Great Valley Advisor Group, Inc. Purchases in Q4 2024

Great Valley Advisor Group, Inc.

  • $4.07 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.96M
+ 1096.99%
$25.61 - $28.0 $50.3M - $55M
2.14M $55.4M
DFAS
Dimensional ETF Tr U S Small C

ETFs
568K
+ 589.43%
$63.58 - $71.15 $36.1M - $40.4M
665K $43.3M
NVDA
Nvidia Corp

Technology
44.8K
+ 4.0%
$117.0 - $148.88 $5.24M - $6.67M
1.17M $156M
RSP
Invesco S&P 500 Equal Weight E

ETFs
64.3K
+ 241.3%
$174.22 - $187.62 $11.2M - $12.1M
90.9K $15.9M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
39.7K
+ 4.76%
$90.31 - $106.37 $3.59M - $4.22M
873K $87M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
189K
+ 106.26%
$53.94 - $58.15 $10.2M - $11M
367K $20.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
111K
+ 14.53%
$66.77 - $71.52 $7.43M - $7.96M
877K $60.4M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
159K
+ 19.17%
$50.37 - $50.6 $8M - $8.04M
988K $49.8M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
149K
+ 29.64%
$50.62 - $50.97 $7.52M - $7.58M
650K $33M
VCIT
Vanguard Intermediate Term Cor

ETFs
152K
+ 10.57%
$80.13 - $83.77 $12.2M - $12.7M
1.59M $127M
GOOG
Alphabet Inc.

Communication Services
10.2K
+ 5.18%
$163.08 - $198.16 $1.67M - $2.03M
208K $39.6M
CVX
Chevron Corp

Energy
42.4K
+ 64.28%
$141.15 - $162.53 $5.98M - $6.88M
108K $15.7M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
76.8K
+ 14.64%
N/A
601K $45M
JHMM
John Hancock Multifactor Mid C

ETFs
95.5K
+ 578.1%
$59.61 - $64.8 $5.7M - $6.19M
112K $6.69M
APD
Air Products & Chemicals, Inc.

Basic Materials
18.8K
+ 121.52%
$285.5 - $335.62 $5.38M - $6.32M
34.3K $9.96M
RECS
Columbia ETF Tr I

ETFs
153K
+ 1527.82%
$33.61 - $36.42 $5.14M - $5.57M
163K $5.64M
JPM
Jpmorgan Chase & CO

Financial Services
1.13K
+ 0.77%
$205.18 - $250.29 $231K - $282K
148K $35.5M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
62.7K
+ 7.06%
$77.23 - $82.11 $4.84M - $5.15M
951K $74M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
22.4K
+ 40.44%
$159.11 - $178.39 $3.57M - $4M
77.8K $12.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
41.1K
+ 30.87%
$91.29 - $91.8 $3.75M - $3.77M
174K $15.9M
NVO
Novo Nordisk A S

Healthcare
55.2K
+ 158.12%
$85.0 - $120.04 $4.69M - $6.63M
90.1K $7.75M
SPMD
Spdr Portfolio

ETFs
64.8K
+ 5.19%
$54.13 - $59.56 $3.51M - $3.86M
1.31M $71.8M
V
Visa Inc.

Financial Services
1.2K
+ 1.59%
$273.87 - $320.91 $328K - $385K
76.7K $24.2M
META
Meta Platforms, Inc.

Communication Services
4.67K
+ 11.37%
$554.08 - $632.68 $2.59M - $2.96M
45.7K $27M
IVW
Ishares S&P 500 Growth ETF

ETFs
26.6K
+ 27.4%
$94.43 - $105.47 $2.51M - $2.81M
124K $12.6M
VOE
Vanguard Mid Cap Value Index F

ETFs
19.5K
+ 125.13%
$160.89 - $176.18 $3.14M - $3.43M
35.1K $5.67M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
82.5K
+ 6.44%
$44.33 - $49.55 $3.66M - $4.09M
1.36M $61.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
48K
+ 85.16%
$57.53 - $60.83 $2.76M - $2.92M
104K $6M
LVHI
Franklin International Low Vol

ETFs
103K
+ 10.22%
$29.98 - $31.57 $3.1M - $3.26M
1.11M $34M
VOOV
Vanguard S&P 500 Value ETF

ETFs
13.5K
+ 385.27%
$184.21 - $199.29 $2.49M - $2.69M
17K $3.14M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
65.5K
+ 12.72%
$51.09 - $55.27 $3.35M - $3.62M
581K $29.7M
WMT
Walmart Inc.

Consumer Defensive
3.8K
+ 1.75%
$79.1 - $95.7 $301K - $364K
221K $20M
SPYG
Spdr Portfolio

ETFs
14.4K
+ 6.29%
$81.74 - $91.38 $1.18M - $1.31M
243K $21.4M
TAXF
American Centy ETF Tr Diversif

ETFs
46.9K
New
$49.94 - $51.44 $2.34M - $2.41M
46.9K $2.35M
FNDX
Schwab Fundamental U S Large C

ETFs
188K
+ 414.94%
$23.49 - $71.77 $4.42M - $13.5M
233K $5.53M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
13.1K
+ 7.05%
$119.61 - $136.3 $1.57M - $1.79M
199K $24.6M
FNDA
Schwab Fundamental U S Small C

ETFs
103K
+ 354.75%
$29.26 - $59.11 $3.01M - $6.08M
132K $3.92M
ITOT
Ishares Core S&P Total U.S. St

ETFs
13K
+ 7.81%
$124.26 - $134.12 $1.62M - $1.75M
180K $23.1M
GLDM
World Gold Trust

ETFs
44K
+ 5.03%
$50.76 - $55.23 $2.23M - $2.43M
918K $47.7M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
20.3K
New
$100.22 - $100.73 $2.04M - $2.05M
20.3K $2.04M
VOT
Vanguard Mid Cap Growth Index

ETFs
7.84K
+ 185.48%
$241.48 - $274.89 $1.89M - $2.16M
12.1K $3.06M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
89.3K
+ 102.96%
$22.39 - $23.45 $2M - $2.1M
176K $4.05M
VUG
Vanguard Growth ETF

ETFs
355
+ 0.52%
$378.79 - $428.11 $134K - $152K
69.3K $28.4M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
5.16K
+ 372.47%
$340.59 - $380.5 $1.76M - $1.96M
6.54K $2.39M
XLC
Select Sector Spdr Tr Communic

ETFs
16.3K
+ 37.12%
$89.66 - $102.16 $1.46M - $1.66M
60K $5.81M
VO
Vanguard Mid Cap ETF

ETFs
6.86K
+ 11.0%
$261.5 - $284.63 $1.79M - $1.95M
69.2K $18.3M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
25.1K
+ 82.95%
$74.5 - $78.37 $1.87M - $1.97M
55.4K $4.14M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
50.2K
+ 131.69%
$37.33 - $40.39 $1.87M - $2.03M
88.3K $3.3M
IAI
Ishares Tr Us Broker Dealers &

ETFs
12.1K
New
$127.59 - $153.41 $1.55M - $1.86M
12.1K $1.75M
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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