Great Valley Advisor Group, Inc. Sells in Q2 2025

Great Valley Advisor Group, Inc.

  • $4.08 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-559
- 2.73%
$15.5 - $20.28 $8.66K - $11.3K
19.9K $403K
EEM
Ishares Msci Emerging Markets

ETFs
-301
- 4.3%
$38.52 - $48.28 $11.6K - $14.5K
6.69K $322K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-186
- 1.93%
$45.9 - $56.06 $8.54K - $10.4K
9.45K $529K
VFH
Vanguard Financial ETF

ETFs
-490
- 4.56%
$104.87 - $127.3 $51.4K - $62.4K
10.3K $1.31M
ANSS
Ansys Inc

Technology
-41
- 3.92%
$284.19 - $351.22 $11.7K - $14.4K
1.01K $352K
SQEW
Two Rds Shared Tr Leadershares

ETFs
-8
- 0.06%
$27.51 - $32.95 $220 - $264
14K $461K
NXE
Nex Gen Energy Ltd.

Energy
-874
- 7.35%
$4.06 - $6.99 $3.55K - $6.11K
11K $76K
DFAE
Dimensional ETF Tr

ETFs
-456
- 3.79%
$22.87 - $28.95 $10.4K - $13.2K
11.6K $335K
T
At&T Inc.

Communication Services
-530
- 0.83%
$26.33 - $28.94 $14K - $15.3K
63.2K $1.83M
IWN
Ishares Russell2000 Val ETF

ETFs
-166
- 1.96%
$131.84 - $157.76 $21.9K - $26.2K
8.32K $1.31M
FCX
Freeport Mcmoran Inc

Basic Materials
-41
- 0.63%
$29.15 - $44.46 $1.2K - $1.82K
6.42K $278K
CSX
Csx Corp

Industrials
-800
- 4.12%
$26.69 - $32.91 $21.4K - $26.3K
18.6K $607K
IGV
Ishares Expanded Tech Software

ETFs
-91
- 3.95%
$80.15 - $109.5 $7.29K - $9.96K
2.21K $242K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-6.24K
- 7.79%
$19.6 - $24.44 $122K - $153K
73.9K $1.81M
UEC
Uranium Energy Corp

Energy
-534
- 2.58%
$4.0 - $7.05 $2.14K - $3.76K
20.2K $137K
DE
Deere & CO

Industrials
-347
- 6.19%
$412.99 - $531.48 $143K - $184K
5.26K $2.67M
MNST
Monster Beverage Corp

Consumer Defensive
-195
- 1.42%
$55.01 - $64.24 $10.7K - $12.5K
13.5K $845K
MAR
Marriott International Inc

Consumer Cyclical
-6
- 0.44%
$211.12 - $274.14 $1.27K - $1.64K
1.36K $371K
JHMM
John Hancock Multifactor Mid C

ETFs
-6.1K
- 5.56%
$50.32 - $61.13 $307K - $373K
103K $6.32M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-21
- 0.62%
$106.81 - $136.49 $2.24K - $2.87K
3.39K $462K
TMC
Tmc The Metals CO Inc.

Basic Materials
-19.3K
- 52.83%
$1.62 - $7.49 $31.2K - $144K
17.2K $113K
SOXX
Ishares Semiconductor ETF

ETFs
-936
- 17.02%
$154.86 - $239.07 $145K - $224K
4.56K $1.09M
EXAS
Exact Sciences Corp

Healthcare
-100
- 1.61%
$40.31 - $58.08 $4.03K - $5.81K
6.1K $324K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-351
- 1.49%
$95.74 - $115.54 $33.6K - $40.6K
23.3K $2.66M
CARR
Carrier Global Corp

Industrials
-192
- 2.62%
$55.55 - $75.83 $10.7K - $14.6K
7.14K $522K
XLB
Select Sector Spdr Fd Material

ETFs
-211
- 0.5%
$74.27 - $88.92 $15.7K - $18.8K
42.4K $3.72M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-26
- 0.31%
$33.86 - $45.77 $880 - $1.19K
8.49K $388K
ROK
Rockwell Automation, Inc

Industrials
-86
- 6.31%
$218.97 - $332.17 $18.8K - $28.6K
1.28K $424K
POWL
Powell Industries Inc

Industrials
-2.26K
- 16.53%
$159.38 - $211.34 $359K - $477K
11.4K $2.4M
IXN
Ishares Global Information Tec

ETFs
-532
- 7.18%
$65.81 - $92.34 $35K - $49.1K
6.88K $635K
URTH
Ishares Msci World ETF

ETFs
-276
- 3.62%
$136.3 - $169.38 $37.6K - $46.7K
7.35K $1.24M
IXUS
Ishares Tr

ETFs
-6.24K
- 8.25%
$62.37 - $77.63 $389K - $484K
69.4K $5.36M
MELI
Mercadolibre Inc

Consumer Cyclical
-35
- 12.82%
$1794.73 - $2613.63 $62.8K - $91.5K
238 $622K
IWR
Ishares Russell Mid Cap ETF

ETFs
-99
- 0.65%
$74.88 - $91.97 $7.41K - $9.11K
15K $1.38M
FTC
First Tr Lge Cap Growth

ETFs
-19
- 0.38%
$116.97 - $150.97 $2.22K - $2.87K
4.97K $750K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-4.94K
- 5.14%
$24.38 - $30.18 $120K - $149K
91.1K $2.75M
TTD
Trade Desk, Inc.

Technology
-492
- 6.31%
$45.27 - $79.4 $22.3K - $39.1K
7.3K $525K
CSCO
Cisco Systems, Inc.

Technology
-6.61K
- 9.07%
$53.19 - $69.38 $352K - $459K
66.3K $4.6M
WFC
Wells Fargo & Company

Financial Services
-550
- 3.15%
$60.98 - $80.12 $33.5K - $44.1K
16.9K $1.35M
XLY
Select Sector Spdr Consumer Di

ETFs
-102
- 1.58%
$176.34 - $218.59 $18K - $22.3K
6.36K $1.38M
AXP
American Express CO

Financial Services
-185
- 5.55%
$231.39 - $318.98 $42.8K - $59K
3.15K $1M
SNOW
Snowflake Inc.

Technology
-453
- 16.73%
$130.53 - $223.77 $59.1K - $101K
2.25K $504K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-95
- 1.35%
$29.19 - $50.24 $2.77K - $4.77K
6.97K $349K
CAT
Caterpillar Inc

Industrials
-1.26K
- 11.92%
$273.94 - $388.21 $345K - $488K
9.29K $3.61M
PM
Philip Morris International Inc.

Consumer Defensive
-1.86K
- 9.3%
$149.23 - $184.95 $277K - $343K
18.1K $3.29M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
-13
- 0.45%
$164.46 - $237.28 $2.14K - $3.08K
2.89K $685K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-6.31K
- 3.81%
$22.92 - $28.05 $145K - $177K
159K $4.47M
IWS
Ishares Russell Midcap Value E

ETFs
-45
- 0.2%
$110.58 - $132.14 $4.98K - $5.95K
22.2K $2.94M
PSLV
Sprott Physical Silver Trust

Financial Services
-1.67K
- 0.67%
$9.98 - $12.51 $16.6K - $20.8K
246K $3.01M
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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