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
HYD
Vaneck High Yield Muni ETF

ETFs
6.62K
+ 8.5%
$51.09 - $53.06 $338K - $351K
84.4K $4.38M
HUBB
Hubbell Inc

Industrials
836
+ 8.05%
$418.89 - $472.12 $350K - $395K
11.2K $4.7M
EPD
Enterprise Products Partners L.P.

Energy
647
+ 0.63%
$28.66 - $34.43 $18.5K - $22.3K
103K $3.23M
HEFA
Ishares Currency Hedged Msci E

ETFs
10.7K
+ 5.58%
$34.42 - $35.88 $370K - $385K
203K $7.06M
HOOD
Robinhood Markets, Inc.

Technology
6.49K
New
$22.33 - $43.2 $145K - $280K
6.49K $241K
XLY
Select Sector Spdr Consumer Di

ETFs
337
+ 4.9%
$194.8 - $239.43 $65.6K - $80.7K
7.22K $1.62M
WSO
Watsco Inc

Industrials
830
+ 9.44%
$466.57 - $568.78 $387K - $472K
9.62K $4.56M
DFSV
Dimensional ETF Tr Dimensional

ETFs
7.62K
New
$30.18 - $33.87 $230K - $258K
7.62K $234K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.27K
New
$129.13 - $198.21 $163K - $251K
1.27K $234K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
8.24K
+ 5.48%
$40.26 - $42.88 $332K - $353K
159K $6.42M
AVIG
American Centy ETF Tr Avantis

ETFs
10.7K
+ 9.82%
$40.48 - $42.48 $433K - $454K
120K $4.85M
PWR
Quanta Services, Inc.

Industrials
701
New
$296.05 - $346.6 $208K - $243K
701 $221K
SLV
I Shares Silver Trust

ETFs
10.8K
+ 34.03%
$26.33 - $31.74 $285K - $344K
42.7K $1.12M
VIG
Vanguard Dividend Appreciation

ETFs
1.2K
+ 1.84%
N/A
66.1K $12M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
2.38K
New
$90.74 - $103.94 $216K - $248K
2.38K $217K
OKE
Oneok Inc

Energy
1.14K
+ 10.53%
$92.28 - $117.05 $106K - $134K
12K $1.21M
TMUS
T Mobile Us, Inc.

Communication Services
257
+ 2.33%
$206.1 - $246.94 $53K - $63.5K
11.3K $2.5M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
4.56K
+ 64.64%
$49.87 - $52.46 $228K - $239K
11.6K $580K
DFS
Discover Financial Services

Financial Services
1.23K
New
$136.3 - $182.67 $168K - $225K
1.23K $213K
RBLX
Roblox Corp

Communication Services
1.24K
+ 12.1%
$39.86 - $61.45 $49.5K - $76.4K
11.5K $666K
IGV
Ishares Expanded Tech Software

ETFs
2.12K
New
$87.5 - $110.17 $185K - $233K
2.12K $211K
CFLT
Confluent, Inc.

Technology
7.49K
New
$18.9 - $33.66 $141K - $252K
7.49K $209K
UAL
United Airlines Holdings, Inc.

Industrials
2.14K
New
$55.62 - $102.44 $119K - $219K
2.14K $207K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.29K
+ 18.21%
$73.49 - $86.09 $169K - $197K
14.9K $1.15M
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.17K
New
$138.3 - $192.95 $162K - $226K
1.17K $206K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
4.49K
+ 7.69%
$52.19 - $52.87 $234K - $237K
62.9K $3.29M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.81K
New
$42.33 - $43.3 $203K - $208K
4.81K $204K
X
United States Steel Corp

Basic Materials
5.96K
New
$30.14 - $42.31 $180K - $252K
5.96K $202K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.18K
+ 7.72%
$84.34 - $95.14 $184K - $207K
30.4K $2.65M
SJM
J M Smucker CO

Consumer Defensive
4.51K
+ 16.74%
$106.92 - $121.75 $483K - $550K
31.5K $3.47M
EDOW
First Tr Exchange Traded Fd

ETFs
5.54K
New
$35.29 - $38.02 $196K - $211K
5.54K $201K
SYF
Synchrony Financial

Financial Services
3.1K
New
$49.01 - $68.55 $152K - $213K
3.1K $201K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
384
+ 1.04%
$89.97 - $98.59 $34.5K - $37.9K
37.2K $3.54M
SNPS
Synopsys Inc

Technology
783
+ 8.86%
$485.36 - $588.0 $380K - $460K
9.62K $4.67M
FTNT
Fortinet, Inc.

Technology
1.24K
+ 28.62%
$76.49 - $99.21 $95K - $123K
5.58K $527K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.27K
+ 7.03%
$115.08 - $119.55 $376K - $391K
49.8K $5.76M
KMI
Kinder Morgan, Inc.

Energy
140
+ 0.4%
$22.59 - $28.54 $3.16K - $4K
34.8K $953K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.1K
+ 7.82%
$69.3 - $74.3 $145K - $156K
28.9K $2.07M
ETR
Entergy Corp

Utilities
8.4K
+ 103.82%
$73.19 - $156.4 $615K - $1.31M
16.5K $1.25M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.47K
+ 41.49%
$134.53 - $150.65 $197K - $221K
5K $676K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
614
+ 10.75%
$47.29 - $84.74 $29K - $52K
6.32K $471K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.04K
+ 46.96%
$90.66 - $99.46 $185K - $203K
6.4K $581K
VV
Vanguard Large Cap ETF

ETFs
102
+ 0.45%
$260.27 - $280.65 $26.5K - $28.6K
23K $6.2M
FDVV
Fidelity High Dividend ETF

ETFs
3.65K
+ 32.86%
$49.66 - $52.63 $181K - $192K
14.7K $736K
ISRG
Intuitive Surgical Inc

Healthcare
178
+ 7.0%
$471.27 - $550.62 $83.9K - $98K
2.72K $1.42M
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.9K
+ 6.4%
$61.52 - $66.5 $117K - $126K
31.5K $2.01M
IWY
Ishares Tr Russell 200 Growth

ETFs
3
+ 0.03%
$216.72 - $244.71 $650 - $734
9.91K $2.33M
MSA
Msa Safety Inc

Industrials
2.54K
+ 10.87%
$163.63 - $178.77 $416K - $454K
25.9K $4.3M
EME
Emcor Group, Inc.

Industrials
7
+ 0.11%
$427.96 - $526.95 $3K - $3.69K
6.14K $2.79M
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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