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
OMC
Omnicom Group Inc.

Communication Services
30
+ 0.6%
$70.41 - $81.53 $2.11K - $2.45K
5.06K $412K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
996
+ 13.48%
$27.85 - $30.91 $27.7K - $30.8K
8.38K $256K
TD
Toronto Dominion Bank

Financial Services
212
+ 4.3%
$72.55 - $79.95 $15.4K - $16.9K
5.14K $411K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
31
+ 1.3%
$236.25 - $257.69 $7.32K - $7.99K
2.42K $620K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
975
+ 14.02%
$29.97 - $32.38 $29.2K - $31.6K
7.93K $252K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
723
+ 12.08%
$39.39 - $42.09 $28.5K - $30.4K
6.71K $280K
HYG
Ishares Tr

ETFs
493
+ 12.47%
$79.85 - $81.32 $39.4K - $40.1K
4.45K $360K
THC
Tenet Healthcare Corp

Healthcare
25
+ 1.83%
$148.38 - $203.04 $3.71K - $5.08K
1.39K $282K
META
Meta Platforms, Inc.

Communication Services
303
+ 0.62%
$695.21 - $791.73 $211K - $240K
48.8K $35.8M
EMB
Ishares Tr

ETFs
349
+ 11.63%
$91.52 - $95.59 $31.9K - $33.4K
3.35K $318K
IBM
International Business Machines Corp

Technology
787
+ 5.47%
$234.77 - $292.47 $185K - $230K
15.2K $4.28M
SWK
Stanley Black & Decker, Inc.

Industrials
1
+ 0.02%
$66.98 - $79.52 $67 - $79.5
6K $446K
AVY
Avery Dennison Corp

Industrials
351
+ 26.92%
$158.71 - $184.63 $55.7K - $64.8K
1.66K $268K
F
Ford Motor CO

Consumer Cyclical
438
+ 1.49%
$10.82 - $12.09 $4.74K - $5.3K
29.8K $356K
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
4
+ 0.07%
$85.43 - $92.81 $342 - $371
5.48K $505K
HPQ
Hp Inc

Technology
360
+ 3.68%
$24.45 - $29.35 $8.8K - $10.6K
10.2K $276K
MET
Metlife Inc

Financial Services
213
+ 2.12%
$73.82 - $82.37 $15.7K - $17.5K
10.2K $844K
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
569
+ 8.41%
$35.04 - $37.72 $19.9K - $21.5K
7.34K $276K
CVS
Cvs Health Corp

Healthcare
7
+ 0.13%
$58.75 - $76.5 $411 - $536
5.3K $399K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
25
+ 0.48%
$122.57 - $132.57 $3.06K - $3.31K
5.23K $678K
HWM
Howmet Aerospace Inc.

Industrials
53
+ 2.16%
$171.0 - $196.23 $9.06K - $10.4K
2.51K $492K
ABC
Amerisourcebergen Corp

Healthcare
183
+ 3.49%
N/A
5.42K $1M
FYX
First Tr Small Cap Core Alphad

ETFs
1
+ 0.03%
$96.35 - $111.0 $96.4 - $111
2.88K $314K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
616
+ 12.19%
$49.78 - $50.75 $30.7K - $31.3K
5.67K $287K
FYC
First Trust Small Cap Growth A

ETFs
32
+ 1.21%
$77.98 - $92.23 $2.5K - $2.95K
2.68K $242K
DSI
Ishares Msci Kld 400 Social Et

ETFs
44
+ 1.6%
$115.96 - $125.95 $5.1K - $5.54K
2.8K $352K
PWR
Quanta Services, Inc.

Industrials
6
+ 0.75%
$372.29 - $421.68 $2.23K - $2.53K
804 $333K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
100
+ 0.84%
$38.52 - $41.26 $3.85K - $4.13K
11.9K $491K
FFIV
F5, Inc.

Technology
15
+ 1.7%
$290.76 - $334.59 $4.36K - $5.02K
898 $290K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
291
+ 3.38%
$99.12 - $99.52 $28.8K - $29K
8.91K $887K
SAM
Boston Beer CO Inc

Consumer Defensive
25
+ 2.1%
$191.38 - $226.97 $4.78K - $5.67K
1.22K $257K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
46
+ 0.69%
$64.58 - $69.94 $2.97K - $3.22K
6.67K $462K
ALE
Allete Inc

Utilities
1
+ 0.01%
$62.45 - $66.45 $62.5 - $66.5
12K $796K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
118
+ 2.21%
$87.51 - $91.22 $10.3K - $10.8K
5.47K $497K
TMC
Tmc The Metals CO Inc.

Basic Materials
4.41K
+ 25.63%
$4.67 - $8.1 $20.6K - $35.7K
21.6K $138K
IBHE
Ishares Ibonds 2025 Term High

ETFs
1.13K
+ 4.91%
$23.14 - $23.23 $26.2K - $26.3K
24.2K $560K
WTRG
Essential Utilities, Inc.

Utilities
31
+ 0.36%
$36.73 - $39.9 $1.14K - $1.24K
8.55K $340K
VAW
Vanguard Materials ETF

ETFs
17
+ 0.82%
$193.21 - $210.15 $3.28K - $3.57K
2.1K $430K
ROK
Rockwell Automation, Inc

Industrials
2
+ 0.16%
$328.67 - $358.52 $657 - $717
1.28K $447K
RPM
Rpm International Inc

Basic Materials
1
+ 0.04%
$110.07 - $128.23 $110 - $128
2.81K $331K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
54
+ 1.14%
$87.05 - $93.19 $4.7K - $5.03K
4.77K $443K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
74
+ 0.75%
$41.5 - $43.83 $3.07K - $3.24K
9.92K $434K
NAK
Northern Dynasty Minerals LTD

Basic Materials
17.9K
New
$0.75 - $2.3 $13.4K - $41.1K
17.9K $21K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
1K
+ 9.95%
$15.52 - $16.28 $15.5K - $16.3K
11.1K $179K
GAB
Gabelli Equity Trust Inc

Financial Services
2.44K
+ 9.97%
$5.81 - $6.32 $14.2K - $15.4K
26.9K $163K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
25
+ 0.07%
$47.18 - $48.17 $1.18K - $1.2K
33.7K $1.62M
SYF
Synchrony Financial

Financial Services
65
+ 1.82%
$67.53 - $76.86 $4.39K - $5K
3.63K $258K
XLP
Consumer Staples Sector Spdr

ETFs
260
+ 3.07%
N/A
8.72K $662K
ILCB
Ishares Morningstar U.S. Equit

ETFs
8
+ 0.31%
$85.66 - $92.67 $685 - $741
2.62K $241K
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
Track This Portfolio

Track Great Valley Advisor Group, Inc. Portfolio

Follow Great Valley Advisor Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Valley Advisor Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Great Valley Advisor Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email