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
IRM
Iron Mountain Inc

Real Estate
745
+ 28.88%
$82.79 - $111.31 $61.7K - $82.9K
3.33K $286K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
350
+ 6.46%
$117.4 - $131.02 $41.1K - $45.9K
5.77K $690K
ABC
Amerisourcebergen Corp

Healthcare
71
+ 1.3%
N/A
5.54K $1.03M
VPU
Vanguard Utilities ETF

ETFs
10
+ 0.72%
$161.24 - $173.33 $1.61K - $1.73K
1.4K $238K
DFAE
Dimensional ETF Tr

ETFs
238
+ 2.02%
$24.64 - $26.86 $5.86K - $6.39K
12K $311K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
150
+ 2.23%
$78.12 - $83.7 $11.7K - $12.6K
6.88K $554K
FMB
First Tr Exchange Traded Fd Ii

ETFs
433
+ 2.33%
$50.17 - $51.45 $21.7K - $22.3K
19K $960K
CGCP
Capital Group Core Plus Income

ETFs
359
+ 3.14%
$21.94 - $22.64 $7.88K - $8.13K
11.8K $264K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
284
+ 3.6%
$28.55 - $29.09 $8.11K - $8.26K
8.17K $235K
SCCO
Southern Copper Corp

Basic Materials
3
+ 0.08%
$85.92 - $101.48 $258 - $304
3.71K $346K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
344
+ 1.04%
$47.35 - $48.24 $16.3K - $16.6K
33.3K $1.58M
FSMD
Fidelity Covington Tr Small Mi

ETFs
1.11K
+ 6.67%
$38.04 - $43.22 $42.1K - $47.9K
17.7K $694K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3
+ 0.08%
$55.47 - $61.45 $166 - $184
3.71K $218K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
9
+ 0.18%
$58.32 - $65.09 $525 - $586
4.95K $297K
FXG
First Tr Exchange Traded First

ETFs
11
+ 0.18%
$62.56 - $65.85 $688 - $724
6.04K $394K
VAW
Vanguard Materials ETF

ETFs
7
+ 0.36%
$185.71 - $202.46 $1.3K - $1.42K
1.97K $371K
ALE
Allete Inc

Utilities
1
+ 0.02%
$64.9 - $65.91 $64.9 - $65.9
4.08K $268K
VXF
Vanguard Extended Market ETF

ETFs
539
+ 10.59%
$170.36 - $201.04 $91.8K - $108K
5.63K $969K
PFN
Pimco Income Strategy Fund Ii

Financial Services
30
+ 0.22%
$7.41 - $7.64 $222 - $229
13.7K $103K
NINE
Nine Energy Service, Inc.

Energy
500
+ 2.5%
$0.99 - $1.48 $495 - $740
20.5K $23K
Capital Group Core Balanced
212K
+ 336.68%
N/A
275K $0
Sealsq Corp
16.5K
New
N/A
16.5K $0
Dimensional ETF Trust
8.7K
+ 195.2%
N/A
13.2K $0
Dimensional ETF Trust
18.2K
New
N/A
18.2K $0
FJAN
First Exc Trd Viii Cboe Vest U
11.4K
New
N/A
11.4K $0
XSEP
Frst Tr Ex Trd Viii Cboe Vest
138K
+ 233.59%
N/A
198K $0
Blacksky Technology Inc
11.1K
New
N/A
11.1K $0
Ab Active Etfs Inc
19.6K
+ 8.91%
N/A
240K $0
Lithium Amers Corp New
800
+ 5.37%
N/A
15.7K $0
Capital Group Conservative E
84.8K
+ 789.81%
N/A
95.6K $0
Linde PLC
3
+ 0.07%
N/A
4.47K $0
Dimensional ETF Trust
53.7K
+ 3.11%
N/A
1.78M $0
Capital Group Dividend Growe
8.76K
New
N/A
8.76K $0
Capital Grp Fixed Incm ETF T
52.1K
+ 312.88%
N/A
68.7K $0
BYLD
Ishares Tr Yield Optimized Bd
12K
+ 61.3%
N/A
31.6K $0
Cava Group Inc
17.9K
+ 150.63%
N/A
29.8K $0
JGRO
J P Morgan Exchange Traded Fd
497K
+ 311.94%
N/A
657K $0
TFLR
T Rowe Price Exchange Traded F
7.03K
New
N/A
7.03K $0
T Rowe Price ETF Inc
380K
New
N/A
380K $0
Global X Fds
2.82K
+ 40.3%
N/A
9.81K $0
JPHY
Jp Morgan High Yield Research

ETFs
8.67K
+ 1.63%
N/A
541K $0
J P Morgan Exchange Traded F
110K
+ 282.93%
N/A
149K $0
Ge Vernova Inc
3K
+ 108.5%
N/A
5.76K $0
CGMS
Capital Grp Core Plus Income E
5.49K
+ 0.27%
N/A
2.05M $0
Capital Grp Fixed Incm ETF T
17.1K
+ 122.79%
N/A
31.1K $0
CGSD
Capital Grp Core Plus Income E
25.9K
+ 9.62%
N/A
295K $0
CGMU
Capital Group Core Plus Income
80.7K
+ 8.21%
N/A
1.06M $0
Ge Healthcare Technologies I
191
+ 4.97%
N/A
4.04K $0
FLQH
Franklin Templeton Libertyq In

ETFs
10.5K
New
N/A
10.5K $0
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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