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
CGGR
Capital Group Growth ETF Shs C

ETFs
12.5K
+ 90.76%
$34.49 - $39.24 $432K - $491K
26.3K $977K
AJG
Arthur J. Gallagher & Co.

Financial Services
1.59K
+ 10.76%
$278.49 - $315.16 $442K - $500K
16.3K $4.64M
MGV
Vanguard Mega Cap Value

ETFs
4.21K
+ 32.71%
$124.06 - $133.48 $523K - $562K
17.1K $2.13M
CI
Cigna Corp

Healthcare
3.83K
+ 46.57%
$265.59 - $358.58 $1.02M - $1.37M
12.1K $3.33M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
14.2K
New
$32.56 - $42.89 $463K - $610K
14.2K $471K
SCHW
Schwab Charles Corp

Financial Services
2.6K
+ 8.6%
$63.31 - $82.85 $165K - $215K
32.8K $2.43M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
14.7K
New
N/A
14.7K $462K
INTC
Intel Corp

Technology
28.2K
+ 75.49%
$19.07 - $26.23 $538K - $740K
65.6K $1.32M
IT
Gartner Inc

Technology
900
New
$481.22 - $551.8 $433K - $497K
900 $436K
APO
Apollo Global Management, Inc.

Financial Services
1.84K
+ 57.28%
$131.36 - $178.61 $241K - $328K
5.04K $833K
VSDA
Victory Portfolios Ii Victorys

ETFs
24.7K
+ 6.8%
$50.67 - $55.17 $1.25M - $1.36M
389K $19.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.63K
+ 3.54%
$442.29 - $483.08 $720K - $786K
47.6K $21.6M
IDEV
Ishares Core Msci Intl Develop

ETFs
8.35K
+ 41.36%
$64.18 - $70.42 $536K - $588K
28.5K $1.84M
WEC
Wec Energy Group, Inc.

Utilities
5.29K
+ 12.52%
$92.94 - $101.82 $492K - $539K
47.5K $4.47M
SHV
Ishares Tr

ETFs
3.74K
+ 16.83%
$109.92 - $110.57 $411K - $413K
25.9K $2.86M
SRLN
Ssga Active Trust

ETFs
9.52K
+ 60.31%
$41.48 - $42.08 $395K - $400K
25.3K $1.06M
FMB
First Tr Exchange Traded Fd Ii

ETFs
7.9K
+ 73.72%
$50.62 - $52.07 $400K - $411K
18.6K $949K
MA
Mastercard Inc

Financial Services
552
+ 18.54%
$491.3 - $536.15 $271K - $296K
3.53K $1.86M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.4K
+ 7.23%
$49.79 - $51.14 $519K - $533K
155K $7.76M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.81K
New
$201.32 - $217.44 $363K - $392K
1.81K $373K
RDVY
First Trust Rising Dividend Ac

ETFs
6.35K
+ 17.62%
$58.65 - $64.37 $372K - $409K
42.4K $2.51M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
21.2K
+ 13.88%
$38.37 - $42.82 $813K - $907K
174K $6.67M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.84K
+ 18.84%
$111.85 - $120.71 $318K - $343K
17.9K $2.07M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
15.1K
New
N/A
15.1K $359K
DECK
Deckers Outdoor Corp

Consumer Cyclical
467
+ 7.92%
$152.04 - $211.12 $71K - $98.6K
6.36K $1.29M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
10K
+ 75.69%
$35.45 - $40.33 $355K - $404K
23.2K $832K
BKNG
Booking Holdings Inc.

Consumer Cyclical
19
+ 5.76%
$4100.99 - $5300.34 $77.9K - $101K
349 $1.73M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
9.63K
+ 30.98%
$43.02 - $47.32 $414K - $456K
40.7K $1.76M
SUB
Ishares Short Term National Mu

ETFs
3.28K
+ 30.31%
$104.94 - $106.2 $344K - $348K
14.1K $1.49M
MRVL
Marvell Technology, Inc.

Technology
781
+ 12.05%
$70.31 - $124.78 $54.9K - $97.5K
7.26K $801K
BRO
Brown & Brown, Inc.

Financial Services
3.78K
+ 9.42%
$100.93 - $113.42 $382K - $429K
43.9K $4.48M
DFSD
Dimensional ETF Tr Short Durat

ETFs
7.4K
+ 23.03%
$46.75 - $47.8 $346K - $354K
39.6K $1.85M
ENB
Enbridge Inc

Energy
6.6K
+ 32.75%
$40.4 - $43.92 $267K - $290K
26.8K $1.14M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.95K
+ 8.86%
$45.39 - $62.98 $88.6K - $123K
24K $1.36M
GCOR
Goldman Sachs ETF Tr Access U

ETFs
7.63K
New
$40.33 - $42.34 $308K - $323K
7.63K $307K
HAL
Halliburton CO

Energy
18.5K
+ 17.19%
$25.77 - $31.99 $478K - $593K
126K $3.44M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.38K
+ 16.16%
$77.02 - $78.58 $338K - $344K
31.5K $2.44M
PRF
Invesco Exchange Traded Fd Tr

ETFs
7.56K
+ 19.53%
$40.15 - $42.9 $304K - $324K
46.3K $1.87M
VXF
Vanguard Extended Market ETF

ETFs
1.39K
+ 37.38%
$179.17 - $207.15 $248K - $287K
5.09K $966K
XLF
Financial Sector Spdr

ETFs
414
+ 0.47%
$44.89 - $51.34 $18.6K - $21.3K
88.5K $4.28M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
3.72K
New
$74.68 - $81.45 $278K - $303K
3.72K $278K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.31K
New
$209.89 - $233.24 $274K - $304K
1.31K $277K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
21.6K
+ 5.26%
$23.99 - $24.55 $518K - $531K
432K $10.4M
NEU
Newmarket Corp

Basic Materials
853
+ 11.43%
$519.96 - $563.85 $444K - $481K
8.32K $4.39M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.58K
+ 34.06%
$176.42 - $186.91 $279K - $295K
6.22K $1.11M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
8.55K
New
$31.83 - $34.97 $272K - $299K
8.55K $275K
ACN
Accenture PLC

Technology
935
+ 2.67%
$343.9 - $376.86 $322K - $352K
36K $12.7M
IWV
Ishares Russell 3000 ETF

ETFs
797
New
$323.08 - $349.08 $257K - $278K
797 $266K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
4.8K
New
$51.31 - $55.61 $246K - $267K
4.8K $256K
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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