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
ARCC
Ares Capital Corp

Financial Services
2.74K
+ 16.54%
$21.28 - $23.81 $58.2K - $65.1K
19.3K $427K
TMC
Tmc The Metals CO Inc.

Basic Materials
36.5K
New
$1.05 - $2.37 $38.3K - $86.4K
36.5K $62K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.24K
+ 14.08%
$38.89 - $41.6 $48.2K - $51.5K
10K $406K
DFSD
Dimensional ETF Tr Short Durat

ETFs
686
+ 1.73%
$46.74 - $47.55 $32.1K - $32.6K
40.2K $1.91M
QCOM
Qualcomm Inc

Technology
381
+ 1.12%
$151.94 - $175.86 $57.9K - $67K
34.4K $5.28M
VOT
Vanguard Mid Cap Growth Index

ETFs
681
+ 5.64%
$237.72 - $276.98 $162K - $189K
12.8K $3.12M
IYH
Ishares Tr

ETFs
185
+ 1.08%
$58.32 - $62.76 $10.8K - $11.6K
17.3K $1.05M
IVE
Ishares S&P 500 Value ETF

ETFs
352
+ 0.81%
$185.78 - $198.58 $65.4K - $69.9K
43.9K $8.36M
MU
Micron Technology Inc

Technology
221
+ 1.73%
$86.89 - $109.38 $19.2K - $24.2K
13K $1.13M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6
+ 3.31%
$1187.71 - $1432.58 $7.13K - $8.6K
187 $267K
MPC
Marathon Petroleum Corp

Energy
272
+ 15.5%
$134.72 - $159.03 $36.6K - $43.3K
2.03K $295K
SHOP
Shopify Inc.

Technology
2.08K
+ 14.97%
$90.59 - $129.31 $189K - $269K
16K $1.53M
IYW
Ishares Dj Us Tech ETF

ETFs
843
+ 21.98%
$140.44 - $166.79 $118K - $141K
4.68K $656K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
10.5K
New
$4.18 - $4.41 $44K - $46.5K
10.5K $44K
NUE
Nucor Corp

Basic Materials
86
+ 0.94%
$114.48 - $142.52 $9.85K - $12.3K
9.2K $1.11M
IP
International Paper CO

Consumer Cyclical
813
+ 11.19%
$49.38 - $60.09 $40.1K - $48.9K
8.08K $431K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
170
+ 2.89%
$68.32 - $75.06 $11.6K - $12.8K
6.06K $452K
IEMG
Ishares Inc

ETFs
730
+ 2.18%
N/A
34.2K $1.83M
LNT
Alliant Energy Corp

Utilities
152
+ 2.76%
$56.66 - $66.04 $8.61K - $10K
5.66K $363K
DPZ
Dominos Pizza Inc

Consumer Cyclical
1
+ 0.1%
$402.33 - $489.71 $402 - $490
959 $440K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
475
+ 9.63%
$81.8 - $88.86 $38.9K - $42.2K
5.41K $456K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
739
+ 14.79%
$121.0 - $142.28 $89.4K - $105K
5.74K $714K
GLW
Corning Inc

Technology
1.24K
+ 10.92%
$44.91 - $54.25 $55.7K - $67.3K
12.6K $577K
SPG
Simon Property Group Inc

Real Estate
1.15K
+ 4.56%
$159.48 - $187.78 $183K - $216K
26.4K $4.38M
RACE
Ferrari N.V.

Consumer Cyclical
77
+ 7.5%
$413.73 - $508.15 $31.9K - $39.1K
1.1K $471K
CTAS
Cintas Corp

Industrials
35
+ 2.77%
$182.09 - $208.14 $6.37K - $7.28K
1.3K $266K
SMMT
Summit Therapeutics Inc.

Healthcare
32
+ 0.13%
$16.65 - $23.76 $533 - $760
25.1K $484K
CHD
Church & Dwight CO Inc

Consumer Defensive
4
+ 0.06%
$101.42 - $113.2 $406 - $453
6.51K $717K
ISRG
Intuitive Surgical Inc

Healthcare
217
+ 7.98%
$476.63 - $610.45 $103K - $132K
2.94K $1.46M
DSI
Ishares Msci Kld 400 Social Et

ETFs
535
+ 18.41%
$101.98 - $115.66 $54.6K - $61.9K
3.44K $352K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
301
+ 11.57%
$191.06 - $228.87 $57.5K - $68.9K
2.9K $556K
MSTR
Microstrategy Inc

Technology
115
+ 6.31%
$239.27 - $396.5 $27.5K - $45.6K
1.94K $558K
GFL
Gfl Environmental Inc.

Industrials
100
+ 1.46%
$41.72 - $48.8 $4.17K - $4.88K
6.96K $336K
BMO
Bank Of Montreal

Financial Services
400
+ 6.44%
$94.92 - $104.14 $38K - $41.7K
6.61K $631K
MBB
Ishares Tr

ETFs
14
+ 0.11%
$90.37 - $94.08 $1.27K - $1.32K
12.7K $1.19M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.64K
+ 4.17%
$25.12 - $26.05 $41.3K - $42.8K
41.1K $1.04M
FTNT
Fortinet, Inc.

Technology
163
+ 2.92%
$92.49 - $114.57 $15.1K - $18.7K
5.75K $553K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
98
+ 20.55%
$634.14 - $744.83 $62.1K - $73K
575 $364K
JNK
Spdr Bloomberg High Yield Bond

ETFs
278
+ 2.56%
$94.86 - $97.12 $26.4K - $27K
11.1K $1.06M
URTH
Ishares Msci World ETF

ETFs
276
+ 3.76%
$151.24 - $164.09 $41.7K - $45.3K
7.62K $1.17M
VIS
Vanguard Industrial ETF

ETFs
125
+ 10.34%
$243.63 - $273.99 $30.5K - $34.2K
1.33K $330K
RMBS
Rambus Inc

Technology
600
+ 7.27%
$51.55 - $68.59 $30.9K - $41.2K
8.85K $458K
IJK
Ishares S&P Midcap 400 Growth

ETFs
850
+ 13.29%
$81.62 - $96.63 $69.4K - $82.1K
7.25K $603K
BDX
Becton Dickinson & CO

Healthcare
69
+ 2.32%
$222.79 - $249.08 $15.4K - $17.2K
3.04K $695K
PRI
Primerica, Inc.

Financial Services
4
+ 0.27%
$271.41 - $296.43 $1.09K - $1.19K
1.51K $428K
HYG
Ishares Tr

ETFs
250
+ 5.69%
$78.51 - $80.11 $19.6K - $20K
4.64K $366K
DNP
Dnp Select Income Fund Inc

Financial Services
221
+ 1.47%
$8.93 - $9.92 $1.97K - $2.19K
15.2K $150K
D
Dominion Energy, Inc

Utilities
142
+ 3.16%
$52.85 - $57.43 $7.5K - $8.16K
4.63K $259K
XYL
Xylem Inc.

Industrials
3
+ 0.07%
$114.02 - $132.04 $342 - $396
4.2K $502K
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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