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
SHEL
Shell PLC

Energy
14.9K
+ 28.36%
$65.65 - $73.28 $975K - $1.09M
67.2K $4.43M
IDEV
Ishares Core Msci Intl Develop

ETFs
8.28K
+ 69.63%
$63.46 - $71.43 $526K - $592K
20.2K $1.43M
EPI
Wisdomtree Tr India Earnings F

ETFs
2.2K
+ 0.9%
$47.41 - $50.82 $104K - $112K
247K $12.5M
ECL
Ecolab Inc.

Basic Materials
214
+ 0.63%
$228.86 - $255.76 $49K - $54.7K
34.2K $8.72M
CGUS
Capital Group Core Equity ETF
16K
+ 37.56%
$31.19 - $34.33 $500K - $550K
58.7K $2.01M
CEG
Constellation Energy Corp

Utilities
1.03K
+ 17.77%
$167.08 - $262.86 $172K - $270K
6.81K $1.77M
DGS
Wisdomtree Emerging Markets Sm

ETFs
1.73K
+ 0.76%
$48.46 - $54.37 $83.6K - $93.8K
230K $12.4M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
7.6K
+ 39.51%
$63.28 - $70.06 $481K - $532K
26.8K $1.88M
NFLX
Netflix Inc

Communication Services
431
+ 5.44%
$598.55 - $722.26 $258K - $311K
8.35K $5.93M
IWS
Ishares Russell Midcap Value E

ETFs
1.52K
+ 4.68%
$119.52 - $132.25 $182K - $201K
34K $4.49M
ENPH
Enphase Energy, Inc.

Technology
2.9K
+ 15.85%
$95.77 - $123.65 $277K - $358K
21.2K $2.39M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
8.42K
+ 5.77%
$50.15 - $51.27 $422K - $432K
154K $7.91M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
4.06K
+ 16.78%
$77.23 - $87.97 $313K - $357K
28.2K $2.45M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
15.7K
+ 3.98%
$24.07 - $24.62 $378K - $387K
411K $10.1M
SNPS
Synopsys Inc

Technology
2.24K
+ 34.02%
$463.97 - $621.3 $1.04M - $1.39M
8.84K $4.47M
KO
Coca Cola CO

Consumer Defensive
1.96K
+ 4.08%
$62.69 - $73.01 $123K - $143K
50K $3.59M
SBUX
Starbucks Corp

Consumer Cyclical
1.88K
+ 10.97%
$72.51 - $98.6 $136K - $185K
19K $1.85M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
8.61K
+ 17.27%
$51.45 - $52.96 $443K - $456K
58.4K $3.09M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.6K
+ 3.42%
$103.87 - $117.59 $166K - $188K
48.3K $5.67M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.18K
+ 5.24%
$49.93 - $51.15 $359K - $367K
144K $7.38M
BMY
Bristol Myers Squibb CO

Healthcare
3.47K
+ 11.02%
$39.66 - $51.75 $138K - $180K
35K $1.81M
VNLA
Janus Henderson Short Duration

ETFs
8.84K
+ 7.83%
$48.34 - $49.08 $427K - $434K
122K $5.97M
VV
Vanguard Large Cap ETF

ETFs
699
+ 3.15%
$236.92 - $263.4 $166K - $184K
22.9K $6.03M
USFR
Wisdomtree Floating Rate Treas

ETFs
9.53K
+ 34.47%
$50.2 - $50.48 $478K - $481K
37.2K $1.87M
BAC
Bank Of America Corp

Financial Services
12.3K
+ 4.99%
$36.65 - $44.13 $451K - $543K
259K $10.3M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
439
+ 2.76%
$256.4 - $289.78 $113K - $127K
16.3K $4.64M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.85K
+ 3.78%
$91.42 - $91.82 $443K - $445K
133K $12.2M
TIP
Ishares Tr Tips Bd ETF

ETFs
2.12K
+ 3.64%
$105.92 - $110.83 $225K - $235K
60.3K $6.66M
UBER
Uber Technologies, Inc

Technology
4.58K
+ 11.45%
$58.48 - $77.47 $268K - $355K
44.6K $3.35M
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.21K
+ 171.26%
$175.0 - $190.72 $387K - $422K
3.5K $667K
SHW
Sherwin Williams CO

Basic Materials
716
+ 35.62%
$294.65 - $384.0 $211K - $275K
2.73K $1.04M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.18K
+ 1.02%
$85.48 - $98.39 $101K - $116K
117K $11.3M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
4.72K
+ 9.46%
$63.74 - $73.47 $301K - $346K
54.6K $3.91M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.87K
+ 2.83%
$58.03 - $65.37 $108K - $122K
67.9K $4.4M
VEU
Vanguard Ftse All World Ex Us

ETFs
4.47K
+ 14.76%
$56.47 - $63.69 $252K - $284K
34.7K $2.19M
LNG
Cheniere Energy, Inc.

Energy
1.61K
+ 6.89%
$172.24 - $186.09 $277K - $299K
24.9K $4.48M
EMR
Emerson Electric CO

Industrials
3.82K
+ 20.3%
$98.19 - $118.87 $375K - $454K
22.7K $2.48M
T
At&T Inc.

Communication Services
10.9K
+ 19.37%
$18.21 - $22.28 $198K - $242K
66.9K $1.47M
XLB
Select Sector Spdr Fd Material

ETFs
388
+ 0.87%
$86.95 - $97.09 $33.7K - $37.7K
44.9K $4.33M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.49K
+ 7.73%
$236.42 - $259.82 $352K - $387K
20.7K $5.34M
FVD
First Tr Value Line Divid Inde

ETFs
998
+ 1.37%
$40.45 - $45.49 $40.4K - $45.4K
73.7K $3.35M
IEMG
Ishares Inc

ETFs
7.09K
+ 27.34%
$53.64 - $53.64 $381K - $381K
33K $1.77M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
5.25K
+ 19.98%
$46.17 - $51.13 $242K - $268K
31.5K $1.61M
XLF
Financial Sector Spdr

ETFs
59
+ 0.07%
$40.84 - $45.74 $2.41K - $2.7K
88.1K $3.99M
PGR
Progressive Corp

Financial Services
1.12K
+ 67.15%
$209.46 - $259.24 $235K - $290K
2.79K $707K
XLI
Industrial Sector Spdr

ETFs
737
+ 3.84%
$120.56 - $135.44 $88.9K - $99.8K
19.9K $2.7M
BSX
Boston Scientific Corp

Healthcare
1.07K
+ 2.73%
$72.96 - $84.0 $78.4K - $90.2K
40.5K $3.39M
TDG
Trans Digm Group Inc

Industrials
119
+ 9.59%
$1202.03 - $1427.41 $143K - $170K
1.36K $1.94M
SHOP
Shopify Inc.

Technology
1.95K
+ 16.25%
$52.26 - $80.75 $102K - $158K
14K $1.12M
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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