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
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
17.9K
+ 15.01%
$18.11 - $18.97 $325K - $340K
137K $2.59M
VGT
Vanguard Information Technolog

ETFs
20
+ 0.82%
$470.37 - $663.28 $9.41K - $13.3K
2.46K $1.63M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
9.11K
+ 78.29%
$23.4 - $29.68 $213K - $271K
20.8K $616K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
3.85K
+ 6.53%
$23.95 - $29.34 $92.1K - $113K
62.7K $1.84M
MSTR
Microstrategy Inc

Technology
183
+ 9.45%
$237.95 - $421.61 $43.5K - $77.2K
2.12K $856K
BLOK
Amplify ETF Tr Trnsformational

ETFs
5.16K
New
$32.56 - $57.11 $168K - $295K
5.16K $294K
VDC
Vanguard Consumer Staples ETF

ETFs
1.32K
New
$204.89 - $224.73 $271K - $297K
1.32K $289K
RTX
Raytheon Technologies Corp

Industrials
407
+ 2.5%
$113.75 - $148.48 $46.3K - $60.4K
16.7K $2.44M
IRBO
Ishares Robotics & Artificial

ETFs
8.59K
New
N/A
8.59K $275K
SHV
Ishares Tr

ETFs
2.49K
+ 11.73%
$110.06 - $110.46 $274K - $275K
23.7K $2.62M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
6.45K
New
$37.24 - $41.76 $240K - $269K
6.45K $269K
IBKR
Interactive Brokers Group, Inc.

Financial Services
4.81K
New
$50.53 - $212.53 $243K - $1.02M
4.81K $266K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
7.32K
New
$32.77 - $36.44 $240K - $267K
7.32K $266K
AMSC
American Superconductor Corp

Industrials
7.24K
New
$15.8 - $37.12 $114K - $269K
7.24K $265K
ARGX
Argenx Se

Healthcare
522
+ 91.9%
$532.27 - $656.65 $278K - $343K
1.09K $600K
VEU
Vanguard Ftse All World Ex Us

ETFs
418
+ 1.17%
$54.19 - $67.22 $22.7K - $28.1K
36.2K $2.44M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.34K
+ 6.09%
$35.3 - $37.51 $188K - $200K
93K $3.49M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.5K
+ 14.82%
$59.24 - $71.39 $148K - $179K
19.4K $1.38M
ROM
Proshares Ultra Technology

ETFs
3.45K
New
$39.98 - $76.11 $138K - $262K
3.45K $262K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.58K
+ 14.88%
$100.35 - $100.71 $259K - $260K
19.9K $2M
NVMI
Nova Ltd.

Technology
938
New
$162.03 - $275.2 $152K - $258K
938 $258K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.2K
+ 11.14%
$86.93 - $109.64 $104K - $132K
12K $1.31M
AOA
Ishares Tr Core Aggressive All

ETFs
3.07K
New
$69.46 - $83.4 $213K - $256K
3.07K $255K
DISV
Dimensional ETF Tr Dimensional

ETFs
6.68K
+ 88.24%
$25.93 - $32.91 $173K - $220K
14.3K $469K
VRT
Vertiv Holdings CO

Industrials
2.85K
+ 7.09%
N/A
43K $3.72M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
3.05K
+ 7.11%
$27.46 - $33.2 $83.8K - $101K
46K $1.53M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
4.98K
New
$35.38 - $48.3 $176K - $240K
4.98K $240K
THC
Tenet Healthcare Corp

Healthcare
1.37K
New
$110.41 - $176.0 $151K - $240K
1.37K $240K
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
6.77K
New
$29.0 - $35.55 $196K - $241K
6.77K $240K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.71K
+ 11.9%
$90.85 - $102.31 $246K - $277K
25.5K $2.56M
SYF
Synchrony Financial

Financial Services
3.57K
New
$43.81 - $66.74 $156K - $238K
3.57K $238K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
194
+ 1.15%
$61.92 - $81.5 $12K - $15.8K
17K $1.38M
MAS
Masco Corp

Industrials
3.61K
New
$58.73 - $71.06 $212K - $257K
3.61K $232K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
10.5K
New
$21.55 - $22.2 $227K - $233K
10.5K $232K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
10.3K
New
$22.18 - $23.36 $229K - $241K
10.3K $231K
IWD
Ishares Russell 1000 Val ETF

ETFs
381
+ 1.49%
$166.82 - $194.23 $63.6K - $74K
26K $5.05M
UGI
Ugi Corp

Utilities
6.3K
New
$30.18 - $36.59 $190K - $230K
6.3K $229K
AVY
Avery Dennison Corp

Industrials
1.3K
New
$159.58 - $183.97 $208K - $240K
1.3K $228K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.49K
+ 2.98%
$116.93 - $119.39 $174K - $178K
51.4K $6.12M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
3.32K
New
$54.98 - $67.95 $182K - $225K
3.32K $223K
HEZU
Ishares Currency Hedged Msci E

ETFs
5.38K
New
$34.68 - $41.63 $187K - $224K
5.38K $220K
GDDY
Go Daddy Inc.

Technology
1.21K
New
$162.11 - $192.36 $197K - $233K
1.21K $218K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.18K
New
$41.45 - $54.46 $173K - $228K
4.18K $217K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
2.92K
+ 78.89%
$52.84 - $65.52 $154K - $192K
6.63K $434K
CTVA
Corteva, Inc.

Basic Materials
2.88K
New
$55.52 - $74.53 $160K - $214K
2.88K $214K
VTWG
Vanguard Russell 2000 Growth E

ETFs
147
+ 1.78%
$163.6 - $208.47 $24K - $30.6K
8.42K $1.75M
TDIV
First Trust Nasdaq Technology

ETFs
119
+ 0.97%
$64.41 - $90.17 $7.66K - $10.7K
12.4K $1.11M
IQLT
Ishares Msci Intl Quality Fact

ETFs
4.91K
New
$35.9 - $43.76 $176K - $215K
4.91K $212K
ROAD
Construction Partners, Inc.

Industrials
2K
New
$68.75 - $110.36 $138K - $221K
2K $212K
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
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