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
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
1.8K
New
$117.34 - $141.85 $211K - $255K
1.8K $251K
TDIV
First Trust Nasdaq Technology

ETFs
1.48K
+ 11.99%
$89.27 - $100.33 $132K - $149K
13.8K $1.36M
TFLO
Ishares Treasury Floating Rate

ETFs
4.91K
+ 45.02%
$50.45 - $50.65 $247K - $248K
15.8K $799K
SPSB
Spdr Portfolio Short Term Corp

ETFs
8.2K
New
$30.02 - $30.29 $246K - $248K
8.2K $248K
CB
Chubb LTD

Financial Services
1.11K
+ 12.08%
$265.99 - $289.59 $295K - $321K
10.3K $2.9M
JPIE
J P Morgan Exchange Traded Fd
5.23K
+ 32.49%
$46.01 - $46.55 $241K - $243K
21.3K $989K
AVAV
Aero Vironment Inc

Industrials
776
New
$226.08 - $314.89 $175K - $244K
776 $244K
DFIC
Dimensional ETF Tr Dimensional

ETFs
5.48K
+ 15.7%
$30.76 - $33.01 $168K - $181K
40.4K $1.32M
WBD
Warner Bros. Discovery, Inc.

Communication Services
12.2K
New
$10.78 - $19.82 $131K - $241K
12.2K $237K
GM
General Motors CO

Consumer Cyclical
1.38K
+ 10.91%
$48.89 - $61.24 $67.6K - $84.7K
14.1K $857K
PSIX
Power Solutions International, Inc.

Industrials
1.21K
+ 37.44%
$63.95 - $115.78 $77.5K - $140K
4.45K $439K
RACE
Ferrari N.V.

Consumer Cyclical
485
+ 36.09%
$436.24 - $517.65 $212K - $251K
1.83K $887K
FNDE
Schwab Fundamental Emerging Mk

ETFs
6.31K
New
$33.13 - $36.31 $209K - $229K
6.31K $228K
IEMG
Ishares Inc

ETFs
4.24K
+ 12.18%
N/A
39.1K $2.1M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
1.87K
+ 87.21%
$107.27 - $113.94 $200K - $213K
4.01K $455K
PSA
Public Storage

Real Estate
812
+ 38.1%
$271.94 - $298.09 $221K - $242K
2.94K $850K
SCHO
Schwab Short Term Us Treasury

ETFs
9.21K
New
$24.23 - $24.42 $223K - $225K
9.21K $224K
ADM
Archer Daniels Midland CO

Consumer Defensive
3.12K
+ 59.45%
$53.54 - $64.21 $167K - $200K
8.37K $499K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
300
+ 2.06%
$138.08 - $151.2 $41.4K - $45.4K
14.9K $2.24M
MGC
Vanguard Mega Cap ETF

ETFs
383
+ 5.77%
$224.2 - $245.55 $85.9K - $94K
7.03K $1.71M
VRSK
Verisk Analytics, Inc.

Industrials
871
New
$242.3 - $312.95 $211K - $273K
871 $219K
DUHP
Dimensional ETF Tr Dimensional

ETFs
3.31K
+ 7.82%
$35.76 - $37.93 $118K - $126K
45.6K $1.72M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
483
+ 2.42%
$79.39 - $90.39 $38.3K - $43.7K
20.4K $1.81M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
6.75K
+ 4.91%
$18.82 - $19.8 $127K - $134K
144K $2.8M
NVT
N Vent Electric PLC

Industrials
2.16K
New
$72.16 - $100.25 $156K - $217K
2.16K $213K
LNT
Alliant Energy Corp

Utilities
3.15K
New
$60.76 - $67.41 $191K - $212K
3.15K $212K
VEEV
Veeva Systems Inc

Healthcare
710
New
$269.2 - $297.91 $191K - $212K
710 $211K
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.02K
New
$40.94 - $42.85 $206K - $215K
5.02K $211K
AAON
Aaon, Inc.

Industrials
2.25K
New
$72.08 - $94.26 $162K - $212K
2.25K $210K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
1.72K
New
$113.22 - $123.86 $195K - $214K
1.72K $209K
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
2.01K
New
$97.9 - $106.24 $197K - $214K
2.01K $209K
SHEL
Shell PLC

Energy
2.6K
+ 12.91%
$69.82 - $73.93 $182K - $192K
22.7K $1.63M
UTG
Reaves Utility Income Fund

Financial Services
5.25K
New
$35.81 - $39.62 $188K - $208K
5.25K $208K
BHP
Bhp Group LTD

Basic Materials
3.72K
New
$48.67 - $56.22 $181K - $209K
3.72K $207K
DHI
Horton D R Inc

Consumer Cyclical
1.23K
New
$129.82 - $184.04 $159K - $226K
1.23K $207K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.55K
New
$119.73 - $134.7 $186K - $209K
1.55K $207K
SPTS
Spdr Portfolio Short Term Trea

ETFs
7.02K
+ 19.1%
$29.12 - $29.34 $204K - $206K
43.8K $1.28M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
4.47K
New
$43.65 - $46.42 $195K - $208K
4.47K $207K
MGV
Vanguard Mega Cap Value

ETFs
713
+ 4.33%
$129.46 - $137.85 $92.3K - $98.3K
17.2K $2.37M
BKR
Baker Hughes CO

Energy
2.08K
+ 21.09%
$38.68 - $50.55 $80.5K - $105K
11.9K $582K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
3.6K
New
$41.53 - $66.18 $149K - $238K
3.6K $203K
EWJ
Ishares Msci Japan ETF

ETFs
2.51K
New
$71.69 - $81.49 $180K - $205K
2.51K $201K
APH
Amphenol Corp

Technology
1.62K
New
$97.39 - $125.4 $157K - $203K
1.62K $199K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
195
+ 0.59%
$94.17 - $99.95 $18.4K - $19.5K
33.5K $3.35M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.01K
+ 0.65%
$55.61 - $57.37 $112K - $115K
311K $17.7M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
15.3K
New
$12.09 - $12.69 $185K - $194K
15.3K $190K
SOFI
So Fi Technologies, Inc.

Financial Services
3.91K
+ 37.83%
$17.64 - $29.81 $69K - $117K
14.3K $376K
PULS
Pgim ETF Tr

ETFs
3.69K
+ 10.49%
$49.58 - $49.83 $183K - $184K
38.8K $1.94M
AMP
Ameriprise Financial Inc

Financial Services
443
+ 48.36%
$486.13 - $544.55 $215K - $241K
1.36K $667K
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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