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

Great Valley Advisor Group, Inc.

  • $4.47 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CORP
Pimco Investment Grade Corp Bd

ETFs
-249K
- 64.2%
$95.87 - $99.18 $23.9M - $24.7M
139K $13.7M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-220K
- 57.97%
$25.67 - $27.21 $5.65M - $5.98M
159K $4.3M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-54.1K
- 92.49%
$94.11 - $95.78 $5.09M - $5.18M
4.39K $420K
CRM
Salesforce, Inc.

Technology
-14.2K
- 30.08%
$231.66 - $273.65 $3.3M - $3.9M
33.1K $7.84M
ACN
Accenture PLC

Technology
-13.9K
- 60.98%
$232.56 - $304.78 $3.24M - $4.25M
8.93K $2.2M
MRK
Merck & Co., Inc.

Healthcare
-51.9K
- 52.49%
$77.6 - $87.37 $4.03M - $4.54M
47K $3.95M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-34.5K
- 42.86%
$108.46 - $120.63 $3.75M - $4.17M
46K $5.47M
FISV
Fiserv Inc

Technology
-20.9K
- 48.87%
N/A
21.8K $2.73M
IVW
Ishares S&P 500 Growth ETF

ETFs
-31.9K
- 24.9%
$108.97 - $121.65 $3.48M - $3.88M
96.3K $11.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-34.8K
- 6.28%
$50.47 - $50.74 $1.75M - $1.76M
518K $26.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-31K
- 17.55%
$62.09 - $66.51 $1.92M - $2.06M
145K $9.49M
XLE
Energy Sector Spdr

ETFs
-17.5K
- 39.39%
$84.25 - $91.99 $1.47M - $1.61M
26.9K $2.4M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-26.9K
- 11.74%
$50.81 - $51.07 $1.37M - $1.38M
203K $10.3M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-26.4K
- 12.68%
$84.28 - $89.46 $2.23M - $2.36M
182K $16.2M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-42K
- 7.97%
$55.15 - $58.11 $2.32M - $2.44M
485K $27.9M
BMY
Bristol Myers Squibb CO

Healthcare
-22.7K
- 69.05%
$43.31 - $48.98 $985K - $1.11M
10.2K $459K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-11K
- 29.47%
N/A
26.3K $2.25M
APD
Air Products & Chemicals, Inc.

Basic Materials
-2.36K
- 13.26%
$265.78 - $299.3 $628K - $707K
15.4K $4.21M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
-4.05K
- 50.3%
$190.8 - $204.83 $773K - $829K
4K $816K
ISRG
Intuitive Surgical Inc

Healthcare
-862
- 24.64%
$433.66 - $544.47 $374K - $469K
2.64K $1.18M
COIN
Coinbase Global, Inc.

Technology
-1.76K
- 19.95%
$297.99 - $419.78 $526K - $740K
7.08K $2.39M
PGR
Progressive Corp

Financial Services
-2.3K
- 43.94%
$238.61 - $264.3 $548K - $607K
2.93K $723K
PM
Philip Morris International Inc.

Consumer Defensive
-1.79K
- 9.89%
$157.77 - $183.27 $282K - $328K
16.3K $2.64M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-11.1K
- 38.85%
$52.39 - $53.11 $580K - $588K
17.4K $924K
NVO
Novo Nordisk A S

Healthcare
-5.2K
- 28.28%
$45.38 - $71.7 $236K - $373K
13.2K $732K
BSX
Boston Scientific Corp

Healthcare
-1.43K
- 3.51%
$97.03 - $108.14 $138K - $154K
39.2K $3.83M
ELV
Elevance Health, Inc.

Healthcare
-996
- 30.85%
$274.66 - $395.76 $274K - $394K
2.23K $721K
MUB
Ishares National Muni Bond ETF

ETFs
-6.99K
- 6.48%
$103.24 - $106.68 $722K - $746K
101K $10.7M
IYH
Ishares Tr

ETFs
-8.98K
- 56.31%
$54.36 - $58.96 $488K - $530K
6.97K $409K
VTV
Vanguard Value ETF

ETFs
-10K
- 7.03%
$175.51 - $186.57 $1.76M - $1.87M
133K $24.8M
DE
Deere & CO

Industrials
-437
- 8.32%
$457.26 - $524.37 $200K - $229K
4.82K $2.2M
IAK
Ishares Tr

ETFs
-3.35K
- 27.04%
$126.37 - $134.46 $424K - $451K
9.05K $1.21M
FDL
First Tr Morningstar Dividend

ETFs
-11.4K
- 29.51%
$41.96 - $44.59 $480K - $510K
27.3K $1.18M
COP
Conocophillips

Energy
-5.65K
- 27.67%
$91.0 - $98.99 $514K - $559K
14.8K $1.4M
SHV
Ishares Tr

ETFs
-3.87K
- 16.32%
$110.06 - $110.49 $426K - $428K
19.9K $2.19M
PEP
Pepsico Inc

Consumer Defensive
-5.32K
- 13.39%
$133.81 - $152.16 $711K - $809K
34.4K $4.83M
TDG
Trans Digm Group Inc

Industrials
-137
- 13.69%
$1271.04 - $1620.83 $174K - $222K
864 $1.14M
GIS
General Mills Inc

Consumer Defensive
-6.88K
- 26.78%
$48.44 - $53.83 $333K - $370K
18.8K $947K
LMT
Lockheed Martin Corp

Industrials
-1.46K
- 13.42%
$410.74 - $499.21 $599K - $728K
9.4K $4.69M
KO
Coca Cola CO

Consumer Defensive
-1.61K
- 3.15%
$65.67 - $71.67 $106K - $115K
49.5K $3.28M
ADBE
Adobe Inc.

Technology
-313
- 5.08%
$333.65 - $392.1 $104K - $123K
5.85K $2.06M
XLV
Select Sector Spdr Fund Health

ETFs
-2.79K
- 15.58%
$129.01 - $139.72 $359K - $389K
15.1K $2.1M
VZ
Verizon Communications Inc

Communication Services
-6.98K
- 10.51%
$40.84 - $45.06 $285K - $315K
59.5K $2.61M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
-7.35K
- 26.49%
$40.28 - $42.14 $296K - $310K
20.4K $859K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.7K
- 1.63%
$91.44 - $91.77 $247K - $248K
163K $14.9M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
-4.3K
- 41.88%
$63.92 - $70.83 $275K - $304K
5.96K $420K
NVS
Novartis Ag

Healthcare
-4.75K
- 9.13%
$113.5 - $129.73 $539K - $616K
47.3K $6.06M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-3.14K
- 3.58%
$78.11 - $79.07 $245K - $248K
84.5K $6.67M
IRM
Iron Mountain Inc

Real Estate
-2.19K
- 51.21%
$89.46 - $104.46 $196K - $229K
2.09K $213K
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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