Great Valley Advisor Group, Inc. Sells in Q4 2024

Great Valley Advisor Group, Inc.

  • $4.07 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XEL
Xcel Energy Inc

Utilities
-3.56K
- 17.84%
$62.16 - $72.92 $222K - $260K
16.4K $1.11M
SRE
Sempra Energy

Utilities
-2.55K
- 36.04%
$80.81 - $94.77 $206K - $242K
4.52K $396K
CMCSA
Comcast Corp

Communication Services
-192
- 0.45%
$37.39 - $45.14 $7.18K - $8.67K
42.8K $1.61M
MRNA
Moderna, Inc.

Healthcare
-55
- 0.76%
$36.85 - $63.93 $2.03K - $3.52K
7.19K $299K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.33K
- 6.35%
$91.94 - $100.02 $122K - $133K
19.6K $1.82M
ADM
Archer Daniels Midland CO

Consumer Defensive
-1.96K
- 21.69%
$49.38 - $59.52 $96.8K - $117K
7.08K $357K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-465
- 5.21%
$417.69 - $450.94 $194K - $210K
8.45K $3.6M
EXAS
Exact Sciences Corp

Healthcare
-1.31K
- 15.32%
$49.33 - $71.97 $64.5K - $94.1K
7.23K $406K
BIIB
Biogen Inc.

Healthcare
-248
- 7.68%
$146.47 - $191.55 $36.3K - $47.5K
2.98K $455K
RTX
Raytheon Technologies Corp

Industrials
-618
- 3.46%
$114.45 - $127.21 $70.7K - $78.6K
17.2K $1.99M
IWM
Ishares Russell 2000 ETF

ETFs
-722
- 5.33%
$216.13 - $242.4 $156K - $175K
12.8K $2.83M
CSX
Csx Corp

Industrials
-3.04K
- 11.75%
$31.58 - $36.88 $96.1K - $112K
22.9K $737K
DNP
Dnp Select Income Fund Inc

Financial Services
-13.7K
- 47.69%
$8.82 - $9.96 $121K - $136K
15K $132K
IYH
Ishares Tr

ETFs
-613
- 3.46%
$57.53 - $65.24 $35.3K - $40K
17.1K $996K
FEX
First Tr Large Cap Core Alphde

ETFs
-1.54K
- 2.32%
$103.29 - $112.88 $159K - $174K
65K $6.78M
LSAF
Two Rds Shared Tr

ETFs
-2.93K
- 9.33%
$40.52 - $44.24 $119K - $130K
28.5K $1.15M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-24
- 0.13%
$119.34 - $127.78 $2.86K - $3.07K
17.8K $2.12M
CLX
Clorox CO

Consumer Defensive
-868
- 15.54%
$156.51 - $169.74 $136K - $147K
4.72K $766K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-1.76K
- 14.04%
$100.18 - $109.1 $176K - $192K
10.8K $1.13M
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
-759
- 3.69%
$125.0 - $133.2 $94.9K - $101K
19.8K $2.48M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-2.28K
- 11.67%
$45.17 - $47.23 $103K - $108K
17.2K $781K
DGRO
Ishares Core Dividend Growth E

ETFs
-599
- 0.82%
$60.73 - $64.94 $36.4K - $38.9K
72.8K $4.47M
EFV
Msci Eafe Value ETF

ETFs
-300
- 1.28%
$51.78 - $57.15 $15.5K - $17.1K
23.2K $1.21M
F
Ford Motor CO

Consumer Cyclical
-9.54K
- 16.2%
$9.69 - $11.4 $92.5K - $109K
49.4K $488K
ITW
Illinois Tool Works Inc

Industrials
-320
- 5.45%
$253.56 - $278.5 $81.1K - $89.1K
5.55K $1.41M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-190
- 0.62%
$185.87 - $204.12 $35.3K - $38.8K
30.4K $5.73M
SPG
Simon Property Group Inc

Real Estate
-1.19K
- 4.49%
$167.23 - $183.84 $198K - $218K
25.2K $4.34M
ALB
Albemarle Corp

Basic Materials
-276
- 2.48%
$86.08 - $111.3 $23.8K - $30.7K
10.9K $933K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-355
- 42.62%
$338.38 - $446.21 $120K - $158K
478 $207K
DAL
Delta Air Lines, Inc.

Industrials
-10.3K
- 19.72%
$47.46 - $65.77 $488K - $676K
41.8K $2.53M
FDT
First Trust Developed Markets

ETFs
-1.28K
- 10.25%
$53.27 - $57.72 $68K - $73.7K
11.2K $604K
VNQ
Vanguard Specialized Funds Van

ETFs
-803
- 18.06%
$87.85 - $98.6 $70.5K - $79.2K
3.64K $324K
GS
Goldman Sachs Group Inc

Financial Services
-699
- 18.6%
$486.1 - $608.57 $340K - $425K
3.06K $1.75M
AEP
American Electric Power CO Inc

Utilities
-412
- 6.18%
$90.91 - $102.21 $37.5K - $42.1K
6.25K $576K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-830
- 15.22%
$125.5 - $148.67 $104K - $123K
4.63K $612K
AWK
American Water Works Company, Inc.

Utilities
-52
- 1.15%
$123.83 - $146.07 $6.44K - $7.6K
4.48K $558K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-11
- 0.25%
$176.4 - $231.84 $1.94K - $2.55K
4.48K $789K
ADI
Analog Devices Inc

Technology
-307
- 15.21%
$206.35 - $236.48 $63.3K - $72.6K
1.71K $363K
UEC
Uranium Energy Corp

Energy
-17.3K
- 45.57%
$6.55 - $8.6 $113K - $149K
20.7K $138K
ROK
Rockwell Automation, Inc

Industrials
-450
- 23.34%
$264.65 - $302.92 $119K - $136K
1.48K $422K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.77K
- 34.72%
$55.73 - $66.16 $98.7K - $117K
3.33K $200K
GAB
Gabelli Equity Trust Inc

Financial Services
-15.4K
- 33.86%
$5.36 - $5.83 $82.8K - $90.1K
30.2K $162K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-637
- 19.59%
$106.56 - $113.11 $67.9K - $72.1K
2.62K $279K
WMS
Advanced Drainage Systems, Inc.

Industrials
-18
- 0.87%
$114.63 - $163.52 $2.06K - $2.94K
2.05K $237K
MGEE
Mge Energy Inc

Utilities
-1.43K
- 7.85%
$88.55 - $108.16 $126K - $154K
16.7K $1.57M
SWKS
Skyworks Solutions, Inc.

Technology
-514
- 13.35%
$83.18 - $99.15 $42.8K - $51K
3.34K $295K
NXPI
Nxp Semiconductors N.V.

Technology
-14
- 0.56%
$207.27 - $255.58 $2.9K - $3.58K
2.48K $515K
BP
Bp PLC

Energy
-1.25K
- 5.22%
$28.16 - $33.14 $35.1K - $41.3K
22.6K $668K
PEG
Public Service Enterprise Group Inc

Utilities
-325
- 2.91%
$81.87 - $94.51 $26.6K - $30.7K
10.8K $915K
Activity Summary
Buys All Purchases 477 New Holdings 60 Increased Positions 417 Sells All Sells 322 Reductions 322 Sold out 0 Options Calls 0 Puts 0
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