Great Valley Advisor Group, Inc. Incresed Positions in Q3 2024

Great Valley Advisor Group, Inc.

  • $3.84 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LGOV
First Tr ETF Iv Long Duration

ETFs
430
+ 4.39%
$20.77 - $22.83 $8.93K - $9.82K
10.2K $229K
EA
Electronic Arts Inc.

Communication Services
112
+ 6.99%
$137.32 - $151.82 $15.4K - $17K
1.72K $246K
FEM
First Trust Emerging Markets A

ETFs
961
+ 8.98%
$22.14 - $24.52 $21.3K - $23.6K
11.7K $279K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
21
+ 4.99%
$1024.09 - $1201.76 $21.5K - $25.2K
442 $464K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
39
+ 0.43%
$76.94 - $79.54 $3K - $3.1K
9.02K $716K
TXN
Texas Instruments Inc

Technology
111
+ 4.99%
$194.6 - $194.6 $21.6K - $21.6K
2.34K $454K
DFAE
Dimensional ETF Tr

ETFs
71
+ 0.62%
$24.46 - $27.82 $1.74K - $1.98K
11.6K $318K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
5.07K
+ 8.41%
$6.77 - $7.11 $34.3K - $36.1K
65.4K $445K
URA
Global X Uranium ETF

ETFs
974
+ 4.16%
$23.18 - $31.26 $22.6K - $30.4K
24.4K $697K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
1.5K
+ 12.86%
$16.12 - $18.36 $24.2K - $27.5K
13.2K $223K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
7
+ 0.14%
$54.38 - $59.77 $381 - $418
4.97K $294K
IYW
Ishares Dj Us Tech ETF

ETFs
73
+ 1.88%
$133.16 - $158.73 $9.72K - $11.6K
3.96K $600K
PFN
Pimco Income Strategy Fund Ii

Financial Services
1.28K
+ 10.34%
$7.02 - $7.62 $8.96K - $9.72K
13.6K $103K
CHD
Church & Dwight CO Inc

Consumer Defensive
65
+ 1.03%
$98.01 - $106.59 $6.37K - $6.93K
6.39K $669K
WTRG
Essential Utilities, Inc.

Utilities
29
+ 0.33%
$36.74 - $41.49 $1.07K - $1.2K
8.93K $344K
NXPI
Nxp Semiconductors N.V.

Technology
311
+ 14.23%
$225.14 - $290.78 $70K - $90.4K
2.5K $599K
AIG
American International Group, Inc.

Financial Services
208
+ 3.75%
$70.16 - $79.23 $14.6K - $16.5K
5.76K $421K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
2
+ 0.06%
$114.52 - $127.8 $229 - $256
3.55K $444K
EOG
Eog Resources Inc

Energy
95
+ 5.76%
$117.9 - $132.65 $11.2K - $12.6K
1.74K $214K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
242
+ 1.26%
$12.49 - $13.7 $3.02K - $3.32K
19.5K $266K
SAM
Boston Beer CO Inc

Consumer Defensive
68
+ 8.51%
$265.09 - $301.9 $18K - $20.5K
867 $250K
FV
First Trust Dorsey Wright Focu

ETFs
1
+ 0.03%
$51.35 - $59.82 $51.4 - $59.8
3.7K $215K
DELL
Dell Technologies Inc.

Technology
942
+ 16.83%
$87.89 - $145.97 $82.8K - $138K
6.54K $775K
TLRY
Tilray Brands, Inc.

Healthcare
33
+ 0.15%
$1.62 - $2.03 $53.5 - $67
22.7K $39K
CCL
Carnival Corp

Consumer Cyclical
330
+ 1.54%
$14.01 - $19.18 $4.62K - $6.33K
21.8K $402K
RJF
Raymond James Financial Inc

Financial Services
42
+ 1.06%
$106.39 - $125.13 $4.47K - $5.26K
4.01K $491K
Wisdomtree Tr
1.23K
+ 8.63%
N/A
15.5K $0
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
192
+ 3.28%
N/A
6.04K $0
YEAR
Ab Active Etfs Inc Ultra Short
543
+ 3.67%
N/A
15.3K $0
Pimco ETF Tr
94K
+ 57.13%
N/A
259K $0
IDVO
Amplify ETF Tr Intl Enhanced D
1.99K
+ 0.31%
N/A
648K $0
Arm Holdings PLC
102
+ 5.48%
N/A
1.96K $0
Rbb Fd Inc
2.6K
+ 27.73%
N/A
12K $0
Victory Portfolios Ii
227K
+ 45.48%
N/A
727K $0
Cava Group Inc
215
+ 2.43%
N/A
9.08K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
11.2K
+ 38.68%
N/A
40.1K $0
CGMU
Capital Group Core Plus Income
145K
+ 19.14%
N/A
905K $0
Amplify ETF Tr
2.55K
+ 13.76%
N/A
21.1K $0
JPHY
Jp Morgan High Yield Research

ETFs
14K
+ 2.94%
N/A
489K $0
GCT
Giga Cloud Technology Inc.

Technology
14.4K
+ 133.03%
N/A
25.2K $0
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
6
+ 0.07%
$147.95 - $191.05 $888 - $1.15K
8.62K $1.5M
Labcorp Holdings Inc
135
+ 5.8%
N/A
2.46K $0
Ab Active Etfs Inc
41.7K
+ 39.8%
N/A
147K $0
JGRO
J P Morgan Exchange Traded Fd
92.1K
+ 175.0%
N/A
145K $0
Maplebear Inc
200
+ 1.94%
N/A
10.5K $0
J P Morgan Exchange Traded F
12.2K
+ 11.29%
N/A
120K $0
Morgan Stanley ETF Trust
1.21K
+ 24.44%
N/A
6.16K $0
Hafnia LTD
1.45K
+ 9.8%
N/A
16.3K $0
NFTY
First Tr Alphadex Fd Ii India
2.45K
+ 1.55%
N/A
160K $0
Activity Summary
Buys All Purchases 553 New Holdings 75 Increased Positions 478 Sells All Sells 239 Reductions 239 Sold out 0 Options Calls 0 Puts 0
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