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

Great Valley Advisor Group, Inc.

  • $4.13 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPMD
Spdr Portfolio

ETFs
-674K
- 51.34%
$50.21 - $57.73 $33.8M - $38.9M
639K $32.7M
NVDA
Nvidia Corp

Technology
-32.2K
- 2.76%
$106.98 - $149.43 $3.45M - $4.81M
1.13M $123M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-379K
- 27.79%
$40.03 - $46.81 $15.2M - $17.8M
986K $40.2M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-192K
- 31.96%
N/A
409K $30.6M
AAPL
Apple Inc.

Technology
-4.53K
- 1.02%
$209.68 - $247.1 $950K - $1.12M
438K $97.2M
GOOG
Alphabet Inc.

Communication Services
-30.7K
- 14.78%
$156.06 - $207.71 $4.79M - $6.38M
177K $27.7M
AVUS
American Centy ETF Tr Avantis

ETFs
-120K
- 73.16%
$90.7 - $101.57 $10.9M - $12.2M
44.1K $4.07M
MSFT
Microsoft Corp

Technology
-9.48K
- 5.39%
$375.39 - $447.2 $3.56M - $4.24M
166K $62.4M
EPI
Wisdomtree Tr India Earnings F

ETFs
-202K
- 97.01%
$40.08 - $45.85 $8.1M - $9.27M
6.24K $272K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-122K
- 69.46%
$56.12 - $68.15 $6.83M - $8.3M
53.5K $3.63M
CRM
Salesforce, Inc.

Technology
-5.3K
- 8.09%
$268.36 - $359.95 $1.42M - $1.91M
60.2K $16.2M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-4.65K
- 0.53%
$91.68 - $109.93 $426K - $511K
868K $81.3M
JPM
Jpmorgan Chase & CO

Financial Services
-26.2K
- 17.69%
$225.19 - $279.95 $5.9M - $7.34M
122K $29.9M
FDX
Fedex Corp

Industrials
-18.6K
- 69.8%
$230.33 - $281.53 $4.28M - $5.23M
8.04K $1.96M
CB
Chubb LTD

Financial Services
-18.7K
- 56.2%
$257.71 - $301.99 $4.82M - $5.65M
14.6K $4.4M
CDNS
Cadence Design Systems Inc

Technology
-12.9K
- 39.45%
$233.96 - $324.52 $3.02M - $4.19M
19.8K $5.03M
WMT
Walmart Inc.

Consumer Defensive
-47.6K
- 21.55%
$84.5 - $105.05 $4.03M - $5M
173K $15.2M
NOC
Northrop Grumman Corp

Industrials
-10.5K
- 62.39%
$433.45 - $513.82 $4.56M - $5.4M
6.34K $3.25M
LMT
Lockheed Martin Corp

Industrials
-6.94K
- 17.82%
$423.19 - $506.29 $2.93M - $3.51M
32K $14.3M
HUBB
Hubbell Inc

Industrials
-10.1K
- 90.01%
$330.91 - $456.86 $3.34M - $4.61M
1.12K $370K
PCAR
Paccar Inc

Industrials
-41.2K
- 89.41%
$96.91 - $112.51 $3.99M - $4.63M
4.88K $474K
DHS
Wisdomtree Tr U.S

ETFs
-46.4K
- 89.63%
$91.55 - $99.74 $4.25M - $4.63M
5.38K $533K
SNPS
Synopsys Inc

Technology
-8.36K
- 86.92%
$428.58 - $551.54 $3.58M - $4.61M
1.26K $539K
MCK
Mckesson Corp

Healthcare
-7.78K
- 69.28%
$566.21 - $672.99 $4.4M - $5.23M
3.45K $2.32M
WSO
Watsco Inc

Industrials
-8.49K
- 88.19%
$463.86 - $530.75 $3.94M - $4.5M
1.14K $577K
NEU
Newmarket Corp

Basic Materials
-7.55K
- 90.8%
$482.93 - $570.11 $3.65M - $4.31M
765 $433K
MSA
Msa Safety Inc

Industrials
-23.6K
- 90.96%
$146.69 - $166.47 $3.46M - $3.93M
2.34K $343K
TJX
Tjx Companies Inc

Consumer Cyclical
-32.3K
- 75.72%
$112.81 - $126.16 $3.65M - $4.08M
10.4K $1.26M
AMAT
Applied Materials Inc

Technology
-21.9K
- 68.88%
$145.06 - $195.51 $3.18M - $4.28M
9.89K $1.44M
BRO
Brown & Brown, Inc.

Financial Services
-37.3K
- 84.98%
$100.54 - $124.4 $3.75M - $4.64M
6.6K $820K
AJG
Arthur J. Gallagher & Co.

Financial Services
-13.5K
- 82.36%
$275.89 - $345.24 $3.71M - $4.65M
2.88K $995K
STZ
Constellation Brands, Inc.

Consumer Defensive
-14.8K
- 68.5%
$161.05 - $222.93 $2.39M - $3.31M
6.82K $1.25M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-65.8K
- 11.33%
$49.78 - $53.19 $3.27M - $3.5M
515K $26.3M
PEP
Pepsico Inc

Consumer Defensive
-20.9K
- 19.02%
$142.64 - $156.42 $2.98M - $3.27M
89K $13.3M
DHI
Horton D R Inc

Consumer Cyclical
-23K
- 89.31%
$125.29 - $147.65 $2.89M - $3.4M
2.76K $350K
GD
General Dynamics Corp

Industrials
-12K
- 77.31%
$241.94 - $272.58 $2.91M - $3.28M
3.54K $963K
HSY
Hershey CO

Consumer Defensive
-17.2K
- 53.77%
$144.74 - $186.36 $2.49M - $3.21M
14.8K $2.53M
MCD
Mcdonalds Corp

Consumer Cyclical
-13.5K
- 21.71%
$279.74 - $321.29 $3.78M - $4.35M
48.8K $15.2M
SJM
J M Smucker CO

Consumer Defensive
-26K
- 82.68%
$100.41 - $118.41 $2.61M - $3.08M
5.45K $645K
WEC
Wec Energy Group, Inc.

Utilities
-32.4K
- 68.17%
$92.12 - $108.98 $2.98M - $3.53M
15.1K $1.65M
SHEL
Shell PLC

Energy
-48.1K
- 66.93%
$62.84 - $73.29 $3.03M - $3.53M
23.8K $1.74M
UL
Unilever PLC

Consumer Defensive
-50.4K
- 61.68%
$54.72 - $60.29 $2.76M - $3.04M
31.3K $1.86M
PG
Procter & Gamble CO

Consumer Defensive
-17.5K
- 21.74%
$158.56 - $176.26 $2.78M - $3.09M
63.1K $10.7M
ES
Eversource Energy

Utilities
-49.9K
- 63.62%
$55.63 - $63.8 $2.77M - $3.18M
28.5K $1.77M
O
Realty Income Corp

Real Estate
-52.8K
- 63.75%
$51.67 - $58.49 $2.73M - $3.09M
30K $1.74M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-9.01K
- 43.75%
$402.49 - $513.76 $3.63M - $4.63M
11.6K $5.62M
SO
Southern CO

Utilities
-36.1K
- 53.89%
$80.96 - $92.96 $2.92M - $3.35M
30.9K $2.84M
NVS
Novartis Ag

Healthcare
-28.5K
- 66.11%
$97.14 - $115.57 $2.76M - $3.29M
14.6K $1.63M
XOM
Exxon Mobil Corp

Energy
-28.8K
- 34.49%
$105.44 - $118.93 $3.04M - $3.43M
54.8K $6.51M
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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