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
URI
United Rentals, Inc.

Industrials
11
+ 2.93%
$551.94 - $753.4 $6.07K - $8.29K
387 $291K
SAP
Sap Se

Technology
11
+ 0.75%
$237.53 - $309.8 $2.61K - $3.41K
1.48K $450K
HCA
Hca Healthcare, Inc.

Healthcare
71
+ 10.5%
$317.61 - $387.52 $22.6K - $27.5K
747 $286K
MTB
M&T Bank Corp

Financial Services
5
+ 0.15%
$156.58 - $193.99 $783 - $970
3.39K $656K
AZN
Astrazeneca PLC

Healthcare
957
+ 23.97%
$64.87 - $75.0 $62.1K - $71.8K
4.95K $345K
SMMT
Summit Therapeutics Inc.

Healthcare
40
+ 0.16%
$16.64 - $36.7 $666 - $1.47K
25.2K $535K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
374
+ 13.64%
$68.68 - $84.86 $25.7K - $31.7K
3.12K $264K
GWW
W.W. Grainger, Inc.

Industrials
1
+ 0.11%
$919.93 - $1101.66 $920 - $1.1K
942 $979K
WPM
Wheaton Precious Metals Corp.

Basic Materials
45
+ 1.23%
$70.56 - $92.75 $3.18K - $4.17K
3.71K $333K
CAH
Cardinal Health Inc

Healthcare
6
+ 0.39%
$125.0 - $168.0 $750 - $1.01K
1.56K $261K
CMI
Cummins Inc

Industrials
3
+ 0.11%
$267.12 - $336.65 $801 - $1.01K
2.84K $929K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
380
+ 4.18%
$25.92 - $33.03 $9.85K - $12.6K
9.48K $313K
IEMG
Ishares Inc

ETFs
680
+ 1.99%
N/A
34.8K $1.87M
VAW
Vanguard Materials ETF

ETFs
119
+ 6.05%
$163.82 - $196.64 $19.5K - $23.4K
2.09K $406K
XYLD
Global X Fds S&P 500 Covered C

ETFs
935
+ 17.95%
$35.62 - $39.64 $33.3K - $37.1K
6.14K $239K
SWKS
Skyworks Solutions, Inc.

Technology
32
+ 0.98%
$49.2 - $74.95 $1.57K - $2.4K
3.28K $244K
RYLD
Global X Fds Russell 2000 Cove

ETFs
2.33K
+ 20.47%
$13.37 - $15.25 $31.2K - $35.6K
13.7K $204K
SCCO
Southern Copper Corp

Basic Materials
36
+ 0.97%
$75.63 - $104.64 $2.72K - $3.77K
3.74K $378K
WM
Waste Management Inc

Industrials
249
+ 2.61%
$216.47 - $242.1 $53.9K - $60.3K
9.79K $2.24M
MCO
Moodys Corp

Financial Services
2
+ 0.24%
$396.7 - $501.59 $793 - $1K
847 $424K
NVR
Nvr Inc

Consumer Cyclical
3
+ 5.66%
$6700.0 - $7410.93 $20.1K - $22.2K
56 $413K
TROW
Price T Rowe Group Inc

Financial Services
54
+ 1.04%
$80.27 - $98.06 $4.33K - $5.3K
5.23K $504K
MLPX
Global X Mlp & Energy Infrastr

ETFs
733
+ 4.2%
$55.32 - $65.02 $40.5K - $47.7K
18.2K $1.14M
PFF
Ishares Trust Ishares Pfd And

ETFs
848
+ 5.48%
$29.0 - $30.68 $24.6K - $26K
16.3K $500K
IOO
Ishares Tr Global 100 ETF

ETFs
1
+ 0.05%
$84.95 - $107.81 $85 - $108
2.16K $233K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
28
+ 0.16%
$46.92 - $55.01 $1.31K - $1.54K
17.6K $955K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
355
+ 2.39%
$49.73 - $51.44 $17.7K - $18.3K
15.2K $780K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
66
+ 1.72%
$72.32 - $86.4 $4.77K - $5.7K
3.9K $337K
ILCB
Ishares Morningstar U.S. Equit

ETFs
7
+ 0.27%
$68.63 - $85.78 $480 - $600
2.61K $223K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
113
+ 1.59%
$32.0 - $39.87 $3.62K - $4.51K
7.24K $288K
FYX
First Tr Small Cap Core Alphad

ETFs
1
+ 0.03%
$79.22 - $97.28 $79.2 - $97.3
2.88K $280K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3K
+ 1604.28%
$87.84 - $1441.89 $264K - $4.33M
3.19K $287K
LAMR
Lamar Advertising CO

Real Estate
28
+ 1.55%
$102.35 - $121.67 $2.87K - $3.41K
1.84K $223K
UYG
Proshares Ultra Financials

ETFs
5
+ 0.18%
$68.55 - $95.55 $343 - $478
2.75K $262K
TRV
Travelers Companies, Inc.

Financial Services
22
+ 0.8%
$233.83 - $276.34 $5.14K - $6.08K
2.79K $745K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
376
+ 1.13%
$46.77 - $47.89 $17.6K - $18K
33.7K $1.6M
BR
Broadridge Financial Solutions, Inc.

Technology
50
+ 5.3%
$217.22 - $246.25 $10.9K - $12.3K
994 $241K
GAB
Gabelli Equity Trust Inc

Financial Services
135
+ 0.55%
$4.97 - $5.87 $671 - $792
24.5K $142K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
25
+ 0.24%
$37.87 - $42.54 $947 - $1.06K
10.3K $434K
FNK
First Trust Mid Cap Value Alph

ETFs
2
+ 0.05%
$43.24 - $51.76 $86.5 - $104
3.99K $206K
CMBS
Ishares Cmbs ETF

ETFs
18
+ 0.28%
$47.54 - $48.72 $856 - $877
6.45K $314K
CLX
Clorox CO

Consumer Defensive
1.04K
+ 23.64%
$118.01 - $148.69 $123K - $155K
5.45K $653K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
44
+ 0.54%
$27.29 - $29.28 $1.2K - $1.29K
8.21K $240K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
14
+ 0.26%
$41.9 - $50.31 $587 - $704
5.37K $258K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
43
+ 0.66%
$55.57 - $62.73 $2.39K - $2.7K
6.59K $406K
FMB
First Tr Exchange Traded Fd Ii

ETFs
275
+ 1.44%
$49.12 - $50.93 $13.5K - $14K
19.3K $962K
VNQ
Vanguard Specialized Funds Van

ETFs
76
+ 2.14%
$79.79 - $91.42 $6.06K - $6.95K
3.62K $322K
ITW
Illinois Tool Works Inc

Industrials
20
+ 0.4%
$218.41 - $252.43 $4.37K - $5.05K
5.01K $1.24M
Capital Grp Fixed Incm ETF T
21.6K
+ 69.37%
N/A
52.6K $0
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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