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
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.32K
+ 23.72%
$100.34 - $100.68 $333K - $334K
17.3K $1.74M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.57K
+ 23.96%
$333.37 - $384.99 $522K - $603K
8.11K $2.71M
WM
Waste Management Inc

Industrials
103
+ 1.09%
$200.54 - $233.78 $20.7K - $24.1K
9.54K $2.21M
FVD
First Tr Value Line Divid Inde

ETFs
5.35K
+ 7.72%
$42.61 - $45.51 $228K - $244K
74.7K $3.33M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.79K
+ 3.07%
$169.43 - $182.84 $473K - $511K
93.7K $16.2M
ACWI
Ishares Msci Acwi ETF

ETFs
6.01K
+ 1.66%
$115.16 - $124.13 $692K - $746K
368K $42.8M
SUB
Ishares Short Term National Mu

ETFs
2.74K
+ 19.43%
$105.3 - $106.24 $288K - $291K
16.8K $1.78M
BAC
Bank Of America Corp

Financial Services
19.7K
+ 8.22%
$39.61 - $47.74 $779K - $939K
259K $10.8M
DFSV
Dimensional ETF Tr Dimensional

ETFs
10.9K
+ 142.71%
$27.56 - $32.1 $300K - $349K
18.5K $520K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.91K
+ 30.73%
$168.16 - $186.21 $321K - $356K
8.13K $1.39M
AVIG
American Centy ETF Tr Avantis

ETFs
4.3K
+ 3.6%
$40.06 - $41.55 $172K - $179K
124K $5.13M
BP
Bp PLC

Energy
5.29K
+ 23.38%
$29.93 - $35.31 $158K - $187K
27.9K $943K
QPFF
American Centy ETF Tr Quality
8.69K
+ 12.71%
$35.38 - $36.78 $307K - $319K
77K $2.73M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
997
+ 1.59%
$58.01 - $64.46 $57.8K - $64.3K
63.7K $3.95M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
11.2K
+ 6.36%
$22.25 - $23.0 $249K - $258K
187K $4.31M
QTEC
First Trust Nasdaq 100 Technol

ETFs
4.07K
+ 13.38%
$173.56 - $210.67 $707K - $858K
34.5K $5.99M
XEL
Xcel Energy Inc

Utilities
2.85K
+ 17.33%
$63.37 - $72.1 $180K - $205K
19.3K $1.36M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
4.08K
+ 5.22%
$59.78 - $60.03 $244K - $245K
82.2K $4.92M
EFV
Msci Eafe Value ETF

ETFs
1.49K
+ 6.45%
$51.88 - $60.73 $77.5K - $90.7K
24.7K $1.45M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.4K
+ 12.19%
$128.74 - $138.67 $180K - $194K
12.9K $1.75M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.31K
+ 35.97%
$99.16 - $99.52 $229K - $230K
8.74K $869K
ETR
Entergy Corp

Utilities
829
+ 5.03%
$75.26 - $87.89 $62.4K - $72.9K
17.3K $1.48M
UAL
United Airlines Holdings, Inc.

Industrials
4.19K
+ 195.84%
$69.05 - $110.52 $289K - $463K
6.32K $436K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.44K
+ 9.23%
$91.76 - $103.26 $315K - $355K
40.7K $3.76M
BMY
Bristol Myers Squibb CO

Healthcare
1.17K
+ 3.43%
$53.9 - $63.11 $63.2K - $74K
35.4K $2.16M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.56K
+ 27.71%
$62.72 - $71.92 $223K - $256K
16.4K $1.03M
AXON
Axon Enterprise, Inc.

Industrials
895
+ 23.31%
$496.65 - $710.01 $445K - $635K
4.73K $2.49M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
7.23K
+ 73.06%
$31.63 - $35.22 $229K - $255K
17.1K $547K
TDIV
First Trust Nasdaq Technology

ETFs
3.34K
+ 37.47%
$73.39 - $83.95 $245K - $280K
12.2K $901K
SLV
I Shares Silver Trust

ETFs
47
+ 0.11%
$26.93 - $31.32 $1.27K - $1.47K
42.7K $1.32M
AVUV
American Centy ETF Tr Avantis

ETFs
15.8K
+ 12.56%
$84.95 - $100.62 $1.34M - $1.59M
142K $12.3M
SPSB
Spdr Portfolio Short Term Corp

ETFs
6.5K
+ 72.42%
$29.82 - $30.1 $194K - $196K
15.5K $466K
PULS
Pgim ETF Tr

ETFs
3.82K
+ 12.17%
$49.56 - $49.78 $189K - $190K
35.2K $1.75M
ADP
Automatic Data Processing Inc

Industrials
497
+ 15.18%
$286.85 - $318.64 $143K - $158K
3.77K $1.15M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.88K
+ 2.13%
$42.5 - $46.71 $79.7K - $87.6K
89.9K $4.07M
XLU
Utilities Sector Spdr

ETFs
1.49K
+ 6.25%
$74.7 - $80.27 $111K - $119K
25.3K $1.99M
DGRO
Ishares Core Dividend Growth E

ETFs
2.54K
+ 3.49%
$60.46 - $64.42 $153K - $163K
75.3K $4.65M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.36K
+ 16.34%
$126.11 - $135.06 $172K - $184K
9.68K $1.25M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.58K
+ 30.83%
$49.42 - $50.43 $177K - $181K
15.2K $759K
RWO
Spdr Dow Jones Global Real Est

ETFs
3.61K
+ 13.61%
$41.41 - $45.24 $149K - $163K
30.1K $1.31M
COF
Capital One Financial Corp

Financial Services
973
+ 33.3%
$163.87 - $209.82 $159K - $204K
3.9K $698K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
3.17K
+ 2.0%
$39.61 - $42.65 $126K - $135K
162K $6.6M
DUK
Duke Energy Corp

Utilities
356
+ 3.99%
$105.87 - $121.97 $37.7K - $43.4K
9.28K $1.13M
MA
Mastercard Inc

Financial Services
171
+ 4.84%
$504.67 - $576.31 $86.3K - $98.5K
3.7K $2.03M
POWL
Powell Industries Inc

Industrials
3.92K
+ 40.38%
$155.56 - $311.38 $610K - $1.22M
13.6K $2.32M
IAK
Ishares Tr

ETFs
183
+ 1.52%
$121.85 - $137.9 $22.3K - $25.2K
12.2K $1.69M
VEU
Vanguard Ftse All World Ex Us

ETFs
755
+ 2.15%
$56.51 - $62.98 $42.7K - $47.5K
35.8K $2.17M
KBE
Spdr S&P Bank ETF

ETFs
3.35K
+ 49.1%
$51.28 - $59.92 $172K - $201K
10.2K $538K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.65K
+ 5.23%
$76.94 - $78.28 $127K - $129K
33.2K $2.6M
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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