Great Valley Advisor Group, Inc. New Holdings in Q2 2025

Great Valley Advisor Group, Inc.

  • $4.08 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BOND
Pimco Active Bond Exchange Tra

ETFs
885K
New
$89.87 - $92.93 $79.6M - $82.3M
885K $81.6M
CORP
Pimco Investment Grade Corp Bd

ETFs
389K
New
$94.14 - $97.31 $36.6M - $37.8M
389K $37.8M
MINO
Pimco ETF Tr Municipal Income

ETFs
415K
New
$43.42 - $45.15 $18M - $18.7M
415K $18.3M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
152K
New
$43.53 - $54.46 $6.61M - $8.27M
152K $8.27M
XSMO
Invesco S&P Smallcap Momentum

ETFs
120K
New
$55.15 - $68.11 $6.62M - $8.17M
120K $8.16M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
58.5K
New
$89.58 - $95.01 $5.24M - $5.55M
58.5K $5.55M
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
98K
New
$52.26 - $53.83 $5.12M - $5.28M
98K $5.22M
HGER
Harbor ETF Tr All Weather Infl
184K
New
$22.13 - $25.39 $4.07M - $4.67M
184K $4.47M
PSC
Principal ETF U.S. Small Cap M

ETFs
71.9K
New
$43.14 - $53.28 $3.1M - $3.83M
71.9K $3.83M
JHMB
John Hancock Exchange Traded

ETFs
134K
New
$21.45 - $22.26 $2.87M - $2.97M
134K $2.92M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
39.7K
New
$49.18 - $50.17 $1.95M - $1.99M
39.7K $1.99M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
19.5K
New
$94.78 - $95.97 $1.85M - $1.87M
19.5K $1.87M
FSLR
First Solar, Inc.

Technology
10.6K
New
$120.38 - $192.98 $1.27M - $2.04M
10.6K $1.75M
FIVA
Fidelity Covington Tr

ETFs
48.4K
New
$23.66 - $29.55 $1.14M - $1.43M
48.4K $1.42M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
27.8K
New
$36.05 - $40.34 $1M - $1.12M
27.8K $1.12M
GTLS
Chart Industries Inc

Industrials
6.75K
New
$115.08 - $175.5 $777K - $1.18M
6.75K $1.11M
FLS
Flowserve Corp

Industrials
20.5K
New
$39.49 - $53.64 $810K - $1.1M
20.5K $1.07M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
9.12K
New
$91.62 - $109.97 $835K - $1M
9.12K $1M
OTTR
Otter Tail Corp

Utilities
10.2K
New
$74.62 - $81.76 $761K - $834K
10.2K $786K
JPIE
J P Morgan Exchange Traded Fd
16.1K
New
$45.12 - $46.32 $726K - $745K
16.1K $745K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
10.3K
New
$49.85 - $64.51 $512K - $662K
10.3K $662K
CTA
Simplify Exch Traded Fds Simpl

ETFs
23K
New
$26.61 - $29.9 $613K - $689K
23K $616K
VST
Vistra Corp.

Utilities
3.07K
New
$98.07 - $195.04 $301K - $599K
3.07K $594K
AIQ
Global X Funds Global X Artifi

ETFs
12.6K
New
$31.5 - $43.69 $397K - $550K
12.6K $549K
BBY
Best Buy CO Inc

Consumer Cyclical
7.52K
New
$56.17 - $75.73 $422K - $569K
7.52K $504K
STLG
Ishares Factors Us Growth Styl

ETFs
10K
New
N/A
10K $502K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
8.09K
New
$40.79 - $50.93 $330K - $412K
8.09K $412K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
6.95K
New
$42.19 - $56.47 $293K - $392K
6.95K $392K
DIHP
Dimensional ETF Tr Dimensional

ETFs
12K
New
$24.32 - $29.74 $292K - $357K
12K $354K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
7.5K
New
$37.51 - $45.52 $281K - $341K
7.5K $339K
BLOK
Amplify ETF Tr Trnsformational

ETFs
5.16K
New
$32.56 - $57.11 $168K - $295K
5.16K $294K
VDC
Vanguard Consumer Staples ETF

ETFs
1.32K
New
$204.89 - $224.73 $271K - $297K
1.32K $289K
IRBO
Ishares Robotics & Artificial

ETFs
8.59K
New
N/A
8.59K $275K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
6.45K
New
$37.24 - $41.76 $240K - $269K
6.45K $269K
IBKR
Interactive Brokers Group, Inc.

Financial Services
4.81K
New
$50.53 - $212.53 $243K - $1.02M
4.81K $266K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
7.32K
New
$32.77 - $36.44 $240K - $267K
7.32K $266K
AMSC
American Superconductor Corp

Industrials
7.24K
New
$15.8 - $37.12 $114K - $269K
7.24K $265K
ROM
Proshares Ultra Technology

ETFs
3.45K
New
$39.98 - $76.11 $138K - $262K
3.45K $262K
NVMI
Nova Ltd.

Technology
938
New
$162.03 - $275.2 $152K - $258K
938 $258K
AOA
Ishares Tr Core Aggressive All

ETFs
3.07K
New
$69.46 - $83.4 $213K - $256K
3.07K $255K
THC
Tenet Healthcare Corp

Healthcare
1.37K
New
$110.41 - $176.0 $151K - $240K
1.37K $240K
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
6.77K
New
$29.0 - $35.55 $196K - $241K
6.77K $240K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
4.98K
New
$35.38 - $48.3 $176K - $240K
4.98K $240K
SYF
Synchrony Financial

Financial Services
3.57K
New
$43.81 - $66.74 $156K - $238K
3.57K $238K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
10.5K
New
$21.55 - $22.2 $227K - $233K
10.5K $232K
MAS
Masco Corp

Industrials
3.61K
New
$58.73 - $71.06 $212K - $257K
3.61K $232K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
10.3K
New
$22.18 - $23.36 $229K - $241K
10.3K $231K
UGI
Ugi Corp

Utilities
6.3K
New
$30.18 - $36.59 $190K - $230K
6.3K $229K
AVY
Avery Dennison Corp

Industrials
1.3K
New
$159.58 - $183.97 $208K - $240K
1.3K $228K
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