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
DFUS
Dimensional ETF Tr U S Equity

ETFs
1
+ 0.0%
$59.61 - $66.71 $59.6 - $66.7
31.5K $1.91M
CCL
Carnival Corp

Consumer Cyclical
571
+ 2.62%
$19.08 - $28.49 $10.9K - $16.3K
22.3K $436K
IJS
Ishares S&P Smallcap 600 Value

ETFs
72
+ 0.66%
$96.3 - $112.23 $6.93K - $8.08K
11K $1.07M
SOXX
Ishares Semiconductor ETF

ETFs
109
+ 2.02%
$188.17 - $235.81 $20.5K - $25.7K
5.5K $1.03M
VV
Vanguard Large Cap ETF

ETFs
619
+ 2.69%
$253.32 - $282.66 $157K - $175K
23.6K $6.07M
VGT
Vanguard Information Technolog

ETFs
85
+ 3.6%
$542.38 - $646.34 $46.1K - $54.9K
2.44K $1.33M
CEG
Constellation Energy Corp

Utilities
33
+ 0.48%
$201.63 - $347.44 $6.65K - $11.5K
6.89K $1.39M
VTWG
Vanguard Russell 2000 Growth E

ETFs
109
+ 1.34%
$185.73 - $221.19 $20.2K - $24.1K
8.27K $1.54M
AI
C3.Ai, Inc.

Technology
200
+ 1.48%
$20.92 - $36.93 $4.18K - $7.39K
13.7K $288K
CAT
Caterpillar Inc

Industrials
444
+ 4.39%
$326.75 - $407.63 $145K - $181K
10.6K $3.48M
TGT
Target Corp

Consumer Defensive
754
+ 6.71%
$103.65 - $142.5 $78.2K - $107K
12K $1.25M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.26K
+ 3.22%
$24.91 - $29.02 $131K - $153K
169K $4.22M
MRVL
Marvell Technology, Inc.

Technology
100
+ 1.38%
$61.57 - $126.06 $6.16K - $12.6K
7.36K $453K
TTD
Trade Desk, Inc.

Technology
1.12K
+ 16.75%
$53.59 - $126.58 $59.9K - $142K
7.79K $426K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
265
+ 1.97%
$254.58 - $302.92 $67.5K - $80.3K
13.7K $3.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
6.93K
+ 5.6%
$92.45 - $106.69 $641K - $740K
131K $12.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.12K
+ 1.33%
$57.21 - $65.8 $121K - $139K
161K $9.42M
DAL
Delta Air Lines, Inc.

Industrials
3.96K
+ 9.45%
$43.6 - $69.06 $172K - $273K
45.8K $2M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.3K
+ 2.65%
$551.42 - $612.93 $718K - $798K
50.3K $28.2M
DIS
Walt Disney CO

Communication Services
656
+ 1.24%
$96.87 - $114.0 $63.5K - $74.8K
53.4K $5.27M
PAVE
Global X Fds Us Infrastructure

ETFs
14.8K
+ 2.92%
$37.31 - $43.82 $551K - $647K
520K $19.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
21.3K
+ 2.27%
$32.42 - $36.13 $689K - $768K
959K $31.6M
VTI
Vanguard Total Stock Market Et

ETFs
1.85K
+ 2.1%
$271.18 - $303.12 $501K - $560K
89.8K $24.7M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
9.6K
+ 4.81%
$110.9 - $132.93 $1.06M - $1.28M
209K $23.8M
XLK
Technology Sector Spdr

ETFs
1.17K
+ 2.09%
$206.38 - $242.18 $242K - $284K
57.3K $11.8M
DFAS
Dimensional ETF Tr U S Small C

ETFs
36K
+ 5.41%
$58.81 - $68.2 $2.12M - $2.45M
701K $41.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
288
+ 0.71%
$360.07 - $417.26 $104K - $120K
40.8K $14.7M
NOW
Service Now, Inc.

Technology
220
+ 2.97%
$783.83 - $1170.39 $172K - $257K
7.63K $6.08M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.54K
+ 2.54%
$468.34 - $539.52 $721K - $831K
62.1K $29.1M
VUG
Vanguard Growth ETF

ETFs
1.34K
+ 1.93%
$369.1 - $427.61 $493K - $571K
70.6K $26.2M
TSLA
Tesla, Inc.

Consumer Cyclical
2.71K
+ 7.49%
$222.15 - $428.22 $602K - $1.16M
38.9K $10.1M
AVGO
Broadcom Inc.

Technology
2.89K
+ 3.4%
$167.43 - $244.7 $484K - $707K
87.8K $14.7M
GOOGL
Alphabet Inc.

Communication Services
1.02K
+ 0.67%
$154.33 - $206.19 $157K - $209K
153K $23.7M
AMZN
Amazon Com Inc

Consumer Cyclical
2.05K
+ 0.63%
$190.26 - $242.06 $390K - $496K
328K $62.4M
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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