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
FNX
First Tr Mid Cap Core Alphadex

ETFs
173
+ 5.36%
$114.77 - $127.28 $19.9K - $22K
3.4K $393K
DSI
Ishares Msci Kld 400 Social Et

ETFs
84
+ 2.98%
$107.41 - $115.71 $9.02K - $9.72K
2.91K $320K
PARA
Paramount Global

Communication Services
1.68K
+ 7.7%
$10.27 - $11.57 $17.2K - $19.4K
23.5K $244K
CHD
Church & Dwight CO Inc

Consumer Defensive
115
+ 1.8%
$99.11 - $112.25 $11.4K - $12.9K
6.51K $681K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
296
+ 0.94%
$50.53 - $55.55 $15K - $16.4K
31.8K $1.62M
SSO
Proshares Ultra S&P 500

ETFs
10
+ 0.23%
$87.92 - $99.73 $879 - $997
4.27K $395K
PRI
Primerica, Inc.

Financial Services
4
+ 0.27%
$265.71 - $304.93 $1.06K - $1.22K
1.5K $407K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
518
+ 9.16%
$34.04 - $35.66 $17.6K - $18.5K
6.17K $212K
VGIT
Vanguard Intermediate Term Tre

ETFs
1.05K
+ 4.94%
$57.78 - $60.4 $60.4K - $63.1K
22.2K $1.29M
VDE
Vanguard Energy ETF

ETFs
110
+ 2.47%
$116.67 - $136.78 $12.8K - $15K
4.56K $553K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
253
+ 4.49%
$69.58 - $74.87 $17.6K - $18.9K
5.89K $412K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
5
+ 0.09%
$121.89 - $135.52 $609 - $678
5.42K $676K
CTAS
Cintas Corp

Industrials
179
+ 16.5%
$182.7 - $226.47 $32.7K - $40.5K
1.26K $230K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
217
+ 2.24%
$33.7 - $37.69 $7.31K - $8.18K
9.89K $339K
YUM
Yum Brands Inc

Consumer Cyclical
161
+ 5.71%
$130.36 - $139.54 $21K - $22.5K
2.98K $399K
XYLD
Global X Fds S&P 500 Covered C

ETFs
91
+ 1.82%
$40.86 - $43.42 $3.72K - $3.95K
5.09K $213K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
6
+ 0.12%
$46.48 - $51.32 $279 - $308
4.93K $237K
MET
Metlife Inc

Financial Services
129
+ 1.36%
$78.15 - $88.25 $10.1K - $11.4K
9.59K $785K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
4
+ 0.19%
$563.99 - $620.12 $2.26K - $2.48K
2.12K $1.21M
AOR
Ishares Tr Core Growth Allocat

ETFs
240
+ 4.06%
$57.32 - $59.66 $13.8K - $14.3K
6.15K $352K
IRT
Independence Realty Trust, Inc.

Real Estate
748
+ 3.79%
$18.78 - $22.01 $14K - $16.5K
20.5K $406K
ALE
Allete Inc

Utilities
1
+ 0.02%
$63.98 - $65.24 $64 - $65.2
4.08K $264K
THC
Tenet Healthcare Corp

Healthcare
446
+ 32.13%
$125.42 - $168.52 $55.9K - $75.2K
1.83K $231K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
71
+ 1.18%
$75.44 - $80.53 $5.36K - $5.72K
6.08K $461K
NFTY
First Tr Alphadex Fd Ii India
15.7K
+ 9.79%
N/A
176K $0
Wisdomtree Tr
436
+ 2.82%
N/A
15.9K $0
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
392
+ 3.04%
$89.9 - $100.66 $35.2K - $39.5K
13.3K $1.2M
Victory Portfolios Ii
379K
+ 52.08%
N/A
1.11M $0
Strategic Trust
16.6K
+ 50.29%
N/A
49.6K $0
Rbb Fd Inc
2
+ 0.02%
N/A
12K $0
J P Morgan Exchange Traded F
5.24K
+ 4.36%
N/A
125K $0
Cava Group Inc
2.82K
+ 31.02%
N/A
11.9K $0
First Tr Exchange Traded Fd
11.2K
+ 8.91%
N/A
137K $0
FNK
First Trust Mid Cap Value Alph

ETFs
57
+ 1.45%
$52.39 - $58.28 $2.99K - $3.32K
3.98K $213K
SPYI
Shp ETF Tr Neos S&P 500 High I
669
+ 13.76%
N/A
5.53K $0
Ishares Bitcoin Trust ETF
1.8K
+ 31.47%
N/A
7.5K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
6.38K
+ 67.79%
N/A
15.8K $0
FNY
First Trust Mid Cap Growth Alp
6
+ 0.07%
N/A
8.48K $0
Maplebear Inc
300
+ 2.86%
N/A
10.8K $0
Linde PLC
83
+ 1.89%
N/A
4.46K $0
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
2.03K
+ 33.52%
N/A
8.07K $0
J P Morgan Exchange Traded F
22.5K
+ 137.19%
N/A
38.9K $0
JPHY
Jp Morgan High Yield Research

ETFs
43.6K
+ 8.91%
N/A
533K $0
JGRO
J P Morgan Exchange Traded Fd
14.7K
+ 10.16%
N/A
159K $0
XSEP
Frst Tr Ex Trd Viii Cboe Vest
25.2K
+ 73.91%
N/A
59.2K $0
Ab Active Etfs Inc
73.5K
+ 50.14%
N/A
220K $0
EWCO
Invesco ETF Tr S&P 500 Equal W

ETFs
16
+ 0.19%
N/A
8.32K $0
Pimco ETF Tr
48.9K
+ 18.93%
N/A
307K $0
Amplify ETF Tr
1.81K
+ 8.62%
N/A
22.9K $0
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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