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
VBR
Vanguard Small Cap Value ETF

ETFs
401
+ 5.18%
$183.02 - $207.75 $73.4K - $83.3K
8.15K $1.52M
PWR
Quanta Services, Inc.

Industrials
94
+ 13.41%
$236.71 - $358.03 $22.3K - $33.7K
795 $202K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.6K
+ 5.53%
$16.57 - $18.85 $26.5K - $30.1K
30.5K $506K
IBB
Ishares Biotechnology ETF

ETFs
27
+ 0.48%
$127.9 - $140.56 $3.45K - $3.8K
5.68K $726K
CMI
Cummins Inc

Industrials
227
+ 8.7%
$312.92 - $386.07 $71K - $87.6K
2.84K $888K
MTB
M&T Bank Corp

Financial Services
37
+ 1.11%
$170.47 - $201.98 $6.31K - $7.47K
3.38K $604K
SAM
Boston Beer CO Inc

Consumer Defensive
140
+ 14.11%
$219.16 - $301.26 $30.7K - $42.2K
1.13K $270K
HYD
Vaneck High Yield Muni ETF

ETFs
617
+ 0.73%
$50.79 - $52.53 $31.3K - $32.4K
85.1K $4.35M
IAI
Ishares Tr Us Broker Dealers &

ETFs
133
+ 1.1%
$134.68 - $159.3 $17.9K - $21.2K
12.3K $1.72M
STRL
Sterling Construction CO Inc

Industrials
1.82K
+ 41.84%
$108.65 - $200.56 $198K - $365K
6.16K $697K
SRE
Sempra Energy

Utilities
430
+ 9.51%
$67.85 - $87.67 $29.2K - $37.7K
4.95K $353K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
149
+ 0.16%
$44.81 - $46.22 $6.68K - $6.89K
90.8K $4.09M
VTWV
Vanguard Russell 2000 Value Et

ETFs
194
+ 3.14%
$131.51 - $149.24 $25.5K - $29K
6.37K $848K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
59
+ 0.31%
$75.47 - $84.24 $4.45K - $4.97K
19.4K $1.49M
IXN
Ishares Global Information Tec

ETFs
97
+ 1.33%
$75.73 - $88.4 $7.35K - $8.57K
7.41K $561K
URA
Global X Uranium ETF

ETFs
1.25K
+ 5.34%
$22.92 - $30.98 $28.7K - $38.7K
24.7K $565K
RJF
Raymond James Financial Inc

Financial Services
1
+ 0.02%
$137.62 - $172.64 $138 - $173
4.02K $557K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
19
+ 0.69%
$203.38 - $274.79 $3.86K - $5.22K
2.78K $571K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
2.75K
+ 15.56%
$18.53 - $29.07 $51K - $80K
20.4K $387K
IWL
Ishares Tr Russell 200 ETF

ETFs
768
+ 3.23%
$135.83 - $151.73 $104K - $117K
24.6K $3.38M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
9
+ 0.08%
$96.93 - $109.51 $872 - $986
10.8K $1.06M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
5
+ 0.24%
$522.96 - $601.18 $2.61K - $3.01K
2.13K $1.13M
LOW
Lowes Companies Inc

Consumer Cyclical
1.6K
+ 4.83%
$222.66 - $268.42 $356K - $429K
34.7K $8.09M
NKE
Nike, Inc.

Consumer Cyclical
1.05K
+ 8.47%
$63.29 - $81.72 $66.6K - $86.1K
13.5K $856K
ROST
Ross Stores, Inc.

Consumer Cyclical
13
+ 0.36%
$123.3 - $154.95 $1.6K - $2.01K
3.64K $464K
DELL
Dell Technologies Inc.

Technology
78
+ 1.92%
$90.34 - $124.66 $7.05K - $9.72K
4.15K $377K
MRNA
Moderna, Inc.

Healthcare
141
+ 1.96%
$28.35 - $47.53 $4K - $6.7K
7.33K $207K
TROW
Price T Rowe Group Inc

Financial Services
74
+ 1.45%
$91.57 - $116.93 $6.78K - $8.65K
5.17K $475K
DFUS
Dimensional ETF Tr U S Equity

ETFs
1
+ 0.0%
$59.61 - $66.71 $59.6 - $66.7
31.5K $1.91M
CCL
Carnival Corp

Consumer Cyclical
571
+ 2.62%
$19.08 - $28.49 $10.9K - $16.3K
22.3K $436K
IJS
Ishares S&P Smallcap 600 Value

ETFs
72
+ 0.66%
$96.3 - $112.23 $6.93K - $8.08K
11K $1.07M
SOXX
Ishares Semiconductor ETF

ETFs
109
+ 2.02%
$188.17 - $235.81 $20.5K - $25.7K
5.5K $1.03M
VV
Vanguard Large Cap ETF

ETFs
619
+ 2.69%
$253.32 - $282.66 $157K - $175K
23.6K $6.07M
VGT
Vanguard Information Technolog

ETFs
85
+ 3.6%
$542.38 - $646.34 $46.1K - $54.9K
2.44K $1.33M
CEG
Constellation Energy Corp

Utilities
33
+ 0.48%
$201.63 - $347.44 $6.65K - $11.5K
6.89K $1.39M
VTWG
Vanguard Russell 2000 Growth E

ETFs
109
+ 1.34%
$185.73 - $221.19 $20.2K - $24.1K
8.27K $1.54M
AI
C3.Ai, Inc.

Technology
200
+ 1.48%
$20.92 - $36.93 $4.18K - $7.39K
13.7K $288K
CAT
Caterpillar Inc

Industrials
444
+ 4.39%
$326.75 - $407.63 $145K - $181K
10.6K $3.48M
VB
Vanguard Small Cap ETF

ETFs
4.7K
+ 6.98%
$217.89 - $252.64 $1.02M - $1.19M
72.1K $16M
TGT
Target Corp

Consumer Defensive
754
+ 6.71%
$103.65 - $142.5 $78.2K - $107K
12K $1.25M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.26K
+ 3.22%
$24.91 - $29.02 $131K - $153K
169K $4.22M
MRVL
Marvell Technology, Inc.

Technology
100
+ 1.38%
$61.57 - $126.06 $6.16K - $12.6K
7.36K $453K
TTD
Trade Desk, Inc.

Technology
1.12K
+ 16.75%
$53.59 - $126.58 $59.9K - $142K
7.79K $426K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
265
+ 1.97%
$254.58 - $302.92 $67.5K - $80.3K
13.7K $3.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
6.93K
+ 5.6%
$92.45 - $106.69 $641K - $740K
131K $12.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.12K
+ 1.33%
$57.21 - $65.8 $121K - $139K
161K $9.42M
DAL
Delta Air Lines, Inc.

Industrials
3.96K
+ 9.45%
$43.6 - $69.06 $172K - $273K
45.8K $2M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.3K
+ 2.65%
$551.42 - $612.93 $718K - $798K
50.3K $28.2M
DIS
Walt Disney CO

Communication Services
656
+ 1.24%
$96.87 - $114.0 $63.5K - $74.8K
53.4K $5.27M
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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