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
UBER
Uber Technologies, Inc

Technology
5.86K
+ 12.83%
$86.91 - $99.57 $509K - $583K
51.5K $5.04M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
7.99K
+ 3.74%
$76.16 - $78.59 $609K - $628K
222K $17.3M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
10K
+ 6.28%
$42.39 - $44.63 $424K - $447K
169K $7.55M
RDVY
First Trust Rising Dividend Ac

ETFs
7.26K
+ 12.03%
$62.38 - $67.29 $453K - $489K
67.6K $4.55M
C
Citigroup Inc

Financial Services
468
+ 1.11%
$85.57 - $103.49 $40K - $48.4K
42.6K $4.33M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
6.02K
+ 66.0%
$108.47 - $114.7 $653K - $690K
15.1K $1.74M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
21.3K
+ 5.16%
$23.69 - $24.32 $504K - $517K
433K $10.5M
ARGX
Argenx Se

Healthcare
648
+ 59.45%
$538.64 - $768.0 $349K - $498K
1.74K $1.28M
SUB
Ishares Short Term National Mu

ETFs
6.27K
+ 26.37%
$106.17 - $107.3 $666K - $673K
30.1K $3.21M
CL
Colgate Palmolive CO

Consumer Defensive
10.2K
+ 81.71%
$79.36 - $93.33 $808K - $950K
22.6K $1.81M
MMM
3 M CO

Industrials
3.9K
+ 19.85%
$144.41 - $160.2 $562K - $624K
23.5K $3.65M
ZS
Zscaler, Inc.

Technology
2.21K
New
$267.68 - $316.5 $591K - $698K
2.21K $661K
MARA
Marathon Digital Holdings, Inc.

Financial Services
28.5K
New
N/A
28.5K $643K
UNP
Union Pacific Corp

Industrials
1.82K
+ 5.77%
$214.91 - $237.16 $392K - $432K
33.4K $7.9M
SCHV
Schwab Strategic Tr Us Large C

ETFs
21.5K
New
$27.61 - $29.15 $593K - $627K
21.5K $625K
BX
Blackstone Inc.

Financial Services
176
+ 0.63%
$152.77 - $188.68 $26.9K - $33.2K
28.2K $4.81M
WFC
Wells Fargo & Company

Financial Services
6.61K
+ 39.11%
$77.05 - $85.16 $510K - $563K
23.5K $1.97M
FSLR
First Solar, Inc.

Technology
98
+ 0.93%
$160.84 - $223.53 $15.8K - $21.9K
10.7K $2.35M
HEFA
Ishares Currency Hedged Msci E

ETFs
6.72K
+ 3.39%
$37.2 - $39.61 $250K - $266K
205K $8.13M
LOW
Lowes Companies Inc

Consumer Cyclical
621
+ 4.3%
$215.01 - $273.02 $134K - $170K
15.1K $3.79M
CDNS
Cadence Design Systems Inc

Technology
720
+ 9.79%
$309.46 - $373.37 $223K - $269K
8.08K $2.84M
TTC
Toro CO

Industrials
7.46K
New
$72.64 - $82.54 $542K - $616K
7.46K $568K
MGK
Vanguard Mega Cap Growth ETF

ETFs
985
+ 21.98%
$362.31 - $405.74 $357K - $400K
5.47K $2.2M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
6.54K
+ 9.65%
$82.38 - $83.0 $539K - $543K
74.4K $6.17M
AVIG
American Centy ETF Tr Avantis

ETFs
11.9K
+ 10.75%
$41.02 - $42.32 $486K - $502K
122K $5.14M
IEFA
Ishares Tr

ETFs
2.8K
+ 3.57%
$81.7 - $87.53 $229K - $245K
81.2K $7.09M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
9.1K
+ 8.38%
$53.57 - $54.48 $487K - $495K
118K $6.37M
CGXU
Capital Group Intl Focus Equit

ETFs
12.8K
+ 21.49%
$26.49 - $29.62 $339K - $380K
72.5K $2.15M
GE
General Electric CO

Industrials
92
+ 0.81%
$244.75 - $305.63 $22.5K - $28.1K
11.5K $3.46M
IXUS
Ishares Tr

ETFs
1.9K
+ 2.74%
$76.35 - $82.58 $145K - $157K
71.3K $5.89M
ETN
Eaton Corp PLC

Industrials
941
+ 10.31%
$342.99 - $392.76 $323K - $370K
10.1K $3.77M
TRGP
Targa Resources Corp.

Energy
3.12K
+ 67.58%
$160.52 - $174.4 $501K - $544K
7.74K $1.3M
XLC
Select Sector Spdr Tr Communic

ETFs
344
+ 0.76%
$105.99 - $119.41 $36.5K - $41.1K
45.5K $5.38M
FIVA
Fidelity Covington Tr

ETFs
12.3K
+ 25.48%
$29.03 - $31.44 $358K - $387K
60.7K $1.9M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.31K
+ 5.56%
$164.63 - $174.58 $216K - $229K
24.9K $4.35M
IWM
Ishares Russell 2000 ETF

ETFs
661
+ 5.81%
$214.92 - $244.84 $142K - $162K
12K $2.91M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.69K
+ 5.85%
$48.5 - $50.19 $324K - $336K
121K $6.06M
SPIB
Spdr Portfolio Intermediate Te

ETFs
12.8K
+ 114.03%
$33.26 - $34.01 $425K - $435K
24K $813K
AVUS
American Centy ETF Tr Avantis

ETFs
1.82K
+ 6.07%
$101.2 - $109.16 $185K - $199K
31.9K $3.46M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.48K
+ 60.83%
$284.17 - $319.49 $421K - $473K
3.91K $1.21M
CVNA
Carvana Co.

Consumer Cyclical
1
+ 0.01%
$326.09 - $392.66 $326 - $393
10.6K $3.99M
GS
Goldman Sachs Group Inc

Financial Services
124
+ 3.49%
$696.56 - $806.32 $86.4K - $100K
3.68K $2.93M
EOG
Eog Resources Inc

Energy
3.61K
New
$112.12 - $126.1 $405K - $456K
3.61K $405K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.3K
+ 46.27%
$171.01 - $228.24 $222K - $296K
4.1K $875K
CMI
Cummins Inc

Industrials
312
+ 10.99%
$327.85 - $426.39 $102K - $133K
3.15K $1.33M
VOT
Vanguard Mid Cap Growth Index

ETFs
932
+ 7.02%
$282.75 - $294.19 $264K - $274K
14.2K $4.17M
AMGN
Amgen Inc

Healthcare
1.3K
+ 13.5%
$271.18 - $309.22 $353K - $403K
11K $3.09M
VBK
Vanguard Small Cap Growth ETF

ETFs
227
+ 1.46%
$276.51 - $305.12 $62.8K - $69.3K
15.8K $4.69M
CGCP
Capital Group Core Plus Income

ETFs
17K
New
$22.27 - $22.95 $379K - $391K
17K $386K
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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