Great Valley Advisor Group, Inc. Sells in Q1 2025

Great Valley Advisor Group, Inc.

  • $4.13 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WMB
Williams Companies, Inc.

Energy
-158
- 3.21%
$54.02 - $61.09 $8.54K - $9.65K
4.77K $284K
KMI
Kinder Morgan, Inc.

Energy
-766
- 2.2%
$26.1 - $31.22 $20K - $23.9K
34K $971K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-62
- 0.15%
$22.35 - $24.52 $1.39K - $1.52K
41.8K $994K
TD
Toronto Dominion Bank

Financial Services
-244
- 4.72%
$53.12 - $61.15 $13K - $14.9K
4.93K $295K
GNMA
Ishares Gnma Bond ETF

ETFs
-41
- 0.18%
$42.17 - $44.04 $1.73K - $1.81K
22.5K $986K
SNY
Sanofi

Healthcare
-2.73K
- 11.46%
$48.15 - $59.42 $132K - $162K
21.1K $1.17M
AON
Aon PLC

Financial Services
-20
- 2.33%
$348.44 - $409.32 $6.97K - $8.19K
838 $334K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.36K
- 2.4%
$25.81 - $28.52 $60.9K - $67.3K
96.1K $2.65M
AZN
Astrazeneca PLC

Healthcare
-81
- 1.99%
$65.37 - $77.96 $5.29K - $6.31K
3.99K $293K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-1.26K
- 7.22%
$69.81 - $78.9 $87.7K - $99.1K
16.1K $1.26M
AFL
Aflac Inc

Financial Services
-5
- 0.13%
$100.99 - $111.19 $505 - $556
3.85K $428K
SAP
Sap Se

Technology
-10
- 0.67%
$241.4 - $293.69 $2.41K - $2.94K
1.47K $395K
HESM
Hess Midstream LP

Energy
-99
- 1.47%
$37.59 - $43.88 $3.72K - $4.34K
6.65K $281K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-134
- 0.59%
$97.38 - $104.52 $13K - $14K
22.7K $2.32M
AIG
American International Group, Inc.

Financial Services
-289
- 5.57%
$70.5 - $86.94 $20.4K - $25.1K
4.9K $426K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-493
- 11.85%
$55.75 - $77.63 $27.5K - $38.3K
3.67K $284K
INTC
Intel Corp

Technology
-5.38K
- 8.2%
$19.1 - $27.39 $103K - $147K
60.2K $1.37M
EFG
Msci Eafe Growth ETF

ETFs
-101
- 0.48%
$96.1 - $106.37 $9.71K - $10.7K
20.7K $2.07M
MNST
Monster Beverage Corp

Consumer Defensive
-389
- 2.76%
$46.16 - $58.58 $18K - $22.8K
13.7K $801K
YUM
Yum Brands Inc

Consumer Cyclical
-51
- 1.71%
$123.25 - $162.53 $6.29K - $8.29K
2.93K $461K
KLAC
Kla Corp

Technology
-57
- 2.82%
$636.62 - $777.63 $36.3K - $44.3K
1.96K $1.33M
RSG
Republic Services, Inc.

Industrials
-36
- 1.91%
$200.09 - $242.16 $7.2K - $8.72K
1.85K $447K
ELV
Elevance Health, Inc.

Healthcare
-428
- 10.93%
$365.9 - $436.25 $157K - $187K
3.49K $1.52M
TDG
Trans Digm Group Inc

Industrials
-54
- 4.31%
$1251.32 - $1394.11 $67.6K - $75.3K
1.2K $1.66M
SBUX
Starbucks Corp

Consumer Cyclical
-323
- 2.0%
$91.75 - $115.81 $29.6K - $37.4K
15.8K $1.55M
MP
Mp Materials Corp.

Basic Materials
-29.5K
- 32.39%
$16.39 - $26.93 $483K - $793K
61.5K $1.5M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.44K
- 3.13%
$87.68 - $94.52 $126K - $136K
44.5K $4.16M
AWK
American Water Works Company, Inc.

Utilities
-26
- 0.58%
$121.01 - $149.31 $3.15K - $3.88K
4.46K $657K
CSCO
Cisco Systems, Inc.

Technology
-1.35K
- 1.81%
$58.74 - $64.87 $79.1K - $87.3K
72.9K $4.5M
AEP
American Electric Power CO Inc

Utilities
-23
- 0.37%
$90.32 - $109.27 $2.08K - $2.51K
6.23K $680K
WELL
Welltower Inc.

Real Estate
-27
- 0.68%
$124.05 - $156.86 $3.35K - $4.24K
3.94K $603K
XLV
Select Sector Spdr Fund Health

ETFs
-14
- 0.09%
$137.61 - $149.68 $1.93K - $2.1K
15.3K $2.24M
APD
Air Products & Chemicals, Inc.

Basic Materials
-125
- 0.36%
$283.24 - $338.07 $35.4K - $42.3K
34.2K $10.1M
PSX
Phillips 66

Energy
-114
- 0.73%
$113.93 - $131.55 $13K - $15K
15.6K $1.92M
KMB
Kimberly Clark Corp

Consumer Defensive
-169
- 1.05%
$124.46 - $147.4 $21K - $24.9K
15.9K $2.26M
RTX
Raytheon Technologies Corp

Industrials
-934
- 5.42%
$114.1 - $135.66 $107K - $127K
16.3K $2.16M
LLY
Eli Lilly & CO

Healthcare
-1.39K
- 5.61%
$725.72 - $929.72 $1.01M - $1.29M
23.4K $19.3M
EXC
Exelon Corp

Utilities
-120
- 0.5%
$37.3 - $46.08 $4.48K - $5.53K
23.8K $1.1M
HEFA
Ishares Currency Hedged Msci E

ETFs
-2.74K
- 1.35%
$34.83 - $37.52 $95.5K - $103K
200K $7.28M
VZ
Verizon Communications Inc

Communication Services
-2.87K
- 4.02%
$37.81 - $46.49 $109K - $134K
68.5K $3.11M
FAST
Fastenal CO

Industrials
-437
- 0.82%
$71.11 - $79.98 $31.1K - $35K
53.1K $4.12M
LNG
Cheniere Energy, Inc.

Energy
-432
- 1.91%
$209.32 - $253.66 $90.4K - $110K
22.2K $5.13M
XLE
Energy Sector Spdr

ETFs
-828
- 1.64%
$85.7 - $93.96 $71K - $77.8K
49.7K $4.65M
IEFA
Ishares Tr

ETFs
-1.73K
- 2.07%
$69.57 - $78.65 $120K - $136K
81.7K $6.18M
BSX
Boston Scientific Corp

Healthcare
-1.34K
- 3.33%
$89.38 - $106.18 $119K - $142K
38.8K $3.92M
CVX
Chevron Corp

Energy
-12.5K
- 11.51%
$146.71 - $167.97 $1.83M - $2.09M
95.8K $16M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-9.93K
- 2.32%
$18.36 - $20.51 $182K - $204K
417K $8.25M
TMUS
T Mobile Us, Inc.

Communication Services
-532
- 4.7%
$211.3 - $272.83 $112K - $145K
10.8K $2.87M
V
Visa Inc.

Financial Services
-6.45K
- 8.41%
$306.92 - $362.71 $1.98M - $2.34M
70.3K $24.6M
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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