Great Valley Advisor Group, Inc. Incresed Positions in Q3 2024

Great Valley Advisor Group, Inc.

  • $3.84 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
5.88K
+ 10.42%
$237.84 - $263.83 $1.4M - $1.55M
62.3K $16.4M
XLU
Utilities Sector Spdr

ETFs
32.4K
+ 286.3%
$67.67 - $80.78 $2.19M - $2.62M
43.8K $3.53M
XLP
Consumer Staples Sector Spdr

ETFs
35.4K
+ 351.01%
$76.04 - $76.04 $2.69M - $2.69M
45.5K $3.46M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
12K
+ 1.09%
$31.05 - $34.29 $373K - $412K
1.11M $38.2M
BRO
Brown & Brown, Inc.

Financial Services
23.2K
+ 137.45%
$89.11 - $105.82 $2.07M - $2.46M
40.1K $4.16M
DHS
Wisdomtree Tr U.S

ETFs
24.6K
+ 143.48%
$83.9 - $93.83 $2.06M - $2.31M
41.7K $3.91M
ABBV
Abb Vie Inc.

Healthcare
1.66K
+ 2.05%
$163.84 - $199.33 $272K - $331K
82.9K $16.4M
PAVE
Global X Fds Us Infrastructure

ETFs
12.6K
+ 2.75%
$36.39 - $41.16 $460K - $521K
472K $19.4M
AVUV
American Centy ETF Tr Avantis

ETFs
18K
+ 18.7%
$88.24 - $99.7 $1.59M - $1.79M
114K $10.9M
ACN
Accenture PLC

Technology
1.56K
+ 4.66%
$295.44 - $355.81 $461K - $555K
35K $12.4M
VOE
Vanguard Mid Cap Value Index F

ETFs
11.5K
+ 285.5%
$149.02 - $167.67 $1.72M - $1.93M
15.6K $2.61M
DHI
Horton D R Inc

Consumer Cyclical
5.84K
+ 34.95%
$135.21 - $197.06 $790K - $1.15M
22.6K $4.3M
HUBB
Hubbell Inc

Industrials
3.51K
+ 51.01%
$355.55 - $428.48 $1.25M - $1.5M
10.4K $4.45M
PG
Procter & Gamble CO

Consumer Defensive
7.75K
+ 10.9%
$160.76 - $177.82 $1.25M - $1.38M
78.8K $13.6M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
6.11K
+ 3.39%
$110.22 - $120.89 $674K - $739K
186K $22.4M
NEU
Newmarket Corp

Basic Materials
3.1K
+ 70.94%
$507.12 - $579.02 $1.57M - $1.79M
7.47K $4.12M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.73K
+ 4.76%
$434.77 - $502.96 $1.19M - $1.37M
60.1K $29.3M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
22.7K
+ 300.66%
$74.26 - $78.84 $1.69M - $1.79M
30.3K $2.37M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
13.9K
+ 42.74%
$114.73 - $120.23 $1.6M - $1.68M
46.5K $5.57M
LOW
Lowes Companies Inc

Consumer Cyclical
572
+ 1.76%
$213.3 - $270.78 $122K - $155K
33.2K $8.98M
DBP
Invesco Db Precious Metals Fund

ETFs
557
+ 0.21%
$57.3 - $64.96 $31.9K - $36.2K
261K $16.7M
FNDX
Schwab Fundamental U S Large C

ETFs
22.3K
+ 96.69%
$65.36 - $71.76 $1.46M - $1.6M
45.3K $3.25M
TJX
Tjx Companies Inc

Consumer Cyclical
12.7K
+ 49.36%
$107.93 - $120.23 $1.37M - $1.53M
38.5K $4.53M
AVGO
Broadcom Inc.

Technology
76.8K
+ 951.29%
$136.27 - $1745.86 $10.5M - $134M
84.9K $14.6M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
1.95K
+ 0.42%
$44.69 - $48.87 $87.2K - $95.3K
464K $22.7M
V
Visa Inc.

