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
Capital Group Conservative E
84.8K
+ 789.81%
N/A
95.6K $0
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
5
+ 0.13%
$92.03 - $93.95 $460 - $470
3.96K $365K
ADM
Archer Daniels Midland CO

Consumer Defensive
354
+ 5.0%
$45.22 - $52.17 $16K - $18.5K
7.43K $356K
PSEC
Prospect Capital Corp

Financial Services
338
+ 1.73%
$4.1 - $4.45 $1.39K - $1.5K
19.9K $81K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
358
+ 15.02%
$76.24 - $95.41 $27.3K - $34.2K
2.74K $213K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
163
+ 3.4%
$49.85 - $56.22 $8.13K - $9.16K
4.96K $251K
AXP
American Express CO

Financial Services
294
+ 9.68%
$255.39 - $325.87 $75.1K - $95.8K
3.33K $896K
BIIB
Biogen Inc.

Healthcare
310
+ 10.4%
$133.43 - $153.27 $41.4K - $47.5K
3.29K $450K
IYJ
Ishares Tr

ETFs
2
+ 0.1%
$127.48 - $142.0 $255 - $284
1.96K $255K
IGV
Ishares Expanded Tech Software

ETFs
189
+ 8.94%
$88.3 - $107.83 $16.7K - $20.4K
2.3K $205K
APP
App Lovin Corp

Technology
551
+ 20.93%
$238.08 - $510.13 $131K - $281K
3.18K $843K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
409
+ 5.48%
$96.85 - $111.39 $39.6K - $45.6K
7.87K $776K
FXO
First Tr Exchange Traded Fd Fi

ETFs
20
+ 0.21%
$50.93 - $57.24 $1.02K - $1.14K
9.64K $510K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.76K
+ 28.26%
$65.15 - $91.81 $114K - $161K
7.97K $519K
TLRY
Tilray Brands, Inc.

Healthcare
7.25K
+ 31.96%
$0.59 - $1.46 $4.28K - $10.6K
29.9K $19K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
3
+ 0.09%
$119.84 - $136.1 $360 - $408
3.41K $412K
FNK
First Trust Mid Cap Value Alph

ETFs
1
+ 0.03%
$48.96 - $55.86 $49 - $55.9
3.98K $200K
ANSS
Ansys Inc

Technology
20
+ 1.95%
$316.56 - $360.36 $6.33K - $7.21K
1.05K $331K
SWK
Stanley Black & Decker, Inc.

Industrials
60
+ 1.0%
$76.43 - $90.41 $4.59K - $5.42K
6.09K $467K
FIS
Fidelity National Information Services, Inc.

Technology
192
+ 3.82%
$68.12 - $83.42 $13.1K - $16K
5.22K $389K
VBR
Vanguard Small Cap Value ETF

ETFs
401
+ 5.18%
$183.02 - $207.75 $73.4K - $83.3K
8.15K $1.52M
PWR
Quanta Services, Inc.

Industrials
94
+ 13.41%
$236.71 - $358.03 $22.3K - $33.7K
795 $202K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.6K
+ 5.53%
$16.57 - $18.85 $26.5K - $30.1K
30.5K $506K
CMI
Cummins Inc

Industrials
227
+ 8.7%
$312.92 - $386.07 $71K - $87.6K
2.84K $888K
IBB
Ishares Biotechnology ETF

ETFs
27
+ 0.48%
$127.9 - $140.56 $3.45K - $3.8K
5.68K $726K
MTB
M&T Bank Corp

Financial Services
37
+ 1.11%
$170.47 - $201.98 $6.31K - $7.47K
3.38K $604K
SAM
Boston Beer CO Inc

Consumer Defensive
140
+ 14.11%
$219.16 - $301.26 $30.7K - $42.2K
1.13K $270K
HYD
Vaneck High Yield Muni ETF

ETFs
617
+ 0.73%
$50.79 - $52.53 $31.3K - $32.4K
85.1K $4.35M
IAI
Ishares Tr Us Broker Dealers &

ETFs
133
+ 1.1%
$134.68 - $159.3 $17.9K - $21.2K
12.3K $1.72M
STRL
Sterling Construction CO Inc

Industrials
1.82K
+ 41.84%
$108.65 - $200.56 $198K - $365K
6.16K $697K
VTHR
Vanguard Russell 3000 ETF

ETFs
87
+ 1.84%
$243.2 - $272.04 $21.2K - $23.7K
4.8K $1.19M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
149
+ 0.16%
$44.81 - $46.22 $6.68K - $6.89K
90.8K $4.09M
SRE
Sempra Energy

Utilities
430
+ 9.51%
$67.85 - $87.67 $29.2K - $37.7K
4.95K $353K
VTWV
Vanguard Russell 2000 Value Et

ETFs
194
+ 3.14%
$131.51 - $149.24 $25.5K - $29K
6.37K $848K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
59
+ 0.31%
$75.47 - $84.24 $4.45K - $4.97K
19.4K $1.49M
IXN
Ishares Global Information Tec

ETFs
97
+ 1.33%
$75.73 - $88.4 $7.35K - $8.57K
7.41K $561K
URA
Global X Uranium ETF

ETFs
1.25K
+ 5.34%
$22.92 - $30.98 $28.7K - $38.7K
24.7K $565K
RJF
Raymond James Financial Inc

Financial Services
1
+ 0.02%
$137.62 - $172.64 $138 - $173
4.02K $557K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
19
+ 0.69%
$203.38 - $274.79 $3.86K - $5.22K
2.78K $571K
IWL
Ishares Tr Russell 200 ETF

ETFs
768
+ 3.23%
$135.83 - $151.73 $104K - $117K
24.6K $3.38M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
2.75K
+ 15.56%
$18.53 - $29.07 $51K - $80K
20.4K $387K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
9
+ 0.08%
$96.93 - $109.51 $872 - $986
10.8K $1.06M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
5
+ 0.24%
$522.96 - $601.18 $2.61K - $3.01K
2.13K $1.13M
LOW
Lowes Companies Inc

Consumer Cyclical
1.6K
+ 4.83%
$222.66 - $268.42 $356K - $429K
34.7K $8.09M
NKE
Nike, Inc.

Consumer Cyclical
1.05K
+ 8.47%
$63.29 - $81.72 $66.6K - $86.1K
13.5K $856K
ROST
Ross Stores, Inc.

Consumer Cyclical
13
+ 0.36%
$123.3 - $154.95 $1.6K - $2.01K
3.64K $464K
DELL
Dell Technologies Inc.

Technology
78
+ 1.92%
$90.34 - $124.66 $7.05K - $9.72K
4.15K $377K
MRNA
Moderna, Inc.

Healthcare
141
+ 1.96%
$28.35 - $47.53 $4K - $6.7K
7.33K $207K
TROW
Price T Rowe Group Inc

Financial Services
74
+ 1.45%
$91.57 - $116.93 $6.78K - $8.65K
5.17K $475K
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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