Great Valley Advisor Group, Inc. Purchases in Q3 2025

Great Valley Advisor Group, Inc.

  • $4.47 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Amc Entmt Hldgs Inc
13K
New
N/A
13K $0
J P Morgan Exchange Traded F
21.8K
+ 8.08%
N/A
292K $0
Capital Group International
15.1K
+ 123.93%
N/A
27.4K $0
Blackrock Inc
13
+ 0.34%
N/A
3.79K $0
Capital Group Dividend Growe
6.37K
+ 46.34%
N/A
20.1K $0
Capital Group Core Balanced
51.3K
+ 14.91%
N/A
396K $0
Capital Group Conservative E
23K
+ 17.28%
N/A
156K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
5.61K
+ 26.39%
N/A
26.9K $0
J P Morgan Exchange Traded F
1.77K
+ 17.68%
N/A
11.8K $0
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
417
+ 4.16%
$46.51 - $50.07 $19.4K - $20.9K
10.4K $489K
Pimco ETF Tr
13.3K
+ 10.29%
N/A
142K $0
Thornburg ETF Tr
79.5K
New
N/A
79.5K $0
First Tr Exchng Traded Fd Vi
9.54K
New
N/A
9.54K $0
First Tr Exchange Traded Fd
17K
+ 32.55%
N/A
69.4K $0
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
2
+ 0.03%
N/A
6.49K $0
T Rowe Price ETF Inc
190K
+ 31.94%
N/A
785K $0
Ishares Ethereum Tr
6.87K
New
N/A
6.87K $0
Capital Grp Fixed Incm ETF T
13.4K
+ 25.54%
N/A
66.1K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
887
+ 1.69%
N/A
53.3K $0
QTUM
ETF Ser Solutions Defiance Qua
4.98K
+ 7.37%
N/A
72.5K $0
UTES
Virtus Reaves Utilities ETF
10.1K
+ 9.58%
N/A
116K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
48.3K
+ 315.73%
N/A
63.5K $0
Rbb Fund Trust
189K
New
N/A
189K $0
Ishares Bitcoin Trust ETF
2.76K
+ 7.9%
N/A
37.7K $0
Reddit Inc
1.6K
New
N/A
1.6K $0
EWCO
Invesco ETF Tr S&P 500 Equal W

ETFs
25
+ 0.3%
N/A
8.47K $0
FLQH
Franklin Templeton Libertyq In

ETFs
8.38K
+ 40.67%
N/A
29K $0
Fidelity Covington Trust
1.19K
+ 2.06%
N/A
59K $0
Ishares Tr
44
+ 0.3%
N/A
14.5K $0
Dimensional ETF Trust
5.6K
+ 24.16%
N/A
28.8K $0
Dimensional ETF Trust
6.65K
+ 17.49%
N/A
44.7K $0
Solventum Corp
805
+ 22.64%
N/A
4.36K $0
Goldman Sachs ETF Tr
316
+ 2.41%
N/A
13.4K $0
Grayscale Ethereum Trust ETF
9K
New
N/A
9K $0
Ge Vernova Inc
219
+ 3.84%
N/A
5.93K $0
Global X Fds
1.5K
+ 11.93%
N/A
14.1K $0
Dimensional ETF Trust
1.25K
+ 6.6%
N/A
20.3K $0
Pimco ETF Tr
24.5K
+ 36.25%
N/A
92K $0
KINS
Kingstone Companies, Inc.

Financial Services
458
+ 3.8%
$13.21 - $16.39 $6.05K - $7.51K
12.5K $183K
BR
Broadridge Financial Solutions, Inc.

Technology
10
+ 1.01%
$233.75 - $266.89 $2.34K - $2.67K
1K $239K
FXG
First Tr Exchange Traded First

ETFs
26
+ 0.48%
$61.54 - $65.93 $1.6K - $1.71K
5.45K $341K
SMMT
Summit Therapeutics Inc.

Healthcare
500
+ 1.99%
$17.61 - $30.02 $8.81K - $15K
25.7K $532K
DECK
Deckers Outdoor Corp

Consumer Cyclical
44
+ 0.86%
$95.32 - $123.91 $4.19K - $5.45K
5.16K $522K
PSEC
Prospect Capital Corp

Financial Services
955
+ 4.62%
$2.59 - $3.47 $2.47K - $3.31K
21.6K $59K
CCI
Crown Castle International Corp

Real Estate
65
+ 2.92%
$92.96 - $113.91 $6.04K - $7.4K
2.29K $221K
FCX
Freeport Mcmoran Inc

Basic Materials
413
+ 6.43%
$35.34 - $47.21 $14.6K - $19.5K
6.84K $268K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
51
+ 1.03%
$59.29 - $62.87 $3.02K - $3.21K
5K $300K
TT
Trane Technologies PLC

Industrials
9
+ 1.0%
$398.96 - $472.54 $3.59K - $4.25K
911 $384K
LNG
Cheniere Energy, Inc.

Energy
22
+ 1.17%
$222.68 - $244.28 $4.9K - $5.37K
1.9K $447K
Activity Summary
Buys All Purchases 525 New Holdings 68 Increased Positions 457 Sells All Sells 360 Reductions 360 Sold out 0 Options Calls 0 Puts 0
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