Great Valley Advisor Group, Inc. New Holdings in Q1 2025

Great Valley Advisor Group, Inc.

  • $4.13 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JMEE
J P Morgan Exchange Traded Fd

ETFs
691K
New
$54.51 - $63.63 $37.6M - $43.9M
691K $38.7M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
568K
New
$61.9 - $66.89 $35.1M - $38M
568K $36.1M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
530K
New
$40.34 - $45.45 $21.4M - $24.1M
530K $23.4M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
13.1K
New
$178.65 - $194.73 $2.35M - $2.56M
13.1K $2.41M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
81.5K
New
$25.44 - $25.58 $2.07M - $2.08M
81.5K $2.08M
BBUS
J P Morgan Exchg Traded Fd

ETFs
20.2K
New
$99.5 - $110.97 $2.01M - $2.24M
20.2K $2.04M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
131K
New
$15.0 - $15.91 $1.96M - $2.08M
131K $2.04M
IHDG
Wisdomtree Tr

ETFs
45K
New
$43.4 - $47.51 $1.95M - $2.14M
45K $1.95M
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
72.7K
New
$22.19 - $22.84 $1.61M - $1.66M
72.7K $1.63M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
58.8K
New
$26.06 - $28.54 $1.53M - $1.68M
58.8K $1.54M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
19.8K
New
$66.3 - $74.17 $1.31M - $1.47M
19.8K $1.38M
HDV
Ishares Core High Dividend ETF

ETFs
8.3K
New
$110.86 - $121.12 $920K - $1.01M
8.3K $1.01M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
17.6K
New
$51.3 - $56.76 $902K - $998K
17.6K $931K
CGXU
Capital Group Intl Focus Equit

ETFs
27.8K
New
$24.48 - $26.59 $681K - $740K
27.8K $680K
SPC
Trust For Professional Mgr Cro

ETFs
32.3K
New
$20.65 - $20.99 $667K - $678K
32.3K $676K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
13.7K
New
$44.72 - $46.25 $613K - $634K
13.7K $631K
FBT
First Trust Nyse Arca Biotechn

ETFs
3.69K
New
$164.86 - $182.19 $608K - $671K
3.69K $626K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
4.1K
New
$132.75 - $177.12 $544K - $726K
4.1K $625K
ZECP
Zacks Tr Earnings Constant Por

ETFs
19.1K
New
$29.24 - $32.07 $558K - $612K
19.1K $574K
DUHP
Dimensional ETF Tr Dimensional

ETFs
16.5K
New
$32.57 - $35.82 $536K - $590K
16.5K $545K
TFLO
Ishares Treasury Floating Rate

ETFs
8.25K
New
$50.48 - $50.68 $416K - $418K
8.25K $417K
TRGP
Targa Resources Corp.

Energy
1.98K
New
$178.44 - $217.22 $353K - $430K
1.98K $396K
SPIB
Spdr Portfolio Intermediate Te

ETFs
11.3K
New
$32.5 - $33.3 $366K - $375K
11.3K $373K
FLMI
Franklin Dynamic Municipal Bon

ETFs
13.9K
New
$24.22 - $24.86 $336K - $345K
13.9K $339K
ARGX
Argenx Se

Healthcare
568
New
$571.0 - $671.75 $324K - $382K
568 $336K
BLDR
Builders First Source, Inc.

Industrials
2.67K
New
$122.8 - $173.51 $328K - $463K
2.67K $333K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
6.65K
New
$46.86 - $50.66 $312K - $337K
6.65K $322K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
3.84K
New
$79.96 - $87.71 $307K - $336K
3.84K $315K
HWM
Howmet Aerospace Inc.

Industrials
2.4K
New
$110.79 - $139.39 $266K - $335K
2.4K $311K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
11.6K
New
$25.35 - $27.46 $295K - $320K
11.6K $308K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
7.6K
New
$40.24 - $40.65 $306K - $309K
7.6K $308K
CMBS
Ishares Cmbs ETF

ETFs
6.43K
New
$47.16 - $48.21 $303K - $310K
6.43K $308K
TCHP
T Rowe Price Exchange Traded F

Technology
7.91K
New
$37.86 - $44.2 $299K - $350K
7.91K $301K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
11.7K
New
$24.66 - $26.1 $290K - $307K
11.7K $293K
AEM
Agnico Eagle Mines LTD

Basic Materials
2.66K
New
$79.66 - $108.41 $212K - $289K
2.66K $288K
GSHD
Goosehead Insurance, Inc.

Financial Services
2.39K
New
$98.59 - $123.84 $235K - $296K
2.39K $281K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
9.1K
New
$29.02 - $34.76 $264K - $316K
9.1K $276K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
19.1K
New
$14.22 - $14.83 $272K - $284K
19.1K $276K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
7.13K
New
$36.64 - $45.76 $261K - $326K
7.13K $267K
CCI
Crown Castle International Corp

Real Estate
2.46K
New
$84.33 - $106.39 $207K - $261K
2.46K $256K
BKR
Baker Hughes CO

Energy
5.69K
New
$41.16 - $48.85 $234K - $278K
5.69K $249K
FCX
Freeport Mcmoran Inc

Basic Materials
6.47K
New
$34.5 - $43.01 $223K - $278K
6.47K $244K
MSI
Motorola Solutions, Inc.

Technology
555
New
$411.73 - $482.1 $229K - $268K
555 $242K
CNP
Centerpoint Energy Inc

Utilities
6.6K
New
$30.87 - $36.25 $204K - $239K
6.6K $239K
NRG
Nrg Energy, Inc.

Utilities
2.45K
New
$84.82 - $113.33 $208K - $277K
2.45K $233K
HCA
Hca Healthcare, Inc.

Healthcare
676
New
$296.7 - $345.55 $201K - $234K
676 $233K
SYY
Sysco Corp

Consumer Defensive
3.1K
New
$70.0 - $77.13 $217K - $239K
3.1K $232K
DISV
Dimensional ETF Tr Dimensional

ETFs
7.57K
New
$26.09 - $30.21 $198K - $229K
7.57K $220K
HYMU
Blackrock ETF Tr Ii High Yield
9.52K
New
$22.43 - $23.19 $214K - $221K
9.52K $218K
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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