Great Valley Advisor Group, Inc. Incresed Positions in Q2 2025

Great Valley Advisor Group, Inc.

  • $4.08 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COIN
Coinbase Global, Inc.

Technology
987
+ 12.56%
$151.47 - $375.07 $150K - $370K
8.84K $3.1M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
19.9K
+ 41.57%
$82.21 - $83.12 $1.64M - $1.66M
67.8K $5.62M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
10K
+ 5.05%
$71.28 - $83.74 $714K - $838K
208K $17.4M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
30.2K
+ 454.64%
$42.56 - $50.32 $1.29M - $1.52M
36.9K $1.86M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
15K
+ 9.31%
$51.16 - $62.02 $769K - $932K
176K $10.9M
RDVY
First Trust Rising Dividend Ac

ETFs
21.3K
+ 54.61%
$51.6 - $62.74 $1.1M - $1.34M
60.4K $3.79M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
14.2K
+ 30.76%
$60.34 - $74.89 $857K - $1.06M
60.4K $4.52M
CVNA
Carvana Co.

Consumer Cyclical
15
+ 0.14%
$162.57 - $345.64 $2.44K - $5.18K
10.6K $3.56M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
4.23K
+ 16.05%
$113.67 - $150.4 $481K - $636K
30.6K $4.6M
PPA
Invesco Exchange Traded Fd Tr

ETFs
4.74K
+ 22.35%
$105.2 - $141.69 $499K - $672K
26K $3.68M
SBUX
Starbucks Corp

Consumer Cyclical
13.1K
+ 82.9%
$79.69 - $99.41 $1.05M - $1.31M
29K $2.66M
IAU
Ishares Gold Trust

ETFs
14K
+ 21.08%
$56.1 - $64.74 $784K - $905K
80.3K $5.01M
ETN
Eaton Corp PLC

Industrials
875
+ 10.6%
$246.52 - $356.99 $216K - $312K
9.13K $3.26M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
28.8K
+ 3.31%
$28.21 - $28.85 $814K - $832K
900K $25.9M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.56K
+ 3.84%
$82.32 - $112.47 $129K - $176K
42.2K $4.75M
DUHP
Dimensional ETF Tr Dimensional

ETFs
25.9K
+ 157.22%
$29.36 - $35.56 $760K - $920K
42.3K $1.51M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.41K
+ 9.66%
$272.36 - $339.57 $384K - $479K
16K $5.44M
STRL
Sterling Construction CO Inc

Industrials
969
+ 15.72%
$104.96 - $231.51 $102K - $224K
7.13K $1.65M
CGXU
Capital Group Intl Focus Equit

ETFs
31.8K
+ 114.45%
$21.44 - $27.35 $682K - $871K
59.6K $1.62M
IHDG
Wisdomtree Tr

ETFs
18.7K
+ 41.55%
$38.54 - $46.0 $721K - $860K
63.7K $2.87M
CEG
Constellation Energy Corp

Utilities
239
+ 3.47%
$170.96 - $322.76 $40.9K - $77.1K
7.13K $2.3M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
8.3K
+ 33.23%
$81.46 - $94.63 $676K - $786K
33.3K $3.15M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
28.2K
+ 14.55%
$25.27 - $27.14 $713K - $766K
222K $6.03M
BX
Blackstone Inc.

Financial Services
3.87K
+ 16.03%
$120.07 - $151.11 $464K - $584K
28K $4.19M
GNMA
Ishares Gnma Bond ETF

ETFs
18K
+ 79.93%
$42.91 - $44.21 $770K - $794K
40.4K $1.78M
SUB
Ishares Short Term National Mu

ETFs
6.96K
+ 41.35%
$104.77 - $106.34 $729K - $740K
23.8K $2.53M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.86K
+ 0.98%
$34.72 - $42.74 $64.6K - $79.5K
193K $8.23M
DFSV
Dimensional ETF Tr Dimensional

ETFs
23.6K
+ 127.45%
$24.21 - $29.47 $571K - $695K
42.1K $1.24M
FSMD
Fidelity Covington Tr Small Mi

ETFs
15.9K
+ 89.89%
$34.67 - $41.47 $553K - $661K
33.7K $1.4M
GE
General Electric CO

Industrials
26
+ 0.23%
$166.81 - $257.39 $4.34K - $6.69K
11.4K $2.93M
VOT
Vanguard Mid Cap Growth Index

ETFs
525
+ 4.12%
$216.28 - $284.39 $114K - $149K
13.3K $3.78M
GS
Goldman Sachs Group Inc

Financial Services
130
+ 3.79%
$462.22 - $707.75 $60.1K - $92K
3.56K $2.52M
C
Citigroup Inc

Financial Services
646
+ 1.56%
$58.13 - $85.12 $37.6K - $55K
42.2K $3.59M
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.1K
+ 2.42%
$40.94 - $52.1 $86.1K - $110K
89.2K $4.65M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
5.86K
+ 65.35%
$83.8 - $101.39 $491K - $594K
14.8K $1.5M
FDVV
Fidelity High Dividend ETF

ETFs
11.1K
+ 45.46%
$43.6 - $52.02 $483K - $576K
35.4K $1.84M
MP
Mp Materials Corp.

Basic Materials
2.08K
+ 3.38%
$18.77 - $37.74 $39K - $78.3K
63.6K $2.11M
ABT
Abbott Laboratories

Healthcare
3.78K
+ 13.76%
$123.95 - $138.08 $469K - $522K
31.3K $4.25M
XLC
Select Sector Spdr Tr Communic

ETFs
614
+ 1.38%
$86.13 - $108.53 $52.9K - $66.6K
45.1K $4.9M
EMR
Emerson Electric CO

Industrials
345
+ 1.56%
$94.15 - $133.33 $32.5K - $46K
22.4K $2.99M
RBLX
Roblox Corp

Communication Services
54
+ 0.5%
$51.22 - $105.59 $2.77K - $5.7K
10.9K $1.14M
ALE
Allete Inc

Utilities
7.91K
+ 193.75%
$63.53 - $65.71 $503K - $520K
12K $768K
SPC
Trust For Professional Mgr Cro

ETFs
21.5K
+ 66.7%
$20.4 - $21.44 $439K - $462K
53.8K $1.15M
IWL
Ishares Tr Russell 200 ETF

ETFs
488
+ 1.99%
$122.36 - $153.12 $59.7K - $74.7K
25.1K $3.84M
BSX
Boston Scientific Corp

Healthcare
1.83K
+ 4.71%
$89.7 - $107.41 $164K - $197K
40.7K $4.37M
ISRG
Intuitive Surgical Inc

Healthcare
561
+ 19.09%
$451.58 - $565.94 $253K - $317K
3.5K $1.9M
APP
App Lovin Corp

Technology
465
+ 14.6%
$219.37 - $417.89 $102K - $194K
3.65K $1.28M
ED
Consolidated Edison Inc

Utilities
5.88K
+ 37.55%
$98.05 - $113.3 $577K - $667K
21.5K $2.16M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
213
+ 1.94%
$171.4 - $227.1 $36.5K - $48.4K
11.2K $2.54M
Activity Summary
Buys All Purchases 403 New Holdings 85 Increased Positions 318 Sells All Sells 453 Reductions 453 Sold out 0 Options Calls 0 Puts 0
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