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
OMFL
Invesco Exchange Traded Self I

ETFs
3.34K
+ 4.66%
$57.41 - $60.45 $192K - $202K
75K $4.52M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
15K
+ 49.95%
$24.11 - $24.94 $361K - $373K
44.9K $1.12M
SO
Southern CO

Utilities
3.05K
+ 11.1%
$90.83 - $96.0 $277K - $293K
30.5K $2.89M
ES
Eversource Energy

Utilities
2.71K
+ 11.54%
$62.86 - $71.14 $170K - $193K
26.2K $1.86M
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.81K
New
$187.97 - $199.47 $341K - $362K
1.81K $361K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.72K
+ 7.59%
$68.24 - $73.73 $185K - $200K
38.5K $2.83M
AIQ
Global X Funds Global X Artifi

ETFs
5.69K
+ 45.22%
$43.2 - $49.66 $246K - $283K
18.3K $902K
XAR
Spdr S&P Aerospace & Defense E

ETFs
864
+ 13.95%
$205.52 - $234.96 $178K - $203K
7.06K $1.66M
PRF
Invesco Exchange Traded Fd Tr

ETFs
4.47K
+ 8.83%
$42.04 - $45.23 $188K - $202K
55K $2.49M
URA
Global X Uranium ETF

ETFs
3.08K
+ 13.6%
$36.45 - $50.4 $112K - $155K
25.7K $1.23M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.36K
New
$98.52 - $103.93 $331K - $349K
3.36K $346K
CGGO
Capital Group Global Growth Eq

ETFs
9.89K
New
$31.71 - $34.17 $314K - $338K
9.89K $338K
RWO
Spdr Dow Jones Global Real Est

ETFs
6.26K
+ 20.09%
$43.53 - $46.27 $273K - $290K
37.4K $1.71M
STZ
Constellation Brands, Inc.

Consumer Defensive
4.12K
+ 50.63%
$131.78 - $176.09 $543K - $726K
12.3K $1.65M
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
2.69K
New
$104.48 - $122.3 $281K - $328K
2.69K $325K
CRWD
Crowd Strike Holdings, Inc.

Technology
1.1K
+ 9.64%
$412.46 - $514.1 $453K - $564K
12.5K $6.12M
SJM
J M Smucker CO

Consumer Defensive
2.43K
+ 47.09%
$102.24 - $113.2 $248K - $275K
7.59K $824K
FTCS
First Trust Capital Strength E

ETFs
296
+ 0.29%
$89.72 - $93.74 $26.6K - $27.7K
103K $9.64M
PRIM
Primoris Services Corp

Industrials
2.24K
New
$79.61 - $137.33 $178K - $307K
2.24K $307K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
335
+ 2.99%
$225.11 - $247.9 $75.4K - $83K
11.5K $2.85M
VOX
Vanguard Communication Service

ETFs
78
+ 0.46%
$169.0 - $192.17 $13.2K - $15K
17.1K $3.22M
DGRO
Ishares Core Dividend Growth E

ETFs
198
+ 0.29%
$64.12 - $68.08 $12.7K - $13.5K
69.3K $4.72M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.1K
+ 15.37%
$85.01 - $90.35 $263K - $280K
23.2K $2.08M
IWY
Ishares Tr Russell 200 Growth

ETFs
91
+ 0.91%
$243.93 - $275.62 $22.2K - $25.1K
10.1K $2.76M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
8K
New
$30.06 - $36.69 $240K - $294K
8K $293K
GLW
Corning Inc

Technology
298
+ 3.32%
$51.6 - $82.03 $15.4K - $24.4K
9.28K $761K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.92K
+ 5.3%
$66.38 - $71.68 $128K - $138K
38.2K $2.72M
DELL
Dell Technologies Inc.

Technology
1.18K
+ 19.33%
$120.96 - $141.77 $143K - $168K
7.31K $1.04M
RGTI
Rigetti Computing, Inc.

Technology
9.45K
New
$11.33 - $32.1 $107K - $303K
9.45K $281K
VTWG
Vanguard Russell 2000 Growth E

ETFs
277
+ 3.29%
$208.02 - $237.84 $57.6K - $65.9K
8.69K $2.03M
VGT
Vanguard Information Technolog

ETFs
98
+ 3.98%
$656.44 - $753.15 $64.3K - $73.8K
2.56K $1.91M
LYV
Live Nation Entertainment, Inc.

Communication Services
1.69K
New
$143.56 - $174.06 $242K - $293K
1.69K $275K
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.39K
+ 4.41%
$67.01 - $72.84 $93.1K - $101K
32.9K $2.38M
PSC
Principal ETF U.S. Small Cap M

ETFs
89
+ 0.12%
$51.93 - $57.81 $4.62K - $5.15K
72K $4.1M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
5.14K
New
$50.9 - $52.37 $262K - $269K
5.14K $268K
O
Realty Income Corp

Real Estate
3.05K
+ 12.47%
$56.13 - $60.79 $171K - $186K
27.6K $1.67M
BNDX
Vanguard Total International B

ETFs
5.34K
+ 12.56%
$49.0 - $49.51 $262K - $264K
47.9K $2.37M
DFSV
Dimensional ETF Tr Dimensional

ETFs
5.06K
+ 12.02%
$29.2 - $32.74 $148K - $166K
47.1K $1.5M
GNMA
Ishares Gnma Bond ETF

ETFs
5.52K
+ 13.65%
$43.21 - $44.75 $238K - $247K
45.9K $2.04M
VBR
Vanguard Small Cap Value ETF

ETFs
792
+ 11.33%
$195.41 - $212.37 $155K - $168K
7.78K $1.62M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
315
+ 0.94%
$98.53 - $107.1 $31K - $33.7K
33.9K $3.55M
OPEN
Opendoor Technologies Inc.

Real Estate
32.5K
New
$0.56 - $10.52 $18.2K - $341K
32.5K $258K
ED
Consolidated Edison Inc

Utilities
2.52K
+ 11.68%
$95.57 - $105.36 $241K - $265K
24.1K $2.42M
NRG
Nrg Energy, Inc.

Utilities
1.57K
+ 120.75%
$144.77 - $173.91 $227K - $273K
2.87K $465K
CELC
Celcuity Inc.

Healthcare
5.22K
New
$12.58 - $62.68 $65.6K - $327K
5.22K $256K
PSX
Phillips 66

Energy
73
+ 0.5%
$118.37 - $139.46 $8.64K - $10.2K
14.7K $2M
ENVA
Enova International, Inc.

Financial Services
2.21K
New
$100.56 - $127.32 $223K - $282K
2.21K $254K
TPL
Texas Pacific Land Corp

Energy
271
New
$854.83 - $1075.97 $232K - $292K
271 $253K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
3.93K
+ 1.77%
$26.88 - $27.78 $106K - $109K
226K $6.28M
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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