Great Valley Advisor Group, Inc. New Holdings in Q3 2024

Great Valley Advisor Group, Inc.

  • $3.84 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
76.7K
New
$59.61 - $60.15 $4.57M - $4.61M
76.7K $4.59M
SJM
J M Smucker CO

Consumer Defensive
27K
New
$109.12 - $122.4 $2.94M - $3.3M
27K $3.27M
IAK
Ishares Tr

ETFs
22.8K
New
$112.0 - $130.47 $2.55M - $2.97M
22.8K $2.94M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
59K
New
$44.83 - $47.42 $2.65M - $2.8M
59K $2.78M
AOA
Ishares Tr Core Aggressive All

ETFs
26.2K
New
$72.11 - $79.05 $1.89M - $2.07M
26.2K $2.07M
CGCP
Capital Group Core Plus Income

ETFs
86.8K
New
$22.12 - $23.31 $1.92M - $2.02M
86.8K $2.01M
FNDA
Schwab Fundamental U S Small C

ETFs
29K
New
$54.26 - $60.01 $1.57M - $1.74M
29K $1.73M
OEF
Ishares S&P 100 ETF

ETFs
5.85K
New
$266.03 - $266.03 $1.55M - $1.55M
5.85K $1.55M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
38.1K
New
$35.7 - $41.13 $1.36M - $1.57M
38.1K $1.54M
MLPX
Global X Mlp & Energy Infrastr

ETFs
17.2K
New
$50.37 - $55.21 $867K - $950K
17.2K $936K
FDVV
Fidelity High Dividend ETF

ETFs
11.1K
New
$46.26 - $50.65 $513K - $562K
11.1K $562K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
3.53K
New
$127.29 - $141.5 $449K - $500K
3.53K $492K
PRI
Primerica, Inc.

Financial Services
1.5K
New
$233.01 - $266.6 $349K - $400K
1.5K $397K
HDV
Ishares Core High Dividend ETF

ETFs
3.14K
New
$107.62 - $118.76 $338K - $373K
3.14K $369K
IWX
Ishares Tr Russell 200 Value E

ETFs
4.48K
New
$74.49 - $81.27 $333K - $364K
4.48K $363K
CCI
Crown Castle International Corp

Real Estate
3.06K
New
$95.29 - $120.24 $291K - $367K
3.06K $362K
AAON
Aaon, Inc.

Industrials
3.27K
New
$83.58 - $107.82 $273K - $352K
3.27K $352K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
5.22K
New
$56.16 - $68.57 $293K - $358K
5.22K $346K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
7.35K
New
$36.99 - $40.84 $272K - $300K
7.35K $299K
AON
Aon PLC

Financial Services
833
New
$293.16 - $351.06 $244K - $292K
833 $288K
FCX
Freeport Mcmoran Inc

Basic Materials
5.65K
New
$39.52 - $51.92 $223K - $293K
5.65K $281K
VST
Vistra Corp.

Utilities
2.33K
New
$69.0 - $119.06 $161K - $277K
2.33K $276K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.34K
New
$178.94 - $207.0 $240K - $278K
1.34K $269K
D
Dominion Energy, Inc

Utilities
4.6K
New
$48.01 - $58.53 $221K - $269K
4.6K $266K
FNDF
Schwab Fundamental Intl Large

ETFs
7.14K
New
$33.67 - $37.71 $240K - $269K
7.14K $266K
XSMO
Invesco S&P Smallcap Momentum

ETFs
4.01K
New
$59.5 - $67.14 $239K - $269K
4.01K $265K
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.58K
New
$93.65 - $97.81 $241K - $252K
2.58K $252K
COPX
Global X Copper Miners ETF

ETFs
5.08K
New
$38.58 - $48.4 $196K - $246K
5.08K $240K
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.33K
New
$38.04 - $45.36 $203K - $242K
5.33K $238K
LEN
Lennar Corp

Consumer Cyclical
1.25K
New
$142.5 - $192.45 $179K - $241K
1.25K $235K
WMB
Williams Companies, Inc.

Energy
5.16K
New
$41.24 - $46.22 $213K - $238K
5.16K $235K
FFIV
F5, Inc.

Technology
1.07K
New
$170.44 - $223.6 $183K - $239K
1.07K $235K
THC
Tenet Healthcare Corp

Healthcare
1.39K
New
$129.27 - $168.03 $179K - $233K
1.39K $230K
IOO
Ishares Tr Global 100 ETF

ETFs
2.31K
New
$89.63 - $100.83 $207K - $232K
2.31K $228K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.42K
New
$136.93 - $162.81 $194K - $231K
1.42K $227K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.66K
New
$33.89 - $41.64 $192K - $236K
5.66K $225K
NTNX
Nutanix, Inc.

Technology
3.81K
New
$46.0 - $63.19 $175K - $241K
3.81K $225K
CTAS
Cintas Corp

Industrials
1.09K
New
$201.38 - $819.83 $218K - $890K
1.09K $223K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
194
New
$1015.62 - $1159.62 $197K - $225K
194 $223K
FDS
Factset Research Systems Inc

Financial Services
486
New
$397.04 - $469.48 $193K - $228K
486 $223K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
2.28K
New
$86.23 - $103.97 $197K - $237K
2.28K $221K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3.56K
New
$55.06 - $62.25 $196K - $222K
3.56K $219K
BK
Bank Of New York Mellon Corp

Financial Services
3.05K
New
$59.54 - $72.17 $181K - $220K
3.05K $218K
CBRE
Cbre Group, Inc.

Real Estate
1.74K
New
$85.97 - $124.48 $150K - $217K
1.74K $216K
FNK
First Trust Mid Cap Value Alph

ETFs
3.93K
New
$50.08 - $55.68 $197K - $219K
3.93K $213K
UYG
Proshares Ultra Financials

ETFs
2.78K
New
$62.72 - $77.9 $174K - $216K
2.78K $212K
EQT
Eqt Corp

Energy
5.69K
New
$30.21 - $37.21 $172K - $212K
5.69K $208K
XYLD
Global X Fds S&P 500 Covered C

ETFs
5K
New
$38.49 - $41.61 $192K - $208K
5K $207K
BR
Broadridge Financial Solutions, Inc.

Technology
952
New
$196.56 - $218.55 $187K - $208K
952 $204K
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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