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
VDE
Vanguard Energy ETF

ETFs
1.06K
+ 16.15%
$118.37 - $129.65 $126K - $138K
7.65K $962K
COPX
Global X Copper Miners ETF

ETFs
1.83K
+ 40.89%
$42.75 - $59.81 $78.3K - $110K
6.31K $377K
AEM
Agnico Eagle Mines LTD

Basic Materials
159
+ 5.31%
$116.14 - $168.56 $18.5K - $26.8K
3.16K $531K
DAL
Delta Air Lines, Inc.

Industrials
832
+ 4.93%
$49.0 - $61.97 $40.8K - $51.6K
17.7K $1M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
1.42K
+ 12.4%
$68.95 - $75.02 $98K - $107K
12.9K $965K
PNC
Pnc Financial Services Group, Inc.

Financial Services
343
+ 4.9%
$185.88 - $207.44 $63.8K - $71.2K
7.34K $1.48M
IWS
Ishares Russell Midcap Value E

ETFs
26
+ 0.12%
$132.83 - $140.61 $3.45K - $3.66K
22.2K $3.11M
QBTS
D Wave Quantum Inc.

Technology
2.5K
+ 24.11%
$14.81 - $27.72 $37K - $69.3K
12.9K $318K
VTWV
Vanguard Russell 2000 Value Et

ETFs
338
+ 5.16%
$138.45 - $158.63 $46.8K - $53.6K
6.89K $1.07M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.08K
+ 5.87%
$63.41 - $69.69 $68.3K - $75.1K
19.4K $1.33M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
616
+ 2.41%
$42.88 - $49.1 $26.4K - $30.2K
26.1K $1.26M
UL
Unilever PLC

Consumer Defensive
3.45K
+ 13.43%
$58.43 - $65.01 $202K - $224K
29.2K $1.73M
VXF
Vanguard Extended Market ETF

ETFs
360
+ 7.59%
$193.58 - $213.07 $69.7K - $76.7K
5.11K $1.07M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
5.32K
+ 2.62%
$22.64 - $23.22 $121K - $124K
208K $4.82M
CTA
Simplify Exch Traded Fds Simpl

ETFs
4.24K
+ 18.41%
$26.46 - $28.43 $112K - $121K
27.3K $763K
IWV
Ishares Russell 3000 ETF

ETFs
206
+ 8.4%
$351.04 - $379.81 $72.3K - $78.2K
2.66K $1.01M
CEG
Constellation Energy Corp

Utilities
299
+ 4.19%
$298.82 - $354.89 $89.3K - $106K
7.43K $2.45M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
59
+ 1.21%
$435.72 - $463.74 $25.7K - $27.4K
4.93K $2.29M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
774
+ 24.29%
$89.32 - $107.82 $69.1K - $83.5K
3.96K $427K
DFAI
Dimensional ETF Tr

ETFs
1.97K
+ 5.26%
$34.05 - $36.55 $67.1K - $72K
39.4K $1.43M
BOTZ
Global X Fds

ETFs
3.32K
+ 44.27%
$32.14 - $35.96 $107K - $119K
10.8K $382K
NOW
Service Now, Inc.

Technology
537
+ 16.16%
$850.86 - $1044.69 $457K - $561K
3.86K $3.55M
SCHW
Schwab Charles Corp

Financial Services
135
+ 0.46%
$91.03 - $98.69 $12.3K - $13.3K
29.3K $2.79M
SBUX
Starbucks Corp

Consumer Cyclical
3.97K
+ 13.7%
$81.9 - $96.86 $325K - $385K
33K $2.79M
ASML
Asml Holding Nv

Technology
36
+ 6.23%
$689.63 - $968.09 $24.8K - $34.9K
614 $594K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.23K
+ 6.37%
$70.77 - $73.59 $87.3K - $90.8K
20.6K $1.51M
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
10.3K
New
$11.06 - $12.41 $114K - $128K
10.3K $128K
BA
Boeing CO

Industrials
299
+ 2.94%
$209.79 - $237.38 $62.7K - $71K
10.5K $2.26M
URI
United Rentals, Inc.

Industrials
50
+ 12.92%
$774.14 - $975.23 $38.7K - $48.8K
437 $417K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
1.99K
+ 2.3%
$59.81 - $60.11 $119K - $120K
88.7K $5.31M
PANW
Palo Alto Networks Inc

Technology
775
+ 2.13%
$167.06 - $208.19 $129K - $161K
37.2K $7.57M
BMO
Bank Of Montreal

Financial Services
69
+ 1.25%
$110.44 - $130.66 $7.62K - $9.02K
5.58K $727K
RWL
Invesco Exchange Traded Fd Tr

ETFs
329
+ 2.61%
$102.17 - $110.66 $33.6K - $36.4K
13K $1.43M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
54
+ 1.87%
$231.32 - $272.35 $12.5K - $14.7K
2.94K $801K
VONV
Vanguard Russell 1000 Value Et

ETFs
992
+ 16.05%
$84.55 - $89.54 $83.9K - $88.8K
7.17K $640K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
76
+ 0.63%
$109.47 - $119.06 $8.32K - $9.05K
12K $1.43M
FBT
First Trust Nyse Arca Biotechn

ETFs
271
+ 7.64%
$159.46 - $180.52 $43.2K - $48.9K
3.82K $684K
COF
Capital One Financial Corp

Financial Services
527
+ 10.92%
$207.29 - $229.74 $109K - $121K
5.35K $1.14M
QUAL
Ishares Msci Usa Quality Facto

ETFs
144
+ 2.05%
$182.33 - $194.5 $26.3K - $28K
7.17K $1.39M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.08K
+ 5.42%
$100.37 - $100.74 $108K - $109K
21K $2.11M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.83K
+ 8.84%
$29.55 - $32.52 $54.2K - $59.6K
22.6K $724K
IXN
Ishares Global Information Tec

ETFs
308
+ 4.48%
$91.28 - $103.32 $28.1K - $31.8K
7.19K $742K
CSX
Csx Corp

Industrials
1.42K
+ 7.64%
$32.05 - $36.52 $45.6K - $52K
20.1K $712K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
352
+ 2.73%
$87.69 - $96.0 $30.9K - $33.8K
13.3K $1.25M
D
Dominion Energy, Inc

Utilities
1.37K
+ 31.97%
$56.32 - $62.1 $77.4K - $85.3K
5.67K $346K
VRT
Vertiv Holdings CO

Industrials
1.19K
+ 2.77%
N/A
44.2K $3.83M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
1.31K
+ 39.55%
$65.91 - $70.63 $86.5K - $92.7K
4.63K $324K
FSMD
Fidelity Covington Tr Small Mi

ETFs
359
+ 1.07%
$41.29 - $44.71 $14.8K - $16.1K
34K $1.5M
TMUS
T Mobile Us, Inc.

Communication Services
366
+ 3.27%
$226.02 - $259.01 $82.7K - $94.8K
11.6K $2.77M
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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