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

Great Valley Advisor Group, Inc.

  • $4.08 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
American Healthcare Reit Inc
-374
- 4.05%
N/A
8.86K $0
Victory Portfolios Ii
-9.45K
- 0.65%
N/A
1.44M $0
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-367
- 6.4%
$108.87 - $133.04 $40K - $48.8K
5.37K $714K
RYE
Invesco Exchange Traded Fd Tr

ETFs
-1.24K
- 7.68%
N/A
14.9K $0
CGMU
Capital Group Core Plus Income
-117K
- 10.98%
N/A
947K $0
Morgan Stanley ETF Trust
-200
- 3.23%
N/A
5.98K $0
Kenvue Inc
-326
- 2.65%
N/A
12K $0
Strategic Trust
-639
- 3.53%
N/A
17.5K $0
GM
General Motors CO

Consumer Cyclical
-571
- 4.31%
$42.48 - $50.46 $24.3K - $28.8K
12.7K $623K
Labcorp Holdings Inc
-97
- 4.17%
N/A
2.23K $0
Blackrock ETF Trust Ii
-69
- 0.6%
N/A
11.5K $0
TAFI
Ab Active Etfs Inc Tax Aware S
-2.48K
- 10.42%
N/A
21.3K $0
Lam Research Corp
-172
- 1.16%
N/A
14.7K $0
Pimco ETF Tr
-177K
- 57.84%
N/A
129K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-387
- 1.31%
N/A
29.2K $0
Grayscale Ethereum Mini Tr E
-479
- 2.17%
N/A
21.6K $0
JGRO
J P Morgan Exchange Traded Fd
-117K
- 17.8%
N/A
540K $0
FTGS
First Tr Exchange Traded Fd Gr
-8.67K
- 23.47%
N/A
28.3K $0
JPHY
Jp Morgan High Yield Research

ETFs
-533K
- 98.48%
N/A
8.25K $0
First Tr Exchange Traded Fd
-6.84K
- 5.49%
N/A
118K $0
Linde PLC
-253
- 5.67%
N/A
4.21K $0
J P Morgan Exchange Traded F
-5.14K
- 3.83%
N/A
129K $0
FNX
First Tr Mid Cap Core Alphadex

ETFs
-173
- 5.08%
$94.92 - $114.85 $16.4K - $19.9K
3.23K $370K
Maplebear Inc
-2.3K
- 19.73%
N/A
9.36K $0
Blackrock Inc
-78
- 2.02%
N/A
3.78K $0
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-70
- 1.02%
$72.71 - $82.56 $5.09K - $5.78K
6.81K $554K
BYLD
Ishares Tr Yield Optimized Bd
-5.61K
- 17.74%
N/A
26K $0
SKYY
First Trust Cloud Computing Et

ETFs
-327
- 15.51%
$89.46 - $121.64 $29.3K - $39.8K
1.78K $216K
RMBS
Rambus Inc

Technology
-1.65K
- 18.64%
$42.9 - $64.02 $70.8K - $106K
7.2K $460K
FYC
First Trust Small Cap Growth A

ETFs
-368
- 12.21%
$61.01 - $79.58 $22.5K - $29.3K
2.65K $210K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-32
- 0.28%
$32.62 - $33.58 $1.04K - $1.07K
11.2K $376K
CTAS
Cintas Corp

Industrials
-86
- 6.62%
$190.11 - $227.66 $16.3K - $19.6K
1.21K $270K
OMFL
Invesco Exchange Traded Self I

ETFs
-5.94K
- 7.65%
$48.43 - $57.78 $287K - $343K
71.6K $4.14M
WMB
Williams Companies, Inc.

Energy
-154
- 3.23%
$54.33 - $62.87 $8.37K - $9.68K
4.61K $289K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-193
- 1.92%
$36.02 - $41.92 $6.95K - $8.09K
9.85K $412K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-363
- 8.56%
$108.06 - $135.3 $39.2K - $49.1K
3.88K $524K
CI
Cigna Corp

Healthcare
-35
- 0.3%
$301.89 - $340.04 $10.6K - $11.9K
11.8K $3.91M
EFV
Msci Eafe Value ETF

ETFs
-1.66K
- 6.74%
$52.4 - $64.65 $87K - $107K
23K $1.46M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-373
- 5.06%
$149.76 - $186.42 $55.9K - $69.5K
7K $1.31M
VONV
Vanguard Russell 1000 Value Et

ETFs
-95
- 1.51%
$73.19 - $85.21 $6.95K - $8.09K
6.18K $526K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-194
- 8.59%
$103.49 - $133.44 $20.1K - $25.9K
2.07K $272K
SOFI
So Fi Technologies, Inc.

Financial Services
-5.01K
- 32.65%
$9.5 - $18.21 $47.6K - $91.3K
10.3K $188K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
-189
- 3.06%
$32.86 - $40.05 $6.21K - $7.57K
5.98K $237K
VLUE
Ishares Msci Usa Value Factor

ETFs
-349
- 4.61%
$93.5 - $113.21 $32.6K - $39.5K
7.22K $817K
SPGI
S&P Global Inc.

Financial Services
-1
- 0.17%
$438.31 - $527.29 $438 - $527
571 $301K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-1.43K
- 8.64%
$97.68 - $121.38 $140K - $174K
15.2K $1.84M
SRE
Sempra Energy

Utilities
-97
- 1.96%
$63.78 - $78.91 $6.19K - $7.65K
4.86K $367K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-151
- 1.29%
$23.45 - $26.56 $3.54K - $4.01K
11.6K $307K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
-56
- 1.04%
$75.06 - $87.96 $4.2K - $4.93K
5.35K $470K
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
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