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
PHYS
Sprott Physical Gold Trust

Financial Services
39K
+ 34.01%
$20.25 - $24.06 $790K - $938K
154K $3.7M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
25K
+ 12.04%
$33.84 - $37.77 $847K - $945K
233K $8.47M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
18.2K
+ 488.15%
$73.11 - $77.43 $1.33M - $1.41M
21.9K $1.66M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
28.2K
+ 408.49%
$44.41 - $45.98 $1.25M - $1.3M
35.1K $1.6M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
57.5K
+ 15.68%
$51.45 - $58.51 $2.96M - $3.36M
424K $22M
VTV
Vanguard Value ETF

ETFs
3.88K
+ 2.65%
$167.73 - $179.21 $651K - $695K
150K $25.9M
COST
Costco Wholesale Corp

Consumer Defensive
722
+ 4.35%
$890.62 - $1076.86 $643K - $777K
17.3K $16.4M
CRWD
Crowd Strike Holdings, Inc.

Technology
3.01K
+ 36.08%
$308.86 - $455.36 $928K - $1.37M
11.3K $4M
MO
Altria Group, Inc.

Consumer Defensive
111
+ 0.08%
$50.81 - $60.02 $5.64K - $6.66K
147K $8.84M
BND
Vanguard Bd Index Fd Inc Total

ETFs
14.2K
+ 26.87%
$71.17 - $73.66 $1.01M - $1.05M
67.2K $4.94M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
17.3K
+ 59.66%
$67.03 - $74.61 $1.16M - $1.29M
46.2K $3.14M
VRT
Vertiv Holdings CO

Industrials
11.4K
+ 39.53%
N/A
40.1K $3.48M
TIP
Ishares Tr Tips Bd ETF

ETFs
6.29K
+ 10.99%
$106.22 - $111.09 $668K - $699K
63.5K $7.05M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
23.8K
+ 37.36%
$36.63 - $37.45 $873K - $893K
87.6K $3.23M
VEA
Vanguard Ftse Developed Market

ETFs
3.31K
+ 1.41%
$47.4 - $52.99 $157K - $176K
239K $12.1M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
25.2K
+ 295.39%
$31.42 - $34.87 $793K - $880K
33.8K $1.14M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
11.8K
+ 22.14%
$211.47 - $267.17 $2.5M - $3.16M
65.3K $13.8M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
16.7K
+ 9.62%
$37.07 - $40.63 $620K - $680K
191K $7.51M
APO
Apollo Global Management, Inc.

Financial Services
7.01K
+ 138.88%
$126.01 - $172.06 $883K - $1.21M
12K $1.65M
ABT
Abbott Laboratories

Healthcare
2.37K
+ 9.45%
$111.1 - $140.22 $264K - $333K
27.5K $3.64M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
43.7K
+ 57.66%
$19.04 - $20.15 $832K - $881K
120K $2.28M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
27.4K
+ 16.48%
$26.64 - $27.14 $731K - $745K
194K $5.2M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
12.7K
+ 41.8%
$77.33 - $90.16 $983K - $1.15M
43.1K $3.38M
KO
Coca Cola CO

Consumer Defensive
3.41K
+ 6.74%
$60.81 - $72.32 $208K - $247K
54K $3.87M
ENPH
Enphase Energy, Inc.

Technology
13.3K
+ 79.79%
$52.87 - $73.51 $705K - $980K
30K $1.86M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
14.8K
+ 65.04%
$47.47 - $48.84 $700K - $721K
37.4K $1.79M
COIN
Coinbase Global, Inc.

Technology
5.15K
+ 190.0%
$172.23 - $301.3 $886K - $1.55M
7.86K $1.35M
EME
Emcor Group, Inc.

Industrials
3K
+ 48.83%
$361.16 - $535.99 $1.08M - $1.61M
9.14K $3.38M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
8.43K
+ 13.39%
$52.31 - $54.02 $441K - $455K
71.4K $3.85M
EPD
Enterprise Products Partners L.P.

Energy
7.47K
+ 7.24%
$31.75 - $34.14 $237K - $255K
111K $3.77M
C
Citigroup Inc

Financial Services
7.17K
+ 20.86%
$67.23 - $84.63 $482K - $606K
41.5K $2.95M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.92K
+ 84.98%
$307.43 - $357.48 $591K - $687K
4.19K $1.29M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
5.38K
+ 27.46%
$90.0 - $96.32 $484K - $518K
25K $2.31M
IWV
Ishares Russell 3000 ETF

ETFs
1.56K
+ 195.86%
$313.1 - $349.83 $489K - $546K
2.36K $748K
FDVV
Fidelity High Dividend ETF

ETFs
9.62K
+ 65.2%
$48.86 - $52.28 $470K - $503K
24.4K $1.21M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
1.04K
+ 0.57%
$32.66 - $36.43 $33.8K - $37.7K
181K $6.36M
SPOT
Spotify Technology S.A.

Communication Services
435
+ 20.53%
$457.79 - $648.32 $199K - $282K
2.55K $1.4M
MMM
3 M CO

Industrials
875
+ 4.81%
$129.7 - $155.12 $113K - $136K
19.1K $2.8M
GE
General Electric CO

Industrials
397
+ 3.62%
$168.59 - $212.13 $66.9K - $84.2K
11.4K $2.28M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.44K
+ 11.92%
$497.6 - $606.74 $718K - $876K
13.6K $6.74M
ORCL
Oracle Corp

Technology
7.17K
+ 34.28%
$139.81 - $186.47 $1M - $1.34M
28.1K $3.93M
PGR
Progressive Corp

Financial Services
1.02K
+ 31.32%
$235.61 - $291.22 $240K - $296K
4.26K $1.21M
HAL
Halliburton CO

Energy
25.7K
+ 20.29%
$24.15 - $29.9 $619K - $767K
152K $3.86M
T
At&T Inc.

Communication Services
1.96K
+ 3.18%
$21.56 - $28.28 $42.3K - $55.5K
63.7K $1.8M
XLF
Financial Sector Spdr

ETFs
5.12K
+ 5.78%
$47.32 - $52.19 $242K - $267K
93.7K $4.67M
DGS
Wisdomtree Emerging Markets Sm

ETFs
11K
+ 4.48%
$47.4 - $50.24 $523K - $554K
257K $12.4M
GOLD
Barrick Gold Corp

Basic Materials
5.18K
+ 8.17%
$15.45 - $19.56 $80K - $101K
68.5K $1.33M
EMB
Ishares Tr

ETFs
609
+ 0.32%
$88.64 - $92.03 $54K - $56K
189K $17.1M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
7.82K
+ 24.58%
$48.02 - $53.02 $376K - $415K
39.6K $1.96M
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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