Great Valley Advisor Group, Inc. Incresed Positions in Q4 2024

Great Valley Advisor Group, Inc.

  • $4.07 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PGR
Progressive Corp

Financial Services
459
+ 16.46%
$239.6 - $268.88 $110K - $123K
3.25K $778K
TXN
Texas Instruments Inc

Technology
363
+ 15.53%
N/A
2.7K $525K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.18K
+ 4.89%
$81.68 - $82.93 $96.1K - $97.5K
25.2K $2.07M
ASML
Asml Holding Nv

Technology
212
+ 37.0%
$658.43 - $872.27 $140K - $185K
785 $544K
CWB
Spdr Bloomberg Convertible Sec

ETFs
816
+ 26.22%
$76.21 - $82.24 $62.2K - $67.1K
3.93K $305K
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.93K
+ 131.64%
$25.33 - $51.16 $251K - $508K
17.5K $451K
FSK
Fs Kkr Capital Corp

Financial Services
46
+ 0.15%
$19.71 - $22.22 $907 - $1.02K
30.5K $662K
BLOK
Amplify ETF Tr Trnsformational

ETFs
369
+ 4.73%
$36.5 - $53.22 $13.5K - $19.6K
8.18K $353K
ADP
Automatic Data Processing Inc

Industrials
25
+ 0.77%
$280.08 - $307.97 $7K - $7.7K
3.28K $958K
MGK
Vanguard Mega Cap Growth ETF

ETFs
27
+ 1.21%
$316.94 - $357.88 $8.56K - $9.66K
2.26K $777K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
545
+ 2.91%
$78.43 - $87.17 $42.7K - $47.5K
19.3K $1.55M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
1.65K
+ 5.28%
$47.65 - $48.6 $78.8K - $80.4K
33K $1.58M
ABC
Amerisourcebergen Corp

Healthcare
298
+ 5.76%
N/A
5.47K $1.01M
IP
International Paper CO

Consumer Cyclical
332
+ 4.79%
$46.64 - $59.57 $15.5K - $19.8K
7.27K $391K
URI
United Rentals, Inc.

Industrials
128
+ 32.65%
$704.44 - $880.32 $90.2K - $113K
520 $366K
HESM
Hess Midstream LP

Energy
1.01K
+ 17.51%
$34.2 - $37.9 $34.4K - $38.1K
6.75K $250K
SAM
Boston Beer CO Inc

Consumer Defensive
125
+ 14.42%
$270.2 - $323.56 $33.8K - $40.4K
992 $297K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
261
+ 6.03%
$124.61 - $133.96 $32.5K - $35K
4.59K $591K
IQSU
Indexiq ETF Tr Iq Candriam Esg

ETFs
794
+ 7.11%
$46.87 - $50.7 $37.2K - $40.3K
12K $579K
FYC
First Trust Small Cap Growth A

ETFs
470
+ 17.45%
$72.19 - $84.64 $33.9K - $39.8K
3.16K $244K
IJS
Ishares S&P Smallcap 600 Value

ETFs
291
+ 2.74%
$104.59 - $118.05 $30.4K - $34.4K
10.9K $1.19M
LSAT
Two Rds Shared Tr Leadershares

ETFs
1.78K
+ 9.24%
$40.12 - $43.62 $71.5K - $77.7K
21.1K $846K
BMO
Bank Of Montreal

Financial Services
1
+ 0.02%
$89.75 - $103.39 $89.8 - $103
6.21K $602K
GIS
General Mills Inc

Consumer Defensive
8.7K
+ 17.03%
$62.78 - $74.62 $546K - $649K
59.8K $3.81M
MORN
Morningstar, Inc.

Financial Services
35
+ 2.3%
$312.56 - $358.78 $10.9K - $12.6K
1.56K $525K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
504
+ 8.26%
$86.65 - $94.9 $43.7K - $47.8K
6.61K $574K
DEO
Diageo PLC

Consumer Defensive
461
+ 29.1%
$118.0 - $139.88 $54.4K - $64.5K
2.05K $259K
NOG
Northern Oil & Gas, Inc.

Energy
11
+ 0.06%
$35.57 - $43.49 $391 - $478
19.3K $715K
DVN
Devon Energy Corp

Energy
2.46K
+ 33.99%
$30.52 - $42.96 $75K - $106K
9.68K $316K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
2.86K
+ 24.33%
$8.24 - $11.07 $23.6K - $31.7K
14.6K $136K
PAYX
Paychex Inc

Industrials
135
+ 6.56%
$135.86 - $148.73 $18.3K - $20.1K
2.19K $307K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
1.75K
+ 14.72%
$14.65 - $15.8 $25.6K - $27.7K
13.6K $205K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1K
+ 9.54%
$131.66 - $144.0 $132K - $144K
11.5K $1.52M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
452
+ 3.25%
$65.67 - $69.79 $29.7K - $31.5K
14.3K $961K
BK
Bank Of New York Mellon Corp

Financial Services
148
+ 4.86%
$70.82 - $81.87 $10.5K - $12.1K
3.19K $245K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.06K
+ 3.81%
$17.93 - $18.8 $19K - $19.9K
28.9K $526K
FLJH
Franklin Templeton ETF Tr

ETFs
38
+ 0.14%
$30.35 - $32.37 $1.15K - $1.23K
27.9K $875K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
1.08K
+ 8.3%
$50.14 - $52.56 $53.9K - $56.5K
14K $705K
IXN
Ishares Global Information Tec

ETFs
72
+ 0.99%
$80.67 - $87.84 $5.81K - $6.32K
7.32K $620K
IEMG
Ishares Inc

ETFs
392
+ 1.19%
N/A
33.4K $1.79M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
5.64K
+ 8.04%
$19.47 - $20.95 $110K - $118K
75.8K $1.48M
AON
Aon PLC

Financial Services
25
+ 3.0%
$344.14 - $393.31 $8.6K - $9.83K
858 $308K
TT
Trane Technologies PLC

Industrials
95
+ 11.39%
$369.35 - $419.14 $35.1K - $39.8K
929 $343K
SPGI
S&P Global Inc.

Financial Services
61
+ 10.32%
$480.36 - $529.17 $29.3K - $32.3K
652 $324K
INCY
Incyte Corp

Healthcare
13
+ 0.22%
$65.08 - $83.38 $846 - $1.08K
5.92K $408K
BR
Broadridge Financial Solutions, Inc.

Technology
26
+ 2.73%
$209.64 - $236.44 $5.45K - $6.15K
978 $221K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
32
+ 1.25%
$194.9 - $214.12 $6.24K - $6.85K
2.6K $524K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
11
+ 0.82%
$198.04 - $221.51 $2.18K - $2.44K
1.36K $285K
BOTZ
Global X Fds

ETFs
546
+ 6.28%
$31.11 - $34.18 $17K - $18.7K
9.25K $295K
Activity Summary
Buys All Purchases 477 New Holdings 60 Increased Positions 417 Sells All Sells 322 Reductions 322 Sold out 0 Options Calls 0 Puts 0
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