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
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
636
+ 3.29%
$66.87 - $79.47 $42.5K - $50.5K
20K $1.59M
ISSC
Innovative Solutions & Support Inc

Industrials
215
+ 1.76%
$5.6 - $14.27 $1.2K - $3.07K
12.4K $172K
VDE
Vanguard Energy ETF

ETFs
1.28K
+ 24.1%
$105.87 - $130.56 $135K - $167K
6.59K $784K
ALL
Allstate Corp

Financial Services
591
+ 11.3%
$180.53 - $212.64 $107K - $126K
5.82K $1.17M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
76
+ 0.59%
$72.61 - $88.75 $5.52K - $6.75K
12.9K $1.15M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
13.7K
New
$5.17 - $5.91 $70.7K - $80.8K
13.7K $80K
RWL
Invesco Exchange Traded Fd Tr

ETFs
125
+ 1.0%
$89.02 - $104.29 $11.1K - $13K
12.6K $1.32M
IJK
Ishares S&P Midcap 400 Growth

ETFs
195
+ 2.69%
$73.7 - $90.98 $14.4K - $17.7K
7.44K $677K
KBE
Spdr S&P Bank ETF

ETFs
808
+ 7.94%
$45.85 - $55.78 $37K - $45.1K
11K $612K
STZ
Constellation Brands, Inc.

Consumer Defensive
1.32K
+ 19.4%
$160.0 - $195.62 $212K - $259K
8.14K $1.32M
ETR
Entergy Corp

Utilities
1.32K
+ 7.6%
$79.01 - $86.61 $104K - $114K
18.6K $1.55M
RJF
Raymond James Financial Inc

Financial Services
61
+ 1.52%
$123.65 - $153.88 $7.54K - $9.39K
4.08K $625K
AEM
Agnico Eagle Mines LTD

Basic Materials
334
+ 12.54%
$99.48 - $124.46 $33.2K - $41.6K
3K $356K
MPC
Marathon Petroleum Corp

Energy
149
+ 7.35%
$118.55 - $170.08 $17.7K - $25.3K
2.18K $361K
KMI
Kinder Morgan, Inc.

Energy
1.18K
+ 3.48%
$25.21 - $29.4 $29.8K - $34.8K
35.2K $1.04M
VTWV
Vanguard Russell 2000 Value Et

ETFs
177
+ 2.78%
$116.09 - $139.09 $20.5K - $24.6K
6.55K $911K
RWO
Spdr Dow Jones Global Real Est

ETFs
1.06K
+ 3.5%
$38.85 - $45.0 $41K - $47.5K
31.2K $1.38M
URI
United Rentals, Inc.

Industrials
11
+ 2.93%
$551.94 - $753.4 $6.07K - $8.29K
387 $291K
SAP
Sap Se

Technology
11
+ 0.75%
$237.53 - $309.8 $2.61K - $3.41K
1.48K $450K
HCA
Hca Healthcare, Inc.

Healthcare
71
+ 10.5%
$317.61 - $387.52 $22.6K - $27.5K
747 $286K
MTB
M&T Bank Corp

Financial Services
5
+ 0.15%
$156.58 - $193.99 $783 - $970
3.39K $656K
AZN
Astrazeneca PLC

Healthcare
957
+ 23.97%
$64.87 - $75.0 $62.1K - $71.8K
4.95K $345K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
374
+ 13.64%
$68.68 - $84.86 $25.7K - $31.7K
3.12K $264K
SMMT
Summit Therapeutics Inc.

Healthcare
40
+ 0.16%
$16.64 - $36.7 $666 - $1.47K
25.2K $535K
GWW
W.W. Grainger, Inc.

Industrials
1
+ 0.11%
$919.93 - $1101.66 $920 - $1.1K
942 $979K
WPM
Wheaton Precious Metals Corp.

Basic Materials
45
+ 1.23%
$70.56 - $92.75 $3.18K - $4.17K
3.71K $333K
CAH
Cardinal Health Inc

Healthcare
6
+ 0.39%
$125.0 - $168.0 $750 - $1.01K
1.56K $261K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
11.5K
New
$3.35 - $3.97 $38.4K - $45.5K
11.5K $45K
INCY
Incyte Corp

Healthcare
5
+ 0.09%
$55.17 - $71.22 $276 - $356
5.77K $392K
SLS
Sellas Life Sciences Group, Inc.

Healthcare
20K
New
$1.04 - $2.19 $20.8K - $43.8K
20K $43K
CMI
Cummins Inc

Industrials
3
+ 0.11%
$267.12 - $336.65 $801 - $1.01K
2.84K $929K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
380
+ 4.18%
$25.92 - $33.03 $9.85K - $12.6K
9.48K $313K
IEMG
Ishares Inc

ETFs
680
+ 1.99%
N/A
34.8K $1.87M
VAW
Vanguard Materials ETF

ETFs
119
+ 6.05%
$163.82 - $196.64 $19.5K - $23.4K
2.09K $406K
SWKS
Skyworks Solutions, Inc.

Technology
32
+ 0.98%
$49.2 - $74.95 $1.57K - $2.4K
3.28K $244K
XYLD
Global X Fds S&P 500 Covered C

ETFs
935
+ 17.95%
$35.62 - $39.64 $33.3K - $37.1K
6.14K $239K
SCCO
Southern Copper Corp

Basic Materials
36
+ 0.97%
$75.63 - $104.64 $2.72K - $3.77K
3.74K $378K
RYLD
Global X Fds Russell 2000 Cove

ETFs
2.33K
+ 20.47%
$13.37 - $15.25 $31.2K - $35.6K
13.7K $204K
WM
Waste Management Inc

Industrials
249
+ 2.61%
$216.47 - $242.1 $53.9K - $60.3K
9.79K $2.24M
MCO
Moodys Corp

Financial Services
2
+ 0.24%
$396.7 - $501.59 $793 - $1K
847 $424K
NVR
Nvr Inc

Consumer Cyclical
3
+ 5.66%
$6700.0 - $7410.93 $20.1K - $22.2K
56 $413K
TROW
Price T Rowe Group Inc

Financial Services
54
+ 1.04%
$80.27 - $98.06 $4.33K - $5.3K
5.23K $504K
MLPX
Global X Mlp & Energy Infrastr

ETFs
733
+ 4.2%
$55.32 - $65.02 $40.5K - $47.7K
18.2K $1.14M
IOO
Ishares Tr Global 100 ETF

ETFs
1
+ 0.05%
$84.95 - $107.81 $85 - $108
2.16K $233K
PFF
Ishares Trust Ishares Pfd And

ETFs
848
+ 5.48%
$29.0 - $30.68 $24.6K - $26K
16.3K $500K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
28
+ 0.16%
$46.92 - $55.01 $1.31K - $1.54K
17.6K $955K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
355
+ 2.39%
$49.73 - $51.44 $17.7K - $18.3K
15.2K $780K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
66
+ 1.72%
$72.32 - $86.4 $4.77K - $5.7K
3.9K $337K
ILCB
Ishares Morningstar U.S. Equit

ETFs
7
+ 0.27%
$68.63 - $85.78 $480 - $600
2.61K $223K
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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