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
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
794
+ 5.66%
$49.67 - $51.43 $39.4K - $40.8K
14.8K $757K
MPC
Marathon Petroleum Corp

Energy
272
+ 15.5%
$134.72 - $159.03 $36.6K - $43.3K
2.03K $295K
SHOP
Shopify Inc.

Technology
2.08K
+ 14.97%
$90.59 - $129.31 $189K - $269K
16K $1.53M
IYW
Ishares Dj Us Tech ETF

ETFs
843
+ 21.98%
$140.44 - $166.79 $118K - $141K
4.68K $656K
NUE
Nucor Corp

Basic Materials
86
+ 0.94%
$114.48 - $142.52 $9.85K - $12.3K
9.2K $1.11M
IP
International Paper CO

Consumer Cyclical
813
+ 11.19%
$49.38 - $60.09 $40.1K - $48.9K
8.08K $431K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
170
+ 2.89%
$68.32 - $75.06 $11.6K - $12.8K
6.06K $452K
IEMG
Ishares Inc

ETFs
730
+ 2.18%
N/A
34.2K $1.83M
DPZ
Dominos Pizza Inc

Consumer Cyclical
1
+ 0.1%
$402.33 - $489.71 $402 - $490
959 $440K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
739
+ 14.79%
$121.0 - $142.28 $89.4K - $105K
5.74K $714K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
475
+ 9.63%
$81.8 - $88.86 $38.9K - $42.2K
5.41K $456K
SPG
Simon Property Group Inc

Real Estate
1.15K
+ 4.56%
$159.48 - $187.78 $183K - $216K
26.4K $4.38M
GLW
Corning Inc

Technology
1.24K
+ 10.92%
$44.91 - $54.25 $55.7K - $67.3K
12.6K $577K
CTAS
Cintas Corp

Industrials
35
+ 2.77%
$182.09 - $208.14 $6.37K - $7.28K
1.3K $266K
CHD
Church & Dwight CO Inc

Consumer Defensive
4
+ 0.06%
$101.42 - $113.2 $406 - $453
6.51K $717K
SMMT
Summit Therapeutics Inc.

Healthcare
32
+ 0.13%
$16.65 - $23.76 $533 - $760
25.1K $484K
RACE
Ferrari N.V.

Consumer Cyclical
77
+ 7.5%
$413.73 - $508.15 $31.9K - $39.1K
1.1K $471K
ISRG
Intuitive Surgical Inc

Healthcare
217
+ 7.98%
$476.63 - $610.45 $103K - $132K
2.94K $1.46M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
301
+ 11.57%
$191.06 - $228.87 $57.5K - $68.9K
2.9K $556K
DSI
Ishares Msci Kld 400 Social Et

ETFs
535
+ 18.41%
$101.98 - $115.66 $54.6K - $61.9K
3.44K $352K
MSTR
Microstrategy Inc

Technology
115
+ 6.31%
$239.27 - $396.5 $27.5K - $45.6K
1.94K $558K
GFL
Gfl Environmental Inc.

Industrials
100
+ 1.46%
$41.72 - $48.8 $4.17K - $4.88K
6.96K $336K
BMO
Bank Of Montreal

Financial Services
400
+ 6.44%
$94.92 - $104.14 $38K - $41.7K
6.61K $631K
MBB
Ishares Tr

ETFs
14
+ 0.11%
$90.37 - $94.08 $1.27K - $1.32K
12.7K $1.19M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.64K
+ 4.17%
$25.12 - $26.05 $41.3K - $42.8K
41.1K $1.04M
FTNT
Fortinet, Inc.

Technology
163
+ 2.92%
$92.49 - $114.57 $15.1K - $18.7K
5.75K $553K
URTH
Ishares Msci World ETF

ETFs
276
+ 3.76%
$151.24 - $164.09 $41.7K - $45.3K
7.62K $1.17M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
98
+ 20.55%
$634.14 - $744.83 $62.1K - $73K
575 $364K
JNK
Spdr Bloomberg High Yield Bond

ETFs
278
+ 2.56%
$94.86 - $97.12 $26.4K - $27K
11.1K $1.06M
VIS
Vanguard Industrial ETF

ETFs
125
+ 10.34%
$243.63 - $273.99 $30.5K - $34.2K
1.33K $330K
BDX
Becton Dickinson & CO

Healthcare
69
+ 2.32%
$222.79 - $249.08 $15.4K - $17.2K
3.04K $695K
IJK
Ishares S&P Midcap 400 Growth

ETFs
850
+ 13.29%
$81.62 - $96.63 $69.4K - $82.1K
7.25K $603K
RMBS
Rambus Inc

Technology
600
+ 7.27%
$51.55 - $68.59 $30.9K - $41.2K
8.85K $458K
PRI
Primerica, Inc.

Financial Services
4
+ 0.27%
$271.41 - $296.43 $1.09K - $1.19K
1.51K $428K
HYG
Ishares Tr

ETFs
250
+ 5.69%
$78.51 - $80.11 $19.6K - $20K
4.64K $366K
DNP
Dnp Select Income Fund Inc

Financial Services
221
+ 1.47%
$8.93 - $9.92 $1.97K - $2.19K
15.2K $150K
D
Dominion Energy, Inc

Utilities
142
+ 3.16%
$52.85 - $57.43 $7.5K - $8.16K
4.63K $259K
IRM
Iron Mountain Inc

Real Estate
745
+ 28.88%
$82.79 - $111.31 $61.7K - $82.9K
3.33K $286K
XYL
Xylem Inc.

Industrials
3
+ 0.07%
$114.02 - $132.04 $342 - $396
4.2K $502K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
350
+ 6.46%
$117.4 - $131.02 $41.1K - $45.9K
5.77K $690K
ABC
Amerisourcebergen Corp

Healthcare
71
+ 1.3%
N/A
5.54K $1.03M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
150
+ 2.23%
$78.12 - $83.7 $11.7K - $12.6K
6.88K $554K
DFAE
Dimensional ETF Tr

ETFs
238
+ 2.02%
$24.64 - $26.86 $5.86K - $6.39K
12K $311K
VPU
Vanguard Utilities ETF

ETFs
10
+ 0.72%
$161.24 - $173.33 $1.61K - $1.73K
1.4K $238K
FMB
First Tr Exchange Traded Fd Ii

ETFs
433
+ 2.33%
$50.17 - $51.45 $21.7K - $22.3K
19K $960K
CGCP
Capital Group Core Plus Income

ETFs
359
+ 3.14%
$21.94 - $22.64 $7.88K - $8.13K
11.8K $264K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
284
+ 3.6%
$28.55 - $29.09 $8.11K - $8.26K
8.17K $235K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3
+ 0.08%
$55.47 - $61.45 $166 - $184
3.71K $218K
FSMD
Fidelity Covington Tr Small Mi

ETFs
1.11K
+ 6.67%
$38.04 - $43.22 $42.1K - $47.9K
17.7K $694K
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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