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
The Alger ETF Trust
190K
New
N/A
190K $0
Ishares Tr
14.5K
New
N/A
14.5K $0
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
4
+ 0.06%
N/A
6.49K $0
Ishares Bitcoin Trust ETF
9.98K
+ 40.01%
N/A
34.9K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
21.3K
New
N/A
21.3K $0
J P Morgan Exchange Traded F
10K
New
N/A
10K $0
J P Morgan Exchange Traded F
121K
+ 81.46%
N/A
270K $0
Solventum Corp
55
+ 1.57%
N/A
3.56K $0
Neos ETF Trust
43
+ 1.0%
N/A
4.36K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
1.14K
+ 9.72%
N/A
12.9K $0
Sezzle Inc
1.91K
New
N/A
1.91K $0
Pgim ETF Tr
12.5K
+ 147.56%
N/A
21K $0
Pimco ETF Tr
67.6K
New
N/A
67.6K $0
Sealsq Corp
2.59K
+ 15.66%
N/A
19.1K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
15.3K
New
N/A
15.3K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
31.6K
+ 151.52%
N/A
52.5K $0
EWCO
Invesco ETF Tr S&P 500 Equal W

ETFs
7
+ 0.08%
N/A
8.45K $0
T Rowe Price ETF Inc
215K
+ 56.56%
N/A
595K $0
AFLG
First Tr Exchange Traded Fd Vi
4.36K
+ 30.52%
N/A
18.6K $0
Goldman Sachs ETF Tr
5.58K
+ 73.95%
N/A
13.1K $0
FSCO
Fs Cr Opportunities Corp Com
7.23K
+ 8.22%
N/A
95.2K $0
Global X Fds
2.76K
+ 28.16%
N/A
12.6K $0
FLQH
Franklin Templeton Libertyq In

ETFs
10.1K
+ 96.03%
N/A
20.6K $0
FJAN
First Exc Trd Viii Cboe Vest U
3.38K
+ 29.6%
N/A
14.8K $0
First Tr Exchng Traded Fd Vi
141
+ 2.03%
N/A
7.08K $0
Goldman Sachs ETF Tr
6.1K
+ 83.94%
N/A
13.4K $0
MSI
Motorola Solutions, Inc.

Technology
19
+ 3.42%
$394.72 - $440.39 $7.5K - $8.37K
574 $241K
DVY
Ishares Tr

ETFs
28
+ 0.59%
$118.37 - $134.86 $3.31K - $3.78K
4.74K $629K
RPM
Rpm International Inc

Basic Materials
87
+ 3.2%
$96.97 - $117.58 $8.44K - $10.2K
2.81K $308K
AFG
American Financial Group Inc

Financial Services
13
+ 0.76%
$116.9 - $132.12 $1.52K - $1.72K
1.72K $217K
LSAT
Two Rds Shared Tr Leadershares

ETFs
12
+ 0.06%
$35.2 - $40.71 $422 - $489
19K $751K
PSA
Public Storage

Real Estate
8
+ 0.38%
$266.31 - $309.77 $2.13K - $2.48K
2.13K $625K
NOG
Northern Oil & Gas, Inc.

Energy
900
+ 4.7%
$20.6 - $32.16 $18.5K - $28.9K
20K $568K
FLNG
Flex Lng Ltd.

Energy
129
+ 0.88%
$20.21 - $24.88 $2.61K - $3.21K
14.7K $323K
ODFL
Old Dominion Freight Line, Inc.

Industrials
1
+ 0.02%
$146.74 - $176.07 $147 - $176
4.46K $724K
AA
Alcoa Corp

Basic Materials
3
+ 0.02%
$22.57 - $30.84 $67.7 - $92.5
14.6K $430K
PRI
Primerica, Inc.

Financial Services
4
+ 0.27%
$244.39 - $290.62 $978 - $1.16K
1.51K $413K
PSEC
Prospect Capital Corp

Financial Services
768
+ 3.86%
$3.14 - $4.06 $2.41K - $3.12K
20.7K $65K
WTRG
Essential Utilities, Inc.

Utilities
30
+ 0.35%
$36.92 - $41.39 $1.11K - $1.24K
8.52K $316K
IAK
Ishares Tr

ETFs
152
+ 1.24%
$122.44 - $138.47 $18.6K - $21K
12.4K $1.67M
HESM
Hess Midstream LP

Energy
6
+ 0.09%
$35.23 - $42.89 $211 - $257
6.66K $256K
WY
Weyerhaeuser CO

Real Estate
110
+ 1.41%
$24.69 - $29.48 $2.72K - $3.24K
7.9K $202K
AWK
American Water Works Company, Inc.

Utilities
46
+ 1.03%
$133.82 - $151.96 $6.16K - $6.99K
4.5K $626K
SAM
Boston Beer CO Inc

Consumer Defensive
60
+ 5.3%
$187.06 - $249.73 $11.2K - $15K
1.19K $227K
TGT
Target Corp

Consumer Defensive
216
+ 1.8%
$88.76 - $105.77 $19.2K - $22.8K
12.2K $1.2M
FDL
First Tr Morningstar Dividend

ETFs
173
+ 0.45%
$38.19 - $43.19 $6.61K - $7.47K
38.7K $1.62M
CHD
Church & Dwight CO Inc

Consumer Defensive
191
+ 2.93%
$91.57 - $110.76 $17.5K - $21.2K
6.7K $644K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
287
+ 6.76%
$225.56 - $335.19 $64.7K - $96.2K
4.53K $1.08M
PG
Procter & Gamble CO

Consumer Defensive
3.59K
+ 5.69%
$157.66 - $172.39 $565K - $618K
66.7K $10.6M
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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