Great Valley Advisor Group, Inc. New Holdings in Q3 2025

Great Valley Advisor Group, Inc.

  • $4.47 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JMBS
Janus Detroit Str Tr Henderson

ETFs
537K
New
$44.34 - $45.94 $23.8M - $24.7M
537K $24.5M
SHYD
Vaneck Short High Yield Muni E

ETFs
213K
New
$22.31 - $23.01 $4.75M - $4.9M
213K $4.87M
GDE
Wisdomtree Tr Efficient Gold P

ETFs
52.8K
New
$47.23 - $57.41 $2.49M - $3.03M
52.8K $3.03M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
36.2K
New
$45.26 - $46.63 $1.64M - $1.69M
36.2K $1.67M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
18.9K
New
$77.92 - $81.94 $1.47M - $1.54M
18.9K $1.54M
CASY
Caseys General Stores Inc

Consumer Cyclical
2.7K
New
$494.52 - $565.32 $1.33M - $1.52M
2.7K $1.52M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
25.9K
New
$42.75 - $43.37 $1.11M - $1.12M
25.9K $1.12M
IONQ
Ion Q, Inc.

Technology
17.7K
New
$36.79 - $75.14 $651K - $1.33M
17.7K $1.09M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
15.2K
New
$52.31 - $56.47 $797K - $860K
15.2K $860K
ZS
Zscaler, Inc.

Technology
2.21K
New
$267.68 - $316.5 $591K - $698K
2.21K $661K
SCHV
Schwab Strategic Tr Us Large C

ETFs
21.5K
New
$27.61 - $29.15 $593K - $627K
21.5K $625K
TTC
Toro CO

Industrials
7.46K
New
$72.64 - $82.54 $542K - $616K
7.46K $568K
EOG
Eog Resources Inc

Energy
3.61K
New
$112.12 - $126.1 $405K - $456K
3.61K $405K
CGCP
Capital Group Core Plus Income

ETFs
17K
New
$22.27 - $22.95 $379K - $391K
17K $386K
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.81K
New
$187.97 - $199.47 $341K - $362K
1.81K $361K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.36K
New
$98.52 - $103.93 $331K - $349K
3.36K $346K
CGGO
Capital Group Global Growth Eq

ETFs
9.89K
New
$31.71 - $34.17 $314K - $338K
9.89K $338K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
2.69K
New
$104.48 - $122.3 $281K - $328K
2.69K $325K
PRIM
Primoris Services Corp

Industrials
2.24K
New
$79.61 - $137.33 $178K - $307K
2.24K $307K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
8K
New
$30.06 - $36.69 $240K - $294K
8K $293K
RGTI
Rigetti Computing, Inc.

Technology
9.45K
New
$11.33 - $32.1 $107K - $303K
9.45K $281K
LYV
Live Nation Entertainment, Inc.

Communication Services
1.69K
New
$143.56 - $174.06 $242K - $293K
1.69K $275K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
5.14K
New
$50.9 - $52.37 $262K - $269K
5.14K $268K
OPEN
Opendoor Technologies Inc.

Real Estate
32.5K
New
$0.56 - $10.52 $18.2K - $341K
32.5K $258K
CELC
Celcuity Inc.

Healthcare
5.22K
New
$12.58 - $62.68 $65.6K - $327K
5.22K $256K
ENVA
Enova International, Inc.

Financial Services
2.21K
New
$100.56 - $127.32 $223K - $282K
2.21K $254K
TPL
Texas Pacific Land Corp

Energy
271
New
$854.83 - $1075.97 $232K - $292K
271 $253K
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
1.8K
New
$117.34 - $141.85 $211K - $255K
1.8K $251K
SPSB
Spdr Portfolio Short Term Corp

ETFs
8.2K
New
$30.02 - $30.29 $246K - $248K
8.2K $248K
AVAV
Aero Vironment Inc

Industrials
776
New
$226.08 - $314.89 $175K - $244K
776 $244K
WBD
Warner Bros. Discovery, Inc.

Communication Services
12.2K
New
$10.78 - $19.82 $131K - $241K
12.2K $237K
FNDE
Schwab Fundamental Emerging Mk

ETFs
6.31K
New
$33.13 - $36.31 $209K - $229K
6.31K $228K
SCHO
Schwab Short Term Us Treasury

ETFs
9.21K
New
$24.23 - $24.42 $223K - $225K
9.21K $224K
VRSK
Verisk Analytics, Inc.

Industrials
871
New
$242.3 - $312.95 $211K - $273K
871 $219K
NVT
N Vent Electric PLC

Industrials
2.16K
New
$72.16 - $100.25 $156K - $217K
2.16K $213K
LNT
Alliant Energy Corp

Utilities
3.15K
New
$60.76 - $67.41 $191K - $212K
3.15K $212K
VEEV
Veeva Systems Inc

Healthcare
710
New
$269.2 - $297.91 $191K - $212K
710 $211K
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.02K
New
$40.94 - $42.85 $206K - $215K
5.02K $211K
AAON
Aaon, Inc.

Industrials
2.25K
New
$72.08 - $94.26 $162K - $212K
2.25K $210K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
1.72K
New
$113.22 - $123.86 $195K - $214K
1.72K $209K
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
2.01K
New
$97.9 - $106.24 $197K - $214K
2.01K $209K
UTG
Reaves Utility Income Fund

Financial Services
5.25K
New
$35.81 - $39.62 $188K - $208K
5.25K $208K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
4.47K
New
$43.65 - $46.42 $195K - $208K
4.47K $207K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.55K
New
$119.73 - $134.7 $186K - $209K
1.55K $207K
DHI
Horton D R Inc

Consumer Cyclical
1.23K
New
$129.82 - $184.04 $159K - $226K
1.23K $207K
BHP
Bhp Group LTD

Basic Materials
3.72K
New
$48.67 - $56.22 $181K - $209K
3.72K $207K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
3.6K
New
$41.53 - $66.18 $149K - $238K
3.6K $203K
EWJ
Ishares Msci Japan ETF

ETFs
2.51K
New
$71.69 - $81.49 $180K - $205K
2.51K $201K
APH
Amphenol Corp

Technology
1.62K
New
$97.39 - $125.4 $157K - $203K
1.62K $199K
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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