Financial Services
2.44K
+ 3.34%
$253.74 - $291.56 $619K - $711K
75.5K $20.8M
PCAR
Paccar Inc

Industrials
17K
+ 65.65%
$91.64 - $109.98 $1.56M - $1.87M
42.9K $4.23M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
3.46K
+ 23.42%
$460.0 - $505.78 $1.59M - $1.75M
18.3K $8.49M
WSO
Watsco Inc

Industrials
2.82K
+ 47.11%
$448.73 - $519.89 $1.26M - $1.46M
8.79K $4.33M
COST
Costco Wholesale Corp

Consumer Defensive
1.09K
+ 7.09%
$801.83 - $917.05 $877K - $1M
16.5K $14.7M
MSA
Msa Safety Inc

Industrials
9.43K
+ 67.61%
$167.74 - $199.9 $1.58M - $1.89M
23.4K $4.15M
GLD
Spdr Gold Trust

ETFs
1.8K
+ 4.82%
$215.56 - $246.98 $388K - $444K
39.1K $9.51M
O
Realty Income Corp

Real Estate
12.4K
+ 18.7%
$52.36 - $63.42 $648K - $784K
78.5K $4.98M
AJG
Arthur J. Gallagher & Co.

Financial Services
4.39K
+ 42.31%
$259.22 - $299.75 $1.14M - $1.32M
14.8K $4.15M
ES
Eversource Energy

Utilities
11.3K
+ 18.56%
$56.52 - $68.38 $638K - $772K
72.1K $4.91M
MDT
Medtronic PLC

Healthcare
5.52K
+ 6.56%
$76.84 - $91.03 $424K - $502K
89.7K $8.07M
ETN
Eaton Corp PLC

Industrials
4.06K
+ 92.67%
$272.52 - $333.02 $1.11M - $1.35M
8.43K $2.79M
XOM
Exxon Mobil Corp

Energy
10.8K
+ 15.21%
$109.72 - $119.0 $1.19M - $1.29M
82.1K $9.62M
EME
Emcor Group, Inc.

Industrials
2.78K
+ 83.01%
$340.22 - $435.6 $946K - $1.21M
6.13K $2.64M
VUG
Vanguard Growth ETF

ETFs
1.78K
+ 2.65%
$341.08 - $391.94 $608K - $698K
68.9K $26.5M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
24.7K
+ 16.15%
$33.74 - $37.96 $833K - $937K
178K $6.67M
TLT
Ishares Barclays 20+ Year Trea

ETFs
11.3K
+ 35.61%
$89.91 - $101.33 $1.01M - $1.14M
42.9K $4.21M
SO
Southern CO

Utilities
6.5K
+ 11.41%
$77.0 - $90.52 $501K - $589K
63.5K $5.73M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.14K
+ 4.92%
$332.02 - $382.76 $710K - $818K
45.6K $17.1M
POWL
Powell Industries Inc

Industrials
2.83K
+ 34.82%
$130.27 - $221.99 $368K - $628K
10.9K $2.43M
AXON
Axon Enterprise, Inc.

Industrials
2.9K
+ 306.12%
$286.16 - $399.6 $830K - $1.16M
3.85K $1.54M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
18.3K
+ 13.64%
$36.02 - $41.68 $660K - $764K
153K $6.3M
MCK
Mckesson Corp

Healthcare
3.73K
+ 55.09%
$479.06 - $630.38 $1.79M - $2.35M
10.5K $5.19M
NVS
Novartis Ag

Healthcare
8.32K
+ 26.55%
$106.13 - $120.89 $883K - $1.01M
39.7K $4.56M
Activity Summary
Buys All Purchases 553 New Holdings 75 Increased Positions 478 Sells All Sells 239 Reductions 239 Sold out 0 Options Calls 0 Puts 0
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