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
IDEV
Ishares Core Msci Intl Develop

ETFs
20.4K
+ 31.95%
$74.68 - $80.26 $1.52M - $1.64M
84.1K $6.74M
APP
App Lovin Corp

Technology
613
+ 16.8%
$335.1 - $718.54 $205K - $440K
4.26K $3.06M
AVUV
American Centy ETF Tr Avantis

ETFs
2.85K
+ 1.6%
$90.37 - $102.12 $257K - $291K
181K $18M
IWF
Ishares Russell 1000 Gr ETF

ETFs
179
+ 0.47%
$420.11 - $472.68 $75.2K - $84.6K
38K $17.8M
FDVV
Fidelity High Dividend ETF

ETFs
28.2K
+ 79.65%
$52.42 - $55.71 $1.48M - $1.57M
63.7K $3.55M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
36.2K
New
$45.26 - $46.63 $1.64M - $1.69M
36.2K $1.67M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
15.9K
+ 10.45%
$54.35 - $59.32 $862K - $941K
168K $9.93M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
50.6K
+ 5.62%
$28.38 - $29.05 $1.44M - $1.47M
950K $27.5M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
18.9K
New
$77.92 - $81.94 $1.47M - $1.54M
18.9K $1.54M
CASY
Caseys General Stores Inc

Consumer Cyclical
2.7K
New
$494.52 - $565.32 $1.33M - $1.52M
2.7K $1.52M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
19.4K
+ 105.43%
$70.85 - $76.96 $1.38M - $1.49M
37.8K $2.88M
ABT
Abbott Laboratories

Healthcare
11.4K
+ 36.62%
$120.51 - $136.62 $1.38M - $1.56M
42.7K $5.72M
IAU
Ishares Gold Trust

ETFs
8.53K
+ 10.62%
$61.62 - $72.77 $525K - $621K
88.8K $6.46M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
19.6K
+ 8.26%
$39.8 - $42.86 $778K - $838K
256K $11M
PPA
Invesco Exchange Traded Fd Tr

ETFs
6.45K
+ 24.85%
$139.82 - $155.45 $902K - $1M
32.4K $5.04M
IRBO
Ishares Robotics & Artificial

ETFs
41.5K
+ 482.9%
N/A
50.1K $1.61M
XSMO
Invesco S&P Smallcap Momentum

ETFs
8.84K
+ 7.37%
$67.1 - $74.29 $593K - $657K
129K $9.48M
JSML
Janus Detroit Str Tr Henderson

ETFs
3.18K
+ 2.25%
$67.04 - $77.09 $213K - $245K
145K $10.8M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
10.4K
+ 61.08%
$82.22 - $96.68 $854K - $1M
27.4K $2.65M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.62K
+ 5.0%
$42.67 - $46.91 $410K - $451K
202K $9.46M
VCIT
Vanguard Intermediate Term Cor

ETFs
13.9K
+ 46.38%
$81.75 - $84.54 $1.14M - $1.18M
43.9K $3.69M
QCOM
Qualcomm Inc

Technology
4.34K
+ 6.81%
$145.84 - $173.55 $632K - $752K
67.9K $11.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.45K
+ 24.97%
$404.94 - $499.99 $588K - $726K
7.27K $3.53M
TIP
Ishares Tr Tips Bd ETF

ETFs
9.93K
+ 19.24%
$109.11 - $111.88 $1.08M - $1.11M
61.5K $6.84M
EME
Emcor Group, Inc.

Industrials
234
+ 2.74%
$530.88 - $655.83 $124K - $153K
8.79K $5.71M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
25.9K
New
$42.75 - $43.37 $1.11M - $1.12M
25.9K $1.12M
CGUS
Capital Group Core Equity ETF
15K
+ 7.71%
$36.89 - $39.72 $555K - $597K
210K $8.3M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
6.03K
+ 14.27%
$110.74 - $122.12 $667K - $736K
48.3K $5.84M
IONQ
Ion Q, Inc.

Technology
17.7K
New
$36.79 - $75.14 $651K - $1.33M
17.7K $1.09M
FNDA
Schwab Fundamental U S Small C

ETFs
6.35K
+ 1.8%
$28.75 - $31.93 $182K - $203K
359K $11.2M
NFLX
Netflix Inc

Communication Services
2.24K
+ 18.73%
$1147.87 - $1297.18 $2.57M - $2.9M
14.2K $17M
V
Visa Inc.

Financial Services
4.99K
+ 9.81%
$332.09 - $358.86 $1.66M - $1.79M
55.9K $19.1M
STRL
Sterling Construction CO Inc

Industrials
629
+ 8.82%
$222.54 - $371.84 $140K - $234K
7.76K $2.64M
LLY
Eli Lilly & CO

Healthcare
1.68K
+ 9.37%
$625.65 - $812.69 $1.05M - $1.37M
19.6K $15M
STLG
Ishares Factors Us Growth Styl

ETFs
19.3K
+ 192.65%
N/A
29.3K $1.47M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
7.42K
+ 12.29%
$74.93 - $80.73 $556K - $599K
67.8K $5.47M
VEA
Vanguard Ftse Developed Market

ETFs
9.24K
+ 6.87%
$56.02 - $60.3 $518K - $557K
144K $8.61M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
9.42K
+ 2.68%
$31.79 - $33.42 $299K - $315K
362K $12.1M
IBND
Spdr Bloomberg International C

ETFs
27.6K
+ 33.16%
$31.45 - $32.68 $869K - $903K
111K $3.58M
IEF
Ishares Barclays

ETFs
7.87K
+ 5.11%
$93.91 - $97.26 $739K - $766K
162K $15.6M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
3.82K
+ 2.14%
$40.04 - $45.11 $153K - $172K
182K $8.07M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
15.2K
New
$52.31 - $56.47 $797K - $860K
15.2K $860K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
17.3K
+ 25.98%
$44.22 - $45.74 $766K - $792K
84K $3.83M
MA
Mastercard Inc

Financial Services
1.43K
+ 36.87%
$550.18 - $598.96 $787K - $857K
5.31K $3.02M
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.8K
+ 7.77%
$87.29 - $93.61 $506K - $543K
80.4K $7.51M
DGS
Wisdomtree Emerging Markets Sm

ETFs
5.41K
+ 1.93%
$54.85 - $58.99 $297K - $319K
285K $16.3M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
21.2K
+ 22.75%
$37.14 - $37.85 $786K - $801K
114K $4.31M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
10.8K
+ 4.27%
N/A
263K $19.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.8K
+ 7.53%
$49.43 - $54.52 $336K - $371K
97.1K $5.26M
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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