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
J P Morgan Exchange Traded F
8.79K
+ 7.01%
N/A
134K $0
Blackrock ETF Trust Ii
11.5K
New
N/A
11.5K $0
FDLO
Fidelity Covington Tr Low Vola

ETFs
2
+ 0.01%
$59.43 - $63.22 $119 - $126
14.3K $865K
Victory Portfolios Ii
8.27K
New
N/A
8.27K $0
UTES
Virtus Reaves Utilities ETF
3.95K
+ 4.12%
N/A
99.7K $0
FDV
Federated Hermes ETF Tr U S St
1.33M
New
N/A
1.33M $0
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.92K
+ 12.9%
$67.24 - $84.27 $129K - $162K
16.8K $1.15M
EWCO
Invesco ETF Tr S&P 500 Equal W

ETFs
124
+ 1.49%
N/A
8.44K $0
Wisdomtree Bitcoin Fd
3.79K
New
N/A
3.79K $0
AMP
Ameriprise Financial Inc

Financial Services
108
+ 9.96%
$472.29 - $575.13 $51K - $62.1K
1.19K $577K
Fidelity Covington Trust
10K
+ 18.65%
N/A
63.7K $0
YEAR
Ab Active Etfs Inc Ultra Short
1.5K
+ 11.53%
N/A
14.5K $0
Fidelity Covington Trust
13.9K
New
N/A
13.9K $0
Pgim ETF Tr
8.47K
New
N/A
8.47K $0
Ishares Bitcoin Trust ETF
17.4K
+ 232.64%
N/A
24.9K $0
Seastar Medical Holding Corp
10K
New
N/A
10K $0
Victory Portfolios Ii
340K
+ 30.8%
N/A
1.45M $0
Maplebear Inc
858
+ 7.94%
N/A
11.7K $0
AFLG
First Tr Exchange Traded Fd Vi
14.3K
New
N/A
14.3K $0
MGEE
Mge Energy Inc

Utilities
186
+ 1.11%
$85.7 - $94.18 $15.9K - $17.5K
16.9K $1.57M
Goldman Sachs ETF Tr
1.04K
+ 16.65%
N/A
7.27K $0
FSCO
Fs Cr Opportunities Corp Com
408
+ 0.47%
N/A
88K $0
Morgan Stanley ETF Trust
23
+ 0.37%
N/A
6.18K $0
Goldman Sachs ETF Tr
478
+ 6.76%
N/A
7.55K $0
FTGS
First Tr Exchange Traded Fd Gr
36.9K
New
N/A
36.9K $0
Arm Holdings PLC
36
+ 1.61%
N/A
2.28K $0
Arista Networks Inc
7.84K
+ 10.39%
N/A
83.3K $0
Neos ETF Trust
4.32K
New
N/A
4.32K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
6.19K
+ 111.84%
N/A
11.7K $0
ADM
Archer Daniels Midland CO

Consumer Defensive
354
+ 5.0%
$45.22 - $52.17 $16K - $18.5K
7.43K $356K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
5
+ 0.13%
$92.03 - $93.95 $460 - $470
3.96K $365K
PSEC
Prospect Capital Corp

Financial Services
338
+ 1.73%
$4.1 - $4.45 $1.39K - $1.5K
19.9K $81K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
358
+ 15.02%
$76.24 - $95.41 $27.3K - $34.2K
2.74K $213K
AXP
American Express CO

Financial Services
294
+ 9.68%
$255.39 - $325.87 $75.1K - $95.8K
3.33K $896K
BIIB
Biogen Inc.

Healthcare
310
+ 10.4%
$133.43 - $153.27 $41.4K - $47.5K
3.29K $450K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
163
+ 3.4%
$49.85 - $56.22 $8.13K - $9.16K
4.96K $251K
IYJ
Ishares Tr

ETFs
2
+ 0.1%
$127.48 - $142.0 $255 - $284
1.96K $255K
IGV
Ishares Expanded Tech Software

ETFs
189
+ 8.94%
$88.3 - $107.83 $16.7K - $20.4K
2.3K $205K
XYLD
Global X Fds S&P 500 Covered C

ETFs
116
+ 2.28%
$39.02 - $42.89 $4.53K - $4.98K
5.21K $205K
APP
App Lovin Corp

Technology
551
+ 20.93%
$238.08 - $510.13 $131K - $281K
3.18K $843K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
409
+ 5.48%
$96.85 - $111.39 $39.6K - $45.6K
7.87K $776K
FXO
First Tr Exchange Traded Fd Fi

ETFs
20
+ 0.21%
$50.93 - $57.24 $1.02K - $1.14K
9.64K $510K
TLRY
Tilray Brands, Inc.

Healthcare
7.25K
+ 31.96%
$0.59 - $1.46 $4.28K - $10.6K
29.9K $19K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.76K
+ 28.26%
$65.15 - $91.81 $114K - $161K
7.97K $519K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
3
+ 0.09%
$119.84 - $136.1 $360 - $408
3.41K $412K
FNK
First Trust Mid Cap Value Alph

ETFs
1
+ 0.03%
$48.96 - $55.86 $49 - $55.9
3.98K $200K
ANSS
Ansys Inc

Technology
20
+ 1.95%
$316.56 - $360.36 $6.33K - $7.21K
1.05K $331K
FIS
Fidelity National Information Services, Inc.

Technology
192
+ 3.82%
$68.12 - $83.42 $13.1K - $16K
5.22K $389K
SWK
Stanley Black & Decker, Inc.

Industrials
60
+ 1.0%
$76.43 - $90.41 $4.59K - $5.42K
6.09K $467K
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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