381K
80.1K $1.77M
AVIG
American Centy ETF Tr Avantis

ETFs
4.3K
+ 3.6%
$40.06 - $41.55 $172K - $179K
124K $5.13M
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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