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
FNY
First Trust Mid Cap Growth Alp
1
+ 0.01%
N/A
8.48K $0
Fidelity Covington Trust
285
+ 2.05%
N/A
14.2K $0
FJAN
First Exc Trd Viii Cboe Vest U
3.38K
+ 29.6%
N/A
14.8K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
2.42K
+ 15.36%
N/A
18.1K $0
Fidelity Wise Origin Bitcoin
368
+ 2.39%
N/A
15.7K $0
FDV
Federated Hermes ETF Tr U S St
193K
+ 14.51%
N/A
1.53M $0
AFLG
First Tr Exchange Traded Fd Vi
4.36K
+ 30.52%
N/A
18.6K $0
UTES
Virtus Reaves Utilities ETF
5.83K
+ 5.85%
N/A
106K $0
Dimensional ETF Trust
19.9K
+ 109.42%
N/A
38K $0
Wisdomtree Tr
363
+ 2.08%
N/A
17.8K $0
Arista Networks Inc
804
+ 0.96%
N/A
84.1K $0
Arm Holdings PLC
60
+ 2.64%
N/A
2.34K $0
Astera Labs Inc
90
+ 2.23%
N/A
4.12K $0
Blacksky Technology Inc
2.5K
+ 22.52%
N/A
13.6K $0
Capital Group Conservative E
37.3K
+ 39.08%
N/A
133K $0
Capital Group Core Balanced
69.6K
+ 25.35%
N/A
344K $0
Capital Group Dividend Growe
4.99K
+ 56.94%
N/A
13.7K $0
Capital Grp Fixed Incm ETF T
8.18K
+ 11.9%
N/A
76.9K $0
CGSD
Capital Grp Core Plus Income E
33.7K
+ 11.42%
N/A
328K $0
CGMS
Capital Grp Core Plus Income E
99.8K
+ 4.87%
N/A
2.15M $0
Dimensional ETF Trust
10K
+ 75.96%
N/A
23.2K $0
Ab Active Etfs Inc
6.82K
+ 2.85%
N/A
247K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
31.6K
+ 151.52%
N/A
52.5K $0
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
4
+ 0.06%
N/A
6.49K $0
Ishares Bitcoin Trust ETF
9.98K
+ 40.01%
N/A
34.9K $0
J P Morgan Exchange Traded F
121K
+ 81.46%
N/A
270K $0
Solventum Corp
55
+ 1.57%
N/A
3.56K $0
Neos ETF Trust
43
+ 1.0%
N/A
4.36K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
1.14K
+ 9.72%
N/A
12.9K $0
Sealsq Corp
2.59K
+ 15.66%
N/A
19.1K $0
Cava Group Inc
2.39K
+ 8.0%
N/A
32.2K $0
Pgim ETF Tr
12.5K
+ 147.56%
N/A
21K $0
Rbb Fd Inc
2
+ 0.02%
N/A
11K $0
EWCO
Invesco ETF Tr S&P 500 Equal W

ETFs
7
+ 0.08%
N/A
8.45K $0
FSCO
Fs Cr Opportunities Corp Com
7.23K
+ 8.22%
N/A
95.2K $0
FLQH
Franklin Templeton Libertyq In

ETFs
10.1K
+ 96.03%
N/A
20.6K $0
T Rowe Price ETF Inc
215K
+ 56.56%
N/A
595K $0
Global X Fds
2.76K
+ 28.16%
N/A
12.6K $0
Goldman Sachs ETF Tr
6.1K
+ 83.94%
N/A
13.4K $0
Goldman Sachs ETF Tr
5.58K
+ 73.95%
N/A
13.1K $0
First Tr Exchng Traded Fd Vi
141
+ 2.03%
N/A
7.08K $0
MSI
Motorola Solutions, Inc.

Technology
19
+ 3.42%
$394.72 - $440.39 $7.5K - $8.37K
574 $241K
DVY
Ishares Tr

ETFs
28
+ 0.59%
$118.37 - $134.86 $3.31K - $3.78K
4.74K $629K
RPM
Rpm International Inc

Basic Materials
87
+ 3.2%
$96.97 - $117.58 $8.44K - $10.2K
2.81K $308K
AFG
American Financial Group Inc

Financial Services
13
+ 0.76%
$116.9 - $132.12 $1.52K - $1.72K
1.72K $217K
PSA
Public Storage

Real Estate
8
+ 0.38%
$266.31 - $309.77 $2.13K - $2.48K
2.13K $625K
NOG
Northern Oil & Gas, Inc.

Energy
900
+ 4.7%
$20.6 - $32.16 $18.5K - $28.9K
20K $568K
LSAT
Two Rds Shared Tr Leadershares

ETFs
12
+ 0.06%
$35.2 - $40.71 $422 - $489
19K $751K
FLNG
Flex Lng Ltd.

Energy
129
+ 0.88%
$20.21 - $24.88 $2.61K - $3.21K
14.7K $323K
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
Track This Portfolio

Track Great Valley Advisor Group, Inc. Portfolio

Follow Great Valley Advisor Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Valley Advisor Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Great Valley Advisor Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email