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
AXP
American Express CO

Financial Services
173
+ 5.5%
$294.27 - $342.31 $50.9K - $59.2K
3.32K $1.1M
DISV
Dimensional ETF Tr Dimensional

ETFs
1.65K
+ 11.61%
$32.78 - $35.79 $54.2K - $59.2K
15.9K $567K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
230
+ 1.15%
$78.88 - $85.2 $18.1K - $19.6K
20.2K $1.69M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
496
+ 1.34%
$49.55 - $52.25 $24.6K - $25.9K
37.4K $1.95M
HCA
Hca Healthcare, Inc.

Healthcare
150
+ 20.08%
$334.32 - $426.2 $50.1K - $63.9K
897 $382K
SRE
Sempra Energy

Utilities
300
+ 6.18%
$74.14 - $89.98 $22.2K - $27K
5.16K $463K
WELL
Welltower Inc.

Real Estate
15
+ 0.4%
$150.71 - $178.14 $2.26K - $2.67K
3.8K $677K
SHW
Sherwin Williams CO

Basic Materials
247
+ 10.41%
$330.88 - $375.23 $81.7K - $92.7K
2.62K $906K
BLDR
Builders First Source, Inc.

Industrials
656
+ 24.57%
$116.91 - $149.21 $76.7K - $97.9K
3.33K $403K
ROST
Ross Stores, Inc.

Consumer Cyclical
2
+ 0.06%
$127.59 - $152.81 $255 - $306
3.63K $552K
MSI
Motorola Solutions, Inc.

Technology
145
+ 25.26%
$408.73 - $490.3 $59.3K - $71.1K
719 $328K
XLB
Select Sector Spdr Fd Material

ETFs
111
+ 0.26%
$86.72 - $92.61 $9.63K - $10.3K
42.5K $3.81M
IBKR
Interactive Brokers Group, Inc.

Financial Services
320
+ 6.66%
$56.32 - $68.81 $18K - $22K
5.13K $352K
VT
Vanguard Total World Stk Index

ETFs
2
+ 0.02%
$128.41 - $138.03 $257 - $276
9.24K $1.27M
ITA
Ishares Tr

ETFs
70
+ 2.05%
$184.73 - $209.26 $12.9K - $14.6K
3.48K $727K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
1.02K
+ 14.68%
$54.01 - $60.18 $55.1K - $61.4K
7.97K $477K
WPM
Wheaton Precious Metals Corp.

Basic Materials
2
+ 0.05%
$86.72 - $111.84 $173 - $224
3.72K $415K
FLS
Flowserve Corp

Industrials
1.22K
+ 5.94%
$51.98 - $57.7 $63.4K - $70.4K
21.7K $1.16M
SCCO
Southern Copper Corp

Basic Materials
37
+ 0.99%
$90.54 - $121.36 $3.35K - $4.49K
3.78K $458K
EXC
Exelon Corp

Utilities
953
+ 4.05%
$42.73 - $45.54 $40.7K - $43.4K
24.5K $1.1M
EPD
Enterprise Products Partners L.P.

Energy
1.67K
+ 1.57%
$30.74 - $32.14 $51.4K - $53.8K
108K $3.39M
FTC
First Tr Lge Cap Growth

ETFs
183
+ 3.68%
$149.47 - $162.84 $27.4K - $29.8K
5.15K $827K
PLD
Prologis, Inc.

Real Estate
111
+ 1.62%
$104.08 - $115.35 $11.6K - $12.8K
6.96K $796K
EDF
Stone Harbor Emerging Markets Income Fund

Financial Services
15.4K
New
$4.93 - $5.18 $75.9K - $79.8K
15.4K $77K
MBB
Ishares Tr

ETFs
605
+ 4.3%
$92.46 - $95.73 $55.9K - $57.9K
14.7K $1.4M
IT
Gartner Inc

Technology
718
+ 89.53%
$225.98 - $406.7 $162K - $292K
1.52K $399K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
2K
+ 11.78%
$21.0 - $23.0 $42K - $46K
19K $436K
DIHP
Dimensional ETF Tr Dimensional

ETFs
2.04K
+ 16.97%
$28.69 - $30.59 $58.5K - $62.3K
14K $426K
IWR
Ishares Russell Mid Cap ETF

ETFs
22
+ 0.15%
$92.26 - $97.51 $2.03K - $2.15K
15.1K $1.45M
CION
Cion Investment Corp

Financial Services
7.47K
+ 59.1%
$9.48 - $10.86 $70.8K - $81.1K
20.1K $190K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
351
+ 1.98%
$72.91 - $77.23 $25.6K - $27.1K
18.1K $1.38M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
891
+ 12.31%
$39.37 - $44.24 $35.1K - $39.4K
8.13K $355K
DUK
Duke Energy Corp

Utilities
143
+ 1.7%
$116.31 - $125.93 $16.6K - $18K
8.54K $1.06M
DVY
Ishares Tr

ETFs
151
+ 3.18%
$133.88 - $142.57 $20.2K - $21.5K
4.89K $695K
HYLB
Xtrackers Usd High Yield Corp

ETFs
1.49K
+ 3.65%
$36.55 - $37.16 $54.5K - $55.4K
42.3K $1.57M
RYLD
Global X Fds Russell 2000 Cove

ETFs
4.02K
+ 29.26%
$14.46 - $15.29 $58.1K - $61.5K
17.8K $267K
CLX
Clorox CO

Consumer Defensive
369
+ 6.78%
$117.67 - $131.43 $43.4K - $48.5K
5.81K $716K
IGR
Cbre Global Real Estate Income Fund

Financial Services
12K
New
$4.81 - $5.36 $58K - $64.6K
12K $61K
AEP
American Electric Power CO Inc

Utilities
45
+ 0.72%
$103.26 - $115.0 $4.65K - $5.18K
6.26K $704K
FTA
First Tr Large Cap Value

ETFs
79
+ 0.7%
$78.13 - $83.78 $6.17K - $6.62K
11.4K $950K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
3
+ 0.15%
$567.09 - $607.37 $1.7K - $1.82K
1.97K $1.17M
DNP
Dnp Select Income Fund Inc

Financial Services
5.46K
+ 35.87%
$9.65 - $10.02 $52.6K - $54.7K
20.7K $206K
BIIB
Biogen Inc.

Healthcare
196
+ 9.44%
$122.68 - $148.84 $24K - $29.2K
2.27K $318K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
2.86K
+ 9.53%
$16.46 - $17.1 $47K - $48.8K
32.8K $558K
IDXX
Idexx Laboratories Inc

Healthcare
10
+ 2.04%
$514.61 - $682.78 $5.15K - $6.83K
500 $319K
SKYY
First Trust Cloud Computing Et

ETFs
240
+ 13.48%
$118.24 - $138.53 $28.4K - $33.2K
2.02K $271K
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.57K
+ 9.82%
$60.9 - $70.75 $278K - $323K
51.1K $3.19M
AOA
Ishares Tr Core Aggressive All

ETFs
418
+ 13.63%
$82.71 - $88.14 $34.6K - $36.8K
3.49K $307K
EFG
Msci Eafe Growth ETF

ETFs
155
+ 0.87%
$106.99 - $114.46 $16.6K - $17.7K
18K $2.04M
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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