Great Valley Advisor Group, Inc. Incresed Positions in Q1 2025

Great Valley Advisor Group, Inc.

  • $4.13 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VFMO
Vanguard Wellington Fd U S Mom

ETFs
310K
+ 398.6%
$147.38 - $176.39 $45.7M - $54.7M
388K $58.9M
VSDA
Victory Portfolios Ii Victorys

ETFs
649K
+ 167.04%
$49.77 - $53.06 $32.3M - $34.4M
1.04M $53.6M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
417K
+ 47.58%
$64.88 - $72.1 $27.1M - $30.1M
1.29M $85.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
318K
+ 32.14%
$50.39 - $50.66 $16M - $16.1M
1.31M $66.1M
GLDM
World Gold Trust

ETFs
40.9K
+ 4.45%
$52.19 - $61.89 $2.13M - $2.53M
959K $59.4M
FNDX
Schwab Fundamental U S Large C

ETFs
477K
+ 204.44%
$23.03 - $25.01 $11M - $11.9M
711K $16.8M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
132K
+ 238.61%
$73.78 - $76.59 $9.75M - $10.1M
188K $14.4M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
244K
+ 276.17%
$37.06 - $41.11 $9.03M - $10M
332K $13.3M
FNDA
Schwab Fundamental U S Small C

ETFs
368K
+ 278.81%
$26.87 - $30.99 $9.88M - $11.4M
499K $13.7M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
84.9K
+ 8.93%
$76.77 - $82.22 $6.52M - $6.98M
1.04M $82.2M
CGDV
Capital Group Divid Value ETF

ETFs
201K
+ 335.11%
$34.95 - $37.36 $7.01M - $7.5M
261K $9.29M
VOE
Vanguard Mid Cap Value Index F

ETFs
44.1K
+ 125.77%
$156.61 - $168.02 $6.91M - $7.41M
79.2K $12.7M
VO
Vanguard Mid Cap ETF

ETFs
26.5K
+ 38.26%
$251.87 - $277.95 $6.67M - $7.36M
95.7K $24.7M
LVHI
Franklin International Low Vol

ETFs
125K
+ 11.22%
$30.53 - $32.85 $3.81M - $4.1M
1.24M $40.1M
SPTL
Spdr Portfolio Long Term Treas

ETFs
108K
+ 3.98%
$25.54 - $27.64 $2.75M - $2.98M
2.81M $76.7M
META
Meta Platforms, Inc.

Communication Services
10.8K
+ 23.64%
$576.36 - $736.67 $6.23M - $7.97M
56.6K $32.6M
DFIC
Dimensional ETF Tr Dimensional

ETFs
49.2K
+ 2.29%
$25.54 - $28.79 $1.26M - $1.42M
2.19M $60.9M
USFR
Wisdomtree Floating Rate Treas

ETFs
105K
+ 176.1%
$50.29 - $50.5 $5.27M - $5.29M
164K $8.27M
AVEM
American Centy ETF Tr Avantis

ETFs
70.1K
+ 10.28%
$57.11 - $62.4 $4M - $4.37M
752K $45.2M
MS
Morgan Stanley

Financial Services
41.2K
+ 591.2%
$111.68 - $141.08 $4.6M - $5.81M
48.1K $5.62M
SPTS
Spdr Portfolio Short Term Trea

ETFs
149K
+ 181.83%
$28.92 - $29.24 $4.32M - $4.37M
231K $6.77M
PANW
Palo Alto Networks Inc

Technology
25.6K
+ 73.64%
$167.82 - $208.28 $4.29M - $5.33M
60.3K $10.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
32.6K
+ 10.41%
$95.85 - $99.25 $3.13M - $3.24M
346K $34.2M
ECL
Ecolab Inc.

Basic Materials
12.6K
+ 38.14%
$229.72 - $269.82 $2.89M - $3.39M
45.5K $11.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
13.5K
+ 0.85%
$79.17 - $82.04 $1.07M - $1.11M
1.6M $131M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
66.3K
+ 16.2%
$50.72 - $50.92 $3.36M - $3.38M
476K $24.2M
NFLX
Netflix Inc

Communication Services
3.08K
+ 36.24%
$828.4 - $1058.6 $2.55M - $3.26M
11.6K $10.8M
VIG
Vanguard Dividend Appreciation

ETFs
16.1K
+ 24.29%
N/A
82.2K $15M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
109K
+ 20.57%
$29.34 - $31.31 $3.21M - $3.43M
641K $19M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
21.2K
+ 242.67%
$122.86 - $137.9 $2.61M - $2.93M
30K $3.79M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
32.8K
+ 19.79%
$78.0 - $84.37 $2.56M - $2.76M
198K $15.8M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
27.6K
+ 119.65%
N/A
50.8K $4.36M
AMD
Advanced Micro Devices Inc

Technology
27.1K
+ 95.84%
$96.63 - $129.55 $2.62M - $3.51M
55.4K $5.69M
CGGR
Capital Group Growth ETF Shs C

ETFs
65.9K
+ 250.56%
$33.98 - $39.84 $2.24M - $2.63M
92.2K $3.16M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
56K
+ 6.57%
$27.01 - $28.54 $1.51M - $1.6M
907K $25.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
36.7K
+ 35.19%
$56.17 - $59.71 $2.06M - $2.19M
141K $8.06M
CGUS
Capital Group Core Equity ETF
64K
+ 68.78%
$33.08 - $36.62 $2.12M - $2.34M
157K $5.25M
SPYG
Spdr Portfolio

ETFs
46.7K
+ 19.2%
$80.05 - $92.39 $3.74M - $4.31M
290K $23.3M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
38.4K
+ 28.99%
$49.69 - $50.76 $1.91M - $1.95M
171K $8.55M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
22.7K
+ 89.96%
$81.83 - $82.73 $1.86M - $1.88M
47.9K $3.96M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
45.4K
+ 5.5%
$27.64 - $28.58 $1.26M - $1.3M
871K $24.9M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
9.62K
+ 710.26%
$192.82 - $222.1 $1.86M - $2.14M
11K $2.12M
PRF
Invesco Exchange Traded Fd Tr

ETFs
43.6K
+ 94.26%
$39.4 - $42.61 $1.72M - $1.86M
89.9K $3.63M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
38.3K
+ 17.46%
$53.6 - $58.97 $2.05M - $2.26M
258K $14.1M
SRLN
Ssga Active Trust

ETFs
41.8K
+ 165.38%
$41.02 - $41.99 $1.72M - $1.76M
67.1K $2.76M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
32.1K
+ 7.0%
$48.29 - $51.95 $1.55M - $1.67M
490K $24.3M
IEF
Ishares Barclays

ETFs
13.8K
+ 22.66%
$91.17 - $95.39 $1.26M - $1.31M
74.6K $7.11M
FDL
First Tr Morningstar Dividend

ETFs
32.3K
+ 514.37%
$39.69 - $43.83 $1.28M - $1.41M
38.6K $1.67M
VNLA
Janus Henderson Short Duration

ETFs
28.1K
+ 22.22%
$48.89 - $49.21 $1.38M - $1.38M
155K $7.6M
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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