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
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
344
+ 1.04%
$47.35 - $48.24 $16.3K - $16.6K
33.3K $1.58M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
54
+ 0.83%
$59.15 - $62.71 $3.19K - $3.39K
6.55K $404K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
9
+ 0.18%
$58.32 - $65.09 $525 - $586
4.95K $297K
SCCO
Southern Copper Corp

Basic Materials
3
+ 0.08%
$85.92 - $101.48 $258 - $304
3.71K $346K
FXG
First Tr Exchange Traded First

ETFs
11
+ 0.18%
$62.56 - $65.85 $688 - $724
6.04K $394K
ALE
Allete Inc

Utilities
1
+ 0.02%
$64.9 - $65.91 $64.9 - $65.9
4.08K $268K
VAW
Vanguard Materials ETF

ETFs
7
+ 0.36%
$185.71 - $202.46 $1.3K - $1.42K
1.97K $371K
VXF
Vanguard Extended Market ETF

ETFs
539
+ 10.59%
$170.36 - $201.04 $91.8K - $108K
5.63K $969K
PFN
Pimco Income Strategy Fund Ii

Financial Services
30
+ 0.22%
$7.41 - $7.64 $222 - $229
13.7K $103K
NINE
Nine Energy Service, Inc.

Energy
500
+ 2.5%
$0.99 - $1.48 $495 - $740
20.5K $23K
Ishares Bitcoin Trust ETF
17.4K
+ 232.64%
N/A
24.9K $0
Capital Grp Fixed Incm ETF T
17.1K
+ 122.79%
N/A
31.1K $0
CGMS
Capital Grp Core Plus Income E
5.49K
+ 0.27%
N/A
2.05M $0
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.92K
+ 12.9%
$67.24 - $84.27 $129K - $162K
16.8K $1.15M
XSEP
Frst Tr Ex Trd Viii Cboe Vest
138K
+ 233.59%
N/A
198K $0
FSCO
Fs Cr Opportunities Corp Com
408
+ 0.47%
N/A
88K $0
FDLO
Fidelity Covington Tr Low Vola

ETFs
2
+ 0.01%
$59.43 - $63.22 $119 - $126
14.3K $865K
Ge Healthcare Technologies I
191
+ 4.97%
N/A
4.04K $0
Global X Fds
2.82K
+ 40.3%
N/A
9.81K $0
Fidelity Covington Trust
10K
+ 18.65%
N/A
63.7K $0
UTES
Virtus Reaves Utilities ETF
3.95K
+ 4.12%
N/A
99.7K $0
Goldman Sachs ETF Tr
1.04K
+ 16.65%
N/A
7.27K $0
Goldman Sachs ETF Tr
478
+ 6.76%
N/A
7.55K $0
Ge Vernova Inc
3K
+ 108.5%
N/A
5.76K $0
EWCO
Invesco ETF Tr S&P 500 Equal W

ETFs
124
+ 1.49%
N/A
8.44K $0
Dimensional ETF Trust
53.7K
+ 3.11%
N/A
1.78M $0
CGSD
Capital Grp Core Plus Income E
25.9K
+ 9.62%
N/A
295K $0
CGMU
Capital Group Core Plus Income
80.7K
+ 8.21%
N/A
1.06M $0
J P Morgan Exchange Traded F
8.79K
+ 7.01%
N/A
134K $0
YEAR
Ab Active Etfs Inc Ultra Short
1.5K
+ 11.53%
N/A
14.5K $0
JGRO
J P Morgan Exchange Traded Fd
497K
+ 311.94%
N/A
657K $0
MGEE
Mge Energy Inc

Utilities
186
+ 1.11%
$85.7 - $94.18 $15.9K - $17.5K
16.9K $1.57M
JPHY
Jp Morgan High Yield Research

ETFs
8.67K
+ 1.63%
N/A
541K $0
J P Morgan Exchange Traded F
110K
+ 282.93%
N/A
149K $0
Linde PLC
3
+ 0.07%
N/A
4.47K $0
Wisdomtree Tr
1.55K
+ 9.76%
N/A
17.4K $0
Maplebear Inc
858
+ 7.94%
N/A
11.7K $0
Lithium Amers Corp New
800
+ 5.37%
N/A
15.7K $0
AMP
Ameriprise Financial Inc

Financial Services
108
+ 9.96%
$472.29 - $575.13 $51K - $62.1K
1.19K $577K
Cava Group Inc
17.9K
+ 150.63%
N/A
29.8K $0
Morgan Stanley ETF Trust
23
+ 0.37%
N/A
6.18K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
6.19K
+ 111.84%
N/A
11.7K $0
Victory Portfolios Ii
340K
+ 30.8%
N/A
1.45M $0
Capital Group Core Balanced
212K
+ 336.68%
N/A
275K $0
Arm Holdings PLC
36
+ 1.61%
N/A
2.28K $0
Arista Networks Inc
7.84K
+ 10.39%
N/A
83.3K $0
Ab Active Etfs Inc
19.6K
+ 8.91%
N/A
240K $0
Capital Grp Fixed Incm ETF T
52.1K
+ 312.88%
N/A
68.7K $0
BYLD
Ishares Tr Yield Optimized Bd
12K
+ 61.3%
N/A
31.6K $0
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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