Great Valley Advisor Group, Inc. Incresed Positions in Q4 2024

Great Valley Advisor Group, Inc.

  • $4.07 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPAB
Spdr Portfolio Aggregate Bond

ETFs
150K
+ 7.68%
$24.94 - $26.14 $3.74M - $3.92M
2.1M $52.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
593K
+ 229.11%
$26.93 - $84.95 $16M - $50.3M
851K $23.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
20.9K
+ 15.14%
$61.68 - $67.87 $1.29M - $1.42M
159K $9.92M
CGUS
Capital Group Core Equity ETF
34.4K
+ 58.66%
$33.96 - $36.24 $1.17M - $1.25M
93.1K $3.25M
CDNS
Cadence Design Systems Inc

Technology
941
+ 2.96%
$249.1 - $324.54 $234K - $305K
32.7K $9.82M
MCK
Mckesson Corp

Healthcare
724
+ 6.9%
$482.27 - $628.5 $349K - $455K
11.2K $6.4M
AOA
Ishares Tr Core Aggressive All

ETFs
16.5K
+ 63.02%
$76.61 - $79.88 $1.27M - $1.32M
42.8K $3.28M
AVUV
American Centy ETF Tr Avantis

ETFs
11.7K
+ 10.22%
$94.37 - $106.41 $1.1M - $1.24M
126K $12.1M
IVV
Ishares Core S&P 500 ETF

ETFs
1.38K
+ 4.39%
$570.51 - $610.59 $785K - $840K
32.8K $19.3M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.19K
+ 23.18%
$311.11 - $335.64 $992K - $1.07M
17K $5.46M
PULS
Pgim ETF Tr

ETFs
22.5K
+ 252.8%
$49.51 - $49.79 $1.11M - $1.12M
31.4K $1.56M
XLK
Technology Sector Spdr

ETFs
3.18K
+ 6.01%
$220.26 - $241.44 $701K - $769K
56.1K $13M
MGC
Vanguard Mega Cap ETF

ETFs
2.8K
+ 4.3%
$204.21 - $220.18 $572K - $617K
67.9K $14.4M
MUB
Ishares National Muni Bond ETF

ETFs
14.6K
+ 5.27%
$105.78 - $108.7 $1.54M - $1.58M
291K $31M
PAVE
Global X Fds Us Infrastructure

ETFs
32.8K
+ 6.94%
$40.41 - $45.95 $1.33M - $1.51M
505K $20.4M
AVUS
American Centy ETF Tr Avantis

ETFs
7.07K
+ 4.5%
$94.36 - $102.06 $667K - $721K
164K $15.9M
SPTS
Spdr Portfolio Short Term Trea

ETFs
32.6K
+ 65.99%
$28.88 - $29.33 $943K - $957K
82.1K $2.38M
DHS
Wisdomtree Tr U.S

ETFs
10.1K
+ 24.21%
$92.66 - $100.58 $936K - $1.02M
51.8K $4.84M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.08K
+ 9.81%
$113.92 - $127.38 $1.03M - $1.16M
102K $11.7M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.24K
+ 17.49%
$275.15 - $388.2 $341K - $481K
8.33K $2.85M
SLB
Schlumberger Limited

Energy
21.8K
+ 155.28%
$36.83 - $45.59 $802K - $993K
35.8K $1.37M
JNK
Spdr Bloomberg High Yield Bond

ETFs
8.27K
+ 320.84%
$94.77 - $97.36 $784K - $805K
10.8K $1.04M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.81K
+ 7.67%
$238.25 - $261.28 $907K - $994K
53.4K $12.9M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
20.2K
+ 26.06%
$41.17 - $43.34 $831K - $875K
97.7K $4.04M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
21.1K
+ 72.93%
$30.04 - $32.01 $633K - $675K
50K $1.57M
MSFT
Microsoft Corp

Technology
5.15K
+ 3.02%
$406.35 - $454.46 $2.09M - $2.34M
176K $74.1M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
5.14K
+ 142.22%
$128.97 - $141.41 $663K - $726K
8.75K $1.14M
TJX
Tjx Companies Inc

Consumer Cyclical
4.17K
+ 10.84%
$112.15 - $127.2 $468K - $531K
42.7K $5.16M
DHR
Danaher Corp

Healthcare
2.93K
+ 178.19%
$226.16 - $274.52 $663K - $805K
4.58K $1.05M
SPTL
Spdr Portfolio Long Term Treas

ETFs
288K
+ 11.91%
$26.05 - $29.17 $7.51M - $8.41M
2.71M $70.9M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
16.5K
+ 34.77%
$36.54 - $37.53 $601K - $618K
63.8K $2.35M
FDX
Fedex Corp

Industrials
1.31K
+ 5.16%
$260.5 - $305.15 $340K - $399K
26.6K $7.49M
VSMV
Victoryshares Us Multifactor M

ETFs
15.4K
+ 4.77%
$47.81 - $50.6 $734K - $777K
337K $16.2M
PCAR
Paccar Inc

Industrials
3.13K
+ 7.3%
$97.92 - $118.41 $307K - $371K
46.1K $4.79M
COST
Costco Wholesale Corp

Consumer Defensive
62
+ 0.38%
$873.59 - $994.69 $54.2K - $61.7K
16.6K $15.2M
CGDV
Capital Group Divid Value ETF

ETFs
16.5K
+ 37.9%
$35.16 - $37.12 $579K - $611K
59.9K $2.11M
OXY
Occidental Petroleum Corp

Energy
11.7K
+ 34.84%
$45.36 - $55.91 $532K - $655K
45.4K $2.24M
DE
Deere & CO

Industrials
1.11K
+ 19.9%
$389.45 - $466.0 $433K - $518K
6.7K $2.84M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.5K
+ 17.43%
$172.07 - $207.36 $259K - $312K
10.1K $2M
CGGR
Capital Group Growth ETF Shs C

ETFs
12.5K
+ 90.76%
$34.49 - $39.24 $432K - $491K
26.3K $977K
AJG
Arthur J. Gallagher & Co.

Financial Services
1.59K
+ 10.76%
$278.49 - $315.16 $442K - $500K
16.3K $4.64M
MGV
Vanguard Mega Cap Value

ETFs
4.21K
+ 32.71%
$124.06 - $133.48 $523K - $562K
17.1K $2.13M
CI
Cigna Corp

Healthcare
3.83K
+ 46.57%
$265.59 - $358.58 $1.02M - $1.37M
12.1K $3.33M
SCHW
Schwab Charles Corp

Financial Services
2.6K
+ 8.6%
$63.31 - $82.85 $165K - $215K
32.8K $2.43M
INTC
Intel Corp

Technology
28.2K
+ 75.49%
$19.07 - $26.23 $538K - $740K
65.6K $1.32M
APO
Apollo Global Management, Inc.

Financial Services
1.84K
+ 57.28%
$131.36 - $178.61 $241K - $328K
5.04K $833K
VSDA
Victory Portfolios Ii Victorys

ETFs
24.7K
+ 6.8%
$50.67 - $55.17 $1.25M - $1.36M
389K $19.8M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
30.2K
+ 16.98%
$34.13 - $37.35 $1.03M - $1.13M
208K $7.09M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.63K
+ 3.54%
$442.29 - $483.08 $720K - $786K
47.6K $21.6M
Activity Summary
Buys All Purchases 477 New Holdings 60 Increased Positions 417 Sells All Sells 322 Reductions 322 Sold out 0 Options Calls 0 Puts 0
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