Great Valley Advisor Group, Inc. Incresed Positions in Q3 2025

Great Valley Advisor Group, Inc.

  • $4.47 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
102K
+ 6.43%
$72.65 - $78.68 $7.41M - $8.03M
1.69M $132M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
87.8K
+ 10.07%
$107.5 - $115.86 $9.44M - $10.2M
959K $110M
GLDM
World Gold Trust

ETFs
42K
+ 4.95%
$64.73 - $76.45 $2.72M - $3.21M
890K $68M
BOND
Pimco Active Bond Exchange Tra

ETFs
115K
+ 13.04%
$90.83 - $93.81 $10.5M - $10.8M
1M $93.4M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
215K
+ 35.73%
$50.53 - $50.82 $10.9M - $10.9M
818K $41.6M
VSMV
Victoryshares Us Multifactor M

ETFs
153K
+ 35.1%
$48.84 - $53.66 $7.48M - $8.22M
590K $31.6M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
20.2K
+ 1.72%
$82.42 - $87.03 $1.66M - $1.76M
1.19M $104M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
73.8K
+ 10.47%
$69.02 - $73.57 $5.1M - $5.43M
779K $57.3M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
246K
+ 10.61%
$25.21 - $25.99 $6.2M - $6.39M
2.56M $66.2M
MINO
Pimco ETF Tr Municipal Income

ETFs
143K
+ 34.37%
$43.6 - $45.33 $6.21M - $6.46M
557K $25.2M
TSLA
Tesla, Inc.

Consumer Cyclical
1.03K
+ 2.71%
$293.94 - $444.72 $301K - $456K
38.9K $17.3M
VSDA
Victory Portfolios Ii Victorys

ETFs
63.5K
+ 5.87%
$51.99 - $54.89 $3.3M - $3.48M
1.14M $61.2M
SPYG
Spdr Portfolio

ETFs
20.9K
+ 6.76%
$94.33 - $105.31 $1.98M - $2.21M
331K $34.5M
AVGO
Broadcom Inc.

Technology
495
+ 0.55%
$264.74 - $369.57 $131K - $183K
89.8K $29.6M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
37.9K
+ 5.5%
$64.75 - $69.05 $2.46M - $2.62M
728K $50.2M
MSFT
Microsoft Corp

Technology
2.76K
+ 1.83%
$491.09 - $535.64 $1.36M - $1.48M
153K $79.5M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
92.4K
+ 415.44%
$45.92 - $47.76 $4.24M - $4.41M
115K $5.45M
JMEE
J P Morgan Exchange Traded Fd

ETFs
9.04K
+ 1.07%
$59.19 - $64.47 $535K - $582K
855K $54.2M
CGGR
Capital Group Growth ETF Shs C

ETFs
11K
+ 1.0%
$40.2 - $44.58 $441K - $489K
1.1M $48.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.59K
+ 5.43%
$617.65 - $666.84 $1.6M - $1.73M
50.3K $33.5M
CGDV
Capital Group Divid Value ETF

ETFs
68.3K
+ 17.06%
$39.59 - $42.21 $2.7M - $2.88M
468K $19.7M
VUG
Vanguard Growth ETF

ETFs
2.29K
+ 3.51%
$433.97 - $484.08 $992K - $1.11M
67.4K $32.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
787
+ 1.2%
$546.99 - $602.2 $430K - $474K
66.3K $39.8M
JPM
Jpmorgan Chase & CO

Financial Services
1.9K
+ 1.88%
$282.78 - $316.06 $538K - $601K
103K $32.5M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.14K
+ 8.2%
$275.84 - $326.36 $866K - $1.02M
41.4K $13.5M
HD
Home Depot, Inc.

Consumer Cyclical
3.46K
+ 9.44%
$357.4 - $423.42 $1.24M - $1.46M
40.1K $16.2M
FNDX
Schwab Fundamental U S Large C

ETFs
40.8K
+ 4.21%
$24.38 - $26.34 $994K - $1.07M
1.01M $26.5M
SPMD
Spdr Portfolio

ETFs
17K
+ 2.66%
$54.43 - $58.29 $924K - $989K
655K $37.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.63K
+ 4.46%
$567.77 - $614.76 $927K - $1M
38.3K $23.4M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
35.5K
+ 8.6%
$44.58 - $48.01 $1.58M - $1.71M
449K $21.5M
JNJ
Johnson & Johnson

Healthcare
2.24K
+ 3.36%
$155.17 - $185.42 $347K - $415K
68.9K $12.8M
PAVE
Global X Fds Us Infrastructure

ETFs
9.82K
+ 1.91%
$44.02 - $47.63 $432K - $467K
524K $25M
ORCL
Oracle Corp

Technology
3.31K
+ 13.64%
$218.96 - $328.33 $726K - $1.09M
27.6K $7.77M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
15.5K
+ 3.17%
$53.81 - $57.52 $834K - $891K
504K $29M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
60.1K
+ 6.75%
$26.38 - $27.95 $1.58M - $1.68M
949K $25.9M
FNDF
Schwab Fundamental Intl Large

ETFs
24.9K
+ 5.74%
$39.84 - $43.15 $991K - $1.07M
458K $19.7M
GLD
Spdr Gold Trust

ETFs
2.31K
+ 7.83%
$300.96 - $355.47 $696K - $823K
31.9K $11.3M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
14.7K
+ 2.72%
$50.32 - $54.01 $742K - $797K
557K $30.1M
PLTR
Palantir Technologies Inc.

Technology
2.86K
+ 7.62%
$130.68 - $186.97 $374K - $535K
40.4K $7.37M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
5.89K
+ 4.11%
$132.51 - $145.94 $780K - $859K
149K $21.5M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
10.6K
+ 1.94%
$52.12 - $55.33 $551K - $585K
556K $30.7M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
31.5K
+ 5.93%
$50.16 - $52.45 $1.58M - $1.65M
563K $29.4M
VNLA
Janus Henderson Short Duration

ETFs
42.6K
+ 17.25%
$48.99 - $49.29 $2.09M - $2.1M
290K $14.3M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
5.2K
+ 2.52%
$128.6 - $136.01 $668K - $707K
211K $28.6M
WMT
Walmart Inc.

Consumer Defensive
11.6K
+ 7.02%
$94.4 - $104.27 $1.09M - $1.2M
176K $18.2M
BBUS
J P Morgan Exchg Traded Fd

ETFs
10.9K
+ 14.57%
$111.77 - $121.28 $1.21M - $1.32M
85.4K $10.3M
IDEV
Ishares Core Msci Intl Develop

ETFs
20.4K
+ 31.95%
$74.68 - $80.26 $1.52M - $1.64M
84.1K $6.74M
AVUV
American Centy ETF Tr Avantis

ETFs
2.85K
+ 1.6%
$90.37 - $102.12 $257K - $291K
181K $18M
APP
App Lovin Corp

Technology
613
+ 16.8%
$335.1 - $718.54 $205K - $440K
4.26K $3.06M
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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