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
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
9.1K
New
$29.02 - $34.76 $264K - $316K
9.1K $276K
BP
Bp PLC

Energy
5.29K
+ 23.38%
$29.93 - $35.31 $158K - $187K
27.9K $943K
QPFF
American Centy ETF Tr Quality
8.69K
+ 12.71%
$35.38 - $36.78 $307K - $319K
77K $2.73M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
7.13K
New
$36.64 - $45.76 $261K - $326K
7.13K $267K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
997
+ 1.59%
$58.01 - $64.46 $57.8K - $64.3K
63.7K $3.95M
QTEC
First Trust Nasdaq 100 Technol

ETFs
4.07K
+ 13.38%
$173.56 - $210.67 $707K - $858K
34.5K $5.99M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
11.2K
+ 6.36%
$22.25 - $23.0 $249K - $258K
187K $4.31M
CCI
Crown Castle International Corp

Real Estate
2.46K
New
$84.33 - $106.39 $207K - $261K
2.46K $256K
XEL
Xcel Energy Inc

Utilities
2.85K
+ 17.33%
$63.37 - $72.1 $180K - $205K
19.3K $1.36M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
4.08K
+ 5.22%
$59.78 - $60.03 $244K - $245K
82.2K $4.92M
FCX
Freeport Mcmoran Inc

Basic Materials
6.47K
New
$34.5 - $43.01 $223K - $278K
6.47K $244K
MSI
Motorola Solutions, Inc.

Technology
555
New
$411.73 - $482.1 $229K - $268K
555 $242K
CNP
Centerpoint Energy Inc

Utilities
6.6K
New
$30.87 - $36.25 $204K - $239K
6.6K $239K
EFV
Msci Eafe Value ETF

ETFs
1.49K
+ 6.45%
$51.88 - $60.73 $77.5K - $90.7K
24.7K $1.45M
HCA
Hca Healthcare, Inc.

Healthcare
676
New
$296.7 - $345.55 $201K - $234K
676 $233K
NRG
Nrg Energy, Inc.

Utilities
2.45K
New
$84.82 - $113.33 $208K - $277K
2.45K $233K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.4K
+ 12.19%
$128.74 - $138.67 $180K - $194K
12.9K $1.75M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.31K
+ 35.97%
$99.16 - $99.52 $229K - $230K
8.74K $869K
SYY
Sysco Corp

Consumer Defensive
3.1K
New
$70.0 - $77.13 $217K - $239K
3.1K $232K
ETR
Entergy Corp

Utilities
829
+ 5.03%
$75.26 - $87.89 $62.4K - $72.9K
17.3K $1.48M
UAL
United Airlines Holdings, Inc.

Industrials
4.19K
+ 195.84%
$69.05 - $110.52 $289K - $463K
6.32K $436K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.44K
+ 9.23%
$91.76 - $103.26 $315K - $355K
40.7K $3.76M
BMY
Bristol Myers Squibb CO

Healthcare
1.17K
+ 3.43%
$53.9 - $63.11 $63.2K - $74K
35.4K $2.16M
DISV
Dimensional ETF Tr Dimensional

ETFs
7.57K
New
$26.09 - $30.21 $198K - $229K
7.57K $220K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.56K
+ 27.71%
$62.72 - $71.92 $223K - $256K
16.4K $1.03M
HYMU
Blackrock ETF Tr Ii High Yield
9.52K
New
$22.43 - $23.19 $214K - $221K
9.52K $218K
SKYY
First Trust Cloud Computing Et

ETFs
2.11K
New
$102.23 - $131.18 $216K - $277K
2.11K $215K
DTE
Dte Energy CO

Utilities
1.56K
New
$117.6 - $138.27 $184K - $216K
1.56K $215K
CAH
Cardinal Health Inc

Healthcare
1.55K
New
$118.02 - $137.77 $183K - $214K
1.55K $213K
LYB
Lyondell Basell Industries N.V.

Basic Materials
2.99K
New
$69.82 - $78.67 $209K - $235K
2.99K $210K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
7.23K
+ 73.06%
$31.63 - $35.22 $229K - $255K
17.1K $547K
AXON
Axon Enterprise, Inc.

Industrials
895
+ 23.31%
$496.65 - $710.01 $445K - $635K
4.73K $2.49M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
3.6K
New
$43.79 - $57.46 $158K - $207K
3.6K $205K
SUN
Sunoco LP

Energy
3.53K
New
$51.29 - $59.25 $181K - $209K
3.53K $204K
TDIV
First Trust Nasdaq Technology

ETFs
3.34K
+ 37.47%
$73.39 - $83.95 $245K - $280K
12.2K $901K
ILCB
Ishares Morningstar U.S. Equit

ETFs
2.6K
New
$76.17 - $85.05 $198K - $221K
2.6K $201K
AVUV
American Centy ETF Tr Avantis

ETFs
15.8K
+ 12.56%
$84.95 - $100.62 $1.34M - $1.59M
142K $12.3M
SLV
I Shares Silver Trust

ETFs
47
+ 0.11%
$26.93 - $31.32 $1.27K - $1.47K
42.7K $1.32M
SPSB
Spdr Portfolio Short Term Corp

ETFs
6.5K
+ 72.42%
$29.82 - $30.1 $194K - $196K
15.5K $466K
PULS
Pgim ETF Tr

ETFs
3.82K
+ 12.17%
$49.56 - $49.78 $189K - $190K
35.2K $1.75M
ADP
Automatic Data Processing Inc

Industrials
497
+ 15.18%
$286.85 - $318.64 $143K - $158K
3.77K $1.15M
XLU
Utilities Sector Spdr

ETFs
1.49K
+ 6.25%
$74.7 - $80.27 $111K - $119K
25.3K $1.99M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.88K
+ 2.13%
$42.5 - $46.71 $79.7K - $87.6K
89.9K $4.07M
DGRO
Ishares Core Dividend Growth E

ETFs
2.54K
+ 3.49%
$60.46 - $64.42 $153K - $163K
75.3K $4.65M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.36K
+ 16.34%
$126.11 - $135.06 $172K - $184K
9.68K $1.25M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.58K
+ 30.83%
$49.42 - $50.43 $177K - $181K
15.2K $759K
COF
Capital One Financial Corp

Financial Services
973
+ 33.3%
$163.87 - $209.82 $159K - $204K
3.9K $698K
RWO
Spdr Dow Jones Global Real Est

ETFs
3.61K
+ 13.61%
$41.41 - $45.24 $149K - $163K
30.1K $1.31M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
3.17K
+ 2.0%
$39.61 - $42.65 $126K - $135K
162K $6.6M
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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