Great Valley Advisor Group, Inc. New Holdings in Q4 2024

Great Valley Advisor Group, Inc.

  • $4.07 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TAXF
American Centy ETF Tr Diversif

ETFs
46.9K
New
$49.94 - $51.44 $2.34M - $2.41M
46.9K $2.35M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
20.3K
New
$100.22 - $100.73 $2.04M - $2.05M
20.3K $2.04M
IAI
Ishares Tr Us Broker Dealers &

ETFs
12.1K
New
$127.59 - $153.41 $1.55M - $1.86M
12.1K $1.75M
VTWG
Vanguard Russell 2000 Growth E

ETFs
8.16K
New
$202.91 - $229.76 $1.66M - $1.87M
8.16K $1.71M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
18.3K
New
$85.41 - $87.1 $1.56M - $1.59M
18.3K $1.58M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
12.3K
New
$77.98 - $84.06 $957K - $1.03M
12.3K $991K
IBHE
Ishares Ibonds 2025 Term High

ETFs
42.3K
New
$23.08 - $23.28 $977K - $986K
42.3K $982K
GNMA
Ishares Gnma Bond ETF

ETFs
22.5K
New
$42.8 - $44.74 $963K - $1.01M
22.5K $966K
VTWV
Vanguard Russell 2000 Value Et

ETFs
6.18K
New
$143.69 - $159.92 $888K - $988K
6.18K $893K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
34.4K
New
$25.0 - $25.11 $859K - $863K
34.4K $860K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
14.7K
New
N/A
14.7K $462K
IT
Gartner Inc

Technology
900
New
$481.22 - $551.8 $433K - $497K
900 $436K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.81K
New
$201.32 - $217.44 $363K - $392K
1.81K $373K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
15.1K
New
N/A
15.1K $359K
GCOR
Goldman Sachs ETF Tr Access U

ETFs
7.63K
New
$40.33 - $42.34 $308K - $323K
7.63K $307K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
3.72K
New
$74.68 - $81.45 $278K - $303K
3.72K $278K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.31K
New
$209.89 - $233.24 $274K - $304K
1.31K $277K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
8.55K
New
$31.83 - $34.97 $272K - $299K
8.55K $275K
IWV
Ishares Russell 3000 ETF

ETFs
797
New
$323.08 - $349.08 $257K - $278K
797 $266K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
4.8K
New
$51.31 - $55.61 $246K - $267K
4.8K $256K
HOOD
Robinhood Markets, Inc.

Technology
6.49K
New
$22.33 - $43.2 $145K - $280K
6.49K $241K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.27K
New
$129.13 - $198.21 $163K - $251K
1.27K $234K
DFSV
Dimensional ETF Tr Dimensional

ETFs
7.62K
New
$30.18 - $33.87 $230K - $258K
7.62K $234K
PWR
Quanta Services, Inc.

Industrials
701
New
$296.05 - $346.6 $208K - $243K
701 $221K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
2.38K
New
$90.74 - $103.94 $216K - $248K
2.38K $217K
DFS
Discover Financial Services

Financial Services
1.23K
New
$136.3 - $182.67 $168K - $225K
1.23K $213K
IGV
Ishares Expanded Tech Software

ETFs
2.12K
New
$87.5 - $110.17 $185K - $233K
2.12K $211K
CFLT
Confluent, Inc.

Technology
7.49K
New
$18.9 - $33.66 $141K - $252K
7.49K $209K
UAL
United Airlines Holdings, Inc.

Industrials
2.14K
New
$55.62 - $102.44 $119K - $219K
2.14K $207K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.17K
New
$138.3 - $192.95 $162K - $226K
1.17K $206K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.81K
New
$42.33 - $43.3 $203K - $208K
4.81K $204K
X
United States Steel Corp

Basic Materials
5.96K
New
$30.14 - $42.31 $180K - $252K
5.96K $202K
SYF
Synchrony Financial

Financial Services
3.1K
New
$49.01 - $68.55 $152K - $213K
3.1K $201K
EDOW
First Tr Exchange Traded Fd

ETFs
5.54K
New
$35.29 - $38.02 $196K - $211K
5.54K $201K
KTF
Dws Municipal Income Trust

Financial Services
12.7K
New
$9.43 - $10.2 $120K - $130K
12.7K $120K
OPFI
Opp Fi Inc.

Technology
11.9K
New
$4.47 - $8.33 $53.1K - $98.9K
11.9K $92K
RLYB
Rallybio Corp

Healthcare
15K
New
$0.86 - $1.2 $12.9K - $18K
15K $14K
Capital Grp Fixed Incm ETF T
14K
New
N/A
14K $0
Super Micro Computer Inc
104K
New
N/A
104K $0
Capital Group Core Balanced
62.9K
New
N/A
62.9K $0
Capital Group Conservative E
10.7K
New
N/A
10.7K $0
Brookfield Infrastructure CO
5.16K
New
N/A
5.16K $0
Vanguard Malvern Fds
3.24K
New
N/A
3.24K $0
Blackrock Inc
3.92K
New
N/A
3.92K $0
Arista Networks Inc
75.5K
New
N/A
75.5K $0
Annaly Capital Management In
10.2K
New
N/A
10.2K $0
Celestica Inc
3.62K
New
N/A
3.62K $0
Global X Fds
7K
New
N/A
7K $0
Dimensional ETF Trust
4.46K
New
N/A
4.46K $0
Activity Summary
Buys All Purchases 477 New Holdings 60 Increased Positions 417 Sells All Sells 322 Reductions 322 Sold out 0 Options Calls 0 Puts 0
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