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
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
113
+ 1.59%
$32.0 - $39.87 $3.62K - $4.51K
7.24K $288K
FYX
First Tr Small Cap Core Alphad

ETFs
1
+ 0.03%
$79.22 - $97.28 $79.2 - $97.3
2.88K $280K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3K
+ 1604.28%
$87.84 - $1441.89 $264K - $4.33M
3.19K $287K
UYG
Proshares Ultra Financials

ETFs
5
+ 0.18%
$68.55 - $95.55 $343 - $478
2.75K $262K
LAMR
Lamar Advertising CO

Real Estate
28
+ 1.55%
$102.35 - $121.67 $2.87K - $3.41K
1.84K $223K
TRV
Travelers Companies, Inc.

Financial Services
22
+ 0.8%
$233.83 - $276.34 $5.14K - $6.08K
2.79K $745K
BR
Broadridge Financial Solutions, Inc.

Technology
50
+ 5.3%
$217.22 - $246.25 $10.9K - $12.3K
994 $241K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
376
+ 1.13%
$46.77 - $47.89 $17.6K - $18K
33.7K $1.6M
GAB
Gabelli Equity Trust Inc

Financial Services
135
+ 0.55%
$4.97 - $5.87 $671 - $792
24.5K $142K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
25
+ 0.24%
$37.87 - $42.54 $947 - $1.06K
10.3K $434K
CMBS
Ishares Cmbs ETF

ETFs
18
+ 0.28%
$47.54 - $48.72 $856 - $877
6.45K $314K
CLX
Clorox CO

Consumer Defensive
1.04K
+ 23.64%
$118.01 - $148.69 $123K - $155K
5.45K $653K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
44
+ 0.54%
$27.29 - $29.28 $1.2K - $1.29K
8.21K $240K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
14
+ 0.26%
$41.9 - $50.31 $587 - $704
5.37K $258K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
43
+ 0.66%
$55.57 - $62.73 $2.39K - $2.7K
6.59K $406K
FMB
First Tr Exchange Traded Fd Ii

ETFs
275
+ 1.44%
$49.12 - $50.93 $13.5K - $14K
19.3K $962K
VNQ
Vanguard Specialized Funds Van

ETFs
76
+ 2.14%
$79.79 - $91.42 $6.06K - $6.95K
3.62K $322K
ITW
Illinois Tool Works Inc

Industrials
20
+ 0.4%
$218.41 - $252.43 $4.37K - $5.05K
5.01K $1.24M
Fidelity Covington Trust
285
+ 2.05%
N/A
14.2K $0
First Tr Exchange Traded Fd
52.4K
New
N/A
52.4K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
2.42K
+ 15.36%
N/A
18.1K $0
CGMS
Capital Grp Core Plus Income E
99.8K
+ 4.87%
N/A
2.15M $0
FNY
First Trust Mid Cap Growth Alp
1
+ 0.01%
N/A
8.48K $0
QTUM
ETF Ser Solutions Defiance Qua
67.6K
New
N/A
67.6K $0
UTES
Virtus Reaves Utilities ETF
5.83K
+ 5.85%
N/A
106K $0
Fidelity Covington Trust
57.8K
New
N/A
57.8K $0
Fidelity Wise Origin Bitcoin
368
+ 2.39%
N/A
15.7K $0
FDV
Federated Hermes ETF Tr U S St
193K
+ 14.51%
N/A
1.53M $0
Capital Grp Fixed Incm ETF T
21.6K
+ 69.37%
N/A
52.6K $0
Dimensional ETF Trust
19K
New
N/A
19K $0
Capital Group Conservative E
37.3K
+ 39.08%
N/A
133K $0
Blacksky Technology Inc
2.5K
+ 22.52%
N/A
13.6K $0
Barrick Mng Corp
66.6K
New
N/A
66.6K $0
Astera Labs Inc
90
+ 2.23%
N/A
4.12K $0
Arm Holdings PLC
60
+ 2.64%
N/A
2.34K $0
Arista Networks Inc
804
+ 0.96%
N/A
84.1K $0
IDVO
Amplify ETF Tr Intl Enhanced D
33.9K
+ 5.02%
N/A
708K $0
Wisdomtree Tr
363
+ 2.08%
N/A
17.8K $0
Capital Group Core Balanced
69.6K
+ 25.35%
N/A
344K $0
Capital Group Dividend Growe
4.99K
+ 56.94%
N/A
13.7K $0
Dimensional ETF Trust
19.9K
+ 109.42%
N/A
38K $0
Dimensional ETF Trust
10K
+ 75.96%
N/A
23.2K $0
Celestica Inc
2.08K
New
N/A
2.08K $0
Cava Group Inc
2.39K
+ 8.0%
N/A
32.2K $0
CGSD
Capital Grp Core Plus Income E
33.7K
+ 11.42%
N/A
328K $0
Capital Grp Fixed Incm ETF T
8.18K
+ 11.9%
N/A
76.9K $0
Capital Group New Geography
9.66K
New
N/A
9.66K $0
Capital Group International
12.2K
New
N/A
12.2K $0
Ab Active Etfs Inc
6.82K
+ 2.85%
N/A
247K $0
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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